WSR

Whitestone REIT

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
Name Market Value Shares Shares
Change
Shares
Change %
SCM
176
Sterling Capital Management
North Carolina
$12.5K 855 -710 -45%
GFM
177
GF Fund Management
China
$11.9K 815 +48 +6%
MCM
178
MAI Capital Management
Ohio
$11.4K 780 +8 +1%
DAM
179
Delta Asset Management
Tennessee
$10.6K 725
VCM
180
Versant Capital Management
Arizona
$9.47K 650
C
181
Covestor
United Kingdom
$8K 526
BIG
182
Brooklyn Investment Group
New York
$6.91K 474 +291 +159%
FFA
183
Farther Finance Advisors
California
$5.36K 367 -175 -32%
AF
184
Allworth Financial
California
$4.64K 353 +71 +25%
EWA
185
EverSource Wealth Advisors
Alabama
$4.4K 302
WWM
186
Wolff Wiese Magana
California
$4.37K 300
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$4.08K 280 +153 +120%
LC
188
Lindbrook Capital
California
$4.04K 277 +48 +21%
UB
189
UMB Bank
Missouri
$3.8K 261 +120 +85%
HCA
190
Harbor Capital Advisors
Illinois
$3K 177 -204 -54%
Group One Trading
191
Group One Trading
Illinois
$2.75K 189 +23 +14%
HNB
192
Huntington National Bank
Ohio
$2.05K 141
RIL
193
Rothschild Investment LLC
Illinois
$2.04K 140 +40 +40%
Bessemer Group
194
Bessemer Group
New Jersey
$2K 167 +17 +11%
SC
195
SouthState Corp
Florida
$1.15K 79 +79 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$802 55 +35 +175%
AssetMark Inc
197
AssetMark Inc
California
$772 53 -22,207 -100%
CPG
198
Cornerstone Planning Group
New Jersey
$660 50
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$437 30
TWD
200
True Wealth Design
Ohio
$394 27 +27 New