WSR

Whitestone REIT
WSR

Overview Fund Activity

164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.9M
2
ECM
2
ExodusPoint Capital Management
New York
$10.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.2M
4
FP
4
Foundry Partners
Minnesota
$9.92M
5
BFM
5
Boothbay Fund Management
New York
$8.9M

Top Sellers

1
FIG
1
Fortress Investment Group
New York
$9.09M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.1M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$95.8M 7,791,748 +80,520 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.9M 5,527,136 +2,257,984 +69%
State Street
3
State Street
Massachusetts
$23.2M 1,884,698 -28,078 -1%
Morgan Stanley
4
Morgan Stanley
New York
$20.2M 1,643,780 +775,028 +89%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14M 1,143,007 +137,795 +14%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$11.9M 970,822 +65,816 +7%
NAM
7
Nexpoint Asset Management
Texas
$10.8M 875,255 – –
ECM
8
ExodusPoint Capital Management
New York
$10.2M 831,769 +831,769 New
FP
9
Foundry Partners
Minnesota
$9.92M 806,771 +356,948 +79%
FIG
10
Fortress Investment Group
New York
$9.09M 739,414 -688,315 -48%
BFM
11
Boothbay Fund Management
New York
$8.9M 723,838 +290,799 +67%
KCM
12
Kennedy Capital Management
Missouri
$8.13M 661,570 +57,652 +10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$7.9M 643,091 -24,360 -4%
Northern Trust
14
Northern Trust
Illinois
$7.28M 592,253 -9,399 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.18M 584,149 -10,875 -2%
Invesco
16
Invesco
Georgia
$6M 488,232 -2,175 -0.4%
DG
17
DigitalBridge Group
Florida
$5.27M 428,571 -46,450 -10%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.15M 337,899 -40,432 -11%
Ameriprise
19
Ameriprise
Minnesota
$3.78M 307,589 -36,850 -11%
Renaissance Technologies
20
Renaissance Technologies
New York
$3.1M 252,378 -95,806 -28%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.02M 245,773 -8,476 -3%
Goldman Sachs
22
Goldman Sachs
New York
$2.86M 232,503 -69,286 -23%
Barclays
23
Barclays
United Kingdom
$2.76M 224,796 +4,244 +2%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$2.5M 201,877 -8,811 -4%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.15M 174,974 -182,198 -51%
1
2 3 4 5