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WSR

Whitestone REIT
WSR

89 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,467% more call options, than puts

Call options by funds: $287K | Put options by funds: $3K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

0.42% less ownership

Funds ownership: 36.49%36.07% (-0.42%)

3% less funds holding

Funds holding: 9289 (-3)

7% less capital invested

Capital invested by funds: $122M → $114M (-$7.94M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
31
Reduced
31
Closed
11
Calls
$287K
Puts
$3K
Net Calls
+$284K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$245K +$3.46K +232 +1%
AIG
52
American International Group
New York
$225K -$48.5K -3,251 -17%
Invesco
53
Invesco
Georgia
$217K +$10.1K +680 +5%
NCCM
54
Nine Chapters Capital Management
New Jersey
$209K -$307K -20,600 -58%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$206K -$148K -9,896 -40%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$203K
LPL Financial
57
LPL Financial
California
$197K +$211K +14,161 New
FAAS
58
First Allied Advisory Services
California
$195K +$53.5K +3,584 +35%
CS
59
Credit Suisse
Switzerland
$180K -$13.3K -894 -6%
PSI
60
Pinnacle Summer Investments
Virginia
$179K
PP
61
PDT Partners
New York
$155K -$171K -11,441 -51%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$139K +$149K +10,000 New
BA
63
BlackRock Advisors
Delaware
$130K
WEC
64
Winslow Evans & Crocker
Massachusetts
$130K
BRWM
65
B. Riley Wealth Management
Tennessee
$119K -$3.58K -240 -3%
Deutsche Bank
66
Deutsche Bank
Germany
$88K -$73.5K -4,925 -44%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$87K -$9.22K -618 -9%
IOOF
68
Independent Order of Foresters
Ontario, Canada
$74K -$101K -6,800 -56%
US Bancorp
69
US Bancorp
Minnesota
$70K
Legal & General Group
70
Legal & General Group
United Kingdom
$58K +$61.9K +4,148 New
Citigroup
71
Citigroup
New York
$35K -$12.1K -812 -24%
MOACM
72
Mutual of America Capital Management
New York
$35K
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$34K +$11.3K +760 +46%
ClearBridge Investments
74
ClearBridge Investments
New York
$28K
Credit Agricole
75
Credit Agricole
France
$25K -$1.49K -100 -5%