WSR

Whitestone REIT
WSR

Overview Fund Activity

148 hedge funds and large institutions have $265M invested in Whitestone REIT in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
60
Reduced
40
Closed
26
Calls
$2.02M
Puts
$1.22M
Net Calls
+$802K
Net Calls Change
+$781K

Top Buyers

1
NAM
1
Nexpoint Asset Management
Texas
$22.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$7.41M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$5.28M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.68M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.51M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.21M
4
Charles Schwab
4
Charles Schwab
California
$3.46M
5
HWC
5
Hill Winds Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$21K 2,100 +2,100 New
COCM
127
Charter Oak Capital Management
New Hampshire
$20K 2,080 +2,080 New
DAM
128
Delta Asset Management
Tennessee
$17K 1,725 – –
BCA
129
Berman Capital Advisors
Georgia
$15K 1,549 +332 +27%
APA
130
American Portfolios Advisors
New York
$14.7K 1,500 – –
SIS
131
Sound Income Strategies
Florida
$14K 1,415 – –
TWA
132
TCI Wealth Advisors
Arizona
$12K 1,190 +250 +27%
SWA
133
Sutton Wealth Advisors
Florida
$10.1K 1,028 +1 +0.1%
FPS
134
Fieldpoint Private Securities
Connecticut
$10K 1,060 – –
FGAM
135
Financial Gravity Asset Management
Texas
$10K 6 +6 New
Fidelity Investments
136
Fidelity Investments
Massachusetts
$10K 1,005 +975 +3,250%
VCM
137
Versant Capital Management
Arizona
$7K 672 +36 +6%
US Bancorp
138
US Bancorp
Minnesota
$4K 443 – –
PFBT
139
Parkside Financial Bank & Trust
Missouri
$3K 315 +20 +7%
ST
140
Sageworth Trust
Pennsylvania
$2K 170 – –
PA
141
Parallel Advisors
California
$2K 177 +62 +54%
EI
142
Ellevest Inc
New York
$2K 238 +109 +84%
AF
143
Allworth Financial
California
$2K 175 +175 New
GWS
144
Glassman Wealth Services
Virginia
$1K 88 – –
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$399 40,750 -1,654 -4%
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
– – -561,575 Closed
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
– – -387,705 Closed
HWC
148
Hill Winds Capital
New York
– – -190,000 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
– – -133,126 Closed
HF
150
HRT Financial
New York
– – -86,004 Closed
4 5
6
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