WSR

Whitestone REIT
WSR

Overview Fund Activity

164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.9M
2
ECM
2
ExodusPoint Capital Management
New York
$10.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.2M
4
FP
4
Foundry Partners
Minnesota
$9.92M
5
BFM
5
Boothbay Fund Management
New York
$8.9M

Top Sellers

1
FIG
1
Fortress Investment Group
New York
$9.09M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.1M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HB
151
Horizon Bancorp
Indiana
$5K 385 – –
VCM
152
Versant Capital Management
Arizona
$4.7K 382 -152 -28%
EWA
153
EverSource Wealth Advisors
Alabama
$3.71K 302 – –
AF
154
Allworth Financial
California
$3.21K 261 – –
HNB
155
Huntington National Bank
Ohio
$2.95K 240 +240 New
FFA
156
Farther Finance Advisors
California
$1.82K 148 +63 +74%
LC
157
Lindbrook Capital
California
$1.82K 148 +148 New
GRP
158
Global Retirement Partners
California
$1.44K 117 – –
GWS
159
Glassman Wealth Services
Virginia
$713 58 – –
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$369 30 – –
PFBT
161
Parkside Financial Bank & Trust
Missouri
$246 20 -295 -94%
PTC
162
Private Trust Company
Ohio
$246 20 – –
FGAM
163
Financial Gravity Asset Management
Texas
$58 5 +5 New
HIM
164
Hillsdale Investment Management
Ontario, Canada
– – -374,300 Closed
CCIA
165
Campbell & Co Investment Adviser
Maryland
– – -89,914 Closed
PI
166
Putnam Investments
Massachusetts
– – -37,700 Closed
Walleye Capital
167
Walleye Capital
New York
– – -36,389 Closed
B
168
Bailard
California
– – -33,000 Closed
CG
169
Clarus Group
Texas
– – -32,293 Closed
SG Americas Securities
170
SG Americas Securities
New York
– – -27,602 Closed
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
– – -20,639 Closed
Millennium Management
172
Millennium Management
New York
– – -20,163 Closed
VI
173
Versor Investments
New York
– – -18,800 Closed
JF
174
Jump Financial
Illinois
– – -17,826 Closed
QC
175
Quadrature Capital
United Kingdom
– – -16,694 Closed
4 5 6
7
8