WSR

Whitestone REIT

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

2.42% less ownership

Funds ownership: 60.91%58.49% (-2.4%)

6% less capital invested

Capital invested by funds: $284M → $266M (-$17.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.1M
Puts
$234K
Net Calls
Net Calls Change

Top Buyers

1 +$3.82M
2 +$1.33M
3 +$1.33M
4
HF
HRT Financial
New York
+$1.33M
5
Goldman Sachs
Goldman Sachs
New York
+$1.28M

Top Sellers

1 -$21.7M
2 -$4.01M
3 -$654K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$638K
5
BlackRock
BlackRock
New York
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$72M
2
$29.6M
3
$17.5M
4
$10.9M
5
$8.59M
6
$8.2M
7
$7M
8
$5.85M
9
$5.46M
10
$5.31M
11
$5.02M
12
$4.95M
13
$4.73M
14
$4.73M
15
$3.82M
16
$3.41M
17
$3.41M
18
$2.77M
19
$2.7M
20
$2.55M
21
$2.13M
22
$1.81M
23
$1.66M
24
$1.64M
25
$1.62M