WSR

Whitestone REIT
WSR

Overview Fund Activity

78 hedge funds and large institutions have $88.7M invested in Whitestone REIT in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFMS
1
Trust & Fiduciary Management Services
Massachusetts
$1.34M
2
BCM
2
Bridgeway Capital Management
Texas
$1.14M
3
Ameriprise
3
Ameriprise
Minnesota
$3.99M
4
BFA
4
BlackRock Fund Advisors
California
$7.29M
5
BIT
5
BlackRock Institutional Trust
California
$6.14M

Top Sellers

1
FM
1
Forward Management
California
$7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$404K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$620K
Name Market Value Shares Shares
Change 		Shares
Change %
BEAM
26
Baker Ellis Asset Management
Washington
$601K 40,800 +1,384 +4%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$551K 37,400 +6,200 +20%
ICM
28
IMS Capital Management
Oregon
$530K 36,000 +36,000 New
Charles Schwab
29
Charles Schwab
California
$527K 36,517 -807 -2%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$452K 30,713 +1,007 +3%
Deutsche Bank
31
Deutsche Bank
Germany
$430K 29,240 +11,811 +68%
PPA
32
Parametric Portfolio Associates
Washington
$428K 29,065 +11,428 +65%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$404K 27,400 -38,570 -58%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$358K 24,336 -171 -0.7%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$305K 20,725 – –
ADMI
36
Albert D. Mason Inc
Massachusetts
$303K 20,550 – –
VFS
37
VSR Financial Services
Kansas
$298K 20,262 – –
NI
38
Numeric Investors
Massachusetts
$281K 19,100 +19,100 New
HFS
39
HL Financial Services
Kentucky
$279K 18,926 +3,052 +19%
CPSAC
40
Chas P. Smith & Associates (CPS)
Florida
$260K 17,680 – –
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$253K 17,192 -25 -0.1%
RFC
42
Russell Frank Company
Washington
$237K 16,025 +15,939 +18,534%
NFA
43
Nationwide Fund Advisors
Ohio
$205K 13,933 +2,539 +22%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$202K 13,698 – –
AIG
45
American International Group
New York
$168K 11,427 -14,643 -56%
CS
46
Credit Suisse
Switzerland
$165K 11,184 +11,184 New
BRWA
47
B. Riley Wealth Advisors
Florida
$161K 10,906 +845 +8%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$159K 10,810 – –
ProShare Advisors
49
ProShare Advisors
Maryland
$159K 10,827 +10,827 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$155K 10,582 +10,582 New
1
2
3 4