WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $258M invested in Whitestone REIT in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 31 closing their positions.

Holders
160
Holders Change
-16
Holders Change %
-9.09%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
64
Reduced
49
Closed
31
Calls
$3.48M
Puts
$456K
Net Calls
+$3.02M
Net Calls Change
-$604K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.05M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.82M
3
Axa
3
Axa
France
$736K
4
CP
4
CenterBook Partners
Connecticut
$1.46M
5
DWM
5
Dakota Wealth Management
Florida
$632K

Top Sellers

1
DG
1
DigitalBridge Group
Florida
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$0
3
HS
3
Hazelview Securities
Ontario, Canada
$6.42M
4
LOAMU
4
Lombard Odier Asset Management (USA)
New York
$0
5
BlackRock
5
BlackRock
New York
$64.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
151
EverSource Wealth Advisors
Alabama
$3K 302 – –
PFBT
152
Parkside Financial Bank & Trust
Missouri
$3K 315 – –
GWS
153
Glassman Wealth Services
Virginia
$1K 88 – –
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$1K 76 +76 New
WFA
155
Wipfli Financial Advisors
Wisconsin
$1K 158 +158 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$106 10,574 -36 -0.3%
MGIM
157
M&G Investment Management
United Kingdom
$100 12,502 +12,502 New
DG
158
DigitalBridge Group
Florida
– – -575,464 Closed
Acadian Asset Management
159
Acadian Asset Management
Massachusetts
– – -272,705 Closed
LOAMU
160
Lombard Odier Asset Management (USA)
New York
– – -150,000 Closed
EGI
161
EAM Global Investors
California
– – -106,436 Closed
First Trust Advisors
162
First Trust Advisors
Illinois
– – -77,602 Closed
EI
163
EAM Investors
California
– – -72,875 Closed
PCM
164
Prelude Capital Management
New York
– – -66,434 Closed
FIM
165
Freedom Investment Management
Connecticut
– – -36,448 Closed
SEI Investments
166
SEI Investments
Pennsylvania
– – -28,178 Closed
Belvedere Trading
167
Belvedere Trading
Illinois
– – -25,393 Closed
EGM
168
Engineers Gate Manager
New York
– – -22,890 Closed
AssetMark Inc
169
AssetMark Inc
California
– – -21,961 Closed
Natixis Advisors
170
Natixis Advisors
Massachusetts
– – -20,980 Closed
SG Americas Securities
171
SG Americas Securities
New York
– – -20,845 Closed
MSRPS
172
Maryland State Retirement & Pension System
Maryland
– – -18,881 Closed
HighTower Advisors
173
HighTower Advisors
Illinois
– – -13,874 Closed
ZCM
174
Zebra Capital Management
Connecticut
– – -13,813 Closed
NYLIM
175
New York Life Investment Management
New York
– – -13,637 Closed
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