WSR

Whitestone REIT
WSR

Overview Fund Activity

195 hedge funds and large institutions have $460M invested in Whitestone REIT in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
63
Reduced
51
Closed
21
Calls
$740K
Puts
$34K
Net Calls
+$706K
Net Calls Change
+$129K

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$8.56M
2
BlackRock
2
BlackRock
New York
$112M
3
SSA
3
Schonfeld Strategic Advisors
New York
$4.6M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$4.15M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.26M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$722K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$668K
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Jane Street
4
Jane Street
New York
$345K
5
Goldman Sachs
5
Goldman Sachs
New York
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Chilton Capital Management
Texas
$36K +$36K +2,538 New
MCM
152
Manchester Capital Management
Vermont
$35.7K – – –
GI
153
GAMMA Investing
California
$32.1K +$1.79K +126 +6%
PD
154
Point72 (DIFC)
United Arab Emirates
$31.1K +$31.1K +2,197 New
SCM
155
Sterling Capital Management
North Carolina
$22.2K +$19.8K +1,394 +815%
AW
156
Avion Wealth
Texas
$21K – – –
RA
157
Rise Advisors
New York
$19.2K +$170 +12 +0.9%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$17K -$111K -7,820 -87%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$16.6K -$6.45K -460 -28%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$16.1K – – –
SAM
161
Smartleaf Asset Management
Massachusetts
$16K +$4.85K +344 +44%
SIS
162
Sound Income Strategies
Florida
$15.1K – – –
Osaic Holdings
163
Osaic Holdings
Arizona
$11.7K -$9.28K -655 -44%
LFA
164
LGT Financial Advisors
Texas
$11.5K – – –
MCM
165
MAI Capital Management
Ohio
$10.9K +$10.9K +772 New
GFM
166
GF Fund Management
China
$10.9K +$10.9K +767 New
DAM
167
Delta Asset Management
Tennessee
$10.3K – – –
PAS
168
Point72 Asia (Singapore)
Singapore
$9.96K +$9.96K +703 New
VWM
169
Venturi Wealth Management
Texas
$9.24K – – –
VCM
170
Versant Capital Management
Arizona
$9.21K +$3.8K +268 +70%
FFA
171
Farther Finance Advisors
California
$7.68K +$1.3K +92 +20%
AAP
172
Arax Advisory Partners
Colorado
$7.58K – – –
GRP
173
Global Retirement Partners
California
$7.33K – – –
C
174
Covestor
United Kingdom
$7K – – –
CFGS
175
Concourse Financial Group Securities
Alabama
$6.68K +$6.68K +500 New
5 6
7
8 9