WSR

Whitestone REIT
WSR

Overview Fund Activity

152 hedge funds and large institutions have $287M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
63
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.1M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$7.2M
3
BlackRock
3
BlackRock
New York
$76.5M
4
Invesco
4
Invesco
Georgia
$5.08M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.32M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$190K
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Charles Schwab
3
Charles Schwab
California
$2.22M
4
JCIA
4
Jackson Creek Investment Advisors
Colorado
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$138K 13,632 +13,632 New
AllianceBernstein
102
AllianceBernstein
Tennessee
$137K 13,483 +453 +3%
TWM
103
Triton Wealth Management
Arizona
$136K 13,211 +124 +0.9%
Axa
104
Axa
France
$136K 13,400 +13,400 New
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$132K 12,999 -16,700 -56%
Daiwa Securities Group
106
Daiwa Securities Group
Japan
$131K 12,937 +1,209 +10%
VF
107
Virtu Financial
New York
$126K 12,449 +12,449 New
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$125K 12,354 – –
ProShare Advisors
109
ProShare Advisors
Maryland
$117K 11,491 +11,491 New
JSW
110
Journey Strategic Wealth
New Jersey
$108K 10,654 +10,654 New
CANY
111
Caxton Associates (New York)
New York
$107K 10,565 – –
AFP
112
Ausdal Financial Partners
Iowa
$101K 10,000 – –
TRCT
113
Tower Research Capital (TRC)
New York
$95K 9,424 +7,145 +314%
MIM
114
MetLife Investment Management
New Jersey
$73.2K 7,228 -8,250 -53%
MOACM
115
Mutual of America Capital Management
New York
$64K 6,307 +502 +9%
KBC Group
116
KBC Group
Belgium
$60K 5,897 – –
PI
117
PEAK6 Investments
Illinois
$53K 5,279 -7,654 -59%
EVM
118
Eaton Vance Management
Massachusetts
$51K 5,031 +627 +14%
QCG
119
Quadrant Capital Group
Ohio
$40K 3,927 +1,211 +45%
Osaic Holdings
120
Osaic Holdings
Arizona
$36K 3,627 +570 +19%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$35K 3,604 -167 -4%
Group One Trading
122
Group One Trading
Illinois
$34K 3,317 -928 -22%
SOW
123
State of Wyoming
Wyoming
$34K 3,318 +3,318 New
AIP
124
Ameritas Investment Partners
Nebraska
$33K 3,231 – –
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$24K 2,455 -84 -3%
3 4
5
6 7