WSR

Whitestone REIT
WSR

Overview Fund Activity

166 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+5
Holders Change %
+3.11%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
67
Reduced
49
Closed
20
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K

Top Buyers

1
BFM
1
Boothbay Fund Management
New York
$16.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
RAM
3
Roumell Asset Management
Maryland
$2.56M
4
KAS
4
Kestra Advisory Services
Texas
$1.18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.03M

Top Sellers

1
ECM
1
ExodusPoint Capital Management
New York
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$1.01M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.32M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$71.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
151
Simplex Trading
Illinois
$5K +$5K +402 New
EWA
152
EverSource Wealth Advisors
Alabama
$4.17K – – –
CFM
153
Catalyst Funds Management
Australia
$3.99K +$2.66K +200 +200%
AF
154
Allworth Financial
California
$3.93K +$293 +21 +8%
LC
155
Lindbrook Capital
California
$3.43K +$1.46K +110 +74%
C
156
Covestor
United Kingdom
$3K +$3K +193 New
SAM
157
Smartleaf Asset Management
Massachusetts
$2.21K +$2.21K +170 New
HNB
158
Huntington National Bank
Ohio
$1.88K -$1.32K -99 -41%
Loomis, Sayles & Company
159
Loomis, Sayles & Company
Massachusetts
$1K +$1K +105 New
UB
160
UMB Bank
Missouri
$852 +$852 +64 New
RIL
161
Rothschild Investment LLC
Illinois
$666 +$533 +40 +400%
CPG
162
Cornerstone Planning Group
New Jersey
$642 +$642 +50 New
IAIM
163
International Assets Investment Management
Florida
$612 +$612 +46 New
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$399 – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$280 +$280 +21 New
PFBT
166
Parkside Financial Bank & Trust
Missouri
$267 – – –
ECM
167
ExodusPoint Capital Management
New York
– -$7.11M -566,229 Closed
Truist Financial
168
Truist Financial
North Carolina
– -$412K -32,791 Closed
SPS
169
Susquehanna Portfolio Strategies
Pennsylvania
– -$382K -30,406 Closed
MWA
170
Monograph Wealth Advisors
California
– -$377K -30,000 Closed
AIG
171
American International Group
New York
– -$328K -26,170 Closed
Verition Fund Management
172
Verition Fund Management
Connecticut
– -$232K -18,485 Closed
MGP
173
M&G plc
United Kingdom
– -$170K -13,079 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
– -$147K -11,686 Closed
Cerity Partners
175
Cerity Partners
New York
– -$145K -11,537 Closed
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