WSR

Whitestone REIT
WSR

Overview Fund Activity

92 hedge funds and large institutions have $122M invested in Whitestone REIT in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
32
Reduced
33
Closed
9
Calls
$502K
Puts
$6K
Net Calls
+$496K
Net Calls Change
+$152K

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$2.65M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33M
3
DCM
3
Driehaus Capital Management
Illinois
$1.05M
4
OAM
4
Orinda Asset Management
California
$2.73M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.32M

Top Sellers

1
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$0
2
FWCM
2
First Western Capital Management
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.36M
4
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$276K
5
BFA
5
BlackRock Fund Advisors
California
$8.55M
Name Market Value Shares Shares
Change 		Shares
Change %
VFS
51
VSR Financial Services
Kansas
$294K 19,721 +1,959 +11%
AIG
52
American International Group
New York
$289K 19,400 +148 +0.8%
CPSAC
53
Chas P. Smith & Associates (CPS)
Florida
$276K 18,530 -34,510 -65%
HFS
54
HL Financial Services
Kentucky
$260K 17,432 +2,800 +19%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258K 17,287 -3,267 -16%
NFA
56
Nationwide Fund Advisors
Ohio
$258K 17,330 +658 +4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$255K 17,100 +1,640 +11%
Goldman Sachs
58
Goldman Sachs
New York
$230K 15,431 -6,920 -31%
PPA
59
Parametric Portfolio Associates
Washington
$229K 15,326 +954 +7%
Invesco
60
Invesco
Georgia
$222K 14,865 – –
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$217K 14,582 -150 -1%
CS
62
Credit Suisse
Switzerland
$206K 13,828 -4,519 -25%
PSI
63
Pinnacle Summer Investments
Virginia
$194K 12,836 +12,836 New
IOOF
64
Independent Order of Foresters
Ontario, Canada
$180K 12,082 – –
Deutsche Bank
65
Deutsche Bank
Germany
$168K 11,298 -13,435 -54%
ProShare Advisors
66
ProShare Advisors
Maryland
$161K 10,788 -10,801 -50%
FAAS
67
First Allied Advisory Services
California
$151K 10,274 -1,600 -13%
BA
68
BlackRock Advisors
Delaware
$139K 9,334 -2,651 -22%
WEC
69
Winslow Evans & Crocker
Massachusetts
$139K 9,290 -270 -3%
BRWM
70
B. Riley Wealth Management
Tennessee
$131K 8,808 +139 +2%
Barclays
71
Barclays
United Kingdom
$113K 8,113 -4,771 -37%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$103K 6,913 +6,913 New
BRWA
73
B. Riley Wealth Advisors
Florida
$93.9K 6,300 +6,300 New
RFC
74
Russell Frank Company
Washington
$76K 5,100 -1,763 -26%
US Bancorp
75
US Bancorp
Minnesota
$75K 4,987 – –
1 2
3
4 5