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WSR

Whitestone REIT
WSR

Delisted

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

126 hedge funds and large institutions have $250M invested in Whitestone REIT in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $647K | Put options by funds: $181K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

16% more capital invested

Capital invested by funds: $215M → $250M (+$35M)

9% more funds holding

Funds holding: 116126 (+10)

2.42% less ownership

Funds ownership: 52.72%50.3% (-2.4%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
45
Reduced
31
Closed
11
Calls
$647K
Puts
$181K
Net Calls
+$466K
Net Calls Change
-$174K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$70.8M +$2.86M +247,838 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.6M -$5.21M -451,492 -11%
Invesco
3
Invesco
Georgia
$18.4M -$4.93M -427,479 -22%
State Street
4
State Street
Massachusetts
$11.8M +$692K +59,977 +7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.8M +$110K +9,513 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.11M +$90.5K +7,842 +1%
Citadel Advisors
7
Citadel Advisors
Florida
$6.29M +$4.44M +384,883 +323%
Northern Trust
8
Northern Trust
Illinois
$5.82M +$261K +22,589 +5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$4.95M +$208K +18,060 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.73M +$315K +27,276 +8%
Principal Financial Group
11
Principal Financial Group
Iowa
$3.87M +$108K +9,398 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$3.09M +$1.72M +149,500 +152%
Goldman Sachs
13
Goldman Sachs
New York
$2.96M +$1.18M +102,617 +76%
Ameriprise
14
Ameriprise
Minnesota
$2.75M +$168K +14,550 +7%
KBC Group
15
KBC Group
Belgium
$2.56M +$2.37M +205,282 New
Charles Schwab
16
Charles Schwab
California
$2.43M +$165K +14,320 +8%
Deutsche Bank
17
Deutsche Bank
Germany
$1.92M -$61.3K -5,317 -3%
Axa
18
Axa
France
$1.87M
Wells Fargo
19
Wells Fargo
California
$1.72M +$54.7K +4,741 +4%
GAMC
20
Garner Asset Management Corp
Texas
$1.71M +$14K +1,210 +0.9%
RA
21
RMR Advisors
Massachusetts
$1.55M
PAM
22
PVG Asset Management
Colorado
$1.48M -$4.53M -392,622 -77%
IECM
23
Intrinsic Edge Capital Management
Illinois
$1.25M +$1.15M +100,000 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$1.23M +$57.9K +5,022 +5%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$1.15M -$4.87M -422,500 -82%

WSR Hedge Fund Activity: Q2 2018 in Review

126 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2018, worth a combined $250M — up 16% from $215M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 11 closed out — a net gain of 11 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.44M. The largest seller was Vanguard Group, cutting an estimated $5.21M.

  • 126 institutional investors held Whitestone REIT (WSR) as of Q2 2018, up from 116 in Q1 2018.
  • Funds reported $250M of Whitestone REIT stock for Q2 2018, up 16% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q2 2018 and 11 closed out, a net change of +11 holders.
  • The largest Whitestone REIT buyer in Q2 2018 was Citadel Advisors, an estimated $4.44M added.
  • The largest Whitestone REIT seller in Q2 2018 was Vanguard Group, an estimated $5.21M sold.

Based on aggregated 13F filings for Q2 2018.