Whitestone REIT
WSRNYSEReal Estate · Real Estate Investment Trusts · TX · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $38.0M | $37.2M | $147.0M | $139.4M | $125.4M | $117.9M |
| Operating income | — | — | — | — | — | — |
| Net income | $3.7M | $9.3M | $19.2M | $35.3M | $12.0M | $6.0M |
| Total assets | $1.17B | $1.13B | $1.11B | $1.10B | $1.10B | $1.05B |
| Total liabilities | $707.4M | $690.8M | $693.6M | $678.3M | $703.1M | $706.7M |
| Equity | $458.1M | $438.2M | $413.7M | $418.4M | $392.8M | $332.1M |
| EPS (diluted) | $0.07 | $0.18 | $0.38 | $0.71 | $0.26 | $0.14 |
| Shares out. | 50.9M | 50.0M | 49.4M | 49.1M | 42.5M | 42.0M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- 9.7%
- Return on equity
- 0.8%
- Return on assets
- 0.3%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 60.4%
- Debt / equity
- 1.54×
- Book value / share
- $9.00
- Revenue growth (YoY)
- 2.3%
- Net income growth (YoY)
- −60.4%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −4.0%clean
- Piotroski F-Score
- 4/7mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 3 good- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Vanguard Portfolio Management LlcPassive (13G)Apr 29, 2026
- Mcb Pr Capital LlcActivist (13D)Apr 13, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- Blackrock, Inc.Passive (13G)Jul 17, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Holeman David KOfficer — Chief Executive Officer | Apr 1, 2026 | Grant | 24,032 | $0.00 |
| Hogan John ScottOfficer — Chief Financial Officer | Apr 1, 2026 | Grant | 14,019 | $0.00 |
| Mastandrea Christine JOfficer — President and COO | Apr 1, 2026 | Grant | 18,525 | $0.00 |
| Tropoli PeterOfficer — General Counsel & Secretary | Apr 1, 2026 | Grant | 13,435 | $0.00 |
| Siv SoklinOfficer — VP of Human Resources | Apr 1, 2026 | Grant | 6,996 | $0.00 |
| Holeman David KOfficer — Chief Executive Officer | Jan 2, 2026 | Grant | 87,576 | $0.00 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 689,315 | 1.7 | +17.3% |
| Apr 30, 2026 | 587,846 | 1.4 | +13.6% |
| Apr 15, 2026 | 517,505 | 1.0 | -20.5% |
| Mar 31, 2026 | 650,628 | 2.4 | -3.1% |
| Mar 13, 2026 | 671,232 | 2.1 | +11.3% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Entered a material agreement · Amended charter or bylaws · Regulation FD disclosure · Other material eventApr 9, 2026
- Results of operationsFeb 25, 2026
- Regulation FD disclosure · Other material eventDec 19, 2025
- Regulation FD disclosureDec 15, 2025
- Results of operationsOct 29, 2025
- Entered a material agreement · New financial obligation · Regulation FD disclosureSep 23, 2025
- Other material eventSep 16, 2025
- Results of operationsJul 30, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- DEFM14AMay 19, 2026
- PREM14AMay 8, 2026
- 10-QFORM 10-QMay 6, 2026
- 10-K/AApr 30, 2026
- 4/AFORM 4/AApr 30, 2026
- SCHEDULE 13GApr 29, 2026
- SCHEDULE 13D/AApr 13, 2026
- DEFA14AApr 9, 2026
- DEFA14AApr 9, 2026
- 8-KApr 9, 2026
- DFAN14AFORM DFAN14AApr 8, 2026
- DEFC14AFORM DEFC14AApr 8, 2026
- 4FORM 4Apr 6, 2026
- 4FORM 4Apr 6, 2026
- 4FORM 4Apr 6, 2026