WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$11.9M
2
HCM
2
HGI Capital Management
New York
$2.05M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$13.4M
4
RAM
4
Roumell Asset Management
Maryland
$1.18M
5
CAM
5
ClariVest Asset Management
California
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
FIG
2
Fortress Investment Group
New York
$0
3
ECM
3
ExodusPoint Capital Management
New York
$7.11M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
GC
5
Globeflex Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IMRF
76
Illinois Municipal Retirement Fund
Illinois
$349K 27,782 +911 +3%
WVP
77
Worth Venture Partners
New Jersey
$343K 27,350 +900 +3%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$334K 26,596 -600 -2%
AIG
79
American International Group
New York
$328K 26,170 -233 -0.9%
Deutsche Bank
80
Deutsche Bank
Germany
$319K 25,457 +3,002 +13%
CIM
81
Cambria Investment Management
California
$314K 25,091 +3,648 +17%
MIM
82
MetLife Investment Management
New Jersey
$311K 24,790 – –
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$310K 24,695 +4,339 +21%
TIAA Trust, National Association
84
TIAA Trust, National Association
North Carolina
$300K 23,915 – –
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$293K 23,362 -3,087 -12%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$292K 23,300 -300 -1%
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$276K 21,960 – –
YCM
88
Yousif Capital Management
Michigan
$269K 21,397 -2,210 -9%
Osaic Holdings
89
Osaic Holdings
Arizona
$268K 21,380 -6,285 -23%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$268K 21,372 -30,448 -59%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$251K 20,048 -3 -0%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$249K 19,867 +1,113 +6%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$236K 18,800 – –
RAM
94
Resona Asset Management
Japan
$235K 18,756 +18,756 New
Corient Private Wealth
95
Corient Private Wealth
Florida
$232K 18,512 -1,401 -7%
Verition Fund Management
96
Verition Fund Management
Connecticut
$232K 18,485 +1,300 +8%
AAS
97
Avantax Advisory Services
Texas
$217K 17,294 – –
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206K 16,407 – –
MPAM
99
Murphy Pohlad Asset Management
Minnesota
$205K 16,300 – –
SOW
100
State of Wyoming
Wyoming
$203K 16,210 +4,784 +42%
2 3
4
5 6