WSR

Whitestone REIT
WSR

Overview Fund Activity

104 hedge funds and large institutions have $207M invested in Whitestone REIT in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 15 closing their positions.

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
22
Increased
54
Reduced
17
Closed
15
Calls
$2.02M
Puts
$1.23M
Net Calls
+$785K
Net Calls Change
+$311K

Top Buyers

1
PAM
1
PVG Asset Management
Colorado
$12M
2
Invesco
2
Invesco
Georgia
$16.8M
3
CCM
3
Chilton Capital Management
Texas
$6.73M
4
BlackRock
4
BlackRock
New York
$32.6M
5
NC
5
Northpointe Capital
Michigan
$3.91M

Top Sellers

1
HW
1
Hancock Whitney
Mississippi
$0
2
SFM
2
Systematic Financial Management
New Jersey
$0
3
MC
3
Menta Capital
California
$0
4
TCIM
4
TIAA CREF Investment Management
New York
$1.2M
5
TCM
5
Texan Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$44.6M 3,641,643 +269,793 +8%
BlackRock
2
BlackRock
New York
$32.6M 2,661,780 +483,767 +22%
Invesco
3
Invesco
Georgia
$16.8M 1,368,012 +559,589 +69%
PAM
4
PVG Asset Management
Colorado
$12M 978,814 +724,157 +284%
State Street
5
State Street
Massachusetts
$8.22M 671,188 +100,637 +18%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$6.79M 554,500 +25,000 +5%
CCM
7
Chilton Capital Management
Texas
$6.73M 549,140 +549,140 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.54M 452,550 +51,053 +13%
Northern Trust
9
Northern Trust
Illinois
$5.18M 423,099 +102,867 +32%
AllianceBernstein
10
AllianceBernstein
Tennessee
$4.33M 353,319 +32,190 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.17M 340,453 +53,711 +19%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4M 326,832 +55,350 +20%
NC
13
Northpointe Capital
Michigan
$3.91M 318,842 +318,842 New
Renaissance Technologies
14
Renaissance Technologies
New York
$3.77M 307,701 -24,999 -8%
OAM
15
Orinda Asset Management
California
$3.32M 270,776 +89,329 +49%
RA
16
Rational Advisors
New York
$2.98M 243,120 +97,120 +67%
Charles Schwab
17
Charles Schwab
California
$2.53M 206,733 -9,449 -4%
GAMC
18
Garner Asset Management Corp
Texas
$1.91M 155,778 +155,778 New
GS
19
Girard Securities
California
$1.77M 143,911 +143,911 New
Morgan Stanley
20
Morgan Stanley
New York
$1.61M 131,751 -16,153 -11%
LSV Asset Management
21
LSV Asset Management
Illinois
$1.49M 121,600 – –
WCM
22
Wedge Capital Management
North Carolina
$1.33M 108,700 +16,600 +18%
RA
23
RMR Advisors
Massachusetts
$1.33M 108,502 +20,000 +23%
TCIM
24
TIAA CREF Investment Management
New York
$1.2M 98,020 -55,107 -36%
Wells Fargo
25
Wells Fargo
California
$1.18M 96,492 +11,840 +14%
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