WSR

Whitestone REIT
WSR

Overview Fund Activity

158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K

Top Buyers

1
BlackRock
1
BlackRock
New York
$75.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$5.62M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.2M
4
KCM
4
Kennedy Capital Management
Missouri
$5.45M
5
FM
5
Foster & Motley
Ohio
$1.03M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$577K
2
Charles Schwab
2
Charles Schwab
California
$1.25M
3
CP
3
CenterBook Partners
Connecticut
$0
4
HS
4
Hazelview Securities
Ontario, Canada
$5.73M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$42.1K 4,366 -6 -0.1%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$36K 3,735 +39 +1%
AIP
128
Ameritas Investment Partners
Nebraska
$33K 3,231 – –
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$24K 2,580 +33 +1%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$23.4K 2,431 – –
DWA
131
Dorsey Wright & Associates
California
$19.8K 2,049 +2,049 New
DAM
132
Delta Asset Management
Tennessee
$16.6K 1,725 +1,725 New
PMEF
133
Point72 Middle East FZE
United Arab Emirates
$13.6K 1,408 +1,408 New
TRCT
134
Tower Research Capital (TRC)
New York
$13K 1,388 -11,803 -89%
TWA
135
TCI Wealth Advisors
Arizona
$11.5K 1,190 – –
SIS
136
Sound Income Strategies
Florida
$10.3K 1,065 – –
SWA
137
Sutton Wealth Advisors
Florida
$9.91K 1,028 – –
Group One Trading
138
Group One Trading
Illinois
$7.36K 763 -2,100 -73%
VCM
139
Versant Capital Management
Arizona
$6.48K 672 – –
Dimensional Fund Advisors
140
Dimensional Fund Advisors
Texas
$6.03K 625,535 +1,103 +0.2%
US Bancorp
141
US Bancorp
Minnesota
$5.33K 553 -143 -21%
IA
142
IFP Advisors
Florida
$4K 300 -450 -60%
HMS
143
Hanseatic Management Services
New Mexico
$4K 442 – –
PFBT
144
Parkside Financial Bank & Trust
Missouri
$3.04K 315 – –
EWA
145
EverSource Wealth Advisors
Alabama
$2.91K 302 – –
AF
146
Allworth Financial
California
$1.69K 175 -1,294 -88%
MWM
147
MinichMacGregor Wealth Management
New York
$1.06K 110 +110 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$1K 62 -14 -18%
FFA
149
Farther Finance Advisors
California
$819 85 +85 New
AWM
150
Accurate Wealth Management
Florida
$804 82 +82 New
4 5
6
7 8