WSR

Whitestone REIT
WSR

Overview Fund Activity

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$11.9M
2
HCM
2
HGI Capital Management
New York
$2.05M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$13.4M
4
RAM
4
Roumell Asset Management
Maryland
$1.18M
5
CAM
5
ClariVest Asset Management
California
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
FIG
2
Fortress Investment Group
New York
$0
3
ECM
3
ExodusPoint Capital Management
New York
$7.11M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
GC
5
Globeflex Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
51
Prelude Capital Management
New York
$671K 53,478 -11,691 -18%
Prudential Financial
52
Prudential Financial
New Jersey
$671K 53,468 -1,421 -3%
Canada Life
53
Canada Life
Manitoba, Canada
$670K 53,597 +1,608 +3%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$658K 52,432 – –
SOADOR
55
State of Alaska Department of Revenue
Alaska
$648K 51,678 -164 -0.3%
AR
56
Advisory Research
Illinois
$645K 51,388 -2,527 -5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$614K 48,964 +13,340 +37%
UBS Group
58
UBS Group
Switzerland
$598K 47,625 -7,891 -14%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$593K 47,272 -2,613 -5%
B
60
Bailard
California
$569K 45,300 +45,300 New
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$538K 42,868 +2,183 +5%
TPSF
62
Texas Permanent School Fund
Texas
$517K 41,227 +552 +1%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$513K 40,866 -1,109 -3%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$502K 39,977 +81 +0.2%
Franklin Resources
65
Franklin Resources
California
$477K 38,046 +248 +0.7%
LPL Financial
66
LPL Financial
California
$456K 36,339 -4,728 -12%
SI
67
Stephens Inc
Arkansas
$421K 33,529 +4,824 +17%
Citigroup
68
Citigroup
New York
$420K 33,503 +3,440 +11%
Truist Financial
69
Truist Financial
North Carolina
$412K 32,791 – –
SPS
70
Susquehanna Portfolio Strategies
Pennsylvania
$382K 30,406 -19,506 -39%
MWA
71
Monograph Wealth Advisors
California
$377K 30,000 +30,000 New
AssetMark Inc
72
AssetMark Inc
California
$374K 29,821 +8,285 +38%
RI
73
Ridgewood Investments
New Jersey
$369K 29,388 – –
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$361K 28,730 – –
IP
75
Ignite Planners
California
$354K 28,976 -2,268 -7%
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