WSR

Whitestone REIT
WSR

Overview Fund Activity

91 hedge funds and large institutions have $145M invested in Whitestone REIT in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
27
Reduced
37
Closed
9
Calls
$455K
Puts
$2K
Net Calls
+$453K
Net Calls Change
-$47K

Top Buyers

1
TWMP
1
Taylor Wealth Management Partners
Massachusetts
$6.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.1M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.36M
4
BIT
4
BlackRock Institutional Trust
California
$13.6M
5
Charles Schwab
5
Charles Schwab
California
$1.27M

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$3.77M
2
TA
2
Teachers Advisors
New York
$522K
3
NI
3
Numeric Investors
Massachusetts
$0
4
PCM
4
Perritt Capital Management
Illinois
$2.88M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
51
HL Financial Services
Kentucky
$270K 16,973 -1,214 -7%
NFA
52
Nationwide Fund Advisors
Ohio
$260K 16,365 -1,353 -8%
LPL Financial
53
LPL Financial
California
$234K 14,620 -1,261 -8%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$234K 14,729 +160 +1%
AIG
55
American International Group
New York
$234K 14,722 +630 +4%
AQR Capital Management
56
AQR Capital Management
Connecticut
$225K 14,200 +14,200 New
FAAS
57
First Allied Advisory Services
California
$220K 13,858 – –
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$211K 13,299 -789 -6%
PSI
59
Pinnacle Summer Investments
Virginia
$204K 12,836 – –
BA
60
BlackRock Advisors
Delaware
$186K 11,742 +2,933 +33%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$180K 11,349 -25,254 -69%
BFM
62
Boothbay Fund Management
New York
$159K 10,000 +10,000 New
WEC
63
Winslow Evans & Crocker
Massachusetts
$149K 9,358 – –
Deutsche Bank
64
Deutsche Bank
Germany
$122K 7,778 +2,984 +62%
BRWM
65
B. Riley Wealth Management
Tennessee
$101K 6,402 -702 -10%
MTB
66
Mizuho Trust & Banking
Japan
$85K 5,350 +5,350 New
US Bancorp
67
US Bancorp
Minnesota
$80K 4,987 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$78K 4,903 -1,610 -25%
Legal & General Group
69
Legal & General Group
United Kingdom
$66K 4,148 – –
AllianceBernstein
70
AllianceBernstein
Tennessee
$59K 3,700 +2,800 +311%
MOACM
71
Mutual of America Capital Management
New York
$50K 3,150 – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$41K 2,594 +2,344 +938%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$38K 2,410 – –
Citigroup
74
Citigroup
New York
$37K 2,318 -2,719 -54%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$31.2K 1,964 +1,964 New
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3
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