Purchases and Sales Made in Q2 2024 in Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 22.99% |
$38.7K - $48.3K
|
19.1K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.57K+ 5.39% |
$38.6K - $48.1K
|
69.8K
$954K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.43K+ 6.67% |
$37K - $46.2K
|
54.8K
$749K
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.05K+ 18.58% |
$32.9K - $41.1K
|
19.5K
$266K
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.64K+ 10.52% |
$28.5K - $35.6K
|
27.7K
$379K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.6K+ 1.71% |
$28.1K - $35.1K
|
154K
$2.11M
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2.41K+ 2.85% |
$26.1K - $32.6K
|
87.1K
$1.19M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.32K+ 6.92% |
$25K - $31.3K
|
35.8K
$490K
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.2K+ 18.97% |
$23.8K - $29.7K
|
13.8K
$189K
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.4K+ 1.59% |
$15.1K - $18.9K
|
89.8K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
1.4K+ 5.12% |
$15.1K - $18.9K
|
28.8K
$393K
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.39K+ 3.24% |
$15K - $18.8K
|
44.3K
$605K
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.23K+ 5.6% |
$13.3K - $16.6K
|
23.2K
$317K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
893+ 10.2% |
$9.65K - $12K
|
9.65K
$132K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
853+ 4.61% |
$9.22K - $11.5K
|
19.4K
$265K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
633+ 142.25% |
$6.84K - $8.54K
|
1.08K
$14.7K
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 4.09% |
$6.49K - $8.09K
|
15.3K
$209K
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 2.58% |
$6.49K - $8.09K
|
23.9K
$327K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
551+ 3.4% |
$5.96K - $7.43K
|
16.8K
$229K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
535New |
$5.78K - $7.22K
|
535
$7.31K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
452+ 29.54% |
$4.89K - $6.1K
|
1.98K
$27.1K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
403+ 344.44% |
$4.36K - $5.44K
|
520
$7.11K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
402New |
$4.35K - $5.42K
|
402
$5.5K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273+ 184.46% |
$2.95K - $3.68K
|
421
$5.76K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
193New |
$2.09K - $2.6K
|
193
$2.64K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
170New |
$1.84K - $2.29K
|
170
$2.32K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
110+ 74.32% |
$1.19K - $1.48K
|
258
$3.53K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
105New |
$1.14K - $1.42K
|
105
$1.44K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
86+ 0.55% |
$930 - $1.16K
|
15.7K
$214K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
64New |
$692 - $863
|
64
$875
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
54+ 0.53% |
$584 - $728
|
10.2K
$140K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53+ 0.31% |
$573 - $715
|
17.3K
$237K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50New |
$541 - $675
|
50
$684
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$541 - $675
|
50
$684
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46New |
$497 - $621
|
46
$629
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21New |
$227 - $283
|
21
$287
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 8.05% |
$227 - $283
|
282
$3.85K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15+ 0.13% |
$162 - $202
|
11.4K
$156K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 0.99% |
$141 - $175
|
1.33K
$18.2K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$10.8 - $13.5
|
10.1K
$138K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-50- 0.82% |
$541 - $675
|
6.08K
$83.1K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58- 0.42% |
$627 - $782
|
13.6K
$186K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-93- 1.95% |
$1.01K - $1.25K
|
4.69K
$64K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-99- 41.25% |
$1.07K - $1.34K
|
141
$1.93K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-99- 0.33% |
$1.07K - $1.34K
|
29.7K
$406K
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-233- 1.16% |
$2.52K - $3.14K
|
19.8K
$271K
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-252- 1.08% |
$2.72K - $3.4K
|
23.1K
$316K
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-270- 0.19% |
$2.92K - $3.64K
|
139K
$1.89M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-358- 2.77% |
$3.87K - $4.83K
|
12.6K
$172K
|