---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-22-029616"
form_type: "8-K"
ticker: "WSR"
cik: "0001175535"
company_name: "Whitestone REIT"
filed_at: "2022-12-22T23:59:59+00:00"
generated_at: "2026-06-20T23:51:37.971582+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

# Whitestone REIT amends note agreement to align covenants with credit facility

## Summary
- 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.

## SEC filing metadata
- accession: 0001437749-22-029616
- form_type: 8-K
- ticker: WSR
- cik: 0001175535
- company_name: Whitestone REIT
- filed_at: 2022-12-22T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1175535/000143774922029616/0001437749-22-029616-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1175535/000143774922029616/wstr20221220_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-22-029616
- JSON: https://secwatch.observer/filing/0001437749-22-029616.json
- Plain text: https://secwatch.observer/filing/0001437749-22-029616.txt

## Key facts
- Material Agreements
  Whitestone REIT amended Amendment No. 1 to Note Purchase and Guaranty Agreement with The Prudential Insurance Company of America and the various other purchasers named therein (effective 2022-12-16).
  - Action: amendment
  - Agreement: notes offering
  - Counterparty: The Prudential Insurance Company of America and the various other purchasers named therein
  - Effective: 2022-12-16
  source text: On December 16, 2022, Whitestone REIT (the “Company”) and its operating partnership, Whitestone REIT Operating Partnership, L.P. (the “Operating Partnership”), amended its Note Purchase and Guarantee Agreement originally executed on March 22, 2019 (the “Existing Note Agreement”), pursuant to the terms and conditions of an Amendment No. 1 to Note Purchase and Guaranty Agreement, dated as of December 16, 2022 (the Existing Note Purchase Agreement, as so amended, the “Amended Note Agreement”), by and among the Company and the Operating Partnership, together with certain subsidiary guarantors as initial guarantor parties thereto and The Prudential Insurance Company of America and the various other purchasers named therein.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1175535/000143774922029616/0001437749-22-029616-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.