WSR

Whitestone REIT
WSR

Overview Fund Activity

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.

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$76.3M
2
RA
2
Resource America
New York
$6.29M
3
Invesco
3
Invesco
Georgia
$24.6M
4
LCM
4
LDR Capital Management
New York
$3.84M
5
Millennium Management
5
Millennium Management
New York
$1.84M

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$4M
2
CCM
2
Chilton Capital Management
Texas
$10.1M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$543K
4
GS
4
Girard Securities
California
$0
5
OAM
5
Orinda Asset Management
California
$1.93M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.3M 5,291,789 +1,584,004 +43%
Vanguard Group
2
Vanguard Group
Pennsylvania
$66.8M 4,633,015 +111,965 +2%
Invesco
3
Invesco
Georgia
$24.6M 1,707,262 +304,414 +22%
State Street
4
State Street
Massachusetts
$13.6M 945,562 +58,303 +7%
CCM
5
Chilton Capital Management
Texas
$10.1M 701,975 -116,511 -14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8.33M 577,680 +2,878 +0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.87M 545,851 +30,417 +6%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$7.7M 534,500 – –
RA
9
Resource America
New York
$6.29M 436,257 +436,257 New
Northern Trust
10
Northern Trust
Illinois
$6.18M 429,147 +7,291 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5M 346,933 -2,950 -0.8%
Principal Financial Group
12
Principal Financial Group
Iowa
$4.15M 288,268 -2,248 -0.8%
AllianceBernstein
13
AllianceBernstein
Tennessee
$4.09M 283,639 -24,320 -8%
PAM
14
PVG Asset Management
Colorado
$4M 277,601 -424,472 -60%
LCM
15
LDR Capital Management
New York
$3.84M 266,697 +266,697 New
Goldman Sachs
16
Goldman Sachs
New York
$3M 208,126 +37,133 +22%
Ameriprise
17
Ameriprise
Minnesota
$2.84M 197,316 -2,630 -1%
Charles Schwab
18
Charles Schwab
California
$2.52M 174,628 +31,236 +22%
Axa
19
Axa
France
$2.16M 150,200 +40,100 +36%
GAMC
20
Garner Asset Management Corp
Texas
$2.07M 143,879 -10,163 -7%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.99M 138,277 +92,721 +204%
OAM
22
Orinda Asset Management
California
$1.93M 134,109 -72,659 -35%
Wells Fargo
23
Wells Fargo
California
$1.84M 127,932 +13,254 +12%
Millennium Management
24
Millennium Management
New York
$1.84M 127,859 +127,859 New
RA
25
RMR Advisors
Massachusetts
$1.8M 124,535 +16,033 +15%
1
2 3 4 5