Whitestone REIT Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WSR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Sep 24	BuyUS$64,950	Julia Buthman	Individual	5,000	US$12.99
11 Jun 24	BuyUS$222,530	Amy Feng	Individual	17,000	US$13.09
03 Jun 24	BuyUS$79,727	Amy Feng	Individual	6,100	US$13.07
29 May 24	BuyUS$27,610,125	P. Bramble	Individual	2,200,000	US$12.94

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WSR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	22,024	0.0435%
Individual Insiders	5,957,614	11.8%
General Public	13,361,395	26.4%
Institutions	31,305,440	61.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2%.

Top Shareholders

Top 25 shareholders own 60.61% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.8%	BlackRock, Inc.	7,504,375	US$107.9m	-2.65%	no data
10.3%	The Vanguard Group, Inc.	5,204,673	US$74.9m	-3.32%	no data
9.26%	P. Bramble	4,690,000	US$67.5m	0%	no data
3.68%	State Street Global Advisors, Inc.	1,864,118	US$26.8m	-3.04%	no data
2.47%	Geode Capital Management, LLC	1,250,836	US$18.0m	1.47%	no data
2.32%	First Eagle Investment Management, LLC	1,174,722	US$16.9m	5.86%	0.02%
1.73%	Highland Capital Management, L.P.	875,255	US$12.6m	0%	2.61%
1.58%	Boothbay Fund Management, LLC	802,280	US$11.5m	-36%	0.37%
1.3%	Dimensional Fund Advisors LP	659,519	US$9.5m	-2.95%	no data
1.19%	Balyasny Asset Management L.P.	604,414	US$8.7m	0%	0.02%
1.12%	Northern Trust Global Investments	566,936	US$8.2m	2.45%	no data
1.1%	Foundry Partners, LLC	558,383	US$8.0m	-42.6%	0.39%
1.08%	Kennedy Capital Management LLC	547,211	US$7.9m	-11.1%	0.17%
1.08%	Eaton Vance Management	546,274	US$7.9m	-0.09%	no data
1.03%	David Holeman	519,377	US$7.5m	0%	no data
0.98%	BNY Asset Management	495,327	US$7.1m	-13.9%	no data
0.88%	Invesco Capital Management LLC	443,810	US$6.4m	4.78%	no data
0.84%	Charles Schwab Investment Management, Inc.	426,509	US$6.1m	131%	no data
0.79%	Morgan Stanley, Investment Banking and Brokerage Investments	401,448	US$5.8m	-6.89%	no data
0.61%	HGI Capital Management, LLC	308,952	US$4.4m	115%	4.25%
0.59%	Columbia Management Investment Advisers, LLC	300,769	US$4.3m	8.7%	no data
0.54%	Christine C. Mastandrea	273,773	US$3.9m	0%	no data
0.49%	Goldman Sachs Group, Investment Banking and Securities Investments	247,618	US$3.6m	294%	no data
0.47%	Principal Global Investors, LLC	237,807	US$3.4m	-6.72%	no data
0.38%	Roumell Asset Management, LLC	192,065	US$2.8m	0%	4.4%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 00:08
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Whitestone REIT is covered by 16 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Gaurav Mehta	Alliance Global Partners
Richard Milligan	Baird
Paul Adornato	BMO Capital Markets Equity Research