WSR

Whitestone REIT
WSR

Overview Fund Activity

158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K

Top Buyers

1
BlackRock
1
BlackRock
New York
$75.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$5.62M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.2M
4
KCM
4
Kennedy Capital Management
Missouri
$5.45M
5
FM
5
Foster & Motley
Ohio
$1.03M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$577K
2
Charles Schwab
2
Charles Schwab
California
$1.25M
3
CP
3
CenterBook Partners
Connecticut
$0
4
HS
4
Hazelview Securities
Ontario, Canada
$5.73M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOADOR
51
State of Alaska Department of Revenue
Alaska
$537K 55,836 +780 +1%
OLA
52
Oliver Luxxe Assets
New Jersey
$529K 54,841 +5,115 +10%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$510K 52,854 +427 +0.8%
SSA
54
Schonfeld Strategic Advisors
New York
$487K 50,500 – –
COPPSERS
55
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$479K 49,683 +7,400 +18%
Nomura Asset Management
56
Nomura Asset Management
Japan
$462K 47,900 +4,000 +9%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$459K 47,618 -354 -0.7%
SO
58
STRS Ohio
Ohio
$455K 47,204 -1,012 -2%
IP
59
Ignite Planners
California
$428K 41,634 +41,634 New
CCIA
60
Campbell & Co Investment Adviser
Maryland
$422K 43,726 +43,726 New
AllianceBernstein
61
AllianceBernstein
Tennessee
$419K 43,451 +6,562 +18%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$416K 43,168 – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$408K 42,360 +19,273 +83%
Citadel Advisors
64
Citadel Advisors
Florida
$359K 37,267 +37,267 New
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$358K 37,135 -12,205 -25%
CS
66
Credit Suisse
Switzerland
$354K 36,719 -19,752 -35%
Lido Advisors
67
Lido Advisors
California
$350K 36,281 +3,605 +11%
CG
68
Clarus Group
Texas
$311K 32,293 -4,880 -13%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$311K 32,262 +1,687 +6%
CIM
70
Cambria Investment Management
California
$310K 32,166 +32,166 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$308K 31,947 +31,947 New
TPSF
72
Texas Permanent School Fund
Texas
$291K 30,222 -3,156 -9%
AR
73
Advisory Research
Illinois
$290K 30,098 -25,151 -46%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$285K 29,596 -29 -0.1%
YCM
75
Yousif Capital Management
Michigan
$284K 29,508 -8,085 -22%
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