WSR

Whitestone REIT

206 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
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
$250K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.69M
2 -$2.01M
3 -$1.65M
4
Morgan Stanley
Morgan Stanley
New York
-$1.25M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
151
State of Wyoming
Wyoming
$59.9K
QL
152
Quarry LP
New York
$56.1K
BWL
153
Bogart Wealth LLC
Virginia
$52.7K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$48.8K
Osaic Holdings
155
Osaic Holdings
Arizona
$47.7K
AIP
156
Ameritas Investment Partners
Nebraska
$46.3K
Simplex Trading
157
Simplex Trading
Illinois
$45K
AAP
158
Arax Advisory Partners
Colorado
$38.7K
SCM
159
Sterling Capital Management
North Carolina
$38.3K
GI
160
GAMMA Investing
California
$37.2K
MCM
161
Manchester Capital Management
Vermont
$30.9K
TRCT
162
Tower Research Capital (TRC)
New York
$29.2K
PD
163
Point72 (DIFC)
United Arab Emirates
$29.1K
AT
164
Avalon Trust
New Mexico
$25.8K
EWA
165
EverSource Wealth Advisors
Alabama
$18.5K
AW
166
Avion Wealth
Texas
$18K
SAM
167
Smartleaf Asset Management
Massachusetts
$14.3K
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$11.6K
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$10.4K
GFM
170
GF Fund Management
China
$8.9K
DAM
171
Delta Asset Management
Tennessee
$8.9K
BNP Paribas Asset Management
172
BNP Paribas Asset Management
France
$8K
SIS
173
Sound Income Strategies
Florida
$7.55K
Jones Financial Companies
174
Jones Financial Companies
Missouri
$7.36K
IA
175
IFP Advisors
Florida
$7.15K