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WSR

Whitestone REIT
WSR

Delisted

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

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154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $316K

6% more capital invested

Capital invested by funds: $266M → $281M (+$15.4M)

0.18% more ownership

Funds ownership: 58.49% → 58.66% (+0.18%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

6% less funds holding

Funds holding: 163 → 154 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M

Top Buyers

1
FIG
Fortress Investment Group
New York
+$6.14M
2
Invesco
Invesco
Georgia
+$3.3M
3
BlackRock
BlackRock
New York
+$1.88M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.12M
5
Millennium Management
Millennium Management
New York
+$1.02M

Top Sellers

1
N
Nuveen
North Carolina
-$2.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.59M
3
HF
HRT Financial
New York
-$1.33M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.17M
5
NAM
Nexpoint Asset Management
Texas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$77.9M +$1.88M +209,106 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$31.5M +$257K +28,482 +0.9%
State Street
3
State Street
Massachusetts
$18.4M -$43.4K -4,817 -0.3%
NAM
4
Nexpoint Asset Management
Texas
$10.4M -$1.01M -111,763 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.28M +$213K +23,694 +3%
Morgan Stanley
6
Morgan Stanley
New York
$6.89M -$455K -50,509 -7%
FIG
7
Fortress Investment Group
New York
$6.61M +$6.14M +681,032 New
First Eagle Investment Management
8
First Eagle Investment Management
New York
$6.43M +$1.12M +124,550 +23%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.31M +$136K +15,145 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.91M +$292K +32,448 +6%
KCM
11
Kennedy Capital Management
Missouri
$5.88M +$106K +11,783 +2%
N
12
Nuveen
North Carolina
$5.52M -$2.9M -322,304 -36%
Invesco
13
Invesco
Georgia
$5.28M +$3.3M +366,432 +206%
Northern Trust
14
Northern Trust
Illinois
$5.18M +$179K +19,819 +4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$4.22M -$709K -78,652 -15%
BFM
16
Boothbay Fund Management
New York
$4.2M +$558K +61,956 +17%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$4.04M +$6.31K +700 +0.2%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.58M -$1.59M -176,600 -32%
Ameriprise
19
Ameriprise
Minnesota
$3.54M -$58K -6,441 -2%
Goldman Sachs
20
Goldman Sachs
New York
$2.97M +$262K +29,034 +10%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.57M -$261K -28,953 -10%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.49M +$902K +100,153 +64%
Millennium Management
23
Millennium Management
New York
$2.21M +$1.02M +112,704 +98%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$2.14M -$772K -85,683 -28%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.97M -$259K -28,800 -12%
1
2 3 4 5

WSR Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2023, worth a combined $281M — up 5.8% from $266M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WSR and 13 opened new positions — a net loss of 9 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Fortress Investment Group, opening a new position worth an estimated $6.14M. The largest seller was Nuveen, cutting an estimated $2.9M.

  • 154 institutional investors held Whitestone REIT (WSR) as of Q2 2023, down from 163 in Q1 2023.
  • Funds reported $281M of Whitestone REIT stock for Q2 2023, up 5.8% quarter-over-quarter.
  • 13 funds opened new Whitestone REIT positions in Q2 2023 and 22 closed out, a net change of -9 holders.
  • The largest Whitestone REIT buyer in Q2 2023 was Fortress Investment Group, an estimated $6.14M added.
  • The largest Whitestone REIT seller in Q2 2023 was Nuveen, an estimated $2.9M sold.

Based on aggregated 13F filings for Q2 2023.