WSR

Whitestone REIT
WSR

Overview Fund Activity

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$121M
2
EIM
2
Emmett Investment Management
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.22M
4
NL
4
Nuveen LLC
North Carolina
$2M
5
Millennium Management
5
Millennium Management
New York
$3.09M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$0
2
KCM
2
Kennedy Capital Management
Missouri
$3.78M
3
HCM
3
HGI Capital Management
New York
$3.85M
4
Invesco
4
Invesco
Georgia
$5.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
201
Parallel Advisors
California
$291 20 +20 New
RA
202
Rise Advisors
New York
$147 10 -1,344 -99%
AF
203
Advisornet Financial
Minnesota
$33 2 +2 New
SSA
204
Schonfeld Strategic Advisors
New York
– – -324,739 Closed
CIM
205
Cambria Investment Management
California
– – -42,669 Closed
Franklin Resources
206
Franklin Resources
California
– – -36,751 Closed
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
– – -31,620 Closed
CIC
208
Cornercap Investment Counsel
Georgia
– – -26,637 Closed
YIH
209
Y-Intercept (HK)
Hong Kong
– – -23,222 Closed
Connor, Clark & Lunn Investment Management (CC&L)
210
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -16,842 Closed
Corient Private Wealth
211
Corient Private Wealth
Florida
– – -15,167 Closed
FRM
212
Fox Run Management
Connecticut
– – -14,410 Closed
MGP
213
M&G plc
United Kingdom
– – -12,558 Closed
First Trust Advisors
214
First Trust Advisors
Illinois
– – -11,194 Closed
VI
215
Vestcor Inc
New Brunswick, Canada
– – -8,213 Closed
LFA
216
LGT Financial Advisors
Texas
– – -809 Closed
PAS
217
Point72 Asia (Singapore)
Singapore
– – -703 Closed
VWM
218
Venturi Wealth Management
Texas
– – -652 Closed
AAP
219
Arax Advisory Partners
Colorado
– – -535 Closed
CFGS
220
Concourse Financial Group Securities
Alabama
– – -500 Closed
HB
221
Horizon Bancorp
Indiana
– – -385 Closed
MFG
222
Menard Financial Group
Texas
– – -214 Closed
S
223
SignatureFD
Georgia
– – -29 Closed
IA
224
IFP Advisors
Florida
– – -14 Closed
DF
225
Dunhill Financial
United Kingdom
– – -3 Closed
6 7 8
9
10