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WSR

Whitestone REIT
WSR

Delisted

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

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126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $138M → $180M (+$41.2M)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 122 → 126 (+4)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1.26% less ownership

Funds ownership: 54.42% → 53.16% (-1.3%)

41% less call options, than puts

Call options by funds: $284K | Put options by funds: $482K

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.23M
2
BlackRock
BlackRock
New York
+$1.14M
3
Charles Schwab
Charles Schwab
California
+$1.06M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.05M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.05M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.09M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.55M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.39M
4
State Street
State Street
Massachusetts
-$940K
5
AL
AJO LP
Pennsylvania
-$866K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$50.4M +$1.14M +158,531 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M -$1.55M -216,006 -5%
State Street
3
State Street
Massachusetts
$10.1M -$940K -130,742 -9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.42M +$1.23M +170,648 +27%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.08M +$63.5K +8,831 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.01M -$1.39M -193,241 -24%
Northern Trust
7
Northern Trust
Illinois
$3.97M -$510K -70,857 -12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.78M -$847K -117,784 -20%
Charles Schwab
9
Charles Schwab
California
$3.27M +$1.06M +147,509 +56%
PPA
10
Parametric Portfolio Associates
Washington
$3.03M +$1.01M +140,837 +59%
AQR Capital Management
11
AQR Capital Management
Connecticut
$2.62M +$243K +33,773 +11%
Wells Fargo
12
Wells Fargo
California
$2.31M -$68.6K -9,540 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.24M -$370K -51,388 -15%
Principal Financial Group
14
Principal Financial Group
Iowa
$2.18M -$77.9K -10,836 -4%
Goldman Sachs
15
Goldman Sachs
New York
$2.04M -$220K -30,532 -11%
Morgan Stanley
16
Morgan Stanley
New York
$2M +$517K +71,904 +40%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$1.74M -$538K -74,867 -26%
N
18
Nuveen
North Carolina
$1.71M +$139K +19,276 +10%
Ameriprise
19
Ameriprise
Minnesota
$1.71M -$5.83K -811 -0.4%
Barclays
20
Barclays
United Kingdom
$1.66M -$220K -30,611 -13%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$1.63M +$74.4K +10,352 +5%
Man Group
22
Man Group
United Kingdom
$1.31M +$884K +122,900 +295%
Invesco
23
Invesco
Georgia
$1.3M -$6.09M -846,416 -84%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.21M +$482K +67,058 +80%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$1.16M +$1.05M +145,800 New
1
2 3 4 5

WSR Hedge Fund Activity: Q4 2020 in Review

126 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2020, worth a combined $180M — up 30% from $138M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WSR positions and 19 closed out — a net gain of 5 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.23M. The largest seller was Invesco, cutting an estimated $6.09M.

  • 126 institutional investors held Whitestone REIT (WSR) as of Q4 2020, up from 122 in Q3 2020.
  • Funds reported $180M of Whitestone REIT stock for Q4 2020, up 30% quarter-over-quarter.
  • 24 funds opened new Whitestone REIT positions in Q4 2020 and 19 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2020 was Geode Capital Management, an estimated $1.23M added.
  • The largest Whitestone REIT seller in Q4 2020 was Invesco, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2020.