WSR

Whitestone REIT

206 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
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
$250K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.69M
2 -$2.01M
3 -$1.65M
4
Morgan Stanley
Morgan Stanley
New York
-$1.25M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$164K
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$160K
Lazard Asset Management
128
Lazard Asset Management
New York
$157K
ASRS
129
Arizona State Retirement System
Arizona
$157K
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$157K
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$155K
EGM
132
Engineers Gate Manager
New York
$151K
SMDAM
133
Sumitomo Mitsui DS Asset Management
Japan
$148K
Creative Planning
134
Creative Planning
Kansas
$146K
BP
135
Ballentine Partners
Massachusetts
$145K
RIM
136
RW Investment Management
Idaho
$145K
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$140K
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$134K
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$132K
JSW
140
Journey Strategic Wealth
New Jersey
$124K
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$124K
WIM
142
Warwick Investment Management
Texas
$123K
QCG
143
Quadrant Capital Group
Ohio
$108K
KK
144
KLP Kapitalforvaltning
Norway
$103K
SG Americas Securities
145
SG Americas Securities
New York
$101K
SO
146
STRS Ohio
Ohio
$101K
US Bancorp
147
US Bancorp
Minnesota
$85.2K
C
148
Covestor
United Kingdom
$70K
CCM
149
Copeland Capital Management
Pennsylvania
$65.4K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$60K