WSR

Whitestone REIT
WSR

Overview Fund Activity

198 hedge funds and large institutions have $406M invested in Whitestone REIT in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 31 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
69
Reduced
64
Closed
31
Calls
$205K
Puts
$3K
Net Calls
+$202K
Net Calls Change
-$211K

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$7.26M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$5.84M
3
EIM
3
Emmett Investment Management
New York
$14.3M
4
CCM
4
Chilton Capital Management
Texas
$3.67M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$3.46M

Top Sellers

1
BlackRock
1
BlackRock
New York
$97M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
HCM
3
HGI Capital Management
New York
$0
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$10.1M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$97M 7,768,563 -518,632 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.1M 5,217,963 -47,838 -0.9%
State Street
3
State Street
Massachusetts
$23.3M 1,867,635 -27,856 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$14.7M 1,179,150 -40,820 -3%
EIM
5
Emmett Investment Management
New York
$14.3M 1,145,205 +343,687 +43%
NAM
6
Nexpoint Asset Management
Texas
$10.9M 875,255 – –
First Eagle Investment Management
7
First Eagle Investment Management
New York
$10.1M 811,040 -287,500 -26%
Morgan Stanley
8
Morgan Stanley
New York
$10M 802,752 -21,010 -3%
GKIM
9
GW&K Investment Management
Massachusetts
$7.68M 615,083 -3,850 -0.6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.39M 592,151 -40,559 -6%
CA
11
CSM Advisors
Pennsylvania
$7.26M 581,167 +581,167 New
Northern Trust
12
Northern Trust
Illinois
$6.75M 541,196 -53,657 -9%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$5.84M 467,552 +417,508 +834%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.61M 449,314 -9,660 -2%
Charles Schwab
15
Charles Schwab
California
$5.27M 422,118 -7,538 -2%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$4.8M 384,921 +119,369 +45%
Invesco
17
Invesco
Georgia
$4.25M 340,310 -12,603 -4%
DG
18
DigitalBridge Group
Florida
$4.16M 333,373 -45,719 -12%
Goldman Sachs
19
Goldman Sachs
New York
$4.1M 328,787 -97,848 -23%
CCM
20
Chilton Capital Management
Texas
$3.67M 294,043 +282,963 +2,554%
NL
21
Nuveen LLC
North Carolina
$3.63M 291,030 +153,799 +112%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$3.46M 276,935 +193,380 +231%
LFG
23
Larson Financial Group
Missouri
$3.12M 249,905 +31,709 +15%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.08M 247,104 -9,377 -4%
Ameriprise
25
Ameriprise
Minnesota
$2.97M 238,123 -47,032 -16%
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