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Whitestone REIT hedge fund holdings

WSR
$18.99Delayed · as of Jul 13, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WSR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Jul 13, 2026 to Jul 13, 2026. Price (+0.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257074$39.3M$37.7M186Aug 14, 2025
Q3 20258155$42.5M$21.4M194Nov 14, 2025
Q4 20255870$29M$37.6M198Feb 14, 2026
Q1 20267854$36.6M$29.3M211May 15, 2026
Q2 20268175$249M$111M204Aug 14, 2026

Quarterly action breakdown

Q2 2026
204 filers
New position
34
$146M+7.72M sh
Increased
47
$103M+5.43M sh
Reduced
47
-$95.2M-3.82M sh
Out / sold
28
-$16.1M-995K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Nexpoint Asset Management, L.P.Added 248.49%+$41.2M$57.8M3.86%Aug 14, 2026
Emmett Investment Management, LPReduce 81.38%-$32.4M$7.42M5.20%Aug 14, 2026
Water Island Capital LLCNew Buy+$23.3M$23.3M2.17%Aug 14, 2026
Irenic Capital Management LPReduce 67.74%-$16.3M$7.74M0.37%Aug 14, 2026
Chilton Capital Management LLCReduce 99.81%-$12.8M$24.6K0.00%Aug 4, 2026
First Eagle Investment Management, LLCAdded 87.91%+$12.4M$26.4M0.02%Aug 24, 2026
Alpine Associates Management Inc.New Buy+$12.1M$12.1M0.76%Aug 6, 2026
FIL LtdNew Buy+$9.45M$9.45M0.01%Aug 13, 2026
Vestcor IncAdded 3631.81%+$6.22M$6.4M0.16%Aug 11, 2026
Transmarket Holdings LPNew Buy+$4.65M$4.65M3.41%Jul 21, 2026
DigitalBridge Group, Inc.Sell 100%-$4.57M$00.00%Aug 14, 2026
CSM Advisors, LLCReduce 27.98%-$3.01M$7.76M0.17%Aug 14, 2026
JCP Investment Management, LLCNew Buy+$2.18M$2.18M1.16%Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementReduce 83.85%-$2.13M$410K0.01%Jul 15, 2026
Abc Arbitrage SANew Buy+$1.82M$1.82M0.20%Jul 20, 2026
VARCOV Co.New Buy+$1.36M$1.36M0.52%Aug 14, 2026
Tidal Investments LLCNew Buy+$764K$764K0.00%Aug 13, 2026
Menard Financial Group LLCNew Buy+$738K$738K0.40%Aug 7, 2026
Greenland Capital Management LPSell 100%-$727K$00.00%Aug 12, 2026
PenderFund Capital Management Ltd.New Buy+$609K$609K0.08%Aug 17, 2026
Garner Asset Management CorpSell 100%-$538K$00.00%Aug 7, 2026
PFG Investments, LLCNew Buy+$495K$495K0.02%Jul 23, 2026
Susquehanna Portfolio Strategies, LLCReduce 64.93%-$470K$254K0.00%Aug 14, 2026
Crossingbridge Advisors, LLCSell 100%-$460K$00.00%Aug 13, 2026
Safe Harbor Family Capital, LLCSell 100%-$293K$00.00%Aug 11, 2026
Pinnacle Associates LtdNew Buy+$250K$250K0.00%Aug 3, 2026
Eurizon Capital SGR S.p.A.Reduce 59.08%-$247K$171K0.00%Jul 29, 2026
Park Avenue Securities LLCSell 100%-$214K$00.00%Jul 20, 2026
Quantinno Capital Management LPAdded 13.70%+$184K$1.53M0.00%Aug 13, 2026
RW Investment Management LLCSell 100%-$170K$00.00%Aug 6, 2026
Graham Capital Management, L.P.Sell 100%-$164K$00.00%Aug 14, 2026
KLP Kapitalforvaltning AsSell 100%-$160K$00.00%Aug 12, 2026
First Trust Advisors LPAdded 5.04%+$144K$3.01M0.00%Aug 11, 2026
State of Alaska, Department of RevenueReduce 14.92%-$133K$761K0.01%Jul 20, 2026
Public Sector Pension Investment BoardReduce 3.28%-$100K$2.95M0.01%Aug 13, 2026
Thrivent Financial for LutheransAdded 15.15%+$92.6K$704K0.00%Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 13.31%+$89.2K$759K0.00%Aug 7, 2026
Kennedy Capital Management LLCReduce 1.91%-$81.8K$4.19M0.07%Aug 14, 2026
CANADA LIFE ASSURANCE CoAdded 5.54%+$63.9K$1.22M0.00%Aug 13, 2026
Nomura Asset Management Co LtdAdded 4.34%+$56.9K$1.37M0.00%Aug 13, 2026
Illinois Municipal Retirement FundAdded 13.81%+$55.6K$458K0.01%Aug 12, 2026
Avalon Trust CoSell 100%-$54.9K$00.00%Aug 6, 2026
Itau Unibanco Holding S.A.Sell 100%-$40.4K$00.00%Aug 14, 2026
Asset Management One Co., Ltd.Reduce 3.04%-$37.4K$1.2M0.00%Jul 28, 2026
Exchange Traded Concepts, LLCAdded 1.25%+$34.9K$2.84M0.01%Aug 11, 2026
Virtus Investment Advisers, LLCReduce 11.24%-$24.7K$195K0.05%Aug 11, 2026
Caldwell Sutter Capital, Inc.Sell 100%-$24.2K$00.00%Aug 5, 2026
Prosperity Bancshares IncReduce 77.46%-$24K$7K0.00%Aug 14, 2026
Avion WealthSell 100%-$24K$00.00%Jul 31, 2026
Resona Asset Management Co.,Ltd.Reduce 5.76%-$22.4K$367K0.00%Jul 29, 2026
Grove Bank & TrustNew Buy+$19K$19K0.00%Jul 7, 2026
Yousif Capital Management, LLCReduce 7.05%-$16.1K$212K0.00%Jul 16, 2026
Sumitomo Mitsui Trust Group, Inc.Reduce 1.49%-$15.4K$1.01M0.00%Jul 30, 2026
Swiss Life Asset Management LtdAdded 7.39%+$15K$217K0.00%Jul 29, 2026
Doliver Advisors, LPReduce 3.75%-$11.4K$292K0.07%Jul 10, 2026
Sound Income Strategies, LLCSell 100%-$10.6K$00.00%Jul 20, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 27.09%+$7.13K$33.4K0.00%Aug 13, 2026
Hancock Whitney CorpReduce 1.58%-$5.97K$373K0.01%Aug 14, 2026
Natixis Advisors, LLCReduce 1.32%-$4.99K$374K0.00%Aug 14, 2026
Ignite Planners, LLCReduce 2.29%-$4.74K$203K0.03%Jul 23, 2026
Daiwa Securities Group Inc.Reduce 0.97%-$3.26K$333K0.00%Jul 31, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$2.7K$00.00%Aug 13, 2026
Picton Mahoney Asset ManagementNew Buy+$2.64K$2.64K0.00%Aug 13, 2026
Harbor Capital Advisors, Inc.Reduce 23.06%-$2.1K$7K0.00%Aug 7, 2026
Oregon Public Employees Retirement FundReduce 0.23%-$455$193K0.00%Jul 29, 2026
UMB Bank, n.a.Added 35.71%+$379$1.44K0.00%Aug 13, 2026
JFS Wealth Advisors, LLCNew Buy+$152$1520.00%Jul 10, 2026
Zions Bancorporation, National AssociationNew Buy+$114$1140.00%Jul 31, 2026
Quarry LPAdded 5.97%+$76$1.35K0.00%Aug 14, 2026
Davis Capital ManagementNew Buy+$57$570.00%Jul 16, 2026
Pinnacle Wealth Planning Services, Inc.Added 0.05%+$57$111K0.01%Aug 7, 2026
Hughes Financial Services, LLCAdded 100.00%+$19$380.00%Jul 20, 2026
Evolution Advisers, Inc.New Buy$0$00.00%Jul 31, 2026

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