WSR

Whitestone REIT
WSR

Overview Fund Activity

104 hedge funds and large institutions have $207M invested in Whitestone REIT in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 15 closing their positions.

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
22
Increased
54
Reduced
17
Closed
15
Calls
$2.02M
Puts
$1.23M
Net Calls
+$785K
Net Calls Change
+$311K

Top Buyers

1
PAM
1
PVG Asset Management
Colorado
$12M
2
Invesco
2
Invesco
Georgia
$16.8M
3
CCM
3
Chilton Capital Management
Texas
$6.73M
4
BlackRock
4
BlackRock
New York
$32.6M
5
NC
5
Northpointe Capital
Michigan
$3.91M

Top Sellers

1
HW
1
Hancock Whitney
Mississippi
$0
2
SFM
2
Systematic Financial Management
New Jersey
$0
3
MC
3
Menta Capital
California
$0
4
TCIM
4
TIAA CREF Investment Management
New York
$1.2M
5
TCM
5
Texan Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$159K 12,992 +12,992 New
CIA
77
Capital Investment Advisors
Georgia
$151K 12,300 +1,000 +9%
SCM
78
Schnieders Capital Management
California
$138K 11,275 +800 +8%
AG
79
Aperio Group
California
$135K 10,995 -7,775 -41%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$122K 10,000 – –
UBS Group
81
UBS Group
Switzerland
$108K 8,805 -2,131 -19%
PWM
82
Perigon Wealth Management
California
$101K 8,200 +8,200 New
Legal & General Group
83
Legal & General Group
United Kingdom
$96K 7,795 +1,003 +15%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$69K 5,609 +1,500 +37%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$61K 4,980 +3,108 +166%
AIP
86
Ameritas Investment Partners
Nebraska
$40K 3,231 +1,402 +77%
US Bancorp
87
US Bancorp
Minnesota
$39K 3,190 +90 +3%
Daiwa Securities Group
88
Daiwa Securities Group
Japan
$39K 3,200 +1,000 +45%
CPIG
89
Chicago Partners Investment Group
Illinois
$39K 3,000 +3,000 New
Creative Planning
90
Creative Planning
Kansas
$37K 3,050 +3,050 New
Simplex Trading
91
Simplex Trading
Illinois
$35K 2,868 +1,752 +157%
QT
92
Quantbot Technologies
New York
$30K 2,511 +2,511 New
PMFA
93
Plante Moran Financial Advisors
Michigan
$24K 2,000 – –
DAM
94
Delta Asset Management
Tennessee
$22K 1,770 – –
Credit Agricole
95
Credit Agricole
France
$21K 1,700 +300 +21%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$16K 1,330 – –
PCM
97
Penserra Capital Management
California
$12K 1,005 +299 +42%
SEI Investments
98
SEI Investments
Pennsylvania
$12K 1,019 +1,003 +6,269%
TWMP
99
Taylor Wealth Management Partners
Massachusetts
$11K 900 – –
Citigroup
100
Citigroup
New York
$10K 852 -640 -43%
1 2 3
4
5