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WSR

Whitestone REIT
WSR

Delisted

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

164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $374K

41% more capital invested

Capital invested by funds: $289M → $406M (+$118M)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

6.12% more ownership

Funds ownership: 60.5%66.62% (+6.1%)

3% more funds holding

Funds holding: 160164 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$95.8M +$863K +80,520 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.9M +$24.2M +2,257,984 +69%
State Street
3
State Street
Massachusetts
$23.2M -$301K -28,078 -1%
Morgan Stanley
4
Morgan Stanley
New York
$20.2M +$8.3M +775,028 +89%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14M +$1.48M +137,795 +14%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$11.9M +$705K +65,816 +7%
NAM
7
Nexpoint Asset Management
Texas
$10.8M
ECM
8
ExodusPoint Capital Management
New York
$10.2M +$8.91M +831,769 New
FP
9
Foundry Partners
Minnesota
$9.92M +$3.82M +356,948 +79%
FIG
10
Fortress Investment Group
New York
$9.09M -$7.38M -688,315 -48%
BFM
11
Boothbay Fund Management
New York
$8.9M +$3.12M +290,799 +67%
KCM
12
Kennedy Capital Management
Missouri
$8.13M +$618K +57,652 +10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$7.9M -$261K -24,360 -4%
Northern Trust
14
Northern Trust
Illinois
$7.28M -$101K -9,399 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.18M -$117K -10,875 -2%
Invesco
16
Invesco
Georgia
$6M -$23.3K -2,175 -0.4%
DG
17
DigitalBridge Group
Florida
$5.27M -$498K -46,450 -10%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.15M -$433K -40,432 -11%
Ameriprise
19
Ameriprise
Minnesota
$3.78M -$395K -36,850 -11%
Renaissance Technologies
20
Renaissance Technologies
New York
$3.1M -$1.03M -95,806 -28%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.02M -$90.8K -8,476 -3%
Goldman Sachs
22
Goldman Sachs
New York
$2.86M -$742K -69,286 -23%
Barclays
23
Barclays
United Kingdom
$2.76M +$45.5K +4,244 +2%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$2.5M -$94.4K -8,811 -4%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.15M -$1.95M -182,198 -51%

WSR Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2023, worth a combined $406M — up 41% from $289M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 51 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24.2M. The largest seller was Fortress Investment Group, cutting an estimated $7.38M.

  • 164 institutional investors held Whitestone REIT (WSR) as of Q4 2023, up from 160 in Q3 2023.
  • Funds reported $406M of Whitestone REIT stock for Q4 2023, up 41% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2023 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2023 was Vanguard Group, an estimated $24.2M added.
  • The largest Whitestone REIT seller in Q4 2023 was Fortress Investment Group, an estimated $7.38M sold.

Based on aggregated 13F filings for Q4 2023.