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WSR

Whitestone REIT
WSR

120 hedge funds and large institutions have $320M invested in Whitestone REIT in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $655K

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

1.23% more ownership

Funds ownership: 56.56%57.8% (+1.2%)

2% more capital invested

Capital invested by funds: $313M → $320M (+$6.67M)

1% less funds holding

Funds holding: 121120 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
49
Reduced
31
Closed
15
Calls
$1.1M
Puts
$655K
Net Calls
+$443K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$263K +$21.1K +1,534 +9%
MIM
77
MetLife Investment Management
New Jersey
$248K
OPERF
78
Oregon Public Employees Retirement Fund
Oregon
$218K
AG
79
Advisor Group
Arizona
$210K -$2.75K -200 -1%
MSA
80
Mason Street Advisors
Wisconsin
$193K +$6.74K +491 +4%
PAM
81
Panagora Asset Management
Massachusetts
$193K +$195K +14,179 New
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$192K +$5K +364 +3%
LSERS
83
Louisiana State Employees Retirement System
Louisiana
$190K -$13.5K -980 -7%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$189K +$108K +7,852 +130%
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$188K +$1.77K +129 +0.9%
TRSOTSOK
86
Teachers Retirement System of the State of Kentucky
Kentucky
$168K
IUHSA
87
Itau Unibanco Holding S.A.
Brazil
$160K +$161K +11,715 New
TIAAOA
88
Teachers Insurance & Annuity Association of America
New York
$155K
HS
89
HighVista Strategies
Massachusetts
$154K +$155K +11,300 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$152K +$5.97K +435 +4%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$122K +$26.3K +1,918 +26%
Daiwa Securities Group
92
Daiwa Securities Group
Japan
$118K +$37.1K +2,700 +45%
Victory Capital Management
93
Victory Capital Management
Texas
$108K +$29.7K +2,160 +38%
SG Americas Securities
94
SG Americas Securities
New York
$108K +$109K +7,933 New
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$95K +$1.52K +111 +2%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$81K -$1.36M -98,875 -94%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$52K
AIP
98
Ameritas Investment Partners
Nebraska
$44K
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$22K
APA
100
American Portfolios Advisors
New York
$20.4K