WSR

Whitestone REIT
WSR

Overview Fund Activity

116 hedge funds and large institutions have $215M invested in Whitestone REIT in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
45
Reduced
34
Closed
19
Calls
$891K
Puts
$251K
Net Calls
+$640K
Net Calls Change
-$1.14M

Top Buyers

1
PAM
1
PVG Asset Management
Colorado
$5.31M
2
Invesco
2
Invesco
Georgia
$19.8M
3
BlackRock
3
BlackRock
New York
$56.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.24M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.93M

Top Sellers

1
CCM
1
Chilton Capital Management
Texas
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$44.3M
3
LCM
3
LDR Capital Management
New York
$0
4
OAM
4
Orinda Asset Management
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$78K
Name Market Value Shares Shares
Change 		Shares
Change %
PMFA
101
Plante Moran Financial Advisors
Michigan
$21K 2,000 – –
DAM
102
Delta Asset Management
Tennessee
$18K 1,770 – –
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$17K 1,597 – –
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$16K 1,540 +600 +64%
AF
105
Advisornet Financial
Minnesota
$15K 1,439 – –
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$13K 1,276 – –
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$12K 1,146 – –
LIA
108
LS Investment Advisors
Michigan
$11K 1,101 – –
CPIG
109
Chicago Partners Investment Group
Illinois
$10K 1,000 +1,000 New
MCM
110
MV Capital Management
Maryland
$8K 727 – –
RCAG
111
Rehmann Capital Advisory Group
Michigan
$4K 386 +386 New
CAC
112
Certified Advisory Corp
Florida
$3K 300 -814 -73%
CG
113
Cutler Group
California
$3K 377 +377 New
QCG
114
Quadrant Capital Group
Ohio
$2K 213 +213 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1K 70 -1,075 -94%
CAW
116
Cornerstone Advisors (Washington)
Washington
$1K 79 +79 New
CCM
117
Chilton Capital Management
Texas
– – -701,975 Closed
LCM
118
LDR Capital Management
New York
– – -266,697 Closed
OAM
119
Orinda Asset Management
California
– – -134,109 Closed
WMC
120
Westwood Management Corporation
Illinois
– – -74,000 Closed
SCM
121
Silver Capital Management
New York
– – -32,980 Closed
CHAM
122
Clear Harbor Asset Management
Connecticut
– – -23,456 Closed
Squarepoint
123
Squarepoint
New York
– – -18,996 Closed
BTS
124
BB&T Securities
Virginia
– – -16,187 Closed
GCP
125
GSA Capital Partners
United Kingdom
– – -15,581 Closed
2 3 4
5
6