WSR

Whitestone REIT
WSR

Overview Fund Activity

164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.9M
2
ECM
2
ExodusPoint Capital Management
New York
$10.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.2M
4
FP
4
Foundry Partners
Minnesota
$9.92M
5
BFM
5
Boothbay Fund Management
New York
$8.9M

Top Sellers

1
FIG
1
Fortress Investment Group
New York
$9.09M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.1M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$2.1M 171,272 +14,526 +9%
Wells Fargo
27
Wells Fargo
California
$2.05M 166,449 +1,054 +0.6%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.9M 154,979 -38,634 -20%
LFG
29
Larson Financial Group
Missouri
$1.88M 153,016 +11,537 +8%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.66M 134,847 +2,874 +2%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.54M 125,521 +495 +0.4%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$1.5M 122,152 +1,064 +0.9%
Bank of America
33
Bank of America
North Carolina
$1.49M 120,871 +19,191 +19%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.2M 97,753 +39,607 +68%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$1.18M 96,379 -519 -0.5%
GC
36
Globeflex Capital
California
$1.18M 96,225 – –
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.14M 92,700 -10,500 -10%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$1.11M 90,549 -3,017 -3%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$1.09M 88,633 – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.01M 81,910 +8,769 +12%
TAM
41
Third Avenue Management
New York
$983K 80,000 – –
Asset Management One
42
Asset Management One
Japan
$939K 75,266 +107 +0.1%
CIC
43
Cornercap Investment Counsel
Georgia
$867K 70,539 -28,316 -29%
GAMC
44
Garner Asset Management Corp
Texas
$842K 67,003 -6,604 -9%
DWM
45
Dakota Wealth Management
Florida
$839K 68,239 – –
CS
46
Credit Suisse
Switzerland
$823K 66,926 +10,739 +19%
EI
47
EAM Investors
California
$812K 66,073 +66,073 New
PCM
48
Prelude Capital Management
New York
$801K 65,169 +1,719 +3%
UBS AM
49
UBS AM
Illinois
$685K 55,746 -1,045 -2%
UBS Group
50
UBS Group
Switzerland
$682K 55,516 +35,602 +179%
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