SecurityWSR / Whitestone REIT
IndustryReal Estate Investment Trusts
Institutional Buyers76
Opened Positions17

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in WSR / Whitestone REIT include KBC Group NV, Intrinsic Edge Capital Management LLC, Renaissance Technologies LLC, Price Capital Management, Inc., Cumberland Partners Ltd, BlueCrest Capital Management Ltd, Kissinger Financial Services LLC, Man Group plc, Cetera Advisors LLC, SG Americas Securities, LLC, Boston Advisors Llc, Piedmont Investment Advisors Llc, Pacer Advisors, Inc., GV Financial Advisors, Glenmede Trust Co Na, Bronfman E.l. Rothschild, L.p., and Steward Partners Investment Advisory, 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)
2018‑05‑11 13F-HR CITIGROUP INC 13,389 14,619 9.19 193 152 -21.24
2018‑08‑01 13F-HR WELLS FARGO & COMPANY/MN 132,968 137,709 3.57 1,382 1,719 24.38
2018‑08‑06 13F-HR HL FINANCIAL SERVICES LLC 21,303 24,105 13.15 221 301 36.20
2018‑09‑18 13F-HR/A NORTHERN TRUST CORP 443,451 466,040 5.09 4,607 5,817 26.26
2018‑08‑13 13F-HR ALLIANCEBERNSTEIN L.P. 378,389 396,449 4.77 3,931 4,948 25.87
2018‑08‑14 13F-HR PEAK6 Investments, L.P. Put 7,300 14,500 98.63 76 181 138.16
2018‑08‑14 13F-HR MASON STREET ADVISORS, LLC 10,881 11,492 5.62 113 143 26.55
2018‑08‑10 13F-HR Cutler Group LP Put 0 300 0 0
2018‑02‑16 13F-HR/A Commonwealth Equity Services, Inc 35,389 40,310 13.91 434 526 21.20
2018‑08‑14 13F-HR Man Group plc 28,600 357
2018‑08‑14 13F-HR STATE STREET CORP 888,885 948,862 6.75 9,239 11,838 28.13
2018‑08‑14 13F-HR CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 56,437 58,427 3.53 586 729 24.40
2018‑08‑13 13F-HR Renaissance Technologies LLC 98,400 1,022
2018‑08‑14 13F-HR BlueCrest Capital Management Ltd 47,676 595
2018‑07‑18 13F-HR BOSTON ADVISORS LLC 16,060 200
2018‑08‑15 13F-HR CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33,100 36,085 9.02 344 450 30.81
2018‑08‑01 13F-HR NEW YORK STATE TEACHERS RETIREMENT SYSTEM 25,990 27,005 3.91 270 337 24.81
2018‑07‑30 13F-HR SIMPLEX TRADING, LLC Call 16 94 487.50 0 117
2017‑02‑14 SC 13G/A VANGUARD SPECIALIZED FUNDS 1,952,347 2,177,987 11.56
2018‑08‑08 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 221 3
2018‑08‑08 13F-HR AMERICAN INTERNATIONAL GROUP INC 23,817 29,606 24.31 247 369 49.39
2018‑08‑15 13F-HR GLENMEDE TRUST CO NA 456 6
2017‑07‑11 13F-HR Kissinger Financial Services LLC 47,510 582
2018‑08‑14 13F-HR UBS Group AG 38,958 52,999 36.04 405 662 63.46
2017‑02‑10 13F-HR BlackRock Fund Advisors 729,011 884,300 21.30 10,119 12,716 25.66
2018‑08‑03 13F-HR Clear Harbor Asset Management, LLC 0 11,965 0 149
2018‑08‑09 13F-HR Cumberland Partners Ltd 56,900 710
2017‑02‑10 13F-HR BlackRock Investment Management, LLC 112,528 113,323 0.71 1,562 1,630 4.35
2018‑08‑14 13F-HR GOLDMAN SACHS GROUP INC 134,700 237,317 76.18 1,400 2,961 111.50
2018‑10‑09 13F-HR State of Alaska, Department of Revenue 13,010 25,228 93.91 162 349 115.43
2018‑08‑10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 70 713 918.57 1 9 800.00
2018‑08‑14 13F-HR THRIVENT FINANCIAL FOR LUTHERANS 34,679 37,099 6.98 360 463 28.61
2018‑08‑14 13F-HR JP Morgan Chase & Co 7,501 88,374 1,078.16 78 1,103 1,314.10
2018‑08‑14 13F-HR LPL Financial LLC 47,272 51,402 8.74 491 641 30.55
2018‑07‑19 13F-HR Municipal Employees' Retirement System of Michigan 15,670 20,790 32.67 163 259 58.90
2018‑08‑13 13F-HR PRINCIPAL FINANCIAL GROUP INC 300,630 310,028 3.13 3,124 3,869 23.85
2018‑08‑09 13F-HR Mitsubishi UFJ Asset Management Co., Ltd. 5,609 5,775 2.96 58 72 24.14
2018‑08‑02 13F-HR Price Capital Management, Inc. 57,661 720
2018‑10‑17 13F-HR Aperio Group, LLC 30,826 32,525 5.51 385 451 17.14
2018‑08‑06 13F-HR RHUMBLINE ADVISERS 93,445 98,467 5.37 971 1,229 26.57
2018‑08‑10 13F-HR DIMENSIONAL FUND ADVISORS LP 561,879 569,721 1.40 5,838 7,110 21.79
2018‑08‑08 13F-HR Independent Advisor Alliance 10,416 14,818 42.26 106 185 74.53
2018‑10‑12 13F-HR Versant Capital Management, Inc 739 788 6.63 9 10 11.11
2018‑08‑03 13F-HR SEI INVESTMENTS CO 0 106 0 1
2018‑08‑07 13F-HR SG Americas Securities, LLC 17,071 213
2018‑07‑27 13F-HR PIEDMONT INVESTMENT ADVISORS LLC 9,245 115
2018‑08‑13 13F-HR PARAMETRIC PORTFOLIO ASSOCIATES LLC 43,729 77,992 78.35 454 973 114.32
2018‑08‑10 13F-HR Cutler Group LP Call 0 10,600 0 4
2018‑08‑15 13F-HR METROPOLITAN LIFE INSURANCE CO/NY 13,895 13,923 0.20 144,370 173,759 20.36
2018‑07‑30 13F-HR Parallel Advisors, LLC 0 425 0 5
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
2018‑07‑19 13F-HR Garner Asset Management Corp 135,639 136,849 0.89 1,409 1,708 21.22
2018‑08‑14 13F-HR/A CITADEL ADVISORS LLC 119,122 504,005 323.10 1,237 6,290 408.49
2018‑08‑01 13F-HR COMERICA BANK 40,558 41,900 3.31 434 532 22.58
2018‑08‑14 13F-HR Pacer Advisors, Inc. 919 11
2018‑08‑14 13F-HR DEUTSCHE BANK AG\ 40,424 63,536 57.17 418 790 89.00
2018‑08‑03 13F-HR KBC Group NV 205,282 2,562
2018‑08‑14 13F-HR UBS ASSET MANAGEMENT AMERICAS INC 26,783 44,783 67.21 278,275 558,892 100.84
2018‑08‑08 13F-HR SCHWAB CHARLES INVESTMENT MANAGEMENT INC 180,068 194,388 7.95 1,871 2,426 29.66
2018‑08‑14 13F-HR BARCLAYS PLC 11,657 14,438 23.86 121 180 48.76
2018‑08‑14 13F-HR GEODE CAPITAL MANAGEMENT, LLC 352,063 379,339 7.75 3,657 4,734 29.45
2018‑08‑08 13F-HR US BANCORP \DE\ 3,190 3,510 10.03 33 44 33.33
2018‑08‑09 13F-HR Mutual of America Capital Management LLC 0 146 0 2
2018‑08‑13 13F-HR PRUDENTIAL FINANCIAL INC 63,911 65,651 2.72 664 819 23.34
2018‑10‑16 13F-HR NISA INVESTMENT ADVISORS L.L.C. 7,555 18,555 145.60 94 258 174.47
2018‑08‑14 13F-HR Intrinsic Edge Capital Management LLC 100,000 1,248
2018‑08‑14 13F-HR/A CITADEL ADVISORS LLC Call 0 14,600 0 182
2018‑08‑01 13F-HR Sumitomo Mitsui Trust Holdings, Inc. 32,843 34,979 6.50 341 437 28.15
2018‑08‑14 13F-HR ROYAL BANK OF CANADA 54,479 54,930 0.83 566 685 21.02
2018‑07‑26 13F-HR TCI Wealth Advisors, Inc. 37
2018‑08‑09 13F-HR BlackRock Inc. 5,422,037 5,669,875 4.57 56,334 70,760 25.61
2017‑02‑10 13F-HR BlackRock Advisors LLC 14,691 16,282 10.83 204 234 14.71
2018‑08‑01 13F-HR Connor, Clark & Lunn Investment Management Ltd. 0 14,100 0 176
2018‑08‑14 13F-HR AMERIPRISE FINANCIAL INC 205,901 220,451 7.07 2,140 2,751 28.55
2018‑08‑14 13F-HR Cetera Advisors LLC 24,130 299
2018‑07‑20 13F-HR Steward Partners Investment Advisory, Llc 41 1
2018‑08‑10 13F-HR Legal & General Group Plc 72,966 78,893 8.12 761 984 29.30
2018‑08‑14 13F-HR GV Financial Advisors 634 8

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