WSR

Whitestone REIT
WSR

Overview Fund Activity

130 hedge funds and large institutions have $269M invested in Whitestone REIT in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 17 closing their positions.

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
52
Reduced
41
Closed
17
Calls
$1.48M
Puts
$649K
Net Calls
+$834K
Net Calls Change
+$177K

Top Buyers

1
Invesco
1
Invesco
Georgia
$24.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.2M
3
American Century Companies
3
American Century Companies
Missouri
$3.74M
4
BlackRock
4
BlackRock
New York
$73.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$455K
2
Marshall Wace
2
Marshall Wace
United Kingdom
$132K
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
TCIM
4
TIAA CREF Investment Management
New York
$955K
5
Axa
5
Axa
France
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
QT
101
Quantamental Technologies
New York
$58K 4,800 +4,400 +1,100%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$46K 3,822 -1,367 -26%
US Bancorp
103
US Bancorp
Minnesota
$42K 3,510 -150 -4%
AIP
104
Ameritas Investment Partners
Nebraska
$39K 3,231 – –
CG
105
Cutler Group
California
$32K 2,700 +2,700 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$19K 1,597 – –
IA
107
IFP Advisors
Florida
$18K 1,500 – –
AF
108
Advisornet Financial
Minnesota
$17K 1,439 – –
GSWM
109
Golden State Wealth Management
California
$17K 1,425 +1,425 New
MOACM
110
Mutual of America Capital Management
New York
$14K 1,137 +150 +15%
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$13K 1,045 – –
LIA
112
LS Investment Advisors
Michigan
$13K 1,101 – –
DAM
113
Delta Asset Management
Tennessee
$12K 1,000 -770 -44%
ASN
114
Advisory Services Network
Georgia
$12K 1,000 -250 -20%
AAMU
115
Amundi Asset Management US
Massachusetts
$10K 800 -200 -20%
VCM
116
Versant Capital Management
Arizona
$10K 908 +27 +3%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$8K 693 -1,379 -67%
MWNA
118
Marshall Wace North America
New York
$7K 600 -40,663 -99%
PA
119
Parallel Advisors
California
$5K 425 -189 -31%
SWA
120
Sutton Wealth Advisors
Florida
$4.99K 415 +415 New
CAC
121
Certified Advisory Corp
Florida
$4K 300 – –
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$4K 298 – –
QT
123
Quantbot Technologies
New York
$2K 210 +210 New
CAW
124
Cornerstone Advisors (Washington)
Washington
$1K 79 – –
WT
125
Whittier Trust
California
$1K 46 +46 New
3 4
5
6 7