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WSR

Whitestone REIT
WSR

Delisted

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

200 hedge funds and large institutions have $406M invested in Whitestone REIT in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,100% more call options, than puts

Call options by funds: $516K | Put options by funds: $3K

9% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 64

0% more ownership

Funds ownership: 64%64% (+0%)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 202200 (-2)

14% less capital invested

Capital invested by funds: $473M → $406M (-$67.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
70
Reduced
64
Closed
31
Calls
$516K
Puts
$3K
Net Calls
+$513K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97M -$6.6M -518,632 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.1M -$609K -47,838 -0.9%
State Street
3
State Street
Massachusetts
$23.3M -$355K -27,856 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$14.7M -$520K -40,820 -3%
EIM
5
Emmett Investment Management
New York
$14.3M +$4.37M +343,687 +43%
NAM
6
Nexpoint Asset Management
Texas
$10.9M
First Eagle Investment Management
7
First Eagle Investment Management
New York
$10.1M -$3.66M -287,500 -26%
Morgan Stanley
8
Morgan Stanley
New York
$10M -$267K -21,010 -3%
GKIM
9
GW&K Investment Management
Massachusetts
$7.68M -$49K -3,850 -0.6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.39M -$516K -40,559 -6%
CA
11
CSM Advisors
Pennsylvania
$7.25M +$7.4M +581,167 New
Northern Trust
12
Northern Trust
Illinois
$6.75M -$683K -53,657 -9%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$5.84M +$5.31M +417,508 +834%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.61M -$123K -9,660 -2%
Charles Schwab
15
Charles Schwab
California
$5.27M -$95.9K -7,538 -2%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$4.8M +$1.52M +119,369 +45%
Invesco
17
Invesco
Georgia
$4.25M -$160K -12,603 -4%
DG
18
DigitalBridge Group
Florida
$4.16M -$582K -45,719 -12%
Goldman Sachs
19
Goldman Sachs
New York
$4.1M -$1.25M -97,848 -23%
CCM
20
Chilton Capital Management
Texas
$3.67M +$3.6M +282,963 +2,554%
N
21
Nuveen
North Carolina
$3.63M +$1.96M +153,799 +112%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$3.46M +$2.46M +193,380 +231%
LFG
23
Larson Financial Group
Missouri
$3.12M +$404K +31,709 +15%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.08M -$119K -9,377 -4%
Ameriprise
25
Ameriprise
Minnesota
$2.97M -$599K -47,032 -16%

WSR Hedge Fund Activity: Q2 2025 in Review

200 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2025, worth a combined $406M — down 14% from $473M a quarter earlier.

Fund positioning in WSR was balanced in Q2 2025: 31 funds opened new positions, 31 closed out, 70 added to existing stakes and 64 trimmed.

The largest buyer was CSM Advisors, opening a new position worth an estimated $7.4M. The largest seller was BlackRock, cutting an estimated $6.6M.

  • 200 institutional investors held Whitestone REIT (WSR) as of Q2 2025, down from 202 in Q1 2025.
  • Funds reported $406M of Whitestone REIT stock for Q2 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q2 2025 and 31 closed out, a net change of 0 holders.
  • The largest Whitestone REIT buyer in Q2 2025 was CSM Advisors, an estimated $7.4M added.
  • The largest Whitestone REIT seller in Q2 2025 was BlackRock, an estimated $6.6M sold.

Based on aggregated 13F filings for Q2 2025.