WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$6.42M
2
BlackRock
2
BlackRock
New York
$50.4M
3
Charles Schwab
3
Charles Schwab
California
$3.27M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$1.16M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.01M
4
State Street
4
State Street
Massachusetts
$10.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$50.4M 6,329,084 +158,531 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M 4,230,575 -216,006 -5%
State Street
3
State Street
Massachusetts
$10.1M 1,261,552 -130,742 -9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.42M 805,472 +170,648 +27%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.08M 637,766 +8,831 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.01M 628,684 -193,241 -24%
Northern Trust
7
Northern Trust
Illinois
$3.97M 497,706 -70,857 -12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.78M 474,609 -117,784 -20%
Charles Schwab
9
Charles Schwab
California
$3.27M 410,022 +147,509 +56%
PPA
10
Parametric Portfolio Associates
Washington
$3.03M 380,111 +140,837 +59%
AQR Capital Management
11
AQR Capital Management
Connecticut
$2.62M 328,451 +33,773 +11%
Wells Fargo
12
Wells Fargo
California
$2.31M 290,032 -9,540 -3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.24M 280,946 -51,388 -15%
Principal Financial Group
14
Principal Financial Group
Iowa
$2.18M 273,879 -10,836 -4%
Goldman Sachs
15
Goldman Sachs
New York
$2.04M 255,982 -30,532 -11%
Morgan Stanley
16
Morgan Stanley
New York
$2M 251,226 +71,904 +40%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$1.74M 217,861 -74,867 -26%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$1.71M 214,854 +19,276 +10%
Ameriprise
19
Ameriprise
Minnesota
$1.71M 214,769 -811 -0.4%
Barclays
20
Barclays
United Kingdom
$1.66M 208,712 -30,611 -13%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$1.63M 204,234 +10,352 +5%
Man Group
22
Man Group
United Kingdom
$1.31M 164,500 +122,900 +295%
Invesco
23
Invesco
Georgia
$1.3M 163,427 -846,416 -84%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.21M 151,394 +67,058 +80%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$1.16M 145,800 +145,800 New
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