WSR

Whitestone REIT
WSR

Overview Fund Activity

96 hedge funds and large institutions have $139M invested in Whitestone REIT in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
38
Reduced
30
Closed
11
Calls
$1.13M
Puts
$259K
Net Calls
+$866K
Net Calls Change
+$1.08M

Top Buyers

1
WMC
1
Westwood Management Corporation
Illinois
$1.3M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$5.75M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$36M
4
Invesco
4
Invesco
Georgia
$6.04M
5
CS
5
Credit Suisse
Switzerland
$915K

Top Sellers

1
TWMP
1
Taylor Wealth Management Partners
Massachusetts
$11K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Millennium Management
3
Millennium Management
New York
$1.71M
4
WCM
4
Wedge Capital Management
North Carolina
$1.14M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.61M
Name Market Value Shares Shares
Change 		Shares
Change %
PMFA
76
Plante Moran Financial Advisors
Michigan
$29K 2,310 +2,310 New
MERSOM
77
Municipal Employees' Retirement System of Michigan
Michigan
$25K 1,970 +1,970 New
UBS Group
78
UBS Group
Switzerland
$24K 1,968 +987 +101%
BlackRock
79
BlackRock
New York
$23K 1,785 +1,023 +134%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$19K 1,512 +629 +71%
IA
81
IFP Advisors
Florida
$18K 1,500 -753 -33%
BJ
82
BlackRock Japan
Japan
$18K 1,463 – –
Credit Agricole
83
Credit Agricole
France
$18K 1,400 – –
CTC
84
Central Trust Company
Missouri
$16K 1,300 – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$16K 1,340 +1,340 New
SAMC
86
Shinko Asset Management Company
Japan
$14K 1,100 -400 -27%
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$13K 1,000 +200 +25%
TWMP
88
Taylor Wealth Management Partners
Massachusetts
$11K 900 -170,419 -99%
MFS
89
MSI Financial Services
Massachusetts
$11K 885 +735 +490%
Barclays
90
Barclays
United Kingdom
$7K 623 -293 -32%
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$6K 446 – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$5K 430 +407 +1,770%
Geode Capital Management
93
Geode Capital Management
Massachusetts
$1.94K 154,346 +1,206 +0.8%
TRCT
94
Tower Research Capital (TRC)
New York
$1K 100 -200 -67%
DBT
95
Dubuque Bank & Trust
Iowa
$1K 114 – –
PCM
96
Penserra Capital Management
California
$3 284 +13 +5%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
– – -75,807 Closed
BFM
98
Boothbay Fund Management
New York
– – -23,669 Closed
ARTA
99
A.R.T. Advisors
New York
– – -12,167 Closed
AG
100
Aperio Group
California
– – -10,002 Closed
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4
5