WAVEMAN · COMPANY

WSR · Whitestone Reit

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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WSR

Name: Whitestone REIT (WSR) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Whitestone REIT

INVESTMENT VEHICLES · REAL ESTATE INVESTMENT TRUSTS · CIK 0001175535

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

112

13F, latest reported quarter

REVENUE GROWTH

+4.3%

XBRL, annual

NET MARGIN

31.0%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

112 funds added or opened last quarter

more than 78% of Investment Vehicles

REVENUE

+4.3% year over year

more than 51% of Investment Vehicles

MARGIN

31.0% net margin

more than 66% of Investment Vehicles

BUYBACKS

$1.9M repurchased, FY to 2026-03-31

below 76% of Investment Vehicles

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

112 funds added or opened positions in the latest 13F quarter, of 218 holders.

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 112 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TPL EQIX BRT ACR IRM NYC IDCC SPG MDV MDRR DLB AAT

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Whitestone REIT in the period covered. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Miller Donald A

Director

BUY

2025-05-28

5,000.0

$61.8K

Miller Donald A

Director

BUY

2025-05-02

5,000.0

$64.3K

Miller Donald A

Director

BUY

2025-05-02

5,000.0

$64.2K

Miller Donald A

Director

BUY

2025-05-02

5,000.0

$63.5K

GATHRIGHT KRISTIAN M

Director

BUY

2025-03-21

1,750.0

$25.1K

14 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 9 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

8,272,745.0 sh

$156.9M

NEXPOINT ASSET MANAGEMENT, L.P.

3,050,205.0 sh

$57.8M

VANGUARD PORTFOLIO MANAGEMENT LLC

2,875,464.0 sh

$54.5M

VANGUARD CAPITAL MANAGEMENT LLC

2,116,495.0 sh

$40.1M

STATE STREET CORP

1,941,309.0 sh

$36.8M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

ETC 6 Meridian Small Cap Equity ETF

$1.5M POSITION · AS OF 2026-02-28

1.2%

Virtus Real Asset Income ETF

$219.9K POSITION · AS OF 2026-04-30

1.2%

AlphaCentric Real Income Fund

$460.1K POSITION · AS OF 2026-03-31

1.1%

Fidelity SAI Merger Arbitrage Fund

$6.0M POSITION · AS OF 2026-04-30

1.0%

First Trust Dow Jones Select MicroCap Index Fund

$2.3M POSITION · AS OF 2026-03-31

1.0%

Invesco S&P SmallCap Low Volatility ETF

$2.3M POSITION · AS OF 2026-02-28

1.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2024

$2.4M

$2.8M

$1.1M

+33%

+37%

2023

$1.4M

$3.2M

$692.2K

+11%

+17%

2022

$1.7M

$1.6M

$827.3K

-17%

+4%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$160.9M	$154.3M	$147.0M	$139.4M
NET INCOME	$49.9M	$36.9M	$19.2M	$35.3M
EPS (DILUTED)	0.95	0.72	0.38	0.71
OPERATING CASH FLOW	$50.8M	$58.2M	$47.6M	$44.4M
CASH	$4.9M	$5.2M	$4.6M	$6.2M
LONG-TERM DEBT	$649.4M	$632.5M	$640.5M	$626.0M
BUYBACKS	$2.3M	$2.6M	$525.0K	$537.0K
DIVIDENDS PAID	$27.4M	$24.6M	$23.7M	$23.0M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE