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WSR

Whitestone REIT
WSR

Delisted

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

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $415K

2% less funds holding

Funds holding: 164161 (-3)

5% less capital invested

Capital invested by funds: $406M → $386M (-$20.4M)

5.04% less ownership

Funds ownership: 66.62%61.58% (-5%)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.1M -$658K -53,229 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.5M -$892K -72,164 -1%
State Street
3
State Street
Massachusetts
$24.1M +$400K +32,416 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$14.8M +$481K +38,900 +3%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$13.4M +$1.21M +97,700 +10%
FP
6
Foundry Partners
Minnesota
$11.9M +$1.76M +142,339 +18%
NAM
7
Nexpoint Asset Management
Texas
$11M
Morgan Stanley
8
Morgan Stanley
New York
$10.9M -$9.57M -774,353 -47%
BFM
9
Boothbay Fund Management
New York
$8.28M -$790K -63,982 -9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.26M +$187K +15,168 +2%
KCM
11
Kennedy Capital Management
Missouri
$8.14M -$157K -12,706 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.2M -$129K -10,471 -2%
Northern Trust
13
Northern Trust
Illinois
$7.13M -$300K -24,272 -4%
ECM
14
ExodusPoint Capital Management
New York
$7.11M -$3.28M -265,540 -32%
Invesco
15
Invesco
Georgia
$5.59M -$524K -42,437 -9%
DG
16
DigitalBridge Group
Florida
$4.23M -$1.13M -91,741 -21%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.06M -$182K -14,714 -4%
Ameriprise
18
Ameriprise
Minnesota
$3.82M -$41K -3,317 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.3M +$211K +17,094 +7%
Goldman Sachs
20
Goldman Sachs
New York
$2.65M -$261K -21,159 -9%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.26M -$893K -72,294 -29%
Charles Schwab
22
Charles Schwab
California
$2.19M +$37.4K +3,025 +2%
Wells Fargo
23
Wells Fargo
California
$2.12M +$28.9K +2,336 +1%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.11M -$84K -6,799 -4%
LFG
25
Larson Financial Group
Missouri
$2.05M +$131K +10,643 +7%

WSR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2024, worth a combined $386M — down 5% from $406M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WSR and 21 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 38 added.

The largest buyer was Foundry Partners, adding an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $9.57M.

  • 161 institutional investors held Whitestone REIT (WSR) as of Q1 2024, down from 164 in Q4 2023.
  • Funds reported $386M of Whitestone REIT stock for Q1 2024, down 5% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q1 2024 and 24 closed out, a net change of -3 holders.
  • The largest Whitestone REIT buyer in Q1 2024 was Foundry Partners, an estimated $1.76M added.
  • The largest Whitestone REIT seller in Q1 2024 was Morgan Stanley, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2024.