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WSR

Whitestone REIT
WSR

Delisted

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

165 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $848K | Put options by funds: $154K

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $386M → $412M (+$25.9M)

2% more funds holding

Funds holding: 161165 (+4)

0.31% more ownership

Funds ownership: 61.58%61.9% (+0.31%)

Holders
165
Holders Change
+4
Holders Change %
+2.48%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
66
Reduced
49
Closed
21
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$103M -$367K -29,817 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.7M -$882K -71,757 -1%
State Street
3
State Street
Massachusetts
$25.6M +$67K +5,448 +0.3%
BFM
4
Boothbay Fund Management
New York
$16.7M +$7.29M +593,277 +90%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$16.4M +$625K +50,820 +4%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$14.8M +$506K +41,200 +4%
Morgan Stanley
7
Morgan Stanley
New York
$13M +$1.35M +109,444 +13%
FP
8
Foundry Partners
Minnesota
$12.9M +$282K +22,923 +2%
NAM
9
Nexpoint Asset Management
Texas
$11.6M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$9.04M +$262K +21,297 +3%
KCM
11
Kennedy Capital Management
Missouri
$8.19M -$409K -33,238 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.65M +$15.9K +1,292 +0.2%
Northern Trust
13
Northern Trust
Illinois
$7.37M -$179K -14,591 -3%
Invesco
14
Invesco
Georgia
$6.02M +$83K +6,754 +2%
DG
15
DigitalBridge Group
Florida
$5M +$477K +38,827 +12%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.35M +$47.6K +3,876 +1%
Ameriprise
17
Ameriprise
Minnesota
$3.68M -$339K -27,588 -9%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.39M -$97.6K -7,938 -3%
RAM
19
Roumell Asset Management
Maryland
$2.56M +$1.21M +98,350 +105%
Charles Schwab
20
Charles Schwab
California
$2.46M +$130K +10,543 +6%
Goldman Sachs
21
Goldman Sachs
New York
$2.43M -$353K -28,692 -14%
Wells Fargo
22
Wells Fargo
California
$2.34M +$87.1K +7,089 +4%
LFG
23
Larson Financial Group
Missouri
$2.26M +$74.2K +6,039 +4%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.05M +$32K +2,601 +2%
HCM
25
HGI Capital Management
New York
$1.91M -$238K -19,354 -12%

WSR Hedge Fund Activity: Q2 2024 in Review

165 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2024, worth a combined $412M — up 6.7% from $386M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WSR positions and 21 closed out — a net gain of 5 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $7.29M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $7.11M sold.

  • 165 institutional investors held Whitestone REIT (WSR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $412M of Whitestone REIT stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 26 funds opened new Whitestone REIT positions in Q2 2024 and 21 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q2 2024 was Boothbay Fund Management, an estimated $7.29M added.
  • The largest Whitestone REIT seller in Q2 2024 was ExodusPoint Capital Management, an estimated $7.11M sold.

Based on aggregated 13F filings for Q2 2024.