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WSR

Whitestone REIT
WSR

154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $316K

6% more capital invested

Capital invested by funds: $266M → $281M (+$15.4M)

0.18% more ownership

Funds ownership: 58.49%58.66% (+0.18%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

6% less funds holding

Funds holding: 163154 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Clarus Group
Texas
$313K
Russell Investments Group
77
Russell Investments Group
United Kingdom
$312K +$268K +29,744 +1,205%
RI
78
Ridgewood Investments
New Jersey
$285K
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$281K
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$280K +$30.8K +3,423 +13%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$279K
SI
82
Stephens Inc
Arkansas
$278K
Grantham, Mayo, Van Otterloo & Co (GMO)
83
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$276K +$74.8K +8,300 +41%
WVP
84
Worth Venture Partners
New Jersey
$273K +$38.7K +4,300 +18%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$266K -$30.5K -3,390 -11%
AIG
86
American International Group
New York
$252K +$4.46K +495 +2%
YCM
87
Yousif Capital Management
Michigan
$241K -$10.7K -1,191 -5%
MIM
88
MetLife Investment Management
New Jersey
$240K
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$237K +$25.2K +2,800 +13%
TF
90
TIAA FSB
Florida
$232K
Barclays
91
Barclays
United Kingdom
$232K -$724K -80,380 -77%
Deutsche Bank
92
Deutsche Bank
Germany
$219K -$62.8K -6,973 -24%
Jane Street
93
Jane Street
New York
$207K +$192K +21,353 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203K +$16.4K +1,815 +10%
Corient Private Wealth
95
Corient Private Wealth
Florida
$199K -$874 -97 -0.5%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$199K -$3.29K -365 -2%
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$195K -$198 -22 -0.1%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$193K -$133K -14,740 -43%
AB
99
Amalgamated Bank
New York
$182K -$5.6K -622 -3%
MSRPS
100
Maryland State Retirement & Pension System
Maryland
$176K -$7.03K -780 -4%