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WSR

Whitestone REIT
WSR

Delisted

WSR was delisted on the 13th of July, 2026.

98 hedge funds and large institutions have $130M invested in Whitestone REIT in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

5% more funds holding

Funds holding: 9398 (+5)

3% more capital invested

Capital invested by funds: $127M → $130M (+$3.78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 40.8%40.31% (-0.48%)

37% less call options, than puts

Call options by funds: $365K | Put options by funds: $576K

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
26
Closed
9
Calls
$365K
Puts
$576K
Net Calls
-$211K
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$33.4M +$898K +74,609 +3%
BIT
2
BlackRock Institutional Trust
California
$12.5M +$379K +31,463 +3%
BFA
3
BlackRock Fund Advisors
California
$8.4M +$381K +31,664 +5%
PAM
4
PVG Asset Management
Colorado
$5.18M -$663K -55,101 -11%
Invesco
5
Invesco
Georgia
$4.76M +$4.2M +349,210 +744%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.75M -$71.1K -5,903 -1%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$4.35M
State Street
8
State Street
Massachusetts
$4.27M +$333K +27,647 +8%
PCM
9
Perritt Capital Management
Illinois
$4.16M +$72 +6 +0%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3.96M +$524K +43,552 +15%
Northern Trust
11
Northern Trust
Illinois
$3.4M +$134K +11,097 +4%
OAM
12
Orinda Asset Management
California
$2.84M -$599K -49,754 -17%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.58M +$252K +20,928 +11%
Millennium Management
14
Millennium Management
New York
$2.23M -$1.82M -150,863 -45%
TWMP
15
Taylor Wealth Management Partners
Massachusetts
$2.06M -$702K -58,333 -25%
Morgan Stanley
16
Morgan Stanley
New York
$1.98M -$202K -16,773 -9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.84M +$92.3K +7,669 +5%
WCM
18
Wedge Capital Management
North Carolina
$1.45M -$61.4K -5,100 -4%
TCIM
19
TIAA CREF Investment Management
New York
$1.44M +$83.6K +6,944 +6%
MC
20
Menta Capital
California
$1.39M +$2.41K +200 +0.2%
BIM
21
BlackRock Investment Management
Delaware
$1.27M +$34.6K +2,875 +3%
GC
22
Guggenheim Capital
Illinois
$1.09M -$106K -8,786 -9%
RA
23
RMR Advisors
Massachusetts
$1.06M
Charles Schwab
24
Charles Schwab
California
$989K +$27.2K +2,258 +3%
Two Sigma Investments
25
Two Sigma Investments
New York
$985K -$819K -68,065 -45%