We are live on ! Find out more
WSR

Whitestone REIT
WSR

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.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $415K

2% less funds holding

Funds holding: 164161 (-3)

5% less capital invested

Capital invested by funds: $406M → $386M (-$20.4M)

5.04% less ownership

Funds ownership: 66.62%61.58% (-5%)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Prelude Capital Management
New York
$671K -$144K -11,691 -18%
Prudential Financial
52
Prudential Financial
New Jersey
$671K -$17.6K -1,421 -3%
Canada Life
53
Canada Life
Manitoba, Canada
$670K +$19.9K +1,608 +3%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$658K
SOADOR
55
State of Alaska Department of Revenue
Alaska
$648K -$2.03K -164 -0.3%
AR
56
Advisory Research
Illinois
$645K -$31.2K -2,527 -5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$614K +$165K +13,340 +37%
UBS Group
58
UBS Group
Switzerland
$598K -$97.5K -7,891 -14%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$593K -$32.3K -2,613 -5%
B
60
Bailard
California
$569K +$560K +45,300 New
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$538K +$27K +2,183 +5%
TPSF
62
Texas Permanent School Fund
Texas
$517K +$6.82K +552 +1%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$513K -$13.7K -1,109 -3%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$502K +$1K +81 +0.2%
Franklin Resources
65
Franklin Resources
California
$477K +$3.06K +248 +0.7%
LPL Financial
66
LPL Financial
California
$456K -$58.4K -4,728 -12%
SI
67
Stephens Inc
Arkansas
$421K +$59.6K +4,824 +17%
Citigroup
68
Citigroup
New York
$420K +$42.5K +3,440 +11%
Truist Financial
69
Truist Financial
North Carolina
$412K
SPS
70
Susquehanna Portfolio Strategies
Pennsylvania
$382K -$241K -19,506 -39%
MWA
71
Monograph Wealth Advisors
California
$377K +$371K +30,000 New
AssetMark Inc
72
AssetMark Inc
California
$374K +$102K +8,285 +38%
RI
73
Ridgewood Investments
New Jersey
$369K
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$361K
IP
75
Ignite Planners
California
$354K -$28K -2,268 -7%