Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WHITESTONE REIT (WSR)

198 + Investors. Track Smart Money conviction in WSR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — WSR

Based on 198 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WSR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
198 hedge funds hold WSR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

93 buying100 selling
Last quarter: 100 funds reduced or exited vs 93 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 28 → 33 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 24% medium 16% new
119 out of 198 hedge funds have held WSR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~30 new funds/quarter

33 → 34 → 28 → 33 → 30 new funds/Q
New funds entering each quarter: 34 → 28 → 33 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 11% 1-2yr 22% new
Of 198 current holders: 134 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
33 of 198 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in WSR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WSR

How many hedge funds hold WSR — quarterly history vs. share price
Quarterly hedge fund ownership of WSR vs. share price

Market Analysis: WSR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WSR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: WSR
2026 Q1 Stats Unlock in 20 days 198 + Investors

Track Smart Money conviction in WSR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 198 195 1.54%
13F Shares 33M 33M 2.52%
Total Value $462M $398M 15.94%
New Positions 30 33 -3
Increased Positions 64 78 -14
Closed Positions 26 27 -1
Reduced Positions 74 54 +20
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WSR

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Financial Highlights

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Institutional Holders (2026 Q1)

198 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WSR. Verified SEC 13F-HR filings.

Top 25 institutional holders of WSR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Garner Asset Management Corp 0.21% 33,328 $538K
2 Ridgewood Investments LLC 0.12% 18,000 $291K
3 DOLIVER ADVISORS, LP 0.06% 16,000 $258K
4 Ignite Planners, LLC 0.03% 10,933 $177K
5 EXCHANGE TRADED CONCEPTS, LLC 0.02% 147,687 $2.4M
6 RW Investment Management LLC 0.02% 10,500 $170K
7 STEPHENS INC /AR/ 0.01% 45,728 $739K
8 State of Alaska, Department of Revenue 0.01% 47,287
9 Louisiana State Employees Retirement System 0.01% 19,900
10 GAMMA Investing LLC 0.00% 6,193 $100K
11 JOURNEY STRATEGIC WEALTH LLC 0.00% 10,723 $173K
12 WOLFF WIESE MAGANA LLC 0.00% 300 $5K
13 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 71,802 $1K
14 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 12,032 $194K
15 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 10,224 $165K
16 Police & Firemen's Retirement System of New Jersey 0.00% 13,063 $211K
17 PARK AVENUE SECURITIES LLC 0.00% 13,221
18 Resona Asset Management Co.,Ltd. 0.00% 20,526 $331K
19 Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% 12,068 $195K
20 Versant Capital Management, Inc 0.00% 654 $11K
21 NISA INVESTMENT ADVISORS, LLC 0.00% 16,714 $270K
22 HARBOR CAPITAL ADVISORS, INC. 0.00% 477
23 KLP KAPITALFORVALTNING AS 0.00% 9,900 $160K
24 Sumitomo Mitsui Trust Group, Inc. 0.00% 54,198 $875K
25 STRS OHIO 0.00% 8,200 $132K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WHITESTONE REIT (WSR)

What does the Smart Money Trend signal show for WSR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WSR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WSR?

More sellers than buyers — 48% buying: Last quarter: 100 funds reduced or exited vs 93 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WSR holders?

Elite ownership — 43% AUM from top-100 funds: 33 of 198 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in WSR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WSR?

60% of holders stayed for 2+ years: 119 out of 198 hedge funds have held WSR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.