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WSR

Whitestone REIT
WSR

202 hedge funds and large institutions have $473M invested in Whitestone REIT in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,950% more call options, than puts

Call options by funds: $427K | Put options by funds: $14K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 65

4% more funds holding

Funds holding: 195202 (+7)

3% more capital invested

Capital invested by funds: $460M → $473M (+$13.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 64.1%64% (-0.11%)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
72
Reduced
65
Closed
22
Calls
$427K
Puts
$14K
Net Calls
+$413K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$195K -$20.6K -1,498 -10%
Creative Planning
127
Creative Planning
Kansas
$193K +$21.2K +1,541 +13%
AB
128
Amalgamated Bank
New York
$188K -$1.51K -110 -0.8%
AFP
129
Ausdal Financial Partners
Iowa
$187K +$176K +12,801 New
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$184K +$28.5K +2,068 +20%
SOW
131
State of Wyoming
Wyoming
$184K +$120K +8,730 +226%
ASRS
132
Arizona State Retirement System
Arizona
$180K -$28 -2 -0%
SMDAM
133
Sumitomo Mitsui DS Asset Management
Japan
$176K
RIM
134
RW Investment Management
Idaho
$172K
ET
135
Entropy Technologies
New York
$169K +$18.6K +1,348 +13%
QL
136
Quarry LP
New York
$169K +$113K +8,242 +245%
ProShare Advisors
137
ProShare Advisors
Maryland
$169K -$44.7K -3,247 -22%
EC
138
EntryPoint Capital
New York
$169K +$159K +11,570 New
JSW
139
Journey Strategic Wealth
New Jersey
$168K
NW
140
Naviter Wealth
Arkansas
$167K
CCM
141
Chilton Capital Management
Texas
$161K +$118K +8,542 +337%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$160K -$107K -7,803 -42%
CWM
143
CIBC World Markets
New York
$160K +$151K +10,995 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$158K +$149K +10,832 New
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$155K +$147K +10,666 New
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$151K
AQR Capital Management
147
AQR Capital Management
Connecticut
$151K +$142K +10,332 New
ECM
148
Evergreen Capital Management
Washington
$150K +$142K +10,324 New
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$149K -$4.13K -300 -3%
Lazard Asset Management
150
Lazard Asset Management
New York
$143K -$16.1K -1,166 -11%