WSR

Whitestone REIT
WSR

Overview Fund Activity

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K

Top Buyers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$3.82M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$4.95M
3
GCP
3
GSA Capital Partners
United Kingdom
$1.33M
4
HF
4
HRT Financial
New York
$1.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.55M

Top Sellers

1
CC
1
Conversant Capital
New Jersey
$0
2
NAM
2
Nexpoint Asset Management
Texas
$10.9M
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$784K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.73M
5
BlackRock
5
BlackRock
New York
$72M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
51
Dakota Wealth Management
Florida
$641K 69,689 -3,141 -4%
Teacher Retirement System of Texas
52
Teacher Retirement System of Texas
Texas
$631K 68,537 +10,013 +17%
PAM
53
Panagora Asset Management
Massachusetts
$616K 66,931 +41,720 +165%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$565K 61,504 -11,169 -15%
OLA
55
Oliver Luxxe Assets
New Jersey
$549K 59,629 +4,788 +9%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$539K 58,606 -804 -1%
Canada Life
57
Canada Life
Manitoba, Canada
$526K 57,246 -1,203 -2%
AR
58
Advisory Research
Illinois
$521K 56,672 +26,574 +88%
SOADOR
59
State of Alaska Department of Revenue
Alaska
$514K 56,008 +172 +0.3%
CCIA
60
Campbell & Co Investment Adviser
Maryland
$505K 54,844 +11,118 +25%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$498K 54,142 +1,288 +2%
Truist Financial
62
Truist Financial
North Carolina
$485K 52,670 +52,670 New
NYLIM
63
New York Life Investment Management
New York
$480K 52,201 +52,201 New
Cerity Partners
64
Cerity Partners
New York
$458K 587 +587 New
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$452K 49,154 -529 -1%
Nomura Asset Management
66
Nomura Asset Management
Japan
$441K 47,900 – –
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$431K 46,825 +46,825 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$423K 46,006 -1,612 -3%
AG
69
Algert Global
California
$398K 43,247 +27,093 +168%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$386K 42,000 -1,168 -3%
TPSF
71
Texas Permanent School Fund
Texas
$373K 40,547 +10,325 +34%
IP
72
Ignite Planners
California
$359K 40,693 -941 -2%
UBS AM
73
UBS AM
Illinois
$359K 38,968 +38,968 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$348K 37,786 +651 +2%
CIM
75
Cambria Investment Management
California
$345K 37,527 +5,361 +17%
1 2
3
4 5