WSR

Whitestone REIT
WSR

Overview Fund Activity

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K

Top Buyers

1
HIM
Hillsdale Investment Management
Ontario, Canada
$3.82M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$4.95M
3
GCP
GSA Capital Partners
United Kingdom
$1.33M
4
HF
HRT Financial
New York
$1.33M
5
Goldman Sachs
Goldman Sachs
New York
$2.55M

Top Sellers

1
CC
Conversant Capital
New Jersey
$0
2
NAM
Nexpoint Asset Management
Texas
$10.9M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$784K
4
AQR Capital Management
AQR Capital Management
Connecticut
$4.73M
5
BlackRock
BlackRock
New York
$72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$106K – – –
Mariner
127
Mariner
Kansas
$105K +$2.54K +277 +2%
FRM
128
Fox Run Management
Connecticut
$100K +$100K +10,873 New
AFP
129
Ausdal Financial Partners
Iowa
$92K -$64 -7 -0.1%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$62K -$33.7K -3,663 -35%
Amundi
131
Amundi
France
$55.1K +$55.1K +6,318 New
PMEF
132
Point72 Middle East FZE
United Arab Emirates
$53.2K +$40.3K +4,375 +311%
Point72 Asset Management
133
Point72 Asset Management
Connecticut
$50.6K +$50.6K +5,503 New
QCG
134
Quadrant Capital Group
Ohio
$36.7K -$26.4K -2,871 -42%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$36.6K -$3.57K -388 -9%
KBC Group
136
KBC Group
Belgium
$36K -$15.7K -1,692 -30%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$33.9K -$423 -46 -1%
Osaic Holdings
138
Osaic Holdings
Arizona
$30.8K -$16K -1,750 -34%
AIP
139
Ameritas Investment Partners
Nebraska
$29.7K – – –
QL
140
Quarry LP
New York
$23.4K +$23.4K +2,541 New
Russell Investments Group
141
Russell Investments Group
United Kingdom
$22.7K +$340 +37 +2%
CCM
142
Chilton Capital Management
Texas
$18.4K +$18.4K +2,000 New
DWA
143
Dorsey Wright & Associates
California
$17K -$1.88K -204 -10%
DAM
144
Delta Asset Management
Tennessee
$15.9K – – –
TWA
145
TCI Wealth Advisors
Arizona
$10.9K – – –
SIS
146
Sound Income Strategies
Florida
$9.8K – – –
VCM
147
Versant Capital Management
Arizona
$4.68K -$1.45K -159 -24%
US Bancorp
148
US Bancorp
Minnesota
$4.22K -$865 -94 -17%
HB
149
Horizon Bancorp
Indiana
$4K +$4K +385 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.47K +289 +466%
4 5
6
7 8