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WSR

Whitestone REIT
WSR

133 hedge funds and large institutions have $276M invested in Whitestone REIT in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

165% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $399K

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

16% more funds holding

Funds holding: 115133 (+18)

4.53% more ownership

Funds ownership: 52.05%56.58% (+4.5%)

4% less capital invested

Capital invested by funds: $287M → $276M (-$11.1M)

Holders
133
Holders Change
+18
Holders Change %
+15.65%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
50
Reduced
31
Closed
9
Calls
$1.06M
Puts
$399K
Net Calls
+$657K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$549K
UBS Group
52
UBS Group
Switzerland
$547K -$176K -12,961 -23%
Comerica Bank
53
Comerica Bank
Texas
$540K -$746 -55 -0.1%
HFS
54
HL Financial Services
Kentucky
$519K +$226K +16,669 +65%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$517K -$7.7K -568 -1%
MWNA
56
Marshall Wace North America
New York
$506K +$559K +41,263 New
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$505K -$26.1K -1,923 -5%
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$486K +$286K +21,100 +114%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$482K
PI
60
PineBridge Investments
New York
$444K +$121K +8,905 +33%
HIM
61
Hillsdale Investment Management
Ontario, Canada
$439K +$485K +35,800 New
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$427K +$114K +8,400 +32%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$420K +$461 +34 +0.1%
AG
64
Aperio Group
California
$418K +$21.7K +1,600 +5%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$413K
IA
66
IndexIQ Advisors
New York
$369K -$47.2K -3,481 -10%
AIG
67
American International Group
New York
$366K -$4.79K -353 -1%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$349K +$8.49K +626 +2%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$343K
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$325K +$20.7K +1,524 +6%
TPSF
71
Texas Permanent School Fund
Texas
$319K +$13.8K +1,020 +4%
SOADOR
72
State of Alaska Department of Revenue
Alaska
$314K +$8.08K +596 +2%
Nomura Asset Management
73
Nomura Asset Management
Japan
$309K +$10.8K +800 +3%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300K -$24.6K -1,811 -7%
TF
75
TIAA FSB
Florida
$293K