WSR

Whitestone REIT
WSR

Overview Fund Activity

152 hedge funds and large institutions have $287M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
63
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.1M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$7.2M
3
BlackRock
3
BlackRock
New York
$76.5M
4
Invesco
4
Invesco
Georgia
$5.08M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.32M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$190K
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Charles Schwab
3
Charles Schwab
California
$2.22M
4
JCIA
4
Jackson Creek Investment Advisors
Colorado
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$2.22M 218,731 -135,129 -38%
AFM
27
Anson Funds Management
Texas
$2.02M 199,000 +31,000 +18%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.34M 132,282 -37,730 -22%
Barclays
29
Barclays
United Kingdom
$1.33M 131,433 -52,418 -29%
CIC
30
Cornercap Investment Counsel
Georgia
$1M 99,003 -10,371 -9%
Bank of America
31
Bank of America
North Carolina
$989K 97,603 +8,308 +9%
Legal & General Group
32
Legal & General Group
United Kingdom
$981K 96,868 +10,761 +12%
GC
33
Globeflex Capital
California
$975K 96,225 – –
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$963K 95,059 +1,002 +1%
GAMC
35
Garner Asset Management Corp
Texas
$954K 94,159 -400 -0.4%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$953K 94,032 +6,070 +7%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$938K 92,565 +92,565 New
Man Group
38
Man Group
United Kingdom
$893K 88,173 +69,887 +382%
First Trust Advisors
39
First Trust Advisors
Illinois
$843K 83,242 +14,055 +20%
Asset Management One
40
Asset Management One
Japan
$830K 82,665 +20,040 +32%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$708K 69,922 -282 -0.4%
LWM
42
Loveless Wealth Management
Montana
$699K 68,965 -400 -0.6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$693K 68,470 +3,108 +5%
GCP
44
GSA Capital Partners
United Kingdom
$682K 67,310 +19,137 +40%
UBS Group
45
UBS Group
Switzerland
$642K 63,328 +24,195 +62%
PAM
46
Panagora Asset Management
Massachusetts
$623K 61,529 – –
SO
47
STRS Ohio
Ohio
$610K 60,285 +2,352 +4%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$585K 57,790 +7,638 +15%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$578K 57,055 +2,478 +5%
SOADOR
50
State of Alaska Department of Revenue
Alaska
$568K 56,115 +1,654 +3%
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