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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 $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,224% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $234K

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 158163 (+5)

2.42% less ownership

Funds ownership: 60.91%58.49% (-2.4%)

6% less capital invested

Capital invested by funds: $284M → $266M (-$17.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$72M -$501K -51,768 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$29.6M +$767K +79,203 +3%
State Street
3
State Street
Massachusetts
$17.5M +$744K +76,827 +4%
NAM
4
Nexpoint Asset Management
Texas
$10.9M -$4.22M -436,000 -27%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.59M +$402K +41,503 +5%
N
6
Nuveen
North Carolina
$8.2M +$1.35M +139,542 +19%
Morgan Stanley
7
Morgan Stanley
New York
$7M +$180K +18,571 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.85M +$97.8K +10,102 +2%
KCM
9
Kennedy Capital Management
Missouri
$5.46M +$279K +28,787 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.31M +$93.4K +9,655 +2%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.02M +$577K +59,600 +12%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$4.95M +$1.4M +145,000 +37%
Northern Trust
13
Northern Trust
Illinois
$4.73M -$99K -10,233 -2%
AQR Capital Management
14
AQR Capital Management
Connecticut
$4.73M -$671K -69,347 -12%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$3.82M +$4.02M +415,700 New
BFM
16
Boothbay Fund Management
New York
$3.41M +$573K +59,213 +19%
Ameriprise
17
Ameriprise
Minnesota
$3.41M +$13.5K +1,391 +0.4%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$2.77M -$42.3K -4,373 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.7M -$63.4K -6,551 -2%
Goldman Sachs
20
Goldman Sachs
New York
$2.55M +$1.35M +139,660 +101%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.13M +$338K +34,900 +18%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$1.81M +$79.5K +8,210 +4%
Wells Fargo
23
Wells Fargo
California
$1.66M +$61.2K +6,322 +4%
Invesco
24
Invesco
Georgia
$1.64M -$478K -49,411 -22%
FM
25
Foster & Motley
Ohio
$1.62M +$672K +69,447 +65%

WSR Hedge Fund Activity: Q1 2023 in Review

163 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2023, worth a combined $266M — down 6.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.02M. The largest seller was Conversant Capital, exiting entirely with an estimated $21.7M sold.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2023, up from 158 in Q4 2022.
  • Funds reported $266M of Whitestone REIT stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q1 2023 was Hillsdale Investment Management, an estimated $4.02M added.
  • The largest Whitestone REIT seller in Q1 2023 was Conversant Capital, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2023.