Whitestone Reit

Market Movers (8-K)

NYSE
Ares Management Corporation has finalized its acquisition of Whitestone REIT for approximately $1.7 billion in an all-cash transaction, adding 54 retail properties to its portfolio.
Delay expected
NYSE
Whitestone REIT announced that its shareholders have approved the all-cash acquisition by certain Ares Real Estate funds, valued at approximately $1.7 billion.
NYSE
Whitestone REIT voluntarily supplements its definitive proxy statement with additional disclosures to address shareholder lawsuits challenging the merger's transparency, while maintaining the allegations are without merit.
Delay expected
NYSE
Whitestone REIT has entered into a definitive merger agreement with Ares Management Corporation to be acquired for approximately $1.7 billion in an all-cash transaction.
NYSE
Whitestone REIT announced robust fourth quarter and full year 2025 operating and financial results, including 4.0% Same Store NOI growth and record 94.6% occupancy, alongside a 5.6% dividend increase.
Better than expected
NYSE
Whitestone REIT announced a 5.6% increase in its quarterly dividend and authorized a $50 million share repurchase program, signaling confidence in its financial outlook.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Whitestone REIT has entered into a definitive merger agreement to be acquired for $19.00 per share in cash.
NYSE
Whitestone REIT announced a significant increase in net income and EPS for Q3 2025, driven by property sales gains and rental revenue growth, alongside a favorable resolution in the Pillarstone OP bankruptcy.
Capital raise
Better than expected
NYSE
Whitestone REIT saw increased revenues and Funds From Operations in the second quarter of 2025, driven by strong leasing activity and strategic property acquisitions, despite a decline in net income and ongoing complex litigation.
Capital raise
NYSE
Whitestone REIT's Q1 2025 results reveal a complex picture with increased revenues offset by higher expenses and strategic portfolio adjustments impacting overall financial performance.
Worse than expected
NYSE
Whitestone REIT's Q3 2024 results reflect ongoing legal battles with Pillarstone, strategic property sales and acquisitions, and a slight increase in same-store NOI.
Worse than expected
Capital raise
NYSE
Whitestone REIT reports its Q2 2024 results, navigating the complexities of the Pillarstone OP bankruptcy while showing a slight increase in revenue.
Worse than expected

Annual Reports (10-K)

NYSE
Whitestone REIT filed an amendment to its 2025 Annual Report to include proxy information and updated certifications following a deferred annual meeting.
Delay expected
NYSE
Whitestone REIT reports increased revenues and net income for 2025, raises its quarterly dividend by 5.6%, and successfully refinances significant debt while resolving a major partnership dispute.
Better than expected
Capital raise
NYSE
Whitestone REIT's 2024 10-K filing highlights ongoing efforts to recover investments from Pillarstone's bankruptcy while maintaining strong occupancy across its community-centered property portfolio.
Delay expected
NYSE
Whitestone REIT's 2023 annual report details the company's financial performance, strategic initiatives, and risk factors, highlighting its focus on community-centered properties and navigating a complex economic landscape.
Worse than expected
Capital raise

Insider Trading (Form 4)

NYSE
David K Holeman, Chief Executive Officer and a Director of Whitestone REIT, reported multiple transactions in common stock on July 14, 2026.
NYSE
Julia Bruns Buthman, a Director of Whitestone REIT, reported a transaction in 31,577 shares of common stock on July 14, 2026.
NYSE
Peter Tropoli, General Counsel & Secretary of Whitestone REIT, reported multiple transactions in common stock on July 14, 2026.
NYSE
Christine J Mastandrea, President and COO of Whitestone REIT, reported multiple transactions in common stock on July 14, 2026.
NYSE
Amy Shih-Hua Feng, a Director of Whitestone REIT, reported a transaction in 69,507 shares of common stock on July 14, 2026.
NYSE
Soklin Siv, VP of Human Resources of Whitestone REIT, reported multiple transactions in common stock on July 14, 2026.

Proxy Statements (Def-14A)

NYSE
Whitestone REIT is urging shareholders to vote in favor of Proposal 2, an amendment to the 2018 Long-Term Equity Incentive Ownership Plan, despite a negative recommendation from Institutional Shareholder Services (ISS).
Worse than expected
NYSE
Whitestone REIT's 2025 Annual Meeting will address trustee elections, an amendment to the long-term equity incentive plan, executive compensation, and auditor ratification.
NYSE
Whitestone REIT is urging shareholders to vote for its trustee nominees at the upcoming annual meeting, highlighting the company's successful turnaround strategy and improvements in financial performance and governance.
Better than expected
NYSE
Whitestone REIT's board issued a letter to shareholders defending their actions, including the termination of the former CEO, and highlighting the company's subsequent performance improvements.
Better than expected
NYSE
Whitestone REIT accuses Erez Asset Management nominee Bruce Schanzer of colluding with former CEO James Mastandrea in a failed attempt to acquire the company.
Worse than expected
NYSE
Proxy advisory firm Glass Lewis recommends Whitestone REIT shareholders vote for the company's board nominees and against those proposed by Erez Asset Management at the upcoming annual meeting.
Better than expected

Schedule 13D - Activist Investments

NYSE
MCB PR Capital LLC and associated entities have filed an exit report after disposing of their remaining stake in Whitestone REIT.
NYSE
MCB PR Capital LLC reports a sale of 515,000 shares in Whitestone REIT, reducing its beneficial ownership to 8.1%.
NYSE
MCB Acquisition Company LLC has made an all-cash offer of $15.20 per share to acquire Whitestone REIT, representing a significant premium to its recent trading price.
Capital raise
Better than expected

Schedule 13G - Passive Investments

NYSE
Vanguard Portfolio Management has reported beneficial ownership of 5.88% of Whitestone REIT's common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amendment to its Schedule 13G, reporting zero beneficial ownership in Whitestone REIT following an internal realignment.
NYSE
BlackRock, Inc. has filed an amendment to its Schedule 13G, reporting a 14.1% beneficial ownership stake in Whitestone REIT as of June 30, 2025.