WSR

Whitestone REIT
WSR

Overview Fund Activity

152 hedge funds and large institutions have $287M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
63
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.1M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$7.2M
3
BlackRock
3
BlackRock
New York
$76.5M
4
Invesco
4
Invesco
Georgia
$5.08M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.32M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$190K
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Charles Schwab
3
Charles Schwab
California
$2.22M
4
JCIA
4
Jackson Creek Investment Advisors
Colorado
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$516K 50,923 – –
AG
52
Algert Global
California
$502K 49,592 -8,010 -14%
SG Americas Securities
53
SG Americas Securities
New York
$499K 49,257 -18,063 -27%
Citadel Advisors
54
Citadel Advisors
Florida
$487K 48,028 +8,234 +21%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$469K 46,300 +46,300 New
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$457K 45,140 -4,853 -10%
DT
57
Diversified Trust
Tennessee
$453K 44,696 +17,437 +64%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$426K 42,100 +42,100 New
YCM
59
Yousif Capital Management
Michigan
$421K 41,516 +41,516 New
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$416K 40,750 – –
Comerica Bank
61
Comerica Bank
Texas
$411K 39,085 -37,934 -49%
SEI Investments
62
SEI Investments
Pennsylvania
$402K 39,613 +39,613 New
GTCM
63
Gyon Technologies Capital Management
New Jersey
$396K 39,051 +39,051 New
Nomura Asset Management
64
Nomura Asset Management
Japan
$384K 37,900 +6,400 +20%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$381K 37,571 +2,384 +7%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$378K 37,342 +432 +1%
Canada Life
67
Canada Life
Manitoba, Canada
$372K 36,755 +348 +1%
LPL Financial
68
LPL Financial
California
$359K 35,440 – –
Citigroup
69
Citigroup
New York
$355K 35,051 +12,581 +56%
COPPSERS
70
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$353K 34,893 +1,887 +6%
CG
71
Clarus Group
Texas
$344K 37,173 – –
OLA
72
Oliver Luxxe Assets
New Jersey
$340K 33,579 +1,457 +5%
TPSF
73
Texas Permanent School Fund
Texas
$339K 33,430 +1,228 +4%
Truist Financial
74
Truist Financial
North Carolina
$336K 33,210 – –
CSS
75
Cubist Systematic Strategies
Connecticut
$331K 32,696 -5,837 -15%
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