Institutional and Fund Ownership - Buyers

SecurityWSR / Whitestone REIT
Institutional Buyers66
Opened Positions19

Major holders that have opened new positions in WSR / Whitestone REIT include Prudential Financial Inc, Great West Life Assurance Co /can/, Kissinger Financial Services LLC, Cubist Systematic Strategies, LLC, Comerica Bank, Public Sector Pension Investment Board, Texas Permanent School Fund, Arizona State Retirement System, Gsa Capital Partners Llp, Louisiana State Employees Retirement System, New York State Teachers Retirement System, Wellington Management Group Llp, Mason Street Advisors, Llc, State of Alaska, Department of Revenue, Schroder Investment Management Group, PineBridge Investments, L.P., Teachers Retirement System Of The State Of Kentucky, LS Investment Advisors, LLC, and Meeder Asset Management Inc.


This page shows institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

File DateFormInvestor Option Prev Shares Shares Change
(Percent)
Prev Value
(x$1000)
Current Value (x$1000) Change
(Percent)
2017‑11‑09 13F‑HR SCHRODER INVESTMENT MANAGEMENT GROUP 5,625 73
2017‑11‑13 13F‑HR PineBridge Investments, L.P. 4,781 62
2017‑11‑13 13F‑HR DIMENSIONAL FUND ADVISORS LP 452,550 515,434 13.90 5,544 6,726 21.32
2017‑11‑09 13F‑HR Legal & General Group Plc 7,795 69,435 790.76 96 906 843.75
2017‑11‑14 13F‑HR METROPOLITAN LIFE INSURANCE CO/NY 27,390 27,415 0.09 336 358 6.55
2017‑11‑06 13F‑HR Advisor Group, Inc. 14,840 17,345 16.88 182 226 24.18
2017‑10‑20 13F‑HR MEEDER ASSET MANAGEMENT INC 919 12
2017‑06‑21 SC 13D/A KBS Strategic Opportunity REIT, Inc. 2,698,120 3,215,193 19.16
2017‑11‑13 13F‑HR WELLINGTON MANAGEMENT GROUP LLP 11,165 146
2017‑11‑13 13F‑HR TEXAS PERMANENT SCHOOL FUND 22,924 299
2017‑11‑14 13F‑HR STATE STREET CORP 671,188 887,259 32.19 8,223 11,577 40.79
2017‑10‑24 13F‑HR FIRST TRUST ADVISORS LP 0 10,027 0 131
2017‑11‑06 13F‑HR COMERICA BANK 40,175 537
2017‑11‑13 13F‑HR TIAA CREF INVESTMENT MANAGEMENT LLC 98,020 98,904 0.90 1,201 1,291 7.49
2017‑11‑14 13F‑HR UBS Group AG 8,805 51,156 480.99 108 668 518.52
2017‑11‑14 13F‑HR CHILTON CAPITAL MANAGEMENT LLC 549,140 818,486 49.05 6,727 10,681 58.78
2017‑11‑20 13F‑HR GSA CAPITAL PARTNERS LLP 17,217 225
2017‑11‑09 13F‑HR AMERICAN INTERNATIONAL GROUP INC 22,831 29,353 28.57 280 383 36.79
2017‑11‑06 13F‑HR Municipal Employees' Retirement System of Michigan 0 14,500 0 189
2017‑11‑14 13F‑HR Arizona State Retirement System 20,000 261
2017‑11‑14 13F‑HR ROYAL BANK OF CANADA 51,345 54,178 5.52 629 707 12.40
2017‑11‑14 13F‑HR BARCLAYS PLC 102 3,576 3,405.88 1 46 4,500.00
2017‑11‑14 13F‑HR PUBLIC SECTOR PENSION INVESTMENT BOARD 24,100 315
2017‑11‑07 13F‑HR AMERIPRISE FINANCIAL INC 18,599 199,946 975.04 229 2,610 1,039.74
2017‑11‑14 13F‑HR Invesco Ltd. 1,368,012 1,402,848 2.55 16,758 18,307 9.24
2017‑11‑09 13F‑HR JP MORGAN CHASE & CO 0 45,556 0 594
2017‑07‑11 13F‑HR Kissinger Financial Services LLC 47,510 582
2017‑11‑14 13F‑HR GOLDMAN SACHS GROUP INC 53,847 170,993 217.55 660 2,231 238.03
2017‑11‑14 13F‑HR GEODE CAPITAL MANAGEMENT, LLC 340,453 349,883 2.77 4,170 4,565 9.47
2017‑11‑14 13F‑HR THRIVENT FINANCIAL FOR LUTHERANS 0 26,864 0 351
2017‑11‑13 13F‑HR CITIGROUP INC 852 24,056 2,723.47 10 314 3,040.00
2017‑11‑15 13F‑HR Ridgewood Investments LLC 66,740 70,956 6.32 818 926 13.20
2017‑10‑30 13F‑HR NEW YORK STATE TEACHERS RETIREMENT SYSTEM 14,924 195
2017‑11‑02 13F‑HR PRUDENTIAL FINANCIAL INC 63,281 826
2017‑11‑14 13F‑HR GUGGENHEIM CAPITAL LLC 16,582 17,479 5.41 202 229 13.37
2017‑11‑14 13F‑HR BOOTHBAY FUND MANAGEMENT, LLC 0 16,100 0 210
2017‑11‑14 13F‑HR Cubist Systematic Strategies, LLC 46,423 606
2017‑11‑14 13F‑HR CREDIT SUISSE AG/ 12,992 31,509 142.53 159 411 158.49
2017‑11‑14 13F‑HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 67,500 73,000 8.15 827 953 15.24
2017‑11‑09 13F‑HR WELLS FARGO & COMPANY/MN 96,492 114,678 18.85 1,182 1,497 26.65
2017‑11‑02 13F‑HR IndexIQ Advisors LLC 44,058 45,257 2.72 540 591 9.44
2017‑10‑25 13F‑HR Aperio Group, LLC 10,995 13,083 18.99 135 171 26.67
2017‑11‑03 13F‑HR BNP PARIBAS ARBITRAGE, SA 4,980 19,815 297.89 61,005 258,586 323.88
2017‑11‑14 13F‑HR Tower Research Capital LLC (TRC) 0 6,334 0 83
2017‑11‑02 13F‑HR PRINCIPAL FINANCIAL GROUP INC 0 290,516 0 3,791
2017‑10‑16 13F‑HR Louisiana State Employees Retirement System 15,600 204
2017‑11‑06 13F‑HR RHUMBLINE ADVISERS 48,325 79,841 65.22 592 1,042 76.01
2017‑11‑13 13F‑HR MACKENZIE FINANCIAL CORP 10,000 15,002 50.02 122 196 60.66
2017‑11‑09 13F‑HR TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3,500 46
2017‑11‑14 13F‑HR DIAM Co., Ltd. 79,745 80,821 1.35 997 1,054 5.72
2017‑11‑07 13F‑HR Sumitomo Mitsui Trust Holdings, Inc. 32,309 40,055 23.97 396 523 32.07
2017‑12‑01 13F‑HR/A Axa 95,000 110,100 15.89 1,164 1,437 23.45
2017‑11‑09 13F‑HR GREAT WEST LIFE ASSURANCE CO /CAN/ 48,324 630
2017‑11‑14 13F‑HR VANGUARD GROUP INC 3,641,643 4,521,050 24.15 44,610 58,999 32.26
2017‑12‑14 13F‑HR/A PARAMETRIC PORTFOLIO ASSOCIATES LLC 30,434 34,296 12.69 373 448 20.11
2017‑10‑16 13F‑HR State of Alaska, Department of Revenue 7,610 99
2017‑11‑14 13F‑HR LPL Financial LLC 45,832 46,112 0.61 561 602 7.31
2017‑10‑19 13F‑HR LS Investment Advisors, LLC 1,290 17
2017‑11‑14 13F‑HR BANK OF AMERICA CORP /DE/ 38,510 91,486 137.56 472 1,194 152.97
2017‑11‑07 13F‑HR Commonwealth Equity Services, Inc 35,389 40,309 13.90 433 526 21.48
2017‑11‑09 SC 13G/A BlackRock Inc. 2,159,493 5,128,779 137.50
2017‑11‑13 13F‑HR MASON STREET ADVISORS, LLC 9,757 127
2017‑10‑13 13F‑HR NISA INVESTMENT ADVISORS L.L.C. 1,330 32,830 2,368.42 16 428 2,575.00
2017‑11‑13 13F‑HR PNC FINANCIAL SERVICES GROUP, INC. 0 16 0 0
2017‑11‑14 13F‑HR PEAK6 Investments, L.P. Call 95,900 98,000 2.19 1,175 1,279 8.85
2017‑11‑06 13F‑HR Bank of New York Mellon Corp 326,832 574,802 75.87 4,004 7,500 87.31
CUSIP: 966084204