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WSR

Whitestone REIT
WSR

Delisted

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

121 hedge funds and large institutions have $313M invested in Whitestone REIT in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $998K | Put options by funds: $300K

60% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 30

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $284M → $313M (+$29.6M)

1% more funds holding

Funds holding: 120121 (+1)

0.47% more ownership

Funds ownership: 56.09%56.56% (+0.47%)

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
48
Reduced
30
Closed
10
Calls
$998K
Puts
$300K
Net Calls
+$698K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$86.1M +$797K +62,115 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.9M +$544K +42,390 +1%
Invesco
3
Invesco
Georgia
$34.2M +$2.69M +209,355 +9%
Renaissance Technologies
4
Renaissance Technologies
New York
$18.2M +$1.35M +104,889 +9%
State Street
5
State Street
Massachusetts
$16.2M +$249K +19,369 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.01M -$36.6K -2,854 -0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.08M +$161K +12,528 +2%
Northern Trust
8
Northern Trust
Illinois
$7.82M +$452K +35,240 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.79M +$20.8K +1,621 +0.3%
Principal Financial Group
10
Principal Financial Group
Iowa
$4.37M -$27.1K -2,108 -0.7%
Charles Schwab
11
Charles Schwab
California
$3.24M +$140K +10,942 +5%
Ameriprise
12
Ameriprise
Minnesota
$3.03M -$19.8K -1,542 -0.7%
Morgan Stanley
13
Morgan Stanley
New York
$2.47M -$60.6K -4,721 -3%
PPA
14
Parametric Portfolio Associates
Washington
$2.45M +$115K +8,944 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.33M +$1.43M +111,107 +190%
Wells Fargo
16
Wells Fargo
California
$2.33M +$63.7K +4,966 +3%
N
17
Nuveen
North Carolina
$2.18M -$32.8K -2,554 -2%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$1.76M +$101K +7,862 +7%
RA
19
RMR Advisors
Massachusetts
$1.71M
Goldman Sachs
20
Goldman Sachs
New York
$1.58M +$235K +18,287 +19%
PI
21
PineBridge Investments
New York
$1.58M +$91.1K +7,094 +7%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.44M -$542K -42,194 -29%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.4M +$177K +13,812 +16%
UBS Group
24
UBS Group
Switzerland
$1.36M +$2.4K +187 +0.2%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.32M +$36.2K +2,822 +3%

WSR Hedge Fund Activity: Q3 2019 in Review

121 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2019, worth a combined $313M — up 10% from $284M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WSR positions and 10 closed out — a net gain of 2 holders — while 48 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $2.69M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $1.95M sold.

  • 121 institutional investors held Whitestone REIT (WSR) as of Q3 2019, up from 120 in Q2 2019.
  • Funds reported $313M of Whitestone REIT stock for Q3 2019, up 10% quarter-over-quarter.
  • 12 funds opened new Whitestone REIT positions in Q3 2019 and 10 closed out, a net change of +2 holders.
  • The largest Whitestone REIT buyer in Q3 2019 was Invesco, an estimated $2.69M added.
  • The largest Whitestone REIT seller in Q3 2019 was United Services Automobile Association, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2019.