WSR

Whitestone REIT
WSR

Overview Fund Activity

114 hedge funds and large institutions have $182M invested in Whitestone REIT in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
114
Holders Change
+18
Holders Change %
+18.75%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
41
Reduced
23
Closed
5
Calls
$1.21M
Puts
$263K
Net Calls
+$945K
Net Calls Change
+$79K

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$8.02M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.6M
3
CIM
3
Calvert Investment Management
Maryland
$1.92M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.83M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.13M

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$2.42M
2
PCM
2
Perritt Capital Management
Illinois
$1.28M
3
LPL Financial
3
LPL Financial
California
$533K
4
BEAM
4
Baker Ellis Asset Management
Washington
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.29M 85,463 +29,616 +53%
Charles Schwab
27
Charles Schwab
California
$1.29M 85,411 +1,440 +2%
PCM
28
Perritt Capital Management
Illinois
$1.28M 85,000 -259,977 -75%
GC
29
Guggenheim Capital
Illinois
$1.19M 78,777 -6,365 -7%
WCM
30
Wedge Capital Management
North Carolina
$1.19M 78,600 -12,100 -13%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.11M 73,537 +6,011 +9%
Deutsche Bank
32
Deutsche Bank
Germany
$999K 66,342 +56,024 +543%
Axa
33
Axa
France
$964K 63,938 -25,900 -29%
Asset Management One
34
Asset Management One
Japan
$946K 63,189 – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$940K 62,300 +42,600 +216%
Bank of America
36
Bank of America
North Carolina
$903K 59,872 -12,323 -17%
LSV Asset Management
37
LSV Asset Management
Illinois
$887K 58,829 +58,829 New
EA
38
Emerald Acquisition
Washington
$869K 57,596 +57,596 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$828K 54,888 -2,795 -5%
CS
40
Credit Suisse
Switzerland
$765K 50,677 -22,155 -30%
SO
41
STRS Ohio
Ohio
$752K 49,898 -388 -0.8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$659K 43,678 -4 -0%
TA
43
Teachers Advisors
New York
$619K 41,024 +3,682 +10%
Goldman Sachs
44
Goldman Sachs
New York
$613K 40,619 +15,916 +64%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$606K 40,164 +7,157 +22%
NI
46
Numeric Investors
Massachusetts
$569K 37,700 +11,506 +44%
MERSOM
47
Municipal Employees' Retirement System of Michigan
Michigan
$561K 36,970 +35,000 +1,777%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$541K 35,850 -4,545 -11%
TCM
49
Texan Capital Management
Texas
$539K 35,714 – –
LPL Financial
50
LPL Financial
California
$533K 34,497 -45,517 -57%
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