We are live on ! Find out more
WSR

Whitestone REIT
WSR

182 hedge funds and large institutions have $416M invested in Whitestone REIT in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $766K | Put options by funds: $189K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

10% more funds holding

Funds holding: 165182 (+17)

1% more capital invested

Capital invested by funds: $412M → $416M (+$4.89M)

0.42% less ownership

Funds ownership: 61.9%61.48% (-0.42%)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
+17
Holders Change %
+10.3%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
54
Reduced
65
Closed
13
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$389K
CF
77
Corebridge Financial
Texas
$377K -$5.73K -427 -2%
Mirae Asset Global ETFs Holdings
78
Mirae Asset Global ETFs Holdings
Hong Kong
$362K +$31.5K +2,345 +10%
IMRF
79
Illinois Municipal Retirement Fund
Illinois
$362K +$4.87K +363 +1%
CIC
80
Cornercap Investment Counsel
Georgia
$360K +$357K +26,637 New
VPIM
81
Vanguard Personalized Indexing Management
California
$360K +$357K +26,608 New
SG Americas Securities
82
SG Americas Securities
New York
$353K +$129K +9,598 +58%
OAM
83
Oxford Asset Management
United Kingdom
$349K +$346K +25,818 New
WVP
84
Worth Venture Partners
New Jersey
$340K -$48.3K -3,600 -13%
IIM
85
INTECH Investment Management
Florida
$338K +$12.3K +915 +4%
RI
86
Ridgewood Investments
New Jersey
$331K -$65.6K -4,888 -17%
TIAA Trust, National Association
87
TIAA Trust, National Association
North Carolina
$325K +$1.34K +100 +0.4%
IP
88
Ignite Planners
California
$320K -$4.03K -300 -1%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$298K -$14.6K -1,086 -5%
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$288K -$34.9K -2,600 -11%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$280K -$33.5K -2,500 -11%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$279K -$41.1K -3,061 -13%
ProShare Advisors
93
ProShare Advisors
Maryland
$273K +$271K +20,202 New
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$268K
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$262K +$260K +19,345 New
Corient Private Wealth
96
Corient Private Wealth
Florida
$260K -$2.35K -175 -0.9%
BF
97
BOK Financial
Oklahoma
$257K -$12.2K -908 -4%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$254K
ECM
99
ExodusPoint Capital Management
New York
$254K +$252K +18,791 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K -$10.9K -810 -4%