WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$6.42M
2
BlackRock
2
BlackRock
New York
$50.4M
3
Charles Schwab
3
Charles Schwab
California
$3.27M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$1.16M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.01M
4
State Street
4
State Street
Massachusetts
$10.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210K 26,392 +379 +1%
SG Americas Securities
77
SG Americas Securities
New York
$179K 22,457 +22,457 New
Jacobs Levy Equity Management
78
Jacobs Levy Equity Management
New Jersey
$174K 21,892 -7,094 -24%
WCM
79
Weld Capital Management
New York
$166K 20,822 +20,822 New
MIM
80
MetLife Investment Management
New Jersey
$156K 19,605 +1,390 +8%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$146K 18,300 -100 -0.5%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$132K 16,589 – –
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$130K 16,365 -46 -0.3%
OPERF
84
Oregon Public Employees Retirement Fund
Oregon
$126K 15,753 -250 -2%
MSA
85
Mason Street Advisors
Wisconsin
$118K 14,846 -88 -0.6%
TWM
86
Triton Wealth Management
Arizona
$114K 14,824 +160 +1%
Citigroup
87
Citigroup
New York
$114K 14,337 +10,095 +238%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$110K 13,825 – –
CCP
89
Corient Capital Partners
California
$107K 13,448 +3,276 +32%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$98K 12,354 – –
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$94K 11,748 +11,748 New
QC
92
Quadrature Capital
United Kingdom
$84K 10,502 +10,502 New
HS
93
HighVista Strategies
Massachusetts
$82K 10,300 – –
AFP
94
Ausdal Financial Partners
Iowa
$80K 10,000 +10,000 New
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$77K 9,600 – –
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$76.9K 9,648 -587 -6%
Daiwa Securities Group
97
Daiwa Securities Group
Japan
$71K 8,882 – –
PWPS
98
Pinnacle Wealth Planning Services
Ohio
$61K 7,616 +7,616 New
TRCT
99
Tower Research Capital (TRC)
New York
$57K 7,136 -28,377 -80%
MOACM
100
Mutual of America Capital Management
New York
$40K 4,984 +171 +4%
2 3
4
5 6