Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Whitestone REIT (WSR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — WSR

Based on 216 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WSR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
216 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 — +9% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

113 buying116 selling
Last quarter: 116 funds reduced or exited vs 113 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.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new WSR position: 33 → 31 → 32 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 25% new
125 out of 216 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.
💰

Value +52% but shares only +25% — price-driven

Value
+52%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +25%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

30 → 33 → 31 → 32 → 45 new funds/Q
New funds entering each quarter: 33 → 31 → 32 → 45. A growing number of institutions are discovering WSR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Entry-cohort mix of 216 holders: 130 (60%) are 2+ year veterans, 26 entered 1–2 years ago, and 60 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
50 of 216 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 113 hedge funds were net buyers of WSR (45 opened a new position, 68 added to an existing one), while 116 reduced or exited (69 trimmed, 47 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 54% of total institutional value in WSR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 216.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: WSR
213 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 213 218 -2.29%
13F Shares 41M 34M 21.91%
Total Value $724M $511M 41.79%
New Positions 45 32 +13
Increased Positions 67 86 -19
Closed Positions 50 23 +27
Reduced Positions 69 55 +14
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WSR

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Institutional Holders (2026 Q2)

213 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nexpoint Asset Management, L.P. 3.86% 3,050,205 $57.8M
2 Transmarket Holdings LP 3.41% 245,178 $4.6M
3 Water Island Capital LLC 2.17% 1,227,709 $23.3M
4 First Trust Capital Management L.P. 1.20% 1,085,310 $20.6M
5 JCP Investment Management, LLC 1.16% 114,881 $2.2M
6 One68 Global Capital, LLC 0.82% 20,000 $379K
7 Alpine Associates Management INC. 0.76% 639,008 $12.1M
8 VARCOV Co. 0.52% 71,843 $1.4M
9 Menard Financial Group LLC 0.40% 38,919 $738K
10 Irenic Capital Management LP 0.37% 408,245 $7.7M
11 Alpine Global Management, LLC 0.27% 87,710 $1.7M
12 Abc Arbitrage SA 0.20% 95,817 $1.8M
13 GABELLI & Co INVESTMENT ADVISERS, INC. 0.15% 55,151 $1.0M
14 Ridgewood Investments LLC 0.13% 18,000 $341K
15 AQR Arbitrage LLC 0.10% 380,455 $7.2M
16 PenderFund Capital Management Ltd. 0.08% 32,100 $609K
17 Kennedy Capital Management LLC 0.07% 221,186 $4.2M
18 Polar Asset Management Partners Inc. 0.07% 219,890 $4.2M
19 Doliver Advisors, LP 0.07% 15,400 $292K
20 Schonfeld Strategic Advisors LLC 0.05% 682,965 $12.9M
21 Virtus Investment Advisers, LLC 0.05% 10,304 $195K
22 Larson Financial Group LLC 0.03% 64,440 $1.2M
23 Ignite Planners, LLC 0.03% 10,683 $203K
24 Gabelli Funds LLC 0.03% 210,524 $4.0M
25 ExodusPoint Capital Management, LP 0.02% 192,807 $3.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WSR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WSR?

More sellers than buyers — 49% buying: Last quarter: 116 funds reduced or exited vs 113 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 — 54% AUM from top-100 funds: 50 of 216 holders are among the 100 largest funds by AUM, controlling 54% 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?

58% of holders stayed for 2+ years: 125 out of 216 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.

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