WSR

Whitestone REIT
WSR

Overview Fund Activity

198 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, 64 reducing their positions, and 31 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.66%
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
64
Closed
31
Calls
$205K
Puts
$3K
Net Calls
+$202K
Net Calls Change
-$211K

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$7.26M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$5.84M
3
EIM
3
Emmett Investment Management
New York
$14.3M
4
CCM
4
Chilton Capital Management
Texas
$3.67M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$3.46M

Top Sellers

1
BlackRock
1
BlackRock
New York
$97M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
HCM
3
HGI Capital Management
New York
$0
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$10.1M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$161K 12,883 – –
ASRS
127
Arizona State Retirement System
Arizona
$158K 12,625 +276 +2%
AIM
128
Aigen Investment Management
New York
$152K 12,167 +12,167 New
SMDAM
129
Sumitomo Mitsui DS Asset Management
Japan
$151K 12,068 – –
RIM
130
RW Investment Management
Idaho
$148K 11,821 – –
Creative Planning
131
Creative Planning
Kansas
$144K 11,540 -1,689 -13%
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$144K 11,499 +833 +8%
NW
133
Naviter Wealth
Arkansas
$143K 11,462 – –
BP
134
Ballentine Partners
Massachusetts
$143K 11,441 +11,441 New
EC
135
EntryPoint Capital
New York
$140K 11,203 -367 -3%
IC
136
IEQ Capital
California
$139K 11,120 +11,120 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$136K 10,858 +26 +0.2%
JSW
138
Journey Strategic Wealth
New Jersey
$130K 10,386 -1,127 -10%
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$129K 10,335 – –
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$128K 10,224 – –
ProShare Advisors
141
ProShare Advisors
Maryland
$126K 10,069 -1,518 -13%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$124K 9,930 -1,067 -10%
SO
143
STRS Ohio
Ohio
$115K 9,200 – –
KK
144
KLP Kapitalforvaltning
Norway
$105K 8,400 – –
US Bancorp
145
US Bancorp
Minnesota
$86.5K 6,935 -790 -10%
TRCT
146
Tower Research Capital (TRC)
New York
$78.4K 6,279 +5,026 +401%
AIP
147
Ameritas Investment Partners
Nebraska
$60.3K 4,835 – –
BWL
148
Bogart Wealth LLC
Virginia
$53.5K 4,289 – –
PAS
149
Point72 Asia (Singapore)
Singapore
$49.8K 3,991 +3,991 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$47.3K 3,787 -631 -14%
4 5
6
7 8