WSR

Whitestone REIT
WSR

Overview Fund Activity

166 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
67
Reduced
49
Closed
20
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K

Top Buyers

1
BFM
1
Boothbay Fund Management
New York
$16.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
RAM
3
Roumell Asset Management
Maryland
$2.56M
4
KAS
4
Kestra Advisory Services
Texas
$1.18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.03M

Top Sellers

1
ECM
1
ExodusPoint Capital Management
New York
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$1.01M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$71.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$355K
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
51
Prelude Capital Management
New York
$777K 58,414 +4,936 +9%
AR
52
Advisory Research
Illinois
$730K 54,815 +3,427 +7%
Prudential Financial
53
Prudential Financial
New Jersey
$698K 52,468 -1,000 -2%
SOADOR
54
State of Alaska Department of Revenue
Alaska
$681K 51,254 -424 -0.8%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$680K 51,093 -1,339 -3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$652K 48,964 – –
GAMC
57
Garner Asset Management Corp
Texas
$639K 48,015 -20,593 -30%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$590K 44,259 +1,391 +3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$588K 44,146 -3,126 -7%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$582K 43,707 +3,730 +9%
Franklin Resources
61
Franklin Resources
California
$566K 42,551 +4,505 +12%
Jane Street
62
Jane Street
New York
$561K 42,170 +32,143 +321%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$549K 41,266 +29,971 +265%
UBS Group
64
UBS Group
Switzerland
$534K 40,154 -7,471 -16%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$524K 39,400 -1,466 -4%
B
66
Bailard
California
$516K 38,800 -6,500 -14%
Citigroup
67
Citigroup
New York
$477K 35,820 +2,317 +7%
SI
68
Stephens Inc
Arkansas
$446K 33,529 – –
MIM
69
MetLife Investment Management
New Jersey
$408K 30,672 +5,882 +24%
AssetMark Inc
70
AssetMark Inc
California
$396K 29,722 -99 -0.3%
RI
71
Ridgewood Investments
New Jersey
$391K 29,388 – –
WVP
72
Worth Venture Partners
New Jersey
$383K 28,750 +1,400 +5%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$382K 28,730 – –
LPL Financial
74
LPL Financial
California
$377K 28,308 -8,031 -22%
CF
75
Corebridge Financial
Texas
$377K 28,292 +28,292 New
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