WSR

Whitestone REIT
WSR

Overview Fund Activity

158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K

Top Buyers

1
BlackRock
1
BlackRock
New York
$75.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$5.62M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.2M
4
KCM
4
Kennedy Capital Management
Missouri
$5.45M
5
FM
5
Foster & Motley
Ohio
$1.03M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$577K
2
Charles Schwab
2
Charles Schwab
California
$1.25M
3
CP
3
CenterBook Partners
Connecticut
$0
4
HS
4
Hazelview Securities
Ontario, Canada
$5.73M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QT
101
Quantbot Technologies
New York
$154K 15,963 +6,048 +61%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$148K 15,364 +174 +1%
MPAM
103
Murphy Pohlad Asset Management
Minnesota
$147K 15,300 +15,300 New
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$141K 14,593 -2,314 -14%
Simplex Trading
105
Simplex Trading
Illinois
$136K 14,195 -8,272 -37%
ASRS
106
Arizona State Retirement System
Arizona
$128K 13,234 +546 +4%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$127K 13,192 – –
Daiwa Securities Group
108
Daiwa Securities Group
Japan
$125K 12,919 -176 -1%
RIM
109
RW Investment Management
Idaho
$114K 11,821 +11,821 New
JSW
110
Journey Strategic Wealth
New Jersey
$113K 11,689 -1,084 -8%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$111K 11,544 +2,612 +29%
Mariner
112
Mariner
Kansas
$108K 11,176 +743 +7%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$106K 10,968 -409 -4%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$105K 10,874 +300 +3%
Allspring Global Investments
115
Allspring Global Investments
North Carolina
$100K 10,398 +989 +11%
Victory Capital Management
116
Victory Capital Management
Texas
$97.8K 10,149 -54,627 -84%
AFP
117
Ausdal Financial Partners
Iowa
$96.5K 10,008 -7 -0.1%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$95.9K 10,032 +10,032 New
CSS
119
Cubist Systematic Strategies
Connecticut
$85.3K 8,844 -48,539 -85%
Bessemer Group
120
Bessemer Group
New Jersey
$77K 8,000 +8,000 New
QCG
121
Quadrant Capital Group
Ohio
$66.1K 6,861 +760 +12%
SOW
122
State of Wyoming
Wyoming
$60.3K 6,258 -4,766 -43%
KBC Group
123
KBC Group
Belgium
$54K 5,577 – –
Osaic Holdings
124
Osaic Holdings
Arizona
$48.5K 5,115 +1,368 +37%
SFM
125
Spartan Fund Management
Canada
$46K 4,762 – –
3 4
5
6 7