WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

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

Top Buyers

1
PAM
1
PVG Asset Management
Colorado
$5.31M
2
Invesco
2
Invesco
Georgia
$19.8M
3
BlackRock
3
BlackRock
New York
$56.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.24M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.93M

Top Sellers

1
CCM
1
Chilton Capital Management
Texas
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$44.3M
3
LCM
3
LDR Capital Management
New York
$0
4
OAM
4
Orinda Asset Management
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$78K
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
76
Municipal Employees' Retirement System of Michigan
Michigan
$163K 15,670 +1,170 +8%
Mackenzie Financial
77
Mackenzie Financial
Ontario, Canada
$156K 15,002 – –
Citigroup
78
Citigroup
New York
$152K 14,619 +1,230 +9%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$144K 13,895 +1,258 +10%
KI
80
Koch Industries
Kansas
$143K 13,767 +13,767 New
VF
81
Virtu Financial
New York
$133K 12,787 -1,401 -10%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$131K 12,620 +5,010 +66%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$131K 12,574 -3,351 -21%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$128K 12,354 -846 -6%
Barclays
85
Barclays
United Kingdom
$121K 11,657 +3,929 +51%
CIA
86
Capital Investment Advisors
Georgia
$119K 11,500 -800 -7%
Wellington Management Group
87
Wellington Management Group
Massachusetts
$116K 11,165 – –
MSA
88
Mason Street Advisors
Wisconsin
$113K 10,881 +862 +9%
FIM
89
Foresters Investment Management
New York
$112K 10,800 – –
SCM
90
Schnieders Capital Management
California
$111K 10,725 -975 -8%
IAA
91
Independent Advisor Alliance
North Carolina
$106K 10,416 +166 +2%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$78K 7,501 -130,776 -95%
AAMU
93
Amundi Asset Management US
Massachusetts
$78K 7,515 – –
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$65K 6,217 – –
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$58K 5,609 – –
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$54K 5,189 +2,526 +95%
Daiwa Securities Group
97
Daiwa Securities Group
Japan
$48K 4,600 +1,400 +44%
TRCT
98
Tower Research Capital (TRC)
New York
$43K 4,116 +3,947 +2,336%
AIP
99
Ameritas Investment Partners
Nebraska
$34K 3,231 – –
US Bancorp
100
US Bancorp
Minnesota
$33K 3,190 – –
2 3
4
5 6