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WSR

Whitestone REIT
WSR

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.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $647K | Put options by funds: $181K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

16% more capital invested

Capital invested by funds: $215M → $250M (+$35M)

9% more funds holding

Funds holding: 116126 (+10)

2.42% less ownership

Funds ownership: 52.72%50.3% (-2.4%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$65K
Daiwa Securities Group
102
Daiwa Securities Group
Japan
$57K
US Bancorp
103
US Bancorp
Minnesota
$44K +$3.69K +320 +10%
AIP
104
Ameritas Investment Partners
Nebraska
$40K
TWA
105
TCI Wealth Advisors
Arizona
$37K
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$26.2K -$121K -10,476 -83%
PMFA
107
Plante Moran Financial Advisors
Michigan
$25K
DAM
108
Delta Asset Management
Tennessee
$22K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$22K +$3.13K +271 +18%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$20K
AF
111
Advisornet Financial
Minnesota
$18K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$16K
LIA
113
LS Investment Advisors
Michigan
$14K
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$12K
Pacer Advisors
115
Pacer Advisors
Pennsylvania
$11K +$10.6K +919 New
MCM
116
MV Capital Management
Maryland
$9K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$9K +$7.42K +643 +919%
VCM
118
Versant Capital Management
Arizona
$9K +$8.53K +739 New
JA
119
JOYN Advisors
Georgia
$8K +$7.31K +634 New
PA
120
Parallel Advisors
California
$5K +$4.9K +425 New
CAC
121
Certified Advisory Corp
Florida
$4K
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.55K +221 New
MOACM
123
Mutual of America Capital Management
New York
$2K +$1.68K +146 New
CAW
124
Cornerstone Advisors (Washington)
Washington
$1K
SPIA
125
Steward Partners Investment Advisory
New York
$1K +$473 +41 New