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WSR

Whitestone REIT
WSR

Delisted

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

122 hedge funds and large institutions have $138M invested in Whitestone REIT in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.84% less ownership

Funds ownership: 56.27%54.42% (-1.8%)

2% less funds holding

Funds holding: 125122 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $172M → $138M (-$34M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

42% less call options, than puts

Call options by funds: $225K | Put options by funds: $387K

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
47
Closed
19
Calls
$225K
Puts
$387K
Net Calls
-$162K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37M -$2.14M -329,493 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.7M -$347K -53,341 -1%
State Street
3
State Street
Massachusetts
$8.35M -$525K -80,705 -5%
Invesco
4
Invesco
Georgia
$6.06M +$672K +103,310 +11%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.93M -$1.77M -272,759 -25%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.81M +$36.5K +5,604 +0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.77M +$264K +40,643 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.56M -$218K -33,550 -5%
Northern Trust
9
Northern Trust
Illinois
$3.41M -$115K -17,598 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.99M +$126K +19,314 +6%
Wells Fargo
11
Wells Fargo
California
$1.8M -$102K -15,715 -5%
AQR Capital Management
12
AQR Capital Management
Connecticut
$1.77M +$512K +78,623 +36%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$1.76M +$1.9M +292,728 New
Goldman Sachs
14
Goldman Sachs
New York
$1.72M +$506K +77,697 +37%
Principal Financial Group
15
Principal Financial Group
Iowa
$1.71M -$195K -29,996 -10%
Charles Schwab
16
Charles Schwab
California
$1.58M -$60.1K -9,230 -3%
PPA
17
Parametric Portfolio Associates
Washington
$1.44M +$58.4K +8,980 +4%
Barclays
18
Barclays
United Kingdom
$1.44M +$350K +53,820 +29%
Ameriprise
19
Ameriprise
Minnesota
$1.29M -$121K -18,538 -8%
N
20
Nuveen
North Carolina
$1.17M -$17.7K -2,719 -1%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$1.16M +$160K +24,517 +14%
Morgan Stanley
22
Morgan Stanley
New York
$1.07M -$187K -28,706 -14%
AL
23
AJO LP
Pennsylvania
$866K +$939K +144,338 New
Asset Management One
24
Asset Management One
Japan
$857K -$71.8K -11,040 -7%
Two Sigma Investments
25
Two Sigma Investments
New York
$782K -$89K -13,673 -9%

WSR Hedge Fund Activity: Q3 2020 in Review

122 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2020, worth a combined $138M — down 20% from $172M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WSR and 17 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 36 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $1.9M. The largest seller was Winton Group, exiting entirely with an estimated $2.63M sold.

  • 122 institutional investors held Whitestone REIT (WSR) as of Q3 2020, down from 125 in Q2 2020.
  • Funds reported $138M of Whitestone REIT stock for Q3 2020, down 20% quarter-over-quarter.
  • 17 funds opened new Whitestone REIT positions in Q3 2020 and 19 closed out, a net change of -2 holders.
  • The largest Whitestone REIT buyer in Q3 2020 was Balyasny Asset Management, an estimated $1.9M added.
  • The largest Whitestone REIT seller in Q3 2020 was Winton Group, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2020.