WSR

Whitestone REIT
WSR

Overview Fund Activity

126 hedge funds and large institutions have $220M invested in Whitestone REIT in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
37
Reduced
47
Closed
20
Calls
$574K
Puts
$52K
Net Calls
+$522K
Net Calls Change
+$720K

Top Buyers

1
State Street
1
State Street
Massachusetts
$14.9M
2
BlackRock
2
BlackRock
New York
$63.8M
3
CIC
3
Cornercap Investment Counsel
Georgia
$1.11M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$42.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$3.12M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$4.25M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
HF
3
HRT Financial
New York
$156K
4
Wells Fargo
4
Wells Fargo
California
$2.2M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$63.8M 6,573,025 +243,941 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$42.1M 4,340,008 +109,433 +3%
State Street
3
State Street
Massachusetts
$14.9M 1,540,771 +279,219 +22%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$8.33M 858,975 +53,503 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.99M 617,251 -20,515 -3%
Charles Schwab
6
Charles Schwab
California
$4.74M 488,124 +78,102 +19%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$4.57M 471,393 -3,216 -0.7%
Northern Trust
8
Northern Trust
Illinois
$4.44M 457,425 -40,281 -8%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.25M 438,484 -190,200 -30%
PPA
10
Parametric Portfolio Associates
Washington
$4.2M 432,503 +52,392 +14%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$3.52M 362,540 +81,594 +29%
AQR Capital Management
12
AQR Capital Management
Connecticut
$3.14M 323,819 -4,632 -1%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$3.12M 321,919 +104,058 +48%
Goldman Sachs
14
Goldman Sachs
New York
$2.72M 280,554 +24,572 +10%
Principal Financial Group
15
Principal Financial Group
Iowa
$2.66M 274,444 +565 +0.2%
Invesco
16
Invesco
Georgia
$2.25M 231,608 +68,181 +42%
Wells Fargo
17
Wells Fargo
California
$2.2M 226,582 -63,450 -22%
Ameriprise
18
Ameriprise
Minnesota
$2.19M 225,316 +10,547 +5%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$2.08M 214,797 -57 -0%
Morgan Stanley
20
Morgan Stanley
New York
$2.08M 214,489 -36,737 -15%
Barclays
21
Barclays
United Kingdom
$2.08M 214,325 +5,613 +3%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$1.99M 205,372 +1,138 +0.6%
Bank of America
23
Bank of America
North Carolina
$1.49M 154,002 +41,113 +36%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.49M 154,584 +11,331 +8%
Prudential Financial
25
Prudential Financial
New Jersey
$1.24M 127,663 +29,390 +30%
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