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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 $150M invested in Whitestone REIT in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $562K | Put options by funds: $267K

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1% more funds holding

Funds holding: 120121 (+1)

0.35% less ownership

Funds ownership: 57.8%57.44% (-0.35%)

53% less capital invested

Capital invested by funds: $320M → $150M (-$170M)

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
46
Reduced
33
Closed
17
Calls
$562K
Puts
$267K
Net Calls
+$295K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.7M -$1.23M -104,112 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.4M +$1.4M +119,096 +3%
Invesco
3
Invesco
Georgia
$14.3M +$643K +54,586 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$12.3M +$4.46M +378,593 +24%
State Street
5
State Street
Massachusetts
$8.88M +$2.11M +178,911 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$4.19M -$260K -22,059 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.65M +$85.4K +7,249 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.64M +$819K +69,552 +13%
Northern Trust
9
Northern Trust
Illinois
$3.61M +$150K +12,766 +2%
Goldman Sachs
10
Goldman Sachs
New York
$2.19M +$2.19M +185,835 +111%
Principal Financial Group
11
Principal Financial Group
Iowa
$1.91M -$150K -12,751 -4%
Charles Schwab
12
Charles Schwab
California
$1.55M +$17.6K +1,491 +0.6%
Ameriprise
13
Ameriprise
Minnesota
$1.25M -$91.8K -7,790 -4%
Wells Fargo
14
Wells Fargo
California
$1.12M +$241K +20,439 +13%
Morgan Stanley
15
Morgan Stanley
New York
$1.12M -$580K -49,233 -21%
N
16
Nuveen
North Carolina
$1.07M +$143K +12,156 +8%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$939K +$174K +14,786 +11%
PPA
18
Parametric Portfolio Associates
Washington
$925K -$328K -27,833 -16%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$914K +$1.74M +147,368 New
RA
20
RMR Advisors
Massachusetts
$772K
Legal & General Group
21
Legal & General Group
United Kingdom
$646K +$14.5K +1,231 +1%
JP Morgan Chase
22
JP Morgan Chase
New York
$618K -$425K -36,098 -27%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$564K
Citadel Advisors
24
Citadel Advisors
Florida
$549K +$1.04M +88,538 New
New York State Teachers Retirement System (NYSTRS)
25
New York State Teachers Retirement System (NYSTRS)
New York
$542K -$4.71K -400 -0.5%

WSR Hedge Fund Activity: Q1 2020 in Review

121 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2020, worth a combined $150M — down 53% from $320M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSR positions and 17 closed out — a net gain of 4 holders — while 46 added to existing stakes and 33 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.46M. The largest seller was Millennium Management, exiting entirely with an estimated $1.96M sold.

  • 121 institutional investors held Whitestone REIT (WSR) as of Q1 2020, up from 120 in Q4 2019.
  • Funds reported $150M of Whitestone REIT stock for Q1 2020, down 53% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q1 2020 and 17 closed out, a net change of +4 holders.
  • The largest Whitestone REIT buyer in Q1 2020 was Renaissance Technologies, an estimated $4.46M added.
  • The largest Whitestone REIT seller in Q1 2020 was Millennium Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2020.