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.
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.