WSR

Whitestone REIT
WSR

Overview Fund Activity

182 hedge funds and large institutions have $416M invested in Whitestone REIT in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
54
Reduced
65
Closed
14
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.18M
2
Charles Schwab
2
Charles Schwab
California
$5.77M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.96M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.29M
5
HCM
5
HGI Capital Management
New York
$4.18M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$10.9M
2
FP
2
Foundry Partners
Minnesota
$7.55M
3
BlackRock
3
BlackRock
New York
$102M
4
DG
4
DigitalBridge Group
Florida
$2.55M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$70.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$102M 7,504,375 -204,327 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.4M 5,204,673 -178,542 -3%
State Street
3
State Street
Massachusetts
$25.2M 1,864,118 -58,444 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$16.9M 1,250,836 +18,109 +1%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$15.9M 1,174,722 +65,000 +6%
Morgan Stanley
6
Morgan Stanley
New York
$12.8M 947,738 -31,133 -3%
NAM
7
Nexpoint Asset Management
Texas
$11.8M 875,255 – –
BFM
8
Boothbay Fund Management
New York
$10.9M 802,280 -450,853 -36%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.92M 659,519 -20,037 -3%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$8.18M 604,414 +604,414 New
Northern Trust
11
Northern Trust
Illinois
$7.67M 566,936 +13,546 +2%
FP
12
Foundry Partners
Minnesota
$7.55M 558,383 -413,650 -43%
KCM
13
Kennedy Capital Management
Missouri
$7.4M 547,211 -68,415 -11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.7M 495,327 -79,643 -14%
Invesco
15
Invesco
Georgia
$6.36M 470,343 +17,794 +4%
Charles Schwab
16
Charles Schwab
California
$5.77M 426,509 +241,669 +131%
Goldman Sachs
17
Goldman Sachs
New York
$4.96M 366,615 +183,963 +101%
HCM
18
HGI Capital Management
New York
$4.18M 308,952 +165,225 +115%
Ameriprise
19
Ameriprise
Minnesota
$4.07M 300,769 +24,085 +9%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.22M 237,807 -17,122 -7%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.12M 230,783 -96,278 -29%
DG
22
DigitalBridge Group
Florida
$2.55M 188,756 -186,901 -50%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$2.46M 182,121 +27,736 +18%
LFG
24
Larson Financial Group
Missouri
$2.39M 176,891 +7,193 +4%
Wells Fargo
25
Wells Fargo
California
$2.37M 174,862 -1,012 -0.6%
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