WSR

Whitestone REIT
WSR

Overview Fund Activity

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K

Top Buyers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$3.82M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$4.95M
3
GCP
3
GSA Capital Partners
United Kingdom
$1.33M
4
HF
4
HRT Financial
New York
$1.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.55M

Top Sellers

1
CC
1
Conversant Capital
New Jersey
$0
2
NAM
2
Nexpoint Asset Management
Texas
$10.9M
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$784K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.73M
5
BlackRock
5
BlackRock
New York
$72M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
151
Parkside Financial Bank & Trust
Missouri
$2.9K 315 – –
EWA
152
EverSource Wealth Advisors
Alabama
$2.78K 302 – –
AF
153
Allworth Financial
California
$1.61K 175 – –
PA
154
Parallel Advisors
California
$1.06K 115 +115 New
GRP
155
Global Retirement Partners
California
$1.01K 117 +117 New
FFA
156
Farther Finance Advisors
California
$782 85 – –
GWS
157
Glassman Wealth Services
Virginia
$534 58 – –
AAS
158
Ameritas Advisory Services
Nebraska
$445 50 +50 New
IAIM
159
International Assets Investment Management
Florida
$423 46 +46 New
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$276 30 – –
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$266 28,978 – –
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$175 19 – –
CC
163
Conversant Capital
New Jersey
– – -2,253,070 Closed
Lido Advisors
164
Lido Advisors
California
– – -36,281 Closed
MGIM
165
M&G Investment Management
United Kingdom
– – -24,016 Closed
ECM
166
Everence Capital Management
Indiana
– – -22,660 Closed
Squarepoint
167
Squarepoint
New York
– – -22,558 Closed
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
– – -14,593 Closed
Simplex Trading
169
Simplex Trading
Illinois
– – -14,195 Closed
Victory Capital Management
170
Victory Capital Management
Texas
– – -10,149 Closed
HSBC Holdings
171
HSBC Holdings
United Kingdom
– – -10,032 Closed
Bessemer Group
172
Bessemer Group
New Jersey
– – -8,000 Closed
SFM
173
Spartan Fund Management
Canada
– – -4,762 Closed
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
– – -2,580 Closed
SWA
175
Sutton Wealth Advisors
Florida
– – -1,028 Closed
4 5 6
7
8