WSR

Whitestone REIT
WSR

Overview Fund Activity

120 hedge funds and large institutions have $284M invested in Whitestone REIT in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
120
Holders Change
-10
Holders Change %
-7.69%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
18
Calls
$1.24M
Puts
$536K
Net Calls
+$703K
Net Calls Change
-$131K

Top Buyers

1
Invesco
1
Invesco
Georgia
$28.9M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.04M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.8M
4
MC
4
Menta Capital
California
$973K
5
PI
5
PineBridge Investments
New York
$1.36M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$0
2
CAM
2
ClariVest Asset Management
California
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$1.22M
5
Citadel Advisors
5
Citadel Advisors
Florida
$946K
Name Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
126
Marshall Wace
United Kingdom
– – -11,004 Closed
SCM
127
Stevens Capital Management
Pennsylvania
– – -10,908 Closed
IAA
128
Independent Advisor Alliance
North Carolina
– – -10,097 Closed
MWNA
129
Marshall Wace North America
New York
– – -600 Closed
PA
130
Parallel Advisors
California
– – -425 Closed
WAM
131
Wealthspire Advisors (Maryland)
Maryland
– – -298 Closed
QT
132
Quantbot Technologies
New York
– – -210 Closed
QCIG
133
Quad-Cities Investment Group
Iowa
– – -100 Closed
SWM
134
SeaCrest Wealth Management
New York
– – -83 Closed
CAM
135
Cresset Asset Management
Illinois
– – -57 Closed
WT
136
Whittier Trust
California
– – -46 Closed
Fidelity Investments
137
Fidelity Investments
Massachusetts
– – -2 Closed
PI
138
PEAK6 Investments
Illinois
– – – –
Group One Trading
139
Group One Trading
Illinois
– – – –
CFGS
140
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
141
Simplex Trading
Illinois
– – – –
PFBT
142
Parkside Financial Bank & Trust
Missouri
$0 35 +35 New
2 3 4 5
6