WSR
Whitestone REIT
$19.06
-0.05%
$979.6M
No data for this timeframe.
Vol
Market Cap$979.6M
Cap SizeSmall Cap
Analyst ConsensusHold (31%)
Inst. Holders50 funds
Inst. Value$358.9M
Inst. Activity8 buys / 4 sells
SEC Reports4
Press Releases2
Recent Activity
May 19, 2026
SEC
Whitestone REIT (WSR) shareholders are being asked to vote on a definitive merger proxy to approve the $19.00/share all-
DEFM14A — Impact 7/10
May 5, 2026
earnings_calendar
WSR Q1 2026 Earnings Scheduled — 2026-05-05
Apr 9, 2026
SEC
Whitestone REIT (WSR) has agreed to be acquired by Ares Real Estate funds in an all-cash deal valued at approximately $1
DEFA14A — Impact 8/10
Apr 9, 2026
SEC
Whitestone REIT (WSR) has agreed to be acquired by Ares Real Estate funds for $1.7 billion in an all-cash transaction, w
8-K — Impact 8/10
Apr 1, 2026
Insider
Mastandrea Christine J was granted 18,525 shares
President and COO
Apr 1, 2026
Insider
Siv Soklin was granted 6,996 shares
VP of Human Resources
Apr 1, 2026
Insider
TROPOLI PETER was granted 13,435 shares
General Counsel & Secretary
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
336,954 shares ($5.4M)
Price Targets
$19.00
-0.3% upside
Hold
Current $19.06
Low $19.00
Median $19.00
High $19.00
7 analysts
$19.00
$19.00
Analyst Ratings
1Strong Buy
3Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 10, 2026 | Colliers Securities | DOWNGRADE | Buy → Neutral |
| Apr 10, 2026 | Citizens | DOWNGRADE | Market Outperform → Market Perform |
| Apr 9, 2026 | Truist Securities | DOWNGRADE | Buy → Hold |
| Apr 9, 2026 | Ladenburg Thalmann | DOWNGRADE | Buy → Neutral |
| Mar 4, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.10 | $0.09 — $0.11 | -3% YoY | 6 |
| Next Q | $0.10 | $0.09 — $0.10 | -3% YoY | 6 |
| Current FY | $0.39 | $0.37 — $0.41 | 6% YoY | 6 |
| Next FY | $0.45 | $0.42 — $0.47 | 15% YoY | 5 |
Latest Reports
BULLISH
DEFM14A
7/10
Whitestone REIT (WSR) shareholders are being asked to vote on a definitive merger proxy to approve the $19.00/share all-
May 19, 2026
BULLISH
DEFA14A
8/10
Whitestone REIT (WSR) has agreed to be acquired by Ares Real Estate funds in an all-cash deal valued at approximately $1
Apr 9, 2026
BULLISH
Press
8/10
Whitestone REIT (WSR) has agreed to be acquired by Ares Management Corporation (ARES) in an all-cash transaction valued
Apr 9, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $129.7M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $48.6M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $33.9M | — |
| STATE STREET CORP | $29.9M | — |
| First Eagle Investment Management, | $12.0M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Mastandrea Christine | A | $0.00 |
| Apr 1, 2026 | Siv Soklin | A | $0.00 |
| Apr 1, 2026 | TROPOLI PETER | A | $0.00 |
| Apr 1, 2026 | Hogan John | A | $0.00 |
| Apr 1, 2026 | Holeman David | A | $0.00 |
50 institutional holders with $358.9M total value (22,230,925 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 8 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,033,175 | $129.7M | 36.1% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,007,925 | $48.6M | 13.5% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,102,085 | $33.9M | 9.5% | — |
| 4 | STATE STREET CORP | 1,850,444 | $29.9M | 8.3% | — |
| 5 | First Eagle Investment Management, LLC | 742,115 | $12.0M | 3.3% | TRIM -26.2% |
| 6 | MORGAN STANLEY | 654,567 | $10.6M | 2.9% | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 640,742 | $10.3M | 2.9% | — |
| 8 | GOLDMAN SACHS GROUP INC | 449,181 | $7.3M | 2.0% | — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 438,073 | $7.1M | 2.0% | — |
| 10 | TWO SIGMA INVESTMENTS, LP | 337,595 | $5.5M | 1.5% | ADD +45.5% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 336,954 | $5.4M | 1.5% | ADD +33.7% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 289,143 | $4.7M | 1.3% | — |
| 13 | FMR LLC | 259,403 | $4.2M | 1.2% | — |
| 14 | Invesco Ltd. | 253,172 | $4.1M | 1.1% | — |
| 15 | AMERIPRISE FINANCIAL INC | 168,102 | $2.7M | 0.8% | — |
| 16 | WELLS FARGO & COMPANY/MN | 163,527 | $2.6M | 0.7% | — |
| 17 | BANK OF AMERICA CORP /DE/ | 162,744 | $2.6M | 0.7% | ADD +33.2% |
| 18 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 160,639 | $2.6M | 0.7% | — |
| 19 | FIRST TRUST ADVISORS LP | 150,945 | $2.4M | 0.7% | — |
| 20 | EXCHANGE TRADED CONCEPTS, LLC | 147,687 | $2.4M | 0.7% | DOUBLED +161.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | ADD | 251,958 | 336,954 | +33.7% | $5.4M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 97,828 | 139,304 | +42.4% | $2.3M | 2026-Q1 |
| Nuveen, LLC | TRIM | 197,261 | 88,841 | -55.0% | $1.4M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 118,300 | 53,811 | -54.5% | $869.0K | 2026-Q1 |
| EP Wealth Advisors, LLC | ADD | 31,936 | 43,897 | +37.5% | $708.9K | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 34,035 | 42,713 | +25.5% | $689.8K | 2026-Q1 |
| M&T BANK CORP | TRIM | 22,814 | 10,293 | -54.9% | $166.2K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 6,308 | 8,573 | +35.9% | $138.5K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 853 | 1,388 | +62.7% | $22.4K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | TRIM | 1,342 | 945 | -29.6% | $15.3K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 31 | 600 | +1835.5% | $9.7K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 58 | 322 | +455.2% | $5.2K | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 153,259 | 251,958 | +64.4% | $3.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 155,302 | 225,915 | +45.5% | $3.1M | 2025-Q4 |
| Nuveen, LLC | TRIM | 382,400 | 197,261 | -48.4% | $2.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 131,445 | 175,023 | +33.2% | $2.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 77,800 | 118,300 | +52.1% | $1.6M | 2025-Q4 |
| HSBC HOLDINGS PLC | ADD | 57,537 | 97,828 | +70.0% | $1.3M | 2025-Q4 |
| FEDERATED HERMES, INC. | DOUBLED | 17,502 | 49,458 | +182.6% | $687.0K | 2025-Q4 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | ADD | 18,977 | 24,728 | +30.3% | $343.5K | 2025-Q4 |
| Rockefeller Capital Management L.P. | TRIM | 12,598 | 6,308 | -49.9% | $87.6K | 2025-Q4 |
| Mirae Asset Global Investments Co., Ltd. | ADD | 948 | 1,342 | +41.6% | $18.6K | 2025-Q4 |
| FIFTH THIRD BANCORP | TRIM | 106 | 58 | -45.3% | $806.00 | 2025-Q4 |
| HRT FINANCIAL LP | TRIM | 30,248 | 10,376 | -65.7% | $144.00 | 2025-Q4 |
| BNP Paribas Asset Management Holding S.A. | ADD | 657 | 853 | +29.8% | $12.00 | 2025-Q4 |
6 unique insiders with 6 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Mastandrea Christine J | President and COO | AWARD | 18,525 | — | — |
| Apr 1, 2026 | Siv Soklin | VP of Human Resources | AWARD | 6,996 | — | — |
| Apr 1, 2026 | TROPOLI PETER | General Counsel & Secretary | AWARD | 13,435 | — | — |
| Apr 1, 2026 | Hogan John Scott | Chief Financial Officer | AWARD | 14,019 | — | — |
| Apr 1, 2026 | Holeman David K | Chief Executive Officer | AWARD | 24,032 | — | — |
| Dec 24, 2025 | Jones Jeffrey Alan | Director | AWARD | 6,368 | $13.70 | $87.2K |
4 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.5/10.
BULLISH
DEFM14A
7/10
Whitestone REIT (WSR) shareholders are being asked to vote on a definitive merger proxy to approve t
May 19, 2026
BULLISH
DEFA14A
8/10
Whitestone REIT (WSR) has agreed to be acquired by Ares Real Estate funds in an all-cash deal valued
Apr 9, 2026
BULLISH
8-K
8/10
Whitestone REIT (WSR) has agreed to be acquired by Ares Real Estate funds for $1.7 billion in an all
Apr 9, 2026
BULLISH
8-K
7/10
Whitestone REIT (WSR) reported solid full-year 2025 results with revenue growth and a 4.0% increase
Feb 25, 2026
Current analyst consensus: Sell (31% buy). Based on 13 analysts: 1 strong buy, 3 buy, 9 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$19.00 mean target
-0.3% upside
Hold (3.00)
$19.00 Low
$19.00 High
| Metric | Value |
|---|---|
| Current Price | $19.06 |
| Target Low | $19.00 |
| Target Mean | $19.00 |
| Target Median | $19.00 |
| Target High | $19.00 |
| # Analysts | 7 |
| Recommendation | Hold (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.10 | $0.09 | $0.11 | -3.3% | +0.0% | 0↑ 3↓ | $0.0B | 11.6% | 6 |
| Next Q 2026-09-30 |
$0.10 | $0.09 | $0.10 | -3.1% | +0.0% | 0↑ 3↓ | $0.0B | 4.7% | 6 |
| Current FY 2026-12-31 |
$0.39 | $0.37 | $0.41 | 6.1% | +0.0% | 0↑ 3↓ | $0.2B | 6.4% | 6 |
| Next FY 2027-12-31 |
$0.45 | $0.42 | $0.47 | 14.9% | +0.0% | 0↑ 1↓ | $0.2B | 4.5% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.097 | |
| 7d ago | $0.097 | |
| 30d ago | $0.097 | |
| 60d ago | $0.125 | -0.028 |
| 90d ago | $0.125 | -0.028 |
5 analyst firms have rated this stock: 0 upgrades, 5 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 10, 2026 | Colliers Securities | DOWNGRADE | Buy | Neutral |
| Apr 10, 2026 | Citizens | DOWNGRADE | Market Outperform | Market Perform |
| Apr 9, 2026 | Truist Securities | DOWNGRADE | Buy | Hold |
| Apr 9, 2026 | Ladenburg Thalmann | DOWNGRADE | Buy | Neutral |
| Mar 4, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | Maxim Group | DOWNGRADE | Buy | Hold |
| Jan 20, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 3 | 9 | 0 | 0 | 31% | |
| May 1, 2026 | 1 | 3 | 9 | 0 | 0 | 31% | |
| Apr 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Mar 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Feb 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Jan 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings_calendar
WSR Q1 2026 Earnings Scheduled — 2026-05-05
Apr 28, 2026
earnings_calendar
WSR Q1 2026 Earnings Scheduled — 2026-04-28
Apr 9, 2026
m_and_a
Whitestone REIT to Be Acquired by Ares for $1.7 Billion
<p align="justify">HOUSTON and NEW YORK, April 09, 2026 (GLOBE NEWSWIRE) -- Whitestone REIT (NYSE: WSR) (“Whitestone” or the “Company”) and Ares Man
Apr 8, 2026
dividend
Whitestone REIT Declares Second Quarter 2026 Dividend
<p align="left">HOUSTON, April 08, 2026 (GLOBE NEWSWIRE) -- Whitestone REIT (NYSE: WSR) (“Whitestone” or the “Company”) today announced that its Boa
Apr 1, 2026
other
Whitestone REIT Adds Premier Tenant at BLVD Place, Signs Agreement for Parkhill’s Houston Headquarters
Multidisciplinary architecture and engineering firm to occupy approximately 5,800 square feet at the mixed-use center <pre>Multidisciplinary architect
Feb 25, 2026
earnings_calendar
WSR Q4 2025 Earnings After Market Close — 2026-02-25