WSR

Whitestone REIT
WSR

Overview Fund Activity

150 hedge funds and large institutions have $203M invested in Whitestone REIT in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
45
Reduced
43
Closed
10
Calls
$574K
Puts
$553K
Net Calls
+$21K
Net Calls Change
-$501K

Top Buyers

1
BlackRock
1
BlackRock
New York
$58.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.41M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.2M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13M
5
Millennium Management
5
Millennium Management
New York
$2.04M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$783K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$6.02M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$58.4M 7,074,844 +501,819 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.7M 2,381,795 -1,958,213 -45%
State Street
3
State Street
Massachusetts
$13M 1,569,835 +29,064 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.02M 730,054 -128,921 -15%
Charles Schwab
5
Charles Schwab
California
$5.15M 624,337 +136,213 +28%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.03M 609,434 +170,950 +39%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.01M 607,008 -10,243 -2%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$4.63M 561,575 +239,656 +74%
PPA
9
Parametric Portfolio Associates
Washington
$4.21M 510,507 +78,004 +18%
Goldman Sachs
10
Goldman Sachs
New York
$4.17M 505,818 +225,264 +80%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.8M 460,884 -10,509 -2%
Northern Trust
12
Northern Trust
Illinois
$3.78M 457,595 +170 +0%
Two Sigma Investments
13
Two Sigma Investments
New York
$3.41M 413,874 +413,874 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$3.2M 387,705 +387,705 New
Morgan Stanley
15
Morgan Stanley
New York
$2.81M 340,721 +126,232 +59%
AQR Capital Management
16
AQR Capital Management
Connecticut
$2.63M 318,765 -5,054 -2%
Principal Financial Group
17
Principal Financial Group
Iowa
$2.28M 276,079 +1,635 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13M 258,100 +258,100 New
Prudential Financial
19
Prudential Financial
New Jersey
$2.11M 255,256 +127,593 +100%
Millennium Management
20
Millennium Management
New York
$2.04M 247,253 +247,253 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.04M 247,100 +247,100 New
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1.99M 241,596 +215,393 +822%
Invesco
23
Invesco
Georgia
$1.96M 237,648 +6,040 +3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.87M 222,909 +68,325 +44%
Ameriprise
25
Ameriprise
Minnesota
$1.76M 213,888 -11,428 -5%
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