WSR

Whitestone REIT
WSR

Overview Fund Activity

158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K

Top Buyers

1
BlackRock
1
BlackRock
New York
$75.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$5.62M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.2M
4
KCM
4
Kennedy Capital Management
Missouri
$5.45M
5
FM
5
Foster & Motley
Ohio
$1.03M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$577K
2
Charles Schwab
2
Charles Schwab
California
$1.25M
3
CP
3
CenterBook Partners
Connecticut
$0
4
HS
4
Hazelview Securities
Ontario, Canada
$5.73M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
151
Glassman Wealth Services
Virginia
$559 -$289 -30 -34%
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$289 – – –
ECM
153
Everence Capital Management
Indiana
$218 -$348 -36,150 -61%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$183 -$4.61K -479 -96%
LC
155
Lindbrook Capital
California
$183 +$183 +19 New
MYAM
156
Meiji Yasuda Asset Management
Japan
$126 – – –
CP
157
CenterBook Partners
Connecticut
– -$1.46M -172,883 Closed
Jacobs Levy Equity Management
158
Jacobs Levy Equity Management
New Jersey
– -$1.19M -140,407 Closed
JF
159
Jump Financial
Illinois
– -$436K -51,600 Closed
Stifel Financial
160
Stifel Financial
Missouri
– -$383K -45,231 Closed
HF
161
HRT Financial
New York
– -$178K -21,123 Closed
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$166K -19,609 Closed
GCM
163
Graham Capital Management
Connecticut
– -$128K -15,231 Closed
YIH
164
Y-Intercept (HK)
Hong Kong
– -$115K -13,611 Closed
Truist Financial
165
Truist Financial
North Carolina
– -$115K -13,589 Closed
VI
166
Vestcor Inc
New Brunswick, Canada
– -$105K -12,434 Closed
ECM
167
Evergreen Capital Management
Washington
– -$105K -12,422 Closed
LSV Asset Management
168
LSV Asset Management
Illinois
– -$92K -10,900 Closed
QC
169
Quantedge Capital
Singapore
– -$90K -10,600 Closed
MOACM
170
Mutual of America Capital Management
New York
– -$78K -9,233 Closed
PHK
171
Point72 Hong Kong
Hong Kong
– -$33K -3,865 Closed
PI
172
PEAK6 Investments
Illinois
– -$26K -3,125 Closed
PTC
173
Private Trust Company
Ohio
– -$20K -2,375 Closed
MAM
174
Meeder Asset Management
Ohio
– -$12K -1,362 Closed
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