Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.000
Buy
RSI(14)
63.119
Neutral
STOCH(KDJ)(9,3,3)
76.472
Neutral
ATR(14)
0.184
High Vlolatility
CCI(14)
92.591
Neutral
Williams %R
7.097
Overbought
TRIX(12,20)
0.177
Sell
StochRSI(14)
100.000
Buy
Whitestone REIT
WSR13.730USD
+0.030+0.22%
Close 12/26, 16:00（ET）Quotes delayed by 15 min
700.49MMarket Cap
15.67P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Whitestone REIT
Currency: USD Updated: 2025-12-26Key Insights
Whitestone REIT's fundamentals are relatively stable, and its growth potential is high.Its valuation is considered fairly valued, ranking 46/195 in the Residential & Commercial REITs industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 15.00.In the medium term, the stock price is expected to trend up.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Whitestone REIT's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
7
analysts
Buy
Current Rating
15.000
Target Price
+14.68%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Whitestone REIT Highlights
StrengthsRisks
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.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 69.08%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 69.08%.
Fairly Valued
The company’s latest PE is 15.66, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 33.80M shares, decreasing 4.20% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 4.46K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-26The current financial score of Whitestone REIT is 7.27, ranking 112/195 in the Residential & Commercial REITs industry. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 41.05M, representing a year-over-year increase of 6.25%, while its net profit experienced a year-over-year increase of 140.46%.
Score
Financials
5.31
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
7.64
Operational Efficiency
8.42
Growth Potential
8.01
Shareholder Returns
6.98
Whitestone REIT's Company Valuation
Currency: USD Updated: 2025-12-26The current valuation score of Whitestone REIT is 8.83, ranking 16/195 in the Residential & Commercial REITs industry. Its current P/E ratio is 15.66, which is 185.72% below the recent high of 44.75 and 24.57% above the recent low of 11.81.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 46/195
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-26The current earnings forecast score of Whitestone REIT is 8.00, ranking 24/195 in the Residential & Commercial REITs industry. The average price target for Whitestone REIT is 15.00, with a high of 16.00 and a low of 14.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
7
analysts
Buy
Current Rating
15.000
Target Price
+14.68%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
67
Total
8
Median
10
Average
Company name
Ratings
Analysts
Whitestone REIT
WSR
7
Prologis Inc
PLD
26
Kimco Realty Corp
KIM
25
Realty Income Corp
O
24
BXP Inc
BXP
23
Simon Property Group Inc
SPG
22
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-26The current price momentum score of Whitestone REIT is 9.11, ranking 15/195 in the Residential & Commercial REITs industry. Currently, the stock price is trading between the resistance level at 14.00 and the support level at 13.22, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
13.628
Buy
MA10
13.625
Buy
MA20
13.445
Buy
MA50
13.061
Buy
MA100
12.769
Buy
MA200
12.830
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-26The current institutional shareholding score of Whitestone REIT is 5.00, ranking 126/195 in the Residential & Commercial REITs industry. The latest institutional shareholding proportion is 66.25%, representing a quarter-over-quarter decrease of 15.32%. The largest institutional shareholder is The Vanguard, holding a total of 5.24M shares, representing 10.27% of shares outstanding, with 0.54% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
MCB Acquisitions LP LLC
State Street Investment Management (US)
Emmett Investment Management, LP
Geode Capital Management, L.L.C.
NexPoint Asset Management, L.P
Holeman (David K)
BlackRock Financial Management, Inc.
1
2
Risk Assessment
Currency: USD Updated: 2025-12-26The current risk assessment score of Whitestone REIT is 7.80, ranking 121/195 in the Residential & Commercial REITs industry. The company's beta value is 0.81. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.81
VaR
+2.55%
240-Day Maximum Drawdown
+21.61%
240-Day Volatility
+26.18%
Return
Best Daily Return
60 days
+7.56%
120 days
+7.56%
5 years
+9.56%
Worst Daily Return
60 days
-3.17%
120 days
-3.21%
5 years
-6.66%
Sharpe Ratio
60 days
+2.00
120 days
+0.89
5 years
+0.52
Risk Assessment
Maximum Drawdown
240 days
+21.61%
3 years
+24.70%
5 years
+39.29%
Return-to-Drawdown Ratio
240 days
+0.16
3 years
+0.45
5 years
+0.19
Skewness
240 days
+0.48
3 years
+0.42
5 years
+0.38
Volatility
Realised Volatility
240 days
+26.18%
5 years
+27.57%
Standardised True Range
240 days
+1.98%
5 years
+1.95%
Downside Risk-Adjusted Return
120 days
+162.19%
240 days
+162.19%
Maximum Daily Upside Volatility
60 days
+27.43%
Maximum Daily Downside Volatility
60 days
+16.30%
Liquidity
Average Turnover Rate
60 days
+0.45%
120 days
+0.49%
5 years
--
Turnover Deviation
20 days
-36.89%
60 days
-24.33%
120 days
-18.44%
Peer Comparison
Residential & Commercial REITs
Whitestone REIT
WSR
7.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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GLPI
8.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ryman Hospitality Properties Inc
RHP
8.74 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
CareTrust REIT Inc
CTRE
8.64 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Independence Realty Trust Inc
IRT
8.57 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Brixmor Property Group Inc
BRX
8.57 /10
Score
Financial Health
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Earnings Forecast
Price Momentum
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View more
FAQs
How does TradingKey generate the Stock Score of Whitestone REIT?
The TradingKey Stock Score provides a comprehensive assessment of Whitestone REIT based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Whitestone REIT’s performance and outlook.
How do we generate the financial health score of Whitestone REIT?
To generate the financial health score of Whitestone REIT, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Whitestone REIT's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Whitestone REIT.
How do we generate the company valuation score of Whitestone REIT?
To generate the company valuation score of Whitestone REIT, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Whitestone REIT’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Whitestone REIT’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Whitestone REIT.
How do we generate the earnings forecast score of Whitestone REIT?
To calculate the earnings forecast score of Whitestone REIT, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Whitestone REIT’s future.
How do we generate the price momentum score of Whitestone REIT?
When generating the price momentum score for Whitestone REIT, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Whitestone REIT’s prices. A higher score indicates a more stable short-term price trend for Whitestone REIT.
How do we generate the institutional confidence score of Whitestone REIT?
To generate the institutional confidence score of Whitestone REIT, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Whitestone REIT’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Whitestone REIT.
How do we generate the risk management score of Whitestone REIT?
To assess the risk management score of Whitestone REIT, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Whitestone REIT’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Whitestone REIT.
