WSR

Whitestone REIT
WSR

Overview Fund Activity

162 hedge funds and large institutions have $416M invested in Whitestone REIT in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
46
Reduced
59
Closed
22
Calls
$3.21M
Puts
$223K
Net Calls
+$2.99M
Net Calls Change
+$1.85M

Top Buyers

1
CC
1
Conversant Capital
New Jersey
$20.7M
2
HS
2
Hazelview Securities
Ontario, Canada
$11.7M
3
Invesco
3
Invesco
Georgia
$17.4M
4
DG
4
DigitalBridge Group
Florida
$10.6M
5
KCM
5
Kennedy Capital Management
Missouri
$4.87M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.52M
2
Prudential Financial
2
Prudential Financial
New Jersey
$5.06M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.44M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
126
Point72 Hong Kong
Hong Kong
$54K +$54K +4,052 New
QCG
127
Quadrant Capital Group
Ohio
$52K – – –
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$49K +$458 +34 +0.9%
DWA
129
Dorsey Wright & Associates
California
$47K +$47K +3,562 New
Group One Trading
130
Group One Trading
Illinois
$45K +$616 +46 +1%
AIP
131
Ameritas Investment Partners
Nebraska
$43K – – –
1832 Asset Management
132
1832 Asset Management
Ontario, Canada
$38K +$38K +2,905 New
Federated Hermes
133
Federated Hermes
Pennsylvania
$37K +$37K +2,807 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$34K +$34K +2,552 New
TRCT
135
Tower Research Capital (TRC)
New York
$32K -$90.3K -6,958 -74%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$32K +$310 +24 +1%
Lazard Asset Management
137
Lazard Asset Management
New York
$30K +$30K +2,276 New
COCM
138
Charter Oak Capital Management
New Hampshire
$28K – – –
SWM
139
Spire Wealth Management
Virginia
$28K – – –
MAM
140
Meeder Asset Management
Ohio
$27K +$27K +2,015 New
APA
141
American Portfolios Advisors
New York
$19.9K – – –
TWA
142
TCI Wealth Advisors
Arizona
$19K +$2.75K +201 +17%
IA
143
IFP Advisors
Florida
$19K +$19K +450 New
SIS
144
Sound Income Strategies
Florida
$14K -$4.6K -350 -25%
FPS
145
Fieldpoint Private Securities
Connecticut
$14K – – –
SWA
146
Sutton Wealth Advisors
Florida
$13.7K +$119 +9 +0.9%
LC
147
Lindbrook Capital
California
$10K +$10K +784 New
VCM
148
Versant Capital Management
Arizona
$9K – – –
MCC
149
Money Concepts Capital
Florida
$9K +$9K +712 New
S
150
SignatureFD
Georgia
$8K +$1.69K +133 +27%
4 5
6
7 8