WSR

Whitestone REIT
WSR

Overview Fund Activity

130 hedge funds and large institutions have $269M invested in Whitestone REIT in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 17 closing their positions.

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
52
Reduced
41
Closed
17
Calls
$1.48M
Puts
$649K
Net Calls
+$834K
Net Calls Change
+$177K

Top Buyers

1
Invesco
1
Invesco
Georgia
$24.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.2M
3
American Century Companies
3
American Century Companies
Missouri
$3.74M
4
BlackRock
4
BlackRock
New York
$73.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$455K
2
Marshall Wace
2
Marshall Wace
United Kingdom
$132K
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
TCIM
4
TIAA CREF Investment Management
New York
$955K
5
Axa
5
Axa
France
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$73.9M 6,148,342 +169,509 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.2M 4,091,608 +188,467 +5%
Invesco
3
Invesco
Georgia
$24.3M 2,025,475 +348,262 +21%
Renaissance Technologies
4
Renaissance Technologies
New York
$14.3M 1,188,000 +164,000 +16%
State Street
5
State Street
Massachusetts
$13.5M 1,119,989 +89,562 +9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$7.96M 661,949 +7,575 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.95M 577,884 +2,475 +0.4%
Northern Trust
8
Northern Trust
Illinois
$6.19M 514,693 -2,327 -0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.41M 450,374 +120 +0%
Principal Financial Group
10
Principal Financial Group
Iowa
$3.84M 319,650 -3,251 -1%
American Century Companies
11
American Century Companies
Missouri
$3.74M 310,885 +175,734 +130%
Goldman Sachs
12
Goldman Sachs
New York
$2.74M 227,926 -3,789 -2%
Ameriprise
13
Ameriprise
Minnesota
$2.66M 221,140 -6,451 -3%
Charles Schwab
14
Charles Schwab
California
$2.64M 219,722 +7,512 +4%
Citadel Advisors
15
Citadel Advisors
Florida
$2.13M 177,318 +126,515 +249%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.82M 151,539 +150,273 +11,870%
Wells Fargo
17
Wells Fargo
California
$1.81M 150,942 +4,981 +3%
CAM
18
ClariVest Asset Management
California
$1.81M 150,202 +30,941 +26%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$1.8M 150,060 +35,860 +31%
USAA
20
United Services Automobile Association
Texas
$1.77M 147,347 +30,400 +26%
Morgan Stanley
21
Morgan Stanley
New York
$1.54M 128,393 -18,037 -12%
PPA
22
Parametric Portfolio Associates
Washington
$1.52M 126,421 -75,110 -37%
RA
23
RMR Advisors
Massachusetts
$1.5M 124,535 – –
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$1.42M 117,841 +1,079 +0.9%
Axa
25
Axa
France
$1.38M 114,900 -103,300 -47%
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