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WSR

Whitestone REIT
WSR

Delisted

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

125 hedge funds and large institutions have $172M invested in Whitestone REIT in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $150M → $172M (+$22.6M)

3% more funds holding

Funds holding: 121125 (+4)

8% less call options, than puts

Call options by funds: $317K | Put options by funds: $346K

1.17% less ownership

Funds ownership: 57.44%56.27% (-1.2%)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
60
Reduced
32
Closed
13
Calls
$317K
Puts
$346K
Net Calls
-$29K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$47.3M +$627K +98,631 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.7M +$471K +74,114 +2%
State Street
3
State Street
Massachusetts
$10.7M +$259K +40,803 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.96M -$5.64M -886,493 -45%
Invesco
5
Invesco
Georgia
$6.59M -$8.87M -1,394,906 -61%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.57M +$267K +41,931 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$4.55M -$312K -49,104 -7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.28M
Northern Trust
9
Northern Trust
Illinois
$4.26M +$25.8K +4,059 +0.7%
WG
10
Winton Group
United Kingdom
$2.63M +$2.03M +319,088 +738%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$2.34M +$1.11M +173,921 +118%
Wells Fargo
12
Wells Fargo
California
$2.29M +$853K +134,172 +74%
Principal Financial Group
13
Principal Financial Group
Iowa
$2.29M +$40.9K +6,431 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.28M +$1.36M +213,446 +214%
Charles Schwab
15
Charles Schwab
California
$1.98M +$140K +21,946 +9%
Ameriprise
16
Ameriprise
Minnesota
$1.7M +$206K +32,351 +16%
PPA
17
Parametric Portfolio Associates
Washington
$1.67M +$515K +81,032 +54%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.57M +$1.37M +216,055 New
Goldman Sachs
19
Goldman Sachs
New York
$1.52M -$921K -144,852 -41%
Morgan Stanley
20
Morgan Stanley
New York
$1.51M +$175K +27,569 +15%
N
21
Nuveen
North Carolina
$1.44M +$164K +25,859 +15%
Barclays
22
Barclays
United Kingdom
$1.35M +$827K +130,102 +235%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$1.23M +$114K +17,978 +12%
Asset Management One
24
Asset Management One
Japan
$1.12M +$539K +84,860 +123%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.05M +$535K +84,130 +141%

WSR Hedge Fund Activity: Q2 2020 in Review

125 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2020, worth a combined $172M — up 15% from $150M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WSR positions and 13 closed out — a net gain of 4 holders — while 60 added to existing stakes and 32 trimmed.

The largest buyer was Winton Group, adding an estimated $2.03M. The largest seller was Invesco, cutting an estimated $8.87M.

  • 125 institutional investors held Whitestone REIT (WSR) as of Q2 2020, up from 121 in Q1 2020.
  • Funds reported $172M of Whitestone REIT stock for Q2 2020, up 15% quarter-over-quarter.
  • 17 funds opened new Whitestone REIT positions in Q2 2020 and 13 closed out, a net change of +4 holders.
  • The largest Whitestone REIT buyer in Q2 2020 was Winton Group, an estimated $2.03M added.
  • The largest Whitestone REIT seller in Q2 2020 was Invesco, an estimated $8.87M sold.

Based on aggregated 13F filings for Q2 2020.