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WSR

Whitestone REIT
WSR

195 hedge funds and large institutions have $460M invested in Whitestone REIT in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,076% more call options, than puts

Call options by funds: $740K | Put options by funds: $34K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $416M → $460M (+$43.6M)

7% more funds holding

Funds holding: 182195 (+13)

2.62% more ownership

Funds ownership: 61.48%64.1% (+2.6%)

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
63
Reduced
51
Closed
21
Calls
$740K
Puts
$34K
Net Calls
+$706K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$2.86M +$664K +46,509 +30%
LFG
27
Larson Financial Group
Missouri
$2.86M +$354K +24,787 +14%
Wells Fargo
28
Wells Fargo
California
$2.56M +$85.3K +5,976 +3%
Barclays
29
Barclays
United Kingdom
$2.35M +$176K +12,311 +8%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.23M +$56.7K +3,975 +3%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$2.08M -$507K -35,544 -20%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.82M +$106K +7,400 +6%
Bank of America
33
Bank of America
North Carolina
$1.82M +$28.3K +1,983 +2%
UBS AM
34
UBS AM
Illinois
$1.67M +$328K +22,962 +24%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.63M +$77.4K +5,426 +5%
Raymond James Financial
36
Raymond James Financial
Florida
$1.6M +$1.61M +112,879 New
State Board of Administration of Florida Retirement System
37
State Board of Administration of Florida Retirement System
Florida
$1.59M +$260K +18,202 +19%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.56M +$242K +16,925 +18%
EWM
39
Empirical Wealth Management
Washington
$1.51M +$1.52M +106,785 New
Millennium Management
40
Millennium Management
New York
$1.32M -$402K -28,197 -23%
KAS
41
Kestra Advisory Services
Texas
$1.29M +$1.3M +90,910 New
CCIA
42
Campbell & Co Investment Adviser
Maryland
$1.24M -$418K -29,300 -25%
Citigroup
43
Citigroup
New York
$1.18M +$173K +12,122 +17%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.17M
GCM
45
Greenland Capital Management
New York
$1.13M -$285K -20,000 -20%
TAM
46
Third Avenue Management
New York
$1.13M
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.07M -$31.4K -2,200 -3%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$995K +$22.8K +1,597 +2%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$987K +$742K +51,998 +294%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$982K +$22.9K +1,608 +2%