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WSR

Whitestone REIT
WSR

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $415K

2% less funds holding

Funds holding: 164161 (-3)

5% less capital invested

Capital invested by funds: $406M → $386M (-$20.4M)

5.04% less ownership

Funds ownership: 66.62%61.58% (-5%)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
FM
101
Foster & Motley
Ohio
$198K -$214K -17,360 -52%
HW
102
Hancock Whitney
Mississippi
$196K +$1.62K +131 +0.8%
Mariner
103
Mariner
Kansas
$195K +$12.3K +996 +7%
AB
104
Amalgamated Bank
New York
$191K -$32.5K -2,634 -15%
MSRPS
105
Maryland State Retirement & Pension System
Maryland
$187K
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$185K -$33.5K -2,711 -12%
Daiwa Securities Group
107
Daiwa Securities Group
Japan
$184K
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$176K
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$171K +$169K +13,660 New
MGP
110
M&G plc
United Kingdom
$170K +$162K +13,079 New
ASRS
111
Arizona State Retirement System
Arizona
$162K -$2.54K -206 -2%
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$158K -$13.6K -1,100 -8%
RIM
113
RW Investment Management
Idaho
$148K
Balyasny Asset Management
114
Balyasny Asset Management
Illinois
$147K +$144K +11,686 New
Federated Hermes
115
Federated Hermes
Pennsylvania
$146K -$3.02K -244 -2%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$146K -$479K -38,800 -77%
Cerity Partners
117
Cerity Partners
New York
$145K +$143K +11,537 New
JSW
118
Journey Strategic Wealth
New Jersey
$143K
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$142K +$140K +11,295 New
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$136K +$28.3K +2,287 +27%
AIM
121
Aigen Investment Management
New York
$135K +$133K +10,757 New
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$128K +$99 +8 +0.1%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$127K +$25 +2 +0%
Jane Street
124
Jane Street
New York
$126K -$78.7K -6,366 -39%
SO
125
STRS Ohio
Ohio
$115K -$7.41K -600 -6%