WSR

Whitestone REIT
WSR

Overview Fund Activity

195 hedge funds and large institutions have $460M invested in Whitestone REIT in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
63
Reduced
51
Closed
21
Calls
$740K
Puts
$34K
Net Calls
+$706K
Net Calls Change
+$129K

Top Buyers

1
EIM
1
Emmett Investment Management
New York
$8.9M
2
GKIM
2
GW&K Investment Management
Massachusetts
$8.56M
3
BlackRock
3
BlackRock
New York
$112M
4
SSA
4
Schonfeld Strategic Advisors
New York
$4.6M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$4.15M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$722K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$668K
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Jane Street
4
Jane Street
New York
$345K
5
Goldman Sachs
5
Goldman Sachs
New York
$4.04M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$112M 7,897,948 +393,573 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$73.6M 5,194,695 -9,978 -0.2%
State Street
3
State Street
Massachusetts
$27.5M 1,941,608 +77,490 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$17.7M 1,247,165 -3,671 -0.3%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$16.9M 1,192,840 +18,118 +2%
Morgan Stanley
6
Morgan Stanley
New York
$13.2M 933,599 -14,139 -1%
NAM
7
Nexpoint Asset Management
Texas
$12.4M 875,255 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.28M 654,703 -4,816 -0.7%
EIM
9
Emmett Investment Management
New York
$8.9M 628,313 +628,313 New
Northern Trust
10
Northern Trust
Illinois
$8.83M 622,951 +56,015 +10%
GKIM
11
GW&K Investment Management
Massachusetts
$8.56M 603,716 +603,716 New
FP
12
Foundry Partners
Minnesota
$7.91M 558,273 -110 -0%
KCM
13
Kennedy Capital Management
Missouri
$7.42M 523,784 -23,427 -4%
Invesco
14
Invesco
Georgia
$7.18M 506,601 +36,258 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.77M 477,684 -17,643 -4%
Charles Schwab
16
Charles Schwab
California
$6.25M 440,791 +14,282 +3%
HCM
17
HGI Capital Management
New York
$6M 423,740 +114,788 +37%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$5.26M 371,032 +248,880 +204%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.65M 328,304 +97,521 +42%
SSA
20
Schonfeld Strategic Advisors
New York
$4.6M 324,739 +324,739 New
Ameriprise
21
Ameriprise
Minnesota
$4.16M 293,927 -6,842 -2%
HIM
22
Hillsdale Investment Management
Ontario, Canada
$4.15M 293,200 +293,200 New
DG
23
DigitalBridge Group
Florida
$4.12M 290,492 +101,736 +54%
Goldman Sachs
24
Goldman Sachs
New York
$4.04M 285,452 -81,163 -22%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.54M 249,984 +12,177 +5%
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