WSR

Whitestone REIT
WSR

Overview Fund Activity

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$11.9M
2
HCM
2
HGI Capital Management
New York
$2.05M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$13.4M
4
RAM
4
Roumell Asset Management
Maryland
$1.18M
5
CAM
5
ClariVest Asset Management
California
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
FIG
2
Fortress Investment Group
New York
$0
3
ECM
3
ExodusPoint Capital Management
New York
$7.11M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
GC
5
Globeflex Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
26
HGI Capital Management
New York
$2.05M 163,081 +122,007 +297%
Barclays
27
Barclays
United Kingdom
$2.03M 161,473 -63,323 -28%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.9M 151,784 -3,195 -2%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.74M 138,863 +4,016 +3%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$1.53M 122,152 – –
Legal & General Group
31
Legal & General Group
United Kingdom
$1.52M 121,276 -4,245 -3%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$1.31M 104,508 +74,693 +251%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.23M 97,753 – –
RAM
34
Roumell Asset Management
Maryland
$1.18M 93,715 +93,715 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.16M 92,700 – –
VOYA Investment Management
36
VOYA Investment Management
Georgia
$1.15M 91,286 -5,093 -5%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$1.11M 88,349 -2,200 -2%
CAM
38
ClariVest Asset Management
California
$1.06M 84,706 +84,706 New
CCIA
39
Campbell & Co Investment Adviser
Maryland
$1.06M 84,466 +84,466 New
TAM
40
Third Avenue Management
New York
$1M 80,000 – –
Bank of America
41
Bank of America
North Carolina
$934K 74,422 -46,449 -38%
GAMC
42
Garner Asset Management Corp
Texas
$861K 68,608 +1,605 +2%
DWM
43
Dakota Wealth Management
Florida
$854K 68,019 -220 -0.3%
Asset Management One
44
Asset Management One
Japan
$846K 67,442 -7,824 -10%
CS
45
Credit Suisse
Switzerland
$840K 66,926 – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$832K 66,215 -15,695 -19%
GCM
47
Greenland Capital Management
New York
$816K 65,000 +15,000 +30%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$784K 85,245 -3,388 -4%
UBS AM
49
UBS AM
Illinois
$700K 55,746 – –
Nomura Asset Management
50
Nomura Asset Management
Japan
$683K 54,400 -300 -0.5%
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