WSR

Whitestone REIT
WSR

Overview Fund Activity

92 hedge funds and large institutions have $109M invested in Whitestone REIT in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
41
Reduced
18
Closed
8
Calls
$41K
Puts
$325K
Net Calls
-$284K
Net Calls Change
-$284K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.5M
2
PCM
2
Perritt Capital Management
Illinois
$3.11M
3
BIT
3
BlackRock Institutional Trust
California
$8.31M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$2.81M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.36M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$711K
3
ADMI
3
Albert D. Mason Inc
Massachusetts
$0
4
ICM
4
IMS Capital Management
Oregon
$186K
5
Deutsche Bank
5
Deutsche Bank
Germany
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.5M 1,983,479 +394,674 +25%
BIT
2
BlackRock Institutional Trust
California
$8.31M 621,865 +205,173 +49%
BFA
3
BlackRock Fund Advisors
California
$8.11M 606,549 +111,723 +23%
FM
4
Forward Management
California
$7.55M 564,600 +89,600 +19%
NC
5
NBW Capital
Massachusetts
$4.08M 305,220 -1,424 -0.5%
Northern Trust
6
Northern Trust
Illinois
$3.95M 295,244 +51,950 +21%
State Street
7
State Street
Massachusetts
$3.82M 285,844 +63,482 +29%
Ameriprise
8
Ameriprise
Minnesota
$3.61M 270,021 -1,223 -0.5%
PCM
9
Perritt Capital Management
Illinois
$3.11M 232,525 +232,525 New
GPGA
10
Grandeur Peak Global Advisors
Utah
$2.81M 210,099 +203,699 +3,183%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.36M 176,807 +176,807 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.36M 176,136 +40,606 +30%
SONJCPFE
13
State of New Jersey Common Pension Fund E
New Jersey
$1.98M 148,077 +38,077 +35%
BI
14
Bulldog Investors
New Jersey
$1.4M 104,963 +104,963 New
TFMS
15
Trust & Fiduciary Management Services
Massachusetts
$1.3M 97,109 +6,269 +7%
WCM
16
Wedge Capital Management
North Carolina
$1.24M 92,800 +15,000 +19%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.19M 88,723 +20,364 +30%
TCIM
18
TIAA CREF Investment Management
New York
$1.12M 83,689 +1,262 +2%
BCM
19
Bridgeway Capital Management
Texas
$1.03M 77,000 -250 -0.3%
TA
20
Teachers Advisors
New York
$1.02M 75,992 +5,700 +8%
BIM
21
BlackRock Investment Management
Delaware
$963K 72,055 +10,544 +17%
Morgan Stanley
22
Morgan Stanley
New York
$926K 69,288 -11,978 -15%
Asset Management One
23
Asset Management One
Japan
$862K 65,606 +1,500 +2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$789K 59,051 +9,790 +20%
RA
25
RMR Advisors
Massachusetts
$782K 58,502 +56,173 +2,412%
1
2 3 4