WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $311M invested in Whitestone REIT in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
41
Reduced
34
Closed
13
Calls
$2.13M
Puts
$350K
Net Calls
+$1.78M
Net Calls Change
+$298K

Top Buyers

1
BlackRock
1
BlackRock
New York
$76.3M
2
RA
2
Resource America
New York
$6.29M
3
Invesco
3
Invesco
Georgia
$24.6M
4
LCM
4
LDR Capital Management
New York
$3.84M
5
Millennium Management
5
Millennium Management
New York
$1.84M

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$4M
2
CCM
2
Chilton Capital Management
Texas
$10.1M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$543K
4
GS
4
Girard Securities
California
$0
5
OAM
5
Orinda Asset Management
California
$1.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Parallax Volatility Advisers
101
Parallax Volatility Advisers
California
$83K 5,754 +5,754 New
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$81K 5,609 – –
AIP
103
Ameritas Investment Partners
Nebraska
$47K 3,231 – –
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$46K 3,200 – –
US Bancorp
105
US Bancorp
Minnesota
$46K 3,190 – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$38K 2,663 +2,663 New
CA
107
Calton & Associates
Florida
$30K 2,276 +2,276 New
PMFA
108
Plante Moran Financial Advisors
Michigan
$29K 2,000 – –
DAM
109
Delta Asset Management
Tennessee
$26K 1,770 – –
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$23K 1,597 +1,597 New
AF
111
Advisornet Financial
Minnesota
$21K 1,439 +1,439 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$18K 1,276 +1,276 New
LIA
113
LS Investment Advisors
Michigan
$16K 1,101 -189 -15%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$16K 1,146 – –
CAC
115
Certified Advisory Corp
Florida
$16K 1,114 +1,114 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$16K 1,145 +1,129 +7,056%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$13K 940 +910 +3,033%
MCM
118
MV Capital Management
Maryland
$10K 727 – –
PA
119
Parallel Advisors
California
$6K 411 – –
SWM
120
SeaCrest Wealth Management
New York
$6K 400 +400 New
MAM
121
Meeder Asset Management
Ohio
$4K 274 -645 -70%
TRCT
122
Tower Research Capital (TRC)
New York
$2K 169 -6,165 -97%
SEI Investments
123
SEI Investments
Pennsylvania
$1K 55 – –
STA
124
Summit Trail Advisors
New York
$1K 48 +48 New
GS
125
Girard Securities
California
– – -84,400 Closed
2 3 4
5
6