WSR

Whitestone REIT

200 hedge funds and large institutions have $407M 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
200
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
$516K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$4.07K
HFS
177
Hantz Financial Services
Michigan
$4K
VCM
178
Versant Capital Management
Arizona
$3.97K
WWM
179
Wolff Wiese Magana
California
$3.74K
FFA
180
Farther Finance Advisors
California
$2.84K
Group One Trading
181
Group One Trading
Illinois
$2.36K
Bessemer Group
182
Bessemer Group
New Jersey
$2K
HCA
183
Harbor Capital Advisors
Illinois
$2K
HNB
184
Huntington National Bank
Ohio
$1.76K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$1.12K
RIL
186
Rothschild Investment LLC
Illinois
$1.12K
SC
187
SouthState Corp
Florida
$986
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$924
PWA
189
Physician Wealth Advisors
Utah
$887
AAP
190
Arax Advisory Partners
Colorado
$824
UB
191
UMB Bank
Missouri
$699
AssetMark Inc
192
AssetMark Inc
California
$661
CPG
193
Cornerstone Planning Group
New Jersey
$609
CT
194
Clearstead Trust
Maine
$425
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$374
TWD
196
True Wealth Design
Ohio
$200
RA
197
Rise Advisors
New York
$127
CA
198
Clearstead Advisors
Ohio
$100
AF
199
Advisornet Financial
Minnesota
$29
HIM
200
Hillsdale Investment Management
Ontario, Canada