{"filings":[{"id":1638956,"accession_number":"0001193125-26-303327","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2026-07-14T20:53:30+00:00","items":["1.02","2.01","3.01","3.03","5.01","5.03","5.02","8.01","9.01"],"status":"ready","headline":"Ares completes $1.7B all-cash acquisition of Whitestone REIT at $19.00/share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Ares Management (NYSE: ARES) acquired Whitestone REIT for $19.00 per share/unit in an all-cash transaction valued at ~$1.7B.","Whitestone's 54 retail properties (~4.8M sq ft) in Phoenix, Austin, Dallas-Fort Worth, Houston, and San Antonio added to Ares portfolio.","Whitestone common shares delisted from NYSE; trading suspended July 14, 2026; company will deregister under Exchange Act.","All Whitestone directors (Feng, Buthman, Gathright, Holeman, Jones, Miller) resigned; officers of Merger Sub became surviving company officers.","Whitestone's A&R Credit Agreement, Nationwide Loan, and Notes repaid and terminated upon closing."],"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":1.0,"calibrated_materiality_score":1.0,"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":1553556,"accession_number":"0001193125-26-299696","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2026-07-09T20:11:48+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Whitestone REIT shareholders approve $1.7B all-cash acquisition by Ares at $19.00/share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Shareholders approved the merger with Ares; 37,039,161 votes for, 116,016 against.","All-cash deal valued at approximately $1.7 billion; $19.00 per common share or unit.","Acquisition expected to close on or about July 14, 2026, subject to remaining conditions.","Non-binding advisory vote on executive compensation was not approved (14.5M for, 22.6M against).","Merger agreement originally announced on April 8, 2026."],"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":1.0,"calibrated_materiality_score":1.0,"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":1387678,"accession_number":"0001193125-26-292533","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2026-07-01T20:05:27+00:00","items":["8.01"],"status":"ready","headline":"Whitestone REIT supplements proxy disclosures to address shareholder litigation over pending Ares merger","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Received twelve demand letters and three complaints challenging proxy statement disclosures for the Ares merger.","Voluntarily supplements proxy with details on JLL Securities' $6.25M contingent fee and Ares not discussing post-closing employment with management.","Updated precedent transactions table and added bullet on non-disclosure agreement standstill provisions.","Company denies allegations and believes no supplemental disclosure was required, but acts to avoid potential delay to merger.","Special meeting of shareholders scheduled for July 9, 2026."],"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":0.6,"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":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},{"id":240238,"accession_number":"0001437749-24-006841","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2024-03-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q4 Core FFO $0.24, occupancy record 94.2%, 2024 guidance $0.98-$1.04, dividend up 3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 revenue $37.5M (+7.5% YoY); Core FFO $0.24; occupancy record 94.2%.","FY 2023 Core FFO $0.91 vs $1.03; same-store NOI +2.7% to $92.8M.","2024 Core FFO guidance $0.98-$1.04; net income $0.32-$0.38 per diluted share.","Dividend raised 3.13% to $0.12375/share for Q2 2024; paid monthly in three installments.","Net debt/EBITDAre 7.5x at year-end; guided to 6.6x-7.0x in 2024."],"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":0.7,"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":257744,"accession_number":"0001437749-23-034287","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2023-12-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Whitestone REIT Board unanimously rejects activist proposal for immediate sale or liquidation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Erez Asset Management proposed immediate sale or liquidation of Whitestone; Board unanimously rejected.","Whitestone touts +26% total shareholder return since Jan 2022 vs -7% avg for shopping center REITs.","Erez threatens to nominate four Board members at 2024 annual meeting, which would create new majority.","Board states sale/liquidation would not maximize long-term value; defends current strategy and management.","Activist Bruce Schanzer behind proposal; Board calls for constructive engagement instead of proxy fight."],"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":257743,"accession_number":"0001437749-23-029526","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q3 FFO $0.23, rev $37.1M, same-store NOI up 4.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $37.1M (+4.9% YoY); net income $2.5M ($0.05 diluted EPS) vs $3.9M ($0.08) prior year.","FFO per diluted share $0.23 vs $0.24; EBITDAre $20.4M vs $19.4M (both YoY).","Same-store NOI grew 4.9% to $23.2M; GAAP leasing spreads 24.4% (new 23.6%, renewals 24.6%).","Occupancy 92.7%; 1,455 tenants; quarterly dividend $0.12 per share reaffirmed.","Reiterated FY 2023 FFO guidance $0.90-$0.94 per diluted share; net income guidance $21.5M-$23.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":109445000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","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":275104,"accession_number":"0001437749-23-021432","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone Q2 net income up to $0.22/sh; FFO guidance cut on litigation costs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $36.5M (+4.2% YoY); net income $11.3M ($0.22/sh) vs $4.3M ($0.09/sh) Q2 2022.","FFO per share $0.21, down from $0.25 YoY; litigation expenses reduced FFO by $0.03.","Same-store NOI growth 0.4%; occupancy rose to 93.3% from 91.5%.","GAAP leasing spreads of 32.2% on new leases and 16.2% on renewals.","FY 2023 FFO guidance lowered to $0.90-$0.94 from $0.95-$0.99; net income guidance raised to $21.5-$23.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":72311000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","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":292514,"accession_number":"0001437749-23-014961","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2023-05-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Whitestone REIT shareholders elect all six trustee nominees, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six trustee nominees elected: Berry, Jones, Holeman, Buthman, Feng, Taylor with votes ranging 27.8M-28.6M for, 3.6M-3.8M withheld.","Advisory vote on executive compensation approved: 27.0M for, 4.2M against.","Advisory vote on frequency of say-on-pay resulted in 'one year' with 27.8M votes (68.5% of votes cast).","Ratification of PKF Texas as auditor for FY2023 approved: 36.1M for, 3.6M against."],"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":0.1,"calibrated_materiality_score":0.1,"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":292513,"accession_number":"0001437749-23-012115","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q1 FFO falls to $0.24 from $0.30; reaffirms 2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $35.9M vs $34.1M in Q1 2022; net income of $3.8M ($0.08/diluted) down from $7.1M.","FFO per share $0.24 (Q1 2022: $0.30, which included $0.04 compensation benefit).","Same-store NOI grew 2.8% to $23.7M; occupancy improved to 92.7% from 91.0%.","FY 2023 guidance reaffirmed: FFO $0.95-$0.99/sh, net income $0.29-$0.33/sh.","Dividend maintained at $0.12/quarter ($0.04 monthly); total debt $630.9M, revolver capacity $136.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":35851000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","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":313164,"accession_number":"0001437749-23-004920","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT posts record occupancy 93.7%, Q4 FFO $0.23 vs $0.21; FY23 FFO guided $0.95-0.99","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $34.9M (+4.8% YoY); net income $19.9M ($0.40 diluted) vs $2.6M ($0.05).","Full-year FFO per diluted share $1.03, up from $0.86 in 2021; same-store NOI grew 7.9%.","Record leased occupancy 93.7% (+240bps YoY); total rental rate growth 23.5% GAAP.","2023 guidance: FFO $0.95-$0.99/sh; same-store NOI growth 2.5%-4.5%; occupancy 93.5%-94.5%.","Quarterly dividend raised 11.6% to $0.12/sh; debt/EBITDAre improved to 7.8x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":139421000.0,"consensus_period":"2022-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":331705,"accession_number":"0001437749-22-029616","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-12-22T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Whitestone REIT amends note agreement to align covenants with credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment dated Dec 16, 2022; no changes to term, interest rate, or principal amounts.","Purpose is to conform covenants and defined terms with Whitestone's recently amended unsecured credit facility.","Seven new subsidiary guarantors added effective September 16, 2022, including Whitestone Anderson Arbor LLC.","Existing $100M aggregate notes ($50M Series A 5.09%, $50M Series B 5.17% due 2029) unchanged."],"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":331704,"accession_number":"0001437749-22-025380","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q3 2022: FFO $0.24/sh, occupancy all-time high 92.5%, raises FFO guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $35.4M (+9% YoY); net income $3.9M ($0.08/sh); FFO $0.24/sh; EBITDAre $19.4M.","Same-store NOI +4.5% to $21.6M; occupancy all-time high 92.5%; rental rate growth 19.2%.","2022 FFO guidance narrowed to $1.00-$1.02/sh; same-store NOI growth guidance raised to 5-7%.","Quarterly dividend raised 11.6% to $0.12/sh ($0.04 monthly); payable Oct/Nov/Dec 2022.","Total debt $637.1M; $126.4M available under $250M revolver; undepreciated RE assets $1.2B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":104503000.0,"consensus_period":"2022-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":349194,"accession_number":"0001437749-22-022738","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-09-19T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Whitestone REIT closes $515M unsecured credit facility; extends maturities to 2026-2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolver: $250M, matures Sep 16, 2026, with two 6-month extension options to Sep 2027.","Term loan: $265M, matures Jan 31, 2028; interest fixed via swaps (SOFR+1.55%) at tiered fixed SOFR rates.","Proceeds of $379.6M used to repay prior revolver balance at closing.","Facility includes ESG-linked pricing adjustment and accordion feature to increase capacity to $715M.","BMO Capital Markets acted as administrative agent; lenders include Truist, Capital One, U.S. Bank."],"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":349193,"accession_number":"0001437749-22-022096","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-09-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Whitestone REIT establishes $100M ATM equity distribution program with 11 agents","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Whitestone REIT enters into equity distribution agreements with 11 placement agents for up to $100 million in common shares.","Compensation to agents is up to 2.0% of gross sales price; sales at market on NYSE or through market makers.","Prospectus supplement filed under existing shelf registration statement (File No. 333-264881).","Use of proceeds not specified in the filing."],"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":0.7,"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":349192,"accession_number":"0001437749-22-018466","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q2 2022: record occupancy 91.5%, Same-store NOI up 8%, FFO per share $0.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $35.0M (+14.4% YoY); Net income $4.3M ($0.09 diluted) vs $5.1M ($0.12) in Q2 2021.","Same-store NOI $21.8M (+8.0% YoY); occupancy record 91.5% vs 89.9%.","Rental rate growth 17.4% GAAP (new leases 15.6%, renewals 17.6%); net effective rent per sq ft $21.72 (+8.9% YoY).","FFO per diluted share $0.25 vs $0.24; EBITDAre $19.2M vs $17.1M.","Q4 2022 dividend $0.12/share, up 11.6% from Q4 2021; 2022 guidance reaffirmed: FFO $0.98-$1.02."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":69120000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","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":349191,"accession_number":"0001437749-22-018191","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Whitestone REIT appoints Amy Shih-Hua Feng to Board of Trustees, effective July 27, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 5 to 6 trustees; Feng appointed to Audit Committee and qualifies as independent director.","Feng brings ~25 years experience in equity research, capital markets, and IR; currently Director of IR at Shopify.","Previously Managing Director at Joele Frank, EVP at Abernathy MacGregor, research analyst at JMP and Lehman Brothers.","No arrangements or transactions requiring disclosure under Item 404(a) of Regulation S-K."],"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":366077,"accession_number":"0001175535-22-000103","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-05-27T23:59:59+00:00","items":["5.07","5.02","9.01"],"status":"ready","headline":"Whitestone REIT enters enhanced severance agreements with CEO, four other executives","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Holeman gets 18-month salary + 150% avg bonus outside CIC; 30-month salary + 250% avg inside CIC.","Other execs receive 12-month salary + 100% avg bonus outside CIC; 18-month + 250% avg inside CIC.","Retention payments: $375k to CEO, $240k to COO, payable March 2025 if employed through Dec 31, 2024.","Equity awards fully vest at higher of target or performance upon qualifying termination.","Agreements expire May 23, 2025, auto-renew; replace prior 2014/2021 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":0.55,"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":366076,"accession_number":"0001175535-22-000077","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q1 2022: Revenue $34.1M, FFO $0.30/sh, Same-Store NOI +12.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $34.1M vs $29.0M YoY; net income $7.1M ($0.14 diluted) vs $1.4M ($0.03).","FFO per diluted share $0.30 (incl. $0.04 one-time comp benefit) vs $0.20 YoY; EBITDAre $21.9M vs $15.3M.","Same-Store NOI growth 12.9% (vs -4.3% Q1 2021); occupancy 91.0% (up from 88.7%); rental rate growth +10.1%.","Quarterly dividend raised 11.6% to $0.12/share ($0.48 annualized); reaffirmed FY2022 FFO guidance $0.98-$1.02.","Total debt $643.2M, $96.2M available on $250M revolver; undepreciated real estate $1.2B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":34123000.0,"consensus_period":"2022-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},{"id":366074,"accession_number":"0001175535-22-000073","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K/A","filed_at":"2022-04-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Whitestone REIT board member James Mastandrea resigns effective April 18; company disputes allegations","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Mastandrea resigned from the Board of Trustees on April 18, 2022, effective immediately.","He had been terminated as CEO with cause on January 18, 2022, and removed as Chairman.","Company states the allegations in Mastandrea's resignation and response letters are inaccurate and without merit.","The 10-K referenced by Mastandrea was signed by a majority of the Board, not requiring his signature.","Mastandrea's Power of Attorney from 2009 authorized David K. Holeman to execute Forms 3, 4, and 5."],"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":366075,"accession_number":"0001175535-22-000069","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-04-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Whitestone REIT board member Mastandrea resigns over policy disagreements","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Mastandrea resigned from the Board effective April 18, 2022; he was terminated as CEO with cause on Jan 18, 2022.","Resignation cited disagreement over operations, policies, governance, and practices of the Company.","Company asserts the resignation letter's allegations are inaccurate and without merit.","Board size reduced from six to five trustees following Mastandrea's resignation."],"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":0.7,"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":385564,"accession_number":"0001175535-22-000055","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-03-30T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Whitestone REIT amends bylaws to let shareholders propose and vote on amendments; formalizes ESG board oversight","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Bylaws amended to allow shareholders to propose binding bylaw amendments at annual/special meetings, subject to ratification at 2022 annual meeting.","Operating Committee approved amendment on March 28, 2022.","Corporate Governance Guidelines updated: Nominating Committee now oversees ESG Steering Committee (climate, social) and reviews related-party transactions.","No financial impact disclosed; governance improvements aim for alignment with best practices."],"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":0.6,"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":385563,"accession_number":"0001175535-22-000040","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-03-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q4 2021 same-store NOI up 12.8%; guides 2022 FFO $0.98-$1.02","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $33.3M (+11.7% YoY); same-store NOI +12.8% to $21.6M.","Full year 2021 FFO Core $0.99/share vs $0.93 in 2020; occupancy rose to 91.3% from 88.2%.","Dividend raised 11.6% to $0.12/quarter ($0.48 annualized) from $0.1075.","2022 guidance: FFO $0.98-$1.02/share, same-store NOI growth 3%-5%, occupancy target 92%-93%.","Total debt $643.6M; undepreciated real estate $1.2B; $86.8M available on $250M revolver."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":125365000.0,"consensus_period":"2021-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":385562,"accession_number":"0001175535-22-000030","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-02-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Whitestone REIT appoints Christine Mastandrea as COO; COO Dee and EVP Johnson depart","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christine Mastandrea promoted from EVP of Corporate Strategy to COO, effective Feb 9, 2022.","John Dee (COO) and Bradford Johnson (EVP Acquisitions) left the company effective Feb 9, 2022.","Peter Tropoli appointed Corporate Secretary in addition to General Counsel; Michelle Siv promoted to VP HR.","David Mordy hired as Director of IR effective Feb 14; Michael Ly hired as Controller effective Feb 21.","Compensation terms for new roles not yet determined; will amend 8-K within 4 business days."],"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":385561,"accession_number":"0001175535-22-000025","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-02-11T23:59:59+00:00","items":["1.01","3.03","9.01"],"status":"ready","headline":"Whitestone REIT terminates shareholder rights plan effective Feb 7, 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Operating Committee of Board approved accelerating expiration from May 13, 2022 to Feb 7, 2022.","Rights under the agreement ceased to be outstanding as of close of business on Feb 7, 2022.","CEO cites shareholder feedback and corporate governance best practices as reasons for termination.","No shareholder action required; plan originally adopted in April 2021."],"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":385560,"accession_number":"0001175535-22-000007","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2022-01-19T23:59:59+00:00","items":["5.02","5.03","7.01","8.01","9.01"],"status":"ready","headline":"Whitestone REIT terminates CEO James Mastandrea for cause, appoints Dave Holeman as CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board terminated James Mastandrea as CEO and removed as Chairman for cause following internal investigation for conduct violations.","David K. Holeman, former CFO, appointed CEO effective immediately; Scott Hogan (ex-Controller) named CFO.","David Taylor, independent Trustee, appointed Chairman of the Board replacing Mastandrea.","Board amended bylaws to allow majority vote to replace Chairman (previously unanimous).","Company reaffirms Q4/FY 2021 results expected in early March; Mastandrea termination not related to financial performance."],"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":0.8,"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":403446,"accession_number":"0001175535-21-000126","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2021-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q3 2021 net income $0.06/sh, FFO Core $0.25/sh, same-store NOI +7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders $2.9M ($0.06 diluted) vs $0.9M ($0.02) YoY.","FFO Core $12.3M ($0.25 diluted), up from $10.1M ($0.23) in Q3 2020.","Same-store NOI $20.7M, +7% vs Q3 2020; occupancy improved to 90.2% from 88.9%.","GAAP leasing spreads +13.1%; annualized base rent per sq ft grew to $20.41 from $19.95.","Net debt to EBITDAre-Adjusted improved to 8.1x from 9.4x a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":92107000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","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":422392,"accession_number":"0001175535-21-000116","cik":1175535,"company_name":"Whitestone REIT","ticker":"WSR","form_type":"8-K","filed_at":"2021-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Whitestone REIT Q2 FFO Core $0.26, revenue +11% YoY, same-store NOI up 8.4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $30.6M vs $27.6M in Q2 2020 (+11%); net income $0.12 diluted EPS vs $0.01.","Same-store NOI increased 8.4% from Q2 2020; occupancy 89.9% vs 89.2% year ago.","Acquired Lakeside Market in Plano, TX for $53.2M on July 8, 2021; 80.5% leased.","Net Debt to EBITDAre-Adjusted improved to 8.2x from 9.4x prior quarter and 9.8x year ago.","Quarterly dividend maintained at $0.1075 per share; total net debt reduced $47.6M YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":59663000.0,"consensus_period":"2021-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}],"next_cursor":"2021-08-03T23:59:59+00:00|422392"}