WSR

Whitestone REIT
WSR

Overview Fund Activity

121 hedge funds and large institutions have $150M invested in Whitestone REIT in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
33
Closed
17
Calls
$562K
Puts
$267K
Net Calls
+$295K
Net Calls Change
-$148K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$12.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.19M
3
State Street
3
State Street
Massachusetts
$8.88M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$914K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$27.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
PI
2
PineBridge Investments
New York
$0
3
AAMU
3
Amundi Asset Management US
Massachusetts
$0
4
SGI
4
Summit Global Investments
Utah
$0
5
CAM
5
ClariVest Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$39.7M 6,401,415 -104,112 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.4M 4,425,808 +119,096 +3%
Invesco
3
Invesco
Georgia
$14.3M 2,301,439 +54,586 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$12.3M 1,981,177 +378,593 +24%
State Street
5
State Street
Massachusetts
$8.88M 1,432,196 +178,911 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$4.19M 675,047 -22,059 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.65M 588,292 +7,249 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.64M 587,289 +69,552 +13%
Northern Trust
9
Northern Trust
Illinois
$3.61M 582,102 +12,766 +2%
Goldman Sachs
10
Goldman Sachs
New York
$2.19M 353,669 +185,835 +111%
Principal Financial Group
11
Principal Financial Group
Iowa
$1.91M 308,280 -12,751 -4%
Charles Schwab
12
Charles Schwab
California
$1.55M 249,797 +1,491 +0.6%
Ameriprise
13
Ameriprise
Minnesota
$1.25M 201,767 -7,790 -4%
Wells Fargo
14
Wells Fargo
California
$1.12M 181,115 +20,439 +13%
Morgan Stanley
15
Morgan Stanley
New York
$1.12M 180,459 -49,233 -21%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$1.07M 172,438 +12,156 +8%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$939K 151,387 +14,786 +11%
PPA
18
Parametric Portfolio Associates
Washington
$925K 149,262 -27,833 -16%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$914K 147,368 +147,368 New
RA
20
RMR Advisors
Massachusetts
$772K 124,535 – –
Legal & General Group
21
Legal & General Group
United Kingdom
$646K 104,238 +1,231 +1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$618K 99,574 -36,098 -27%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$564K 91,022 – –
Citadel Advisors
24
Citadel Advisors
Florida
$549K 88,538 +88,538 New
New York State Teachers Retirement System (NYSTRS)
25
New York State Teachers Retirement System (NYSTRS)
New York
$542K 87,357 -400 -0.5%
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