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 entered an amended and restated credit agreement dated September 19, 2025 establishing a $375.0 million unsecured revolving credit facility and a $375.0 million unsecured term loan. The Revolver matures September 19, 2029 with two six-month extension options; the Term Loan matures January 31, 2031. Borrowings accrue interest at a Base Rate or Term SOFR plus an applicable margin; the Revolver initially priced at Term SOFR + 1.40%. The company entered into interest rate swaps to fix Term SOFR rates on the Term Loan, which carries staged Term SOFR+1.35% pricing (3.40% through 9/30/26; 3.36% from 10/1/26–1/31/28; 3.42% from 2/1/28–1/31/31). The A&R agreement eliminated a prior 10 basis point SOFR spread adjustment and reduced an unused fee on the Revolver by 5 basis points in certain cases. At closing the company used approximately $83.2 million to repay its prior revolver, $285 million to refinance its prior term loan, and $6.8 million to pay fees and expenses. The full credit agreement is filed as Exhibit 10.1 and a press release is filed as Exhibit 99.1.
Whitestone REIT entered into equity distribution agreements on September 16, 2025 to sell up to $100,000,000 of its common shares through an "at the market" program using multiple placement agents. The Shares will be offered under the company’s Form S-3 shelf registration and a prospectus supplement dated September 16, 2025. Sales may occur as block, negotiated or exchange transactions, including through market makers or ECNs. Placement agents may receive up to 2.0% of gross sales as compensation. The company is not obligated to sell any shares and the agreements are filed as Exhibit 1.1.
Whitestone REIT has filed a prospectus supplement establishing an at-the-market equity program to offer and sell common shares having an aggregate offering price of up to $100,000,000 through multiple sales agents under separate equity distribution agreements dated September 16, 2025. Sales may be made on the NYSE or in privately negotiated transactions at prevailing or negotiated prices, and each sales agent may receive up to 2.0% of gross sales as compensation. Net proceeds will be contributed to the operating partnership for general corporate purposes, which may include acquisitions, repayment of indebtedness under the company’s credit facility, capital expenditures and working capital. The prospectus supplement discloses an ownership limit of 9.8% to maintain REIT status and states the last reported NYSE sale price as $12.93 per share on September 15, 2025.
Whitestone REIT (WSR) – Form 4 insider filing dated 07/02/2025
Chief Operating Officer Christine J. Mastandrea reported two transactions executed on 06/30/2025:
- Grant of 23,323 restricted common share units (transaction code A). The award was made at $0 cost under the 2018 Long-Term Equity Incentive Ownership Plan.
- Withholding of 6,470 common shares (transaction code F) to cover associated tax obligations, valued by the company at $12.48 per share.
After these transactions, Mastandrea’s direct beneficial ownership stands at 410,931 common shares, implying a net increase of 16,853 shares (+4.3%) versus her pre-transaction position.
No derivative securities were reported. Because the acquisition stemmed from an incentive award—not an open-market purchase—the signal is generally regarded as moderately positive; it increases insider alignment but does not reflect discretionary cash outlay. The tax-related share surrender is mechanically neutral.