WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$6.42M
2
BlackRock
2
BlackRock
New York
$50.4M
3
Charles Schwab
3
Charles Schwab
California
$3.27M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$1.16M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.01M
4
State Street
4
State Street
Massachusetts
$10.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
26
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M 145,400 +145,400 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$1.14M 143,253 +139,481 +3,698%
Asset Management One
28
Asset Management One
Japan
$1.14M 145,191 +2,240 +2%
New York State Teachers Retirement System (NYSTRS)
29
New York State Teachers Retirement System (NYSTRS)
New York
$929K 116,557 +800 +0.7%
HF
30
HRT Financial
New York
$908K 113,979 +81,421 +250%
Bank of America
31
Bank of America
North Carolina
$900K 112,889 +64,851 +135%
UR
32
USCA RIA
Texas
$887K 111,281 +3,540 +3%
Legal & General Group
33
Legal & General Group
United Kingdom
$883K 110,806 -1,005 -0.9%
Prudential Financial
34
Prudential Financial
New Jersey
$783K 98,273 +35,450 +56%
GC
35
Globeflex Capital
California
$767K 96,225 – –
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$746K 93,662 -1,700 -2%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$702K 88,122 – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$699K 87,737 +7,097 +9%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$592K 74,300 +74,300 New
LWM
40
Loveless Wealth Management
Montana
$576K 72,250 -2,560 -3%
Federated Hermes
41
Federated Hermes
Pennsylvania
$551K 69,093 – –
HSBC Holdings
42
HSBC Holdings
United Kingdom
$528K 66,753 +3,659 +6%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$528K 66,203 +52,479 +382%
KBC Group
44
KBC Group
Belgium
$517K 11,794 – –
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$515K 64,657 -29,815 -32%
SO
46
STRS Ohio
Ohio
$492K 61,732 -559 -0.9%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$491K 61,578 +26,500 +76%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$480K 60,236 – –
Nisa Investment Advisors
49
Nisa Investment Advisors
Missouri
$474K 59,454 -13,680 -19%
GAMC
50
Garner Asset Management Corp
Texas
$439K 55,019 +1,932 +4%
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