WSR

Whitestone REIT

209 hedge funds and large institutions have $466M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 77 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)

9% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 77

Holders
209
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
C
151
Covestor
United Kingdom
$75K
ACM
152
Aster Capital Management
United Arab Emirates
$74.9K
CCM
153
Copeland Capital Management
Pennsylvania
$74K
AIP
154
Ameritas Investment Partners
Nebraska
$52.4K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$52K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$49.7K
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$48.9K
Osaic Holdings
158
Osaic Holdings
Arizona
$44.8K
AT
159
Avalon Trust
New Mexico
$44.4K
GI
160
GAMMA Investing
California
$37.7K
SCM
161
Sterling Capital Management
North Carolina
$36.1K
UBS AM
162
UBS AM
Illinois
$29.4K
MCM
163
Manchester Capital Management
Vermont
$27.8K
PB
164
Prosperity Bancshares
Texas
$22.7K
AW
165
Avion Wealth
Texas
$20K
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$18.6K
SAM
167
Smartleaf Asset Management
Massachusetts
$17.2K
TRCT
168
Tower Research Capital (TRC)
New York
$16.6K
CIAM
169
Caitong International Asset Management
Hong Kong
$16K
EWA
170
EverSource Wealth Advisors
Alabama
$14.9K
Bessemer Group
171
Bessemer Group
New Jersey
$14K
BNP Paribas Asset Management
172
BNP Paribas Asset Management
France
$12K
HFS
173
Hantz Financial Services
Michigan
$12K
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$11.8K
QL
175
Quarry LP
New York
$11.5K