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WSR

Whitestone REIT
WSR

Delisted

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

153 hedge funds and large institutions have $288M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $801K

78% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 36

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $266M → $288M (+$22.2M)

3% more funds holding

Funds holding: 149153 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 58.86%58.14% (-0.73%)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
64
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$76.5M +$2.71M +278,443 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$29.1M +$3.76M +385,716 +16%
NAM
3
Nexpoint Asset Management
Texas
$23M
State Street
4
State Street
Massachusetts
$17.9M +$1.22M +125,466 +8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.2M +$473K +48,596 +6%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$7.2M +$3.59M +368,453 +108%
Prudential Financial
7
Prudential Financial
New Jersey
$6.95M -$691K -70,966 -9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.64M +$249K +25,518 +4%
Goldman Sachs
9
Goldman Sachs
New York
$6.32M +$2.14M +219,376 +54%
PPA
10
Parametric Portfolio Associates
Washington
$6.27M -$547K -56,159 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.13M +$1.25M +128,577 +27%
Invesco
12
Invesco
Georgia
$5.08M +$2.16M +221,291 +79%
Northern Trust
13
Northern Trust
Illinois
$5.01M +$169K +17,347 +4%
N
14
Nuveen
North Carolina
$4.97M +$36.2K +3,716 +0.7%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.73M +$56.5K +5,800 +1%
Two Sigma Investments
16
Two Sigma Investments
New York
$4.55M -$1.06M -108,870 -20%
Ameriprise
17
Ameriprise
Minnesota
$4.17M +$1.81M +186,073 +82%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.61M +$278K +28,500 +9%
AQR Capital Management
19
AQR Capital Management
Connecticut
$3.37M +$295K +30,270 +10%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.12M +$106K +10,914 +4%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$2.88M +$100K +10,285 +4%
Morgan Stanley
22
Morgan Stanley
New York
$2.48M -$842K -86,388 -26%
Millennium Management
23
Millennium Management
New York
$2.45M -$1.77M -181,786 -43%
Wells Fargo
24
Wells Fargo
California
$2.45M +$286K +29,322 +14%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.34M +$45.7K +4,695 +2%