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 disclosed an insider equity transaction for its Chief Executive Officer and Director, David K. Holeman. On 01/02/2026, he received 87,576 restricted common shares, issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. These units vested at 200% of target based on Whitestone’s #1 peer group ranking for total shareholder return for the period from January 1, 2023 through December 31, 2025.
On the same date, 35,081 common shares were withheld by the company to cover tax withholding obligations, using a per-share value of $13.89 based on the common share closing price on December 31, 2025. After these transactions, Holeman beneficially owns 807,362 common shares, held directly.
Whitestone REIT reported that its President and COO acquired 51,998 restricted common shares on 01/02/2026. These shares were issued at a price of $0 upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan.
The award vested at 200% of the target level because Whitestone REIT achieved a #1 peer group ranking for total shareholder return for the performance period from January 1, 2023 through December 31, 2025. Following this transaction, the officer beneficially owns 462,929 common shares, held directly.
Whitestone REIT reported an insider equity transaction involving its Chief Financial Officer. On 01/02/2026, the CFO received 38,314 restricted common shares at a stated price of $0, issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. These units vested at 200% of target based on the company achieving a #1 peer group ranking for total shareholder return over the performance period from January 1, 2023 through December 31, 2025.
On the same date, 15,529 common shares were withheld by the company to cover tax withholding obligations tied to the vesting, using a per-share value of $13.89 based on the closing sales price on December 31, 2025. After these transactions, the CFO beneficially owned 228,170 common shares, held directly.
Whitestone REIT reported a change in holdings for its General Counsel & Secretary, Peter Tropoli. On 01/02/2026, he acquired 38,314 common shares at $0, representing restricted common shares issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. These units vested at 200% of target based on Whitestone’s #1 peer group ranking for total shareholder return for the performance period from January 1, 2023 through December 31, 2025.
On the same date, 15,455 common shares were disposed of at a value of $13.89 per share, representing shares withheld by the company to satisfy tax withholding obligations related to the vesting. Following these transactions, Tropoli beneficially owns 170,335 common shares, held directly.
Whitestone REIT reported an equity award and related tax share withholding for its VP of Human Resources, Soklin Siv. On 01/02/2026, the officer acquired 24,084 restricted common shares at $0, issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. These units vested at 200% of target based on the company’s #1 peer group ranking for total shareholder return for the performance period from January 1, 2023 through December 31, 2025.
Also on 01/02/2026, 6,521 common shares were disposed of and withheld by Whitestone REIT to satisfy tax withholding obligations tied to the vesting, using a per-share value of $13.89 based on the closing sales price on December 31, 2025. After these transactions, the officer directly beneficially owned 98,744 common shares of Whitestone REIT.
Pillarstone Capital REIT and James C. Mastandrea have amended their proxy materials to restate a press release about Whitestone REIT. Mastandrea, a significant Whitestone shareholder since its 2010 IPO, states that he plans to nominate a new slate of independent trustees at Whitestone’s 2026 annual meeting under the SEC’s universal proxy rules. He argues that Whitestone’s shares have delivered subpar returns, citing what he views as strategic missteps, governance and capital-allocation concerns, and a continued discount to estimated net asset value despite properties in Texas and Arizona.
Mastandrea says his six planned trustee nominees would reset strategy, oversee leadership, and consider options such as a negotiated sale or liquidation of properties. As of the filing, he beneficially owns 1,149,604 Whitestone common shares and Chad D. Champion owns 22,439.33 shares. The group plans to file full proxy materials and urges Whitestone shareholders to review the company’s record since 2021.
Whitestone REIT is the target of an activist campaign led by major shareholder James C. Mastandrea. He has filed amended proxy materials stating that he plans to nominate six independent trustee candidates at the 2026 annual meeting to replace the current Board of Trustees, using the SEC’s universal proxy rules.
Mastandrea, a significant shareholder since the company’s 2010 IPO, argues that Whitestone’s share performance has been weak in recent years and that the stock trades at a persistent discount to estimated net asset value despite owning shopping centers in high‑growth Texas and Arizona markets. He attributes this to what he views as strategic and governance shortcomings by the current board and management.
He says a refreshed board could seek to narrow the valuation discount through improved operations or potential strategic alternatives, including a negotiated sale or property liquidation. Mastandrea beneficially owns 1,149,604 common shares, while fellow participant Chad D. Champion beneficially owns 22,439.33 common shares.
Whitestone REIT shareholder James C. Mastandrea, a significant owner since the 2010 IPO, plans to solicit proxies to elect his own slate of trustees at the Company’s 2026 annual meeting. He intends to nominate six independent candidates with commercial real estate, capital markets, and governance backgrounds to replace the current Board of Trustees.
Mastandrea states that Whitestone’s shares have delivered what he views as subpar returns and notes that the operating portfolio declined from 53 properties at December 31, 2021 to 50 at September 30, 2025, with gross leasable area moving from about 4.9 million to 4.8 million square feet over that period. He attributes what he describes as a valuation discount to strategic and capital allocation decisions and outlines potential paths such as a negotiated sale or property liquidation as options he believes could help close the gap. Mastandrea reports beneficial ownership of 1,149,604 common shares, with an additional 22,439.33 common shares held by participant Chad D. Champion.
James C. Mastandrea, a significant Whitestone REIT shareholder, plans to run a competing slate of six independent trustee nominees at the Company’s 2026 annual meeting under the SEC’s universal proxy rules. He states that Whitestone’s shares have delivered subpar returns, trade at a discount to estimated net asset value, and that recent dividends and buybacks mask what he characterizes as operational stagnation and capital‑allocation issues.
Mastandrea, who beneficially owns 1,149,604 common shares, and participant Chad D. Champion, who beneficially owns 22,439.33 common shares, intend to solicit votes via a separate proxy statement. He outlines potential paths to improve value, including either a negotiated sale to interested investors or a liquidation and sale of properties, and suggests hiring an independent investment bank to evaluate strategic alternatives.
Whitestone REIT reported an insider equity award for director Donald A. Miller, CFA. On 12/24/2025, he acquired 11,986 common shares of Whitestone REIT at $13.70 per share. The filing states this represents a grant of common shares under the company’s 2018 Long-Term Equity Incentive Ownership Plan. Following this grant, Miller beneficially owns 33,694 common shares, held directly.
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