WSR

Whitestone REIT
WSR

Overview Fund Activity

121 hedge funds and large institutions have $150M invested in Whitestone REIT in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
33
Closed
17
Calls
$562K
Puts
$267K
Net Calls
+$295K
Net Calls Change
-$148K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$12.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.19M
3
State Street
3
State Street
Massachusetts
$8.88M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$914K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$27.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
PI
2
PineBridge Investments
New York
$0
3
AAMU
3
Amundi Asset Management US
Massachusetts
$0
4
SGI
4
Summit Global Investments
Utah
$0
5
CAM
5
ClariVest Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APA
101
American Portfolios Advisors
New York
$9.3K 1,500 – –
SIS
102
Sound Income Strategies
Florida
$9K 1,415 +1,415 New
GSWM
103
Golden State Wealth Management
California
$9K 1,425 +1,425 New
US Bancorp
104
US Bancorp
Minnesota
$8K 1,269 – –
DAM
105
Delta Asset Management
Tennessee
$8K 1,300 +300 +30%
LIA
106
LS Investment Advisors
Michigan
$7K 1,101 – –
QT
107
Quantbot Technologies
New York
$7K 1,135 +1,135 New
CAC
108
Certified Advisory Corp
Florida
$5K 800 +143 +22%
VCM
109
Versant Capital Management
Arizona
$3K 522 -743 -59%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3K 558 -694 -55%
SWA
111
Sutton Wealth Advisors
Florida
$2.57K 415 – –
Pacer Advisors
112
Pacer Advisors
Pennsylvania
$2K 425 -373 -47%
GT
113
Glenmede Trust
Pennsylvania
$2K 203 – –
PA
114
Parallel Advisors
California
$2K 396 +396 New
TFO
115
Tarbox Family Office
California
$1K 107 -171 -62%
QCG
116
Quadrant Capital Group
Ohio
$1K 186 -77 -29%
Millennium Management
117
Millennium Management
New York
– – -143,918 Closed
PI
118
PineBridge Investments
New York
– – -72,432 Closed
AAMU
119
Amundi Asset Management US
Massachusetts
– – -70,298 Closed
SGI
120
Summit Global Investments
Utah
– – -62,400 Closed
CAM
121
ClariVest Asset Management
California
– – -58,250 Closed
ZIM
122
Zacks Investment Management
Illinois
– – -52,318 Closed
ASRS
123
Arizona State Retirement System
Arizona
– – -27,096 Closed
TF
124
TIAA FSB
Florida
– – -23,915 Closed
PAM
125
Panagora Asset Management
Massachusetts
– – -14,179 Closed
2 3 4
5
6