WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.43%
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

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$6.61M
2
Invesco
2
Invesco
Georgia
$5.28M
3
BlackRock
3
BlackRock
New York
$77.9M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$6.43M
5
Millennium Management
5
Millennium Management
New York
$2.21M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$5.52M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.58M
3
HF
3
HRT Financial
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$18.8K
5
NAM
5
Nexpoint Asset Management
Texas
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$174K 17,909 +5,584 +45%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$155K 16,013 +4,469 +39%
MPAM
103
Murphy Pohlad Asset Management
Minnesota
$152K 15,700 – –
HW
104
Hancock Whitney
Mississippi
$148K 15,249 +15,249 New
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$141K 14,524 -800 -5%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$136K 14,006 +814 +6%
Daiwa Securities Group
107
Daiwa Securities Group
Japan
$135K 13,936 – –
MYAM
108
Meiji Yasuda Asset Management
Japan
$132K 13,651 +625 +5%
AG
109
Algert Global
California
$128K 13,247 -30,000 -69%
ASRS
110
Arizona State Retirement System
Arizona
$128K 13,188 -406 -3%
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
$127K 13,032 -673 -5%
DA
112
Denali Advisors
California
$119K 12,300 +12,300 New
Mariner
113
Mariner
Kansas
$118K 12,182 +729 +6%
RIM
114
RW Investment Management
Idaho
$115K 11,821 – –
Creative Planning
115
Creative Planning
Kansas
$113K 11,604 +11,604 New
JSW
116
Journey Strategic Wealth
New Jersey
$112K 11,579 -341 -3%
QT
117
Quantbot Technologies
New York
$110K 11,375 -13,332 -54%
GCM
118
Graham Capital Management
Connecticut
$100K 10,322 +10,322 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$98.8K 10,047 -4,679 -32%
AFP
120
Ausdal Financial Partners
Iowa
$97.1K 10,006 +5 +0%
SO
121
STRS Ohio
Ohio
$95K 9,800 -24,029 -71%
SOW
122
State of Wyoming
Wyoming
$90K 9,283 -5,637 -38%
QCG
123
Quadrant Capital Group
Ohio
$57.4K 5,918 +1,928 +48%
Allspring Global Investments
124
Allspring Global Investments
North Carolina
$55.5K 5,717 -1,018 -15%
Amundi
125
Amundi
France
$53.6K 5,480 -838 -13%
3 4
5
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