WSR

Whitestone REIT
WSR

Overview Fund Activity

95 hedge funds and large institutions have $126M invested in Whitestone REIT in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
40
Reduced
23
Closed
10
Calls
$901K
Puts
$472K
Net Calls
+$429K
Net Calls Change
-$24K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.6M
2
PCM
2
Perritt Capital Management
Illinois
$4.38M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.25M
4
NI
4
Numeric Investors
Massachusetts
$1.32M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.68M

Top Sellers

1
GPGA
1
Grandeur Peak Global Advisors
Utah
$0
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
DCM
3
Dupont Capital Management
Delaware
$0
4
Wells Fargo
4
Wells Fargo
California
$351K
5
PAM
5
PVG Asset Management
Colorado
$2.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.6M 2,731,316 +204,354 +8%
BIT
2
BlackRock Institutional Trust
California
$11.2M 861,328 +4,041 +0.5%
BFA
3
BlackRock Fund Advisors
California
$7.57M 581,329 -31,288 -5%
TWMP
4
Taylor Wealth Management Partners
Massachusetts
$5.33M 409,402 -30 -0%
State Street
5
State Street
Massachusetts
$4.43M 340,260 +10,137 +3%
PCM
6
Perritt Capital Management
Illinois
$4.38M 336,467 +154,904 +85%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.68M 282,400 +70,800 +33%
Northern Trust
8
Northern Trust
Illinois
$3.07M 235,581 -16,013 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.72M 208,635 +10,173 +5%
OAM
10
Orinda Asset Management
California
$2.71M 208,086 +42,622 +26%
PAM
11
PVG Asset Management
Colorado
$2.68M 205,867 -31,826 -13%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.68M 205,575 +55,635 +37%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$2.57M 197,500 +20,000 +11%
Morgan Stanley
14
Morgan Stanley
New York
$2.49M 191,314 +5,458 +3%
Two Sigma Investments
15
Two Sigma Investments
New York
$2.25M 173,083 +148,662 +609%
NC
16
NBW Capital
Massachusetts
$2.16M 165,553 -1,987 -1%
TFMS
17
Trust & Fiduciary Management Services
Massachusetts
$1.98M 151,854 +4,362 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.84M 141,535 +5,091 +4%
WCM
19
Wedge Capital Management
North Carolina
$1.61M 123,600 +19,500 +19%
NI
20
Numeric Investors
Massachusetts
$1.32M 101,400 +101,400 New
GC
21
Guggenheim Capital
Illinois
$1.26M 96,553 +11,424 +13%
BIM
22
BlackRock Investment Management
Delaware
$1.19M 91,457 +14,566 +19%
RA
23
RMR Advisors
Massachusetts
$1.15M 88,502 +30,000 +51%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.03M 78,739 +38,484 +96%
TCIM
25
TIAA CREF Investment Management
New York
$972K 74,658 -12,888 -15%
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