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 %
HB
176
Horizon Bancorp
Indiana
$6K – – –
HCA
177
Harbor Capital Advisors
Illinois
$5K -$66 -5 -1%
EWA
178
EverSource Wealth Advisors
Alabama
$4.28K – – –
WWM
179
Wolff Wiese Magana
California
$4.25K – – –
AF
180
Allworth Financial
California
$3.77K – – –
LC
181
Lindbrook Capital
California
$3.25K – – –
MFG
182
Menard Financial Group
Texas
$3.03K +$3.03K +214 New
BIG
183
Brooklyn Investment Group
New York
$2.58K +$2.58K +183 New
Group One Trading
184
Group One Trading
Illinois
$2.35K -$7.08K -500 -75%
Bessemer Group
185
Bessemer Group
New Jersey
$2K – – –
HNB
186
Huntington National Bank
Ohio
$2K – – –
UB
187
UMB Bank
Missouri
$2K – – –
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$1.8K +$113 +8 +7%
RIL
189
Rothschild Investment LLC
Illinois
$1.42K – – –
CPG
190
Cornerstone Planning Group
New Jersey
$676 – – –
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$425 – – –
S
192
SignatureFD
Georgia
$411 +$411 +29 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$284 – – –
IA
194
IFP Advisors
Florida
$198 +$198 +14 New
DF
195
Dunhill Financial
United Kingdom
$47 – – –
Arrowstreet Capital
196
Arrowstreet Capital
Massachusetts
– -$2.29M -168,963 Closed
GCP
197
GSA Capital Partners
United Kingdom
– -$753K -55,680 Closed
SPA
198
Sherbrooke Park Advisers
New York
– -$420K -31,049 Closed
VPIM
199
Vanguard Personalized Indexing Management
California
– -$360K -26,608 Closed
OAM
200
Oxford Asset Management
United Kingdom
– -$349K -25,818 Closed
5 6 7
8
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