WSR

Whitestone REIT
WSR

Overview Fund Activity

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K

Top Buyers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$3.82M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$4.95M
3
GCP
3
GSA Capital Partners
United Kingdom
$1.33M
4
HF
4
HRT Financial
New York
$1.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.55M

Top Sellers

1
CC
1
Conversant Capital
New Jersey
$0
2
NAM
2
Nexpoint Asset Management
Texas
$10.9M
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$784K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.73M
5
BlackRock
5
BlackRock
New York
$72M
Name Market Value Shares Shares
Change 		Shares
Change %
WVP
101
Worth Venture Partners
New Jersey
$219K 23,850 – –
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$217K 23,615 -5,981 -20%
SG Americas Securities
103
SG Americas Securities
New York
$217K 23,609 +23,609 New
EGM
104
Engineers Gate Manager
New York
$214K 23,239 +23,239 New
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$199K 21,600 -400 -2%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$192K 20,905 +493 +2%
Corient Private Wealth
107
Corient Private Wealth
Florida
$190K 20,650 +4,713 +30%
CWA
108
CM Wealth Advisors
Ohio
$189K 21,689 +21,689 New
Grantham, Mayo, Van Otterloo & Co (GMO)
109
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186K 20,200 +20,200 New
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$185K 20,112 +20,112 New
AB
111
Amalgamated Bank
New York
$178K 19,394 -1,545 -7%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$175K 19,063 – –
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$174K 18,881 – –
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$146K 14,726 +3,852 +35%
MPAM
115
Murphy Pohlad Asset Management
Minnesota
$144K 15,700 +400 +3%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$141K 15,324 -40 -0.3%
SOW
117
State of Wyoming
Wyoming
$137K 14,920 +8,662 +138%
Daiwa Securities Group
118
Daiwa Securities Group
Japan
$128K 13,936 +1,017 +8%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$126K 13,705 +13,705 New
ASRS
120
Arizona State Retirement System
Arizona
$125K 13,594 +360 +3%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$122K 13,192 – –
MYAM
122
Meiji Yasuda Asset Management
Japan
$120K 13,026 – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$113K 12,325 +1,357 +12%
JSW
124
Journey Strategic Wealth
New Jersey
$110K 11,920 +231 +2%
RIM
125
RW Investment Management
Idaho
$109K 11,821 – –
3 4
5
6 7