We are live on ! Find out more
WSR

Whitestone REIT
WSR

115 hedge funds and large institutions have $287M invested in Whitestone REIT in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $491K

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

15% more capital invested

Capital invested by funds: $250M → $287M (+$37.2M)

1.75% more ownership

Funds ownership: 50.3%52.05% (+1.8%)

9% less funds holding

Funds holding: 126115 (-11)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
53
Reduced
30
Closed
17
Calls
$1.31M
Puts
$491K
Net Calls
+$816K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$81.1M +$2.32M +176,074 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$54.3M +$1.38M +104,840 +3%
Invesco
3
Invesco
Georgia
$19.9M -$550K -41,674 -3%
State Street
4
State Street
Massachusetts
$14.4M +$1.16M +87,822 +9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$9.08M +$381K +28,860 +5%
Renaissance Technologies
6
Renaissance Technologies
New York
$8.35M +$4.66M +353,400 +143%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.94M +$33.5K +2,543 +0.4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$7.37M +$1.78M +134,610 +34%
Northern Trust
9
Northern Trust
Illinois
$7.27M +$758K +57,442 +12%
Citadel Advisors
10
Citadel Advisors
Florida
$5.91M -$1.03M -78,100 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.65M +$366K +27,718 +7%
Principal Financial Group
12
Principal Financial Group
Iowa
$4.45M +$143K +10,879 +4%
Axa
13
Axa
France
$3.36M +$1.21M +92,100 +61%
Ameriprise
14
Ameriprise
Minnesota
$3.15M +$81.9K +6,210 +3%
Charles Schwab
15
Charles Schwab
California
$2.94M +$234K +17,752 +9%
Goldman Sachs
16
Goldman Sachs
New York
$2.92M -$357K -27,079 -11%
KBC Group
17
KBC Group
Belgium
$2.85M
Morgan Stanley
18
Morgan Stanley
New York
$2.15M +$849K +64,384 +71%
IECM
19
Intrinsic Edge Capital Management
Illinois
$2.02M +$600K +45,476 +45%
Wells Fargo
20
Wells Fargo
California
$2.02M +$101K +7,669 +6%
PPA
21
Parametric Portfolio Associates
Washington
$1.97M +$842K +63,858 +82%
RA
22
RMR Advisors
Massachusetts
$1.73M
GAMC
23
Garner Asset Management Corp
Texas
$1.73M -$165K -12,491 -9%
Deutsche Bank
24
Deutsche Bank
Germany
$1.58M -$528K -40,012 -26%
TCIM
25
TIAA CREF Investment Management
New York
$1.57M +$398K +30,182 +37%