WSR

Whitestone REIT
WSR

Overview Fund Activity

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$11.9M
2
HCM
2
HGI Capital Management
New York
$2.05M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$13.4M
4
RAM
4
Roumell Asset Management
Maryland
$1.18M
5
CAM
5
ClariVest Asset Management
California
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
FIG
2
Fortress Investment Group
New York
$0
3
ECM
3
ExodusPoint Capital Management
New York
$7.11M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
GC
5
Globeflex Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$97.1M 7,738,519 -53,229 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.5M 5,454,972 -72,164 -1%
State Street
3
State Street
Massachusetts
$24.1M 1,917,114 +32,416 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$14.8M 1,181,907 +38,900 +3%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$13.4M 1,068,522 +97,700 +10%
FP
6
Foundry Partners
Minnesota
$11.9M 949,110 +142,339 +18%
NAM
7
Nexpoint Asset Management
Texas
$11M 875,255 – –
Morgan Stanley
8
Morgan Stanley
New York
$10.9M 869,427 -774,353 -47%
BFM
9
Boothbay Fund Management
New York
$8.28M 659,856 -63,982 -9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.26M 658,259 +15,168 +2%
KCM
11
Kennedy Capital Management
Missouri
$8.14M 648,864 -12,706 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.2M 573,678 -10,471 -2%
Northern Trust
13
Northern Trust
Illinois
$7.13M 567,981 -24,272 -4%
ECM
14
ExodusPoint Capital Management
New York
$7.11M 566,229 -265,540 -32%
Invesco
15
Invesco
Georgia
$5.59M 445,795 -42,437 -9%
DG
16
DigitalBridge Group
Florida
$4.23M 336,830 -91,741 -21%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$4.06M 323,185 -14,714 -4%
Ameriprise
18
Ameriprise
Minnesota
$3.82M 304,272 -3,317 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.3M 262,867 +17,094 +7%
Goldman Sachs
20
Goldman Sachs
New York
$2.65M 211,344 -21,159 -9%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.26M 180,084 -72,294 -29%
Charles Schwab
22
Charles Schwab
California
$2.19M 174,297 +3,025 +2%
Wells Fargo
23
Wells Fargo
California
$2.12M 168,785 +2,336 +1%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.11M 168,175 -6,799 -4%
LFG
25
Larson Financial Group
Missouri
$2.05M 163,659 +10,643 +7%
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