WSR

Whitestone REIT
WSR

Overview Fund Activity

176 hedge funds and large institutions have $340M invested in Whitestone REIT in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
176
Holders Change
+14
Holders Change %
+8.64%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
56
Reduced
56
Closed
15
Calls
$3.82M
Puts
$194K
Net Calls
+$3.63M
Net Calls Change
+$637K

Top Buyers

1
CC
1
Conversant Capital
New Jersey
$23.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.2M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$3.39M
4
BlackRock
4
BlackRock
New York
$83.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.84M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.26M
2
NAM
2
Nexpoint Asset Management
Texas
$17.4M
3
AFM
3
Anson Funds Management
Texas
$0
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$0
5
DG
5
DigitalBridge Group
Florida
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
176
U.S. Capital Wealth Advisors
Texas
– – -291,125 Closed
Citadel Advisors
177
Citadel Advisors
Florida
– – -158,769 Closed
CANY
178
Caxton Associates (New York)
New York
– – -63,301 Closed
CCIA
179
Campbell & Co Investment Adviser
Maryland
– – -17,605 Closed
TWM
180
Triton Wealth Management
Arizona
– – -13,211 Closed
FC
181
FORA Capital
Florida
– – -11,922 Closed
ProShare Advisors
182
ProShare Advisors
Maryland
– – -10,234 Closed
1832 Asset Management
183
1832 Asset Management
Ontario, Canada
– – -2,905 Closed
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
– – -2,552 Closed
Lazard Asset Management
185
Lazard Asset Management
New York
– – -2,276 Closed
MCC
186
Money Concepts Capital
Florida
– – -712 Closed
M1FG
187
Mach-1 Financial Group
Arkansas
– – -200 Closed
PA
188
Parallel Advisors
California
– – -115 Closed
Toronto Dominion Bank
189
Toronto Dominion Bank
Ontario, Canada
– – -5 Closed
Wolverine Trading
190
Wolverine Trading
Illinois
– – – –
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
– – – –
Jane Street
192
Jane Street
New York
– – – –
STCOSD
193
Sageworth Trust Company of South Dakota
South Dakota
$0 21 – –
CFGS
194
Concourse Financial Group Securities
Alabama
– – – –
BTI
195
Blue Trust Inc
Georgia
$0 35 +35 New
4 5 6 7
8