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WSR

Whitestone REIT
WSR

Delisted

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

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158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $415K

10% more capital invested

Capital invested by funds: $258M → $284M (+$25.4M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.85% less ownership

Funds ownership: 61.76% → 60.91% (-0.85%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1% less funds holding

Funds holding: 160 → 158 (-2)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K

Top Buyers

1
BlackRock
BlackRock
New York
+$2.27M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$1.22M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17M
4
KCM
Kennedy Capital Management
Missouri
+$1.16M
5
FM
Foster & Motley
Ohio
+$986K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$4.94M
2
Charles Schwab
Charles Schwab
California
-$1.91M
3
CP
CenterBook Partners
Connecticut
-$1.46M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.19M
5
HS
Hazelview Securities
Ontario, Canada
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$75.9M +$2.27M +247,050 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.2M +$1.17M +127,561 +4%
CC
3
Conversant Capital
New Jersey
$21.7M +$277K +30,115 +1%
State Street
4
State Street
Massachusetts
$17.6M +$569K +61,788 +4%
NAM
5
Nexpoint Asset Management
Texas
$15.6M +$92K +10,000 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$8.6M +$354K +38,489 +5%
N
7
Nuveen
North Carolina
$7.25M +$606K +65,856 +10%
Morgan Stanley
8
Morgan Stanley
New York
$7.15M +$257K +27,974 +4%
HS
9
Hazelview Securities
Ontario, Canada
$5.73M -$1.14M -123,750 -17%
AQR Capital Management
10
AQR Capital Management
Connecticut
$5.62M +$1.22M +132,312 +29%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.47M -$459K -49,870 -8%
KCM
12
Kennedy Capital Management
Missouri
$5.45M +$1.16M +126,498 +29%
Northern Trust
13
Northern Trust
Illinois
$5.06M -$203K -22,037 -4%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.68M -$780K -84,700 -15%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$3.79M +$978K +106,248 +37%
Ameriprise
16
Ameriprise
Minnesota
$3.56M -$250K -27,128 -7%
BFM
17
Boothbay Fund Management
New York
$3.01M +$558K +60,659 +24%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$2.94M -$79.7K -8,662 -3%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.89M +$121K +13,113 +5%
Invesco
20
Invesco
Georgia
$2.2M +$213K +23,146 +11%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$1.9M -$558K -60,600 -24%
Prudential Financial
22
Prudential Financial
New Jersey
$1.88M +$287K +31,200 +19%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$1.81M +$334K +36,252 +24%
Wells Fargo
24
Wells Fargo
California
$1.67M -$15K -1,632 -0.9%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.67M +$28.7K +3,116 +2%
1
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WSR Hedge Fund Activity: Q4 2022 in Review

158 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2022, worth a combined $284M — up 9.8% from $258M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WSR positions and 18 closed out — a net gain of 1 holder — while 55 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $2.27M. The largest seller was Millennium Management, cutting an estimated $4.94M.

  • 158 institutional investors held Whitestone REIT (WSR) as of Q4 2022, down from 160 in Q3 2022.
  • Funds reported $284M of Whitestone REIT stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 19 funds opened new Whitestone REIT positions in Q4 2022 and 18 closed out, a net change of +1 holder.
  • The largest Whitestone REIT buyer in Q4 2022 was BlackRock, an estimated $2.27M added.
  • The largest Whitestone REIT seller in Q4 2022 was Millennium Management, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2022.