WSR

Whitestone REIT

154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M
Name Market Value Shares Shares
Change
Shares
Change %
Federated Hermes
126
Federated Hermes
Pennsylvania
$49.9K 5,147 -75,166 -94%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$38.5K 3,966 -12 -0.3%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$38.5K 3,965 +276 +7%
KBC Group
129
KBC Group
Belgium
$38K 3,885
Osaic Holdings
130
Osaic Holdings
Arizona
$32.7K 3,365
AIP
131
Ameritas Investment Partners
Nebraska
$31.3K 3,231
US Bancorp
132
US Bancorp
Minnesota
$21.9K 2,261 +1,802 +393%
DWA
133
Dorsey Wright & Associates
California
$19.9K 2,049 +204 +11%
CCM
134
Chilton Capital Management
Texas
$19.4K 2,000
Citadel Advisors
135
Citadel Advisors
Florida
$18.8K 1,940 -130,375 -99%
TRCT
136
Tower Research Capital (TRC)
New York
$18.4K 1,897 -33,885 -95%
DAM
137
Delta Asset Management
Tennessee
$16.7K 1,725
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$14K 1,448 +1,097 +313%
SIS
139
Sound Income Strategies
Florida
$10.3K 1,065
VCM
140
Versant Capital Management
Arizona
$5.18K 534 +21 +4%
MCM
141
Manchester Capital Management
Vermont
$5.03K 518 +518 New
HB
142
Horizon Bancorp
Indiana
$4K 385
PFBT
143
Parkside Financial Bank & Trust
Missouri
$3.06K 315
EWA
144
EverSource Wealth Advisors
Alabama
$2.93K 302
AF
145
Allworth Financial
California
$1.7K 175
TAM
146
Tucker Asset Management
Colorado
$1.36K 140 +140 New
GRP
147
Global Retirement Partners
California
$1.14K 117
FFA
148
Farther Finance Advisors
California
$825 85
GWS
149
Glassman Wealth Services
Virginia
$563 58
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$291 30