Whitestone REIT (WSR)

• Market cap: $679M
• 1 day: -1.25%
• 5 days: 1.67%
• 1 month: -11.89%
• 3 months: -6.81%
• 6 months: -4.69%
• Year to date: -4.42%
• 1 year: 8.67%
• 5 years: -1.54%
• 10 years: -15.39%
• Sector: Financials
• Industry: Real Estate Investment Trusts

About: Whitestone REIT is a real estate investment trust (REIT) engaged in owning and operating commercial properties in culturally diverse markets in metropolitan areas. Its property portfolio includes retail and office/flex properties. The company's properties are located in business-friendly locations in and around Austin, Chicago, Dallas-Fort Worth, Houston, Phoenix, and San Antonio. The organization derives revenue in the form of rental revenues.

Employees: 73

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

305% more call options, than puts

Call options by funds: $766K | Put options by funds: $189K

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

9% more funds holding

Funds holding: 165 [Q2] → 180 (+15) [Q3]

2% less capital invested

Capital invested by funds: $430M [Q2] → $419M (-$10.5M) [Q3]

2.74% less ownership

Funds ownership: 64.59% [Q2] → 61.86% (-2.74%) [Q3]

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 2 [Q2] → 0 (-2) [Q3]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $16 19% upside
• Avg. target: $16 19% upside
• High target: $16 19% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

JMP Securities Mitch Germain 45% 1-year accuracy 18 / 40 met price target	19% upside $16	Market Outperform Reiterated	10 Dec 2024
Truist Securities Anthony Hau 22% 1-year accuracy 6 / 27 met price target	19% upside $16	Buy Maintained	29 Nov 2024