WSR

Whitestone REIT
WSR

Overview Fund Activity

195 hedge funds and large institutions have $460M invested in Whitestone REIT in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
63
Reduced
51
Closed
21
Calls
$740K
Puts
$34K
Net Calls
+$706K
Net Calls Change
+$129K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$8.56M
2
BlackRock
2
BlackRock
New York
$112M
3
SSA
3
Schonfeld Strategic Advisors
New York
$4.6M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$4.15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.26M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$722K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$668K
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Jane Street
4
Jane Street
New York
$345K
5
Goldman Sachs
5
Goldman Sachs
New York
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
126
RW Investment Management
Idaho
$168K – – –
Creative Planning
127
Creative Planning
Kansas
$166K +$3.66K +258 +2%
JSW
128
Journey Strategic Wealth
New Jersey
$163K – – –
NW
129
Naviter Wealth
Arkansas
$162K -$29.7K -2,099 -15%
First Trust Advisors
130
First Trust Advisors
Illinois
$159K +$159K +11,194 New
Lazard Asset Management
131
Lazard Asset Management
New York
$155K +$104K +7,388 +205%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$150K -$47.2K -3,334 -24%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$149K +$2.83K +200 +2%
PFSRSONJ
134
Police & Firemen's Retirement System of New Jersey
New Jersey
$146K +$146K +10,335 New
ET
135
Entropy Technologies
New York
$146K +$146K +10,284 New
Citadel Advisors
136
Citadel Advisors
Florida
$137K +$137K +9,659 New
QCG
137
Quadrant Capital Group
Ohio
$136K -$850 -60 -0.6%
SO
138
STRS Ohio
Ohio
$130K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$120K -$33.1K -2,333 -22%
KK
140
KLP Kapitalforvaltning
Norway
$119K +$119K +8,400 New
VI
141
Vestcor Inc
New Brunswick, Canada
$116K +$14.7K +1,039 +14%
US Bancorp
142
US Bancorp
Minnesota
$105K +$18.4K +1,301 +21%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$103K -$51.7K -3,649 -33%
AIP
144
Ameritas Investment Partners
Nebraska
$68.5K – – –
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$62.1K -$7.44K -525 -11%
BWL
146
Bogart Wealth LLC
Virginia
$60.8K – – –
CCM
147
Copeland Capital Management
Pennsylvania
$55.4K +$55.4K +3,913 New
SOW
148
State of Wyoming
Wyoming
$54.8K +$54.8K +3,866 New
QL
149
Quarry LP
New York
$47.6K +$47.6K +3,362 New
Loomis, Sayles & Company
150
Loomis, Sayles & Company
Massachusetts
$47K -$1.44K -101 -3%
4 5
6
7 8