WSR

Whitestone REIT

208 hedge funds and large institutions have $464M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 78

Holders
208
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
$274K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.53M
2 +$4.15M
3 +$2.47M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.14M
5
BlackRock
BlackRock
New York
+$1.57M

Top Sellers

1 -$2.39M
2 -$1.62M
3 -$1.15M
4
Jane Street
Jane Street
New York
-$1.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Aster Capital Management
United Arab Emirates
$74.9K
CCM
152
Copeland Capital Management
Pennsylvania
$74K
AIP
153
Ameritas Investment Partners
Nebraska
$52.4K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$52K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$49.7K
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$48.9K
Osaic Holdings
157
Osaic Holdings
Arizona
$44.8K
AT
158
Avalon Trust
New Mexico
$44.4K
GI
159
GAMMA Investing
California
$37.7K
SCM
160
Sterling Capital Management
North Carolina
$36.1K
UBS AM
161
UBS AM
Illinois
$29.4K
MCM
162
Manchester Capital Management
Vermont
$27.8K
PB
163
Prosperity Bancshares
Texas
$22.7K
AW
164
Avion Wealth
Texas
$20K
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$18.6K
SAM
166
Smartleaf Asset Management
Massachusetts
$17.2K
TRCT
167
Tower Research Capital (TRC)
New York
$16.6K
CIAM
168
Caitong International Asset Management
Hong Kong
$16K
EWA
169
EverSource Wealth Advisors
Alabama
$14.9K
Bessemer Group
170
Bessemer Group
New Jersey
$14K
BNP Paribas Asset Management
171
BNP Paribas Asset Management
France
$12K
HFS
172
Hantz Financial Services
Michigan
$12K
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$11.8K
QL
174
Quarry LP
New York
$11.5K
GFM
175
GF Fund Management
China
$10.6K