WSR

Whitestone REIT
WSR

Overview Fund Activity

115 hedge funds and large institutions have $250M invested in Whitestone REIT in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
37
Reduced
27
Closed
16
Calls
$2.25M
Puts
$761K
Net Calls
+$1.49M
Net Calls Change
+$701K

Top Buyers

1
BlackRock
1
BlackRock
New York
$48.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$59M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$3.79M
4
CCM
4
Chilton Capital Management
Texas
$10.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.5M

Top Sellers

1
NC
1
Northpointe Capital
Michigan
$0
2
PAM
2
PVG Asset Management
Colorado
$9.16M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.62M
4
RA
4
Rational Advisors
New York
$1.61M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$1.29M 98,904 +884 +0.9%
Bank of America
27
Bank of America
North Carolina
$1.19M 91,486 +52,976 +138%
GS
28
Girard Securities
California
$1.1M 84,400 -59,511 -41%
Asset Management One
29
Asset Management One
Japan
$1.05M 80,821 +1,076 +1%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.04M 79,841 +31,516 +65%
UR
31
USCA RIA
Texas
$994K 81,165 – –
WMC
32
Westwood Management Corporation
Illinois
$966K 74,000 -20,000 -21%
RI
33
Ridgewood Investments
New Jersey
$926K 70,956 +4,216 +6%
Legal & General Group
34
Legal & General Group
United Kingdom
$906K 69,435 +61,640 +791%
TA
35
Teachers Advisors
New York
$877K 67,196 – –
Prudential Financial
36
Prudential Financial
New Jersey
$826K 63,281 +63,281 New
LSV Asset Management
37
LSV Asset Management
Illinois
$784K 60,100 -61,500 -51%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$780K 59,748 -5,440 -8%
SO
39
STRS Ohio
Ohio
$747K 57,298 -560 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$707K 54,178 +2,833 +6%
UBS Group
41
UBS Group
Switzerland
$668K 51,156 +42,351 +481%
Canada Life
42
Canada Life
Manitoba, Canada
$630K 48,324 +48,324 New
CSS
43
Cubist Systematic Strategies
Connecticut
$606K 46,423 +46,423 New
LPL Financial
44
LPL Financial
California
$602K 46,112 +280 +0.6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$594K 45,556 +45,556 New
IA
46
IndexIQ Advisors
New York
$591K 45,257 +1,199 +3%
Comerica Bank
47
Comerica Bank
Texas
$537K 40,175 +40,175 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$526K 40,310 +4,921 +14%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$523K 40,055 +7,746 +24%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$513K 39,300 – –
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