WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$13.7M
2
DG
2
DigitalBridge Group
Florida
$4.57M
3
FP
3
Foundry Partners
Minnesota
$4.33M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$8.72M
5
Barclays
5
Barclays
United Kingdom
$2.12M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.17M
2
BlackRock
2
BlackRock
New York
$74.3M
3
Millennium Management
3
Millennium Management
New York
$194K
4
NAM
4
Nexpoint Asset Management
Texas
$8.43M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.86M 193,613 +1,461 +0.8%
Wells Fargo
27
Wells Fargo
California
$1.59M 165,395 -15,786 -9%
Charles Schwab
28
Charles Schwab
California
$1.51M 156,746 +9,530 +6%
LFG
29
Larson Financial Group
Missouri
$1.36M 141,479 +8,415 +6%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.27M 131,973 +131,973 New
VRS
31
Virginia Retirement Systems
Virginia
$1.22M 127,100 +66,300 +109%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.2M 125,026 +224 +0.2%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$1.17M 121,088 -447,843 -79%
Swiss National Bank
34
Swiss National Bank
Switzerland
$994K 103,200 +1,900 +2%
Bank of America
35
Bank of America
North Carolina
$979K 101,680 -8,809 -8%
CIC
36
Cornercap Investment Counsel
Georgia
$952K 98,855 -1,317 -1%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$933K 96,898 +17,493 +22%
GC
38
Globeflex Capital
California
$927K 96,225 – –
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$901K 93,566 -6,721 -7%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$888K 92,200 -110,800 -55%
CCIA
41
Campbell & Co Investment Adviser
Maryland
$866K 89,914 +89,914 New
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$854K 88,633 +3,398 +4%
TAM
43
Third Avenue Management
New York
$774K 80,000 – –
Asset Management One
44
Asset Management One
Japan
$724K 75,159 +1,488 +2%
GAMC
45
Garner Asset Management Corp
Texas
$709K 73,607 -192 -0.3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$705K 73,141 +5,657 +8%
Teacher Retirement System of Texas
47
Teacher Retirement System of Texas
Texas
$678K 70,377 +2,839 +4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$665K 69,044 -33,465 -33%
DWM
49
Dakota Wealth Management
Florida
$657K 68,239 – –
PCM
50
Prelude Capital Management
New York
$611K 63,450 +63,450 New
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