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WSR

Whitestone REIT
WSR

Delisted

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

163 hedge funds and large institutions have $418M invested in Whitestone REIT in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,341% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $223K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

45% more capital invested

Capital invested by funds: $288M → $418M (+$129M)

7% more funds holding

Funds holding: 153163 (+10)

6.09% more ownership

Funds ownership: 58.14%64.23% (+6.1%)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
47
Reduced
59
Closed
22
Calls
$3.21M
Puts
$223K
Net Calls
+$2.99M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$99.7M -$385K -33,573 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.7M +$1.46M +127,186 +4%
NAM
3
Nexpoint Asset Management
Texas
$27.4M -$2.29M -199,412 -9%
State Street
4
State Street
Massachusetts
$21.1M -$1.94M -169,149 -10%
CC
5
Conversant Capital
New Jersey
$20.7M +$17.9M +1,561,930 New
Invesco
6
Invesco
Georgia
$17.4M +$9.31M +811,858 +162%
HS
7
Hazelview Securities
Ontario, Canada
$11.7M +$10.5M +912,500 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.7M -$29.5K -2,573 -0.3%
DG
9
DigitalBridge Group
Florida
$10.6M +$9.19M +800,970 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.79M +$86.6K +7,555 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.45M +$380K +33,129 +5%
PPA
12
Parametric Portfolio Associates
Washington
$8.03M -$143K -12,478 -2%
N
13
Nuveen
North Carolina
$7.39M +$391K +34,129 +6%
Northern Trust
14
Northern Trust
Illinois
$6.48M -$64.7K -5,646 -1%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$6.2M -$2.79M -242,878 -34%
Renaissance Technologies
16
Renaissance Technologies
New York
$5.54M +$704K +61,400 +17%
Ameriprise
17
Ameriprise
Minnesota
$5.24M -$183K -15,928 -4%
Prudential Financial
18
Prudential Financial
New Jersey
$5.06M -$3.49M -304,550 -44%
KCM
19
Kennedy Capital Management
Missouri
$4.87M +$4.21M +367,444 New
AFM
20
Anson Funds Management
Texas
$4.23M +$1.38M +120,000 +60%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.04M -$32.5K -2,836 -0.9%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$3.86M +$84.2K +7,340 +3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.53M -$752K -65,534 -20%
Wells Fargo
24
Wells Fargo
California
$3.03M -$152K -13,237 -5%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.99M -$69.9K -6,098 -3%

WSR Hedge Fund Activity: Q1 2022 in Review

163 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2022, worth a combined $418M — up 45% from $288M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WSR positions and 22 closed out — a net gain of 10 holders — while 47 added to existing stakes and 59 trimmed.

The largest buyer was Conversant Capital, opening a new position worth an estimated $17.9M. The largest seller was Goldman Sachs, cutting an estimated $4.98M.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2022, up from 153 in Q4 2021.
  • Funds reported $418M of Whitestone REIT stock for Q1 2022, up 45% quarter-over-quarter.
  • 32 funds opened new Whitestone REIT positions in Q1 2022 and 22 closed out, a net change of +10 holders.
  • The largest Whitestone REIT buyer in Q1 2022 was Conversant Capital, an estimated $17.9M added.
  • The largest Whitestone REIT seller in Q1 2022 was Goldman Sachs, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2022.