WSR

Whitestone REIT
WSR

Overview Fund Activity

105 hedge funds and large institutions have $173M invested in Whitestone REIT in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
105
Holders Change
-9
Holders Change %
-7.89%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
44
Reduced
34
Closed
12
Calls
$722K
Puts
$198K
Net Calls
+$524K
Net Calls Change
-$421K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4.43M
2
Invesco
2
Invesco
Georgia
$10.3M
3
PCM
3
Piermont Capital Management
Missouri
$2.04M
4
Charles Schwab
4
Charles Schwab
California
$2.76M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$1.61M

Top Sellers

1
CIM
1
Calvert Investment Management
Maryland
$0
2
Millennium Management
2
Millennium Management
New York
$751K
3
MC
3
Menta Capital
California
$1.42M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$781K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
76
BlackRock
New York
$106K 7,575 -744 -9%
MTB
77
Mizuho Trust & Banking
Japan
$93K 6,703 +1,324 +25%
UBS Group
78
UBS Group
Switzerland
$84K 6,053 +2,413 +66%
Citigroup
79
Citigroup
New York
$59K 4,225 -420 -9%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$57K 4,109 – –
Legal & General Group
81
Legal & General Group
United Kingdom
$52K 3,712 -436 -11%
US Bancorp
82
US Bancorp
Minnesota
$43K 3,100 – –
FIM
83
Foresters Investment Management
New York
$42K 3,040 – –
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$35K 2,500 – –
DAM
85
Delta Asset Management
Tennessee
$32K 2,270 – –
AG
86
Advisor Group
Arizona
$29K 2,054 +950 +86%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$25.5K 1,835 +608 +50%
IA
88
IFP Advisors
Florida
$24K 1,740 -250 -13%
AIM
89
Acrospire Investment Management
Illinois
$22K 1,555 -300 -16%
SAMC
90
Shinko Asset Management Company
Japan
$22K 1,600 +100 +7%
BJ
91
BlackRock Japan
Japan
$21K 1,504 +41 +3%
Credit Agricole
92
Credit Agricole
France
$19K 1,400 – –
Daiwa Securities Group
93
Daiwa Securities Group
Japan
$14K 1,000 – –
TWMP
94
Taylor Wealth Management Partners
Massachusetts
$12K 900 – –
MCM
95
MV Capital Management
Maryland
$10K 727 +727 New
MFS
96
MSI Financial Services
Massachusetts
$7K 505 +5 +1%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$6K 446 – –
Barclays
98
Barclays
United Kingdom
$5K 385 -51 -12%
PCM
99
Penserra Capital Management
California
$5K 394 +110 +39%
TCIM
100
TIAA CREF Investment Management
New York
$2.19K 157,819 -2,410 -2%
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4
5