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WSR

Whitestone REIT
WSR

Delisted

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

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $328K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 154160 (+6)

1.84% more ownership

Funds ownership: 58.66%60.5% (+1.8%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$7.26M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$74.3M -$3.22M -322,949 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$31.5M +$268K +26,873 +0.8%
State Street
3
State Street
Massachusetts
$18.4M +$161K +16,172 +0.9%
FIG
4
Fortress Investment Group
New York
$13.7M +$7.44M +746,697 +110%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.68M +$481K +48,279 +5%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$8.72M +$2.41M +242,000 +37%
NAM
7
Nexpoint Asset Management
Texas
$8.43M -$1.92M -192,500 -18%
Morgan Stanley
8
Morgan Stanley
New York
$8.37M +$1.58M +158,860 +22%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.43M +$166K +16,669 +3%
KCM
10
Kennedy Capital Management
Missouri
$5.82M -$18.5K -1,857 -0.3%
Northern Trust
11
Northern Trust
Illinois
$5.79M +$669K +67,200 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.73M -$140K -14,061 -2%
Invesco
13
Invesco
Georgia
$4.72M -$541K -54,327 -10%
DG
14
DigitalBridge Group
Florida
$4.57M +$4.73M +475,021 New
FP
15
Foundry Partners
Minnesota
$4.33M +$4.48M +449,823 New
BFM
16
Boothbay Fund Management
New York
$4.17M
JP Morgan Chase
17
JP Morgan Chase
New York
$3.64M +$1.21M +121,777 +47%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$3.6M -$419K -42,100 -10%
AQR Capital Management
19
AQR Capital Management
Connecticut
$3.44M -$778K -78,067 -18%
Renaissance Technologies
20
Renaissance Technologies
New York
$3.35M -$203K -20,400 -6%
Ameriprise
21
Ameriprise
Minnesota
$3.32M -$200K -20,096 -6%
Goldman Sachs
22
Goldman Sachs
New York
$2.91M -$47.8K -4,801 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.45M -$103K -10,367 -4%
Barclays
24
Barclays
United Kingdom
$2.12M +$1.96M +196,660 +823%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$2.04M -$80.6K -8,089 -4%

WSR Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2023, worth a combined $289M — up 2.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSR positions and 14 closed out — a net gain of 7 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Fortress Investment Group, adding an estimated $7.44M. The largest seller was Nuveen, cutting an estimated $4.46M.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $289M of Whitestone REIT stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2023 was Fortress Investment Group, an estimated $7.44M added.
  • The largest Whitestone REIT seller in Q3 2023 was Nuveen, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2023.