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WSR

Whitestone REIT
WSR

126 hedge funds and large institutions have $311M invested in Whitestone REIT in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $350K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

24% more capital invested

Capital invested by funds: $250M → $311M (+$60.8M)

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

10% more funds holding

Funds holding: 115126 (+11)

6.3% more ownership

Funds ownership: 49.84%56.13% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
41
Reduced
34
Closed
13
Calls
$2.13M
Puts
$350K
Net Calls
+$1.78M
Net Calls Change
+$298K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$76.3M +$22.4M +1,584,004 +43%
Vanguard Group
2
Vanguard Group
Pennsylvania
$66.8M +$1.58M +111,965 +2%
Invesco
3
Invesco
Georgia
$24.6M +$4.3M +304,414 +22%
State Street
4
State Street
Massachusetts
$13.6M +$824K +58,303 +7%
CCM
5
Chilton Capital Management
Texas
$10.1M -$1.65M -116,511 -14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8.32M +$40.7K +2,878 +0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.87M +$430K +30,417 +6%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$7.7M
RA
9
Resource America
New York
$6.29M +$6.16M +436,257 New
Northern Trust
10
Northern Trust
Illinois
$6.18M +$103K +7,291 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5M -$41.7K -2,950 -0.8%
Principal Financial Group
12
Principal Financial Group
Iowa
$4.15M -$31.8K -2,248 -0.8%
AllianceBernstein
13
AllianceBernstein
Tennessee
$4.09M -$344K -24,320 -8%
PAM
14
PVG Asset Management
Colorado
$4M -$6M -424,472 -60%
LCM
15
LDR Capital Management
New York
$3.84M +$3.77M +266,697 New
Goldman Sachs
16
Goldman Sachs
New York
$3M +$525K +37,133 +22%
Ameriprise
17
Ameriprise
Minnesota
$2.84M -$37.2K -2,630 -1%
Charles Schwab
18
Charles Schwab
California
$2.52M +$441K +31,236 +22%
Axa
19
Axa
France
$2.16M +$567K +40,100 +36%
GAMC
20
Garner Asset Management Corp
Texas
$2.07M -$144K -10,163 -7%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.99M +$1.31M +92,721 +204%
OAM
22
Orinda Asset Management
California
$1.93M -$1.03M -72,659 -35%
Wells Fargo
23
Wells Fargo
California
$1.84M +$187K +13,254 +12%
Millennium Management
24
Millennium Management
New York
$1.84M +$1.81M +127,859 New
RA
25
RMR Advisors
Massachusetts
$1.79M +$227K +16,033 +15%