SEC 13F Intelligence

Hgi Capital Management, LLC / WSR

Hgi Capital Management, LLC’s Whitestone Reit Position

Does Hgi Capital Management, LLC own Whitestone Reit (WSR)? Not currently — the last reported position was 264.3K shares worth $4M in Q1 2025; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$4M
Q1 2025
Shares
264.3K
% of Portfolio
+4.80%
Quarters Held
6
position exited

Position History WSR

Reported value by quarter
Q4 ’23: $504,799Q4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $4MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025264.3K$4M+4.80%
Q4 2024423.7K$6M+6.18%
Q3 2024309.0K$4M+3.65%
Q2 2024143.7K$2M+1.80%
Q1 2024163.1K$2M+2.21%
Q4 202341.1K$504,799+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hgi Capital Management, LLC’s full portfolio or all institutional holders of WSR.