WSR

Whitestone REIT
WSR

Overview Fund Activity

148 hedge funds and large institutions have $265M invested in Whitestone REIT in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 26 closing their positions.

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
60
Reduced
40
Closed
26
Calls
$2.02M
Puts
$1.22M
Net Calls
+$802K
Net Calls Change
+$781K

Top Buyers

1
NAM
1
Nexpoint Asset Management
Texas
$22.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$7.41M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$5.28M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.68M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.51M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.21M
4
Charles Schwab
4
Charles Schwab
California
$3.46M
5
HWC
5
Hill Winds Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$71.2M 7,277,456 +202,612 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.3M 2,484,982 +103,187 +4%
NAM
3
Nexpoint Asset Management
Texas
$22.2M 2,269,195 +2,269,195 New
State Street
4
State Street
Massachusetts
$16M 1,639,080 +69,245 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.44M 761,033 +30,979 +4%
Prudential Financial
6
Prudential Financial
New Jersey
$7.41M 757,320 +502,064 +197%
PPA
7
Parametric Portfolio Associates
Washington
$6.6M 674,764 +164,257 +32%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.17M 630,473 +23,465 +4%
Two Sigma Investments
9
Two Sigma Investments
New York
$5.46M 558,230 +144,356 +35%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$5.28M 535,648 +342,204 +177%
Northern Trust
11
Northern Trust
Illinois
$4.67M 477,054 +19,459 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.65M 475,971 +15,087 +3%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.51M 461,000 +213,900 +87%
Millennium Management
14
Millennium Management
New York
$4.15M 423,775 +176,522 +71%
Goldman Sachs
15
Goldman Sachs
New York
$3.96M 404,398 -101,420 -20%
Charles Schwab
16
Charles Schwab
California
$3.46M 353,860 -270,477 -43%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3.34M 342,175 +155,370 +83%
Morgan Stanley
18
Morgan Stanley
New York
$3.24M 331,054 -9,667 -3%
Renaissance Technologies
19
Renaissance Technologies
New York
$3.21M 328,084 -281,350 -46%
AQR Capital Management
20
AQR Capital Management
Connecticut
$2.95M 301,989 -16,776 -5%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.91M 297,242 +21,163 +8%
Invesco
22
Invesco
Georgia
$2.74M 280,491 +42,843 +18%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$2.68M 273,500 +273,500 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.29M 230,723 +7,814 +4%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.22M 226,732 -14,864 -6%
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