Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Whitestone REIT (WSR)

217 + 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
↑ +9
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — WSR

Based on 217 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
217 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 — +7% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

118 buying77 selling
Last quarter: 118 funds were net buyers (32 opened a brand new position + 86 added to an existing one). Only 77 were sellers (54 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 33 → 31 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 24% medium 19% new
124 out of 217 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 — ~32 new funds/quarter

34 → 28 → 33 → 31 → 32 new funds/Q
New funds entering each quarter: 28 → 33 → 31 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

65% veterans 13% 1-2yr 22% new
Entry-cohort mix of 218 holders: 142 (65%) are 2+ year veterans, 29 entered 1–2 years ago, and 47 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
47 of 217 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — WSR

In 2026 Q1, 118 hedge funds were net buyers of WSR (32 opened a new position, 86 added to an existing one), while 77 reduced or exited (54 trimmed, 23 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in WSR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 217.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Whitestone REIT (WSR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WSR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
WSR
nan%
XLRE
+7.7%

WSR outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
WSR
nan%
XLRE
+1.7%

Since the filing became public, WSR outperformed XLRE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: WSR
217 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 217 208 4.33%
13F Shares 34M 34M 0.22%
Total Value $510M $465M 9.74%
New Positions 32 31 +1
Increased Positions 86 66 +20
Closed Positions 23 26 -3
Reduced Positions 54 80 -26
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WSR

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Institutional Holders (2026 Q1)

217 + investors

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

QUARTER:
Top 25 WSR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Emmett Investment Management, LP 7.80% 632,000 $10.2M
2 Irenic Capital Management LP 1.33% 1,265,391 $20.4M
3 Worth Venture Partners, LLC 1.14% 22,300 $360K
4 Nexpoint Asset Management, L.P. 0.95% 875,255 $14.1M
5 AlphaCentric Advisors LLC 0.46% 28,490 $460K
6 Chilton Capital Management LLC 0.38% 674,201 $10.9M
7 DigitalBridge Group, Inc. 0.29% 283,000 $4.6M
8 Safe Harbor Family Capital, LLC 0.23% 18,162 $293K
9 Garner Asset Management Corp 0.21% 33,328 $538K
10 Larson Financial Group LLC 0.14% 275,226 $4.4M
11 Gross & Hartman Investments LLC 0.12% 15,342 $213K
12 Ridgewood Investments LLC 0.12% 18,000 $291K
13 GABELLI & Co INVESTMENT ADVISERS, INC. 0.12% 49,200 $795K
14 Coordinated Financial Services, Inc. 0.11% 11,624 $188K
15 Greenland Capital Management LP 0.09% 45,000 $727K
16 Crossingbridge Advisors, LLC 0.08% 28,490 $460K
17 Kennedy Capital Management LLC 0.08% 225,498 $3.6M
18 Prelude Capital Management, LLC 0.07% 60,000 $969K
19 Doliver Advisors, LP 0.06% 16,000 $258K
20 Virtus Investment Advisers, LLC 0.05% 11,609 $187K
21 Denali Advisors LLC 0.05% 25,701 $415K
22 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% 134,060 $2.2M
23 Ignite Planners, LLC 0.03% 10,933 $177K
24 Prosperity Bancshares Inc 0.02% 1,637 $26K
25 Jacobs Levy Equity Management, Inc 0.02% 272,874 $4.4M
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 — 3 quarters in a row: For 3 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 buyers than sellers — 61% buying: Last quarter: 118 funds were net buyers (32 opened a brand new position + 86 added to an existing one). Only 77 were sellers (54 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WSR holders?

Strong quality — 30% AUM from major funds: 47 of 217 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WSR?

57% of holders stayed for 2+ years: 124 out of 217 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.

Is it too late to buy Whitestone REIT (WSR) following the 2026 Q1 hedge fund 13F filings?

As of today, WSR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WSR has gained nan% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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