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WSR

Whitestone REIT
WSR

Delisted

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

211 hedge funds and large institutions have $466M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $402M → $466M (+$64.3M)

2% more funds holding

Funds holding: 207211 (+4)

1.64% more ownership

Funds ownership: 64.2%65.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
211
Holders Change
+4
Holders Change %
+1.93%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
70
Reduced
78
Closed
23
Calls
$274K
Puts
Net Calls
+$274K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$111M +$1.57M +121,473 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.2M +$2.14M +166,306 +3%
State Street
3
State Street
Massachusetts
$25.1M -$246K -19,045 -1%
EIM
4
Emmett Investment Management
New York
$17.5M +$50.3K +3,900 +0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$16.4M -$68K -5,273 -0.4%
GKIM
6
GW&K Investment Management
Massachusetts
$15.4M +$6.53M +506,664 +84%
NAM
7
Nexpoint Asset Management
Texas
$12.2M
Morgan Stanley
8
Morgan Stanley
New York
$10.1M +$351K +27,229 +4%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$9.9M -$9.02K -700 -0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.63M +$106K +8,249 +1%
CCM
11
Chilton Capital Management
Texas
$8.61M +$2.47M +191,888 +45%
CA
12
CSM Advisors
Pennsylvania
$7.93M +$93.1K +7,222 +1%
Northern Trust
13
Northern Trust
Illinois
$7.26M -$394K -30,539 -6%
Goldman Sachs
14
Goldman Sachs
New York
$6.73M +$417K +32,314 +7%
Charles Schwab
15
Charles Schwab
California
$6.08M +$133K +10,348 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.85M -$11.5K -893 -0.2%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$5.17M -$175K -13,575 -4%
DG
18
DigitalBridge Group
Florida
$5.08M -$1.15M -89,174 -20%
ICM
19
Irenic Capital Management
New York
$4.48M +$4.15M +322,176 New
JP Morgan Chase
20
JP Morgan Chase
New York
$4.36M +$8.35K +648 +0.2%
Invesco
21
Invesco
Georgia
$3.76M -$509K -39,483 -13%
LFG
22
Larson Financial Group
Missouri
$3.66M -$3.83K -297 -0.1%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$3.58M -$41.4K -3,212 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.5M +$1.27M +98,699 +64%
Barclays
25
Barclays
United Kingdom
$3.2M +$36.9K +2,864 +1%

WSR Hedge Fund Activity: Q4 2025 in Review

211 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2025, worth a combined $466M — up 16% from $402M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 23 closed out — a net gain of 8 holders — while 70 added to existing stakes and 78 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $6.53M. The largest seller was Nuveen, cutting an estimated $2.39M.

  • 211 institutional investors held Whitestone REIT (WSR) as of Q4 2025, up from 207 in Q3 2025.
  • Funds reported $466M of Whitestone REIT stock for Q4 2025, up 16% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Whitestone REIT buyer in Q4 2025 was GW&K Investment Management, an estimated $6.53M added.
  • The largest Whitestone REIT seller in Q4 2025 was Nuveen, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2025.