WSR

Whitestone REIT
WSR

Overview Fund Activity

203 hedge funds and large institutions have $474M invested in Whitestone REIT in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 22 closing their positions.

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
72
Reduced
64
Closed
22
Calls
$427K
Puts
$14K
Net Calls
+$413K
Net Calls Change
-$293K

Top Buyers

1
BlackRock
1
BlackRock
New York
$121M
2
EIM
2
Emmett Investment Management
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.22M
4
Millennium Management
4
Millennium Management
New York
$3.09M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.6M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$0
2
KCM
2
Kennedy Capital Management
Missouri
$3.78M
3
HCM
3
HGI Capital Management
New York
$3.85M
4
Invesco
4
Invesco
Georgia
$5.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$143K 9,819 -1,166 -11%
QCG
152
Quadrant Capital Group
Ohio
$139K 9,570 -5 -0.1%
SO
153
STRS Ohio
Ohio
$134K 9,200 – –
KK
154
KLP Kapitalforvaltning
Norway
$122K 8,400 – –
US Bancorp
155
US Bancorp
Minnesota
$113K 7,725 +346 +5%
CA
156
Crossingbridge Advisors
New York
$92.2K 15,000 -13,470 -47%
AIP
157
Ameritas Investment Partners
Nebraska
$70.4K 4,835 – –
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$64.4K 4,418 +34 +0.8%
BWL
159
Bogart Wealth LLC
Virginia
$62.5K 4,289 – –
CCM
160
Coldstream Capital Management
Washington
$62.2K 4,269 +4,269 New
CCM
161
Copeland Capital Management
Pennsylvania
$60.1K 4,127 +214 +5%
MAM
162
Meeder Asset Management
Ohio
$53.2K 3,653 +3,653 New
MCM
163
Manchester Capital Management
Vermont
$36.7K 2,518 – –
PD
164
Point72 (DIFC)
United Arab Emirates
$33.1K 2,272 +75 +3%
Osaic Holdings
165
Osaic Holdings
Arizona
$32.9K 2,255 +1,428 +173%
GI
166
GAMMA Investing
California
$32.2K 2,212 -50 -2%
NAAA
167
New Age Alpha Advisors
New York
$27.4K 1,878 +1,878 New
Loomis, Sayles & Company
168
Loomis, Sayles & Company
Massachusetts
$26K 1,809 -1,482 -45%
AW
169
Avion Wealth
Texas
$21K 1,500 – –
TRCT
170
Tower Research Capital (TRC)
New York
$18.3K 1,253 -7,202 -85%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$18K 1,213 +16 +1%
SAM
172
Smartleaf Asset Management
Massachusetts
$17.9K 1,230 +98 +9%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$17.3K 1,184 +46 +4%
Mirae Asset Global Investments
174
Mirae Asset Global Investments
South Korea
$16.9K 1,163 -25 -2%
SIS
175
Sound Income Strategies
Florida
$15.5K 1,065 – –
5 6
7
8 9