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WSR

Whitestone REIT
WSR

92 hedge funds and large institutions have $122M invested in Whitestone REIT in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,267% more call options, than puts

Call options by funds: $502K | Put options by funds: $6K

7% more capital invested

Capital invested by funds: $114M → $122M (+$7.89M)

0.44% more ownership

Funds ownership: 36.06%36.49% (+0.44%)

0% more funds holding

Funds holding: 9292 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
32
Reduced
33
Closed
9
Calls
$502K
Puts
$6K
Net Calls
+$496K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$33M +$1.05M +73,961 +3%
BIT
2
BlackRock Institutional Trust
California
$11M +$498K +34,969 +5%
BFA
3
BlackRock Fund Advisors
California
$8.55M -$400K -28,089 -5%
State Street
4
State Street
Massachusetts
$4.72M -$484 -34 -0%
Northern Trust
5
Northern Trust
Illinois
$4.01M -$289K -20,322 -7%
PCM
6
Perritt Capital Management
Illinois
$3.83M +$328K +23,051 +10%
GPGA
7
Grandeur Peak Global Advisors
Utah
$3.72M +$112K +7,900 +3%
Ameriprise
8
Ameriprise
Minnesota
$3.36M -$626K -43,950 -16%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.94M +$182K +12,794 +7%
Morgan Stanley
10
Morgan Stanley
New York
$2.75M +$136K +9,552 +5%
OAM
11
Orinda Asset Management
California
$2.73M +$889K +62,440 +52%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$2.65M +$2.53M +177,500 New
NC
13
NBW Capital
Massachusetts
$2.48M -$6.52K -458 -0.3%
TFMS
14
Trust & Fiduciary Management Services
Massachusetts
$1.99M +$329K +23,098 +21%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.75M +$13.9K +979 +0.8%
TCIM
16
TIAA CREF Investment Management
New York
$1.45M +$92.9K +6,530 +7%
Wells Fargo
17
Wells Fargo
California
$1.42M +$207K +14,518 +18%
WCM
18
Wedge Capital Management
North Carolina
$1.35M -$28.5K -2,000 -2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.31M +$672K +47,237 +115%
TA
20
Teachers Advisors
New York
$1.25M -$67.7K -4,755 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.25M +$228K +15,994 +24%
DBT
22
Dubuque Bank & Trust
Iowa
$1.24M +$68.8K +4,830 +6%
BIM
23
BlackRock Investment Management
Delaware
$1.15M +$18.6K +1,308 +2%
BCM
24
Bridgeway Capital Management
Texas
$1.15M
Asset Management One
25
Asset Management One
Japan
$1.09M