WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$6.42M
2
BlackRock
2
BlackRock
New York
$50.4M
3
Charles Schwab
3
Charles Schwab
California
$3.27M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$1.16M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.01M
4
State Street
4
State Street
Massachusetts
$10.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$26K 3,231 – –
MAM
102
Meeder Asset Management
Ohio
$19K 2,376 +109 +5%
Osaic Holdings
103
Osaic Holdings
Arizona
$17K 2,165 -5,372 -71%
VCM
104
Versant Capital Management
Arizona
$15K 1,908 +195 +11%
Group One Trading
105
Group One Trading
Illinois
$15K 1,900 +1,900 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$12K 1,592 -573 -26%
QCG
107
Quadrant Capital Group
Ohio
$12K 1,479 – –
APA
108
American Portfolios Advisors
New York
$12K 1,500 – –
SIS
109
Sound Income Strategies
Florida
$11K 1,415 – –
DAM
110
Delta Asset Management
Tennessee
$10K 1,300 – –
FPS
111
Fieldpoint Private Securities
Connecticut
$10K 1,305 +1,305 New
VCG
112
Vantage Consulting Group
Virginia
$9K 1,173 +1,173 New
SWA
113
Sutton Wealth Advisors
Florida
$8.19K 1,027 – –
FFG
114
Fortem Financial Group
California
$8K 961 +961 New
FTDI
115
First Trust Direct Indexing
Massachusetts
$7K 849 +849 New
PAM
116
Panagora Asset Management
Massachusetts
$6K 706 +706 New
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
$5K 671 +671 New
US Bancorp
118
US Bancorp
Minnesota
$4K 443 -457 -51%
BCA
119
Berman Capital Advisors
Georgia
$3K 472 +4 +0.9%
GSAM
120
Grant Street Asset Management
Pennsylvania
$3K 438 +438 New
PFBT
121
Parkside Financial Bank & Trust
Missouri
$2K 295 +229 +347%
CCA
122
Childress Capital Advisors
Texas
$2K 300 +300 New
Simplex Trading
123
Simplex Trading
Illinois
$1K 208 -11,881 -98%
EI
124
Ellevest Inc
New York
$1K 129 +129 New
AIG
125
American International Group
New York
$214 26,829 -671 -2%
2 3 4
5
6