Purchases and Sales Made in Q1 2024 in Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR) during Q1 2024. The information is specifically focused on institutions that hold shares of Whitestone REIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
566KNew |
$6.56M - $7.41M
|
566K
$7.96M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
142K+ 17.64% |
$1.65M - $1.86M
|
949K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
122K+ 297.04% |
$1.41M - $1.6M
|
163K
$2.29M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
97.7K+ 10.06% |
$1.13M - $1.28M
|
1.07M
$15M
|
|
|
May 14, 2024
Q1 2024
|
Roumell Asset Management, LLC
Chevy Chase, MD |
BUY
|
- |
93.7KNew |
$1.09M - $1.23M
|
93.7K
$1.32M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92.4K+ 40.04% |
$1.07M - $1.21M
|
323K
$4.54M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
84.7KNew |
$981K - $1.11M
|
84.7K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
84.5KNew |
$978K - $1.1M
|
84.5K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
74.7K+ 250.52% |
$865K - $977K
|
105K
$1.47M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
73.6K+ 416.59% |
$852K - $963K
|
91.3K
$1.28M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
73.6K+ 416.59% |
$852K - $963K
|
91.3K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.5K+ 5.78% |
$550K - $622K
|
869K
$12.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.5K+ 5.78% |
$550K - $622K
|
869K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
45.3KNew |
$525K - $593K
|
45.3K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
38.9K+ 3.4% |
$450K - $509K
|
1.18M
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
32.4K+ 1.72% |
$375K - $424K
|
1.92M
$26.9M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
30KNew |
$347K - $392K
|
30K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
24.8KNew |
$287K - $324K
|
24.8K
$348K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.1K+ 6.96% |
$198K - $224K
|
263K
$3.69M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
15.2K+ 2.36% |
$176K - $198K
|
658K
$9.25M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
15K+ 30.0% |
$174K - $196K
|
65K
$913K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7KNew |
$158K - $179K
|
13.7K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.3K+ 37.45% |
$154K - $174K
|
49K
$688K
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
11.8KNew |
$137K - $155K
|
11.8K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$135K - $153K
|
11.7K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.5KNew |
$134K - $151K
|
11.5K
$162K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
11.3KNew |
$131K - $148K
|
11.3K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
10.8KNew |
$125K - $141K
|
10.8K
$151K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10.6K+ 6.96% |
$123K - $139K
|
164K
$2.3M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
8.29K+ 38.47% |
$95.9K - $108K
|
29.8K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$80.2K - $90.6K
|
6.93K
$97.3K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.82K+ 16.81% |
$55.9K - $63.1K
|
33.5K
$471K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.78K+ 41.87% |
$55.4K - $62.6K
|
16.2K
$228K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.02K+ 2.98% |
$46.5K - $52.5K
|
139K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.65K+ 17.01% |
$42.2K - $47.7K
|
25.1K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.44K+ 11.44% |
$39.8K - $45K
|
33.5K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.03K+ 1.77% |
$35K - $39.6K
|
174K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3K+ 13.37% |
$34.8K - $39.3K
|
25.5K
$358K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.91KNew |
$33.7K - $38K
|
2.91K
$40.8K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.34K+ 1.4% |
$27.1K - $30.6K
|
169K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.29K+ 26.7% |
$26.5K - $29.9K
|
10.9K
$152K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.18K+ 5.37% |
$25.3K - $28.6K
|
42.9K
$602K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.07K+ 1.73% |
$23.9K - $27K
|
121K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.61K+ 3.09% |
$18.6K - $21K
|
53.6K
$753K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.61K+ 2.4% |
$18.6K - $21K
|
68.6K
$964K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.32KNew |
$15.2K - $17.2K
|
1.32K
$18.5K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.3K+ 7.56% |
$15.1K - $17K
|
18.5K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.04KNew |
$12.1K - $13.6K
|
1.04K
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
996+ 6.84% |
$11.5K - $13K
|
15.6K
$219K
|
|
|
Feb 20, 2025
Q1 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
953+ 5.35% |
$11K - $12.5K
|
18.8K
$264K
|