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WSR

Whitestone REIT
WSR

116 hedge funds and large institutions have $215M invested in Whitestone REIT in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $891K | Put options by funds: $251K

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.42% less ownership

Funds ownership: 56.13%52.72% (-3.4%)

8% less funds holding

Funds holding: 126116 (-10)

31% less capital invested

Capital invested by funds: $311M → $215M (-$96.4M)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
45
Reduced
34
Closed
19
Calls
$891K
Puts
$251K
Net Calls
+$640K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
76
Municipal Employees' Retirement System of Michigan
Michigan
$163K +$14.3K +1,170 +8%
Mackenzie Financial
77
Mackenzie Financial
Ontario, Canada
$156K
Citigroup
78
Citigroup
New York
$152K +$15K +1,230 +9%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$144K +$15.3K +1,258 +10%
KI
80
Koch Industries
Kansas
$143K +$168K +13,767 New
VF
81
Virtu Financial
New York
$133K -$17.1K -1,401 -10%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$131K +$61.1K +5,010 +66%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$131K -$40.9K -3,351 -21%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$128K -$10.3K -846 -6%
Barclays
85
Barclays
United Kingdom
$121K +$47.9K +3,929 +51%
CIA
86
Capital Investment Advisors
Georgia
$119K -$9.76K -800 -7%
Wellington Management Group
87
Wellington Management Group
Massachusetts
$116K
MSA
88
Mason Street Advisors
Wisconsin
$113K +$10.5K +862 +9%
FIM
89
Foresters Investment Management
New York
$112K
SCM
90
Schnieders Capital Management
California
$111K -$11.9K -975 -8%
IAA
91
Independent Advisor Alliance
North Carolina
$106K +$2.02K +166 +2%
JP Morgan Chase
92
JP Morgan Chase
New York
$78K -$1.6M -130,776 -95%
AAMU
93
Amundi Asset Management US
Massachusetts
$78K
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$65K
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$58K
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$54K +$30.8K +2,526 +95%
Daiwa Securities Group
97
Daiwa Securities Group
Japan
$48K +$17.1K +1,400 +44%
TRCT
98
Tower Research Capital (TRC)
New York
$43K +$48.2K +3,947 +2,336%
AIP
99
Ameritas Investment Partners
Nebraska
$34K
US Bancorp
100
US Bancorp
Minnesota
$33K