WSR

Whitestone REIT
WSR

Overview Fund Activity

176 hedge funds and large institutions have $340M invested in Whitestone REIT in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
176
Holders Change
+14
Holders Change %
+8.64%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
56
Reduced
56
Closed
15
Calls
$3.82M
Puts
$194K
Net Calls
+$3.63M
Net Calls Change
+$637K

Top Buyers

1
CC
1
Conversant Capital
New Jersey
$23.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.2M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$3.39M
4
BlackRock
4
BlackRock
New York
$83.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.84M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.26M
2
NAM
2
Nexpoint Asset Management
Texas
$17.4M
3
AFM
3
Anson Funds Management
Texas
$0
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$0
5
DG
5
DigitalBridge Group
Florida
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$83.9M 7,808,558 +286,232 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.7M 3,039,432 +41,548 +1%
CC
3
Conversant Capital
New Jersey
$23.6M 2,197,553 +635,623 +41%
State Street
4
State Street
Massachusetts
$19.1M 1,772,232 +176,835 +11%
NAM
5
Nexpoint Asset Management
Texas
$17.4M 1,615,518 -454,265 -22%
HS
6
Hazelview Securities
Ontario, Canada
$9.7M 912,985 +485 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.99M 836,551 +29,495 +4%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$8.23M 765,506 +192,013 +33%
Morgan Stanley
9
Morgan Stanley
New York
$8.2M 762,664 +551,452 +261%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.08M 658,609 -4,937 -0.7%
Renaissance Technologies
11
Renaissance Technologies
New York
$6.84M 635,949 +217,965 +52%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.52M 606,074 -31,603 -5%
DG
13
DigitalBridge Group
Florida
$6.19M 575,464 -225,506 -28%
Northern Trust
14
Northern Trust
Illinois
$5.77M 536,677 +47,922 +10%
KCM
15
Kennedy Capital Management
Missouri
$4.48M 416,710 +49,266 +13%
Ameriprise
16
Ameriprise
Minnesota
$4.22M 393,026 -2,732 -0.7%
Charles Schwab
17
Charles Schwab
California
$3.57M 332,194 +114,535 +53%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$3.39M 323,359 +323,359 New
Two Sigma Investments
19
Two Sigma Investments
New York
$3.39M 315,399 +130,934 +71%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.07M 285,733 -19,587 -6%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$3.02M 281,118 +55,789 +25%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$2.99M 277,900 +81,900 +42%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.93M 272,705 -195,045 -42%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.74M 254,917 -11,808 -4%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$2.52M 234,208 +50,573 +28%
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