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.

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 Market Value Shares Shares
Change 		Shares
Change %
CPG
176
Cornerstone Planning Group
New Jersey
$708 50 – –
BTI
177
Blue Trust Inc
Georgia
$466 35 +35 New
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$406 30 – –
PFBT
179
Parkside Financial Bank & Trust
Missouri
$271 20 – –
CPA
180
Capital Performance Advisors
California
$68 5 +5 New
IAIM
181
International Assets Investment Management
Florida
$46 622 +576 +1,252%
DF
182
Dunhill Financial
United Kingdom
$45 3 +3 New
First Trust Advisors
183
First Trust Advisors
Illinois
– – -138,593 Closed
KAS
184
Kestra Advisory Services
Texas
– – -88,870 Closed
AQR Capital Management
185
AQR Capital Management
Connecticut
– – -75,745 Closed
DWM
186
Dakota Wealth Management
Florida
– – -64,819 Closed
TPSF
187
Texas Permanent School Fund
Texas
– – -59,340 Closed
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
– – -41,266 Closed
SOW
189
State of Wyoming
Wyoming
– – -16,761 Closed
Wellington Management Group
190
Wellington Management Group
Massachusetts
– – -15,774 Closed
OAC
191
OMERS Administration Corp
Ontario, Canada
– – -13,300 Closed
Citadel Advisors
192
Citadel Advisors
Florida
– – -13,037 Closed
XT
193
XTX Topco
Cayman Islands
– – -12,846 Closed
COPPSERS
194
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– – -10,227 Closed
FM
195
Foster & Motley
Ohio
– – -10,189 Closed
Simplex Trading
196
Simplex Trading
Illinois
– – -402 Closed
CFGS
197
Concourse Financial Group Securities
Alabama
– – – –
4 5 6 7
8