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.
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.
Whitestone REIT reported an insider equity transaction involving its Chief Financial Officer. On 01/02/2026, the CFO received 38,314 restricted common shares at a stated price of $0, 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 the company achieving a #1 peer group ranking for total shareholder return over the performance period from January 1, 2023 through December 31, 2025.
On the same date, 15,529 common shares were withheld by the company to cover tax withholding obligations tied to the vesting, using a per-share value of $13.89 based on the closing sales price on December 31, 2025. After these transactions, the CFO beneficially owned 228,170 common shares, held directly.
Whitestone REIT reported a change in holdings for its General Counsel & Secretary, Peter Tropoli. On 01/02/2026, he acquired 38,314 common shares at $0, representing 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 performance period from January 1, 2023 through December 31, 2025.
On the same date, 15,455 common shares were disposed of at a value of $13.89 per share, representing shares withheld by the company to satisfy tax withholding obligations related to the vesting. Following these transactions, Tropoli beneficially owns 170,335 common shares, held directly.
Whitestone REIT reported an equity award and related tax share withholding for its VP of Human Resources, Soklin Siv. On 01/02/2026, the officer acquired 24,084 restricted common shares at $0, 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 the company’s #1 peer group ranking for total shareholder return for the performance period from January 1, 2023 through December 31, 2025.
Also on 01/02/2026, 6,521 common shares were disposed of and withheld by Whitestone REIT to satisfy tax withholding obligations tied to the vesting, using a per-share value of $13.89 based on the closing sales price on December 31, 2025. After these transactions, the officer directly beneficially owned 98,744 common shares of Whitestone REIT.
Pillarstone Capital REIT and James C. Mastandrea have amended their proxy materials to restate a press release about Whitestone REIT. Mastandrea, a significant Whitestone shareholder since its 2010 IPO, states that he plans to nominate a new slate of independent trustees at Whitestone’s 2026 annual meeting under the SEC’s universal proxy rules. He argues that Whitestone’s shares have delivered subpar returns, citing what he views as strategic missteps, governance and capital-allocation concerns, and a continued discount to estimated net asset value despite properties in Texas and Arizona.
Mastandrea says his six planned trustee nominees would reset strategy, oversee leadership, and consider options such as a negotiated sale or liquidation of properties. As of the filing, he beneficially owns 1,149,604 Whitestone common shares and Chad D. Champion owns 22,439.33 shares. The group plans to file full proxy materials and urges Whitestone shareholders to review the company’s record since 2021.