Whitestone REIT (NYSE:WSR)
| 8.47 Delayed Data As of Mar 23 |  -0.09 / -1.05%Today’s Change | 8.15 Today|||52-Week Range 13.66 | -12.14% Year-to-Date |
Institutional investors purchased a net $617.7 thousand shares of WSR during the quarter ended June 2019. This may signal that the smart money is gaining interest in this company as the 61.84% of shares outstanding that institutional investors hold is actually below the Real Estate Investment Trusts industry average.
| Individual stakeholders | 8.28% |
| Mutual fund holders | 34.24% |
| Other institutional | 27.60% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2022 | AQR CAPITAL MANAGEMENT LLC Bought 132.3 Thousand shares of Whitestone REIT |
| 12/31/2022 | THE VANGUARD GROUP, INC. Bought 127.9 Thousand shares of Whitestone REIT |
| 12/31/2022 | KENNEDY CAPITAL MANAGEMENT, INC. Bought 126.5 Thousand shares of Whitestone REIT |
Top 10 Owners of Whitestone REIT
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| BlackRock Fund Advisors | 15.03% | 7,421,527 | 70,133,430 | +96,324 | +1.31% |
| The Vanguard Group, Inc. | 6.21% | 3,066,452 | 28,977,971 | +127,870 | +4.35% |
| Conversant Capital LLC | 4.56% | 2,253,070 | 21,291,512 | +30,115 | +1.35% |
| SSgA Funds Management, Inc. | 3.70% | 1,824,594 | 17,242,413 | +61,788 | +3.51% |
| NexPoint Asset Management LP | 3.27% | 1,615,518 | 15,266,645 | +10,000 | +0.62% |
| Geode Capital Management LLC | 1.81% | 891,736 | 8,426,905 | +38,489 | +4.51% |
| Dimensional Fund Advisors LP | 1.27% | 625,535 | 5,911,306 | +1,103 | +0.18% |
| Hazelview Securities, Inc. | 1.20% | 593,967 | 5,612,988 | -123,750 | -17.24% |
| Teachers Advisors LLC | 1.19% | 589,308 | 5,568,961 | +16,998 | +2.97% |
| AQR Capital Management LLC | 1.18% | 583,238 | 5,511,599 | +132,312 | +29.34% |
Top 10 Mutual Funds Holding Whitestone REIT
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| iShares Core S&P Small Cap ETF | 7.13% | 3,518,930 | 33,253,889 | +8,528 | +0.24% |
| Vanguard Total Stock Market Index... | 3.08% | 1,519,520 | 14,359,464 | +6,952 | +0.46% |
| iShares Russell 2000 ETF | 2.00% | 988,814 | 9,344,292 | -3,132 | -0.32% |
| Highland Global Allocation Fund | 1.77% | 875,255 | 8,271,160 | 0 | 0.00% |
| iShares S&P Small Cap 600 Value E... | 1.70% | 837,514 | 7,914,507 | +1,983 | +0.24% |
| Vanguard Extended Market Index Fu... | 1.20% | 591,122 | 5,586,103 | +2,844 | +0.48% |
| iShares Russell 2000 Value ETF | 0.93% | 459,974 | 4,346,754 | +1,400 | +0.31% |
| SPDR S&P 600 Small Cap Value ETF | 0.87% | 428,916 | 4,053,256 | +824 | +0.19% |
| Fidelity Small Cap Index Fund | 0.83% | 411,215 | 3,885,982 | +4,328 | +1.06% |
| TIAA-CREF Quant Small Cap Equity ... | 0.82% | 406,650 | 3,842,843 | -4,560 | -1.11% |