WSR

Whitestone REIT
WSR

Overview Fund Activity

121 hedge funds and large institutions have $313M invested in Whitestone REIT in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
30
Closed
10
Calls
$998K
Puts
$300K
Net Calls
+$698K
Net Calls Change
-$5K

Top Buyers

1
Invesco
1
Invesco
Georgia
$34.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.33M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$18.2M
4
BlackRock
4
BlackRock
New York
$86.1M
5
CAM
5
ClariVest Asset Management
California
$849K

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Canada Life
3
Canada Life
Manitoba, Canada
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.44M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$147K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$86.1M 6,260,095 +62,115 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.9M 4,279,446 +42,390 +1%
Invesco
3
Invesco
Georgia
$34.2M 2,484,009 +209,355 +9%
Renaissance Technologies
4
Renaissance Technologies
New York
$18.2M 1,323,989 +104,889 +9%
State Street
5
State Street
Massachusetts
$16.2M 1,180,572 +19,369 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.01M 654,663 -2,854 -0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.08M 587,495 +12,528 +2%
Northern Trust
8
Northern Trust
Illinois
$7.82M 568,196 +35,240 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.79M 493,580 +1,621 +0.3%
Principal Financial Group
10
Principal Financial Group
Iowa
$4.37M 317,336 -2,108 -0.7%
Charles Schwab
11
Charles Schwab
California
$3.24M 235,587 +10,942 +5%
Ameriprise
12
Ameriprise
Minnesota
$3.03M 220,443 -1,542 -0.7%
Morgan Stanley
13
Morgan Stanley
New York
$2.47M 179,554 -4,721 -3%
PPA
14
Parametric Portfolio Associates
Washington
$2.45M 177,789 +8,944 +5%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$2.33M 169,570 +111,107 +190%
Wells Fargo
16
Wells Fargo
California
$2.33M 169,244 +4,966 +3%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.18M 158,454 -2,554 -2%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$1.76M 128,036 +7,862 +7%
RA
19
RMR Advisors
Massachusetts
$1.71M 124,535 – –
Goldman Sachs
20
Goldman Sachs
New York
$1.58M 114,750 +18,287 +19%
PI
21
PineBridge Investments
New York
$1.58M 114,605 +7,094 +7%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.44M 104,737 -42,194 -29%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.4M 101,722 +13,812 +16%
UBS Group
24
UBS Group
Switzerland
$1.36M 99,062 +187 +0.2%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.32M 95,648 +2,822 +3%
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