WSR

Whitestone REIT
WSR

Overview Fund Activity

98 hedge funds and large institutions have $130M invested in Whitestone REIT in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.57%
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
26
Closed
9
Calls
$365K
Puts
$576K
Net Calls
-$211K
Net Calls Change
-$500K

Top Buyers

1
Invesco
1
Invesco
Georgia
$4.76M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.96M
4
LPL Financial
4
LPL Financial
California
$885K
5
BFA
5
BlackRock Fund Advisors
California
$8.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$26K
3
Deutsche Bank
3
Deutsche Bank
Germany
$135K
4
NCCM
4
Nine Chapters Capital Management
New Jersey
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$985K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$33.4M 2,781,249 +74,609 +3%
BIT
2
BlackRock Institutional Trust
California
$12.5M 1,041,022 +31,463 +3%
BFA
3
BlackRock Fund Advisors
California
$8.4M 699,438 +31,664 +5%
PAM
4
PVG Asset Management
Colorado
$5.18M 431,150 -55,101 -11%
Invesco
5
Invesco
Georgia
$4.76M 396,131 +349,210 +744%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.76M 395,897 -5,903 -1%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$4.35M 362,500 – –
State Street
8
State Street
Massachusetts
$4.27M 355,626 +27,647 +8%
PCM
9
Perritt Capital Management
Illinois
$4.16M 346,478 +6 +0%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3.96M 329,715 +43,552 +15%
Northern Trust
11
Northern Trust
Illinois
$3.4M 283,172 +11,097 +4%
OAM
12
Orinda Asset Management
California
$2.84M 236,730 -49,754 -17%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.58M 214,737 +20,928 +11%
Millennium Management
14
Millennium Management
New York
$2.23M 185,318 -150,863 -45%
TWMP
15
Taylor Wealth Management Partners
Massachusetts
$2.06M 171,319 -58,333 -25%
Morgan Stanley
16
Morgan Stanley
New York
$1.98M 164,756 -16,773 -9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.84M 153,140 +7,669 +5%
WCM
18
Wedge Capital Management
North Carolina
$1.45M 120,800 -5,100 -4%
TCIM
19
TIAA CREF Investment Management
New York
$1.44M 120,202 +6,944 +6%
MC
20
Menta Capital
California
$1.39M 115,579 +200 +0.2%
BIM
21
BlackRock Investment Management
Delaware
$1.27M 105,439 +2,875 +3%
GC
22
Guggenheim Capital
Illinois
$1.09M 90,848 -8,786 -9%
RA
23
RMR Advisors
Massachusetts
$1.06M 88,502 – –
Charles Schwab
24
Charles Schwab
California
$989K 82,307 +2,258 +3%
Two Sigma Investments
25
Two Sigma Investments
New York
$985K 81,996 -68,065 -45%
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