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Whitestone REIT

WSR
13.730USD
+0.030+0.22%
Close 12/26, 16:00ETQuotes delayed by 15 min
700.49MMarket Cap
15.67P/E TTM

Whitestone REIT

13.730
+0.030+0.22%

More Details of Whitestone REIT Company

Whitestone REIT is a community-centered real estate investment trust (REIT) that acquires, owns, operates, and develops open-air, retail centers located in Phoenix, Austin, Dallas-Fort Worth, Houston and San Antonio. Its centers are convenience focused, which are merchandised with a mix of service-oriented tenants providing food (restaurants and grocers), self-care (health and fitness), services (financial and logistics), education and entertainment to the surrounding communities. The Company's properties include Ahwatukee Plaza, Kempwood Plaza, Davenport Village, Eldorado Plaza, Fountain Square, Fulton Ranch Towne Center, Anderson Arbor, Lakeside Market, Headquarters Village, Heritage Trace Plaza, La Mirada, Keller Place, Town Park, Lion Square, Las Colinas Village, Lake Woodlands Crossing, Dana Park Pad, Arcadia Towne Center, Garden Oaks Shopping Center, Ashford Village, and 5000 South Hulen, among others.

Whitestone REIT Info

Ticker SymbolWSR
Company nameWhitestone REIT
IPO dateAug 26, 2010
CEOHoleman (David K)
Number of employees72
Security typeOrdinary Share
Fiscal year-endAug 26
Address2600 S Gessner Rd Ste 500
CityHOUSTON
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountryUnited States of America
Postal code77063-3223
Phone17138279595
Websitehttps://www.whitestonereit.com/
Ticker SymbolWSR
IPO dateAug 26, 2010
CEOHoleman (David K)

Company Executives of Whitestone REIT

Name
Name/Position
Position
Shareholding
Change
Mr. David K. Holeman
Mr. David K. Holeman
Chief Executive Officer, Trustee
Chief Executive Officer, Trustee
754.87K
+2.35%
Ms. Soklin (Michelle) Siv
Ms. Soklin (Michelle) Siv
Vice President - Human Resources
Vice President - Human Resources
81.18K
+5.61%
Ms. Kristian M. (Krissy) Gathright
Ms. Kristian M. (Krissy) Gathright
Independent Trustee
Independent Trustee
3.50K
+99.83%
Mr. Peter Aristedes Tropoli
Mr. Peter Aristedes Tropoli
General Counsel, Corporate Secretary
General Counsel, Corporate Secretary
--
--
Ms. Christine J. Mastandrea
Ms. Christine J. Mastandrea
President, Chief Operating Officer
President, Chief Operating Officer
--
--
Mr. Donald A. (Don) Miller
Mr. Donald A. (Don) Miller
Independent Trustee
Independent Trustee
--
--
Mr. David Mordy
Mr. David Mordy
Director - Investor Relations
Director - Investor Relations
--
--
Mr. Jeffrey A. (Jeff) Jones
Mr. Jeffrey A. (Jeff) Jones
Independent Trustee
Independent Trustee
--
--
Mr. J. Scott Hogan
Mr. J. Scott Hogan
Chief Financial Officer
Chief Financial Officer
--
--
Ms. Amy S. Feng
Ms. Amy S. Feng
Independent Chairman of the Board of Trustee
Independent Chairman of the Board of Trustee
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. David K. Holeman
Mr. David K. Holeman
Chief Executive Officer, Trustee
Chief Executive Officer, Trustee
754.87K
+2.35%
Ms. Soklin (Michelle) Siv
Ms. Soklin (Michelle) Siv
Vice President - Human Resources
Vice President - Human Resources
81.18K
+5.61%
Ms. Kristian M. (Krissy) Gathright
Ms. Kristian M. (Krissy) Gathright
Independent Trustee
Independent Trustee
3.50K
+99.83%
Mr. Peter Aristedes Tropoli
Mr. Peter Aristedes Tropoli
General Counsel, Corporate Secretary
General Counsel, Corporate Secretary
--
--
Ms. Christine J. Mastandrea
Ms. Christine J. Mastandrea
President, Chief Operating Officer
President, Chief Operating Officer
--
--
Mr. Donald A. (Don) Miller
Mr. Donald A. (Don) Miller
Independent Trustee
Independent Trustee
--
--

Revenue Breakdown

Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.

Shareholding Stats

Updated: Thu, Nov 20
Updated: Thu, Nov 20
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.33%
The Vanguard Group, Inc.
10.27%
MCB Acquisitions LP LLC
9.19%
State Street Investment Management (US)
3.58%
Emmett Investment Management, LP
2.47%
Other
61.15%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.33%
The Vanguard Group, Inc.
10.27%
MCB Acquisitions LP LLC
9.19%
State Street Investment Management (US)
3.58%
Emmett Investment Management, LP
2.47%
Other
61.15%
Shareholder Types
Shareholders
Proportion
Investment Advisor
41.65%
Investment Advisor/Hedge Fund
15.76%
Corporation
9.19%
Hedge Fund
5.10%
Individual Investor
3.39%
Research Firm
1.97%
Pension Fund
1.12%
Bank and Trust
0.50%
Family Office
0.05%
Other
21.26%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
401
33.80M
66.25%
-1.48M
2025Q2
398
39.91M
78.23%
-1.80M
2025Q1
414
39.93M
78.46%
-2.92M
2024Q4
405
39.97M
78.85%
-3.16M
2024Q3
391
37.89M
75.67%
-3.65M
2024Q2
394
37.96M
75.80%
-4.48M
2024Q1
397
36.80M
73.71%
-7.40M
2023Q4
393
35.80M
72.18%
-5.48M
2023Q3
394
33.18M
66.93%
-6.07M
2023Q2
394
33.71M
68.10%
-7.42M
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
6.81M
13.35%
-469.96K
-6.45%
Jun 30, 2025
The Vanguard Group, Inc.
5.21M
10.21%
-47.84K
-0.91%
Jun 30, 2025
MCB Acquisitions LP LLC
4.69M
9.19%
--
--
Nov 18, 2024
State Street Investment Management (US)
1.87M
3.66%
-27.86K
-1.47%
Jun 30, 2025
Emmett Investment Management, LP
1.15M
2.24%
+343.69K
+42.88%
Jun 30, 2025
Geode Capital Management, L.L.C.
1.18M
2.31%
-40.82K
-3.35%
Jun 30, 2025
NexPoint Asset Management, L.P
875.25K
1.72%
--
--
Jun 30, 2025
Holeman (David K)
754.87K
1.48%
+17.34K
+2.35%
Jun 30, 2025
First Eagle Investment Management, L.L.C.
811.04K
1.59%
-287.50K
-26.17%
Jun 30, 2025
BlackRock Financial Management, Inc.
527.29K
1.03%
-42.34K
-7.43%
Jun 30, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
ETC 6 Meridian Small Cap Equity ETF
1.13%
Texas Capital Texas Small Cap Equity Index ETF
1.12%
Invesco S&P SmallCap Low Volatility ETF
0.9%
First Trust Dow Jones Select MicroCap Index Fund
0.87%
ETC 6 Meridian Low Beta Equity Strategy ETF
0.41%
Invesco S&P SmallCap Financials ETF
0.16%
JPMorgan Diversified Return U.S. Small Cap Equity ETF
0.13%
iShares Micro-Cap ETF
0.11%
JPMorgan BetaBuilders MSCI US REIT ETF
0.11%
Fidelity Enhanced Small Cap ETF
0.09%
View more
ETC 6 Meridian Small Cap Equity ETF
Proportion1.13%
Texas Capital Texas Small Cap Equity Index ETF
Proportion1.12%
Invesco S&P SmallCap Low Volatility ETF
Proportion0.9%
First Trust Dow Jones Select MicroCap Index Fund
Proportion0.87%
ETC 6 Meridian Low Beta Equity Strategy ETF
Proportion0.41%
Invesco S&P SmallCap Financials ETF
Proportion0.16%
JPMorgan Diversified Return U.S. Small Cap Equity ETF
Proportion0.13%
iShares Micro-Cap ETF
Proportion0.11%
JPMorgan BetaBuilders MSCI US REIT ETF
Proportion0.11%
Fidelity Enhanced Small Cap ETF
Proportion0.09%

Dividend

A total of 115.74M USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Aug 28, 2025
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on Nov 13, 2025 going ex on Nov 03, 2025
Nov 03, 2025
Nov 13, 2025
Nov 03, 2025
Aug 28, 2025
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on Oct 09, 2025 going ex on Oct 01, 2025
Oct 01, 2025
Oct 09, 2025
Oct 01, 2025
Aug 28, 2025
WSR.NB Final Cash Dividend of gross USD 0.045 paid on Dec 11, 2025 going ex on Dec 01, 2025
Dec 01, 2025
Dec 11, 2025
Dec 01, 2025
Jun 10, 2025
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on Jul 10, 2025 going ex on Jul 01, 2025
Jul 01, 2025
Jul 10, 2025
Jul 01, 2025
Jun 10, 2025
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on Sep 11, 2025 going ex on Sep 02, 2025
Sep 02, 2025
Sep 11, 2025
Sep 02, 2025
Jun 10, 2025
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on Aug 12, 2025 going ex on Aug 01, 2025
Aug 01, 2025
Aug 12, 2025
Aug 01, 2025
Mar 06, 2025
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on May 13, 2025 going ex on May 01, 2025
May 01, 2025
May 13, 2025
May 01, 2025
Mar 06, 2025
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on Apr 10, 2025 going ex on Apr 01, 2025
Apr 01, 2025
Apr 10, 2025
Apr 01, 2025
Mar 06, 2025
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on Jun 12, 2025 going ex on Jun 02, 2025
Jun 02, 2025
Jun 12, 2025
Jun 02, 2025
Dec 04, 2024
WSR.NB Interim Cash Dividend of gross USD 0.045 paid on Feb 11, 2025 going ex on Feb 03, 2025
Feb 03, 2025
Feb 11, 2025
Feb 03, 2025
View more

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data

FAQs

Who are the top five shareholders of Whitestone REIT?

The top five shareholders of Whitestone REIT are:
BlackRock Institutional Trust Company, N.A. holds 6.81M shares, accounting for 13.35% of the total shares.
The Vanguard Group, Inc. holds 5.21M shares, accounting for 10.21% of the total shares.
MCB Acquisitions LP LLC holds 4.69M shares, accounting for 9.19% of the total shares.
State Street Investment Management (US) holds 1.87M shares, accounting for 3.66% of the total shares.
Emmett Investment Management, LP holds 1.15M shares, accounting for 2.24% of the total shares.

What are the top three shareholder types of Whitestone REIT?

The top three shareholder types of Whitestone REIT are:
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
MCB Acquisitions LP LLC

How many institutions hold shares of Whitestone REIT (WSR)?

As of 2025Q3, 401 institutions hold shares of Whitestone REIT, with a combined market value of approximately 33.80M, accounting for 66.25% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -11.98%.

What is the biggest source of revenue for Whitestone REIT?

In --, the -- business generated the highest revenue for Whitestone REIT, amounting to -- and accounting for --% of total revenue.
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