{"filings":[{"id":91687,"accession_number":"0001193125-26-148793","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["1.01","5.03","7.01","8.01","9.01"],"status":"ready","headline":"Whitestone REIT to be acquired by Ares affiliates for $19.00 per share in cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-cash deal: each common share cancelled for $19.00; OP units also get $19.00 per unit.","Board unanimously approved; requires shareholder vote, regulatory clearances; expected close by Oct 5, 2026.","Whitestone pays $36M termination fee if it accepts a superior proposal; Parent pays $77M fee if it fails to close.","Whitestone to defer 2026 annual meeting; shares to be delisted from NYSE upon completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101923,"accession_number":"0001437749-26-005612","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q4 2025 record occupancy 94.6%, Core FFO $0.28; guidance $1.10-$1.14 Core FFO for 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $43.9M (+7.6% YoY); Net income $22.8M ($0.43 EPS incl. $0.30 gain).","Full-year 2025 Core FFO $1.05 per share, up from $1.01; Same-store NOI grew 4.0%.","Record occupancy of 94.6% at Q4 end; rental rate growth 18.2% (GAAP basis).","Dividend schedule changed from monthly to quarterly; Q1 2026 dividend $0.1425 per share, a 5.6% increase.","2026 guidance: Core FFO $1.10-$1.14 per share, same-store NOI growth 3.0%-4.75%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":160859000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118258,"accession_number":"0001437749-25-038459","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["8.01","7.01","9.01"],"status":"ready","headline":"Whitestone REIT authorizes $50M buyback, raises quarterly dividend 5.6% to $0.1425, shifts to quarterly payments","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board authorized $50M share repurchase program through May 20, 2028; open market or private purchases.","Quarterly dividend of $0.1425 per share, a 5.6% increase over previous quarterly amount.","Company moving from monthly to quarterly dividend schedule; first quarterly dividend payable March 30, 2026.","Record date for Q1 2026 dividend is March 16, 2026; per-share amount $0.1425 for common and OP units.","CEO cites 5-7% long-term Core FFO growth target and improved leverage as rationale for dividend hike."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118257,"accession_number":"0001437749-25-037880","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Whitestone REIT receives $33.4M from Pillarstone settlement; pays down revolver","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Received $33.4M from Pillarstone Capital REIT settlement after bankruptcy court approval.","Whitestone expects additional ~$4.0M cash and excess from $2.5M reserves in 2026.","On Dec 12, Whitestone paid down its revolver balance by $33.4M using the proceeds.","CEO cites strengthening balance sheet; reaffirms 5-7% annual Core FFO per share growth target.","Since Q3, acquired two properties (World Cup Plaza, Ashford Village) and disposed of Kempwood Plaza."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118256,"accession_number":"0001437749-25-032218","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q3 net income $0.35/sh (up 133% YoY); FY net income guidance raised sharply","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $41.0M (+6.2% YoY); net income $18.3M ($0.35/sh) vs $7.6M ($0.15/sh) in Q3 2024.","Core FFO $13.7M ($0.26/sh) vs $13.0M ($0.25/sh); Same-store NOI +4.8% to $25.6M.","FY 2025 net income guidance raised to $30.9M-$33.0M (from $17.1M-$19.2M); Core FFO unchanged.","Same-store NOI growth guidance tightened to 3.5%-4.5% (was 3.0%-4.5%); bad debt forecast lowered.","Q4 dividend maintained at $0.135/share quarterly ($0.045 monthly)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":116943000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134705,"accession_number":"0001437749-25-029724","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Whitestone REIT closes $750M unsecured credit facility with extended maturities, lower rates","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$375M revolver matures Sep 2029 (extendable to Sep 2030); $375M term loan matures Jan 2031.","Revolver initial rate SOFR + 1.40%; term loan SOFR + 1.35%, with swaps fixing rates at 3.36%-3.42% plus margin through Jan 2031.","Proceeds used to repay $83.2M revolver balance, refinance $285M existing term loan, and pay $6.8M fees.","Facility increases size by $215M vs prior, reduces variable debt to ~12%, extends weighted avg maturity to 2030 with no 2026 maturities.","Added three new banks; improved capitalization rate from 7% to 6.75% for valuation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134704,"accession_number":"0001437749-25-029197","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Whitestone REIT establishes $100M at-the-market equity program with 13 placement agents","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Up to $100M of common shares may be sold from time to time in ATM offerings.","13 placement agents including BMO, Barclays, BofA, Goldman Sachs, and UBS will receive up to 2.0% commission.","Shares will be sold on NYSE or in block/negotiated transactions under existing S-3 shelf registration.","Company has no obligation to sell any shares under the agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134703,"accession_number":"0001437749-25-023974","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q2 Core FFO rises 5.4% to $0.26; occupancy improves to 93.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $37.9M (+1% YoY); net income $5.1M ($0.10/share) vs $2.6M ($0.05) in Q2 2024.","Core FFO $13.5M ($0.26/diluted share) vs $12.6M ($0.24); Core FFO per share up 5.4% YoY.","Occupancy 93.9% (+100 bps from Q1 2025); same-store NOI grew 2.5% to $25.0M.","Quarterly dividend maintained at $0.135 per share; FY2025 Core FFO guidance held at $1.03-$1.07 per share.","Interest expense guidance raised to $33-34M from $32-33M; ending occupancy guidance 94-95%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":75895000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134702,"accession_number":"0001437749-25-023107","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-07-21T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Whitestone REIT replaces auditor PKF with Withum after PKF asset acquisition by Withum","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["PKF resigned as auditor on July 21, 2025; Withum engaged same day with Audit Committee approval.","PKF's audit reports for FY 2024 and 2023 contained no adverse opinion or qualifications.","No disagreements or reportable events between Company and PKF in past two fiscal years or interim period.","Change stems from PKF's asset acquisition by Withum; no prior consultations with Withum occurred."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151615,"accession_number":"0001437749-25-017432","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Whitestone REIT shareholders elect all six trustees, approve equity plan amendment at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Each trustee nominee elected with >30M votes for; broker non-votes of ~10.9M on each.","First Amendment to 2018 Equity Incentive Plan approved: 23.5M for, 8.5M against.","Advisory vote on executive compensation passed: 29.3M for, 2.6M against.","Ratification of PKF Texas as auditor for FY2025 approved: 40.6M for, 2.3M against.","Annual meeting held virtually on May 15, 2025; 43.0M shares represented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151614,"accession_number":"0001437749-25-013877","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q1 GAAP EPS drops to $0.07 from $0.18; Core FFO up to $0.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $38.0M (+2.2% YoY); net income $3.7M vs $9.3M in Q1 2024.","Core FFO per diluted share $0.25 vs $0.24 YoY; same-store NOI grew 4.8%.","Occupancy 92.9% (down from 93.6%); GAAP leasing spreads 20.3%.","Reaffirmed 2025 guidance: Core FFO $1.03-$1.07, net income $0.33-$0.37 per share.","Quarterly dividend $0.135 per share, unchanged; total debt $642.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":38003000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170461,"accession_number":"0001437749-25-005936","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q4 Core FFO $0.28/share (+17% YoY); issues 2025 guidance $1.03-$1.07","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $40.8M, net income $0.33 diluted (incl $0.23 gain on sale); Core FFO $0.28/share vs $0.24.","Full year 2024 Core FFO $1.01/share vs $0.91; same-store NOI +5.1% to $94.6M.","2025 Core FFO guidance $1.03-$1.07/share; dividend raised 9% to $0.135/quarter.","Q4 GAAP leasing spreads 21.9%; debt/EBITDAre improved to 6.6x from 7.6x a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187448,"accession_number":"0001437749-24-033335","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Whitestone REIT appoints two new independent trustees; two existing trustees step down","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Kristian M. Gathright and Donald A. Miller to Board of Trustees, effective November 4, 2024.","Gathright brings REIT operational experience from Apple Hospitality REIT (NYSE: APLE) and Spirit Realty.","Miller served as President/CEO of Piedmont Office Realty Trust (NYSE: PDM) for over a decade, recycled ~$2.2B in assets.","Nandita V. Berry and David F. Taylor step down from the Board effective immediately.","Whitestone Board now has six trustees, five of whom are independent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187447,"accession_number":"0001437749-24-032641","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Whitestone REIT rejects MCB Real Estate's $15/share acquisition indication","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Board unanimously rejected MCB's $15/share all-cash indication of interest as undervaluing the company.","Board's NAV and DCF analyses show higher intrinsic value than the $15/share offer.","Reiterated 2024 Core FFO per share estimate of $0.98-$1.04; raised Same Store NOI growth target to 3.75%-4.75%.","Q3 2024 Debt/EBITDAre at 7.2x, a 0.6x improvement YoY; total shareholder returns over 60% since Jan 2022.","Described MCB's offer as opportunistically timed; board committed to maximizing value for all shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187446,"accession_number":"0001437749-24-032635","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q3 2024: Core FFO $0.25 vs $0.23, Same-Store NOI +4.6%, guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders $7.6M ($0.15/diluted share) vs $2.5M ($0.05) prior year.","Same-Store NOI growth 4.6% to $24.2M; occupancy improved to 94.1% from 92.7%.","2024 SS NOI guidance raised to 3.75%-4.75% from 2.5%-4.0%; Core FFO per share reaffirmed $0.98-$1.04.","New $20M term loan at 5.2% due 2028 used to reduce floating-rate line; Debt/EBITDAre improved to 7.2x.","GAAP leasing spreads 25.3% (10th consecutive quarter above 17%); quarterly dividend unchanged at $0.12375."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":113444000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187445,"accession_number":"0001437749-24-031113","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-10-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Whitestone REIT subsidiary enters $20M incremental term loan at 5.165% fixed rate via swap","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $20M Series One Incremental Term Loan under existing credit agreement, matures Jan 31, 2028.","Interest rate fixed at 5.165% all-in (3.665% swap rate plus 1.5% credit spread).","Proceeds used to reduce outstanding revolving credit borrowings.","Lender: Associated Bank, National Association; administrative agent: Bank of Montreal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203963,"accession_number":"0001437749-24-024136","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q2 Core FFO $0.24 vs $0.21; same-store NOI +6.6%; guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $37.6M (+3% YoY); Core FFO per share $0.24 vs $0.21; same-store NOI grew 6.6% to $24.1M.","Occupancy 93.5%; GAAP leasing spreads: new 33.3%, renewals 13.9%; portfolio base rent/sq ft up 5.4% to $24.00.","2024 net income guidance raised to $21.4M-$24.4M (from $16.6M-$19.6M); Core FFO guidance unchanged at $0.98-$1.04.","Quarterly dividend maintained at $0.12375/sh; debt $666.7M with $115M revolver availability."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":74811000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220614,"accession_number":"0001437749-24-021442","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-06-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Whitestone REIT enters $56.3M mortgage loan at 6.23% fixed rate, maturing 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$56.34M non-recourse loan from Nationwide Life Insurance; 6.23% fixed interest, maturity July 1, 2031.","Interest-only for first 36 months, then 30-year amortization; payments commence August 1, 2024.","Loan secured by three properties (The Strand, Las Colinas Village, Scottsdale Seville) and related assets.","Limited carveout guarantee from Whitestone REIT Operating Partnership; proceeds pay down floating-rate debt.","Prepayment allowed in full only; no premium required on or after six months before maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220613,"accession_number":"0001437749-24-019833","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Whitestone REIT rejects acquisition offer from MCB Real Estate","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Board unanimously declined MCB's unsolicited offer, citing inadequate valuation.","Letter from CEO David K. Holeman states management has a clear value-creation strategy.","Offer was made June 3, 2024; response dated June 10, 2024, disclosed via 8-K.","Whitestone remains open to continued dialogue with MCB as a shareholder."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220612,"accession_number":"0001437749-24-019213","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Whitestone REIT appoints Amy Feng as Board Chair, plans two new trustees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amy S. Feng appointed independent Board Chair; Julia B. Buthman named Chair of Nominating and Governance Committee.","Company to search for two new independent trustees to replace David F. Taylor and Nandita V. Berry upon successor appointment.","Company cites 43.7% total shareholder return since 2022 under management's turnaround strategy.","Board refreshment follows extensive shareholder engagement after the annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220611,"accession_number":"0001437749-24-017498","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Whitestone REIT shareholders elect board; two nominees receive high withhold votes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All six company-nominated trustees elected; Nandita V. Berry (24.996M for, 12.640M withhold) and David F. Taylor (23.840M for, 13.801M withhold) had significant opposition.","Dissident nominees Catherine Clark and Bruce Schanzer received 6.8M and 19.3M votes for, respectively; failed to win board seats.","Advisory vote on executive compensation approved with 32.95M for, 4.27M against, 0.53M abstentions.","Ratification of Pannell Kerr Forster as independent auditor for FY2024 passed with 35.26M for, 2.22M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.15,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220610,"accession_number":"0001437749-24-016622","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-05-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Whitestone REIT announces preliminary vote results: all six board nominees re-elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six Whitestone nominees re-elected to Board of Trustees at 2024 Annual Meeting.","Shareholders approved non-binding advisory vote on executive compensation.","Ratification of Pannell Kerr Forster of Texas, P.C. as independent auditor approved.","Company to file final certified voting results via amendment to Form 8-K.","Whitestone thanks shareholders and will incorporate feedback into strategy and governance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220609,"accession_number":"0001437749-24-014190","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone Q1 net income $9.3M; reaffirms Core FFO guidance; dividend up 3.13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $37.2M (+3.6% YoY); net income $9.3M ($0.18/sh) vs $3.8M ($0.08/sh) in Q1 2023.","Core FFO per diluted share $0.24 (flat YoY); same-store NOI grew 3.1% to $23.9M.","Occupancy 93.6% (+90bp); GAAP leasing spreads 17% total, new leases 25.9%, renewals 15.0%.","Reaffirmed 2024 Core FFO guidance $0.98-$1.04/sh; dividend raised 3.13% to $0.12375/qtr.","Updated net income guidance includes $6.5M gain on sale and $1.6M expected proxy costs."],"consensus_eps_estimate":null,"consensus_eps_actual":0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":37164000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974940000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}