WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $220M invested in Whitestone REIT in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
37
Reduced
47
Closed
20
Calls
$574K
Puts
$52K
Net Calls
+$522K
Net Calls Change
+$720K

Top Buyers

1
State Street
1
State Street
Massachusetts
$14.9M
2
BlackRock
2
BlackRock
New York
$63.8M
3
CIC
3
Cornercap Investment Counsel
Georgia
$1.11M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$42.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.12M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$4.25M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
HF
3
HRT Financial
New York
$156K
4
Wells Fargo
4
Wells Fargo
California
$2.2M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$31K 3,231 – –
EVM
102
Eaton Vance Management
Massachusetts
$22K 2,236 +2,236 New
MAM
103
Meeder Asset Management
Ohio
$21K 2,166 -210 -9%
Osaic Holdings
104
Osaic Holdings
Arizona
$21K 2,165 – –
VCM
105
Versant Capital Management
Arizona
$19K 1,908 – –
DAM
106
Delta Asset Management
Tennessee
$17K 1,725 +425 +33%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$16K 1,592 – –
QCG
108
Quadrant Capital Group
Ohio
$15K 1,543 +64 +4%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$15K 1,597 +1,597 New
APA
110
American Portfolios Advisors
New York
$14.6K 1,500 – –
SIS
111
Sound Income Strategies
Florida
$13.7K 1,415 – –
S
112
SignatureFD
Georgia
$11K 1,179 +1,179 New
FPS
113
Fieldpoint Private Securities
Connecticut
$10K 1,060 -245 -19%
SWA
114
Sutton Wealth Advisors
Florida
$9.96K 1,027 – –
TWA
115
TCI Wealth Advisors
Arizona
$9K 940 +940 New
CAC
116
Certified Advisory Corp
Florida
$8K 800 +800 New
PHK
117
Point72 Hong Kong
Hong Kong
$5K 473 +473 New
US Bancorp
118
US Bancorp
Minnesota
$4K 443 – –
BCA
119
Berman Capital Advisors
Georgia
$4K 475 +3 +0.6%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$3K 295 – –
VFA
121
Valeo Financial Advisors
Indiana
$3K 292 +292 New
EI
122
Ellevest Inc
New York
$1K 129 – –
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$437 45,054 -14,400 -24%
AIG
124
American International Group
New York
$257 26,539 -290 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -145,400 Closed
2 3 4
5
6