WSR

Whitestone REIT
WSR

Overview Fund Activity

158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K

Top Buyers

1
BlackRock
1
BlackRock
New York
$75.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$5.62M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.2M
4
KCM
4
Kennedy Capital Management
Missouri
$5.45M
5
FM
5
Foster & Motley
Ohio
$1.03M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$577K
2
Charles Schwab
2
Charles Schwab
California
$1.25M
3
CP
3
CenterBook Partners
Connecticut
$0
4
HS
4
Hazelview Securities
Ontario, Canada
$5.73M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RI
76
Ridgewood Investments
New Jersey
$283K 29,388 – –
Citigroup
77
Citigroup
New York
$280K 29,026 +6,676 +30%
Comerica Bank
78
Comerica Bank
Texas
$279K 27,330 -8,085 -23%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$279K 28,978 -4,890 -14%
LPL Financial
80
LPL Financial
California
$276K 28,589 -5,309 -16%
UBS Group
81
UBS Group
Switzerland
$260K 27,014 +18,067 +202%
AIG
82
American International Group
New York
$245K 25,397 -198 -0.8%
PAM
83
Panagora Asset Management
Massachusetts
$243K 25,211 -6,341 -20%
MGIM
84
M&G Investment Management
United Kingdom
$240K 24,016 +11,514 +92%
MIM
85
MetLife Investment Management
New Jersey
$239K 24,790 – –
TF
86
TIAA FSB
Florida
$231K 23,915 – –
WVP
87
Worth Venture Partners
New Jersey
$230K 23,850 – –
VRS
88
Virginia Retirement Systems
Virginia
$218K 22,600 -10,500 -32%
Squarepoint
89
Squarepoint
New York
$217K 22,558 -1,242 -5%
SI
90
Stephens Inc
Arkansas
$216K 22,402 – –
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$212K 22,000 -200 -0.9%
Deutsche Bank
92
Deutsche Bank
Germany
$210K 21,755 +404 +2%
AB
93
Amalgamated Bank
New York
$202K 20,939 – –
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$197K 20,412 +241 +1%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$196K 20,240 – –
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184K 19,063 -127 -0.7%
MSRPS
97
Maryland State Retirement & Pension System
Maryland
$182K 18,881 +18,881 New
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$166K 17,196 -16,009 -48%
AG
99
Algert Global
California
$156K 16,154 -11,120 -41%
Corient Private Wealth
100
Corient Private Wealth
Florida
$154K 15,937 +15,937 New
2 3
4
5 6