Whitestone REIT

WSR

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New

Increased

Maintained

Reduced

Closed

169% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $415K

2% less funds holding

Funds holding: 164 → 161 (-3)

5% less capital invested

Capital invested by funds: $406M → $386M (-$20.4M)

5.04% less ownership

Funds ownership: 66.62% → 61.58% (-5%)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders

161

Holders Change

-3

Holders Change %

-1.83%

% of All Funds

2.32%

Holding in Top 10

–

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-100%

% of All Funds

–

New

Increased

Reduced

Closed

Calls

$1.12M

Puts

$415K

Net Calls

+$701K

Net Calls Change

-$493K

Top Buyers

1	FP Foundry Partners Minneapolis, Minnesota	+$1.76M
2	HCM HGI Capital Management New York	+$1.51M
3	First Eagle Investment Management New York	+$1.21M
4	RAM Roumell Asset Management Chevy Chase, Maryland	+$1.16M
5	CAM ClariVest Asset Management San Diego, California	+$1.05M

Top Sellers

1	Morgan Stanley New York	-$9.57M
2	FIG Fortress Investment Group New York	-$9.09M
3	ECM ExodusPoint Capital Management New York	-$3.28M
4	Nordea Investment Management Stockholm, Sweden	-$2.5M
5	GC Globeflex Capital San Diego, California	-$1.18M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
76	IMRF 76 Illinois Municipal Retirement Fund Oak Brook, Illinois	$349K	+$11.3K	+911	+3%
77	WVP 77 Worth Venture Partners Fort Lee, New Jersey	$343K	+$11.1K	+900	+3%
78	78 Commonwealth Equity Services Waltham, Massachusetts	$334K	-$7.41K	-600	-2%
79	AIG 79 American International Group New York	$328K	-$2.88K	-233	-0.9%
80	80 Deutsche Bank Frankfurt Am Main Ge, Germany	$319K	+$37.1K	+3,002	+13%
81	CIM 81 Cambria Investment Management Manhattan Beach, California	$314K	+$45.1K	+3,648	+17%
82	MIM 82 MetLife Investment Management Whippany, New Jersey	$311K	–	–	–
83	83 BNP Paribas Financial Markets Paris, France	$310K	+$53.6K	+4,339	+21%
84	84 TIAA Trust, National Association Charlotte, North Carolina	$300K	–	–	–
85	85 State of Tennessee, Department of Treasury Nashville, Tennessee	$293K	-$38.1K	-3,087	-12%
86	LSERS 86 Louisiana State Employees Retirement System Baton Rouge, Louisiana	$292K	-$3.71K	-300	-1%
87	87 Los Angeles Capital Management Los Angeles, California	$276K	–	–	–
88	YCM 88 Yousif Capital Management Bloomfield Hills, Michigan	$269K	-$27.3K	-2,210	-9%
89	89 Osaic Holdings Scottsdale, Arizona	$268K	-$77.7K	-6,285	-23%
90	90 New York State Common Retirement Fund Albany, New York	$268K	-$376K	-30,448	-59%
91	91 Janus Henderson Group London, United Kingdom	$251K	-$37	-3	-0%
92	92 Fidelity Investments Boston, Massachusetts	$249K	+$13.8K	+1,113	+6%
93	93 Zurich Cantonal Bank Zurich, Switzerland	$236K	–	–	–
94	RAM 94 Resona Asset Management Koto-Ku,tokyo, Japan	$235K	+$232K	+18,756	New
95	95 Corient Private Wealth Miami, Florida	$232K	-$17.3K	-1,401	-7%
96	96 Verition Fund Management Greenwich, Connecticut	$232K	+$16.1K	+1,300	+8%
97	AAS 97 Avantax Advisory Services Dallas, Texas	$217K	–	–	–
98	98 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$206K	–	–	–
99	MPAM 99 Murphy Pohlad Asset Management Eden Prairie, Minnesota	$205K	–	–	–
100	SOW 100 State of Wyoming Cheyenne, Wyoming	$203K	+$59.1K	+4,784	+42%