Whitestone Realty Trust
WSR • NYSE
Whitestone Realty Trust is a reit - retail company in the real estate sector on NYSE, led by David K. Holeman, with a market cap of $689.8M. As of Q3 2025, 64% of shares are held by 206 institutional investors, with BlackRock, Inc. as the largest holder at 15.36%.
Chief Executive OfficerDavid K. Holeman
Market Cap$689.8M
REIT - Retail
Real Estate
Employees80.0
Websitewhitestonereit.com
Country
United States of America
Overview
Overview of institutional ownership in WSR as of Q3 2025 with a market cap of $626.5M
All Institutions
- Institutions
- 206
- Value Held
- $401.7M
- Shares Held
- 32.7M
- Avg Position
- $2.0M
- Median Position
- $251.2K
Hedge Funds
- Hedge Funds
- 19
- Value Held
- $31.3M
- Shares Held
- 2.6M
- Avg Position
- $1.6M
- Median Position
- $752.8K
Ownership Breakdown
Based on market cap of $626.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in WSR as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $96.2M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $64.5M 0.00% of portfolio |
 STATE STREET CORP Institution | $22.4M 0.00% of portfolio |
 Emmett Investment Management, LP Hedge Fund•Long/Short | $15.4M 10.87% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $14.5M 0.00% of portfolio |
$10.7M 0.97% of portfolio | |
F First Eagle Investment Management, LLC Long Only Manager | $8.8M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $8.6M 0.00% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $7.5M 0.00% of portfolio |
 GANNETT WELSH & KOTLER Long Only Manager | $7.4M 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WSR in Q3 2025
- Traded
- +$668.2K
- Buyers
- 116
- Sellers
- 77
- Total Bought
- +$26.7M
- Total Sold
- −$26.0M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 FIRST TRUST ADVISORS LP ETF Provider | +$1.8M +146.6K shares |
 CHILTON CAPITAL MANAGEMENT LLC RIA/Wealth | +$1.6M +133.9K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.5M +123.2K shares |
 Colony Capital, Inc. Institution | +$1.5M +121.4K shares |
Emmett Investment Management, LP Hedge Fund•Long/Short | +$1.4M +117.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.4M +115.2K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$1.2M +99.0K shares |
E EXCHANGE TRADED CONCEPTS, LLC Institution | +$1.2M +94.7K shares |
N Nuveen, LLC Institution | +$1.1M +91.4K shares |
 JPMORGAN CHASE & CO Institution | +$1.0M +85.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$4.7M −382.0K shares |
 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | −$2.0M −160.9K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$1.7M −134.4K shares |
MORGAN STANLEY RIA/Wealth | −$1.3M −102.1K shares |
F First Eagle Investment Management, LLC Long Only Manager | −$1.2M −97.3K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$1.2M −92.9K shares |
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution | −$1.2M −94.0K shares |
 LAZARD ASSET MANAGEMENT LLC Long Only Manager | −$1.0M −81.7K shares |
−$782.6K −63.7K shares | |
 ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | −$765.9K −61.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WSR in Q3 2025
- New Positions
- 13
- New Value
- $1.3M
- Exited Positions
- 24
- Exited Value
- $7.2M
New Positions
| Institution | Position Value |
|---|---|
 JUPITER ASSET MANAGEMENT LTD Long Only Manager | $337.3K 27.5K shares |
C CAXTON ASSOCIATES LLP Institution | $254.5K 20.7K shares |
 DOLIVER CAPITAL ADVISORS, INC. RIA/Wealth | $196.5K 16.0K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $187.5K 15.3K shares |
 Pathstone Holdings, LLC Family Office | $132.0K 10.7K shares |
 Warwick Investment Management, Inc. Private Equity | $123.0K 10.0K shares |
A Avalon Trust Co Institution | $25.8K 2.1K shares |
O Optiver Holding B.V. Institution | $4.2K 340.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $2.1K 167.0 shares |
S Salomon & Ludwin, LLC Institution | $748.0 62.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | $2.0M 160.9K shares |
Kestra Advisory Services, LLC RIA/Wealth | $1.2M 92.9K shares |
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | $765.9K 61.4K shares |
 Magnetar Financial LLC Hedge Fund•Multi-Strategy | $715.1K 57.3K shares |
 Marshall Wace LLP Institution | $350.7K 28.1K shares |
V Vestcor Investment Management Corp Institution | $336.4K 27.0K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | $283.9K 22.8K shares |
T TEXAS PERMANENT SCHOOL FUND Institution | $274.5K 22.0K shares |
 Cresset Asset Management, LLC RIA/Wealth | $181.6K 14.6K shares |
M M&G Plc Institution | $179.4K 14.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in WSR as of Q3 2025
- Call Positions
- 3
- Call Value
- $192.8K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $192.8K 157.0 contracts |
C Covestor Ltd Institution | - 1.2 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with WSR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Emmett Investment Management, LP Hedge Fund•Long/Short | 10.87% $15.4M |
0.97% $10.7M | |
Colony Capital, Inc. Institution | 0.46% $5.6M |
G Greenland Capital Management LP Hedge Fund•Multi-Strategy | 0.37% $2.4M |
C Crossingbridge Advisors, LLC Long Only Manager | 0.25% $184.4K |
C CSM Advisors, LLC Institution | 0.20% $6.9M |
P PharVision Advisers, LLC Hedge Fund•Long/Short | 0.19% $337.6K |
G Garner Asset Management Corp RIA/Wealth | 0.19% $472.9K |
CHILTON CAPITAL MANAGEMENT LLC RIA/Wealth | 0.18% $5.3M |
 Larson Financial Group LLC RIA/Wealth | 0.11% $3.2M |
Hedge Fund Spotlight
Discover hedge funds investing in WSR
GSA CAPITAL PARTNERS LLP
Hedge Fund • Quant
Portfolio ManagerDavid Khabie-Zeitoune
- Portfolio Value
- $1.1B
- Positions
- 1,504
- Last Reported
- Q3 2025
Sector Allocation
Position in Whitestone Realty Trust
- Market Value
- $874.3K
- Shares Held
- 71.2K
- Portfolio Weight
- 0.08%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Information Technology Services Technology | $5.6M | 0.50% | |
Grocery Stores Consumer Defensive | $5.2M | 0.46% | |
Software - Infrastructure Technology | $4.8M | 0.43% |
