WSR

Whitestone REIT
WSR

Overview Fund Activity

198 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, 64 reducing their positions, and 31 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.66%
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
64
Closed
31
Calls
$205K
Puts
$3K
Net Calls
+$202K
Net Calls Change
-$211K

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$7.26M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$5.84M
3
EIM
3
Emmett Investment Management
New York
$14.3M
4
CCM
4
Chilton Capital Management
Texas
$3.67M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$3.46M

Top Sellers

1
BlackRock
1
BlackRock
New York
$97M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
HCM
3
HGI Capital Management
New York
$0
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$10.1M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
176
Hantz Financial Services
Michigan
$4K 284 +284 New
VCM
177
Versant Capital Management
Arizona
$3.97K 318 -332 -51%
WWM
178
Wolff Wiese Magana
California
$3.74K 300 – –
FFA
179
Farther Finance Advisors
California
$2.84K 227 -140 -38%
Group One Trading
180
Group One Trading
Illinois
$2.36K 189 – –
Bessemer Group
181
Bessemer Group
New Jersey
$2K 167 – –
HCA
182
Harbor Capital Advisors
Illinois
$2K 180 +3 +2%
HNB
183
Huntington National Bank
Ohio
$1.76K 141 – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$1.12K 90 +35 +64%
RIL
185
Rothschild Investment LLC
Illinois
$1.12K 90 -50 -36%
SC
186
SouthState Corp
Florida
$986 79 – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$924 74 -206 -74%
PWA
188
Physician Wealth Advisors
Utah
$887 71 +71 New
AAP
189
Arax Advisory Partners
Colorado
$824 66 +66 New
UB
190
UMB Bank
Missouri
$699 56 -205 -79%
AssetMark Inc
191
AssetMark Inc
California
$661 53 – –
CPG
192
Cornerstone Planning Group
New Jersey
$609 50 – –
CT
193
Clearstead Trust
Maine
$425 34 +34 New
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$374 30 – –
TWD
195
True Wealth Design
Ohio
$200 16 -11 -41%
RA
196
Rise Advisors
New York
$127 10 – –
CA
197
Clearstead Advisors
Ohio
$100 8 +8 New
AF
198
Advisornet Financial
Minnesota
$29 2 – –
HIM
199
Hillsdale Investment Management
Ontario, Canada
– – -303,100 Closed
HCM
200
HGI Capital Management
New York
– – -264,334 Closed
6 7
8
9 10