WSR

Whitestone REIT
WSR

Overview Fund Activity

198 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, 64 reducing their positions, and 31 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.66%
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
64
Closed
31
Calls
$205K
Puts
$3K
Net Calls
+$202K
Net Calls Change
-$211K

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$7.26M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$5.84M
3
EIM
3
Emmett Investment Management
New York
$14.3M
4
CCM
4
Chilton Capital Management
Texas
$3.67M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$3.46M

Top Sellers

1
BlackRock
1
BlackRock
New York
$97M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
HCM
3
HGI Capital Management
New York
$0
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$10.1M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
151
Copeland Capital Management
Pennsylvania
$34.9K 2,794 -1,333 -32%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$34K 2,700 +1,487 +123%
GI
153
GAMMA Investing
California
$31.8K 2,551 +339 +15%
MCM
154
Manchester Capital Management
Vermont
$31.4K 2,518 – –
TCOV
155
Trust Company of Vermont
Vermont
$23.7K 1,900 +1,900 New
AW
156
Avion Wealth
Texas
$18K 1,500 – –
EWA
157
EverSource Wealth Advisors
Alabama
$17.8K 1,426 +1,124 +372%
SCM
158
Sterling Capital Management
North Carolina
$15.2K 1,219 +364 +43%
Osaic Holdings
159
Osaic Holdings
Arizona
$14.5K 1,125 -1,130 -50%
SSG
160
Summit Securities Group
New York
$13.1K 1,050 +1,050 New
C
161
Covestor
United Kingdom
$13K 990 +464 +88%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$11.5K 920 -264 -22%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$11.2K 896 -267 -23%
GFM
164
GF Fund Management
China
$9.71K 778 -37 -5%
SAM
165
Smartleaf Asset Management
Massachusetts
$9.62K 768 -462 -38%
DAM
166
Delta Asset Management
Tennessee
$9.05K 725 – –
SIS
167
Sound Income Strategies
Florida
$8.11K 650 -415 -39%
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$8K 657 +657 New
Jones Financial Companies
169
Jones Financial Companies
Missouri
$7.37K 588 +588 New
GRP
170
Global Retirement Partners
California
$6.45K 517 +517 New
IA
171
IFP Advisors
Florida
$6.42K 514 +514 New
AF
172
Allworth Financial
California
$6.4K 513 +160 +45%
BIG
173
Brooklyn Investment Group
New York
$4.5K 361 -113 -24%
MCM
174
MAI Capital Management
Ohio
$4.07K 326 -454 -58%
HFS
175
Hantz Financial Services
Michigan
$4K 284 +284 New
5 6
7
8 9