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WSR

Whitestone REIT
WSR

Delisted

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

133 hedge funds and large institutions have $276M invested in Whitestone REIT in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

165% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $399K

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

16% more funds holding

Funds holding: 115133 (+18)

4.53% more ownership

Funds ownership: 52.05%56.58% (+4.5%)

4% less capital invested

Capital invested by funds: $287M → $276M (-$11.1M)

Holders
133
Holders Change
+18
Holders Change %
+15.65%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
50
Reduced
31
Closed
9
Calls
$1.06M
Puts
$399K
Net Calls
+$657K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$73.3M +$1.8M +132,884 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.9M -$164K -12,100 -0.3%
Invesco
3
Invesco
Georgia
$20.6M +$3.26M +240,604 +17%
State Street
4
State Street
Massachusetts
$12.7M -$84.8K -6,257 -0.6%
Renaissance Technologies
5
Renaissance Technologies
New York
$12.6M +$5.73M +422,700 +70%
AllianceBernstein
6
AllianceBernstein
Tennessee
$9.21M +$2.98M +220,060 +41%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$8.02M +$2.92K +215 +0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.05M +$42.6K +3,145 +0.5%
Northern Trust
9
Northern Trust
Illinois
$6.34M -$87.6K -6,462 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.52M +$586K +43,197 +11%
Principal Financial Group
11
Principal Financial Group
Iowa
$3.96M +$27K +1,994 +0.6%
Goldman Sachs
12
Goldman Sachs
New York
$2.84M +$291K +21,477 +10%
Ameriprise
13
Ameriprise
Minnesota
$2.79M +$12.6K +930 +0.4%
Axa
14
Axa
France
$2.67M -$327K -24,100 -10%
Charles Schwab
15
Charles Schwab
California
$2.6M +$949 +70 +0%
PPA
16
Parametric Portfolio Associates
Washington
$2.47M +$809K +59,681 +42%
TCIM
17
TIAA CREF Investment Management
New York
$2.44M +$1.17M +86,625 +77%
KBC Group
18
KBC Group
Belgium
$1.89M -$693K -51,137 -25%
Marshall Wace
19
Marshall Wace
United Kingdom
$1.86M +$2.06M +152,014 New
Morgan Stanley
20
Morgan Stanley
New York
$1.79M -$114K -8,418 -5%
Wells Fargo
21
Wells Fargo
California
$1.79M +$7.91K +583 +0.4%
IECM
22
Intrinsic Edge Capital Management
Illinois
$1.67M -$121K -8,900 -6%
American Century Companies
23
American Century Companies
Missouri
$1.66M +$1.83M +135,151 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.53M +$1.1M +81,286 +186%
RA
25
RMR Advisors
Massachusetts
$1.53M

WSR Hedge Fund Activity: Q4 2018 in Review

133 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2018, worth a combined $276M — down 3.9% from $287M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 9 closed out — a net gain of 18 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.73M. The largest seller was Citadel Advisors, cutting an estimated $5.09M.

  • 133 institutional investors held Whitestone REIT (WSR) as of Q4 2018, up from 115 in Q3 2018.
  • Funds reported $276M of Whitestone REIT stock for Q4 2018, down 3.9% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q4 2018 and 9 closed out, a net change of +18 holders.
  • The largest Whitestone REIT buyer in Q4 2018 was Renaissance Technologies, an estimated $5.73M added.
  • The largest Whitestone REIT seller in Q4 2018 was Citadel Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2018.