WSR

Whitestone REIT
WSR

Overview Fund Activity

115 hedge funds and large institutions have $250M invested in Whitestone REIT in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
37
Reduced
27
Closed
16
Calls
$2.25M
Puts
$761K
Net Calls
+$1.49M
Net Calls Change
+$701K

Top Buyers

1
BlackRock
1
BlackRock
New York
$48.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$59M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$3.79M
4
CCM
4
Chilton Capital Management
Texas
$10.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.5M

Top Sellers

1
NC
1
Northpointe Capital
Michigan
$0
2
PAM
2
PVG Asset Management
Colorado
$9.16M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.62M
4
RA
4
Rational Advisors
New York
$1.61M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$59M 4,521,050 +879,407 +24%
BlackRock
2
BlackRock
New York
$48.4M 3,707,785 +1,046,005 +39%
Invesco
3
Invesco
Georgia
$18.3M 1,402,848 +34,836 +3%
State Street
4
State Street
Massachusetts
$11.6M 887,259 +216,071 +32%
CCM
5
Chilton Capital Management
Texas
$10.7M 818,486 +269,346 +49%
PAM
6
PVG Asset Management
Colorado
$9.16M 702,073 -276,741 -28%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.5M 574,802 +247,970 +76%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$6.98M 534,500 -20,000 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.73M 515,434 +62,884 +14%
Northern Trust
10
Northern Trust
Illinois
$5.51M 421,856 -1,243 -0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.57M 349,883 +9,430 +3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$4.02M 307,959 -45,360 -13%
Principal Financial Group
13
Principal Financial Group
Iowa
$3.79M 290,516 +290,516 New
OAM
14
Orinda Asset Management
California
$2.7M 206,768 -64,008 -24%
Ameriprise
15
Ameriprise
Minnesota
$2.61M 199,946 +181,347 +975%
Goldman Sachs
16
Goldman Sachs
New York
$2.23M 170,993 +117,146 +218%
GAMC
17
Garner Asset Management Corp
Texas
$2.01M 154,042 -1,736 -1%
Charles Schwab
18
Charles Schwab
California
$1.87M 143,392 -63,341 -31%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.62M 124,400 -183,301 -60%
RA
20
Rational Advisors
New York
$1.61M 123,415 -119,705 -49%
Morgan Stanley
21
Morgan Stanley
New York
$1.59M 121,588 -10,163 -8%
Wells Fargo
22
Wells Fargo
California
$1.5M 114,678 +18,186 +19%
Axa
23
Axa
France
$1.44M 110,100 +15,100 +16%
WCM
24
Wedge Capital Management
North Carolina
$1.42M 108,700 – –
RA
25
RMR Advisors
Massachusetts
$1.42M 108,502 – –
1
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