WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $258M invested in Whitestone REIT in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 31 closing their positions.

Holders
160
Holders Change
-16
Holders Change %
-9.09%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
64
Reduced
49
Closed
31
Calls
$3.48M
Puts
$456K
Net Calls
+$3.02M
Net Calls Change
-$604K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.05M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.82M
3
Axa
3
Axa
France
$736K
4
CP
4
CenterBook Partners
Connecticut
$1.46M
5
DWM
5
Dakota Wealth Management
Florida
$632K

Top Sellers

1
DG
1
DigitalBridge Group
Florida
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$0
3
HS
3
Hazelview Securities
Ontario, Canada
$6.42M
4
LOAMU
4
Lombard Odier Asset Management (USA)
New York
$0
5
BlackRock
5
BlackRock
New York
$64.6M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
126
UBS Group
Switzerland
$76K 8,947 +5,556 +164%
QCG
127
Quadrant Capital Group
Ohio
$52K 6,101 +2,174 +55%
KBC Group
128
KBC Group
Belgium
$47K 5,577 – –
SFM
129
Spartan Fund Management
Canada
$40K 4,762 – –
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$37K 4,372 -604 -12%
PHK
131
Point72 Hong Kong
Hong Kong
$33K 3,865 +3,661 +1,795%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$32K 3,696 -506 -12%
Osaic Holdings
133
Osaic Holdings
Arizona
$31K 3,747 -366 -9%
AIP
134
Ameritas Investment Partners
Nebraska
$27K 3,231 – –
PI
135
PEAK6 Investments
Illinois
$26K 3,125 -34 -1%
Group One Trading
136
Group One Trading
Illinois
$24K 2,863 +500 +21%
IA
137
IFP Advisors
Florida
$23K 750 +300 +67%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$21K 2,547 -244 -9%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$20K 2,431 -350 -13%
PTC
140
Private Trust Company
Ohio
$20K 2,375 +2,375 New
APA
141
American Portfolios Advisors
New York
$12.7K 1,500 – –
MAM
142
Meeder Asset Management
Ohio
$12K 1,362 -430 -24%
AF
143
Allworth Financial
California
$12K 1,469 +1,294 +739%
TWA
144
TCI Wealth Advisors
Arizona
$10K 1,190 – –
SIS
145
Sound Income Strategies
Florida
$9K 1,065 – –
SWA
146
Sutton Wealth Advisors
Florida
$8.7K 1,028 – –
VCM
147
Versant Capital Management
Arizona
$6K 672 – –
US Bancorp
148
US Bancorp
Minnesota
$6K 696 +237 +52%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$4K 498 – –
HMS
150
Hanseatic Management Services
New Mexico
$4K 442 – –
4 5
6
7 8