WSR

Whitestone REIT

200 hedge funds and large institutions have $407M 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
200
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
$516K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
151
Point72 Asia (Singapore)
Singapore
$49.8K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$47.3K
CCM
153
Copeland Capital Management
Pennsylvania
$34.9K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$34K
GI
155
GAMMA Investing
California
$31.8K
MCM
156
Manchester Capital Management
Vermont
$31.4K
TCOV
157
Trust Company of Vermont
Vermont
$23.7K
AW
158
Avion Wealth
Texas
$18K
EWA
159
EverSource Wealth Advisors
Alabama
$17.8K
SCM
160
Sterling Capital Management
North Carolina
$15.2K
Osaic Holdings
161
Osaic Holdings
Arizona
$14.5K
SSG
162
Summit Securities Group
New York
$13.1K
C
163
Covestor
United Kingdom
$13K
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$11.5K
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$11.2K
GFM
166
GF Fund Management
China
$9.71K
SAM
167
Smartleaf Asset Management
Massachusetts
$9.62K
DAM
168
Delta Asset Management
Tennessee
$9.05K
SIS
169
Sound Income Strategies
Florida
$8.11K
BNP Paribas Asset Management
170
BNP Paribas Asset Management
France
$8K
Jones Financial Companies
171
Jones Financial Companies
Missouri
$7.37K
GRP
172
Global Retirement Partners
California
$6.45K
IA
173
IFP Advisors
Florida
$6.42K
AF
174
Allworth Financial
California
$6.4K
BIG
175
Brooklyn Investment Group
New York
$4.5K