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WSR

Whitestone REIT
WSR

116 hedge funds and large institutions have $215M invested in Whitestone REIT in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $891K | Put options by funds: $251K

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.42% less ownership

Funds ownership: 56.13%52.72% (-3.4%)

8% less funds holding

Funds holding: 126116 (-10)

31% less capital invested

Capital invested by funds: $311M → $215M (-$96.4M)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
45
Reduced
34
Closed
19
Calls
$891K
Puts
$251K
Net Calls
+$640K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$971K +$27.8K +2,276 +2%
WCM
27
Wedge Capital Management
North Carolina
$943K -$219K -17,983 -17%
TCIM
28
TIAA CREF Investment Management
New York
$904K -$56.3K -4,617 -5%
Asset Management One
29
Asset Management One
Japan
$862K +$10.2K +833 +1%
Legal & General Group
30
Legal & General Group
United Kingdom
$761K +$39.3K +3,220 +5%
TA
31
Teachers Advisors
New York
$728K
Swiss National Bank
32
Swiss National Bank
Switzerland
$683K
SO
33
STRS Ohio
Ohio
$671K +$70.2K +5,754 +10%
RI
34
Ridgewood Investments
New Jersey
$667K -$8.54K -700 -1%
Prudential Financial
35
Prudential Financial
New Jersey
$664K +$23.2K +1,900 +3%
ASRS
36
Arizona State Retirement System
Arizona
$643K -$35.4K -2,900 -4%
CS
37
Credit Suisse
Switzerland
$625K +$9.7K +795 +1%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$586K -$28K -2,295 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$566K -$7.04K -577 -1%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$558K -$91.5K -7,500 -12%
Canada Life
41
Canada Life
Manitoba, Canada
$539K -$20K -1,638 -3%
TIAAOA
42
Teachers Insurance & Annuity Association of America
New York
$519K +$610K +49,986 New
LPL Financial
43
LPL Financial
California
$491K +$14.2K +1,160 +3%
PPA
44
Parametric Portfolio Associates
Washington
$454K -$34.7K -2,844 -6%
Bank of America
45
Bank of America
North Carolina
$440K -$368K -30,159 -42%
Comerica Bank
46
Comerica Bank
Texas
$434K +$13.8K +1,127 +3%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$408K
UBS Group
48
UBS Group
Switzerland
$405K -$156K -12,750 -25%
Nisa Investment Advisors
49
Nisa Investment Advisors
Missouri
$400K -$3.35K -275 -0.8%
IA
50
IndexIQ Advisors
New York
$379K -$56.2K -4,609 -11%