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.
Whitestone REIT filings document the regulatory record for a Maryland real estate investment trust with common shares listed on the NYSE and operations conducted through Whitestone REIT Operating Partnership, L.P. Its 8-K reports furnish operating results, quarterly supplemental financial packages, REIT performance measures, dividend declarations, and distribution policy changes.
The filing record also covers capital-structure and financing matters, including an unsecured credit facility, interest-rate swap arrangements, an at-the-market common share program under a shelf registration statement, and a common share repurchase authorization. Other disclosures address material definitive agreements, Regulation FD communications, shareholder solicitation and voting matters, governance topics, and exhibits tied to Whitestone’s open-air retail center portfolio.
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.
Whitestone REIT reported stronger fourth-quarter and full-year 2025 results, with net income attributable to common shareholders per diluted share rising to $0.43 from $0.33 in Q4 2024 and to $0.95 from $0.72 for the full year.
The company delivered 4.0% Same Store Net Operating Income growth and record occupancy of 94.6%, supported by healthy leasing metrics and rental rate growth. Full-year Core FFO per diluted share and OP unit increased to $1.05 from $1.01, reflecting improved underlying property performance.
For 2026, Whitestone guides GAAP net income per diluted share to $0.38–$0.43 and Core FFO per diluted share and OP unit to $1.10–$1.14. The Board shifted from monthly to quarterly dividends and declared a first-quarter 2026 dividend of $0.1425 per share and OP unit, a 5.6% increase over the previous quarterly amount.
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.