WSR

Whitestone REIT
WSR

Overview Fund Activity

176 hedge funds and large institutions have $340M invested in Whitestone REIT in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
176
Holders Change
+14
Holders Change %
+8.64%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
56
Reduced
56
Closed
15
Calls
$3.82M
Puts
$194K
Net Calls
+$3.63M
Net Calls Change
+$637K

Top Buyers

1
CC
1
Conversant Capital
New Jersey
$23.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.2M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$3.39M
4
BlackRock
4
BlackRock
New York
$83.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.84M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.26M
2
NAM
2
Nexpoint Asset Management
Texas
$17.4M
3
AFM
3
Anson Funds Management
Texas
$0
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$0
5
DG
5
DigitalBridge Group
Florida
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
151
Charter Oak Capital Management
New Hampshire
$22K 2,080 – –
LFG
152
Larson Financial Group
Missouri
$22K 2,020 +2,020 New
MAM
153
Meeder Asset Management
Ohio
$19K 1,792 -223 -11%
IA
154
IFP Advisors
Florida
$19K 450 – –
APA
155
American Portfolios Advisors
New York
$16.1K 1,500 – –
TWA
156
TCI Wealth Advisors
Arizona
$13K 1,190 -201 -14%
SWA
157
Sutton Wealth Advisors
Florida
$11.1K 1,028 -9 -0.9%
SIS
158
Sound Income Strategies
Florida
$11K 1,065 – –
HIM
159
Hillsdale Investment Management
Ontario, Canada
$10K 900 +900 New
LC
160
Lindbrook Capital
California
$9K 838 +54 +7%
FPS
161
Fieldpoint Private Securities
Connecticut
$8K 775 -285 -27%
VCM
162
Versant Capital Management
Arizona
$7K 672 – –
S
163
SignatureFD
Georgia
$5K 507 -124 -20%
HMS
164
Hanseatic Management Services
New Mexico
$5K 442 – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$5K 498 – –
US Bancorp
166
US Bancorp
Minnesota
$5K 459 +195 +74%
EWA
167
EverSource Wealth Advisors
Alabama
$3K 302 – –
PFBT
168
Parkside Financial Bank & Trust
Missouri
$3K 315 – –
FGAM
169
Financial Gravity Asset Management
Texas
$2.53K 220 +220 New
PHK
170
Point72 Hong Kong
Hong Kong
$2K 204 -3,848 -95%
AF
171
Allworth Financial
California
$2K 175 – –
EI
172
Ellevest Inc
New York
$1K 54 -435 -89%
GWS
173
Glassman Wealth Services
Virginia
$1K 88 – –
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$117 10,610 -7,872 -43%
AFM
175
Anson Funds Management
Texas
– – -319,000 Closed
4 5 6
7
8