WSR

Whitestone REIT
WSR

Overview Fund Activity

166 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
67
Reduced
49
Closed
20
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K

Top Buyers

1
BFM
1
Boothbay Fund Management
New York
$16.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
RAM
3
Roumell Asset Management
Maryland
$2.56M
4
KAS
4
Kestra Advisory Services
Texas
$1.18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.03M

Top Sellers

1
ECM
1
ExodusPoint Capital Management
New York
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$1.01M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$71.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$355K
Name Market Value Shares Shares
Change 		Shares
Change %
MSRPS
101
Maryland State Retirement & Pension System
Maryland
$220K 16,548 -780 -5%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$220K 16,516 +15,610 +1,723%
SG Americas Securities
103
SG Americas Securities
New York
$220K 16,502 +16,502 New
Wellington Management Group
104
Wellington Management Group
Massachusetts
$210K 15,774 +15,774 New
HW
105
Hancock Whitney
Mississippi
$209K 15,676 +86 +0.6%
MPAM
106
Murphy Pohlad Asset Management
Minnesota
$205K 15,400 -900 -6%
Daiwa Securities Group
107
Daiwa Securities Group
Japan
$203K 15,262 +600 +4%
QT
108
Quantbot Technologies
New York
$199K 14,985 +14,985 New
AB
109
Amalgamated Bank
New York
$192K 14,418 -779 -5%
Osaic Holdings
110
Osaic Holdings
Arizona
$192K 14,405 -6,975 -33%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$186K 14,006 – –
Two Sigma Advisers
112
Two Sigma Advisers
New York
$184K 13,800 +2,200 +19%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$181K 13,602 -58 -0.4%
OAC
114
OMERS Administration Corp
Ontario, Canada
$177K 13,300 +13,300 New
Citadel Advisors
115
Citadel Advisors
Florida
$174K 13,037 +13,037 New
XT
116
XTX Topco
Cayman Islands
$171K 12,846 +12,846 New
ASRS
117
Arizona State Retirement System
Arizona
$168K 12,588 -358 -3%
SMDAM
118
Sumitomo Mitsui DS Asset Management
Japan
$161K 12,068 +12,068 New
RIM
119
RW Investment Management
Idaho
$157K 11,821 – –
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$153K 11,524 -1,100 -9%
JSW
121
Journey Strategic Wealth
New Jersey
$152K 11,448 +15 +0.1%
Creative Planning
122
Creative Planning
Kansas
$145K 10,909 +10,909 New
Federated Hermes
123
Federated Hermes
Pennsylvania
$144K 10,840 -764 -7%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$139K 10,469 +10,469 New
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$136K 10,227 +54 +0.5%
3 4
5
6 7