WSR

Whitestone REIT
WSR

Overview Fund Activity

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 14 closing their positions.

Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
2.63%
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
14
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.18M
2
Charles Schwab
2
Charles Schwab
California
$5.77M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.96M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.29M
5
HCM
5
HGI Capital Management
New York
$4.18M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$10.9M
2
FP
2
Foundry Partners
Minnesota
$7.55M
3
BlackRock
3
BlackRock
New York
$102M
4
DG
4
DigitalBridge Group
Florida
$2.55M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$70.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
101
Mariner
Kansas
$251K 18,539 -606 -3%
Two Sigma Advisers
102
Two Sigma Advisers
New York
$248K 18,300 +4,500 +33%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$239K 17,671 -9,006 -34%
CANY
104
Caxton Associates (New York)
New York
$233K 17,193 +17,193 New
RAM
105
Resona Asset Management
Japan
$231K 17,163 -2,969 -15%
AAS
106
Avantax Advisory Services
Texas
$228K 16,819 -528 -3%
YCM
107
Yousif Capital Management
Michigan
$226K 16,678 -2,500 -13%
HW
108
Hancock Whitney
Mississippi
$215K 15,889 +213 +1%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$211K 15,654 +15,654 New
Daiwa Securities Group
110
Daiwa Securities Group
Japan
$206K 15,262 – –
MSRPS
111
Maryland State Retirement & Pension System
Maryland
$201K 14,878 -1,670 -10%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$189K 14,006 – –
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$188K 13,907 +305 +2%
MGP
114
M&G plc
United Kingdom
$186K 13,287 +13,287 New
NW
115
Naviter Wealth
Arkansas
$183K 13,561 +13,561 New
AB
116
Amalgamated Bank
New York
$177K 13,110 -1,308 -9%
Federated Hermes
117
Federated Hermes
Pennsylvania
$175K 12,906 +2,066 +19%
ASRS
118
Arizona State Retirement System
Arizona
$165K 12,228 -360 -3%
SMDAM
119
Sumitomo Mitsui DS Asset Management
Japan
$163K 12,068 – –
RIM
120
RW Investment Management
Idaho
$160K 11,821 – –
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$158K 11,710 -7,700 -40%
JSW
122
Journey Strategic Wealth
New Jersey
$156K 11,513 +65 +0.6%
Creative Planning
123
Creative Planning
Kansas
$155K 11,430 +521 +5%
MPAM
124
Murphy Pohlad Asset Management
Minnesota
$154K 11,400 -4,000 -26%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$147K 10,899 -14,477 -57%
3 4
5
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