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WSR

Whitestone REIT
WSR

Delisted

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

149 hedge funds and large institutions have $266M invested in Whitestone REIT in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.22M

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $203M → $266M (+$63.2M)

0.77% more ownership

Funds ownership: 58.09%58.86% (+0.77%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 150149 (-1)

Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
60
Reduced
40
Closed
26
Calls
$2.02M
Puts
$1.22M
Net Calls
+$802K
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$71.2M +$1.86M +202,612 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.3M +$946K +103,187 +4%
NAM
3
Nexpoint Asset Management
Texas
$22.2M +$20.8M +2,269,195 New
State Street
4
State Street
Massachusetts
$16M +$635K +69,245 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.44M +$284K +30,979 +4%
Prudential Financial
6
Prudential Financial
New Jersey
$7.41M +$4.6M +502,064 +197%
PPA
7
Parametric Portfolio Associates
Washington
$6.6M +$1.51M +164,257 +32%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.17M +$215K +23,465 +4%
Two Sigma Investments
9
Two Sigma Investments
New York
$5.46M +$1.32M +144,356 +35%
N
10
Nuveen
North Carolina
$5.28M +$3.14M +342,204 +177%
Northern Trust
11
Northern Trust
Illinois
$4.67M +$178K +19,459 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.65M +$138K +15,087 +3%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.51M +$1.96M +213,900 +87%
Millennium Management
14
Millennium Management
New York
$4.14M +$1.62M +176,522 +71%
Goldman Sachs
15
Goldman Sachs
New York
$3.96M -$929K -101,420 -20%
Charles Schwab
16
Charles Schwab
California
$3.46M -$2.48M -270,477 -43%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3.34M +$1.42M +155,370 +83%
Morgan Stanley
18
Morgan Stanley
New York
$3.24M -$88.6K -9,667 -3%
Renaissance Technologies
19
Renaissance Technologies
New York
$3.21M -$2.58M -281,350 -46%
AQR Capital Management
20
AQR Capital Management
Connecticut
$2.95M -$154K -16,776 -5%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.91M +$194K +21,163 +8%
Invesco
22
Invesco
Georgia
$2.74M +$393K +42,843 +18%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$2.67M +$2.51M +273,500 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.29M +$71.6K +7,814 +4%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.22M -$136K -14,864 -6%