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WSR

Whitestone REIT
WSR

109 hedge funds and large institutions have $186M invested in Whitestone REIT in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $510K | Put options by funds: $197K

122% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 23

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $173M → $186M (+$13.1M)

4% more funds holding

Funds holding: 105109 (+4)

0.05% more ownership

Funds ownership: 44.17%44.22% (+0.05%)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
23
Closed
9
Calls
$510K
Puts
$197K
Net Calls
+$313K
Net Calls Change
-$211K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.1M +$1.34M +99,526 +3%
BIT
2
BlackRock Institutional Trust
California
$16.4M +$1.34M +99,402 +10%
BFA
3
BlackRock Fund Advisors
California
$12.7M +$2.09M +155,289 +21%
Invesco
4
Invesco
Georgia
$9.22M -$1.36M -101,332 -14%
HW
5
Hancock Whitney
Mississippi
$7.76M +$153K +11,400 +2%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$7.61M +$269K +20,000 +4%
State Street
7
State Street
Massachusetts
$6.51M +$623K +46,319 +11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.51M +$101K +7,527 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.43M -$1.2M -89,100 -19%
AllianceBernstein
10
AllianceBernstein
Tennessee
$4.71M +$110K +8,190 +3%
Northern Trust
11
Northern Trust
Illinois
$4.63M +$302K +22,460 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.85M +$294K +21,858 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.74M +$439K +32,616 +14%
OAM
14
Orinda Asset Management
California
$3.16M -$242K -18,000 -8%
Charles Schwab
15
Charles Schwab
California
$3.04M +$172K +12,766 +6%
Morgan Stanley
16
Morgan Stanley
New York
$2.71M +$1.02M +75,693 +67%
TCIM
17
TIAA CREF Investment Management
New York
$2.25M -$21.1K -1,565 -1%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.75M +$35K +2,600 +2%
AQR Capital Management
19
AQR Capital Management
Connecticut
$1.7M +$23.2K +1,721 +1%
BIM
20
BlackRock Investment Management
Delaware
$1.63M +$10.7K +795 +0.7%
PAM
21
PVG Asset Management
Colorado
$1.59M -$4.12K -306 -0.3%
WMC
22
Westwood Management Corporation
Illinois
$1.52M -$269K -20,000 -16%
WCM
23
Wedge Capital Management
North Carolina
$1.32M +$182K +13,500 +17%
SFM
24
Systematic Financial Management
New Jersey
$1.31M +$1.23M +91,395 New
RA
25
RMR Advisors
Massachusetts
$1.27M