WSR

Whitestone REIT
WSR

Overview Fund Activity

203 hedge funds and large institutions have $474M invested in Whitestone REIT in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 22 closing their positions.

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
72
Reduced
64
Closed
22
Calls
$427K
Puts
$14K
Net Calls
+$413K
Net Calls Change
-$293K

Top Buyers

1
BlackRock
1
BlackRock
New York
$121M
2
EIM
2
Emmett Investment Management
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.22M
4
NL
4
Nuveen LLC
North Carolina
$2M
5
Millennium Management
5
Millennium Management
New York
$3.09M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$0
2
KCM
2
Kennedy Capital Management
Missouri
$3.78M
3
HCM
3
HGI Capital Management
New York
$3.85M
4
Invesco
4
Invesco
Georgia
$5.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
126
New York State Common Retirement Fund
New York
$195K 13,410 – –
MSRPS
127
Maryland State Retirement & Pension System
Maryland
$195K 13,380 -1,498 -10%
Creative Planning
128
Creative Planning
Kansas
$193K 13,229 +1,541 +13%
AB
129
Amalgamated Bank
New York
$188K 12,883 -110 -0.8%
AFP
130
Ausdal Financial Partners
Iowa
$187K 12,801 +12,801 New
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$184K 12,641 +2,068 +20%
SOW
132
State of Wyoming
Wyoming
$184K 12,596 +8,730 +226%
ASRS
133
Arizona State Retirement System
Arizona
$180K 12,349 -2 -0%
SMDAM
134
Sumitomo Mitsui DS Asset Management
Japan
$176K 12,068 – –
RIM
135
RW Investment Management
Idaho
$172K 11,821 – –
ET
136
Entropy Technologies
New York
$169K 11,632 +1,348 +13%
QL
137
Quarry LP
New York
$169K 11,604 +8,242 +245%
ProShare Advisors
138
ProShare Advisors
Maryland
$169K 11,587 -3,247 -22%
EC
139
EntryPoint Capital
New York
$169K 11,570 +11,570 New
JSW
140
Journey Strategic Wealth
New Jersey
$168K 11,513 – –
NW
141
Naviter Wealth
Arkansas
$167K 11,462 – –
CCM
142
Chilton Capital Management
Texas
$161K 11,080 +8,542 +337%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$160K 10,997 -7,803 -42%
CWM
144
CIBC World Markets
New York
$160K 10,995 +10,995 New
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$158K 10,832 +10,832 New
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$155K 10,666 +10,666 New
PFSRSONJ
147
Police & Firemen's Retirement System of New Jersey
New Jersey
$151K 10,335 – –
AQR Capital Management
148
AQR Capital Management
Connecticut
$151K 10,332 +10,332 New
ECM
149
Evergreen Capital Management
Washington
$150K 10,324 +10,324 New
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$149K 10,224 -300 -3%
4 5
6
7 8