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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 $184M invested in Whitestone REIT in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,771% more call options, than puts

Call options by funds: $481K | Put options by funds: $7K

0.47% more ownership

Funds ownership: 44.22%44.69% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

1% less capital invested

Capital invested by funds: $186M → $184M (-$1.9M)

10% less funds holding

Funds holding: 10998 (-11)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
98
Holders Change
-11
Holders Change %
-10.09%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
31
Closed
13
Calls
$481K
Puts
$7K
Net Calls
+$474K
Net Calls Change
+$161K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.7M +$1.29M +93,822 +3%
BlackRock
2
BlackRock
New York
$30.1M +$30M +2,171,372 +32,696%
Invesco
3
Invesco
Georgia
$11.2M +$2.3M +167,082 +26%
HW
4
Hancock Whitney
Mississippi
$8.5M +$1.03M +74,420 +14%
State Street
5
State Street
Massachusetts
$7.89M +$1.63M +118,315 +26%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$7.33M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.56M +$251K +18,205 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.61M -$622K -45,100 -12%
AllianceBernstein
9
AllianceBernstein
Tennessee
$4.44M -$83.3K -6,040 -2%
Northern Trust
10
Northern Trust
Illinois
$4.43M -$25.7K -1,863 -0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.97M +$257K +18,634 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.76M +$159K +11,493 +4%
PAM
13
PVG Asset Management
Colorado
$3.52M +$1.99M +144,062 +130%
Charles Schwab
14
Charles Schwab
California
$2.99M +$68.4K +4,959 +2%
OAM
15
Orinda Asset Management
California
$2.51M -$530K -38,401 -17%
TCIM
16
TIAA CREF Investment Management
New York
$2.12M -$43.1K -3,127 -2%
Morgan Stanley
17
Morgan Stanley
New York
$2.05M -$559K -40,545 -22%
RA
18
Rational Advisors
New York
$2.02M +$2.01M +146,000 New
LSV Asset Management
19
LSV Asset Management
Illinois
$1.68M
WMC
20
Westwood Management Corporation
Illinois
$1.6M +$138K +10,000 +9%
WCM
21
Wedge Capital Management
North Carolina
$1.27M
SFM
22
Systematic Financial Management
New Jersey
$1.26M -$1.79K -130 -0.1%
RA
23
RMR Advisors
Massachusetts
$1.23M
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.18M -$450K -32,653 -28%
Wells Fargo
25
Wells Fargo
California
$1.17M -$27.5K -1,993 -2%