WSR Whitestone REIT (WSR) Insider Trading, Ownership & Congress Trades
Real Estate · Real estate investment trusts · CIK 0001175535
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
111
13F, latest reported quarter
Whitestone REIT insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for Whitestone REIT in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on May 2, 2025.
- The trade is 23.0% of the 21,708 shares held after it.
- No other insider bought within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Miller Donald A bought about $61.8K of WSR on May 28, 2025; 111 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 74.5% of the 6,708 shares held after it.
- No other insider bought within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Miller Donald A bought about $64.3K of WSR on May 2, 2025; 111 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 42.7% of the 11,708 shares held after it.
- No other insider bought within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Miller Donald A bought about $64.2K of WSR on May 2, 2025; 111 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 29.9% of the 16,708 shares held after it.
- No other insider bought within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Miller Donald A bought about $63.5K of WSR on May 2, 2025; 111 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 50.0% of the 3,503 shares held after it.
- 1 other insider bought within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director GATHRIGHT KRISTIAN M bought about $25.1K of WSR on Mar 21, 2025; 1 other insider bought within 30 days and 111 funds added in the latest 13F quarter.14 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
111 funds bought in last quarter
below 56% of Real Estate
Revenue
+4.3% year over year
more than 50% of Real Estate
Margin
31.0% net margin
more than 71% of Real Estate
Buybacks
$1.9M repurchased, FY to 2026-03-31
below 76% of Real Estate
Short interest
no short interest reported
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch WSR
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
Who owns WSR: institutional holders (13F)
13F holdings, latest reported quarter
8,272,745 sh
$156.9M
3,050,205 sh
$57.8M
2,875,464 sh
$54.5M
2,116,495 sh
$40.1M
1,941,309 sh
$36.8M
Congress trades in WSR
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WSR planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
WSR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Nexpoint Merger Arbitrage Fund
$55.4M position · as of 2026-06-30
3.7%
THE ARBITRAGE FUND
$20.6M position · as of 2026-05-31
2.4%
Water Island Event-Driven Fund
$750.9K position · as of 2026-05-31
1.5%
ETC 6 Meridian Small Cap Equity ETF
$1.8M position · as of 2026-05-31
1.4%
First Trust Merger Arbitrage Fund
$17.6M position · as of 2026-06-30
1.1%
First Trust Dow Jones Select MicroCap Index Fund
$2.8M position · as of 2026-06-30
1.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, 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). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 111 funds added last quarter. Each figure is a federal filing, dated the day it went public.
WSR financials
Revenue growth
+4.3%
XBRL, annual
Net margin
31.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$164.2M
four quarters, 2025-04-01 to 2026-03-31
Revenue, TTM WSR
| FY Dec 2025 | $160.9M |
| FY Dec 2024 | $154.3M |
| FY Dec 2023 | $147.0M |
| FY Dec 2022 | $139.4M |
| FY Dec 2021 | $125.4M |
| Mar 2026 | $41.4M |
| Dec 2025 | $43.9M |
| Sep 2025 | $41.0M |
| Jun 2025 | $37.9M |
| Mar 2025 | $38.0M |
| Dec 2024 | $40.8M |
| Sep 2024 | $38.6M |
| Jun 2024 | $37.6M |
At each fiscal year end
Single quarter
Net margin, TTM
+30.7%
net income over revenue, 2025-04-01 to 2026-03-31
Net margin, TTM WSR
| FY Dec 2025 | +31.0% |
| FY Dec 2024 | +23.9% |
| FY Dec 2023 | +13.1% |
| FY Dec 2022 | +25.3% |
| FY Dec 2021 | +9.6% |
| Mar 2026 | +10.0% |
| Dec 2025 | +52.0% |
| Sep 2025 | +44.7% |
| Jun 2025 | +13.3% |
| Mar 2025 | +9.7% |
| Dec 2024 | +42.5% |
| Sep 2024 | +19.7% |
| Jun 2024 | +6.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM WSR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
1.40x
long-term debt only, 2025-12-31; equity 2026-03-31
Debt to equity WSR
| FY Dec 2025 | 1.42x |
| FY Dec 2024 | 1.44x |
| FY Dec 2023 | 1.55x |
| FY Dec 2022 | 1.50x |
| FY Dec 2021 | 1.64x |
| Mar 2026 | 1.40x |
| Dec 2025 | 1.42x |
| Sep 2025 | 1.44x |
| Jun 2025 | 1.48x |
| Mar 2025 | 1.47x |
| Dec 2024 | 1.44x |
| Sep 2024 | 1.53x |
| Jun 2024 | 1.53x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.08x
TTM operating cash flow over long-term debt only, 2025-12-31
Cash flow to debt WSR
| FY Dec 2025 | 0.08x |
| FY Dec 2024 | 0.09x |
| FY Dec 2023 | 0.07x |
| FY Dec 2022 | 0.07x |
| FY Dec 2021 | 0.07x |
| Mar 2026 | 0.08x |
| Dec 2025 | 0.08x |
| Sep 2025 | 0.08x |
| Jun 2025 | 0.08x |
| Mar 2025 | 0.08x |
| Dec 2024 | 0.09x |
| Sep 2024 | 0.08x |
| Jun 2024 | 0.08x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+11.3%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on equity WSR
| FY Dec 2025 | +11.1% |
| FY Dec 2024 | +8.7% |
| FY Dec 2023 | +4.6% |
| FY Dec 2022 | +8.7% |
| FY Dec 2021 | +3.3% |
| Mar 2026 | +11.3% |
| Dec 2025 | +11.1% |
| Sep 2025 | +10.3% |
| Jun 2025 | +8.0% |
| Mar 2025 | +7.3% |
| Dec 2024 | +8.7% |
| Sep 2024 | +5.0% |
| Jun 2024 | +3.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.4%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on assets WSR
| FY Dec 2025 | +4.3% |
| FY Dec 2024 | +3.3% |
| FY Dec 2023 | +1.7% |
| FY Dec 2022 | +3.2% |
| FY Dec 2021 | +1.1% |
| Mar 2026 | +4.4% |
| Dec 2025 | +4.3% |
| Sep 2025 | +3.9% |
| Jun 2025 | +2.9% |
| Mar 2025 | +2.8% |
| Dec 2024 | +3.3% |
| Sep 2024 | +1.9% |
| Jun 2024 | +1.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital WSR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed WSR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
19.78x
close 2026-07-13 over four quarters of diluted EPS, 2025-04-01 to 2026-03-31
P/E, trailing WSR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$1.6B
market value at close 2026-07-13 on 2026-05-04 shares, plus long-term debt only, 2025-12-31, minus cash 2026-03-31
Enterprise value WSR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield WSR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.33x
P/E over trailing EPS growth of 60%: four quarters to 2026-03-31 against the four to 2025-03-31
PEG, trailing WSR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-07-13. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 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 years, as known on 2026-10-28
WSR Stock Sonar score 5/7 axes
Find similar shapesCompareWSR ranks highest on risk and compliance (96th percentile) and profitability (80th), and lowest on financial health (39th), among Real Estate peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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