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WSR

Whitestone REIT
WSR

Delisted

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

115 hedge funds and large institutions have $250M invested in Whitestone REIT in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $761K

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

21% more capital invested

Capital invested by funds: $207M → $250M (+$43.9M)

11% more funds holding

Funds holding: 104115 (+11)

5.54% more ownership

Funds ownership: 44.3%49.84% (+5.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
37
Reduced
27
Closed
16
Calls
$2.25M
Puts
$761K
Net Calls
+$1.49M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$59M +$11.3M +879,407 +24%
BlackRock
2
BlackRock
New York
$48.4M +$13.4M +1,046,005 +39%
Invesco
3
Invesco
Georgia
$18.3M +$446K +34,836 +3%
State Street
4
State Street
Massachusetts
$11.6M +$2.76M +216,071 +32%
CCM
5
Chilton Capital Management
Texas
$10.7M +$3.45M +269,346 +49%
PAM
6
PVG Asset Management
Colorado
$9.16M -$3.54M -276,741 -28%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.5M +$3.17M +247,970 +76%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$6.97M -$256K -20,000 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.73M +$804K +62,884 +14%
Northern Trust
10
Northern Trust
Illinois
$5.5M -$15.9K -1,243 -0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.57M +$121K +9,430 +3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$4.02M -$580K -45,360 -13%
Principal Financial Group
13
Principal Financial Group
Iowa
$3.79M +$3.72M +290,516 New
OAM
14
Orinda Asset Management
California
$2.7M -$819K -64,008 -24%
Ameriprise
15
Ameriprise
Minnesota
$2.61M +$2.32M +181,347 +975%
Goldman Sachs
16
Goldman Sachs
New York
$2.23M +$1.5M +117,146 +218%
GAMC
17
Garner Asset Management Corp
Texas
$2.01M -$22.2K -1,736 -1%
Charles Schwab
18
Charles Schwab
California
$1.87M -$810K -63,341 -31%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.62M -$2.34M -183,301 -60%
RA
20
Rational Advisors
New York
$1.61M -$1.53M -119,705 -49%
Morgan Stanley
21
Morgan Stanley
New York
$1.59M -$130K -10,163 -8%
Wells Fargo
22
Wells Fargo
California
$1.5M +$233K +18,186 +19%
Axa
23
Axa
France
$1.44M +$193K +15,100 +16%
WCM
24
Wedge Capital Management
North Carolina
$1.42M
RA
25
RMR Advisors
Massachusetts
$1.42M