WSR

Whitestone REIT
WSR

Overview Fund Activity

75 hedge funds and large institutions have $94.4M invested in Whitestone REIT in 2013 Q2 according to their latest regulatory filings, with 75 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
75
Holders Change
+75
Holders Change %
–
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
75
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$38K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.1M
2
FM
2
Forward Management
California
$10.2M
3
BFA
3
BlackRock Fund Advisors
California
$6.87M
4
BIT
4
BlackRock Institutional Trust
California
$5.7M
5
NC
5
NBW Capital
Massachusetts
$4.78M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.1M 1,593,945 +1,593,945 New
FM
2
Forward Management
California
$10.2M 645,200 +645,200 New
BFA
3
BlackRock Fund Advisors
California
$6.87M 435,937 +435,937 New
BIT
4
BlackRock Institutional Trust
California
$5.7M 361,451 +361,451 New
NC
5
NBW Capital
Massachusetts
$4.78M 303,403 +303,403 New
Northern Trust
6
Northern Trust
Illinois
$3.81M 241,956 +241,956 New
State Street
7
State Street
Massachusetts
$3.18M 201,725 +201,725 New
Ameriprise
8
Ameriprise
Minnesota
$3.17M 201,962 +201,962 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.89M 183,267 +183,267 New
Lazard Asset Management
10
Lazard Asset Management
New York
$2.31M 146,475 +146,475 New
Morgan Stanley
11
Morgan Stanley
New York
$2.24M 142,164 +142,164 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.02M 128,242 +128,242 New
Wells Fargo
13
Wells Fargo
California
$1.81M 114,950 +114,950 New
SONJCPFE
14
State of New Jersey Common Pension Fund E
New Jersey
$1.58M 100,000 +100,000 New
TCIM
15
TIAA CREF Investment Management
New York
$1.27M 80,389 +80,389 New
TA
16
Teachers Advisors
New York
$1.09M 68,817 +68,817 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.04M 66,247 +66,247 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.04M 65,970 +65,970 New
Wellington Management Group
19
Wellington Management Group
Massachusetts
$1.02M 64,800 +64,800 New
Asset Management One
20
Asset Management One
Japan
$1.01M 64,106 +64,106 New
WCM
21
Wedge Capital Management
North Carolina
$933K 59,200 +59,200 New
BIM
22
BlackRock Investment Management
Delaware
$927K 58,841 +58,841 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$728K 46,185 +46,185 New
TIAAOA
24
Teachers Insurance & Annuity Association of America
New York
$724K 45,930 +45,930 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$709K 44,961 +44,961 New
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