Purchases and Sales Made in Q4 2023 in Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.14K+ 2.22% |
$10.5K - $14.2K
|
52.4K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 0.88% |
$9.77K - $13.3K
|
122K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.05K+ 0.64% |
$9.68K - $13.1K
|
166K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
793+ 19.54% |
$7.28K - $9.89K
|
4.85K
$65.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
673+ 1.68% |
$6.18K - $8.39K
|
40.7K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
635+ 10.08% |
$5.83K - $7.92K
|
6.93K
$93.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
570+ 2.14% |
$5.23K - $7.11K
|
27.2K
$367K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
565New |
$5.19K - $7.05K
|
565
$7.62K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
495+ 0.4% |
$4.54K - $6.17K
|
126K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
411New |
$3.77K - $5.13K
|
411
$5.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
363+ 0.97% |
$3.33K - $4.53K
|
37.8K
$510K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
334+ 243.8% |
$3.07K - $4.16K
|
471
$6.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
240New |
$2.2K - $2.99K
|
240
$3.24K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
225+ 0.96% |
$2.07K - $2.81K
|
23.6K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
148New |
$1.36K - $1.85K
|
148
$2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
113+ 19.15% |
$1.04K - $1.41K
|
703
$9.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
107+ 0.14% |
$982 - $1.33K
|
75.3K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
79+ 3.95% |
$725 - $985
|
2.08K
$28K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 74.12% |
$578 - $786
|
148
$2K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34+ 0.11% |
$312 - $424
|
29.8K
$402K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$45.9 - $62.4
|
5
$67.5
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$9.18 - $12.5
|
10.1K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2- -0.0% |
$18.4 - $24.9
|
54.9K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2- 0.04% |
$18.4 - $24.9
|
4.67K
$63K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-42- 0.21% |
$386 - $524
|
20.1K
$270K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-152- 28.46% |
$1.4K - $1.9K
|
382
$5.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-206- 1.02% |
$1.89K - $2.57K
|
19.9K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-215- 0.81% |
$1.97K - $2.68K
|
26.4K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-217- 1.62% |
$1.99K - $2.71K
|
13.2K
$177K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-222- 1.49% |
$2.04K - $2.77K
|
14.7K
$198K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-295- 93.65% |
$2.71K - $3.68K
|
20
$270
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.26% |
$2.75K - $3.74K
|
23.6K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 2.14% |
$2.75K - $3.74K
|
13.7K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-452- 2.84% |
$4.15K - $5.64K
|
15.5K
$209K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-456- 0.87% |
$4.19K - $5.69K
|
51.8K
$699K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-519- 0.54% |
$4.76K - $6.47K
|
96.4K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-519- 0.54% |
$4.76K - $6.47K
|
96.4K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-941- 5.01% |
$8.64K - $11.7K
|
17.8K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-966- 3.52% |
$8.87K - $12K
|
26.4K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.05K- 1.84% |
$9.59K - $13K
|
55.7K
$752K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.05K- 26.92% |
$9.6K - $13K
|
2.84K
$38.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.06K- 3.13% |
$9.72K - $13.2K
|
32.8K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.06K- 2.47% |
$9.75K - $13.2K
|
42K
$566K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.16K- 3.0% |
$10.7K - $14.5K
|
37.5K
$506K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.51K- 5.3% |
$13.8K - $18.8K
|
26.9K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-1.7K- 6.04% |
$15.6K - $21.2K
|
26.5K
$357K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.97K- 15.1% |
$18.1K - $24.5K
|
11.1K
$149K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.18K- 0.44% |
$20K - $27.1K
|
488K
$6.59M
|