WSR

Whitestone REIT
WSR

Overview Fund Activity

199 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, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.67%
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
65
Closed
31
Calls
$516K
Puts
$3K
Net Calls
+$513K
Net Calls Change
+$100K

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$7.26M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.21M
3
EIM
Emmett Investment Management
New York
+$4.31M
4
CCM
Chilton Capital Management
Texas
+$3.53M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.41M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.47M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.42M
3
HCM
HGI Capital Management
New York
-$3.85M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$3.59M
5
GCP
GSA Capital Partners
United Kingdom
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.84M -$269K -21,586 -9%
KCM
27
Kennedy Capital Management
Missouri
$2.79M -$443K -35,534 -14%
Renaissance Technologies
28
Renaissance Technologies
New York
$2.65M +$1.72M +138,200 +187%
Barclays
29
Barclays
United Kingdom
$2.46M +$185K +14,825 +8%
Wells Fargo
30
Wells Fargo
California
$2.19M +$125 +10 +0%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$2.08M +$108K +8,622 +5%
UBS AM
32
UBS AM
Illinois
$2.01M +$1.33M +106,467 +196%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.9M +$141K +11,332 +8%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.77M +$12K +960 +0.7%
Millennium Management
35
Millennium Management
New York
$1.7M -$953K -76,350 -36%
GCM
36
Greenland Capital Management
New York
$1.63M +$149K +11,933 +10%
Raymond James Financial
37
Raymond James Financial
Florida
$1.59M +$192K +15,370 +14%
Legal & General Group
38
Legal & General Group
United Kingdom
$1.46M -$10.1K -810 -0.7%
Bank of America
39
Bank of America
North Carolina
$1.41M -$642K -51,432 -31%
EWM
40
Empirical Wealth Management
Washington
$1.41M +$15.2K +1,217 +1%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.34M +$547K +43,826 +69%
Lazard Asset Management
42
Lazard Asset Management
New York
$1.18M +$1.06M +84,712 +863%
KAS
43
Kestra Advisory Services
Texas
$1.16M +$25K +2,000 +2%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$1.12M +$318K +25,466 +40%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.07M +$179K +14,347 +20%
YIH
46
Y-Intercept (HK)
Hong Kong
$1.06M +$1.06M +84,945 New
Man Group
47
Man Group
United Kingdom
$1.05M +$22.1K +1,768 +2%
UBS Group
48
UBS Group
Switzerland
$1.04M +$118K +9,438 +13%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.03M – – –
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$1M -$399K -32,007 -28%
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