Whitestone REIT
WSRFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Whitestone REIT Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 16 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Apr 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Graham Capital Management, L.P. | 2026-03-31 | 10,185 | $164K | SEC filing |
| M&T Bank Corp | 2026-03-31 | 10,293 | $166K | SEC filing |
| AMALGAMATED BANK | 2026-03-31 | 12,931 | Not shown | SEC filing |
| PRINCIPAL FINANCIAL GROUP INC | 2026-03-31 | 218,266 | $3.52M | SEC filing |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 71,802 | Not shown | SEC filing |
| Irenic Capital Management LP | 2026-03-31 | 1,265,391 | $20.4M | SEC filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2026-03-31 | 16,619 | $268K | SEC filing |
| Vestcor Inc | 2026-03-31 | 9,039 | Not shown | SEC filing |
| VOYA INVESTMENT MANAGEMENT LLC | 2026-03-31 | 81,057 | $1.31M | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 38,694 | $625K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 2,593 | $41.9K | SEC filing |
| CAPTRUST FINANCIAL ADVISORS | 2026-03-31 | 10,102 | $163K | SEC filing |
| ASSETMARK, INC | 2026-03-31 | 600 | $9.69K | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 6,523 | $105K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 22,910 | $370K | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 438,073 | $7.07M | SEC filing |
| EP Wealth Advisors, LLC | 2026-03-31 | 43,897 | $709K | SEC filing |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2026-03-31 | 167 | $2.7K | SEC filing |
| Itau Unibanco Holding S.A. | 2026-03-31 | 2,502 | $40.4K | SEC filing |
| HANTZ FINANCIAL SERVICES, INC. | 2026-03-31 | 944 | Not shown | SEC filing |
- Each value is checked against Whitestone REIT's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 4 rows: the filed value is about 1,000 times too small for the share count at Whitestone REIT's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Whitestone REIT's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-06-11 · Feng Amy Shih-Hua: Larger than 23 of the 24 other insider purchases of Common Shares on file. SEC filing
- 2020-05-18 · MASTANDREA JAMES C: Larger than all 24 other insider purchases of Common Shares on file. SEC filing
Independent insiders buying near the same time
- 2025-03-19–2025-03-21: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2020-06-24–2020-06-30: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2020-02-28–2020-02-28: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-05-28 | Miller Donald A · Director | Common Shares | P — Open market or private purchase | +5,000 | 12.35 | SEC filing |
| 2025-05-02 | Miller Donald A · Director | Common Shares | P — Open market or private purchase | +5,000 | 12.84 | SEC filing |
| 2025-05-02 | Miller Donald A · Director | Common Shares | P — Open market or private purchase | +5,000 | 12.70 | SEC filing |
| 2025-05-02 | Miller Donald A · Director | Common Shares | P — Open market or private purchase | +5,000 | 12.87 | SEC filing |
| 2025-03-21 | GATHRIGHT KRISTIAN M · Director | Common Shares | P — Open market or private purchase | +1,750 | 14.36 | SEC filing |
| 2025-03-19 | Feng Amy Shih-Hua · Director | Common Shares | P — Open market or private purchase | +200 | 14.31 | SEC filing |
| 2025-03-19 | Feng Amy Shih-Hua · Director | Common Shares | P — Open market or private purchase | +675 | 14.32 | SEC filing |
| 2024-09-04 | Buthman Julia Bruns · Director | Common Shares | P — Open market or private purchase | +5,000 | 12.99 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-01 | Holeman David K · Chief Executive Officer | Common Shares | A — Grant, award, or other acquisition | +24,032 | SEC filing |
| 2026-04-01 | Mastandrea Christine J · President and COO | Common Shares | A — Grant, award, or other acquisition | +18,525 | SEC filing |
| 2026-04-01 | TROPOLI PETER · General Counsel & Secretary | Common Shares | A — Grant, award, or other acquisition | +13,435 | SEC filing |
| 2026-04-01 | Hogan John Scott · Chief Financial Officer | Common Shares | A — Grant, award, or other acquisition | +14,019 | SEC filing |
| 2026-04-01 | Siv Soklin · VP of Human Resources | Common Shares | A — Grant, award, or other acquisition | +6,996 | SEC filing |
| 2026-01-02 | TROPOLI PETER · General Counsel & Secretary | Common Shares | A — Grant, award, or other acquisition | +38,314 | SEC filing |
| 2026-01-02 | Holeman David K · Chief Executive Officer | Common Shares | A — Grant, award, or other acquisition | +87,576 | SEC filing |
| 2026-01-02 | Mastandrea Christine J · President and COO | Common Shares | A — Grant, award, or other acquisition | +51,998 | SEC filing |
Showing 8 of 24 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2022-01-18 | Mastandrea Christine J · EVP CORPORATE STRATEGY | Common Shares | D — Disposition to the issuer | −251,357 | SEC filing |
| 2022-01-18 | MASTANDREA JAMES C · Director | Common Shares | D — Disposition to the issuer | −251,357 | SEC filing |
| 2018-12-31 | MASTANDREA JAMES C · CHAIRMAN & CEO | Common Shares | J — Other acquisition or disposition | −6,665 | SEC filing |
| 2018-12-31 | Holeman David K · CHIEF FINANCIAL OFFICER | Common Shares | J — Other acquisition or disposition | −2,500 | SEC filing |
| 2018-12-31 | DEE JOHN J · COO & SECRETARY | Common Shares | J — Other acquisition or disposition | −4,165 | SEC filing |
Showing 5 of 5 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.