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WSR

Whitestone REIT
WSR

89 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,467% more call options, than puts

Call options by funds: $287K | Put options by funds: $3K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

0.42% less ownership

Funds ownership: 36.49%36.07% (-0.42%)

3% less funds holding

Funds holding: 9289 (-3)

7% less capital invested

Capital invested by funds: $122M → $114M (-$7.94M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
31
Reduced
31
Closed
11
Calls
$287K
Puts
$3K
Net Calls
+$284K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$32.4M +$1.66M +110,974 +5%
BIT
2
BlackRock Institutional Trust
California
$11.1M +$778K +52,148 +7%
BFA
3
BlackRock Fund Advisors
California
$7.56M -$466K -31,198 -5%
State Street
4
State Street
Massachusetts
$4.39M -$35.7K -2,390 -0.8%
GPGA
5
Grandeur Peak Global Advisors
Utah
$3.81M +$355K +23,800 +10%
PCM
6
Perritt Capital Management
Illinois
$3.56M -$20.8K -1,396 -0.5%
Northern Trust
7
Northern Trust
Illinois
$3.56M -$204K -13,653 -5%
Ameriprise
8
Ameriprise
Minnesota
$3.15M +$7.01K +470 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.73M -$23.7K -1,589 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$2.73M +$164K +10,979 +6%
OAM
11
Orinda Asset Management
California
$2.56M +$13.4K +900 +0.5%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$2.47M
NC
13
NBW Capital
Massachusetts
$2.34M +$27.3K +1,829 +1%
TFMS
14
Trust & Fiduciary Management Services
Massachusetts
$2.15M +$318K +21,284 +16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.85M +$230K +15,400 +13%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.64M +$672K +45,019 +62%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.56M +$417K +27,931 +33%
Wells Fargo
18
Wells Fargo
California
$1.4M +$79.8K +5,349 +6%
TCIM
19
TIAA CREF Investment Management
New York
$1.32M -$33.9K -2,275 -2%
WCM
20
Wedge Capital Management
North Carolina
$1.2M -$67.2K -4,500 -5%
DCM
21
Driehaus Capital Management
Illinois
$1.2M +$237K +15,900 +23%
TA
22
Teachers Advisors
New York
$1.17M
BIM
23
BlackRock Investment Management
Delaware
$1.08M +$7.07K +474 +0.6%
Asset Management One
24
Asset Management One
Japan
$1M -$22.9K -1,537 -2%
Two Sigma Investments
25
Two Sigma Investments
New York
$920K -$32.1K -2,154 -3%