WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$6.42M
2
BlackRock
2
BlackRock
New York
$50.4M
3
Charles Schwab
3
Charles Schwab
California
$3.27M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$1.16M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.01M
4
State Street
4
State Street
Massachusetts
$10.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
126
AJO LP
Pennsylvania
– – -144,338 Closed
RA
127
RMR Advisors
Massachusetts
– – -124,535 Closed
Swiss National Bank
128
Swiss National Bank
Switzerland
– – -83,500 Closed
VI
129
Vestcor Inc
New Brunswick, Canada
– – -53,901 Closed
UBS AM
130
UBS AM
Illinois
– – -42,866 Closed
CS
131
Credit Suisse
Switzerland
– – -40,343 Closed
CANY
132
Caxton Associates (New York)
New York
– – -19,940 Closed
ZIM
133
Zacks Investment Management
Illinois
– – -19,075 Closed
Baird Financial Group
134
Baird Financial Group
Wisconsin
– – -12,108 Closed
ASRS
135
Arizona State Retirement System
Arizona
– – -11,442 Closed
AIM
136
Aigen Investment Management
New York
– – -10,887 Closed
QT
137
Quantbot Technologies
New York
– – -4,929 Closed
DA
138
Denali Advisors
California
– – -4,130 Closed
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
– – -3,822 Closed
GWS
140
Glassman Wealth Services
Virginia
– – -2,250 Closed
GSWM
141
Golden State Wealth Management
California
– – -1,722 Closed
RG
142
Retirement Group
California
– – -330 Closed
GT
143
Glenmede Trust
Pennsylvania
– – -313 Closed
ASN
144
Advisory Services Network
Georgia
– – -138 Closed
CFGS
145
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$0 1 +1 New
2 3 4 5
6