WSR

Whitestone REIT
WSR

Overview Fund Activity

154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$6.61M
2
Invesco
2
Invesco
Georgia
$5.28M
3
BlackRock
3
BlackRock
New York
$77.9M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$6.43M
5
Millennium Management
5
Millennium Management
New York
$2.21M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$5.52M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.58M
3
HF
3
HRT Financial
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$18.8K
5
NAM
5
Nexpoint Asset Management
Texas
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$77.9M 8,034,177 +209,106 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$31.5M 3,242,279 +28,482 +0.9%
State Street
3
State Street
Massachusetts
$18.4M 1,896,604 -4,817 -0.3%
NAM
4
Nexpoint Asset Management
Texas
$10.4M 1,067,755 -111,763 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.28M 956,933 +23,694 +3%
Morgan Stanley
6
Morgan Stanley
New York
$6.89M 709,892 -50,509 -7%
FIG
7
Fortress Investment Group
New York
$6.61M 681,032 +681,032 New
First Eagle Investment Management
8
First Eagle Investment Management
New York
$6.43M 663,006 +124,550 +23%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.31M 650,782 +15,145 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.91M 609,085 +32,448 +6%
KCM
11
Kennedy Capital Management
Missouri
$5.88M 605,775 +11,783 +2%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$5.52M 568,931 -322,304 -36%
Invesco
13
Invesco
Georgia
$5.28M 544,734 +366,432 +206%
Northern Trust
14
Northern Trust
Illinois
$5.18M 534,452 +19,819 +4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$4.22M 435,239 -78,652 -15%
BFM
16
Boothbay Fund Management
New York
$4.2M 433,039 +61,956 +17%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$4.04M 416,400 +700 +0.2%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.58M 368,584 -176,600 -32%
Ameriprise
19
Ameriprise
Minnesota
$3.54M 364,535 -6,441 -2%
Goldman Sachs
20
Goldman Sachs
New York
$2.97M 306,590 +29,034 +10%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.57M 264,616 -28,953 -10%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.49M 256,554 +100,153 +64%
Millennium Management
23
Millennium Management
New York
$2.21M 227,642 +112,704 +98%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$2.14M 218,777 -85,683 -28%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.97M 203,000 -28,800 -12%
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