WSR

Whitestone REIT
WSR

Overview Fund Activity

199 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, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.67%
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
65
Closed
31
Calls
$516K
Puts
$3K
Net Calls
+$513K
Net Calls Change
+$100K

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$7.26M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.21M
3
EIM
Emmett Investment Management
New York
+$4.31M
4
CCM
Chilton Capital Management
Texas
+$3.53M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.41M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.47M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.42M
3
HCM
HGI Capital Management
New York
-$3.85M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$3.59M
5
GCP
GSA Capital Partners
United Kingdom
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$167K – – –
AB
127
Amalgamated Bank
New York
$161K – – –
ASRS
128
Arizona State Retirement System
Arizona
$158K +$3.44K +276 +2%
AIM
129
Aigen Investment Management
New York
$152K +$152K +12,167 New
SMDAM
130
Sumitomo Mitsui DS Asset Management
Japan
$151K – – –
RIM
131
RW Investment Management
Idaho
$148K – – –
Creative Planning
132
Creative Planning
Kansas
$144K -$21.1K -1,689 -13%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$144K +$10.4K +833 +8%
NW
134
Naviter Wealth
Arkansas
$143K – – –
BP
135
Ballentine Partners
Massachusetts
$143K +$143K +11,441 New
EC
136
EntryPoint Capital
New York
$140K -$4.58K -367 -3%
IC
137
IEQ Capital
California
$139K +$139K +11,120 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$136K +$324 +26 +0.2%
JSW
139
Journey Strategic Wealth
New Jersey
$130K -$14.1K -1,127 -10%
PFSRSONJ
140
Police & Firemen's Retirement System of New Jersey
New Jersey
$129K – – –
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$128K – – –
ProShare Advisors
142
ProShare Advisors
Maryland
$126K -$18.9K -1,518 -13%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$124K -$13.3K -1,067 -10%
SO
144
STRS Ohio
Ohio
$115K – – –
KK
145
KLP Kapitalforvaltning
Norway
$105K – – –
US Bancorp
146
US Bancorp
Minnesota
$86.5K -$9.86K -790 -10%
TRCT
147
Tower Research Capital (TRC)
New York
$78.4K +$62.7K +5,026 +401%
AIP
148
Ameritas Investment Partners
Nebraska
$60.3K – – –
BWL
149
Bogart Wealth LLC
Virginia
$53.5K – – –
PAS
150
Point72 Asia (Singapore)
Singapore
$49.8K +$49.8K +3,991 New
4 5
6
7 8