WSR

Whitestone REIT
WSR

Overview Fund Activity

120 hedge funds and large institutions have $320M invested in Whitestone REIT in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
49
Reduced
31
Closed
15
Calls
$1.1M
Puts
$655K
Net Calls
+$443K
Net Calls Change
-$255K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$21.8M
2
BlackRock
2
BlackRock
New York
$88.6M
3
Millennium Management
3
Millennium Management
New York
$1.96M
4
State Street
4
State Street
Massachusetts
$17.1M
5
LWM
5
Loveless Wealth Management
Montana
$983K

Top Sellers

1
Invesco
1
Invesco
Georgia
$30.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$81K
3
BCM
3
Bridgeway Capital Management
Texas
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
PI
5
PineBridge Investments
New York
$986K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$88.6M 6,505,527 +245,432 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.7M 4,306,712 +27,266 +0.6%
Invesco
3
Invesco
Georgia
$30.6M 2,246,853 -237,156 -10%
Renaissance Technologies
4
Renaissance Technologies
New York
$21.8M 1,602,584 +278,595 +21%
State Street
5
State Street
Massachusetts
$17.1M 1,253,285 +72,713 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.5M 697,106 +42,443 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.91M 581,043 -6,452 -1%
Northern Trust
8
Northern Trust
Illinois
$7.76M 569,336 +1,140 +0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.05M 517,737 +24,157 +5%
Principal Financial Group
10
Principal Financial Group
Iowa
$4.37M 321,031 +3,695 +1%
Charles Schwab
11
Charles Schwab
California
$3.38M 248,306 +12,719 +5%
Morgan Stanley
12
Morgan Stanley
New York
$3.13M 229,692 +50,138 +28%
Ameriprise
13
Ameriprise
Minnesota
$2.85M 209,557 -10,886 -5%
PPA
14
Parametric Portfolio Associates
Washington
$2.41M 177,095 -694 -0.4%
Goldman Sachs
15
Goldman Sachs
New York
$2.29M 167,834 +53,084 +46%
Wells Fargo
16
Wells Fargo
California
$2.19M 160,676 -8,568 -5%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.18M 160,282 +1,828 +1%
Millennium Management
18
Millennium Management
New York
$1.96M 143,918 +143,918 New
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$1.86M 136,601 +8,565 +7%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$1.85M 135,672 -33,898 -20%
RA
21
RMR Advisors
Massachusetts
$1.7M 124,535 – –
UBS Group
22
UBS Group
Switzerland
$1.45M 106,259 +7,197 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.4M 103,007 +7,359 +8%
GAMC
24
Garner Asset Management Corp
Texas
$1.3M 95,217 -105 -0.1%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.24M 91,022 -10,700 -11%
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