WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $250M invested in Whitestone REIT in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
45
Reduced
31
Closed
11
Calls
$647K
Puts
$181K
Net Calls
+$466K
Net Calls Change
-$174K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.29M
2
BlackRock
2
BlackRock
New York
$70.8M
3
KBC Group
3
KBC Group
Belgium
$2.56M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.09M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.6M
2
Invesco
2
Invesco
Georgia
$18.4M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$1.15M
4
PAM
4
PVG Asset Management
Colorado
$1.48M
5
RA
5
Resource America
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$65K 5,189 – –
Daiwa Securities Group
102
Daiwa Securities Group
Japan
$57K 4,600 – –
US Bancorp
103
US Bancorp
Minnesota
$44K 3,510 +320 +10%
AIP
104
Ameritas Investment Partners
Nebraska
$40K 3,231 – –
TWA
105
TCI Wealth Advisors
Arizona
– – – –
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$26.2K 2,098 -10,476 -83%
PMFA
107
Plante Moran Financial Advisors
Michigan
$25K 2,000 – –
DAM
108
Delta Asset Management
Tennessee
$22K 1,770 – –
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$22K 1,811 +271 +18%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$20K 1,597 – –
AF
111
Advisornet Financial
Minnesota
$18K 1,439 – –
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$16K 1,276 – –
LIA
113
LS Investment Advisors
Michigan
$14K 1,101 – –
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$12K 1,146 – –
Pacer Advisors
115
Pacer Advisors
Pennsylvania
$11K 919 +919 New
MCM
116
MV Capital Management
Maryland
$9K 727 – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$9K 713 +643 +919%
VCM
118
Versant Capital Management
Arizona
$9K 739 +739 New
JA
119
JOYN Advisors
Georgia
$8K 634 +634 New
PA
120
Parallel Advisors
California
$5K 425 +425 New
CAC
121
Certified Advisory Corp
Florida
$4K 300 – –
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$3K 221 +221 New
MOACM
123
Mutual of America Capital Management
New York
$2K 146 +146 New
CAW
124
Cornerstone Advisors (Washington)
Washington
$1K 79 – –
SPIA
125
Steward Partners Investment Advisory
New York
$1K 41 +41 New
2 3 4
5
6