Whitestone REIT
Hedge Funds Holdings

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Whitestone REIT‘s stocks are currently a part of 152 hedge funds’ portfolios, which represents 59.94% of the total amount of its stocks outstanding. This makes up a total of 30.04M shares of Whitestone REIT. Compared to the previous quarter, the number fell by -1.35% or -409.74K shares fewer. As for the holding position changes, 36.84% (56) of current hedge fund investors increased the number of shares held, 36.18% (55) of current holders sold a part of the shares held, and 12.5% (19) closed the holdings completely. 17 hedge funds are new holders of Whitestone REIT stock in Q4 2022, it is 11.18% of total holders.

Hedge funds holding Whitestone REIT (Q1 2018 – Q4 2022)

Number of hedge funds
Q1 2018 116
Q2 2018 127
Q3 2018 114
Q4 2018 133
Q1 2019 128
Q2 2019 118
Q3 2019 119
Q4 2019 117
Q1 2020 115
Q2 2020 122
Q3 2020 120
Q4 2020 124
Q1 2021 123
Q2 2021 148
Q3 2021 144
Q4 2021 149
Q1 2022 158
Q2 2022 174
Q3 2022 156
Q4 2022 152

Hedge funds changes in Whitestone REIT positions (Q1 2018 – Q4 2022)

Changes in positions
Q1 2018 945341711
Q2 2018 2345311117
Q3 2018 65430195
Q4 2018 265231816
Q1 2019 125241176
Q2 2019 114639175
Q3 2019 1248301118
Q4 2019 134931159
Q1 2020 174534163
Q2 2020 175731116
Q3 2020 163647174
Q4 2020 244040182
Q1 2021 173947191
Q2 2021 344542918
Q3 2021 24583827-3
Q4 2021 2360351714
Q1 2022 324557231
Q2 2022 3656541414
Q3 2022 15654832-4
Q4 2022 175655195

Hedge funds changes in Whitestone REIT stock options (Q1 2018 – Q4 2022)

Changes in stock options
Q1 2018 891,000 251,000
Q2 2018 647,000 181,000
Q3 2018 1,307,000 491,000
Q4 2018 1,056,000 399,000
Q1 2019 1,483,000 649,000
Q2 2019 1,239,000 536,000
Q3 2019 998,000 300,000
Q4 2019 1,098,000 655,000
Q1 2020 562,000 267,000
Q2 2020 317,000 346,000
Q3 2020 225,000 387,000
Q4 2020 284,000 482,000
Q1 2021 574,000 52,000
Q2 2021 574,000 553,000
Q3 2021 2,017,000 1,215,000
Q4 2021 1,943,000 801,000
Q1 2022 3,214,000 223,000
Q2 2022 3,822,000 194,000
Q3 2022 3,480,000 456,000
Q4 2022 3,901,928 414,704

Top 50 hedge fund holders of Whitestone REIT (NYSE:WSR)

Hedge fund Value Shares owned Portfolio share
BLACKROCK INC. Larry Fink 64.55M 7.62M 0.002%
VANGUARD GROUP INC 25.43M 3.00M 0.001%
CONVERSANT CAPITAL LLC 18.80M 2.22M 4.476%
STATE STREET CORP 14.91M 1.76M 0.001%
NEXPOINT ASSET MANAGEMENT, L.P. 13.58M 1.60M 0.909%
GEODE CAPITAL MANAGEMENT, LLC 7.21M 853.24K 0.001%
HAZELVIEW SECURITIES INC. 6.42M 717.71K 0.973%
MORGAN STANLEY 6.03M 713.78K 0.001%
NUVEEN ASSET MANAGEMENT, LLC 5.80M 685.83K 0.002%
DIMENSIONAL FUND ADVISORS LP 5.28M 624.43K 0.002%
BANK OF NEW YORK MELLON CORP 5.21M 616.85K 0.001%
MILLENNIUM MANAGEMENT LLC Israel Englander 5.05M 597.00K 0.003%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 4.82M 570.28K 0.007%
NORTHERN TRUST CORP 4.62M 546.90K 0.001%
AQR CAPITAL MANAGEMENT LLC Cliff Asness 3.81M 450.92K 0.009%
KENNEDY CAPITAL MANAGEMENT LLC 3.71M 438.70K 0.109%
AMERIPRISE FINANCIAL INC 3.35M 396.71K 0.001%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.85M 337.48K 0.001%
NORDEA INVESTMENT MANAGEMENT AB 2.73M 317.49K 0.004%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC 2.43M 287.20K 0.007%
PRINCIPAL FINANCIAL GROUP INC 2.42M 287.00K 0.002%
TWO SIGMA ADVISERS, LP 2.17M 257.5K 0.006%
BOOTHBAY FUND MANAGEMENT, LLC 2.12M 251.21K 0.053%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.87M 222.1K 0.001%
INVESCO LTD. 1.73M 204.56K 0.001%
GOLDMAN SACHS GROUP INC 1.66M 196.43K 0.000%
TWO SIGMA INVESTMENTS, LP John Overdeck 1.48M 175.41K 0.005%
WELLS FARGO & COMPANY/MN 1.48M 175.25K 0.001%
CENTERBOOK PARTNERS LP 1.46M 172.88K 0.282%
JPMORGAN CHASE & CO 1.44M 170.29K 0.000%
PRUDENTIAL FINANCIAL INC 1.39M 164.26K 0.002%
RHUMBLINE ADVISERS 1.28M 151.98K 0.002%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1.22M 144.73K 0.003%
JACOBS LEVY EQUITY MANAGEMENT, INC 1.18M 140.40K 0.009%
CITADEL ADVISORS LLC Ken Griffin 995K 117.6K 0.000%
SWISS NATIONAL BANK 931K 110K 0.001%
LEGAL & GENERAL GROUP PLC 915K 108.14K 0.000%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 881K 104.15K 0.002%
GLOBEFLEX CAPITAL L P 814K 96.22K 0.140%
GARNER ASSET MANAGEMENT CORP 797K 94.26K 0.413%
BARCLAYS PLC 781K 92.30K 0.001%
CORNERCAP INVESTMENT COUNSEL INC 770K 90.97K 0.145%
AXA S.A. 736K 87.00K 0.003%
PUBLIC SECTOR PENSION INVESTMENT BOARD 723K 85.52K 0.006%
VOYA INVESTMENT MANAGEMENT LLC 651K 76.99K 0.001%
ASSET MANAGEMENT ONE CO., LTD. 632K 74.73K 0.003%
DAKOTA WEALTH MANAGEMENT 632K 74.68K 0.051%
ROYAL BANK OF CANADA 557K 65.75K 0.000%
VICTORY CAPITAL MANAGEMENT INC 548K 64.77K 0.001%
FEDERATED HERMES, INC. 544K 64.27K 0.002%