WSR

Whitestone REIT
WSR

Overview Fund Activity

120 hedge funds and large institutions have $284M invested in Whitestone REIT in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
120
Holders Change
-10
Holders Change %
-7.69%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
18
Calls
$1.24M
Puts
$536K
Net Calls
+$703K
Net Calls Change
-$131K

Top Buyers

1
Invesco
1
Invesco
Georgia
$28.9M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.04M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.8M
4
MC
4
Menta Capital
California
$973K
5
PI
5
PineBridge Investments
New York
$1.36M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$0
2
CAM
2
ClariVest Asset Management
California
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$1.22M
5
Citadel Advisors
5
Citadel Advisors
Florida
$946K
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$20K 1,597 – –
GSWM
102
Golden State Wealth Management
California
$18K 1,424 -1 -0.1%
AF
103
Advisornet Financial
Minnesota
$18K 1,439 – –
MOACM
104
Mutual of America Capital Management
New York
$18K 1,425 +288 +25%
LIA
105
LS Investment Advisors
Michigan
$14K 1,101 – –
DAM
106
Delta Asset Management
Tennessee
$13K 1,000 – –
VCM
107
Versant Capital Management
Arizona
$12K 1,019 +111 +12%
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$11K 834 -211 -20%
AAMU
109
Amundi Asset Management US
Massachusetts
$6K 500 -300 -38%
SWA
110
Sutton Wealth Advisors
Florida
$5.27K 415 – –
US Bancorp
111
US Bancorp
Minnesota
$5K 369 -3,141 -89%
CAC
112
Certified Advisory Corp
Florida
$4K 300 – –
TFO
113
Tarbox Family Office
California
$4K 278 +278 New
PCP
114
Proficio Capital Partners
Massachusetts
$4K 308 +308 New
TRCT
115
Tower Research Capital (TRC)
New York
$3K 212 -6,878 -97%
QCG
116
Quadrant Capital Group
Ohio
$3K 263 +263 New
CAW
117
Cornerstone Advisors (Washington)
Washington
$1K 79 – –
GI
118
Gradient Investments
Minnesota
$1K 69 +69 New
GT
119
Glenmede Trust
Pennsylvania
$2 203 – –
American Century Companies
120
American Century Companies
Missouri
– – -310,885 Closed
CAM
121
ClariVest Asset Management
California
– – -150,202 Closed
Nordea Investment Management
122
Nordea Investment Management
Sweden
– – -150,060 Closed
SG Americas Securities
123
SG Americas Securities
New York
– – -21,421 Closed
CCIA
124
Campbell & Co Investment Adviser
Maryland
– – -13,584 Closed
Russell Investments Group
125
Russell Investments Group
United Kingdom
– – -12,000 Closed
2 3 4
5
6