WSR

Whitestone REIT
WSR

Overview Fund Activity

176 hedge funds and large institutions have $340M invested in Whitestone REIT in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
176
Holders Change
+14
Holders Change %
+8.64%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
56
Reduced
56
Closed
15
Calls
$3.82M
Puts
$194K
Net Calls
+$3.63M
Net Calls Change
+$637K

Top Buyers

1
CC
1
Conversant Capital
New Jersey
$23.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.2M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$3.39M
4
BlackRock
4
BlackRock
New York
$83.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.84M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.26M
2
NAM
2
Nexpoint Asset Management
Texas
$17.4M
3
AFM
3
Anson Funds Management
Texas
$0
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$0
5
DG
5
DigitalBridge Group
Florida
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$112K 10,421 +142 +1%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$109K 10,179 – –
AFP
128
Ausdal Financial Partners
Iowa
$108K 10,000 – –
QT
129
Quantbot Technologies
New York
$105K 9,791 +9,791 New
MOACM
130
Mutual of America Capital Management
New York
$83K 7,758 +1,106 +17%
KBC Group
131
KBC Group
Belgium
$60K 5,577 -3,817 -41%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$53.5K 4,976 -658 -12%
SFM
133
Spartan Fund Management
Canada
$51K 4,762 +4,762 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$47K 4,393 +4,393 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$46K 4,202 +564 +16%
Osaic Holdings
136
Osaic Holdings
Arizona
$44K 4,113 -5,039 -55%
CCM
137
Chilton Capital Management
Texas
$43K 4,000 +4,000 New
Allspring Global Investments
138
Allspring Global Investments
North Carolina
$42K 3,941 -37,756 -91%
QCG
139
Quadrant Capital Group
Ohio
$42K 3,927 – –
UBS Group
140
UBS Group
Switzerland
$36K 3,391 -15,023 -82%
DWA
141
Dorsey Wright & Associates
California
$36K 3,355 -207 -6%
TRCT
142
Tower Research Capital (TRC)
New York
$35K 3,219 +753 +31%
AIP
143
Ameritas Investment Partners
Nebraska
$34K 3,231 – –
PI
144
PEAK6 Investments
Illinois
$34K 3,159 +3,159 New
SOW
145
State of Wyoming
Wyoming
$32K 3,016 +3,016 New
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$30K 2,791 +312 +13%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$29K 2,781 +2,781 New
Group One Trading
148
Group One Trading
Illinois
$25K 2,363 -1,000 -30%
UFF
149
USA Financial Formulas
Michigan
$25K 2,282 +2,282 New
SWM
150
Spire Wealth Management
Virginia
$23K 2,100 – –
4 5
6
7 8