WSR

Whitestone REIT
WSR

Overview Fund Activity

199 hedge funds and large institutions have $406M invested in Whitestone REIT in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
69
Reduced
65
Closed
31
Calls
$516K
Puts
$3K
Net Calls
+$513K
Net Calls Change
+$100K

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$7.26M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.21M
3
EIM
Emmett Investment Management
New York
+$4.31M
4
CCM
Chilton Capital Management
Texas
+$3.53M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.41M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.47M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.42M
3
HCM
HGI Capital Management
New York
-$3.85M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$3.59M
5
GCP
GSA Capital Partners
United Kingdom
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$97M -$6.47M -518,632 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.1M -$597K -47,838 -0.9%
State Street
3
State Street
Massachusetts
$23.3M -$348K -27,856 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$14.7M -$510K -40,820 -3%
EIM
5
Emmett Investment Management
New York
$14.3M +$4.31M +343,687 +43%
NAM
6
Nexpoint Asset Management
Texas
$10.9M – – –
First Eagle Investment Management
7
First Eagle Investment Management
New York
$10.1M -$3.59M -287,500 -26%
Morgan Stanley
8
Morgan Stanley
New York
$10M -$262K -21,010 -3%
GKIM
9
GW&K Investment Management
Massachusetts
$7.68M -$48K -3,850 -0.6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.39M -$506K -40,559 -6%
CA
11
CSM Advisors
Pennsylvania
$7.26M +$7.26M +581,167 New
Northern Trust
12
Northern Trust
Illinois
$6.75M -$670K -53,657 -9%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$5.84M +$5.21M +417,508 +834%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.61M -$121K -9,660 -2%
Charles Schwab
15
Charles Schwab
California
$5.27M -$94.1K -7,538 -2%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$4.8M +$1.49M +119,369 +45%
Invesco
17
Invesco
Georgia
$4.25M -$157K -12,603 -4%
DG
18
DigitalBridge Group
Florida
$4.16M -$571K -45,719 -12%
Goldman Sachs
19
Goldman Sachs
New York
$4.1M -$1.22M -97,848 -23%
CCM
20
Chilton Capital Management
Texas
$3.67M +$3.53M +282,963 +2,554%
NL
21
Nuveen LLC
North Carolina
$3.63M +$1.92M +153,799 +112%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$3.46M +$2.41M +193,380 +231%
LFG
23
Larson Financial Group
Missouri
$3.12M +$396K +31,709 +15%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.08M -$117K -9,377 -4%
Ameriprise
25
Ameriprise
Minnesota
$2.97M -$587K -47,032 -16%
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