WSR

Whitestone REIT
WSR

Overview Fund Activity

164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.9M
2
ECM
2
ExodusPoint Capital Management
New York
$10.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.2M
4
FP
4
Foundry Partners
Minnesota
$9.92M
5
BFM
5
Boothbay Fund Management
New York
$8.9M

Top Sellers

1
FIG
1
Fortress Investment Group
New York
$9.09M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.1M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$124K 10,122 +1 +0%
AFP
127
Ausdal Financial Partners
Iowa
$123K 10,006 – –
SO
128
STRS Ohio
Ohio
$120K 9,800 – –
QCG
129
Quadrant Capital Group
Ohio
$108K 8,754 +1,499 +21%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$105K 8,567 +1,963 +30%
Amundi
131
Amundi
France
$80.9K 6,934 +635 +10%
US Bancorp
132
US Bancorp
Minnesota
$75.3K 6,128 +4,131 +207%
QT
133
Quantbot Technologies
New York
$64.7K 5,267 -4,741 -47%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$59.6K 4,851 +793 +20%
AIP
135
Ameritas Investment Partners
Nebraska
$59.4K 4,835 – –
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$57.4K 4,669 -2 -0%
KBC Group
137
KBC Group
Belgium
$35K 2,839 – –
SSG
138
Summit Securities Group
New York
$31K 2,500 +2,500 New
MCM
139
Manchester Capital Management
Vermont
$30.9K 2,518 – –
Simplex Trading
140
Simplex Trading
Illinois
$30K 2,449 +2,449 New
Group One Trading
141
Group One Trading
Illinois
$29.4K 2,393 +2,393 New
CCM
142
Chilton Capital Management
Texas
$24.6K 2,000 – –
PI
143
PEAK6 Investments
Illinois
$23.1K 1,883 +1,883 New
GI
144
GAMMA Investing
California
$19.9K 1,538 +1,538 New
BAM
145
Byrne Asset Management
New Jersey
$19.5K 2,079 +79 +4%
SIS
146
Sound Income Strategies
Florida
$13.1K 1,065 – –
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$9K 703 +113 +19%
DAM
148
Delta Asset Management
Tennessee
$8.91K 725 – –
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$5.79K 471 +334 +244%
Robeco Institutional Asset Management
150
Robeco Institutional Asset Management
Netherlands
$5.05K 411 +411 New
4 5
6
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