WSR

Whitestone REIT
WSR

Overview Fund Activity

203 hedge funds and large institutions have $474M invested in Whitestone REIT in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 22 closing their positions.

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
72
Reduced
64
Closed
22
Calls
$427K
Puts
$14K
Net Calls
+$413K
Net Calls Change
-$293K

Top Buyers

1
BlackRock
1
BlackRock
New York
$121M
2
EIM
2
Emmett Investment Management
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.22M
4
NL
4
Nuveen LLC
North Carolina
$2M
5
Millennium Management
5
Millennium Management
New York
$3.09M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$0
2
KCM
2
Kennedy Capital Management
Missouri
$3.78M
3
HCM
3
HGI Capital Management
New York
$3.85M
4
Invesco
4
Invesco
Georgia
$5.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$3.09M 212,235 +118,791 +127%
Barclays
27
Barclays
United Kingdom
$2.66M 182,259 +16,433 +10%
Wells Fargo
28
Wells Fargo
California
$2.55M 175,176 -5,662 -3%
Bank of America
29
Bank of America
North Carolina
$2.4M 164,689 +36,322 +28%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.3M 158,121 +861 +0.5%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.06M 141,312 +30,925 +28%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.05M 140,987 -5,590 -4%
NL
33
Nuveen LLC
North Carolina
$2M 137,231 +137,231 New
GCM
34
Greenland Capital Management
New York
$1.73M 119,000 +39,000 +49%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.72M 117,915 +3,086 +3%
State Board of Administration of Florida Retirement System
36
State Board of Administration of Florida Retirement System
Florida
$1.64M 112,356 – –
Raymond James Financial
37
Raymond James Financial
Florida
$1.63M 111,661 -1,218 -1%
EWM
38
Empirical Wealth Management
Washington
$1.62M 111,529 +4,744 +4%
Marshall Wace
39
Marshall Wace
United Kingdom
$1.6M 110,138 +110,138 New
GCP
40
GSA Capital Partners
United Kingdom
$1.46M 100,398 +100,398 New
KAS
41
Kestra Advisory Services
Texas
$1.32M 90,910 – –
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$1.22M 83,555 +13,344 +19%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.21M 82,900 – –
Man Group
44
Man Group
United Kingdom
$1.2M 82,697 +32,054 +63%
Citigroup
45
Citigroup
New York
$1.19M 81,697 -1,865 -2%
TAM
46
Third Avenue Management
New York
$1.17M 80,000 – –
Renaissance Technologies
47
Renaissance Technologies
New York
$1.08M 73,984 -54,500 -42%
UBS Group
48
UBS Group
Switzerland
$1.08M 73,879 +21,344 +41%
ECM
49
ExodusPoint Capital Management
New York
$1.04M 71,291 +71,291 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.04M 71,040 +1,665 +2%
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