WSR

Whitestone REIT
WSR

Overview Fund Activity

92 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
36
Reduced
28
Closed
9
Calls
$350K
Puts
$6K
Net Calls
+$344K
Net Calls Change
+$628K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.53M
3
BIT
3
BlackRock Institutional Trust
California
$10.2M
4
OAM
4
Orinda Asset Management
California
$1.74M
5
CPP
5
Crow Point Partners
Massachusetts
$866K

Top Sellers

1
FM
1
Forward Management
California
$0
2
NC
2
NBW Capital
Massachusetts
$2.41M
3
BI
3
Bulldog Investors
New Jersey
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.26M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.9M 2,139,367 +155,888 +8%
BIT
2
BlackRock Institutional Trust
California
$10.2M 705,852 +83,987 +14%
BFA
3
BlackRock Fund Advisors
California
$8.69M 601,497 -5,052 -0.8%
State Street
4
State Street
Massachusetts
$4.58M 316,916 +31,072 +11%
Northern Trust
5
Northern Trust
Illinois
$4.18M 289,257 -5,987 -2%
Ameriprise
6
Ameriprise
Minnesota
$3.9M 269,821 -200 -0.1%
GPGA
7
Grandeur Peak Global Advisors
Utah
$3.48M 241,299 +31,200 +15%
PCM
8
Perritt Capital Management
Illinois
$3.38M 234,000 +1,475 +0.6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.66M 184,482 +8,346 +5%
SONJCPFE
10
State of New Jersey Common Pension Fund E
New Jersey
$2.56M 177,500 +29,423 +20%
Morgan Stanley
11
Morgan Stanley
New York
$2.53M 174,931 +105,643 +152%
NC
12
NBW Capital
Massachusetts
$2.41M 166,702 -138,518 -45%
OAM
13
Orinda Asset Management
California
$1.74M 120,297 +70,923 +144%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.68M 116,529 +27,806 +31%
TFMS
15
Trust & Fiduciary Management Services
Massachusetts
$1.59M 110,211 +13,102 +13%
WCM
16
Wedge Capital Management
North Carolina
$1.34M 92,800 – –
TCIM
17
TIAA CREF Investment Management
New York
$1.31M 90,579 +6,890 +8%
TA
18
Teachers Advisors
New York
$1.28M 88,552 +12,560 +17%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.26M 87,200 -89,607 -51%
Wells Fargo
20
Wells Fargo
California
$1.17M 80,861 +27,602 +52%
DBT
21
Dubuque Bank & Trust
Iowa
$1.13M 78,275 +21,605 +38%
BCM
22
Bridgeway Capital Management
Texas
$1.11M 77,000 – –
BIM
23
BlackRock Investment Management
Delaware
$1.1M 76,041 +3,986 +6%
Asset Management One
24
Asset Management One
Japan
$1.06M 72,773 +7,167 +11%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$979K 67,795 +8,744 +15%
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