WSR

Whitestone REIT
WSR

Overview Fund Activity

152 hedge funds and large institutions have $287M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
63
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.1M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$7.2M
3
BlackRock
3
BlackRock
New York
$76.5M
4
Invesco
4
Invesco
Georgia
$5.08M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.32M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$190K
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Charles Schwab
3
Charles Schwab
California
$2.22M
4
JCIA
4
Jackson Creek Investment Advisors
Colorado
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.55M
Name Market Value Shares Shares
Change 		Shares
Change %
JCIA
151
Jackson Creek Investment Advisors
Colorado
– – -113,983 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
152
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -105,800 Closed
Arrowstreet Capital
153
Arrowstreet Capital
Massachusetts
– – -52,175 Closed
HSBC Holdings
154
HSBC Holdings
United Kingdom
– – -40,170 Closed
QP
155
Quilter Plc
United Kingdom
– – -18,316 Closed
EMG
156
ETF Managers Group
New Jersey
– – -15,557 Closed
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
– – -11,217 Closed
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
– – -11,010 Closed
HS
159
HighVista Strategies
Massachusetts
– – -10,300 Closed
Simplex Trading
160
Simplex Trading
Illinois
– – -9,624 Closed
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
– – -9,600 Closed
OSAM
162
O'Shaughnessy Asset Management
Connecticut
– – -3,241 Closed
PHK
163
Point72 Hong Kong
Hong Kong
– – -3,019 Closed
ZB
164
Zions Bancorporation
Utah
– – -3,000 Closed
MAM
165
Meeder Asset Management
Ohio
– – -2,162 Closed
ST
166
Sageworth Trust
Pennsylvania
$0 39 -131 -77%
HI
167
Harbour Investments
Wisconsin
– – -24 Closed
FGAM
168
Financial Gravity Asset Management
Texas
– – -6 Closed
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
– – – –
CFGS
170
Concourse Financial Group Securities
Alabama
– – – –
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$0 5 +5 New
3 4 5 6
7