WSR

Whitestone REIT
WSR

Overview Fund Activity

158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K

Top Buyers

1
BlackRock
1
BlackRock
New York
$75.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$5.62M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.2M
4
KCM
4
Kennedy Capital Management
Missouri
$5.45M
5
FM
5
Foster & Motley
Ohio
$1.03M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$577K
2
Charles Schwab
2
Charles Schwab
California
$1.25M
3
CP
3
CenterBook Partners
Connecticut
$0
4
HS
4
Hazelview Securities
Ontario, Canada
$5.73M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
26
State Board of Administration of Florida Retirement System
Florida
$1.51M 156,331 +11,600 +8%
Goldman Sachs
27
Goldman Sachs
New York
$1.33M 137,896 -58,542 -30%
Charles Schwab
28
Charles Schwab
California
$1.25M 129,991 -207,494 -61%
LFG
29
Larson Financial Group
Missouri
$1.17M 121,366 +87,671 +260%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.09M 113,200 +3,200 +3%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.07M 111,103 +2,958 +3%
FM
32
Foster & Motley
Ohio
$1.03M 107,127 +107,127 New
New York State Teachers Retirement System (NYSTRS)
33
New York State Teachers Retirement System (NYSTRS)
New York
$1M 104,159 – –
CIC
34
Cornercap Investment Counsel
Georgia
$970K 100,670 +9,691 +11%
Barclays
35
Barclays
United Kingdom
$962K 99,845 +7,536 +8%
GC
36
Globeflex Capital
California
$928K 96,225 – –
GAMC
37
Garner Asset Management Corp
Texas
$905K 93,871 -391 -0.4%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$824K 85,520 – –
Axa
39
Axa
France
$824K 85,509 -1,500 -2%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$744K 77,205 +214 +0.3%
Bank of America
41
Bank of America
North Carolina
$728K 75,509 +22,401 +42%
DWM
42
Dakota Wealth Management
Florida
$702K 72,830 -1,850 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$700K 72,673 +6,919 +11%
Asset Management One
44
Asset Management One
Japan
$690K 72,125 -2,612 -3%
Two Sigma Investments
45
Two Sigma Investments
New York
$638K 66,200 -109,210 -62%
Federated Hermes
46
Federated Hermes
Pennsylvania
$618K 64,129 -143 -0.2%
Millennium Management
47
Millennium Management
New York
$577K 59,829 -537,178 -90%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$573K 59,410 +770 +1%
Canada Life
49
Canada Life
Manitoba, Canada
$565K 58,449 +1,958 +3%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$564K 58,524 +2,780 +5%
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