WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$13.7M
2
DG
2
DigitalBridge Group
Florida
$4.57M
3
FP
3
Foundry Partners
Minnesota
$4.33M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$8.72M
5
Barclays
5
Barclays
United Kingdom
$2.12M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.17M
2
BlackRock
2
BlackRock
New York
$74.3M
3
Millennium Management
3
Millennium Management
New York
$194K
4
NAM
4
Nexpoint Asset Management
Texas
$8.43M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
151
EverSource Wealth Advisors
Alabama
$2.91K 302 – –
AF
152
Allworth Financial
California
$2.51K 261 +86 +49%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$1.32K 137 +137 New
GRP
154
Global Retirement Partners
California
$1.08K 117 – –
FFA
155
Farther Finance Advisors
California
$819 85 – –
GWS
156
Glassman Wealth Services
Virginia
$559 58 – –
TAM
157
Tucker Asset Management
Colorado
$385 40 -100 -71%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$289 30 – –
PTC
159
Private Trust Company
Ohio
$193 20 +20 New
GCP
160
GSA Capital Partners
United Kingdom
– – -178,201 Closed
Two Sigma Investments
161
Two Sigma Investments
New York
– – -89,460 Closed
ECM
162
ExodusPoint Capital Management
New York
– – -35,387 Closed
CIM
163
Cambria Investment Management
California
– – -33,953 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
164
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -28,500 Closed
Jane Street
165
Jane Street
New York
– – -21,353 Closed
AG
166
Algert Global
California
– – -13,247 Closed
DA
167
Denali Advisors
California
– – -12,300 Closed
Creative Planning
168
Creative Planning
Kansas
– – -11,604 Closed
GCM
169
Graham Capital Management
Connecticut
– – -10,322 Closed
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
– – -10,047 Closed
Loomis, Sayles & Company
171
Loomis, Sayles & Company
Massachusetts
– – -47 Closed
S
172
SignatureFD
Georgia
– – -23 Closed
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
– – -19 Closed
C
174
Covestor
United Kingdom
$0 1 -4 -80%
CFGS
175
Concourse Financial Group Securities
Alabama
– – – –
4 5 6
7
8