WSR

Whitestone REIT
WSR

Overview Fund Activity

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$11.9M
2
HCM
2
HGI Capital Management
New York
$2.05M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$13.4M
4
RAM
4
Roumell Asset Management
Maryland
$1.18M
5
CAM
5
ClariVest Asset Management
California
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
FIG
2
Fortress Investment Group
New York
$0
3
ECM
3
ExodusPoint Capital Management
New York
$7.11M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
GC
5
Globeflex Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Group One Trading
151
Group One Trading
Illinois
$2.08K 166 -2,227 -93%
LC
152
Lindbrook Capital
California
$1.86K 148 – –
FFA
153
Farther Finance Advisors
California
$1.81K 148 – –
GRP
154
Global Retirement Partners
California
$1.47K 117 – –
CFM
155
Catalyst Funds Management
Australia
$1.26K 100 +100 New
RAM
156
Riggs Asset Management
Pennsylvania
$979 78 +78 New
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$377 30 – –
PTC
158
Private Trust Company
Ohio
$251 20 – –
PFBT
159
Parkside Financial Bank & Trust
Missouri
$251 20 – –
AWM
160
Avior Wealth Management
Nebraska
$213 17 +17 New
RIL
161
Rothschild Investment LLC
Illinois
$126 10 +10 New
FIG
162
Fortress Investment Group
New York
– – -739,414 Closed
Nordea Investment Management
163
Nordea Investment Management
Sweden
– – -201,877 Closed
GC
164
Globeflex Capital
California
– – -96,225 Closed
CIC
165
Cornercap Investment Counsel
Georgia
– – -70,539 Closed
EI
166
EAM Investors
California
– – -66,073 Closed
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
– – -48,379 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
– – -45,857 Closed
Citadel Advisors
169
Citadel Advisors
Florida
– – -38,962 Closed
NYLIM
170
New York Life Investment Management
New York
– – -37,538 Closed
GCP
171
GSA Capital Partners
United Kingdom
– – -35,491 Closed
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
– – -23,781 Closed
Squarepoint
173
Squarepoint
New York
– – -20,413 Closed
AHL
174
Abel Hall LLC
Louisiana
– – -15,897 Closed
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
– – -11,064 Closed
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7
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