WSR

Whitestone REIT
WSR

Overview Fund Activity

182 hedge funds and large institutions have $416M invested in Whitestone REIT in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
54
Reduced
65
Closed
14
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.18M
2
Charles Schwab
2
Charles Schwab
California
$5.77M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.96M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.29M
5
HCM
5
HGI Capital Management
New York
$4.18M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$10.9M
2
FP
2
Foundry Partners
Minnesota
$7.55M
3
BlackRock
3
BlackRock
New York
$102M
4
DG
4
DigitalBridge Group
Florida
$2.55M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
126
Quantbot Technologies
New York
$146K -$56.5K -4,173 -28%
TRCT
127
Tower Research Capital (TRC)
New York
$146K +$14.4K +1,063 +11%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$140K -$16.2K -1,200 -10%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$139K -$1.99K -148 -1%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$137K +$14 +1 +0%
QCG
131
Quadrant Capital Group
Ohio
$130K -$162 -12 -0.1%
SO
132
STRS Ohio
Ohio
$124K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$122K -$101K -7,499 -45%
Amundi
134
Amundi
France
$102K +$15.3K +1,138 +18%
VI
135
Vestcor Inc
New Brunswick, Canada
$97K – – –
US Bancorp
136
US Bancorp
Minnesota
$82.2K – – –
A
137
AlphaQuest
New York
$71.1K +$71.1K +5,252 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$66.4K +$3.03K +224 +5%
AIP
139
Ameritas Investment Partners
Nebraska
$65.4K – – –
BWL
140
Bogart Wealth LLC
Virginia
$58K – – –
CFM
141
Catalyst Funds Management
Australia
$50.1K +$46K +3,400 +1,133%
Lazard Asset Management
142
Lazard Asset Management
New York
$48K +$48K +3,597 New
Loomis, Sayles & Company
143
Loomis, Sayles & Company
Massachusetts
$46K +$44.6K +3,287 +3,130%
MCM
144
Manchester Capital Management
Vermont
$34.1K – – –
GI
145
GAMMA Investing
California
$28.9K +$2.08K +154 +8%
SSG
146
Summit Securities Group
New York
$27K – – –
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$22.1K +$4.74K +353 +27%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$20.7K +$20.7K +1,533 New
Osaic Holdings
149
Osaic Holdings
Arizona
$20K -$175K -12,923 -90%
AW
150
Avion Wealth
Texas
$20K +$20K +1,500 New
4 5
6
7 8