WSR

Whitestone REIT

220 hedge funds and large institutions have $546M invested in Whitestone REIT in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
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
$567K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
GAMMA Investing
California
$100K
PWPS
152
Pinnacle Wealth Planning Services
Ohio
$94.4K
CCM
153
Copeland Capital Management
Pennsylvania
$89.4K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$61.1K
AIP
155
Ameritas Investment Partners
Nebraska
$60.9K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$56.3K
AT
157
Avalon Trust
New Mexico
$54.9K
TRCT
158
Tower Research Capital (TRC)
New York
$41.9K
IUHSA
159
Itau Unibanco Holding S.A.
Brazil
$40.4K
KBC Group
160
KBC Group
Belgium
$33K
MCM
161
Manchester Capital Management
Vermont
$32.3K
PB
162
Prosperity Bancshares
Texas
$26.4K
CSC
163
Caldwell Sutter Capital
California
$24.2K
SCM
164
Sterling Capital Management
North Carolina
$24.1K
AW
165
Avion Wealth
Texas
$24K
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$22.4K
Bessemer Group
167
Bessemer Group
New Jersey
$22K
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$18K
Osaic Holdings
169
Osaic Holdings
Arizona
$16.9K
EWA
170
EverSource Wealth Advisors
Alabama
$16.8K
SAM
171
Smartleaf Asset Management
Massachusetts
$15.5K
Mirae Asset Global Investments
172
Mirae Asset Global Investments
South Korea
$15.3K
Jones Financial Companies
173
Jones Financial Companies
Missouri
$15.1K
HFS
174
Hantz Financial Services
Michigan
$15K
SL
175
Salomon & Ludwin
Virginia
$12.5K