Dark
Light
System
Security
Whitestone Reit Com
Whitestone Reit Com. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 113 Institutional holders with a total value of $186,747,766.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 3,278,028 47,138,000 25.24%
2 BlackRock Institutional Trust Company, N.A. 1,137,719 16,360,000 8.76%
3 BlackRock Fund Advisors 884,300 12,716,000 6.81%
4 Invesco Ltd. 641,341 9,222,000 4.94%
5 HANCOCK WHITNEY CORP 539,750 7,762,000 4.16%
6 State of New Jersey Common Pension Fund D 529,500 7,614,000 4.08%
7 STATE STREET CORP 452,236 6,507,000 3.48%
8 DIMENSIONAL FUND ADVISORS LP 383,292 5,512,000 2.95%
9 RENAISSANCE TECHNOLOGIES LLC 377,800 5,433,000 2.91%
10 ALLIANCEBERNSTEIN L.P. 327,169 4,705,000 2.52%
11 NORTHERN TRUST CORP 322,095 4,631,000 2.48%
12 GEODE CAPITAL MANAGEMENT, LLC 268,108 3,855,000 2.06%
13 Bank of New York Mellon Corp 259,989 3,738,000 2.00%
14 Orinda Asset Management LLC 219,848 3,162,000 1.69%
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 211,223 3,038,000 1.63%
16 MORGAN STANLEY 188,449 2,710,000 1.45%
17 TIAA CREF INVESTMENT MANAGEMENT LLC 156,254 2,247,000 1.20%
18 LSV ASSET MANAGEMENT 121,600 1,748,000 0.94%
19 AQR CAPITAL MANAGEMENT LLC 117,997 1,697,000 0.91%
20 BlackRock Investment Management, LLC 113,323 1,630,000 0.87%
21 PVG Asset Management 110,595 1,590,356 0.85%
22 WESTWOOD MANAGEMENT CORP /IL/ 106,000 1,524,000 0.82%
23 WEDGE CAPITAL MANAGEMENT L L P/NC 92,100 1,324,000 0.71%
24 SYSTEMATIC FINANCIAL MANAGEMENT LP 91,395 1,314,000 0.70%
25 RMR Advisors LLC 88,502 1,273,000 0.68%
26 WELLS FARGO & COMPANY/MN 86,645 1,246,000 0.67%
27 MENTA CAPITAL LLC 74,907 1,077,000 0.58%
28 Raymond James Financial Services Advisors, Inc. 73,237 1,053,000 0.56%
29 AXA S.A. 68,129 980,000 0.52%
30 RIDGEWOOD INVESTMENTS LLC 66,759 959,000 0.51%
31 Asset Management One Co., Ltd. 64,706 930,000 0.50%
32 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 57,588 828,000 0.44%
33 TWO SIGMA ADVISERS, LP 57,331 824,000 0.44%
34 ROYAL BANK OF CANADA 56,346 811,000 0.43%
35 USCA RIA LLC 55,290 795,000 0.43%
36 STRS OHIO 53,987 776,000 0.42%
37 PERRITT CAPITAL MANAGEMENT INC 50,000 719,000 0.39%
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,461 697,000 0.37%
39 LPL Financial LLC 45,350 650,000 0.35%
40 TEACHERS ADVISORS, LLC 45,051 648,000 0.35%
41 SILVER CAPITAL MANAGEMENT LLC 43,560 626,000 0.34%
42 BANK OF AMERICA CORP /DE/ 41,417 595,000 0.32%
43 JAMES INVESTMENT RESEARCH, INC. 41,110 591,000 0.32%
44 PARAMETRIC PORTFOLIO ASSOCIATES LLC 40,592 584,000 0.31%
45 CREDIT SUISSE AG/ 38,913 560,000 0.30%
46 RUSSELL INVESTMENTS GROUP, LTD. 38,372 552,000 0.30%
47 Commonwealth Equity Services, Inc 38,333 551,000 0.30%
48 Texan Capital Management 35,714 514,000 0.28%
49 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 34,600 498,000 0.27%
50 RHUMBLINE ADVISERS 33,930 488,000 0.26%
Page 1 of 3

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.