WSR

Whitestone REIT
WSR

Overview Fund Activity

78 hedge funds and large institutions have $88.7M invested in Whitestone REIT in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFMS
1
Trust & Fiduciary Management Services
Massachusetts
$1.34M
2
BCM
2
Bridgeway Capital Management
Texas
$1.14M
3
Ameriprise
3
Ameriprise
Minnesota
$3.99M
4
BFA
4
BlackRock Fund Advisors
California
$7.29M
5
BIT
5
BlackRock Institutional Trust
California
$6.14M

Top Sellers

1
FM
1
Forward Management
California
$7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$404K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$620K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.4M 1,588,805 -5,140 -0.3%
BFA
2
BlackRock Fund Advisors
California
$7.29M 494,826 +58,889 +14%
FM
3
Forward Management
California
$7M 475,000 -170,200 -26%
BIT
4
BlackRock Institutional Trust
California
$6.14M 416,692 +55,241 +15%
NC
5
NBW Capital
Massachusetts
$4.52M 306,644 +3,241 +1%
Ameriprise
6
Ameriprise
Minnesota
$3.99M 271,244 +69,282 +34%
Northern Trust
7
Northern Trust
Illinois
$3.58M 243,294 +1,338 +0.6%
State Street
8
State Street
Massachusetts
$3.28M 222,362 +20,637 +10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.5M 169,805 -13,462 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2M 135,530 +7,288 +6%
Wells Fargo
11
Wells Fargo
California
$1.65M 112,028 -2,922 -3%
SONJCPFE
12
State of New Jersey Common Pension Fund E
New Jersey
$1.62M 110,000 +10,000 +10%
TFMS
13
Trust & Fiduciary Management Services
Massachusetts
$1.34M 90,840 +90,840 New
TCIM
14
TIAA CREF Investment Management
New York
$1.21M 82,427 +2,038 +3%
Morgan Stanley
15
Morgan Stanley
New York
$1.2M 81,266 -60,898 -43%
WCM
16
Wedge Capital Management
North Carolina
$1.15M 77,800 +18,600 +31%
BCM
17
Bridgeway Capital Management
Texas
$1.14M 77,250 +77,250 New
TA
18
Teachers Advisors
New York
$1.04M 70,292 +1,475 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.01M 68,359 +2,112 +3%
Asset Management One
20
Asset Management One
Japan
$951K 64,106 – –
BIM
21
BlackRock Investment Management
Delaware
$906K 61,511 +2,670 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$726K 49,261 +4,300 +10%
TIAAOA
23
Teachers Insurance & Annuity Association of America
New York
$677K 45,930 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$653K 44,364 -1,821 -4%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$620K 42,100 -22,700 -35%
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