Sentiment-Signal
44,9
Neutral
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
64.3
2 neu, 4 erhöht, -366798K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Stammdaten
Whitestone is a community-centered shopping center REIT that acquires, owns, manages, develops and redevelops high-quality open-air neighborhood centers primarily in the largest, fastest-growing and most affluent markets in the Sunbelt. Whitestone seeks to create communities that thrive through creating local connections between consumers in the surrounding communities and a well-crafted mix of national, regional and local tenants that provide daily necessities, needed services, entertainment and experiences. Whitestone is a monthly dividend paying stock and has consistently paid dividends for over 15 years. Whitestone's strong, balanced and managed capital structure provides stability and flexibility for growth and positions Whitestone to perform well through economic cycles.
Unternehmen & Branche
| Name | Whitestone REIT |
|---|---|
| Ticker | WSR |
| CIK | 0001175535 |
| Boerse | US |
| Sektor | Real Estate |
| Industrie | REIT - Retail |
| SIC | 6798 · Real Estate Investment Trusts |
Wertpapier & Kennzahlen
| CUSIP | 966084204 |
|---|---|
| ISIN | US9660842041 |
| Typ | REIT |
| Marktkapitalisierung | 976,2 Mio. USD |
| Beta | 0,80 |
| Dividendenrendite | 0,57 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 160,859,000 | 49,926,000 | 0.95 | 1,171,263,000 | 458,090,000 |
| 2025-09-30 | 10-Q | 41,048,000 | 18,333,000 | 0.35 | 1,146,346,000 | 439,491,000 |
| 2025-09-30 | 10-K | 41,048,000 | 18,333,000 | 0.35 | ||
| 2025-06-30 | 10-K | 37,892,000 | 5,054,000 | 0.10 | ||
| 2025-06-30 | 10-Q | 37,892,000 | 5,054,000 | 0.10 | 1,155,534,000 | 427,513,000 |
| 2025-03-31 | 10-Q | 38,003,000 | 3,701,000 | 0.07 | 1,126,691,000 | 431,025,000 |
| 2025-03-31 | 10-K | 38,003,000 | 3,701,000 | 0.07 | ||
| 2024-12-31 | 10-K | 40,838,000 | 17,337,000 | 0.33 | 1,134,639,000 | 438,153,000 |
| 2024-09-30 | 10-Q | 38,633,000 | 7,624,000 | 0.15 | 1,112,561,000 | 419,520,000 |
| 2024-09-30 | 10-K | 38,633,000 | 7,624,000 | 0.15 | ||
| 2024-06-30 | 10-Q | 37,647,000 | 2,592,000 | 0.05 | 1,140,370,000 | 418,260,000 |
| 2024-06-30 | 10-K | 37,647,000 | 2,592,000 | 0.05 | ||
| 2024-03-31 | 10-Q | 37,164,000 | 9,340,000 | 0.18 | 1,121,684,000 | 421,645,000 |
| 2024-03-31 | 10-K | 37,164,000 | 9,340,000 | 0.18 | ||
| 2023-12-31 | 10-K | 37,524,000 | 1,541,000 | 0.03 | 1,113,239,000 | 413,742,000 |
| 2023-09-30 | 10-K | 37,134,000 | 2,486,000 | 0.05 | ||
| 2023-09-30 | 10-Q | 37,134,000 | 2,486,000 | 0.05 | 1,117,549,000 | 426,805,000 |
| 2023-06-30 | 10-K | 36,460,000 | 11,306,000 | 0.22 | ||
| 2023-06-30 | 10-Q | 36,460,000 | 11,306,000 | 0.22 | 1,128,836,000 | 425,438,000 |
| 2023-03-31 | 10-K | 35,851,000 | 3,847,000 | 0.08 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7,957,832 | 0 | 7,957,832 | 110,534,289 | Neu | +100,0% | |
| VANGUARD GROUP INC | 5,416,634 | 0 | 5,416,634 | 75,237,046 | Neu | +100,0% | |
| STATE STREET CORP | 1,807,874 | 0 | 1,807,874 | 25,111,370 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1,179,004 | 0 | 1,179,004 | 16,378,986 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 640,742 | 621,615 | 19,127 | 10,347,987 | Aufgestockt | +3,1% | |
| MORGAN STANLEY | 727,929 | 0 | 727,929 | 10,110,956 | Neu | +100,0% | |
| First Eagle Investment Management, LLC | 713,049 | 0 | 713,049 | 9,904,251 | Neu | +100,0% | |
| CHILTON CAPITAL MANAGEMENT LLC | 619,846 | 0 | 619,846 | 8,609,661 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 522,893 | 0 | 522,893 | 7,262,984 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 484,291 | 0 | 484,291 | 6,726,803 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 437,539 | 0 | 437,539 | 6,077,417 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 371,977 | 0 | 371,977 | 5,166,761 | Neu | +100,0% | |
| DigitalBridge Group, Inc. | 365,600 | 0 | 365,600 | 5,078,184 | Neu | +100,0% | |
| Irenic Capital Management LP | 322,176 | 0 | 322,176 | 4,475,025 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 313,939 | 0 | 313,939 | 4,360,613 | Neu | +100,0% | |
| Invesco Ltd. | 270,453 | 0 | 270,453 | 3,756,593 | Neu | +100,0% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 258,016 | 0 | 258,016 | 3,583,842 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 218,266 | 214,017 | 4,249 | 3,524,996 | Aufgestockt | +2,0% | |
| BARCLAYS PLC | 230,104 | 0 | 230,104 | 3,196,144 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 225,915 | 0 | 225,915 | 3,137,959 | Neu | +100,0% | |
| FMR LLC | 225,663 | 0 | 225,663 | 3,134,458 | Neu | +100,0% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 221,402 | 0 | 221,402 | 3,075,274 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 196,630 | 0 | 196,630 | 2,731,187 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 191,849 | 0 | 191,849 | 2,664,783 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 175,023 | 0 | 175,023 | 2,431,069 | Neu | +100,0% | |
| HSBC HOLDINGS PLC | 139,304 | 97,828 | 41,476 | 2,269,262 | Aufgestockt | +42,4% | |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 134,060 | 121,130 | 12,930 | 2,165,066 | Aufgestockt | +10,7% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 155,533 | 0 | 155,533 | 2,160,353 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 127,686 | 0 | 127,686 | 1,773,543 | Neu | +100,0% | |
| Legal & General Group Plc | 102,248 | 115,875 | -13,627 | 1,651,306 | Reduziert | -11,8% | |
| RENAISSANCE TECHNOLOGIES LLC | 118,300 | 0 | 118,300 | 1,643,187 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 114,542 | 0 | 114,542 | 1,590,991 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 108,670 | 0 | 108,670 | 1,510,000 | Neu | +100,0% | |
| Swiss National Bank | 90,600 | 90,600 | 0 | 1,463,190 | Unverändert | 0,0% | |
| Nuveen, LLC | 88,841 | 197,261 | -108,420 | 1,434,783 | Reduziert | -55,0% | |
| Man Group plc | 98,293 | 0 | 98,293 | 1,365,290 | Neu | +100,0% | |
| PRUDENTIAL FINANCIAL INC | 86,713 | 0 | 86,713 | 1,204,444 | Neu | +100,0% | |
| VOYA INVESTMENT MANAGEMENT LLC | 81,305 | 0 | 81,305 | 1,129,326 | Neu | +100,0% | |
| Asset Management One Co., Ltd. | 65,025 | 65,000 | 25 | 1,050,154 | Aufgestockt | 0,0% | |
| MILLENNIUM MANAGEMENT LLC | 71,037 | 0 | 71,037 | 986,704 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 66,946 | 0 | 66,946 | 929,877 | Neu | +100,0% | |
| ADVISORY RESEARCH INC | 66,829 | 0 | 66,829 | 928,255 | Neu | +100,0% | |
| Greenland Capital Management LP | 65,000 | 0 | 65,000 | 902,850 | Neu | +100,0% | |
| STEPHENS INC /AR/ | 45,728 | 39,360 | 6,368 | 738,507 | Aufgestockt | +16,2% | |
| ALLIANCEBERNSTEIN L.P. | 49,178 | 0 | 49,178 | 683,082 | Neu | +100,0% | |
| Engineers Gate Manager LP | 48,626 | 0 | 48,626 | 675,415 | Neu | +100,0% | |
| INTECH INVESTMENT MANAGEMENT LLC | 48,001 | 0 | 48,001 | 666,734 | Neu | +100,0% | |
| Horizon Investments, LLC | 46,189 | 0 | 46,189 | 641,565 | Neu | +100,0% | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 46,082 | 0 | 46,082 | 640,079 | Neu | +100,0% | |
| Russell Investments Group, Ltd. | 38,694 | 36,732 | 1,962 | 624,916 | Aufgestockt | +5,3% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-03-24 | 1 | 16,22 | 16 |
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 640,742 | 10,347,987 | 36.08 |
| PRINCIPAL FINANCIAL GROUP INC | 218,266 | 3,524,996 | 12.29 |
| HSBC HOLDINGS PLC | 139,304 | 2,269,262 | 7.91 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 134,060 | 2,165,066 | 7.55 |
| Legal & General Group Plc | 102,248 | 1,651,306 | 5.76 |
| Swiss National Bank | 90,600 | 1,463,190 | 5.10 |
| Nuveen, LLC | 88,841 | 1,434,783 | 5.00 |
| Asset Management One Co., Ltd. | 65,025 | 1,050,154 | 3.66 |
| STEPHENS INC /AR/ | 45,728 | 738,507 | 2.58 |
| Russell Investments Group, Ltd. | 38,694 | 624,916 | 2.18 |
| UBS Group AG | 23,151 | 373,889 | 1.30 |
| Resona Asset Management Co.,Ltd. | 20,526 | 330,542 | 1.15 |
| Louisiana State Employees Retirement System | 19,900 | 321,385 | 1.12 |
| Ridgewood Investments LLC | 18,000 | 290,700 | 1.01 |
| NISA INVESTMENT ADVISORS, LLC | 16,714 | 269,931 | 0.94 |
| Police & Firemen's Retirement System of New Jersey | 13,063 | 210,967 | 0.74 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | 194,898 | 0.68 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 12,032 | 194,317 | 0.68 |
| Ignite Planners, LLC | 10,933 | 176,568 | 0.62 |
| JOURNEY STRATEGIC WEALTH LLC | 10,723 | 173,177 | 0.60 |