Recent 8-K filings for WSR

• April 9, 2026, 7:59 PM ET M&A materiality 0.95 positive item 1.01item 5.03item 7.01item 8.01item 9.01 ◈ Governance Changes◈ Material Agreements

  Whitestone REIT to be acquired by Ares affiliates for $19.00 per share in cash

  All-cash deal: each common share cancelled for $19.00; OP units also get $19.00 per unit.

• February 25, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Whitestone REIT Q4 2025 record occupancy 94.6%, Core FFO $0.28; guidance $1.10-$1.14 Core FFO for 2026

  Q4 2025 revenue $43.9M (+7.6% YoY); Net income $22.8M ($0.43 EPS incl. $0.30 gain).

• December 19, 2025, 6:59 PM ET dividend materiality 0.65 positive item 8.01item 7.01item 9.01

  Whitestone REIT authorizes $50M buyback, raises quarterly dividend 5.6% to $0.1425, shifts to quarterly payments

  Board authorized $50M share repurchase program through May 20, 2028; open market or private purchases.

• December 15, 2025, 6:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Whitestone REIT receives $33.4M from Pillarstone settlement; pays down revolver

  Received $33.4M from Pillarstone Capital REIT settlement after bankruptcy court approval.

• October 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Whitestone REIT Q3 net income $0.35/sh (up 133% YoY); FY net income guidance raised sharply

  Q3 revenue $41.0M (+6.2% YoY); net income $18.3M ($0.35/sh) vs $7.6M ($0.15/sh) in Q3 2024.

• September 23, 2025, 7:59 PM ET debt materiality 0.75 positive item 1.01item 2.03item 7.01item 9.01 ◈ Debt Financings ×2

  Whitestone REIT closes $750M unsecured credit facility with extended maturities, lower rates

  $375M revolver matures Sep 2029 (extendable to Sep 2030); $375M term loan matures Jan 2031.

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Whitestone REIT Q2 Core FFO rises 5.4% to $0.26; occupancy improves to 93.9%

  Q2 revenue $37.9M (+1% YoY); net income $5.1M ($0.10/share) vs $2.6M ($0.05) in Q2 2024.

• April 30, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Whitestone REIT Q1 GAAP EPS drops to $0.07 from $0.18; Core FFO up to $0.25

  Revenue $38.0M (+2.2% YoY); net income $3.7M vs $9.3M in Q1 2024.

• March 3, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Whitestone REIT Q4 Core FFO $0.28/share (+17% YoY); issues 2025 guidance $1.03-$1.07

  Q4 revenue $40.8M, net income $0.33 diluted (incl $0.23 gain on sale); Core FFO $0.28/share vs $0.24.

• November 5, 2024, 6:59 PM ET leadership materiality 0.60 positive item 5.02item 9.01 ◈ executive_change ×4

  Whitestone REIT appoints two new independent trustees; two existing trustees step down

  Appointed Kristian M. Gathright and Donald A. Miller to Board of Trustees, effective November 4, 2024.

• October 30, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Whitestone REIT Q3 2024: Core FFO $0.25 vs $0.23, Same-Store NOI +4.6%, guidance raised

  Net income attributable to common shareholders $7.6M ($0.15/diluted share) vs $2.5M ($0.05) prior year.

• October 30, 2024, 7:59 PM ET M&A materiality 0.80 positive item 8.01item 9.01

  Whitestone REIT rejects MCB Real Estate's $15/share acquisition indication

  Board unanimously rejected MCB's $15/share all-cash indication of interest as undervaluing the company.

• July 31, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Whitestone REIT Q2 Core FFO $0.24 vs $0.21; same-store NOI +6.6%; guidance raised

  Revenue $37.6M (+3% YoY); Core FFO per share $0.24 vs $0.21; same-store NOI grew 6.6% to $24.1M.

• June 10, 2024, 7:59 PM ET M&A materiality 0.70 positive item 8.01item 9.01

  Whitestone REIT rejects acquisition offer from MCB Real Estate

  Board unanimously declined MCB's unsolicited offer, citing inadequate valuation.

• May 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Whitestone Q1 net income $9.3M; reaffirms Core FFO guidance; dividend up 3.13%

  Revenue $37.2M (+3.6% YoY); net income $9.3M ($0.18/sh) vs $3.8M ($0.08/sh) in Q1 2023.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.65 · Most common event earnings

15 positive 2 negative 6 neutral

source · WSR on sec.gov