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WSR

Whitestone REIT
WSR

120 hedge funds and large institutions have $320M invested in Whitestone REIT in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $655K

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

1.23% more ownership

Funds ownership: 56.56%57.8% (+1.2%)

2% more capital invested

Capital invested by funds: $313M → $320M (+$6.67M)

1% less funds holding

Funds holding: 121120 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
49
Reduced
31
Closed
15
Calls
$1.1M
Puts
$655K
Net Calls
+$443K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
WG
51
Winton Group
United Kingdom
$570K +$575K +41,868 New
UBS AM
52
UBS AM
Illinois
$569K +$13.8K +1,002 +2%
SOADOR
53
State of Alaska Department of Revenue
Alaska
$564K +$105K +7,634 +23%
SFM
54
Systematic Financial Management
New Jersey
$542K +$546K +39,785 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$525K +$10.9K +797 +2%
Comerica Bank
56
Comerica Bank
Texas
$502K +$5.62K +409 +1%
CS
57
Credit Suisse
Switzerland
$498K -$72.4K -5,276 -13%
AG
58
Aperio Group
California
$488K -$3.42K -249 -0.7%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$475K +$168K +12,272 +54%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$441K +$5.59K +407 +1%
Deutsche Bank
61
Deutsche Bank
Germany
$441K +$177K +12,914 +66%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$436K -$100K -7,300 -19%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$386K -$6.89K -502 -2%
AIG
64
American International Group
New York
$380K -$10.1K -733 -3%
TPSF
65
Texas Permanent School Fund
Texas
$379K +$5.62K +409 +1%
ASRS
66
Arizona State Retirement System
Arizona
$369K -$277K -20,158 -43%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$358K -$53.6K -3,902 -13%
Nomura Asset Management
68
Nomura Asset Management
Japan
$357K -$8.24K -600 -2%
TF
69
TIAA FSB
Florida
$326K
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324K -$11.7K -852 -3%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$295K +$58.5K +4,262 +25%
IA
72
IndexIQ Advisors
New York
$287K -$23.9K -1,744 -8%
HW
73
Hancock Whitney
Mississippi
$272K +$4.3K +313 +2%
Citigroup
74
Citigroup
New York
$268K -$289K -21,079 -52%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$267K