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WSR

Whitestone REIT
WSR

154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $316K

6% more capital invested

Capital invested by funds: $266M → $281M (+$15.4M)

0.18% more ownership

Funds ownership: 58.49%58.66% (+0.18%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

6% less funds holding

Funds holding: 163154 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$174K +$50.3K +5,584 +45%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$155K +$40.3K +4,469 +39%
MPAM
103
Murphy Pohlad Asset Management
Minnesota
$152K
HW
104
Hancock Whitney
Mississippi
$148K +$137K +15,249 New
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$141K -$7.21K -800 -5%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$136K +$7.33K +814 +6%
Daiwa Securities Group
107
Daiwa Securities Group
Japan
$135K
MYAM
108
Meiji Yasuda Asset Management
Japan
$132K +$5.63K +625 +5%
AG
109
Algert Global
California
$128K -$270K -30,000 -69%
ASRS
110
Arizona State Retirement System
Arizona
$128K -$3.66K -406 -3%
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
$127K -$6.06K -673 -5%
DA
112
Denali Advisors
California
$119K +$111K +12,300 New
Mariner
113
Mariner
Kansas
$118K +$6.57K +729 +6%
RIM
114
RW Investment Management
Idaho
$115K
Creative Planning
115
Creative Planning
Kansas
$113K +$105K +11,604 New
JSW
116
Journey Strategic Wealth
New Jersey
$112K -$3.07K -341 -3%
QT
117
Quantbot Technologies
New York
$110K -$120K -13,332 -54%
GCM
118
Graham Capital Management
Connecticut
$100K +$93K +10,322 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$98.8K -$42.2K -4,679 -32%
AFP
120
Ausdal Financial Partners
Iowa
$97.1K +$45 +5 +0%
SO
121
STRS Ohio
Ohio
$95K -$216K -24,029 -71%
SOW
122
State of Wyoming
Wyoming
$90K -$50.8K -5,637 -38%
QCG
123
Quadrant Capital Group
Ohio
$57.4K +$17.4K +1,928 +48%
Allspring Global Investments
124
Allspring Global Investments
North Carolina
$55.5K -$9.17K -1,018 -15%
Amundi
125
Amundi
France
$53.6K -$7.55K -838 -13%