WSR

Whitestone REIT

208 hedge funds and large institutions have $464M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 79

Holders
208
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
$274K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.53M
2 +$4.15M
3 +$2.47M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.14M
5
BlackRock
BlackRock
New York
+$1.57M

Top Sellers

1 -$2.39M
2 -$1.62M
3 -$1.15M
4
Jane Street
Jane Street
New York
-$1.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
PharVision Advisers
Florida
$170K
SMDAM
127
Sumitomo Mitsui DS Asset Management
Japan
$168K
VIA
128
Virtus Investment Advisers
Connecticut
$167K
SG Americas Securities
129
SG Americas Securities
New York
$165K
CFS
130
Coordinated Financial Services
Colorado
$161K
AIM
131
Aigen Investment Management
New York
$161K
BP
132
Ballentine Partners
Massachusetts
$161K
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$157K
IP
134
Ignite Planners
California
$156K
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$154K
TIAA Trust, National Association
136
TIAA Trust, National Association
North Carolina
$151K
IC
137
IEQ Capital
California
$149K
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$148K
HF
139
HRT Financial
New York
$144K
M&T Bank
140
M&T Bank
New York
$144K
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$142K
SC
142
SummitTX Capital
Texas
$139K
KK
143
KLP Kapitalforvaltning
Norway
$138K
QCG
144
Quadrant Capital Group
Ohio
$116K
SO
145
STRS Ohio
Ohio
$114K
KAS
146
Kestra Advisory Services
Texas
$90.3K
US Bancorp
147
US Bancorp
Minnesota
$90.1K
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$87.6K
PWPS
149
Pinnacle Wealth Planning Services
Ohio
$81.2K
C
150
Covestor
United Kingdom
$75K