WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$13.7M
2
DG
2
DigitalBridge Group
Florida
$4.57M
3
FP
3
Foundry Partners
Minnesota
$4.33M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$8.72M
5
Barclays
5
Barclays
United Kingdom
$2.12M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.17M
2
BlackRock
2
BlackRock
New York
$74.3M
3
Millennium Management
3
Millennium Management
New York
$194K
4
NAM
4
Nexpoint Asset Management
Texas
$8.43M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
76
Clarus Group
Texas
$311K 32,293 – –
COPPSERS
77
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$303K 31,452 -21,064 -40%
AllianceBernstein
78
AllianceBernstein
Tennessee
$289K 30,000 -5,850 -16%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$287K 29,781 -2,431 -8%
RI
80
Ridgewood Investments
New Jersey
$283K 29,388 – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$279K 28,934 +104 +0.4%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$277K 28,730 – –
SI
83
Stephens Inc
Arkansas
$276K 28,705 – –
IMRF
84
Illinois Municipal Retirement Fund
Illinois
$273K 28,376 +28,376 New
WVP
85
Worth Venture Partners
New Jersey
$271K 28,150 – –
SG Americas Securities
86
SG Americas Securities
New York
$266K 27,602 +27,602 New
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$259K 26,918 -497 -2%
AIG
88
American International Group
New York
$256K 26,618 +610 +2%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$256K 26,626 -2,352 -8%
MIM
90
MetLife Investment Management
New Jersey
$239K 24,790 – –
TIAA Trust, National Association
91
TIAA Trust, National Association
North Carolina
$230K 23,915 +23,915 New
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$230K 23,900 -500 -2%
YCM
93
Yousif Capital Management
Michigan
$225K 23,382 -1,510 -6%
Deutsche Bank
94
Deutsche Bank
Germany
$216K 22,455 -83 -0.4%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201K 20,878 – –
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$199K 20,639 +20,639 New
Millennium Management
97
Millennium Management
New York
$194K 20,163 -207,479 -91%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$194K 20,138 -402 -2%
Corient Private Wealth
99
Corient Private Wealth
Florida
$194K 20,119 -434 -2%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$193K 20,093 +3 +0%
2 3
4
5 6