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WSR

Whitestone REIT
WSR

126 hedge funds and large institutions have $250M invested in Whitestone REIT in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $647K | Put options by funds: $181K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

16% more capital invested

Capital invested by funds: $215M → $250M (+$35M)

9% more funds holding

Funds holding: 116126 (+10)

2.42% less ownership

Funds ownership: 52.72%50.3% (-2.4%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
45
Reduced
31
Closed
11
Calls
$647K
Puts
$181K
Net Calls
+$466K
Net Calls Change
-$174K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.13M -$689K -59,705 -40%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.1M +$933K +80,873 +1,078%
TCIM
28
TIAA CREF Investment Management
New York
$1.03M -$50.4K -4,368 -5%
Asset Management One
29
Asset Management One
Japan
$1.01M -$23.1K -2,002 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$984K +$68.4K +5,927 +8%
PPA
31
Parametric Portfolio Associates
Washington
$973K +$395K +34,263 +78%
TA
32
Teachers Advisors
New York
$874K
Swiss National Bank
33
Swiss National Bank
Switzerland
$820K
Prudential Financial
34
Prudential Financial
New Jersey
$819K +$20.1K +1,740 +3%
SO
35
STRS Ohio
Ohio
$808K +$1.01K +88 +0.1%
WCM
36
Wedge Capital Management
North Carolina
$792K -$315K -27,281 -30%
RI
37
Ridgewood Investments
New Jersey
$775K -$24.1K -2,092 -3%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$729K +$23K +1,990 +4%
ASRS
39
Arizona State Retirement System
Arizona
$723K -$45K -3,897 -6%
PCM
40
Price Capital Management
Louisiana
$720K +$665K +57,661 New
CS
41
Credit Suisse
Switzerland
$712K -$35.5K -3,080 -5%
CP
42
Cumberland Partners
Ontario, Canada
$710K +$656K +56,900 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$685K +$5.2K +451 +0.8%
UBS Group
44
UBS Group
Switzerland
$662K +$162K +14,041 +36%
LPL Financial
45
LPL Financial
California
$641K +$47.6K +4,130 +9%
TIAAOA
46
Teachers Insurance & Annuity Association of America
New York
$624K
Canada Life
47
Canada Life
Manitoba, Canada
$623K -$22.5K -1,950 -4%
BCM
48
BlueCrest Capital Management
Jersey
$595K +$550K +47,676 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$583K -$80.3K -6,960 -13%
UBS AM
50
UBS AM
Illinois
$559K +$208K +18,000 +67%