WSR

Whitestone REIT
WSR

Overview Fund Activity

152 hedge funds and large institutions have $287M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
63
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.1M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$7.2M
3
BlackRock
3
BlackRock
New York
$76.5M
4
Invesco
4
Invesco
Georgia
$5.08M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.32M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$190K
2
Millennium Management
2
Millennium Management
New York
$2.45M
3
Charles Schwab
3
Charles Schwab
California
$2.22M
4
JCIA
4
Jackson Creek Investment Advisors
Colorado
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.55M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.5M 7,555,899 +278,443 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$29.1M 2,870,698 +385,716 +16%
NAM
3
Nexpoint Asset Management
Texas
$23M 2,269,195 – –
State Street
4
State Street
Massachusetts
$17.9M 1,764,546 +125,466 +8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.2M 809,629 +48,596 +6%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$7.2M 710,628 +368,453 +108%
Prudential Financial
7
Prudential Financial
New Jersey
$6.95M 686,354 -70,966 -9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.65M 655,991 +25,518 +4%
Goldman Sachs
9
Goldman Sachs
New York
$6.32M 623,774 +219,376 +54%
PPA
10
Parametric Portfolio Associates
Washington
$6.27M 618,605 -56,159 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.13M 604,548 +128,577 +27%
Invesco
12
Invesco
Georgia
$5.08M 501,782 +221,291 +79%
Northern Trust
13
Northern Trust
Illinois
$5.01M 494,401 +17,347 +4%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$4.97M 539,364 +3,716 +0.7%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.73M 466,800 +5,800 +1%
Two Sigma Investments
16
Two Sigma Investments
New York
$4.55M 449,360 -108,870 -20%
Ameriprise
17
Ameriprise
Minnesota
$4.17M 411,686 +186,073 +82%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.61M 356,584 +28,500 +9%
AQR Capital Management
19
AQR Capital Management
Connecticut
$3.37M 332,259 +30,270 +10%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.12M 308,156 +10,914 +4%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$2.88M 283,785 +10,285 +4%
Morgan Stanley
22
Morgan Stanley
New York
$2.48M 244,666 -86,388 -26%
Millennium Management
23
Millennium Management
New York
$2.45M 241,989 -181,786 -43%
Wells Fargo
24
Wells Fargo
California
$2.45M 241,627 +29,322 +14%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.34M 231,427 +4,695 +2%
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