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.
Company profile
Ticker
WSR
Exchange
Website
CEO
James C. Mastandrea
Employees
Incorporated
Location
Fiscal year end
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)
DFAN14A
Additional proxy materials by non-management
23 Apr 24
DFAN14A
Additional proxy materials by non-management
22 Apr 24
DFAN14A
Additional proxy materials by non-management
22 Apr 24
DFAN14A
Additional proxy materials by non-management
9 Apr 24
DEFC14A
Proxy in contested solicitation
5 Apr 24
DEFA14A
Additional proxy soliciting materials
5 Apr 24
ARS
2023 FY
Annual report to shareholders
4 Apr 24
DEFC14A
Proxy in contested solicitation
4 Apr 24
PRRN14A
Revised preliminary proxy statement filed by non-management
2 Apr 24
PRER14A
Preliminary revised proxy
2 Apr 24
Transcripts
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 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
WSR
Earnings call transcript
2021 Q4
2 Mar 22
WSR
Earnings call transcript
2021 Q3
27 Oct 21
Latest ownership filings
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
4
Christine J Mastandrea
3 Jan 24
4
David K Holeman
3 Jan 24
4
Nandita Berry
21 Dec 23
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 3.07 mm | 3.07 mm | 3.07 mm | 3.07 mm | 3.07 mm | 3.07 mm |
Cash burn (monthly) | (no burn) | 541.17 k | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 3.68 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | -610.61 k | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | -1.1 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
60.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 160 |
Opened positions | 23 |
Closed positions | 15 |
Increased positions | 48 |
Reduced positions | 59 |
13F shares | Current |
---|---|
Total value | 282.01 bn |
Total shares | 29.95 mm |
Total puts | 31.00 k |
Total calls | 118.40 k |
Total put/call ratio | 0.3 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 7.71 mm | $74.26 bn |
Vanguard | 3.27 mm | $31.48 bn |
STT State Street | 1.91 mm | $18.42 bn |
FIG Fortress Investment | 1.43 mm | $13.75 bn |
Geode Capital Management | 1.01 mm | $9.68 bn |
First Eagle Investment Management | 905.01 k | $8.72 bn |
Highland Capital Management Fund Advisors | 875.26 k | $8.43 bn |
MS Morgan Stanley | 868.75 k | $8.37 bn |
Dimensional Fund Advisors | 667.45 k | $6.43 bn |
Kennedy Capital Management | 603.92 k | $5.82 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
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 | Mastandrea Christine J | Common Shares | Payment of exercise | Dispose F | No | No | 12.29 | 15,314 | 188.21 k | 369,814 |
31 Dec 23 | Mastandrea Christine J | Common Shares | Grant | Acquire A | No | No | 0 | 60,000 | 0.00 | 385,128 |
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 |
31 Dec 23 | Peter Tropoli | Common Shares | Payment of exercise | Dispose F | No | No | 12.29 | 13,366 | 164.27 k | 122,577 |
31 Dec 23 | Peter Tropoli | Common Shares | Grant | Acquire A | No | No | 0 | 52,000 | 0.00 | 135,943 |
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 |
News
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
JMP Securities Reiterates Market Outperform on Whitestone REIT, Maintains $15 Price Target
7 Mar 24
Whitestone REIT Q4 Core FFO Per Share $0.24, Inline
6 Mar 24
Whitestone REIT Q4 Sales $37.52M Beat $37.44M Estimate
6 Mar 24
Press releases
Whitestone REIT Acquires Scottsdale Commons
9 Apr 24
EREZ ASSET MANAGEMENT MAILS PROXY STATEMENT SEEKING TO REPLACE TWO WHITESTONE REIT TRUSTEES
9 Apr 24
Whitestone REIT Files Definitive Proxy Materials and Mails Letter to Shareholders
5 Apr 24
Whitestone REIT Announces First Quarter 2024 Earnings Webcast and Conference Call
1 Apr 24
Whitestone REIT Board of Trustees Rejects Nomination of Two Erez Candidates
7 Mar 24