WSR

Whitestone REIT
WSR

Overview Fund Activity

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$11.9M
2
HCM
2
HGI Capital Management
New York
$2.05M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$13.4M
4
RAM
4
Roumell Asset Management
Maryland
$1.18M
5
CAM
5
ClariVest Asset Management
California
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
FIG
2
Fortress Investment Group
New York
$0
3
ECM
3
ExodusPoint Capital Management
New York
$7.11M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
GC
5
Globeflex Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$110K 8,754 – –
CIM
127
Chiron Investment Management
New York
$86.9K 6,925 +6,925 New
Amundi
128
Amundi
France
$80.6K 7,371 +437 +6%
US Bancorp
129
US Bancorp
Minnesota
$76.9K 6,128 – –
AIP
130
Ameritas Investment Partners
Nebraska
$60.7K 4,835 – –
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$60K 4,778 -73 -2%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$50.7K 4,040 -629 -13%
MCM
133
Manchester Capital Management
Vermont
$31.6K 2,518 – –
SSG
134
Summit Securities Group
New York
$25K 2,000 -500 -20%
GI
135
GAMMA Investing
California
$19.2K 1,530 -8 -0.5%
RA
136
Rise Advisors
New York
$16.5K 1,316 +1,316 New
TRCT
137
Tower Research Capital (TRC)
New York
$15.9K 1,267 -16,098 -93%
SIS
138
Sound Income Strategies
Florida
$13.4K 1,065 – –
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$12.7K 1,043 +1,043 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$11K 906 +203 +29%
LFA
141
LGT Financial Advisors
Texas
$10.2K 809 +809 New
DAM
142
Delta Asset Management
Tennessee
$9.1K 725 – –
PI
143
PEAK6 Investments
Illinois
$6.4K 510 -1,373 -73%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$5.59K 445 -26 -6%
QL
145
Quarry LP
New York
$5.1K 406 +406 New
HB
146
Horizon Bancorp
Indiana
$5K 385 – –
VCM
147
Versant Capital Management
Arizona
$4.79K 382 – –
EWA
148
EverSource Wealth Advisors
Alabama
$3.47K 302 – –
AF
149
Allworth Financial
California
$3.28K 261 – –
HNB
150
Huntington National Bank
Ohio
$3.01K 240 – –
4 5
6
7 8