WSR

Whitestone REIT
WSR

Overview Fund Activity

114 hedge funds and large institutions have $182M invested in Whitestone REIT in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
114
Holders Change
+18
Holders Change %
+18.75%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
41
Reduced
23
Closed
5
Calls
$1.21M
Puts
$263K
Net Calls
+$945K
Net Calls Change
+$79K

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$8.02M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.6M
3
CIM
3
Calvert Investment Management
Maryland
$1.92M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.83M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.13M

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$2.42M
2
PCM
2
Perritt Capital Management
Illinois
$1.28M
3
LPL Financial
3
LPL Financial
California
$533K
4
BEAM
4
Baker Ellis Asset Management
Washington
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$170K 11,300 – –
Nomura Holdings
77
Nomura Holdings
Japan
$170K 11,300 +11,300 New
BW
78
Bison Wealth
Georgia
$170K 11,370 +11,370 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$166K 11,057 +10,627 +2,471%
First Trust Advisors
80
First Trust Advisors
Illinois
$164K 10,850 +10,850 New
AG
81
Aperio Group
California
$156K 10,346 +10,346 New
HIM
82
Hillsdale Investment Management
Ontario, Canada
$127K 8,400 +8,400 New
BlackRock
83
BlackRock
New York
$125K 8,319 +6,534 +366%
MTB
84
Mizuho Trust & Banking
Japan
$81K 5,379 +284 +6%
Citigroup
85
Citigroup
New York
$70K 4,645 -20,535 -82%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$62K 4,109 – –
Legal & General Group
87
Legal & General Group
United Kingdom
$62K 4,148 – –
UBS Group
88
UBS Group
Switzerland
$54K 3,640 +1,672 +85%
US Bancorp
89
US Bancorp
Minnesota
$47K 3,100 -1,987 -39%
FIM
90
Foresters Investment Management
New York
$46K 3,040 +3,040 New
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$38K 2,500 – –
DAM
92
Delta Asset Management
Tennessee
$34K 2,270 – –
TRCT
93
Tower Research Capital (TRC)
New York
$32K 2,101 +2,001 +2,001%
CG
94
Cutler Group
California
$31K 2,098 -6,761 -76%
IA
95
IFP Advisors
Florida
$30K 1,990 +490 +33%
AIM
96
Acrospire Investment Management
Illinois
$28K 1,855 -1,100 -37%
SAMC
97
Shinko Asset Management Company
Japan
$23K 1,500 +400 +36%
BJ
98
BlackRock Japan
Japan
$22K 1,463 – –
Credit Agricole
99
Credit Agricole
France
$21K 1,400 – –
CTC
100
Central Trust Company
Missouri
$20K 1,300 – –
1 2 3
4
5