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 29 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 23 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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$60K
SOW
152
State of Wyoming
Wyoming
$59.9K
QL
153
Quarry LP
New York
$56.1K
BWL
154
Bogart Wealth LLC
Virginia
$52.7K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$48.8K
Osaic Holdings
156
Osaic Holdings
Arizona
$47.7K
AIP
157
Ameritas Investment Partners
Nebraska
$46.3K
Simplex Trading
158
Simplex Trading
Illinois
$45K
AAP
159
Arax Advisory Partners
Colorado
$38.7K
SCM
160
Sterling Capital Management
North Carolina
$38.3K
GI
161
GAMMA Investing
California
$37.2K
MCM
162
Manchester Capital Management
Vermont
$30.9K
TRCT
163
Tower Research Capital (TRC)
New York
$29.2K
PD
164
Point72 (DIFC)
United Arab Emirates
$29.1K
AT
165
Avalon Trust
New Mexico
$25.8K
EWA
166
EverSource Wealth Advisors
Alabama
$18.5K
AW
167
Avion Wealth
Texas
$18K
SAM
168
Smartleaf Asset Management
Massachusetts
$14.3K
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$11.6K
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$10.4K
GFM
171
GF Fund Management
China
$8.9K
DAM
172
Delta Asset Management
Tennessee
$8.9K
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$8K
SIS
174
Sound Income Strategies
Florida
$7.55K
Jones Financial Companies
175
Jones Financial Companies
Missouri
$7.36K