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 %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.84M 227,882 -21,586 -9%
KCM
27
Kennedy Capital Management
Missouri
$2.79M 223,762 -35,534 -14%
Renaissance Technologies
28
Renaissance Technologies
New York
$2.65M 212,184 +138,200 +187%
Barclays
29
Barclays
United Kingdom
$2.46M 197,084 +14,825 +8%
Wells Fargo
30
Wells Fargo
California
$2.19M 175,186 +10 +0%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$2.08M 166,743 +8,622 +5%
UBS AM
32
UBS AM
Illinois
$2.01M 160,852 +106,467 +196%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.9M 152,644 +11,332 +8%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.77M 141,947 +960 +0.7%
Millennium Management
35
Millennium Management
New York
$1.7M 135,885 -76,350 -36%
GCM
36
Greenland Capital Management
New York
$1.63M 130,933 +11,933 +10%
Raymond James Financial
37
Raymond James Financial
Florida
$1.59M 127,031 +15,370 +14%
Legal & General Group
38
Legal & General Group
United Kingdom
$1.46M 117,105 -810 -0.7%
Bank of America
39
Bank of America
North Carolina
$1.41M 113,257 -51,432 -31%
EWM
40
Empirical Wealth Management
Washington
$1.41M 112,746 +1,217 +1%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.34M 107,755 +43,826 +69%
Lazard Asset Management
42
Lazard Asset Management
New York
$1.18M 94,531 +84,712 +863%
KAS
43
Kestra Advisory Services
Texas
$1.16M 92,910 +2,000 +2%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$1.12M 89,907 +25,466 +40%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.07M 85,387 +14,347 +20%
YIH
46
Y-Intercept (HK)
Hong Kong
$1.06M 84,945 +84,945 New
Man Group
47
Man Group
United Kingdom
$1.05M 84,465 +1,768 +2%
UBS Group
48
UBS Group
Switzerland
$1.04M 83,317 +9,438 +13%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.03M 82,900 – –
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$1M 80,349 -32,007 -28%
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