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WSR

Whitestone REIT
WSR

202 hedge funds and large institutions have $473M invested in Whitestone REIT in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,950% more call options, than puts

Call options by funds: $427K | Put options by funds: $14K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 65

4% more funds holding

Funds holding: 195202 (+7)

3% more capital invested

Capital invested by funds: $460M → $473M (+$13.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 64.1%64% (-0.11%)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
72
Reduced
65
Closed
22
Calls
$427K
Puts
$14K
Net Calls
+$413K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M +$5.36M +389,247 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.7M +$979K +71,106 +1%
State Street
3
State Street
Massachusetts
$27.6M -$635K -46,117 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$17.8M -$374K -27,195 -2%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$16M -$1.3M -94,300 -8%
NAM
6
Nexpoint Asset Management
Texas
$12.8M
Morgan Stanley
7
Morgan Stanley
New York
$12M -$1.51M -109,837 -12%
EIM
8
Emmett Investment Management
New York
$11.7M +$2.38M +173,205 +28%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$9.22M -$303K -21,993 -3%
GKIM
10
GW&K Investment Management
Massachusetts
$9.02M +$209K +15,217 +3%
Northern Trust
11
Northern Trust
Illinois
$8.67M -$387K -28,098 -5%
FP
12
Foundry Partners
Minnesota
$8.12M -$13.2K -961 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.69M -$258K -18,710 -4%
Charles Schwab
14
Charles Schwab
California
$6.26M -$153K -11,135 -3%
Goldman Sachs
15
Goldman Sachs
New York
$6.22M +$1.94M +141,183 +49%
Invesco
16
Invesco
Georgia
$5.14M -$2.12M -153,688 -30%
DG
17
DigitalBridge Group
Florida
$4.46M +$1.22M +88,600 +30%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$4.42M +$136K +9,900 +3%
Ameriprise
19
Ameriprise
Minnesota
$4.15M -$121K -8,772 -3%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$3.87M +$877K +63,674 +32%
HCM
21
HGI Capital Management
New York
$3.85M -$2.19M -159,406 -38%
KCM
22
Kennedy Capital Management
Missouri
$3.78M -$3.64M -264,488 -50%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.74M +$89.4K +6,497 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.63M -$1.09M -78,836 -24%
LFG
25
Larson Financial Group
Missouri
$3.18M +$227K +16,518 +8%