WSR

Whitestone REIT
WSR

Overview Fund Activity

133 hedge funds and large institutions have $276M invested in Whitestone REIT in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
133
Holders Change
+18
Holders Change %
+15.65%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
50
Reduced
31
Closed
9
Calls
$1.06M
Puts
$399K
Net Calls
+$657K
Net Calls Change
-$159K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$12.6M
2
Invesco
2
Invesco
Georgia
$20.6M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$9.21M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$1.86M
5
American Century Companies
5
American Century Companies
Missouri
$1.66M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$622K
2
KBC Group
2
KBC Group
Belgium
$1.89M
3
Barclays
3
Barclays
United Kingdom
$215K
4
CP
4
Cumberland Partners
Ontario, Canada
$0
5
Axa
5
Axa
France
$2.68M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$73.3M 5,978,833 +132,884 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.9M 3,903,141 -12,100 -0.3%
Invesco
3
Invesco
Georgia
$20.6M 1,677,213 +240,604 +17%
State Street
4
State Street
Massachusetts
$12.7M 1,030,427 -6,257 -0.6%
Renaissance Technologies
5
Renaissance Technologies
New York
$12.6M 1,024,000 +422,700 +70%
AllianceBernstein
6
AllianceBernstein
Tennessee
$9.21M 751,119 +220,060 +41%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$8.02M 654,374 +215 +0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.06M 575,409 +3,145 +0.5%
Northern Trust
9
Northern Trust
Illinois
$6.34M 517,020 -6,462 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.52M 450,254 +43,197 +11%
Principal Financial Group
11
Principal Financial Group
Iowa
$3.96M 322,901 +1,994 +0.6%
Goldman Sachs
12
Goldman Sachs
New York
$2.84M 231,715 +21,477 +10%
Ameriprise
13
Ameriprise
Minnesota
$2.79M 227,591 +930 +0.4%
Axa
14
Axa
France
$2.68M 218,200 -24,100 -10%
Charles Schwab
15
Charles Schwab
California
$2.6M 212,210 +70 +0%
PPA
16
Parametric Portfolio Associates
Washington
$2.47M 201,531 +59,681 +42%
TCIM
17
TIAA CREF Investment Management
New York
$2.45M 199,452 +86,625 +77%
KBC Group
18
KBC Group
Belgium
$1.89M 154,145 -51,137 -25%
Marshall Wace
19
Marshall Wace
United Kingdom
$1.86M 152,014 +152,014 New
Morgan Stanley
20
Morgan Stanley
New York
$1.8M 146,430 -8,418 -5%
Wells Fargo
21
Wells Fargo
California
$1.79M 145,961 +583 +0.4%
IECM
22
Intrinsic Edge Capital Management
Illinois
$1.67M 136,576 -8,900 -6%
American Century Companies
23
American Century Companies
Missouri
$1.66M 135,151 +135,151 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.53M 124,948 +81,286 +186%
RA
25
RMR Advisors
Massachusetts
$1.53M 124,535 – –
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