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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	Role	Shares	Max Price
22 Jun 26	SellUS$78,986,088	P. Bramble	Individual		4,175,005.19	US$18.98
09 Apr 26	SellUS$9,731,183	P. Bramble	Individual		515,000	US$18.90

Insider Trading Volume

Insider Buying: WSR insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WSR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	17,784	0.0346%
Individual Insiders	1,896,259	3.69%
General Public	14,608,971	28.4%
Institutions	34,870,963	67.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 53.51% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.6%	BlackRock, Inc.	8,033,175	US$154.4m	0.95%	no data
5.85%	Vanguard Portfolio Management, LLC	3,007,925	US$57.8m	0%	no data
4.09%	Vanguard Capital Management, LLC	2,102,085	US$40.4m	0%	no data
3.6%	State Street Global Advisors, Inc.	1,850,444	US$35.6m	2.35%	no data
2.46%	Irenic Capital Management LP	1,265,391	US$24.3m	293%	1.87%
2.33%	Geode Capital Management, LLC	1,198,721	US$23.0m	1.67%	no data
2.02%	GW&K Investment Management, LLC	1,035,745	US$19.9m	-6.43%	0.15%
1.7%	Highland Capital Management, L.P.	875,255	US$16.8m	0%	2.47%
1.49%	David Holeman	765,049	US$14.7m	2.74%	no data
1.44%	First Eagle Investment Management, LLC	742,115	US$14.3m	4.08%	0.01%
1.31%	Chilton Capital Management LLC	674,201	US$13.0m	8.77%	0.39%
1.25%	Dimensional Fund Advisors LP	640,742	US$12.3m	3.08%	no data
1.23%	Emmett Investment Management, LP	632,000	US$12.1m	-50.1%	8.07%
1.11%	C.S. McKee, L.P.	568,074	US$10.9m	-0.57%	0.23%
1.05%	Northern Trust Global Investments	541,989	US$10.4m	3.65%	no data
0.86%	Eaton Vance Management	440,038	US$8.5m	0.19%	no data
0.85%	Charles Schwab Investment Management, Inc.	438,075	US$8.4m	0%	no data
0.84%	Christine C. Mastandrea	431,982	US$8.3m	31.5%	no data
0.79%	BNY Asset Management	407,558	US$7.8m	-3.26%	no data
0.66%	Two Sigma Investments, LP	337,595	US$6.5m	49.4%	no data
0.66%	Envestnet Asset Management, Inc.	336,954	US$6.5m	33.7%	no data
0.6%	The Goldman Sachs Group, Inc.	307,050	US$5.9m	70.4%	no data
0.58%	Qube Research & Technologies Ltd	296,976	US$5.7m	-20.2%	0.01%
0.56%	Vanguard Fiduciary Trust Company	289,143	US$5.6m	1,120%	no data
0.55%	DigitalBridge Investment Management, LLC	283,000	US$5.4m	122%	0.29%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/13 01:56
End of Day Share Price	2026/07/13 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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.

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 Github.

Analyst Sources

Whitestone REIT is covered by 14 analysts. 7 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