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, 67 increasing their positions, 79 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)

15% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 79

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
DAM
176
Delta Asset Management
Tennessee
$10.1K
SIS
177
Sound Income Strategies
Florida
$9.19K
Jones Financial Companies
178
Jones Financial Companies
Missouri
$8.17K
VCM
179
Versant Capital Management
Arizona
$7.64K
GRP
180
Global Retirement Partners
California
$7.18K
IA
181
IFP Advisors
Florida
$4.56K
FFA
182
Farther Finance Advisors
California
$4.53K
AF
183
Allworth Financial
California
$4.38K
WWM
184
Wolff Wiese Magana
California
$4.17K
SS
185
Sunbelt Securities
Texas
$3.31K
MCM
186
MAI Capital Management
Ohio
$2.37K
HCA
187
Harbor Capital Advisors
Illinois
$2K
HNB
188
Huntington National Bank
Ohio
$1.96K
PA
189
Parallel Advisors
California
$1.75K
Optiver Holding
190
Optiver Holding
Netherlands
$1.6K
RIL
191
Rothschild Investment LLC
Illinois
$1.5K
IAIM
192
International Assets Investment Management
Florida
$1.33K
PFBT
193
Parkside Financial Bank & Trust
Missouri
$1.25K
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$806
UB
195
UMB Bank
Missouri
$778
PWA
196
Physician Wealth Advisors
Utah
$639
BFS
197
Bare Financial Services
Pennsylvania
$500
AssetMark Inc
198
AssetMark Inc
California
$431
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$417
TWD
200
True Wealth Design
Ohio
$362