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 %
HFS
176
Hantz Financial Services
Michigan
$4K +$4K +284 New
VCM
177
Versant Capital Management
Arizona
$3.97K -$4.14K -332 -51%
WWM
178
Wolff Wiese Magana
California
$3.74K – – –
FFA
179
Farther Finance Advisors
California
$2.84K -$1.75K -140 -38%
Group One Trading
180
Group One Trading
Illinois
$2.36K – – –
Bessemer Group
181
Bessemer Group
New Jersey
$2K – – –
HCA
182
Harbor Capital Advisors
Illinois
$2K +$33 +3 +2%
HNB
183
Huntington National Bank
Ohio
$1.76K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$1.12K +$437 +35 +64%
RIL
185
Rothschild Investment LLC
Illinois
$1.12K -$624 -50 -36%
SC
186
SouthState Corp
Florida
$986 – – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$924 -$2.57K -206 -74%
PWA
188
Physician Wealth Advisors
Utah
$887 +$887 +71 New
AAP
189
Arax Advisory Partners
Colorado
$824 +$824 +66 New
UB
190
UMB Bank
Missouri
$699 -$2.56K -205 -79%
AssetMark Inc
191
AssetMark Inc
California
$661 – – –
CPG
192
Cornerstone Planning Group
New Jersey
$609 – – –
CT
193
Clearstead Trust
Maine
$425 +$425 +34 New
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$374 – – –
TWD
195
True Wealth Design
Ohio
$200 -$138 -11 -41%
RA
196
Rise Advisors
New York
$127 – – –
CA
197
Clearstead Advisors
Ohio
$100 +$100 +8 New
AF
198
Advisornet Financial
Minnesota
$29 – – –
HIM
199
Hillsdale Investment Management
Ontario, Canada
– -$4.42M -303,100 Closed
HCM
200
HGI Capital Management
New York
– -$3.85M -264,334 Closed
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8
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