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WSR

Whitestone REIT
WSR

Delisted

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

116 hedge funds and large institutions have $215M invested in Whitestone REIT in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $891K | Put options by funds: $251K

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.42% less ownership

Funds ownership: 56.13%52.72% (-3.4%)

8% less funds holding

Funds holding: 126116 (-10)

31% less capital invested

Capital invested by funds: $311M → $215M (-$96.4M)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
45
Reduced
34
Closed
19
Calls
$891K
Puts
$251K
Net Calls
+$640K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.3M +$1.59M +130,248 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$44.3M -$4.53M -371,122 -8%
Invesco
3
Invesco
Georgia
$19.8M +$2.42M +198,500 +12%
State Street
4
State Street
Massachusetts
$9.24M -$692K -56,677 -6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.4M +$465K +38,106 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.84M +$196K +16,028 +3%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$5.35M -$244K -20,000 -4%
PAM
8
PVG Asset Management
Colorado
$5.31M +$2.85M +233,218 +84%
Northern Trust
9
Northern Trust
Illinois
$4.61M +$175K +14,304 +3%
RA
10
Resource America
New York
$4.53M
AllianceBernstein
11
AllianceBernstein
Tennessee
$3.93M +$1.16M +94,750 +33%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.66M +$62.6K +5,130 +1%
Principal Financial Group
13
Principal Financial Group
Iowa
$3.12M +$151K +12,362 +4%
Ameriprise
14
Ameriprise
Minnesota
$2.14M +$105K +8,585 +4%
Charles Schwab
15
Charles Schwab
California
$1.87M +$66.4K +5,440 +3%
Deutsche Bank
16
Deutsche Bank
Germany
$1.66M +$633K +51,853 +48%
Axa
17
Axa
France
$1.56M
Morgan Stanley
18
Morgan Stanley
New York
$1.56M +$598K +49,048 +49%
RA
19
Rational Advisors
New York
$1.47M +$824K +67,500 +91%
GAMC
20
Garner Asset Management Corp
Texas
$1.41M -$101K -8,240 -6%
Goldman Sachs
21
Goldman Sachs
New York
$1.4M -$896K -73,426 -35%
Wells Fargo
22
Wells Fargo
California
$1.38M +$61.4K +5,036 +4%
RA
23
RMR Advisors
Massachusetts
$1.29M
Citadel Advisors
24
Citadel Advisors
Florida
$1.24M +$1.45M +119,122 New
Renaissance Technologies
25
Renaissance Technologies
New York
$1.02M +$741K +60,700 +161%

WSR Hedge Fund Activity: Q1 2018 in Review

116 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2018, worth a combined $215M — down 31% from $311M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WSR and 9 opened new positions — a net loss of 10 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was PVG Asset Management, adding an estimated $2.85M. The largest seller was Chilton Capital Management, exiting entirely with an estimated $10.1M sold.

  • 116 institutional investors held Whitestone REIT (WSR) as of Q1 2018, down from 126 in Q4 2017.
  • Funds reported $215M of Whitestone REIT stock for Q1 2018, down 31% quarter-over-quarter.
  • 9 funds opened new Whitestone REIT positions in Q1 2018 and 19 closed out, a net change of -10 holders.
  • The largest Whitestone REIT buyer in Q1 2018 was PVG Asset Management, an estimated $2.85M added.
  • The largest Whitestone REIT seller in Q1 2018 was Chilton Capital Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2018.