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WSR

Whitestone REIT
WSR

182 hedge funds and large institutions have $416M invested in Whitestone REIT in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $766K | Put options by funds: $189K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

10% more funds holding

Funds holding: 165182 (+17)

1% more capital invested

Capital invested by funds: $412M → $416M (+$4.89M)

0.42% less ownership

Funds ownership: 61.9%61.48% (-0.42%)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
+17
Holders Change %
+10.3%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
54
Reduced
65
Closed
13
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$251K -$8.13K -606 -3%
Two Sigma Advisers
102
Two Sigma Advisers
New York
$248K +$60.4K +4,500 +33%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$239K -$121K -9,006 -34%
CANY
104
Caxton Associates (New York)
New York
$233K +$231K +17,193 New
RAM
105
Resona Asset Management
Japan
$231K -$39.8K -2,969 -15%
AAS
106
Avantax Advisory Services
Texas
$228K -$7.09K -528 -3%
YCM
107
Yousif Capital Management
Michigan
$226K -$33.5K -2,500 -13%
HW
108
Hancock Whitney
Mississippi
$215K +$2.86K +213 +1%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$211K +$210K +15,654 New
Daiwa Securities Group
110
Daiwa Securities Group
Japan
$206K
MSRPS
111
Maryland State Retirement & Pension System
Maryland
$201K -$22.4K -1,670 -10%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$189K
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$188K +$4.09K +305 +2%
MGP
114
M&G plc
United Kingdom
$186K +$178K +13,287 New
NW
115
Naviter Wealth
Arkansas
$183K +$182K +13,561 New
AB
116
Amalgamated Bank
New York
$177K -$17.6K -1,308 -9%
Federated Hermes
117
Federated Hermes
Pennsylvania
$175K +$27.7K +2,066 +19%
ASRS
118
Arizona State Retirement System
Arizona
$165K -$4.83K -360 -3%
SMDAM
119
Sumitomo Mitsui DS Asset Management
Japan
$163K
RIM
120
RW Investment Management
Idaho
$160K
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$158K -$103K -7,700 -40%
JSW
122
Journey Strategic Wealth
New Jersey
$156K +$872 +65 +0.6%
Creative Planning
123
Creative Planning
Kansas
$155K +$6.99K +521 +5%
MPAM
124
Murphy Pohlad Asset Management
Minnesota
$154K -$53.7K -4,000 -26%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$147K -$194K -14,477 -57%