WSR

Whitestone REIT
WSR

Overview Fund Activity

164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.9M
2
ECM
2
ExodusPoint Capital Management
New York
$10.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.2M
4
FP
4
Foundry Partners
Minnesota
$9.92M
5
BFM
5
Boothbay Fund Management
New York
$8.9M

Top Sellers

1
FIG
1
Fortress Investment Group
New York
$9.09M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.1M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$247K 20,051 -42 -0.2%
Corient Private Wealth
102
Corient Private Wealth
Florida
$245K 19,913 -206 -1%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$231K 18,800 +2,787 +17%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$230K 18,754 +410 +2%
AB
105
Amalgamated Bank
New York
$219K 17,831 -941 -5%
TRCT
106
Tower Research Capital (TRC)
New York
$213K 17,365 +16,541 +2,007%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$213K 17,328 – –
AAS
108
Avantax Advisory Services
Texas
$213K 17,294 +2,295 +15%
Verition Fund Management
109
Verition Fund Management
Connecticut
$211K 17,185 +17,185 New
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202K 16,407 -4,471 -21%
Jane Street
111
Jane Street
New York
$201K 16,393 +16,393 New
MPAM
112
Murphy Pohlad Asset Management
Minnesota
$200K 16,300 – –
AHL
113
Abel Hall LLC
Louisiana
$195K 15,897 +15,897 New
HW
114
Hancock Whitney
Mississippi
$190K 15,459 -452 -3%
Daiwa Securities Group
115
Daiwa Securities Group
Japan
$180K 14,662 -222 -1%
Mariner
116
Mariner
Kansas
$179K 14,570 +2,683 +23%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$172K 14,006 – –
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$169K 13,724 -300 -2%
ASRS
119
Arizona State Retirement System
Arizona
$162K 13,152 -217 -2%
Federated Hermes
120
Federated Hermes
Pennsylvania
$146K 11,848 +1,650 +16%
RIM
121
RW Investment Management
Idaho
$145K 11,821 – –
JSW
122
Journey Strategic Wealth
New Jersey
$141K 11,433 – –
SOW
123
State of Wyoming
Wyoming
$140K 11,426 -3,039 -21%
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$136K 11,064 -1,968 -15%
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$125K 10,165 -21,287 -68%
3 4
5
6 7