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WSR

Whitestone REIT
WSR

115 hedge funds and large institutions have $287M invested in Whitestone REIT in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $491K

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

15% more capital invested

Capital invested by funds: $250M → $287M (+$37.2M)

1.75% more ownership

Funds ownership: 50.3%52.05% (+1.8%)

9% less funds holding

Funds holding: 126115 (-11)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
53
Reduced
30
Closed
17
Calls
$1.31M
Puts
$491K
Net Calls
+$816K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.35M -$16.7K -1,263 -1%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.18M +$80.8K +6,125 +8%
Asset Management One
28
Asset Management One
Japan
$1.13M +$17.1K +1,299 +2%
TA
29
Teachers Advisors
New York
$1.05M +$76K +5,761 +8%
Swiss National Bank
30
Swiss National Bank
Switzerland
$912K
Prudential Financial
31
Prudential Financial
New Jersey
$900K -$10.3K -780 -1%
SO
32
STRS Ohio
Ohio
$874K -$22.9K -1,737 -3%
RI
33
Ridgewood Investments
New Jersey
$866K +$3.81K +289 +0.5%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$816K +$5.09K +386 +0.7%
ASRS
35
Arizona State Retirement System
Arizona
$800K -$3.9K -296 -0.5%
UBS Group
36
UBS Group
Switzerland
$798K +$59.7K +4,527 +9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$777K +$13.6K +1,034 +2%
6M
38
6 Meridian
Kansas
$754K +$716K +54,307 New
Barclays
39
Barclays
United Kingdom
$726K +$499K +37,867 +262%
LPL Financial
40
LPL Financial
California
$697K -$16K -1,210 -2%
Canada Life
41
Canada Life
Manitoba, Canada
$696K +$4K +303 +0.6%
TIAAOA
42
Teachers Insurance & Annuity Association of America
New York
$694K
CS
43
Credit Suisse
Switzerland
$647K -$139K -10,519 -18%
UBS AM
44
UBS AM
Illinois
$622K
JP Morgan Chase
45
JP Morgan Chase
New York
$606K -$590K -44,712 -51%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$594K -$51.8K -3,930 -8%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$588K +$97.9K +7,420 +21%
Millennium Management
48
Millennium Management
New York
$579K +$550K +41,688 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$545K
Comerica Bank
50
Comerica Bank
Texas
$503K -$47.8K -3,621 -9%