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WSR

Whitestone REIT
WSR

Delisted

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

150 hedge funds and large institutions have $203M invested in Whitestone REIT in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

19% more funds holding

Funds holding: 126150 (+24)

4.53% more ownership

Funds ownership: 53.56%58.09% (+4.5%)

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

4% more call options, than puts

Call options by funds: $574K | Put options by funds: $553K

8% less capital invested

Capital invested by funds: $220M → $203M (-$17M)

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
45
Reduced
43
Closed
10
Calls
$574K
Puts
$553K
Net Calls
+$21K
Net Calls Change
-$501K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$58.4M +$4.51M +501,819 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.6M -$17.6M -1,958,213 -45%
State Street
3
State Street
Massachusetts
$13M +$261K +29,064 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.02M -$1.16M -128,921 -15%
Charles Schwab
5
Charles Schwab
California
$5.15M +$1.22M +136,213 +28%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.03M +$1.54M +170,950 +39%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.01M -$92.1K -10,243 -2%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$4.63M +$2.15M +239,656 +74%
PPA
9
Parametric Portfolio Associates
Washington
$4.21M +$701K +78,004 +18%
Goldman Sachs
10
Goldman Sachs
New York
$4.17M +$2.02M +225,264 +80%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.8M -$94.5K -10,509 -2%
Northern Trust
12
Northern Trust
Illinois
$3.78M +$1.53K +170 +0%
Two Sigma Investments
13
Two Sigma Investments
New York
$3.41M +$3.72M +413,874 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$3.2M +$3.48M +387,705 New
Morgan Stanley
15
Morgan Stanley
New York
$2.81M +$1.13M +126,232 +59%
AQR Capital Management
16
AQR Capital Management
Connecticut
$2.63M -$45.4K -5,054 -2%
Principal Financial Group
17
Principal Financial Group
Iowa
$2.28M +$14.7K +1,635 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13M +$2.32M +258,100 New
Prudential Financial
19
Prudential Financial
New Jersey
$2.11M +$1.15M +127,593 +100%
Millennium Management
20
Millennium Management
New York
$2.04M +$2.22M +247,253 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.04M +$2.22M +247,100 New
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1.99M +$1.94M +215,393 +822%
Invesco
23
Invesco
Georgia
$1.96M +$54.3K +6,040 +3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.87M +$614K +68,325 +44%
Ameriprise
25
Ameriprise
Minnesota
$1.76M -$103K -11,428 -5%