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WSR

Whitestone REIT
WSR

Delisted

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

126 hedge funds and large institutions have $220M invested in Whitestone REIT in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,004% more call options, than puts

Call options by funds: $574K | Put options by funds: $52K

23% more capital invested

Capital invested by funds: $180M → $220M (+$40.4M)

0.4% more ownership

Funds ownership: 53.16%53.56% (+0.4%)

0% more funds holding

Funds holding: 126126 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
37
Reduced
47
Closed
20
Calls
$574K
Puts
$52K
Net Calls
+$522K
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$63.8M +$2.18M +243,941 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$42.1M +$980K +109,433 +3%
State Street
3
State Street
Massachusetts
$14.9M +$2.5M +279,219 +22%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$8.33M +$479K +53,503 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.99M -$184K -20,515 -3%
Charles Schwab
6
Charles Schwab
California
$4.74M +$699K +78,102 +19%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$4.57M -$28.8K -3,216 -0.7%
Northern Trust
8
Northern Trust
Illinois
$4.44M -$361K -40,281 -8%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.25M -$1.7M -190,200 -30%
PPA
10
Parametric Portfolio Associates
Washington
$4.2M +$469K +52,392 +14%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.52M +$731K +81,594 +29%
AQR Capital Management
12
AQR Capital Management
Connecticut
$3.14M -$41.5K -4,632 -1%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$3.12M +$932K +104,058 +48%
Goldman Sachs
14
Goldman Sachs
New York
$2.72M +$220K +24,572 +10%
Principal Financial Group
15
Principal Financial Group
Iowa
$2.66M +$5.06K +565 +0.2%
Invesco
16
Invesco
Georgia
$2.25M +$610K +68,181 +42%
Wells Fargo
17
Wells Fargo
California
$2.2M -$568K -63,450 -22%
Ameriprise
18
Ameriprise
Minnesota
$2.19M +$94.4K +10,547 +5%
N
19
Nuveen
North Carolina
$2.08M -$510 -57 -0%
Morgan Stanley
20
Morgan Stanley
New York
$2.08M -$329K -36,737 -15%
Barclays
21
Barclays
United Kingdom
$2.08M +$50.3K +5,613 +3%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$1.99M +$10.2K +1,138 +0.6%
Bank of America
23
Bank of America
North Carolina
$1.49M +$368K +41,113 +36%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.49M +$101K +11,331 +8%
Prudential Financial
25
Prudential Financial
New Jersey
$1.24M +$263K +29,390 +30%