WSR

Whitestone REIT
WSR

Overview Fund Activity

92 hedge funds and large institutions have $109M invested in Whitestone REIT in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
41
Reduced
18
Closed
8
Calls
$41K
Puts
$325K
Net Calls
-$284K
Net Calls Change
-$284K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.5M
2
PCM
2
Perritt Capital Management
Illinois
$3.11M
3
BIT
3
BlackRock Institutional Trust
California
$8.31M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$2.81M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.36M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$711K
3
ADMI
3
Albert D. Mason Inc
Massachusetts
$0
4
ICM
4
IMS Capital Management
Oregon
$186K
5
Deutsche Bank
5
Deutsche Bank
Germany
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
FWCM
26
First Western Capital Management
California
$762K 57,014 +57,014 New
DBT
27
Dubuque Bank & Trust
Iowa
$758K 56,670 +56,670 New
NI
28
Numeric Investors
Massachusetts
$750K 56,095 +36,995 +194%
Wells Fargo
29
Wells Fargo
California
$711K 53,259 -58,769 -52%
CPSAC
30
Chas P. Smith & Associates (CPS)
Florida
$709K 53,040 +35,360 +200%
Charles Schwab
31
Charles Schwab
California
$673K 50,316 +13,799 +38%
OAM
32
Orinda Asset Management
California
$660K 49,374 +49,374 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$657K 49,126 +49,126 New
TIAAOA
34
Teachers Insurance & Annuity Association of America
New York
$614K 45,930 – –
Two Sigma Investments
35
Two Sigma Investments
New York
$587K 43,868 +43,868 New
TC
36
TFS Capital
Pennsylvania
$572K 42,806 +42,806 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$555K 41,492 -2,872 -6%
SO
38
STRS Ohio
Ohio
$551K 41,200 +33,300 +422%
BEAM
39
Baker Ellis Asset Management
Washington
$545K 40,800 – –
NCCM
40
Nine Chapters Capital Management
New Jersey
$525K 39,300 +39,300 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$516K 38,613 +7,900 +26%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$486K 36,900 -500 -1%
Millennium Management
43
Millennium Management
New York
$456K 34,098 +34,098 New
Wellington Management Group
44
Wellington Management Group
Massachusetts
$416K 31,100 -11,000 -26%
Bank of America
45
Bank of America
North Carolina
$392K 29,322 +28,900 +6,848%
CS
46
Credit Suisse
Switzerland
$372K 27,856 +16,672 +149%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$366K 27,400 – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$347K 25,936 +1,600 +7%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$277K 20,725 – –
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$262K 19,582 +2,390 +14%
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