WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

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
–

Top Buyers

1
TFMS
1
Trust & Fiduciary Management Services
Massachusetts
$1.34M
2
BCM
2
Bridgeway Capital Management
Texas
$1.14M
3
Ameriprise
3
Ameriprise
Minnesota
$3.99M
4
BFA
4
BlackRock Fund Advisors
California
$7.29M
5
BIT
5
BlackRock Institutional Trust
California
$6.14M

Top Sellers

1
FM
1
Forward Management
California
$7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$404K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$620K
Name Market Value Shares Shares
Change 		Shares
Change %
EMFAT
51
Emerald Mutual Fund Advisers Trust
Pennsylvania
$151K 10,250 – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$126K 8,538 +8,538 New
Invesco
53
Invesco
Georgia
$124K 8,408 +1,114 +15%
SO
54
STRS Ohio
Ohio
$116K 7,900 – –
BA
55
BlackRock Advisors
Delaware
$116K 7,901 +300 +4%
GPGA
56
Grandeur Peak Global Advisors
Utah
$94K 6,400 +5,000 +357%
AllianceBernstein
57
AllianceBernstein
Tennessee
$92K 6,242 -1,504 -19%
US Bancorp
58
US Bancorp
Minnesota
$74K 5,025 – –
Citigroup
59
Citigroup
New York
$53K 3,607 -3,912 -52%
RA
60
RMR Advisors
Massachusetts
$34K 2,329 – –
U
61
UBS
Switzerland
$30K 2,021 – –
M&T Bank
62
M&T Bank
New York
$29K 2,000 – –
ClearBridge Investments
63
ClearBridge Investments
New York
$29K 2,000 – –
Credit Agricole
64
Credit Agricole
France
$28K 1,900 +1,900 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$26K 1,746 – –
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$24K 1,650 – –
BJ
67
BlackRock Japan
Japan
$23K 1,557 – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$19K 1,298 – –
SAMC
69
Shinko Asset Management Company
Japan
$12K 800 -100 -11%
BlackRock
70
BlackRock
New York
$11K 760 +104 +16%
Daiwa Securities Group
71
Daiwa Securities Group
Japan
$7K 500 – –
Bank of America
72
Bank of America
North Carolina
$6K 422 -3,137 -88%
TRCT
73
Tower Research Capital (TRC)
New York
$6K 407 -950 -70%
NES
74
New England Securities
New York
$5K 350 – –
Barclays
75
Barclays
United Kingdom
$2K 169 -54 -24%
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