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WSR

Whitestone REIT
WSR

202 hedge funds and large institutions have $473M invested in Whitestone REIT in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,950% more call options, than puts

Call options by funds: $427K | Put options by funds: $14K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 65

4% more funds holding

Funds holding: 195202 (+7)

3% more capital invested

Capital invested by funds: $460M → $473M (+$13.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 64.1%64% (-0.11%)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
72
Reduced
65
Closed
22
Calls
$427K
Puts
$14K
Net Calls
+$413K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$3.09M +$1.64M +118,791 +127%
Barclays
27
Barclays
United Kingdom
$2.66M +$226K +16,433 +10%
Wells Fargo
28
Wells Fargo
California
$2.55M -$78K -5,662 -3%
Bank of America
29
Bank of America
North Carolina
$2.4M +$500K +36,322 +28%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.3M +$11.9K +861 +0.5%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.06M +$426K +30,925 +28%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.05M -$77K -5,590 -4%
N
33
Nuveen
North Carolina
$2M -$3.22M -233,801 -63%
GCM
34
Greenland Capital Management
New York
$1.73M +$537K +39,000 +49%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.72M +$42.5K +3,086 +3%
State Board of Administration of Florida Retirement System
36
State Board of Administration of Florida Retirement System
Florida
$1.64M
Raymond James Financial
37
Raymond James Financial
Florida
$1.63M -$16.8K -1,218 -1%
EWM
38
Empirical Wealth Management
Washington
$1.62M +$65.3K +4,744 +4%
Marshall Wace
39
Marshall Wace
United Kingdom
$1.6M +$1.52M +110,138 New
GCP
40
GSA Capital Partners
United Kingdom
$1.46M +$1.38M +100,398 New
KAS
41
Kestra Advisory Services
Texas
$1.32M
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$1.22M +$184K +13,344 +19%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.21M
Man Group
44
Man Group
United Kingdom
$1.2M +$441K +32,054 +63%
Citigroup
45
Citigroup
New York
$1.19M -$25.7K -1,865 -2%
TAM
46
Third Avenue Management
New York
$1.17M
Renaissance Technologies
47
Renaissance Technologies
New York
$1.08M -$750K -54,500 -42%
UBS Group
48
UBS Group
Switzerland
$1.08M +$294K +21,344 +41%
ECM
49
ExodusPoint Capital Management
New York
$1.04M +$981K +71,291 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.03M +$22.9K +1,665 +2%