WSR

Whitestone REIT
WSR

Overview Fund Activity

148 hedge funds and large institutions have $265M invested in Whitestone REIT in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
60
Reduced
40
Closed
26
Calls
$2.02M
Puts
$1.22M
Net Calls
+$802K
Net Calls Change
+$781K

Top Buyers

1
NAM
1
Nexpoint Asset Management
Texas
$22.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$7.41M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$5.28M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.68M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.51M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.21M
4
Charles Schwab
4
Charles Schwab
California
$3.46M
5
HWC
5
Hill Winds Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.21M 225,613 +11,725 +5%
Wells Fargo
27
Wells Fargo
California
$2.08M 212,305 +14,728 +7%
Barclays
28
Barclays
United Kingdom
$1.8M 183,851 -2,431 -1%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.66M 170,012 -11,665 -6%
AFM
30
Anson Funds Management
Texas
$1.64M 168,000 +168,000 New
JCIA
31
Jackson Creek Investment Advisors
Colorado
$1.12M 113,983 +113,983 New
CIC
32
Cornercap Investment Counsel
Georgia
$1.07M 109,374 -6,815 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
33
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M 105,800 -152,300 -59%
GC
34
Globeflex Capital
California
$941K 96,225 – –
GAMC
35
Garner Asset Management Corp
Texas
$925K 94,559 +38,105 +67%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$920K 94,057 -10,595 -10%
Bank of America
37
Bank of America
North Carolina
$873K 89,295 -65,600 -42%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$860K 87,962 +5,880 +7%
Legal & General Group
39
Legal & General Group
United Kingdom
$842K 86,107 +6,019 +8%
Comerica Bank
40
Comerica Bank
Texas
$739K 77,019 +39,448 +105%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$687K 70,204 +1,564 +2%
LWM
42
Loveless Wealth Management
Montana
$678K 69,365 -1,000 -1%
First Trust Advisors
43
First Trust Advisors
Illinois
$677K 69,187 +69,187 New
SG Americas Securities
44
SG Americas Securities
New York
$658K 67,320 -55,837 -45%
Deutsche Bank
45
Deutsche Bank
Germany
$653K 66,807 +42,465 +174%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$640K 65,362 +1,423 +2%
Asset Management One
47
Asset Management One
Japan
$612K 62,625 -10,680 -15%
PAM
48
Panagora Asset Management
Massachusetts
$602K 61,529 – –
SO
49
STRS Ohio
Ohio
$566K 57,933 +3,234 +6%
AG
50
Algert Global
California
$563K 57,602 +57,602 New
1
2
3 4 5