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Whitestone REIT VP of Human Resources Siv Soklin reported a routine tax withholding transaction, not an open-market trade. The company withheld 2,324 common shares to cover tax obligations tied to vesting of restricted units under its 2018 long-term equity plan, valuing the shares at $18.96 each based on the June 30, 2026 closing price. After this withholding, Soklin directly owns 103,416 common shares.
Whitestone REIT’s large shareholder group has exited its reporting status. MCB PR Capital LLC, MCB Acquisitions Manager LLC, and P. David Bramble filed Amendment No. 5 to their Schedule 13D to report that their beneficial ownership has fallen to 0 common shares, or 0% of Whitestone’s stock.
The filing states this is a final “exit filing” because, as of June 22, 2026, they ceased to be beneficial owners of more than 5% of Whitestone’s common shares and no longer have to report under Section 13(d). It also notes a prior SEC settlement in which MCB Acquisitions Manager LLC agreed to a $75,000 civil penalty for previously filing a Schedule 13D late.
Whitestone REIT (the Company) has agreed to be acquired in a cash merger. Under the Merger Agreement dated April 8, 2026, holders of Company Common Shares will receive $19.00 in cash per share upon completion of the Company Merger. The Board unanimously recommends that shareholders vote FOR the Merger Proposal.
The Special Meeting to vote on the Mergers is scheduled virtually for July 9, 2026. Only shareholders of record as of May 14, 2026 may vote. Completion is subject to customary closing conditions, certain filings and the required shareholder approval.
Whitestone REIT is asking shareholders to approve a cash merger under which each common share will be converted into $19.00 in cash per share. The transaction is governed by an Agreement and Plan of Merger dated April 8, 2026 and is subject to customary closing conditions, shareholder approval and other conditions set forth in the Merger Agreement.
The Board of Trustees unanimously determined the Merger Agreement is advisable and recommends shareholders vote FOR the Merger Proposal, the Advisory Merger Compensation Proposal and the Adjournment Proposal. BofA Securities delivered a fairness opinion dated April 8, 2026.
Whitestone REIT reports stronger results for the quarter ended March 31, 2026. Total revenues were $41.4 million, up from $38.0 million a year earlier, driven mainly by higher rental income of $40.9 million versus $37.4 million. Net income attributable to Whitestone rose to $4.1 million, compared with $3.7 million, and basic and diluted earnings per share increased to $0.08 from $0.07.
Operating cash flow was $3.6 million, slightly above $3.1 million in the prior-year quarter, while the company paid total quarterly distributions of $0.1425 per common share. At March 31, 2026, Whitestone reported total assets of $1.17 billion, notes payable of $655.1 million, and minimum future rents under existing leases totaling $538.7 million. During the quarter it acquired the Dunlap Crossings property in Phoenix for about $0.8 million.
Whitestone REIT filed an amendment to its 2025 annual report to add full Part III information that was originally expected to come from the 2026 proxy statement. The amendment also refreshes Sarbanes-Oxley certifications, adds two previously omitted material contracts, and corrects the subsidiary list.
The filing details board composition, governance practices, and executive pay philosophy, emphasizing pay-for-performance with heavy use of performance-based equity under the 2018 plan. For 2025, FFO was $54.6 million, Core FFO was $55.4 million, Same Store NOI was $97.5 million, and the net debt to Pro Forma EBITDAre ratio was 6.7x. CEO total compensation was $2.09 million, about 22 times median employee pay.
Jones Jeffrey Alan reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT director Jeffrey Alan Jones received a grant of 6,368 Common Shares on December 24, 2025 at $13.70 per share under the company’s 2018 Long-Term Equity Incentive Ownership Plan. After this grant, he directly owned 45,728 Common Shares.
This Form 4 amendment corrects a prior filing that had mistakenly shown his direct ownership as 39,478 Common Shares. The footnote explains that the corrected ownership figure is already reflected in the original Form 4 filed on December 29, 2025, making the information here duplicative.
Whitestone REIT reported a beneficial ownership filing by Vanguard Portfolio Management showing ownership of 3,025,264 shares, representing 5.88% of the company's common stock as of 03/31/2026. The filing states Vanguard Portfolio Management has sole dispositive power over 3,025,264 shares and sole voting power over 17,339 shares. The disclosure lists Vanguard affiliates and clarifies holdings include securities held by Vanguard funds and managed accounts.
Whitestone REIT’s investor group led by MCB PR Capital LLC filed Amendment No. 4 to its Schedule 13D reporting a sale of common shares that reduced its beneficial ownership to 4,175,005.19 shares, or 8.1% of the outstanding common shares.
The 4,175,005.19 shares are directly owned by MCB PR Capital LLC, with shared voting and dispositive power reported for MCB PR Capital LLC, MCB Acquisitions Manager LLC, and P. David Bramble. Each reports zero sole voting or dispositive power, and the ownership percentage is calculated using Whitestone’s Form 10-K share count as of December 31, 2025.