WSR

Whitestone REIT
WSR

Overview Fund Activity

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 14 closing their positions.

Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
2.63%
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
14
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.18M
2
Charles Schwab
2
Charles Schwab
California
$5.77M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.96M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.29M
5
HCM
5
HGI Capital Management
New York
$4.18M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$10.9M
2
FP
2
Foundry Partners
Minnesota
$7.55M
3
BlackRock
3
BlackRock
New York
$102M
4
DG
4
DigitalBridge Group
Florida
$2.55M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$70.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$389K 28,730 – –
CF
77
Corebridge Financial
Texas
$377K 27,865 -427 -2%
Mirae Asset Global ETFs Holdings
78
Mirae Asset Global ETFs Holdings
Hong Kong
$362K 26,750 +2,345 +10%
IMRF
79
Illinois Municipal Retirement Fund
Illinois
$362K 26,727 +363 +1%
CIC
80
Cornercap Investment Counsel
Georgia
$360K 26,637 +26,637 New
VPIM
81
Vanguard Personalized Indexing Management
California
$360K 26,608 +26,608 New
SG Americas Securities
82
SG Americas Securities
New York
$353K 26,100 +9,598 +58%
OAM
83
Oxford Asset Management
United Kingdom
$349K 25,818 +25,818 New
WVP
84
Worth Venture Partners
New Jersey
$340K 25,150 -3,600 -13%
IIM
85
INTECH Investment Management
Florida
$338K 24,997 +915 +4%
RI
86
Ridgewood Investments
New Jersey
$331K 24,500 -4,888 -17%
TIAA Trust, National Association
87
TIAA Trust, National Association
North Carolina
$325K 24,015 +100 +0.4%
IP
88
Ignite Planners
California
$320K 23,657 -300 -1%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$298K 22,024 -1,086 -5%
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$288K 21,300 -2,600 -11%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$280K 20,690 -2,500 -11%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$279K 20,597 -3,061 -13%
ProShare Advisors
93
ProShare Advisors
Maryland
$273K 20,202 +20,202 New
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$268K 19,815 – –
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$262K 19,345 +19,345 New
Corient Private Wealth
96
Corient Private Wealth
Florida
$260K 19,190 -175 -0.9%
BF
97
BOK Financial
Oklahoma
$257K 19,421 -908 -4%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$254K 18,800 – –
ECM
99
ExodusPoint Capital Management
New York
$254K 18,791 +18,791 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K 18,645 -810 -4%
2 3
4
5 6