WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$13.7M
2
DG
2
DigitalBridge Group
Florida
$4.57M
3
FP
3
Foundry Partners
Minnesota
$4.33M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$8.72M
5
Barclays
5
Barclays
United Kingdom
$2.12M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.17M
2
BlackRock
2
BlackRock
New York
$74.3M
3
Millennium Management
3
Millennium Management
New York
$194K
4
NAM
4
Nexpoint Asset Management
Texas
$8.43M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$97.5K 10,121 +10,121 New
QT
127
Quantbot Technologies
New York
$96.4K 10,008 -1,367 -12%
AFP
128
Ausdal Financial Partners
Iowa
$96.4K 10,006 – –
SO
129
STRS Ohio
Ohio
$94K 9,800 – –
QCG
130
Quadrant Capital Group
Ohio
$69.9K 7,255 +1,337 +23%
Citadel Advisors
131
Citadel Advisors
Florida
$69.2K 7,183 +5,243 +270%
Allspring Global Investments
132
Allspring Global Investments
North Carolina
$63.6K 6,604 +887 +16%
Amundi
133
Amundi
France
$60.8K 6,299 +819 +15%
Osaic Holdings
134
Osaic Holdings
Arizona
$58.1K 6,032 +2,667 +79%
AIP
135
Ameritas Investment Partners
Nebraska
$46.6K 4,835 +1,604 +50%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$45K 4,671 +705 +18%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$39.1K 4,058 +93 +2%
KBC Group
138
KBC Group
Belgium
$27K 2,839 -1,046 -27%
MCM
139
Manchester Capital Management
Vermont
$24.2K 2,518 +2,000 +386%
BAM
140
Byrne Asset Management
New Jersey
$21K 2,000 +2,000 New
CCM
141
Chilton Capital Management
Texas
$19.3K 2,000 – –
US Bancorp
142
US Bancorp
Minnesota
$19.2K 1,997 -264 -12%
DWA
143
Dorsey Wright & Associates
California
$19.1K 1,981 -68 -3%
SIS
144
Sound Income Strategies
Florida
$10.3K 1,065 – –
TRCT
145
Tower Research Capital (TRC)
New York
$7.94K 824 -1,073 -57%
DAM
146
Delta Asset Management
Tennessee
$6.98K 725 -1,000 -58%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$6K 590 -858 -59%
VCM
148
Versant Capital Management
Arizona
$5.14K 534 – –
HB
149
Horizon Bancorp
Indiana
$4K 385 – –
PFBT
150
Parkside Financial Bank & Trust
Missouri
$3.03K 315 – –
4 5
6
7 8