Welcome to our dedicated page for Whitestone SEC filings (Ticker: WSR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page compiles Whitestone REIT (NYSE: WSR) SEC filings, giving investors direct access to the company’s official disclosures filed with the U.S. Securities and Exchange Commission. These documents provide detailed information about Whitestone’s open-air retail center portfolio, capital structure, financing arrangements, and material corporate events.
Key filings include Form 8-K current reports that describe significant developments. Recent 8-Ks cover topics such as quarterly and year-to-date operating and financial results, authorization of a share repurchase program, a change in the dividend payment schedule from monthly to quarterly, receipt of settlement proceeds related to Pillarstone Capital REIT Operating Partnership, entry into a new unsecured credit facility with a revolving credit component and term loan, and the establishment of an at-the-market equity offering program. Another 8-K discusses the transition of Whitestone’s independent registered public accounting firm following an acquisition of assets by a successor audit firm.
Through these filings, readers can examine how Whitestone reports FFO, Core FFO, NOI, and EBITDAre, along with Same-Store NOI growth, occupancy metrics, and rental rate trends. The filings also outline the terms of Whitestone’s credit agreements, including maturity dates, interest rate structures based on Term SOFR and applicable margins, and the use of interest rate swaps on the term loan. Equity-related filings describe the structure and potential use of the ATM program for issuing common shares.
Stock Titan’s platform presents Whitestone’s SEC filings in chronological order and supports quick navigation across document types. Real-time updates from EDGAR ensure that new 8-Ks, 10-Ks, 10-Qs, and other forms appear promptly once filed. AI-powered summaries highlight the main points of each filing in plain language, helping users understand complex topics such as credit facility amendments, equity distribution agreements, and changes in auditors without reading every page.
Investors interested in dividends, capital allocation, and governance can use this page to find Board decisions on distributions, share repurchases, and financing, as well as disclosures about auditor changes and risk factors referenced in Whitestone’s periodic reports. For those tracking potential corporate transactions, this section also surfaces any SEC-filed materials related to acquisition proposals or strategic alternatives that involve WSR.
Whitestone REIT agreed to be acquired by Ares Real Estate–affiliated funds in an all-cash merger valuing the company at approximately $1.7 billion. Holders of Whitestone common shares and operating partnership units will receive $19.00 in cash per share or unit.
The price reflects a 12.2% premium to Whitestone’s April 8, 2026 close and a 26.5% premium to the unaffected price before a March 5, 2026 Reuters article about a potential sale. The deal requires shareholder approval and other customary conditions and is expected to close in the third quarter of 2026.
The merger agreement includes a $36 million termination fee payable by Whitestone in certain circumstances and a $77 million reverse termination fee payable by Parent in others. Whitestone adopted an exclusive forum bylaw, approved new indemnification agreements for trustees and executives, and plans a special shareholder meeting while deferring its 2026 annual meeting.
Holeman David K reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT CEO David K. Holeman received an equity grant of 24,032 common shares on April 1, 2026. The award was issued at a stated price of $0.00 per share as part of his compensation and is described as restricted common share units under the company’s 2018 Long-Term Equity Incentive Ownership Plan. Following this grant, he directly holds a total of 831,394 common shares.
Hogan John Scott reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT’s Chief Financial Officer, John Scott Hogan, reported an equity award of 14,019 common shares. These were granted as restricted common share units under the company’s 2018 Long-Term Equity Incentive Ownership Plan at no cash cost to him.
Following this grant, Hogan directly holds 242,189 common shares of Whitestone REIT, reflecting his updated ownership position after the award.
Mastandrea Christine J reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT President and COO Christine J. Mastandrea received an equity award of 18,525 restricted common share units on April 1, 2026 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. After this grant, she directly holds 481,454 common shares of Whitestone REIT.
Whitestone REIT General Counsel & Secretary Peter Tropoli received a grant of 13,435 restricted common share units of Whitestone REIT common shares. The award was granted at a price of $0.00 per share under the company’s 2018 Long-Term Equity Incentive Ownership Plan and is recorded as a direct holding.
Following this compensation-related grant, Tropoli’s directly held common shares increased to 183,770. This filing reflects an equity incentive award rather than an open-market purchase or sale and does not involve any derivative exercises or tax-withholding transactions.
Siv Soklin reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT VP of Human Resources Siv Soklin received an equity grant of 6,996 common shares as a compensation award. The award was priced at $0.00 per share and represents restricted common share units granted under the company’s 2018 Long-Term Equity Incentive Ownership Plan. Following this grant, Soklin directly holds a total of 105,740 common shares. This is a routine, non‑market transaction that reflects stock-based compensation rather than an open-market purchase or sale.
The Vanguard Group filed Amendment No. 18 to its Schedule 13G/A reporting its beneficial ownership of Whitestone REIT common stock as 0 shares (0%). The filing explains an internal realignment effective January 12, 2026, after which certain subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538. The filing is signed by Ashley Grim, Head of Global Fund Administration, on March 27, 2026.
Whitestone REIT proxy contest led by shareholder James C. Mastandrea. Mr. Mastandrea, who beneficially owns 1,149,604 Common Shares, and the Mastandrea group collectively hold 1,172,043 Common Shares and have nominated six trustee candidates to replace the six incumbents at the 2026 virtual Annual Meeting.
The slate—Champion, Chookaszian, Falwell, Good, Jassem and Morris—targets a board change to pursue a sale of the Company or its real estate assets and votes on three proposals via a GOLD universal proxy card. Timing, record date and shares outstanding as of record date are not included here.
Whitestone REIT is a Maryland-based retail REIT focused on "Community Centered Properties" in culturally diverse neighborhoods. As of December 31, 2025, it wholly owned 56 properties with about 4.9 million square feet of gross leasable area, primarily in Texas and Arizona, and reported approximately $161 million in total revenues.
The consolidated portfolio had a gross book value of roughly $1.4 billion, book equity of about $464 million, and was 95% occupied by GLA. Its largest asset, BLVD Place in Houston, generated 9.7% of 2025 revenues and represented 14.6% of real estate assets.
Whitestone realized $33.4 million in cash in December 2025 from a settlement tied to its former Pillarstone Capital REIT Operating Partnership investment and expects about $4.0 million plus any excess from $2.5 million of reserves in 2026. As of December 31, 2025, net indebtedness was about $644.5 million, including $154 million of property-level mortgages and $426.8 million drawn on its unsecured credit facility.
The company highlights risks from geographic concentration in Houston, Dallas and Phoenix, competition for tenants, inflation, capital markets volatility, cybersecurity, environmental regulation and maintaining REIT tax status. It also emphasizes ESG initiatives, human capital development for its 72 employees and strong disclosure and governance practices.