WSR

Whitestone REIT
WSR

Overview Fund Activity

121 hedge funds and large institutions have $313M invested in Whitestone REIT in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
30
Closed
10
Calls
$998K
Puts
$300K
Net Calls
+$698K
Net Calls Change
-$5K

Top Buyers

1
Invesco
1
Invesco
Georgia
$34.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.33M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$18.2M
4
BlackRock
4
BlackRock
New York
$86.1M
5
CAM
5
ClariVest Asset Management
California
$849K

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Canada Life
3
Canada Life
Manitoba, Canada
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.44M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$147K
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$22K 1,597 – –
APA
102
American Portfolios Advisors
New York
$20.6K 1,500 +1,500 New
AF
103
Advisornet Financial
Minnesota
$20K 1,439 – –
GSWM
104
Golden State Wealth Management
California
$20K 1,425 +1 +0.1%
MOACM
105
Mutual of America Capital Management
New York
$20K 1,489 +64 +4%
VCM
106
Versant Capital Management
Arizona
$17K 1,265 +246 +24%
US Bancorp
107
US Bancorp
Minnesota
$17K 1,269 +900 +244%
AA
108
Advisory Alpha
Michigan
$16.1K 1,191 +1,191 New
LIA
109
LS Investment Advisors
Michigan
$15K 1,101 – –
DAM
110
Delta Asset Management
Tennessee
$14K 1,000 – –
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$11K 834 – –
Twin Tree Management
112
Twin Tree Management
Texas
$6K 435 +435 New
SWA
113
Sutton Wealth Advisors
Florida
$5.71K 415 – –
CAC
114
Certified Advisory Corp
Florida
$4K 300 – –
TFO
115
Tarbox Family Office
California
$4K 278 – –
QCG
116
Quadrant Capital Group
Ohio
$3K 263 – –
TWA
117
TCI Wealth Advisors
Arizona
$3K 195 +195 New
AAMU
118
Amundi Asset Management US
Massachusetts
$1K 100 -400 -80%
CAW
119
Cornerstone Advisors (Washington)
Washington
$1K 79 – –
GT
120
Glenmede Trust
Pennsylvania
$2 203 – –
USAA
121
United Services Automobile Association
Texas
– – -153,747 Closed
Citadel Advisors
122
Citadel Advisors
Florida
– – -74,583 Closed
Canada Life
123
Canada Life
Manitoba, Canada
– – -54,632 Closed
Millennium Management
124
Millennium Management
New York
– – -24,896 Closed
Axa
125
Axa
France
– – -24,800 Closed
2 3 4
5
6