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Get Institutions for : 
Whitestone Reit (WSR)  
$13.15 0.27 (2.01%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 161    2
Total shares held : 
32,175,126  
% of shares held : 
75.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
2,315,650  
% of shares held change : 
  5.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.18  
Last Quarter's Ending Price : 
$12.55  
Last Quarter's Average Price
$12.35  
Change from last quarter's     
avg. price to the last closing  : 
0.80 (6.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 248,265
 0.77%
 
Increased Positions :
54
 4,422,297
 13.74%
 
Unchanged Positions :
33
 1,497,808
 4.66%
 
Decreased Positions :
60
-1,593,331
-4.95%
 
Closed Positions :
16
-761,581
-2.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ROUMELL ASSET MANAGEMENT LLC 15 *New 2024-03-31 93,715 $1,176,000 93,715
   CLARIVEST ASSET MANAGEMENT LLC 258 *New 2024-03-31 84,706 $1,063,000 84,706
   MONOGRAPH WEALTH ADVISORS LLC 114 *New 2024-03-31 30,000 $377,000 30,000
   Cetera Investment Advisers 3355 *New 2024-03-31 13,660 $171,000 13,660
   BALYASNY ASSET MANAGEMENT LLC 1802 *New 2024-03-31 11,686 $147,000 11,686
   HPM Partners LLC 2150 *New 2024-03-31 11,537 $145,000 11,537
   STATE OF WISCONSIN INVESTMENT BOARD 2101 *New 2024-03-31 11,295 $142,000 11,295
   AIGEN INVESTMENT MANAGEMENT LP 588 *New 2024-03-31 10,757 $135,000 10,757
   Chiron Investment Management LLC 71 *New 2024-03-31 6,925 $87,000 6,925
   Rise Advisors LLC 770 *New 2024-03-31 1,316 $17,000 1,316
   Atlantic Trust Group LLC 2182 *New 2024-03-31 1,043 $13,000 1,043
   LGT Financial Advisors LLC 496 *New 2024-03-31 809 $10,000 809
   Quarry LP 1312 *New 2024-03-31 406 $5,000 406
   Riggs Asset Managment Co. Inc. 523 *New 2024-03-31 78 $1,000 78
   Nelson Van Denburg & Campbell Wealth Management Gr 3509 *New 2024-03-31 17 $0 17

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results