WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$13.7M
2
DG
2
DigitalBridge Group
Florida
$4.57M
3
FP
3
Foundry Partners
Minnesota
$4.33M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$8.72M
5
Barclays
5
Barclays
United Kingdom
$2.12M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.17M
2
BlackRock
2
BlackRock
New York
$74.3M
3
Millennium Management
3
Millennium Management
New York
$194K
4
NAM
4
Nexpoint Asset Management
Texas
$8.43M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$192K -$213K -22,166 -53%
Citigroup
102
Citigroup
New York
$183K -$159K -16,461 -46%
VI
103
Versor Investments
New York
$181K +$181K +18,800 New
AB
104
Amalgamated Bank
New York
$181K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$177K +$4.19K +435 +2%
JF
106
Jump Financial
Illinois
$172K +$172K +17,826 New
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$167K -$7.44K -773 -4%
QC
108
Quadrature Capital
United Kingdom
$161K +$161K +16,694 New
MPAM
109
Murphy Pohlad Asset Management
Minnesota
$157K +$5.78K +600 +4%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$154K – – –
HW
111
Hancock Whitney
Mississippi
$153K +$6.38K +662 +4%
AAS
112
Avantax Advisory Services
Texas
$144K +$144K +14,999 New
Daiwa Securities Group
113
Daiwa Securities Group
Japan
$143K +$9.11K +948 +7%
SOW
114
State of Wyoming
Wyoming
$139K +$49.9K +5,182 +56%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$135K -$4.82K -500 -3%
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$135K – – –
MYAM
117
Meiji Yasuda Asset Management
Japan
$131K – – –
ASRS
118
Arizona State Retirement System
Arizona
$129K +$1.74K +181 +1%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$120K – – –
Mariner
120
Mariner
Kansas
$114K -$2.84K -295 -2%
RIM
121
RW Investment Management
Idaho
$114K – – –
JSW
122
Journey Strategic Wealth
New Jersey
$110K -$1.41K -146 -1%
EH
123
Equitable Holdings
New York
$101K +$101K +10,488 New
Federated Hermes
124
Federated Hermes
Pennsylvania
$98.2K +$48.6K +5,051 +98%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$97.7K +$97.7K +10,141 New
3 4
5
6 7