WSR

Whitestone REIT
WSR

Overview Fund Activity

122 hedge funds and large institutions have $138M invested in Whitestone REIT in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
36
Reduced
47
Closed
19
Calls
$225K
Puts
$387K
Net Calls
-$162K
Net Calls Change
-$133K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.76M
2
AL
2
AJO LP
Pennsylvania
$866K
3
Invesco
3
Invesco
Georgia
$6.06M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.77M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.72M

Top Sellers

1
WG
1
Winton Group
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$37M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$4.93M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$506K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$37M 6,170,553 -329,493 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.7M 4,446,581 -53,341 -1%
State Street
3
State Street
Massachusetts
$8.35M 1,392,294 -80,705 -5%
Invesco
4
Invesco
Georgia
$6.06M 1,009,843 +103,310 +11%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.93M 821,925 -272,759 -25%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.81M 634,824 +5,604 +0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.77M 628,935 +40,643 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.56M 592,393 -33,550 -5%
Northern Trust
9
Northern Trust
Illinois
$3.41M 568,563 -17,598 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.99M 332,334 +19,314 +6%
Wells Fargo
11
Wells Fargo
California
$1.8M 299,572 -15,715 -5%
AQR Capital Management
12
AQR Capital Management
Connecticut
$1.77M 294,678 +78,623 +36%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$1.76M 292,728 +292,728 New
Goldman Sachs
14
Goldman Sachs
New York
$1.72M 286,514 +77,697 +37%
Principal Financial Group
15
Principal Financial Group
Iowa
$1.71M 284,715 -29,996 -10%
Charles Schwab
16
Charles Schwab
California
$1.58M 262,513 -9,230 -3%
PPA
17
Parametric Portfolio Associates
Washington
$1.44M 239,274 +8,980 +4%
Barclays
18
Barclays
United Kingdom
$1.44M 239,323 +53,820 +29%
Ameriprise
19
Ameriprise
Minnesota
$1.29M 215,580 -18,538 -8%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$1.17M 195,578 -2,719 -1%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$1.16M 193,882 +24,517 +14%
Morgan Stanley
22
Morgan Stanley
New York
$1.08M 179,322 -28,706 -14%
AL
23
AJO LP
Pennsylvania
$866K 144,338 +144,338 New
Asset Management One
24
Asset Management One
Japan
$857K 142,951 -11,040 -7%
Two Sigma Investments
25
Two Sigma Investments
New York
$782K 130,259 -13,673 -9%
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