WSR is the ticker symbol for Whitestone REIT, a publicly traded Real Estate sector company listed on NYSE. 13F Pro tracks WSR with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is WSR a good stock to buy?

WSR is tracked on 13F Pro with SEC EDGAR data, but is not currently included in our 32-signal AI quality ranking. The full company profile with financials and AI insights is at https://13fpro.ai/company/WSR.

Where does 13F Pro source WSR data?

All Whitestone REIT fundamentals and ownership data come directly from SEC EDGAR. Whitestone REIT files with the SEC under CIK 1175535. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Whitestone REIT(WSR)— Stock Profile, AI Score & Financials

Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-03-31.

Whitestone REIT (WSR) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro tracks WSR using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2026), Whitestone REIT reports quarterly revenue of $41.4M, net income of $4.1M. Top institutional holders of WSR by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. WSR trades on the NYSE exchange and files with the SEC under CIK 1175535. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WSR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Whitestone REIT directly from SEC EDGAR.

AI Rank

#65

Revenue

$41.4M

Net Income

$4.1M

WSR key financials by period

Whitestone REIT reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2025	10-K	$160.9M	$49.9M	31.7%
FY 2024	10-K	$154.3M	$36.9M	24.5%
FY 2023	10-K	$147.0M	$19.2M	15.7%
FY 2022	10-K	$139.4M	$35.3M	25.8%
FY 2021	10-K	$125.4M	$12.0M	8.1%
FY 2020	10-K	$117.9M	$6.0M	4.8%

Institutions holding WSR

Institutional investors reporting a position in Whitestone REIT on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	8,033,175	$129.7M	2026-03-31
VANGUARD PORTFOLIO MANAGEMENT	3,007,925	$48.6M	2026-03-31
VANGUARD CAPITAL MANAGEMENT	2,102,085	$33.9M	2026-03-31
STATE STREET	1,850,444	$29.9M	2026-03-31
Irenic Capital Management	1,265,391	$20.4M	2026-03-31
GEODE CAPITAL MANAGEMENT	1,198,721	$19.4M	2026-03-31
NEXPOINT ASSET MANAGEMENT, L.P.	875,255	$14.1M	2026-03-31
First Eagle Investment Management	742,115	$12.0M	2026-03-31
CHILTON CAPITAL MANAGEMENT	674,201	$10.9M	2026-03-31
MORGAN STANLEY	654,567	$10.6M	2026-03-31

SEC EDGAR: CIK 1175535 →

Whitestone REIT

WSR

NYSESmall CapReal Estate

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What's Driving WSR's Business? Latest 10-Q Breakdown

19/19 datapoints verified

AI-extracted from the 10-Q filed 2026-05-06 — Q1 FY2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Whitestone REIT posted Q1 revenue of $41.4M (+9% YoY) and, subsequent to quarter-end, agreed to be acquired by AREG Wizard Parent LP for $19.00 per share in cash.

Biggest Revenue Drivers

Rental$40.9M+9% YoY

Combines base rent, recoveries and percentage rents, offset by bad debt adjustments

Other revenue$492K-18% YoY

Primarily lease termination fees

Biggest Revenue Drivers

Total revenue: $41.4M+9% YoY

Rental$40.9M+9% YoY

Combines base rent, recoveries and percentage rents, offset by bad debt adjustments

Within Rental

Same Store Rental$38.1M+5% YoY

Higher average rent per leased square foot ($24.47 to $25.29) and increased recoveries from higher occupancy

Non-Same Store Rental$2.8M+134% YoY

Contribution from 2025-2026 acquisitions (San Clemente, South Hulen, Ashford Village, World Cup Plaza, Dunlap Crossings)

Other revenue$492K-18% YoY

Primarily lease termination fees

Largest Expense Items

Depreciation and amortization$10.0M+7% YoY

Growth in the real estate asset base from acquisitions

Operating and maintenance$7.4M+5% YoY

Increased contract services and utility costs

General and administrative$6.0M+10% YoY

Higher payroll, office expenses and share-based compensation, partly offset by lower legal fees

Real estate taxes$5.1M+21% YoY

Increases at Same Store properties and taxes on newly acquired Non-Same Store properties

Margins: Same Store NOI rose 3.8% to $25.8M as rent growth and recoveries outpaced higher real estate taxes; total operating expenses grew roughly in line with revenue (+9%), keeping operating margin broadly stable.

Watch Items from the Filing

On April 8, 2026, Whitestone entered a merger agreement to be acquired for $19.00/share cash, expected to close H2 2026; a $36M termination fee is payable by the Company or $77M by Parent under specified circumstances.
$79.8 million (~12% of total debt) carries unhedged floating rates (SOFR plus 1.30%-1.90%); a 1% rate move would shift annual net income by approximately $0.8 million.
Geographic concentration in Houston, Dallas and Phoenix metro markets makes the company susceptible to local economic downturns.
Largest tenant represents only 2.1% of annualized rental revenue across 1,448 tenants, indicating low customer concentration risk.
Former CEO's $25 million damages lawsuit remains on appeal at the 14th Court of Appeals of Texas, with a decision pending as of the filing date.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →