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WSR

Whitestone REIT
WSR

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.

New
Increased
Maintained
Reduced
Closed

2,076% more call options, than puts

Call options by funds: $740K | Put options by funds: $34K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $416M → $460M (+$43.6M)

7% more funds holding

Funds holding: 182195 (+13)

2.62% more ownership

Funds ownership: 61.48%64.1% (+2.6%)

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
2.57%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$5.62M +393,573 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$73.6M -$142K -9,978 -0.2%
State Street
3
State Street
Massachusetts
$27.5M +$1.11M +77,490 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$17.7M -$52.4K -3,671 -0.3%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$16.9M +$259K +18,118 +2%
Morgan Stanley
6
Morgan Stanley
New York
$13.2M -$202K -14,139 -1%
NAM
7
Nexpoint Asset Management
Texas
$12.4M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.28M -$68.7K -4,816 -0.7%
EIM
9
Emmett Investment Management
New York
$8.9M +$8.97M +628,313 New
Northern Trust
10
Northern Trust
Illinois
$8.83M +$799K +56,015 +10%
GKIM
11
GW&K Investment Management
Massachusetts
$8.55M +$8.61M +603,716 New
FP
12
Foundry Partners
Minnesota
$7.91M -$1.57K -110 -0%
KCM
13
Kennedy Capital Management
Missouri
$7.42M -$334K -23,427 -4%
Invesco
14
Invesco
Georgia
$7.18M +$517K +36,258 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.77M -$252K -17,643 -4%
Charles Schwab
16
Charles Schwab
California
$6.25M +$204K +14,282 +3%
HCM
17
HGI Capital Management
New York
$6M +$1.64M +114,788 +37%
N
18
Nuveen
North Carolina
$5.26M +$3.55M +248,880 +204%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.65M +$1.39M +97,521 +42%
SSA
20
Schonfeld Strategic Advisors
New York
$4.6M +$4.63M +324,739 New
Ameriprise
21
Ameriprise
Minnesota
$4.16M -$97.6K -6,842 -2%
HIM
22
Hillsdale Investment Management
Ontario, Canada
$4.15M +$4.18M +293,200 New
DG
23
DigitalBridge Group
Florida
$4.12M +$1.45M +101,736 +54%
Goldman Sachs
24
Goldman Sachs
New York
$4.04M -$1.16M -81,163 -22%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.54M +$174K +12,177 +5%