WSR

Whitestone REIT

208 hedge funds and large institutions have $464M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 79

Holders
208
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$274K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.53M
2 +$4.15M
3 +$2.47M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.14M
5
BlackRock
BlackRock
New York
+$1.57M

Top Sellers

1 -$2.39M
2 -$1.62M
3 -$1.15M
4
Jane Street
Jane Street
New York
-$1.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$510K
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$488K
HighTower Advisors
78
HighTower Advisors
Illinois
$473K
CCIA
79
Campbell & Co Investment Adviser
Maryland
$455K
EWA
80
EP Wealth Advisors
California
$444K
Deutsche Bank
81
Deutsche Bank
Germany
$439K
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$429K
SPS
83
Susquehanna Portfolio Strategies
Pennsylvania
$427K
AA
84
AlphaCentric Advisors
Puerto Rico
$417K
Citadel Advisors
85
Citadel Advisors
Florida
$373K
DA
86
Denali Advisors
California
$357K
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$354K
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$343K
CAM
89
Cresset Asset Management
Illinois
$342K
IMRF
90
Illinois Municipal Retirement Fund
Illinois
$338K
MIM
91
MetLife Investment Management
New Jersey
$326K
BIG
92
Brooklyn Investment Group
New York
$319K
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$318K
HW
94
Hancock Whitney
Mississippi
$294K
Citigroup
95
Citigroup
New York
$292K
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$291K
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$286K
FFP
98
FourThought Financial Partners
Florida
$286K
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$284K
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$275K