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WSR

Whitestone REIT
WSR

Delisted

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

176 hedge funds and large institutions have $340M invested in Whitestone REIT in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,870% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $194K

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.13% more ownership

Funds ownership: 64.23%64.36% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 56

19% less capital invested

Capital invested by funds: $418M → $340M (-$77.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
56
Reduced
56
Closed
16
Calls
$3.82M
Puts
$194K
Net Calls
+$3.63M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.9M +$3.44M +286,232 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.7M +$499K +41,548 +1%
CC
3
Conversant Capital
New Jersey
$23.6M +$7.64M +635,623 +41%
State Street
4
State Street
Massachusetts
$19.1M +$2.13M +176,835 +11%
NAM
5
Nexpoint Asset Management
Texas
$17.4M -$5.46M -454,265 -22%
HS
6
Hazelview Securities
Ontario, Canada
$9.7M +$5.83K +485 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.99M +$355K +29,495 +4%
N
8
Nuveen
North Carolina
$8.23M +$2.31M +192,013 +33%
Morgan Stanley
9
Morgan Stanley
New York
$8.2M +$6.63M +551,452 +261%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.08M -$59.3K -4,937 -0.7%
Renaissance Technologies
11
Renaissance Technologies
New York
$6.84M +$2.62M +217,965 +52%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.51M -$380K -31,603 -5%
DG
13
DigitalBridge Group
Florida
$6.19M -$2.71M -225,506 -28%
Northern Trust
14
Northern Trust
Illinois
$5.77M +$576K +47,922 +10%
KCM
15
Kennedy Capital Management
Missouri
$4.48M +$592K +49,266 +13%
Ameriprise
16
Ameriprise
Minnesota
$4.22M -$32.8K -2,732 -0.7%
Charles Schwab
17
Charles Schwab
California
$3.57M +$1.38M +114,535 +53%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$3.39M +$3.89M +323,359 New
Two Sigma Investments
19
Two Sigma Investments
New York
$3.39M +$1.57M +130,934 +71%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.07M -$235K -19,587 -6%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$3.02M +$671K +55,789 +25%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$2.99M +$984K +81,900 +42%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.93M -$2.34M -195,045 -42%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.74M -$142K -11,808 -4%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$2.52M +$608K +50,573 +28%

WSR Hedge Fund Activity: Q2 2022 in Review

176 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2022, worth a combined $340M — down 19% from $418M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WSR positions and 16 closed out — a net gain of 19 holders — while 56 added to existing stakes and 56 trimmed.

The largest buyer was Conversant Capital, adding an estimated $7.64M. The largest seller was Invesco, cutting an estimated $13.3M.

  • 176 institutional investors held Whitestone REIT (WSR) as of Q2 2022, up from 163 in Q1 2022.
  • Funds reported $340M of Whitestone REIT stock for Q2 2022, down 19% quarter-over-quarter.
  • 35 funds opened new Whitestone REIT positions in Q2 2022 and 16 closed out, a net change of +19 holders.
  • The largest Whitestone REIT buyer in Q2 2022 was Conversant Capital, an estimated $7.64M added.
  • The largest Whitestone REIT seller in Q2 2022 was Invesco, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2022.