SecurityWSR / Whitestone REIT
IndustryReal Estate Investment Trusts
Institutional Buyers66
Opened Positions10

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in WSR / Whitestone REIT include Citadel Advisors Llc, Kissinger Financial Services LLC, Virginia Retirement Systems Et Al, Fox Run Management, L.l.c., Boston Advisors Llc, Mackenzie Financial Corp, Koch Industries Inc, Rehmann Capital Advisory Group, Quadrant Capital Group Llc, and Minichmacgregor Wealth Management, Llc.

This page shows changes in the ownership structure by listing 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)
2018‑05‑08 13F-HR THRIVENT FINANCIAL FOR LUTHERANS 30,552 34,679 13.51 440 360 -18.18
2017‑07‑11 13F-HR Kissinger Financial Services LLC 47,510 582
2018‑05‑14 13F-HR MASON STREET ADVISORS, LLC 10,019 10,881 8.60 144 113 -21.53
2018‑05‑02 13F-HR Daiwa Securities Group Inc. 3,200 4,600 43.75 46 48 4.35
2017‑02‑10 13F-HR BlackRock Fund Advisors 729,011 884,300 21.30 10,119 12,716 25.66
2018‑04‑18 13F-HR Tiaa, Fsb 24,005 25,469 6.10 346 265 -23.41
2018‑05‑15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 30,006 31,154 3.83 433 324 -25.17
2018‑05‑15 13F-HR GEODE CAPITAL MANAGEMENT, LLC 346,933 352,063 1.48 4,999 3,657 -26.85
2018‑05‑10 13F-HR QUADRANT CAPITAL GROUP LLC 213 2
2017‑02‑10 13F-HR BlackRock Investment Management, LLC 112,528 113,323 0.71 1,562 1,630 4.35
2018‑07‑06 13F-HR Versant Capital Management, Inc 54 739 1,268.52 0 9
2018‑05‑04 13F-HR VIRGINIA RETIREMENT SYSTEMS ET AL 35,100 365
2018‑05‑09 13F-HR NORTHERN TRUST CORP 429,147 443,451 3.33 6,184 4,607 -25.50
2018‑07‑18 13F-HR Louisiana State Employees Retirement System 17,400 17,800 2.30 181 222 22.65
2018‑07‑19 13F-HR Municipal Employees' Retirement System of Michigan 15,670 20,790 32.67 163 259 58.90
2018‑05‑15 13F-HR Tower Research Capital LLC (TRC) 169 4,116 2,335.50 2 43 2,050.00
2017‑02‑14 SC 13G/A VANGUARD SPECIALIZED FUNDS 1,952,347 2,177,987 11.56
2018‑05‑01 13F-HR Sumitomo Mitsui Trust Holdings, Inc. 32,840 32,843 0.01 473 341 -27.91
2018‑05‑15 13F-HR BARCLAYS PLC 7,728 11,657 50.84 111 121 9.01
2018‑05‑18 13F-HR HUNTINGTON ASSET ADVISORS, INC. 74,125 141,625 91.06 1,068 1,471 37.73
2018‑05‑08 13F-HR TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 0 49,986 0 519
2018‑05‑03 13F-HR Zurcher Kantonalbank (Zurich Cantonalbank) 2,663 5,189 94.86 38 54 42.11
2017‑02‑10 13F-HR BlackRock Institutional Trust Company, N.A. 1,038,317 1,137,719 9.57 14,412 16,360 13.52
2018‑05‑01 13F-HR NEW YORK STATE TEACHERS RETIREMENT SYSTEM 25,706 25,990 1.10 370 270 -27.03
2018‑07‑19 13F-HR Garner Asset Management Corp 135,639 136,849 0.89 1,409 1,708 21.22
2018‑05‑15 13F-HR Advisor Group, Inc. 15,024 20,859 38.84 216 217 0.46
2018‑05‑11 13F-HR Cutler Group LP 0 377 0 3
2018‑05‑14 13F-HR Renaissance Technologies LLC 37,700 98,400 161.01 543 1,022 88.21
2018‑05‑14 13F-HR MORGAN STANLEY 101,121 150,169 48.50 1,457 1,560 7.07
2018‑05‑15 13F-HR LPL Financial LLC 46,112 47,272 2.52 664 491 -26.05
2018‑05‑02 13F-HR WELLS FARGO & COMPANY/MN 127,932 132,968 3.94 1,844 1,382 -25.05
2018‑05‑15 13F-HR METROPOLITAN LIFE INSURANCE CO/NY 12,637 13,895 9.95 182 144,370 79,224.18
2018‑05‑15 13F-HR Independent Advisor Alliance 10,250 10,416 1.62 146 106 -27.40
2018‑07‑13 13F-HR BANK OF MONTREAL /CAN/ 1,540 1,811 17.60 16 22 37.50
2018‑05‑17 13F-HR Legal & General Group Plc 69,746 72,966 4.62 1,005 761 -24.28
2018‑05‑15 13F-HR CREDIT SUISSE AG/ 59,356 60,151 1.34 854 625 -26.81
2018‑05‑15 13F-HR Invesco Ltd. 1,707,262 1,905,762 11.63 24,602 19,801 -19.51
2018‑05‑15 13F-HR Bank of New York Mellon Corp 577,680 615,786 6.60 8,325 6,398 -23.15
2018‑05‑11 13F-HR DIMENSIONAL FUND ADVISORS LP 545,851 561,879 2.94 7,866 5,838 -25.78
2018‑05‑14 13F-HR/A CITADEL ADVISORS LLC 14,590 119,122 716.46 202 1,237 512.38
2018‑05‑02 13F-HR RHUMBLINE ADVISERS 91,169 93,445 2.50 1,314 971 -26.10
2018‑05‑14 13F-HR ALLIANCEBERNSTEIN L.P. 283,639 378,389 33.41 4,087 3,931 -3.82
2018‑05‑14 13F-HR UBS ASSET MANAGEMENT AMERICAS INC 16,783 26,783 59.58 241,843 278,275 15.06
2018‑05‑11 13F-HR CITADEL ADVISORS LLC 119,122 1,237
2017‑02‑10 13F-HR BlackRock Advisors LLC 14,691 16,282 10.83 204 234 14.71
2018‑05‑14 13F-HR MACKENZIE FINANCIAL CORP 15,002 156
2018‑05‑17 13F-HR PVG ASSET MANAGEMENT CORP 277,601 510,819 84.01 4,000,230 5,307,409 32.68
2018‑05‑04 13F-HR PRUDENTIAL FINANCIAL INC 62,011 63,911 3.06 894 664 -25.73
2018‑05‑09 13F-HR BlackRock Inc. 5,291,789 5,422,037 2.46 76,255 56,334 -26.12
2018‑04‑27 13F-HR Chicago Partners Investment Group LLC 0 1,000 0 10
2018‑05‑15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Put 0 16,800 0 175
2018‑05‑11 13F-HR CITIGROUP INC 13,389 14,619 9.19 193 152 -21.24
2018‑05‑14 13F-HR NOMURA ASSET MANAGEMENT CO LTD 21,100 25,500 20.85 304 265 -12.83
2018‑07‑13 13F-HR Minichmacgregor Wealth Management, Llc 80 1
2018‑05‑07 13F-HR SCHWAB CHARLES INVESTMENT MANAGEMENT INC 174,628 180,068 3.12 2,517 1,871 -25.67
2018‑02‑16 13F-HR/A Commonwealth Equity Services, Inc 35,389 40,310 13.91 434 526 21.20
2018‑05‑15 13F-HR PEAK6 Investments, L.P. Call 66,500 73,400 10.38 958 763 -20.35
2018‑04‑24 13F-HR Rehmann Capital Advisory Group 386 4
2018‑04‑20 13F-HR STRS OHIO 58,905 64,659 9.77 848 671 -20.87
2018‑07‑10 13F-HR State of Alaska, Department of Revenue 12,620 13,010 3.09 131 162 23.66
2018‑05‑15 13F-HR GUGGENHEIM CAPITAL LLC 16,119 16,462 2.13 234 170 -27.35
2018‑05‑14 13F-HR AMERIPRISE FINANCIAL INC 197,316 205,901 4.35 2,843 2,140 -24.73
2018‑07‑18 13F-HR BOSTON ADVISORS LLC 16,060 200
2018‑05‑14 13F-HR DIAM Co., Ltd. 82,150 82,983 1.01 1,200 862 -28.17
2018‑05‑14 13F-HR KOCH INDUSTRIES INC 13,767 143
2018‑05‑01 13F-HR COMERICA BANK 39,431 40,558 2.86 526 434 -17.49
2018‑07‑17 13F-HR FOX RUN MANAGEMENT, L.L.C. 17,597 220

Related Articles

KTOV: Kitov Pharamceuticals Holdings Analysis and Research Report

2018-07-17 - Asif

History and Development of the Company Kitov Pharma was incorporated under the laws of the State of Israel (under a previous name) on August 12, 1968 and its ordinary shares were originally listed for trading on the TASE in 1978. The company's ordinary shares are currently traded on the TASE under the symbol “KTOV”, and its ADSs and its public warrants are traded on NASDAQ under the symbols “KTOV” and “KTOVW”, respectively. In October 2012, the District Court in Lod, Israel approved the creditors arrangement in accordance with Section 350 of the Companies Law in order to effectuate the sale by Kitov Pharma (then known as Mainrom Line Logistics Ltd.) of all its activities, assets, rights, obligations and liabilities to a private company held by its then controlling shareholders, and all rights of Kitov Pharma’s creditors against it were extinguished. The sale was made pursuant to an arrangement between Kitov Pharma and its creditors. Following such sale and a related cash...

ATHX: Athersys Analysis and Research Report

2018-07-17 - Asif

Overview and Recent Developments Athersys is an international biotechnology company that is focused primarily in the field of regenerative medicine. The company's MultiStem® cell therapy, a patented and proprietary allogeneic stem cell product, is its lead platform product and is currently in later-stage clinical development. The company's current clinical development programs are focused on treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, certain pulmonary conditions and other conditions where the current standard of care is limited or inadequate for many patients, particularly in the critical care segment. Current Programs By applying its proprietary MultiStem cell therapy product, the company established therapeutic product development programs treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, and other conditions. The company's programs in the clinical development stage include ...

CYTX: Cytori Therapeutics Analysis and Research Report

2018-07-16 - Asif

General The company's objective is to build a profitable and growing specialty therapeutics company. To meet this objective, Cytori Therapeutics has acquired and are developing two technology platforms that hold promise for treating millions of patients and represent significant potential for increasing shareholder value. The company's current corporate activities fall substantially into advancing these platforms: Cytori Nanomedicine and Cytori Cell Therapy. The Cytori Nanomedicine platform features a versatile liposomal nanoparticle technology for drug encapsulation that has thus far provided the foundation to bring two promising drugs into mid/late stage clinical trials. Nanoparticle encapsulation is promising because it can help improve the delivery and metabolism of many drugs, thus potentially enhancing the therapeutic profile and patient benefits. The company's lead drug candidate, ATI-0918 is a generic version of pegylated liposomal encapsulated doxorubicin. Pegyl...

CUSIP: 966084204