WSR

Whitestone REIT
WSR

Overview Fund Activity

199 hedge funds and large institutions have $406M 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
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
69
Reduced
65
Closed
31
Calls
$516K
Puts
$3K
Net Calls
+$513K
Net Calls Change
+$100K

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$7.26M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.21M
3
EIM
Emmett Investment Management
New York
+$4.31M
4
CCM
Chilton Capital Management
Texas
+$3.53M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.41M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.47M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.42M
3
HCM
HGI Capital Management
New York
-$3.85M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$3.59M
5
GCP
GSA Capital Partners
United Kingdom
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$47.3K -$7.88K -631 -14%
CCM
152
Copeland Capital Management
Pennsylvania
$34.9K -$16.6K -1,333 -32%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$34K +$18.7K +1,487 +123%
GI
154
GAMMA Investing
California
$31.8K +$4.23K +339 +15%
MCM
155
Manchester Capital Management
Vermont
$31.4K – – –
TCOV
156
Trust Company of Vermont
Vermont
$23.7K +$23.7K +1,900 New
AW
157
Avion Wealth
Texas
$18K – – –
EWA
158
EverSource Wealth Advisors
Alabama
$17.8K +$14K +1,124 +372%
SCM
159
Sterling Capital Management
North Carolina
$15.2K +$4.54K +364 +43%
Osaic Holdings
160
Osaic Holdings
Arizona
$14.5K -$14.6K -1,130 -50%
SSG
161
Summit Securities Group
New York
$13.1K +$13.1K +1,050 New
C
162
Covestor
United Kingdom
$13K +$6.09K +464 +88%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$11.5K -$3.3K -264 -22%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$11.2K -$3.33K -267 -23%
GFM
165
GF Fund Management
China
$9.71K -$462 -37 -5%
SAM
166
Smartleaf Asset Management
Massachusetts
$9.62K -$5.79K -462 -38%
DAM
167
Delta Asset Management
Tennessee
$9.05K – – –
SIS
168
Sound Income Strategies
Florida
$8.11K -$5.18K -415 -39%
BNP Paribas Asset Management
169
BNP Paribas Asset Management
France
$8K +$8K +657 New
Jones Financial Companies
170
Jones Financial Companies
Missouri
$7.37K +$7.37K +588 New
GRP
171
Global Retirement Partners
California
$6.45K +$6.45K +517 New
IA
172
IFP Advisors
Florida
$6.42K +$6.42K +514 New
AF
173
Allworth Financial
California
$6.4K +$2K +160 +45%
BIG
174
Brooklyn Investment Group
New York
$4.5K -$1.41K -113 -24%
MCM
175
MAI Capital Management
Ohio
$4.07K -$5.66K -454 -58%
5 6
7
8 9