WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.33%
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

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$11.9M
2
HCM
2
HGI Capital Management
New York
$2.05M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$13.4M
4
RAM
4
Roumell Asset Management
Maryland
$1.18M
5
CAM
5
ClariVest Asset Management
California
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
FIG
2
Fortress Investment Group
New York
$0
3
ECM
3
ExodusPoint Capital Management
New York
$7.11M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
GC
5
Globeflex Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FM
101
Foster & Motley
Ohio
$198K 15,786 -17,360 -52%
HW
102
Hancock Whitney
Mississippi
$196K 15,590 +131 +0.8%
Mariner
103
Mariner
Kansas
$195K 15,566 +996 +7%
AB
104
Amalgamated Bank
New York
$191K 15,197 -2,634 -15%
MSRPS
105
Maryland State Retirement & Pension System
Maryland
$187K 17,328 – –
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$185K 20,359 -2,711 -12%
Daiwa Securities Group
107
Daiwa Securities Group
Japan
$184K 14,662 – –
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$176K 14,006 – –
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$171K 13,660 +13,660 New
MGP
110
M&G plc
United Kingdom
$170K 13,079 +13,079 New
ASRS
111
Arizona State Retirement System
Arizona
$162K 12,946 -206 -2%
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$158K 12,624 -1,100 -8%
RIM
113
RW Investment Management
Idaho
$148K 11,821 – –
Balyasny Asset Management
114
Balyasny Asset Management
Illinois
$147K 11,686 +11,686 New
Federated Hermes
115
Federated Hermes
Pennsylvania
$146K 11,604 -244 -2%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$146K 11,600 -38,800 -77%
Cerity Partners
117
Cerity Partners
New York
$145K 11,537 +11,537 New
JSW
118
Journey Strategic Wealth
New Jersey
$143K 11,433 – –
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$142K 11,295 +11,295 New
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$136K 10,854 +2,287 +27%
AIM
121
Aigen Investment Management
New York
$135K 10,757 +10,757 New
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$128K 10,173 +8 +0.1%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$127K 10,124 +2 +0%
Jane Street
124
Jane Street
New York
$126K 10,027 -6,366 -39%
SO
125
STRS Ohio
Ohio
$115K 9,200 -600 -6%
3 4
5
6 7