WSR

Whitestone REIT

NYSE · Real Estate Investment Trusts · Inc. TX · CIK 0001175535
$19.07 +0.05% $980.1M
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$980.1M
Cap SizeSmall Cap
Analyst ConsensusHold (31%)
Inst. Holders8 funds
Inst. Value$104.5M
Inst. Activity3 buys / 0 sells
SEC Reports4
Press Releases2
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. TX·CIK 0001175535·Prev Close $19.06

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 sold 18,525 shares
President and COO @ $0.00 ($0.00)
Apr 1, 2026 Insider
Siv Soklin sold 6,996 shares
VP of Human Resources @ $0.00 ($0.00)
Apr 1, 2026 Insider
TROPOLI PETER sold 13,435 shares
General Counsel & Secretary @ $0.00 ($0.00)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
225,915 shares ($3.1M)

Price Targets

$19.00 -0.4% upside Hold
Current $19.07 Low $19.00 Median $19.00 High $19.00 7 analysts
$19.00 $19.00

Analyst Ratings

Sell31% buy · 13 analysts
1Strong Buy
3Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$75.2M
MORGAN STANLEY$10.1M
CHARLES SCHWAB INVESTMENT MANAGEMENT$6.1MNEW
TWO SIGMA INVESTMENTS, LP$3.1MADD
FMR LLC$3.1M

Recent Insider Trades

DateInsiderTypeValue
Apr 1, 2026Mastandrea ChristineA$0.00
Apr 1, 2026Siv SoklinA$0.00
Apr 1, 2026TROPOLI PETERA$0.00
Apr 1, 2026Hogan JohnA$0.00
Apr 1, 2026Holeman DavidA$0.00
8 institutional holders with $104.5M total value (7,523,633 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,416,634$75.2M72.0%
2MORGAN STANLEY727,929$10.1M9.7%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC437,539$6.1M5.8%NEW
4TWO SIGMA INVESTMENTS, LP225,915$3.1M3.0%ADD +45.5%
5FMR LLC225,663$3.1M3.0%
6WELLS FARGO & COMPANY/MN196,630$2.7M2.6%
7BANK OF AMERICA CORP /DE/175,023$2.4M2.3%ADD +33.2%
8RENAISSANCE TECHNOLOGIES LLC118,300$1.6M1.6%ADD +52.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPADD155,302225,915+45.5%$3.1M2025-Q4
BANK OF AMERICA CORP /DE/ADD131,445175,023+33.2%$2.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD77,800118,300+52.1%$1.6M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED56,323155,302+175.7%$1.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM212,18477,800-63.3%$955.4K2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED73,984212,184+186.8%$2.6M2025-Q2
BANK OF AMERICA CORP /DE/TRIM164,689113,257-31.2%$1.4M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED17,40556,323+223.6%$702.9K2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM128,48473,984-42.4%$1.1M2025-Q1
UBS Group AGADD52,53573,879+40.6%$1.1M2025-Q1
CITADEL ADVISORS LLCTRIM39,65928,923-27.1%$421.4K2025-Q1
TWO SIGMA INVESTMENTS, LPNEW17,405$253.6K2025-Q1
UBS Group AGADD34,39252,535+52.8%$744.4K2024-Q4
CITADEL ADVISORS LLCADD22,20039,659+78.6%$562.0K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW426,509$5.8M2024-Q3
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 1, 2026Mastandrea Christine JPresident and COOA18,525$0.00$0.00
Apr 1, 2026Siv SoklinVP of Human ResourcesA6,996$0.00$0.00
Apr 1, 2026TROPOLI PETERGeneral Counsel & SecretaryA13,435$0.00$0.00
Apr 1, 2026Hogan John ScottChief Financial OfficerA14,019$0.00$0.00
Apr 1, 2026Holeman David KChief Executive OfficerA24,032$0.00$0.00
Dec 24, 2025Jones Jeffrey AlanDirectorA6,368$13.70$87.2K
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 -0.4% upside Hold (3.00)
$19.00 Low $19.00 High
MetricValue
Current Price$19.07
Target Low$19.00
Target Mean$19.00
Target Median$19.00
Target High$19.00
# Analysts7
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261390031%
May 1, 20261390031%
Apr 1, 20263820085%
Mar 1, 20263820085%
Feb 1, 20263720083%
Jan 1, 20262720082%
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