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WSR

Whitestone REIT
WSR

Delisted

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

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130 hedge funds and large institutions have $269M invested in Whitestone REIT in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $649K

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0.34% less ownership

Funds ownership: 56.58% → 56.24% (-0.34%)

3% less capital invested

Capital invested by funds: $276M → $269M (-$7.16M)

2% less funds holding

Funds holding: 133 → 130 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
52
Reduced
41
Closed
17
Calls
$1.48M
Puts
$649K
Net Calls
+$834K
Net Calls Change
+$177K

Top Buyers

1
Invesco
Invesco
Georgia
+$4.61M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.49M
3
American Century Companies
American Century Companies
Missouri
+$2.32M
4
BlackRock
BlackRock
New York
+$2.24M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.17M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$9.43M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.86M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$1.67M
4
TCIM
TIAA CREF Investment Management
New York
-$1.59M
5
Axa
Axa
France
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$73.9M +$2.24M +169,509 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.2M +$2.49M +188,467 +5%
Invesco
3
Invesco
Georgia
$24.3M +$4.61M +348,262 +21%
Renaissance Technologies
4
Renaissance Technologies
New York
$14.3M +$2.17M +164,000 +16%
State Street
5
State Street
Massachusetts
$13.5M +$1.18M +89,562 +9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$7.96M +$100K +7,575 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.95M +$32.7K +2,475 +0.4%
Northern Trust
8
Northern Trust
Illinois
$6.19M -$30.8K -2,327 -0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.41M +$1.59K +120 +0%
Principal Financial Group
10
Principal Financial Group
Iowa
$3.84M -$43K -3,251 -1%
American Century Companies
11
American Century Companies
Missouri
$3.74M +$2.32M +175,734 +130%
Goldman Sachs
12
Goldman Sachs
New York
$2.74M -$50.1K -3,789 -2%
Ameriprise
13
Ameriprise
Minnesota
$2.66M -$85.3K -6,451 -3%
Charles Schwab
14
Charles Schwab
California
$2.64M +$99.3K +7,512 +4%
Citadel Advisors
15
Citadel Advisors
Florida
$2.13M +$1.67M +126,515 +249%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.82M +$1.99M +150,273 +11,870%
Wells Fargo
17
Wells Fargo
California
$1.81M +$65.9K +4,981 +3%
CAM
18
ClariVest Asset Management
California
$1.8M +$409K +30,941 +26%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$1.8M +$474K +35,860 +31%
USAA
20
United Services Automobile Association
Texas
$1.77M +$402K +30,400 +26%
Morgan Stanley
21
Morgan Stanley
New York
$1.54M -$239K -18,037 -12%
PPA
22
Parametric Portfolio Associates
Washington
$1.52M -$993K -75,110 -37%
RA
23
RMR Advisors
Massachusetts
$1.5M – – –
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$1.42M +$14.3K +1,079 +0.9%
Axa
25
Axa
France
$1.38M -$1.37M -103,300 -47%
1
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WSR Hedge Fund Activity: Q1 2019 in Review

130 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2019, worth a combined $269M — down 2.6% from $276M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WSR and 14 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Invesco, adding an estimated $4.61M. The largest seller was AllianceBernstein, cutting an estimated $9.43M.

  • 130 institutional investors held Whitestone REIT (WSR) as of Q1 2019, down from 133 in Q4 2018.
  • Funds reported $269M of Whitestone REIT stock for Q1 2019, down 2.6% quarter-over-quarter.
  • 14 funds opened new Whitestone REIT positions in Q1 2019 and 17 closed out, a net change of -3 holders.
  • The largest Whitestone REIT buyer in Q1 2019 was Invesco, an estimated $4.61M added.
  • The largest Whitestone REIT seller in Q1 2019 was AllianceBernstein, an estimated $9.43M sold.

Based on aggregated 13F filings for Q1 2019.