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WSR

Whitestone REIT
WSR

78 hedge funds and large institutions have $88.7M invested in Whitestone REIT in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 7578 (+3)

0.08% less ownership

Funds ownership: 35.16%35.09% (-0.08%)

6% less capital invested

Capital invested by funds: $94.4M → $88.7M (-$5.77M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
51
Emerald Mutual Fund Advisers Trust
Pennsylvania
$151K
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$126K +$132K +8,538 New
Invesco
53
Invesco
Georgia
$124K +$17.2K +1,114 +15%
SO
54
STRS Ohio
Ohio
$116K
BA
55
BlackRock Advisors
Delaware
$116K +$4.63K +300 +4%
GPGA
56
Grandeur Peak Global Advisors
Utah
$94K +$77.2K +5,000 +357%
AllianceBernstein
57
AllianceBernstein
Tennessee
$92K -$23.2K -1,504 -19%
US Bancorp
58
US Bancorp
Minnesota
$74K
Citigroup
59
Citigroup
New York
$53K -$60.4K -3,912 -52%
RA
60
RMR Advisors
Massachusetts
$34K
U
61
UBS
Switzerland
$30K
ClearBridge Investments
62
ClearBridge Investments
New York
$29K
M&T Bank
63
M&T Bank
New York
$29K
Credit Agricole
64
Credit Agricole
France
$28K +$29.3K +1,900 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$26K
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$24K
BJ
67
BlackRock Japan
Japan
$23K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$19K
SAMC
69
Shinko Asset Management Company
Japan
$12K -$1.54K -100 -11%
BlackRock
70
BlackRock
New York
$11K +$1.61K +104 +16%
Daiwa Securities Group
71
Daiwa Securities Group
Japan
$7K
Bank of America
72
Bank of America
North Carolina
$6K -$48.5K -3,137 -88%
TRCT
73
Tower Research Capital (TRC)
New York
$6K -$14.7K -950 -70%
NES
74
New England Securities
New York
$5K
Barclays
75
Barclays
United Kingdom
$2K -$834 -54 -24%