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 %
BlackRock
1
BlackRock
New York
$121M 8,287,195 +389,247 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.7M 5,265,801 +71,106 +1%
State Street
3
State Street
Massachusetts
$27.6M 1,895,491 -46,117 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$17.8M 1,219,970 -27,195 -2%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$16M 1,098,540 -94,300 -8%
NAM
6
Nexpoint Asset Management
Texas
$12.8M 875,255 – –
Morgan Stanley
7
Morgan Stanley
New York
$12M 823,762 -109,837 -12%
EIM
8
Emmett Investment Management
New York
$11.7M 801,518 +173,205 +28%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$9.22M 632,710 -21,993 -3%
GKIM
10
GW&K Investment Management
Massachusetts
$9.02M 618,933 +15,217 +3%
Northern Trust
11
Northern Trust
Illinois
$8.67M 594,853 -28,098 -5%
FP
12
Foundry Partners
Minnesota
$8.12M 557,312 -961 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.69M 458,974 -18,710 -4%
Charles Schwab
14
Charles Schwab
California
$6.26M 429,656 -11,135 -3%
Goldman Sachs
15
Goldman Sachs
New York
$6.22M 426,635 +141,183 +49%
Invesco
16
Invesco
Georgia
$5.14M 352,913 -153,688 -30%
DG
17
DigitalBridge Group
Florida
$4.46M 379,092 +88,600 +30%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$4.42M 303,100 +9,900 +3%
Ameriprise
19
Ameriprise
Minnesota
$4.15M 285,155 -8,772 -3%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$3.87M 265,552 +63,674 +32%
HCM
21
HGI Capital Management
New York
$3.85M 264,334 -159,406 -38%
KCM
22
Kennedy Capital Management
Missouri
$3.78M 259,296 -264,488 -50%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.74M 256,481 +6,497 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.63M 249,468 -78,836 -24%
LFG
25
Larson Financial Group
Missouri
$3.18M 218,196 +16,518 +8%
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