WSR

Whitestone REIT
WSR

Overview Fund Activity

120 hedge funds and large institutions have $320M invested in Whitestone REIT in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
49
Reduced
31
Closed
15
Calls
$1.1M
Puts
$655K
Net Calls
+$443K
Net Calls Change
-$255K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$21.8M
2
BlackRock
2
BlackRock
New York
$88.6M
3
Millennium Management
3
Millennium Management
New York
$1.96M
4
State Street
4
State Street
Massachusetts
$17.1M
5
LWM
5
Loveless Wealth Management
Montana
$983K

Top Sellers

1
Invesco
1
Invesco
Georgia
$30.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$81K
3
BCM
3
Bridgeway Capital Management
Texas
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
PI
5
PineBridge Investments
New York
$986K
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
26
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M 87,757 +59,800 +214%
Barclays
27
Barclays
United Kingdom
$1.12M 82,319 +18,806 +30%
Asset Management One
28
Asset Management One
Japan
$1.11M 81,246 -1,083 -1%
PI
29
PineBridge Investments
New York
$986K 72,432 -42,173 -37%
LWM
30
Loveless Wealth Management
Montana
$983K 73,899 +73,899 New
AAMU
31
Amundi Asset Management US
Massachusetts
$958K 70,298 +70,198 +70,198%
Swiss National Bank
32
Swiss National Bank
Switzerland
$944K 69,300 +2,700 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$924K 67,875 +1,271 +2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$916K 67,701 +14,169 +26%
KBC Group
35
KBC Group
Belgium
$895K 65,714 – –
Prudential Financial
36
Prudential Financial
New Jersey
$869K 63,829 +1,050 +2%
SGI
37
Summit Global Investments
Utah
$850K 62,400 +3,700 +6%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$840K 61,667 -26,876 -30%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$813K 59,716 – –
RI
40
Ridgewood Investments
New Jersey
$813K 59,709 +31 +0.1%
CAM
41
ClariVest Asset Management
California
$794K 58,250 -3,400 -6%
MERSOM
42
Municipal Employees' Retirement System of Michigan
Michigan
$789K 57,970 +350 +0.6%
SO
43
STRS Ohio
Ohio
$749K 55,033 +108 +0.2%
Canada Life
44
Canada Life
Manitoba, Canada
$721K 53,363 +53,363 New
ZIM
45
Zacks Investment Management
Illinois
$713K 52,318 – –
LPL Financial
46
LPL Financial
California
$687K 50,428 -10,975 -18%
Federated Hermes
47
Federated Hermes
Pennsylvania
$652K 47,847 +47,847 New
6M
48
6 Meridian
Kansas
$615K 45,164 +1,357 +3%
Bank of America
49
Bank of America
North Carolina
$591K 43,417 -17,562 -29%
AllianceBernstein
50
AllianceBernstein
Tennessee
$584K 42,879 +450 +1%
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