WSR

Whitestone REIT
WSR

Overview Fund Activity

120 hedge funds and large institutions have $284M invested in Whitestone REIT in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
120
Holders Change
-10
Holders Change %
-7.69%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
18
Calls
$1.24M
Puts
$536K
Net Calls
+$703K
Net Calls Change
-$131K

Top Buyers

1
Invesco
1
Invesco
Georgia
$28.9M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.04M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.8M
4
MC
4
Menta Capital
California
$973K
5
PI
5
PineBridge Investments
New York
$1.36M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$0
2
CAM
2
ClariVest Asset Management
California
$0
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$1.22M
5
Citadel Advisors
5
Citadel Advisors
Florida
$946K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$78.7M 6,197,980 +49,638 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.8M 4,237,056 +145,448 +4%
Invesco
3
Invesco
Georgia
$28.9M 2,274,654 +249,179 +12%
Renaissance Technologies
4
Renaissance Technologies
New York
$15.5M 1,219,100 +31,100 +3%
State Street
5
State Street
Massachusetts
$14.7M 1,161,203 +41,214 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8.34M 657,517 -4,432 -0.7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.3M 574,967 -2,917 -0.5%
Northern Trust
8
Northern Trust
Illinois
$6.76M 532,956 +18,263 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.24M 491,959 +41,585 +9%
Principal Financial Group
10
Principal Financial Group
Iowa
$4.05M 319,444 -206 -0.1%
Charles Schwab
11
Charles Schwab
California
$2.85M 224,645 +4,923 +2%
Ameriprise
12
Ameriprise
Minnesota
$2.82M 221,985 +845 +0.4%
Morgan Stanley
13
Morgan Stanley
New York
$2.34M 184,275 +55,882 +44%
PPA
14
Parametric Portfolio Associates
Washington
$2.14M 168,845 +42,424 +34%
Wells Fargo
15
Wells Fargo
California
$2.09M 164,278 +13,336 +9%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$2.04M 161,008 +161,008 New
USAA
17
United Services Automobile Association
Texas
$1.95M 153,747 +6,400 +4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.87M 146,931 -4,608 -3%
RA
19
RMR Advisors
Massachusetts
$1.58M 124,535 – –
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$1.53M 120,174 +2,333 +2%
PI
21
PineBridge Investments
New York
$1.36M 107,511 +70,804 +193%
UBS Group
22
UBS Group
Switzerland
$1.26M 98,875 +27,925 +39%
GAMC
23
Garner Asset Management Corp
Texas
$1.24M 97,312 -8,915 -8%
Goldman Sachs
24
Goldman Sachs
New York
$1.22M 96,463 -131,463 -58%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.18M 92,826 -1,245 -1%
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