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WSR

Whitestone REIT
WSR

Delisted

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

104 hedge funds and large institutions have $207M invested in Whitestone REIT in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 17

64% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.23M

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $184M → $207M (+$22.5M)

6% more funds holding

Funds holding: 98104 (+6)

0.39% less ownership

Funds ownership: 44.69%44.3% (-0.39%)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
54
Reduced
17
Closed
15
Calls
$2.02M
Puts
$1.23M
Net Calls
+$785K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$44.6M +$3.37M +269,793 +8%
BlackRock
2
BlackRock
New York
$32.6M +$6.05M +483,767 +22%
Invesco
3
Invesco
Georgia
$16.8M +$7M +559,589 +69%
PAM
4
PVG Asset Management
Colorado
$12M +$9.05M +724,157 +284%
State Street
5
State Street
Massachusetts
$8.22M +$1.26M +100,637 +18%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$6.79M +$313K +25,000 +5%
CCM
7
Chilton Capital Management
Texas
$6.73M +$6.87M +549,140 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.54M +$638K +51,053 +13%
Northern Trust
9
Northern Trust
Illinois
$5.18M +$1.29M +102,867 +32%
AllianceBernstein
10
AllianceBernstein
Tennessee
$4.33M +$402K +32,190 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.17M +$672K +53,711 +19%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4M +$692K +55,350 +20%
NC
13
Northpointe Capital
Michigan
$3.91M +$3.99M +318,842 New
Renaissance Technologies
14
Renaissance Technologies
New York
$3.77M -$313K -24,999 -8%
OAM
15
Orinda Asset Management
California
$3.32M +$1.12M +89,329 +49%
RA
16
Rational Advisors
New York
$2.98M +$1.21M +97,120 +67%
Charles Schwab
17
Charles Schwab
California
$2.53M -$118K -9,449 -4%
GAMC
18
Garner Asset Management Corp
Texas
$1.91M +$1.95M +155,778 New
GS
19
Girard Securities
California
$1.77M +$1.8M +143,911 New
Morgan Stanley
20
Morgan Stanley
New York
$1.61M -$202K -16,153 -11%
LSV Asset Management
21
LSV Asset Management
Illinois
$1.49M
WCM
22
Wedge Capital Management
North Carolina
$1.33M +$208K +16,600 +18%
RA
23
RMR Advisors
Massachusetts
$1.33M +$250K +20,000 +23%
TCIM
24
TIAA CREF Investment Management
New York
$1.2M -$689K -55,107 -36%
Wells Fargo
25
Wells Fargo
California
$1.18M +$148K +11,840 +14%