WSR

Whitestone REIT
WSR

Overview Fund Activity

166 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
67
Reduced
49
Closed
20
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K

Top Buyers

1
BFM
1
Boothbay Fund Management
New York
$16.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
RAM
3
Roumell Asset Management
Maryland
$2.56M
4
KAS
4
Kestra Advisory Services
Texas
$1.18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.03M

Top Sellers

1
ECM
1
ExodusPoint Capital Management
New York
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$1.01M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$71.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
126
Foster & Motley
Ohio
$136K -$74.7K -5,597 -35%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$135K +$13 +1 +0%
TRCT
128
Tower Research Capital (TRC)
New York
$129K +$113K +8,458 +668%
QCG
129
Quadrant Capital Group
Ohio
$128K +$11.9K +893 +10%
SO
130
STRS Ohio
Ohio
$122K – – –
VI
131
Vestcor Inc
New Brunswick, Canada
$95K +$95K +7,174 New
Amundi
132
Amundi
France
$85.1K -$12.3K -931 -13%
US Bancorp
133
US Bancorp
Minnesota
$80.9K -$665 -50 -0.8%
AIP
134
Ameritas Investment Partners
Nebraska
$64.4K – – –
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$62.4K -$1.24K -93 -2%
BWL
136
Bogart Wealth LLC
Virginia
$57.1K +$57.1K +4,289 New
MCM
137
Manchester Capital Management
Vermont
$33.5K – – –
SSG
138
Summit Securities Group
New York
$27K – – –
GI
139
GAMMA Investing
California
$26.4K +$6.02K +452 +30%
RA
140
Rise Advisors
New York
$17.7K +$173 +13 +1%
Mirae Asset Global Investments
141
Mirae Asset Global Investments
South Korea
$16.8K -$247K -19,064 -94%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$14.3K +$8.43K +633 +142%
SIS
143
Sound Income Strategies
Florida
$14.2K – – –
LFA
144
LGT Financial Advisors
Texas
$10.8K – – –
DAM
145
Delta Asset Management
Tennessee
$9.65K – – –
AAP
146
Arax Advisory Partners
Colorado
$7.12K +$7.12K +535 New
GRP
147
Global Retirement Partners
California
$6.92K +$5.36K +403 +344%
FFA
148
Farther Finance Advisors
California
$5.54K +$3.59K +273 +184%
VCM
149
Versant Capital Management
Arizona
$5.08K – – –
HB
150
Horizon Bancorp
Indiana
$5K – – –
4 5
6
7 8