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WSR

Whitestone REIT
WSR

150 hedge funds and large institutions have $203M invested in Whitestone REIT in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

19% more funds holding

Funds holding: 126 → 150 (+24)

4.53% more ownership

Funds ownership: 53.56% → 58.09% (+4.5%)

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

4% more call options, than puts

Call options by funds: $574K | Put options by funds: $553K

8% less capital invested

Capital invested by funds: $220M → $203M (-$17M)

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
45
Reduced
43
Closed
10
Calls
$574K
Puts
$553K
Net Calls
+$21K
Net Calls Change
-$501K

Top Buyers

1
BlackRock
BlackRock
New York
+$4.51M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.72M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.48M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.32M
5
Millennium Management
Millennium Management
New York
+$2.22M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$17.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.41M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.16M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.03M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
151
California Public Employees Retirement System
California
– -$792K -81,700 Closed
Federated Hermes
152
Federated Hermes
Pennsylvania
– -$670K -69,093 Closed
TF
153
TIAA FSB
Florida
– -$232K -23,915 Closed
Axa
154
Axa
France
– -$152K -15,700 Closed
MIM
155
MetLife Investment Management
New Jersey
– -$64.5K -6,647 Closed
WAP
156
Wealthcare Advisory Partners
Pennsylvania
– -$15K -1,597 Closed
CAC
157
Certified Advisory Corp
Florida
– -$8K -800 Closed
VFA
158
Valeo Financial Advisors
Indiana
– -$3K -292 Closed
Fidelity Investments
159
Fidelity Investments
Massachusetts
– +$270 +30 New
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