WSR at a glance
Whitestone REIT (WSR, SEC CIK 1175535) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on July 14, 2026 and Form 4 insider filings as recently as July 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Whitestone REIT (WSR) reported revenue of $160.9 million (up 4.3% from FY2024) and net income of $49.9 million. Diluted EPS was $0.95.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Whitestone REIT (WSR) shares worth $402.1 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $160.9M
- +4.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $402.1M · −1 vs prior quarter
- Latest 8-K
- Jul 14, 2026
- Item 1.02 · Item 5.01 · Item 2.01 · Item 3.01 · Item 5.03 · Item 8.01 · Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $41.386M, up 9% YoY from $38.003M, driven by non-same-store revenue growth of 133%
- Net income $4.193M vs $3.748M YoY; FFO $14.367M vs $13.148M
- Best segment: non-same-store rental revenue $2.834M, up 134%; worst: same-store other revenue $490K, down 18%
- Occupancy 94% vs 93% YoY; distributions $7.378M vs $6.932M, payout 51% of FFO vs 53%
- Near-term headwinds: interest rates, tenant income pressures, vacancies, refinancing needs, and pending mergers
Risk Factors
- New merger-completion risk triggered by April 8, 2026 Merger Agreement, with closing expected in second half of 2026
- Most material update: $36 million termination fee payable after specified recommendation changes or no-shop breaches
- Regulatory and legal risk: shareholder approval and Parent’s REIT tax opinion required before closing
- Operational risk: merger restrictions may block attractive opportunities and disrupt tenant or vendor decisions during prolonged pendency
- Financial risk: delay or termination could require substantial transaction costs and reduce cash available for shareholder distributions
AI summary of the WSR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.02: Termination of a Material Definitive Agreement
- Mergers triggered repayment and termination of the A&R Credit Agreement with Bank of Montreal
- Nationwide Loan obligations fully repaid and agreement terminated at merger closing
Item 5.01: Changes in Control of Registrant
- Company merger consummated, triggering a change of control at Whitestone REIT
- Whitestone REIT merged into Merger Sub and ceased separate existence
Item 2.01: Completion of Acquisition or Disposition of Assets
- Whitestone’s merger closed at $19.00 cash per common share, converting the REIT into a wholly owned subsidiary of Parent
- OP unitholders received $19.00 cash per Partnership OP Unit, excluding units held by the Company and subsidiaries
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- NYSE trading of Whitestone common shares suspended July 14, 2026 following merger completion
- Company requested NYSE delisting and Form 25 deregistration under Exchange Act Section 12(b)
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Merger Sub’s governing documents became those of the surviving company at the Company Merger Effective Time
- Merger OP’s governing documents became those of the surviving partnership at the Partnership Merger Effective Time
Item 8.01: Other Events
- Mergers closed July 14, 2026, marking completion of the announced transaction
- Exhibit 99.1 contains transaction details and management commentary relevant to valuation and integration expectations
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Six Whitestone REIT trustees departed upon merger completion under the Merger Agreement
- Departures involved Amy S. Feng, Julia B. Buthman, Kristian M. Gathright, David K. Holeman, Jeffrey A. Jones, and Donald A. Miller
Item 5.07: Submission of Matters to a Vote of Security Holders
- Merger approved: 37,039,161 votes for versus 116,016 against, satisfying the required majority
- 72.46% shareholder participation, with 37,241,693 of 51,393,977 shares present or represented
Item 7.01: Regulation FD Disclosure
- Item 7.01 contains only an incorporation disclaimer
- No substantive operating, financial, or investor-relevant disclosure provided in the excerpt
Item EX-99.1: Item EX-99.1
- Shareholders approved Ares’ all-cash acquisition, removing the primary shareholder-vote condition
- Consideration fixed at $19.00 per common share or operating-partnership unit
Item 8.01: Other Events
- Twelve demand letters and three shareholder complaints challenge merger-proxy disclosures, creating litigation and potential closing-delay risk
- Whitestone supplements its proxy voluntarily to moot disclosure claims and avoid disruption, without admitting deficiencies or legal liability
AI summaries of WSR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WSR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| TROPOLI PETER | D | Jul 14, 2026 | 330,589 | $19.00 |
| Holeman David K | A | Jul 14, 2026 | 345,938 | - |
| GATHRIGHT KRISTIAN M | D | Jul 14, 2026 | 15,789 | $19.00 |
| TROPOLI PETER | A | Jul 14, 2026 | 151,124 | - |
| Miller Donald A | D | Jul 14, 2026 | 33,694 | $19.00 |
| Feng Amy Shih-Hua | D | Jul 14, 2026 | 69,507 | $19.00 |
| Jones Jeffrey Alan | D | Jul 14, 2026 | 45,728 | $19.00 |
| Miller Donald A | D | Jul 14, 2026 | 33,694 | $19.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $147.0M | $154.3M | $160.9M | |
| Net Income | $19.2M | $36.9M | $49.9M | |
| Net Margin | 13.1% | 23.9% | 31.0% | |
| Balance Sheet | ||||
| Total Assets | $1.1B | $1.1B | $1.2B | |
| Equity | $413.7M | $438.2M | $458.1M | |
| ROE | 4.6% | 8.4% | 10.9% | |
| Per Share | ||||
| EPS | $0.38 | $0.72 | $0.95 | |
| Cash Flow | ||||
| Operating CF | $47.6M | $58.2M | $50.8M | |
Source: XBRL data in Whitestone REIT (WSR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WSR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $402.1M |
| Q1 2026 | 32 | $328.7M |
| Q4 2025 | 30 | $288.1M |
| Q3 2025 | 30 | $255.6M |
| Q2 2025 | 30 | $254.4M |
| Q1 2025 | 27 | $184.1M |
| Q4 2024 | 22 | $156.7M |
| Q3 2024 | 19 | $72.2M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 221 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WSR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 30, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
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WSR SEC filings: frequently asked questions
Which institutions hold WSR stock?
As of June 30, 2026, the largest Whitestone REIT (WSR) holders among the 13F filers tracked by SignalX were BlackRock ($156.9 million), Vanguard Portfolio Management LLC ($54.5 million), Vanguard Capital Management LLC ($40.1 million), State Street Corp ($36.8 million), Millennium Management ($14.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WSR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Whitestone REIT (WSR) reported revenue of $160.9 million (up 4.3% from FY2024) and net income of $49.9 million. Diluted EPS was $0.95. The figures come from the XBRL data in the 10-K.
What did WSR report in its latest 8-K?
Whitestone REIT (WSR) filed an 8-K on July 14, 2026 reporting Item 1.02 (Termination of a Material Definitive Agreement), Item 5.01 (Changes in Control of Registrant), Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 5.03 (Amendments to Articles of Incorporation or Bylaws), Item 8.01 (Other Events) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Mergers triggered repayment and termination of the A&R Credit Agreement with Bank of Montreal.
What are the latest WSR SEC filings?
Whitestone REIT (WSR) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on July 14, 2026 and a Form 4 insider filing on July 15, 2026.
What is WSR's SEC CIK number?
Whitestone REIT (WSR)'s SEC Central Index Key (CIK) is 1175535. EDGAR lists every WSR filing under that number.
Ask anything about WSR
The research agent reads WSR's filings, financials, insider trades and 13F holders, then answers with sources.