WSR

Whitestone REIT
WSR

Overview Fund Activity

114 hedge funds and large institutions have $182M invested in Whitestone REIT in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
114
Holders Change
+18
Holders Change %
+18.75%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
41
Reduced
23
Closed
5
Calls
$1.21M
Puts
$263K
Net Calls
+$945K
Net Calls Change
+$79K

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$8.02M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.6M
3
CIM
3
Calvert Investment Management
Maryland
$1.92M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.83M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.13M

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$2.42M
2
PCM
2
Perritt Capital Management
Illinois
$1.28M
3
LPL Financial
3
LPL Financial
California
$533K
4
BEAM
4
Baker Ellis Asset Management
Washington
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.6M 3,090,884 +223,581 +8%
BIT
2
BlackRock Institutional Trust
California
$15.5M 1,028,643 -13,528 -1%
BFA
3
BlackRock Fund Advisors
California
$10.3M 681,767 -3,075 -0.4%
HW
4
Hancock Whitney
Mississippi
$8.02M 531,680 +531,680 New
Renaissance Technologies
5
Renaissance Technologies
New York
$7.13M 472,587 +106,187 +29%
Invesco
6
Invesco
Georgia
$7.07M 468,645 -11,634 -2%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$7.04M 466,500 +9,000 +2%
State Street
8
State Street
Massachusetts
$6.02M 399,326 +17,374 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.46M 362,220 +15,623 +5%
Northern Trust
10
Northern Trust
Illinois
$4.32M 286,155 -7,009 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.29M 218,068 +9,310 +4%
OAM
12
Orinda Asset Management
California
$2.82M 224,472 – –
Millennium Management
13
Millennium Management
New York
$2.81M 186,057 +50,291 +37%
MC
14
Menta Capital
California
$2.56M 169,648 +7,700 +5%
Two Sigma Investments
15
Two Sigma Investments
New York
$2.51M 166,719 +62,437 +60%
PAM
16
PVG Asset Management
Colorado
$2.42M 160,747 -329,789 -67%
TCIM
17
TIAA CREF Investment Management
New York
$2.42M 160,229 +3,370 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.36M 156,392 +2,046 +1%
Morgan Stanley
19
Morgan Stanley
New York
$2.32M 153,510 +902 +0.6%
CIM
20
Calvert Investment Management
Maryland
$1.92M 127,378 +127,378 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.83M 121,170 +119,658 +7,914%
WMC
22
Westwood Management Corporation
Illinois
$1.75M 116,000 +13,000 +13%
BIM
23
BlackRock Investment Management
Delaware
$1.7M 112,836 +6,946 +7%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.35M 89,400 +9,700 +12%
RA
25
RMR Advisors
Massachusetts
$1.34M 88,502 – –
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