Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
154 hedge funds and large institutions have $289M 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 16 closing their positions.
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
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
8% more capital invested
Capital invested by funds: $267M → $289M (+$22.1M)
3% more funds holding
Funds holding: 150 → 154 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.73% less ownership
Funds ownership: 58.87% → 58.14% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.76M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.59M |
| 3 |
BlackRock
New York
|
+$2.71M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.16M |
| 5 |
Goldman Sachs
New York
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.06M |
| 2 |
Millennium Management
New York
|
-$1.77M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$1.32M |
| 4 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
-$1.11M |
| 5 |
Two Sigma Investments
New York
|
-$1.06M |
WSR Hedge Fund Activity: Q4 2021 in Review
154 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2021, worth a combined $289M — up 8.3% from $267M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WSR positions and 16 closed out — a net gain of 6 holders — while 64 added to existing stakes and 36 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.76M. The largest seller was Bank of Montreal, cutting an estimated $2.06M.
- 154 institutional investors held Whitestone REIT (WSR) as of Q4 2021, up from 150 in Q3 2021.
- Funds reported $289M of Whitestone REIT stock for Q4 2021, up 8.3% quarter-over-quarter.
- 22 funds opened new Whitestone REIT positions in Q4 2021 and 16 closed out, a net change of +6 holders.
- The largest Whitestone REIT buyer in Q4 2021 was Vanguard Group, an estimated $3.76M added.
- The largest Whitestone REIT seller in Q4 2021 was Bank of Montreal, an estimated $2.06M sold.
Based on aggregated 13F filings for Q4 2021.