WSR

Whitestone REIT

220 hedge funds and large institutions have $546M invested in Whitestone REIT in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
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
$567K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
201
Root Financial Partners
California
$1.08K
UB
202
UMB Bank
Missouri
$904
CMA
203
Cedar Mountain Advisors
Oregon
$630
BFS
204
Bare Financial Services
Pennsylvania
$581
KFAS
205
Keating Financial Advisory Services
Kansas
$565
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$517
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$485
CIAM
208
Caitong International Asset Management
Hong Kong
$468
TWD
209
True Wealth Design
Ohio
$420
SVCP
210
Silicon Valley Capital Partners
California
$293
S
211
SignatureFD
Georgia
$226
GWM
212
Gilpin Wealth Management
Colorado
$194
KG
213
Kilter Group
New York
$162
TFA
214
Transamerica Financial Advisors
Florida
$113
AF
215
Advisornet Financial
Minnesota
$38
AW
216
Ankerstar Wealth
Texas
$32
DF
217
Dunhill Financial
United Kingdom
$21
GIA
218
GHP Investment Advisors
Colorado
$17
TCM
219
Triumph Capital Management
Colorado
$16
HFS
220
Hughes Financial Services
Virginia
$16
Man Group
221
Man Group
United Kingdom
Millennium Management
222
Millennium Management
New York
AR
223
Advisory Research
Illinois
Two Sigma Advisers
224
Two Sigma Advisers
New York
CCIA
225
Campbell & Co Investment Adviser
Maryland