whitestone reit (nyse: wsr) is a fully integrated real estate investment trust (“reit”) that acquires, owns, manages, develops and redevelops high quality “internet-resistant” neighborhood, community and lifestyle retail centers.
![Whitestone REIT logo](/files/LOGO/1175535-WSR.png)
Company profile
Ticker
WSR
Exchange
Website
CEO
James C. Mastandrea
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
HARTMAN COMMERCIAL PROPERTIES REIT
SEC CIK
Corporate docs
Subsidiaries
Whitestone REIT Operating Partnership, LP • Pillarstone Capital REIT Operating Partnership LP • Whitestone Centers LLC • Whitestone REIT Operating Partnership • Whitestone REIT Operating Partnership III LP, LTD • Whitestone REIT Operating Partnership III LP • Whitestone REIT Operating Company • Whitestone Pima Norte LLC • Whitestone Corporate Park West LLC • Whitestone Retail Services, L.L.C. ...
WSR stock data
Latest filings (excl ownership)
8-K
Other Events
10 Jun 24
8-K
Announces Board Leadership Changes
4 Jun 24
8-K
Submission of Matters to a Vote of Security Holders
17 May 24
8-K
Whitestone REIT Announces Preliminary Results of 2024 Annual Meeting of Shareholders
14 May 24
DEFA14A
Additional proxy soliciting materials
10 May 24
DFAN14A
Additional proxy materials by non-management
9 May 24
DFAN14A
Additional proxy materials by non-management
8 May 24
DEFA14A
Additional proxy soliciting materials
7 May 24
DFAN14A
Additional proxy materials by non-management
6 May 24
DEFA14A
Additional proxy soliciting materials
6 May 24
Transcripts
WSR
Earnings call transcript
2024 Q1
2 May 24
WSR
Earnings call transcript
2023 Q4
7 Mar 24
WSR
Earnings call transcript
2023 Q3
1 Nov 23
WSR
Earnings call transcript
2023 Q2
2 Aug 23
WSR
Earnings call transcript
2023 Q2
2 Aug 23
WSR
Earnings call transcript
2023 Q1
3 May 23
WSR
Earnings call transcript
2022 Q4
1 Mar 23
WSR
Earnings call transcript
2022 Q3
2 Nov 22
WSR
Earnings call transcript
2022 Q2
3 Aug 22
WSR
Earnings call transcript
2022 Q1
4 May 22
Latest ownership filings
4
Amy Shih-Hua Feng
12 Jun 24
4
Amy Shih-Hua Feng
4 Jun 24
SC 13D
MCB PR Capital LLC
3 Jun 24
SC 13G/A
MCB PR Capital LLC
2 Apr 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G
MCB PR Capital LLC
7 Feb 24
SC 13G/A
BlackRock Inc.
22 Jan 24
4
Soklin Siv
3 Jan 24
4
John Scott Hogan
3 Jan 24
4
PETER TROPOLI
3 Jan 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Institutional ownership, Q1 2024
65.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 159 |
Opened positions | 51 |
Closed positions | 18 |
Increased positions | 33 |
Reduced positions | 40 |
13F shares | Current |
---|---|
Total value | 364.49 bn |
Total shares | 32.95 mm |
Total puts | 30.20 k |
Total calls | 85.80 k |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 7.74 mm | $97.12 bn |
Vanguard | 5.45 mm | $68.46 bn |
MCB PR Capital | 2.49 mm | $31.25 mm |
STT State Street | 1.92 mm | $24.06 bn |
Geode Capital Management | 1.18 mm | $14.84 bn |
First Eagle Investment Management | 1.07 mm | $13.41 bn |
Foundry Partners | 949.11 k | $11.91 bn |
Highland Capital Management Fund Advisors | 875.26 k | $10.98 bn |
MS Morgan Stanley | 869.43 k | $10.91 bn |
Boothbay Fund Management | 659.86 k | $8.28 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
11 Jun 24 | Amy Shih-Hua Feng | Common Shares | Buy | Acquire P | No | No | 13.09 | 17,000 | 222.53 k | 40,566 |
3 Jun 24 | Amy Shih-Hua Feng | Common Shares | Buy | Acquire P | No | No | 13.07 | 6,100 | 79.73 k | 23,566 |
31 Dec 23 | Soklin Siv | Common Shares | Payment of exercise | Dispose F | No | No | 12.29 | 5,574 | 68.50 k | 62,997 |
31 Dec 23 | Soklin Siv | Common Shares | Grant | Acquire A | No | No | 0 | 20,000 | 0.00 | 68,571 |
31 Dec 23 | Holeman David K | Common Shares | Payment of exercise | Dispose F | No | No | 12.29 | 35,719 | 438.99 k | 700,699 |
31 Dec 23 | Holeman David K | Common Shares | Grant | Acquire A | No | No | 0 | 120,000 | 0.00 | 736,418 |
31 Dec 23 | John Scott Hogan | Common Shares | Payment of exercise | Dispose F | No | No | 12.29 | 12,392 | 152.30 k | 174,797 |
31 Dec 23 | John Scott Hogan | Common Shares | Grant | Acquire A | No | No | 0 | 48,000 | 0.00 | 187,189 |
News
Top 4 Real Estate Stocks That Should Keep You Up At Night
31 May 24
Whitestone REIT Q1 2024 FFO $0.23 Misses $0.24 Estimate, Sales $37.164M Miss $37.558M Estimate
1 May 24
The Analyst Landscape: 4 Takes On Whitestone REIT
10 Apr 24
JMP Securities Reiterates Market Outperform on Whitestone REIT, Maintains $15 Price Target
10 Apr 24
Press releases
The Picklr Opens at Whitestone REIT's Eldorado Plaza in McKinney, Texas
11 Jun 24
Whitestone REIT Declares Third Quarter 2024 Dividend
10 Jun 24
Whitestone REIT to Present at Nareit's REITweek 2024 Investor Conference
29 May 24
Whitestone REIT Announces Preliminary Results of 2024 Annual Meeting of Shareholders
14 May 24
Whitestone REIT Urges Shareholders to Support Its Highly Qualified Trustee Nominees at the Annual Meeting on May 14 – Vote Today Using the White Proxy Card
10 May 24