WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$13.7M
2
DG
2
DigitalBridge Group
Florida
$4.57M
3
FP
3
Foundry Partners
Minnesota
$4.33M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$8.72M
5
Barclays
5
Barclays
United Kingdom
$2.12M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.17M
2
BlackRock
2
BlackRock
New York
$74.3M
3
Millennium Management
3
Millennium Management
New York
$194K
4
NAM
4
Nexpoint Asset Management
Texas
$8.43M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FM
51
Foster & Motley
Ohio
$596K 61,859 -97,870 -61%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$576K 59,808 -2,984 -5%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$560K 58,146 -24,320 -29%
AR
54
Advisory Research
Illinois
$547K 56,842 -2,138 -4%
UBS AM
55
UBS AM
Illinois
$547K 56,791 +17,823 +46%
CS
56
Credit Suisse
Switzerland
$541K 56,187 +16,556 +42%
Canada Life
57
Canada Life
Manitoba, Canada
$541K 56,256 -3 -0%
Prudential Financial
58
Prudential Financial
New Jersey
$529K 54,891 -60,515 -52%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$503K 52,234 -5,257 -9%
SOADOR
60
State of Alaska Department of Revenue
Alaska
$503K 52,298 -1,043 -2%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$494K 51,293 -405 -0.8%
Nomura Asset Management
62
Nomura Asset Management
Japan
$479K 49,700 – –
LPL Financial
63
LPL Financial
California
$424K 44,026 +10,135 +30%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$416K 43,244 +494 +1%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$414K 43,037 -1,408 -3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$386K 40,012 +1,262 +3%
TPSF
67
Texas Permanent School Fund
Texas
$380K 39,511 -294 -0.7%
NYLIM
68
New York Life Investment Management
New York
$373K 38,700 -6,097 -14%
PI
69
Putnam Investments
Massachusetts
$363K 37,700 -321 -0.8%
Franklin Resources
70
Franklin Resources
California
$360K 37,435 +780 +2%
Walleye Capital
71
Walleye Capital
New York
$350K 36,389 +36,389 New
Truist Financial
72
Truist Financial
North Carolina
$326K 33,850 -6,826 -17%
IP
73
Ignite Planners
California
$322K 34,431 -5,127 -13%
B
74
Bailard
California
$318K 33,000 +33,000 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$313K 32,538 +12,606 +63%
1 2
3
4 5