WSR

Whitestone REIT
WSR

Overview Fund Activity

166 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
67
Reduced
49
Closed
20
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K

Top Buyers

1
BFM
1
Boothbay Fund Management
New York
$16.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
RAM
3
Roumell Asset Management
Maryland
$2.56M
4
KAS
4
Kestra Advisory Services
Texas
$1.18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.03M

Top Sellers

1
ECM
1
ExodusPoint Capital Management
New York
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$1.01M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$71.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$355K
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
76
Cambria Investment Management
California
$369K 27,731 +2,640 +11%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$355K 26,677 -64,609 -71%
IMRF
78
Illinois Municipal Retirement Fund
Illinois
$351K 26,364 -1,418 -5%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$338K 25,376 +681 +3%
Deutsche Bank
80
Deutsche Bank
Germany
$332K 24,944 -513 -2%
Mirae Asset Global ETFs Holdings
81
Mirae Asset Global ETFs Holdings
Hong Kong
$325K 24,405 +24,405 New
IIM
82
INTECH Investment Management
Florida
$321K 24,082 +24,082 New
TIAA Trust, National Association
83
TIAA Trust, National Association
North Carolina
$318K 23,915 – –
LSERS
84
Louisiana State Employees Retirement System
Louisiana
$318K 23,900 +600 +3%
IP
85
Ignite Planners
California
$317K 23,957 -5,019 -17%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$315K 23,658 -2,938 -11%
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$309K 23,190 +1,230 +6%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$308K 23,110 -252 -1%
BF
89
BOK Financial
Oklahoma
$271K 20,329 +20,329 New
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$264K 19,815 -233 -1%
RAM
91
Resona Asset Management
Japan
$262K 20,132 +1,376 +7%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K 19,455 +3,048 +19%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$258K 19,410 -1,962 -9%
Corient Private Wealth
94
Corient Private Wealth
Florida
$258K 19,365 +853 +5%
YCM
95
Yousif Capital Management
Michigan
$255K 19,178 -2,219 -10%
Mariner
96
Mariner
Kansas
$254K 19,145 +3,579 +23%
GCP
97
GSA Capital Partners
United Kingdom
$251K 18,856 +18,856 New
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$250K 18,800 – –
AAS
99
Avantax Advisory Services
Texas
$231K 17,347 +53 +0.3%
SOW
100
State of Wyoming
Wyoming
$223K 16,761 +551 +3%
2 3
4
5 6