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WHITESTONE REIT
WHITESTONE REIT. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 122 Institutional holders with a total value of $183,806,714.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 3,090,884 46,611,000 25.36%
2 BlackRock Institutional Trust Company, N.A. 1,028,643 15,512,000 8.44%
3 BlackRock Fund Advisors 681,767 10,281,000 5.59%
4 HANCOCK WHITNEY CORP 531,680 8,018,000 4.36%
5 RENAISSANCE TECHNOLOGIES LLC 472,587 7,127,000 3.88%
6 Invesco Ltd. 468,645 7,067,000 3.84%
7 State of New Jersey Common Pension Fund D 466,500 7,035,000 3.83%
8 STATE STREET CORP 399,326 6,018,000 3.27%
9 DIMENSIONAL FUND ADVISORS LP 362,220 5,462,000 2.97%
10 NORTHERN TRUST CORP 286,155 4,315,000 2.35%
11 Bank of New York Mellon Corp 218,068 3,288,000 1.79%
12 Orinda Asset Management LLC 224,472 2,822,000 1.54%
13 MILLENNIUM MANAGEMENT LLC 186,057 2,806,000 1.53%
14 MENTA CAPITAL LLC 169,648 2,558,000 1.39%
15 TWO SIGMA INVESTMENTS, LP 166,719 2,514,000 1.37%
16 PVG Asset Management 160,747 2,424,064 1.32%
17 TIAA CREF INVESTMENT MANAGEMENT LLC 160,229 2,416,000 1.31%
18 GEODE CAPITAL MANAGEMENT, LLC 156,392 2,358,000 1.28%
19 MORGAN STANLEY 153,510 2,315,000 1.26%
20 Calvert Investment Management, Inc. 127,378 1,921,000 1.05%
21 JPMORGAN CHASE & CO 121,170 1,828,000 0.99%
22 WESTWOOD MANAGEMENT CORP /IL/ 116,000 1,749,000 0.95%
23 BlackRock Investment Management, LLC 112,836 1,702,000 0.93%
24 TWO SIGMA ADVISERS, LP 89,400 1,348,000 0.73%
25 RMR Advisors LLC 88,502 1,335,000 0.73%
26 WELLS FARGO & COMPANY/MN 85,463 1,289,000 0.70%
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 85,411 1,288,000 0.70%
28 PERRITT CAPITAL MANAGEMENT INC 85,000 1,282,000 0.70%
29 GUGGENHEIM CAPITAL LLC 78,777 1,188,000 0.65%
30 WEDGE CAPITAL MANAGEMENT L L P/NC 78,600 1,185,000 0.64%
31 Raymond James Financial Services Advisors, Inc. 73,537 1,109,000 0.60%
32 DEUTSCHE BANK AG\ 66,342 999,000 0.54%
33 AXA S.A. 63,938 964,000 0.52%
34 PEAK6 Group LLC 63,000 950,000 0.52% Call
35 Asset Management One Co., Ltd. 63,189 946,000 0.51%
36 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 62,300 940,000 0.51%
37 BANK OF AMERICA CORP /DE/ 59,872 903,000 0.49%
38 LSV ASSET MANAGEMENT 58,829 887,000 0.48%
39 EMERALD ACQUISITION LTD. 57,596 869,000 0.47%
40 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 54,888 828,000 0.45%
41 CREDIT SUISSE AG/ 50,677 765,000 0.42%
42 STRS OHIO 49,898 752,000 0.41%
43 ROYAL BANK OF CANADA 43,678 659,000 0.36%
44 TEACHERS ADVISORS, LLC 41,024 619,000 0.34%
45 GOLDMAN SACHS GROUP INC 40,619 613,000 0.33%
46 Commonwealth Equity Services, Inc 40,164 606,000 0.33%
47 Numeric Investors LLC 37,700 569,000 0.31%
48 Municipal Employees' Retirement System of Michigan 36,970 561,000 0.31%
49 RHUMBLINE ADVISERS 35,850 541,000 0.29%
50 Texan Capital Management 35,714 539,000 0.29%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.