WSR

Whitestone REIT
WSR

Overview Fund Activity

164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.9M
2
ECM
2
ExodusPoint Capital Management
New York
$10.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.2M
4
FP
4
Foundry Partners
Minnesota
$9.92M
5
BFM
5
Boothbay Fund Management
New York
$8.9M

Top Sellers

1
FIG
1
Fortress Investment Group
New York
$9.09M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.1M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$403K -$13K -1,059 -3%
IP
77
Ignite Planners
California
$381K -$38.8K -3,187 -9%
Citigroup
78
Citigroup
New York
$369K +$136K +11,046 +58%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$366K +$418 +34 +0.1%
RI
80
Ridgewood Investments
New Jersey
$361K – – –
SI
81
Stephens Inc
Arkansas
$353K – – –
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$343K – – –
Osaic Holdings
83
Osaic Holdings
Arizona
$340K +$266K +21,633 +359%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$334K +$7K +570 +2%
IMRF
85
Illinois Municipal Retirement Fund
Illinois
$330K -$18.5K -1,505 -5%
WVP
86
Worth Venture Partners
New Jersey
$325K -$20.9K -1,700 -6%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$325K -$5.76K -469 -2%
AIG
88
American International Group
New York
$324K -$2.64K -215 -0.8%
MIM
89
MetLife Investment Management
New Jersey
$305K – – –
TIAA Trust, National Association
90
TIAA Trust, National Association
North Carolina
$294K – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$292K -$63.3K -5,153 -18%
YCM
92
Yousif Capital Management
Michigan
$290K +$2.77K +225 +1%
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$290K -$3.69K -300 -1%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$284K +$36K +2,932 +15%
Deutsche Bank
95
Deutsche Bank
Germany
$276K – – –
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$270K +$270K +21,960 New
AssetMark Inc
97
AssetMark Inc
California
$265K +$265K +21,536 New
CIM
98
Cambria Investment Management
California
$264K +$264K +21,443 New
Squarepoint
99
Squarepoint
New York
$251K +$251K +20,413 New
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$250K -$150K -12,182 -37%
2 3
4
5 6