WSR

Whitestone REIT
WSR

Overview Fund Activity

182 hedge funds and large institutions have $416M invested in Whitestone REIT in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
54
Reduced
65
Closed
14
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.18M
2
Charles Schwab
2
Charles Schwab
California
$5.77M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.96M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.29M
5
HCM
5
HGI Capital Management
New York
$4.18M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$10.9M
2
FP
2
Foundry Partners
Minnesota
$7.55M
3
BlackRock
3
BlackRock
New York
$102M
4
DG
4
DigitalBridge Group
Florida
$2.55M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
151
Rise Advisors
New York
$18.2K +$176 +13 +1%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$15.4K +$812 +60 +6%
SIS
153
Sound Income Strategies
Florida
$14.4K – – –
LFA
154
LGT Financial Advisors
Texas
$10.9K – – –
SAM
155
Smartleaf Asset Management
Massachusetts
$10.6K +$8.31K +618 +364%
DAM
156
Delta Asset Management
Tennessee
$9.81K – – –
Group One Trading
157
Group One Trading
Illinois
$9.01K +$9.01K +666 New
VWM
158
Venturi Wealth Management
Texas
$8.82K +$8.82K +652 New
AAP
159
Arax Advisory Partners
Colorado
$7.24K – – –
C
160
Covestor
United Kingdom
$7K +$4.43K +333 +173%
GRP
161
Global Retirement Partners
California
$7K -$41 -3 -0.6%
FFA
162
Farther Finance Advisors
California
$6.09K +$392 +29 +7%
VCM
163
Versant Capital Management
Arizona
$5.17K – – –
HB
164
Horizon Bancorp
Indiana
$5K – – –
HCA
165
Harbor Capital Advisors
Illinois
$5K +$5K +386 New
EWA
166
EverSource Wealth Advisors
Alabama
$4.09K – – –
WWM
167
Wolff Wiese Magana
California
$4.06K +$4.06K +300 New
AF
168
Allworth Financial
California
$3.82K – – –
LC
169
Lindbrook Capital
California
$3.1K -$392 -29 -11%
SCM
170
Sterling Capital Management
North Carolina
$2.31K +$2.31K +171 New
Bessemer Group
171
Bessemer Group
New Jersey
$2K +$2K +150 New
HNB
172
Huntington National Bank
Ohio
$1.91K – – –
UB
173
UMB Bank
Missouri
$1.91K +$1.04K +77 +120%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$1.61K +$1.33K +98 +467%
RIL
175
Rothschild Investment LLC
Illinois
$1.35K +$677 +50 +100%
4 5 6
7
8