WSR

Whitestone REIT
WSR

Overview Fund Activity

152 hedge funds and large institutions have $287M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
63
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.1M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$7.2M
3
BlackRock
3
BlackRock
New York
$76.5M
4
Invesco
4
Invesco
Georgia
$5.08M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.32M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$190K
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Charles Schwab
3
Charles Schwab
California
$2.22M
4
JCIA
4
Jackson Creek Investment Advisors
Colorado
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$23K +$22.6K +2,192 +6,263%
CCM
127
Chilton Capital Management
Texas
$23K +$23K +2,288 New
COCM
128
Charter Oak Capital Management
New Hampshire
$21K – – –
SWM
129
Spire Wealth Management
Virginia
$21K – – –
DAM
130
Delta Asset Management
Tennessee
$17K – – –
APA
131
American Portfolios Advisors
New York
$15.2K – – –
SIS
132
Sound Income Strategies
Florida
$14K – – –
TC
133
TAP Consulting
Missouri
$13K +$13K +1,315 New
TWA
134
TCI Wealth Advisors
Arizona
$12K – – –
FPS
135
Fieldpoint Private Securities
Connecticut
$11K – – –
SWA
136
Sutton Wealth Advisors
Florida
$10.4K – – –
VCM
137
Versant Capital Management
Arizona
$7K – – –
S
138
SignatureFD
Georgia
$5K +$5K +498 New
OF
139
Outfitter Financial
Maine
$5K +$5K +500 New
US Bancorp
140
US Bancorp
Minnesota
$4K – – –
PFBT
141
Parkside Financial Bank & Trust
Missouri
$3K – – –
EWA
142
EverSource Wealth Advisors
Alabama
$3K +$3K +302 New
EI
143
Ellevest Inc
New York
$2K -$601 -55 -23%
AF
144
Allworth Financial
California
$2K – – –
SCA
145
Snowden Capital Advisors
New York
$2K +$2K +202 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$1K -$7.38K -885 -88%
PA
147
Parallel Advisors
California
$1K -$539 -62 -35%
GWS
148
Glassman Wealth Services
Virginia
$1K – – –
STCOSD
149
Sageworth Trust Company of South Dakota
South Dakota
$1K +$1K +126 New
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257 – -48 -0.2%
3 4 5
6
7