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WSR

Whitestone REIT
WSR

Delisted

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

207 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 200207 (+7)

0.21% more ownership

Funds ownership: 64%64.2% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $406M → $402M (-$4.39M)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
88
Reduced
53
Closed
22
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
-$263K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$96.2M +$854K +67,796 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.5M +$408K +32,365 +0.6%
State Street
3
State Street
Massachusetts
$22.4M -$513K -40,716 -2%
EIM
4
Emmett Investment Management
New York
$15.4M +$1.48M +117,438 +10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14.5M +$64.6K +5,127 +0.4%
NAM
6
Nexpoint Asset Management
Texas
$10.7M
First Eagle Investment Management
7
First Eagle Investment Management
New York
$8.76M -$1.23M -97,291 -12%
Morgan Stanley
8
Morgan Stanley
New York
$8.6M -$1.29M -102,052 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.53M +$267K +21,215 +4%
GKIM
10
GW&K Investment Management
Massachusetts
$7.37M -$187K -14,837 -2%
CA
11
CSM Advisors
Pennsylvania
$6.93M -$215K -17,074 -3%
Northern Trust
12
Northern Trust
Illinois
$6.8M +$154K +12,236 +2%
DG
13
DigitalBridge Group
Florida
$5.58M +$1.53M +121,401 +36%
Goldman Sachs
14
Goldman Sachs
New York
$5.55M +$1.55M +123,190 +37%
CCM
15
Chilton Capital Management
Texas
$5.26M +$1.69M +133,915 +46%
Charles Schwab
16
Charles Schwab
California
$5.25M +$63.9K +5,073 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.18M -$342K -27,127 -6%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$4.73M +$7.95K +631 +0.2%
N
19
Nuveen
North Carolina
$4.7M +$1.15M +91,370 +31%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.85M +$1.08M +85,409 +37%
Invesco
21
Invesco
Georgia
$3.81M -$382K -30,374 -9%
LFG
22
Larson Financial Group
Missouri
$3.24M +$171K +13,584 +5%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$3.21M -$198K -15,707 -6%
Barclays
24
Barclays
United Kingdom
$2.79M +$380K +30,156 +15%
KCM
25
Kennedy Capital Management
Missouri
$2.74M -$9.87K -784 -0.4%

WSR Hedge Fund Activity: Q3 2025 in Review

207 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2025, worth a combined $402M — down 1.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WSR positions and 22 closed out — a net gain of 7 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.85M. The largest seller was Balyasny Asset Management, cutting an estimated $4.81M.

  • 207 institutional investors held Whitestone REIT (WSR) as of Q3 2025, up from 200 in Q2 2025.
  • Funds reported $402M of Whitestone REIT stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 29 funds opened new Whitestone REIT positions in Q3 2025 and 22 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2025 was First Trust Advisors, an estimated $1.85M added.
  • The largest Whitestone REIT seller in Q3 2025 was Balyasny Asset Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2025.