WSR

Whitestone REIT

209 hedge funds and large institutions have $466M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 77 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)

9% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 77

Holders
209
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
YCM
126
Yousif Capital Management
Michigan
$170K
PA
127
PharVision Advisers
Florida
$170K
SMDAM
128
Sumitomo Mitsui DS Asset Management
Japan
$168K
VIA
129
Virtus Investment Advisers
Connecticut
$167K
SG Americas Securities
130
SG Americas Securities
New York
$165K
CFS
131
Coordinated Financial Services
Colorado
$161K
AIM
132
Aigen Investment Management
New York
$161K
BP
133
Ballentine Partners
Massachusetts
$161K
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$157K
IP
135
Ignite Planners
California
$156K
COPPSERS
136
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$154K
TIAA Trust, National Association
137
TIAA Trust, National Association
North Carolina
$151K
IC
138
IEQ Capital
California
$149K
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$148K
HF
140
HRT Financial
New York
$144K
M&T Bank
141
M&T Bank
New York
$144K
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$142K
SC
143
SummitTX Capital
Texas
$139K
KK
144
KLP Kapitalforvaltning
Norway
$138K
QCG
145
Quadrant Capital Group
Ohio
$116K
SO
146
STRS Ohio
Ohio
$114K
KAS
147
Kestra Advisory Services
Texas
$90.3K
US Bancorp
148
US Bancorp
Minnesota
$90.1K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$87.6K
PWPS
150
Pinnacle Wealth Planning Services
Ohio
$81.2K