Whitestone REIT repaid all outstanding debts and terminated three major credit agreements (the A&R Credit Agreement, the Nationwide Loan, and the Notes) following the closing of the mergers. These obligations have been removed from the company's balance sheet.

View Full Filing (SEC EDGAR)

2026-07-09

Whitestone REIT shareholders voted to approve the merger with AREG Wizard entities at a special meeting on July 9, 2026. The going‑private transaction is expected to close on July 14. However, a non‑binding advisory vote on executive compensation tied to the merger was rejected by shareholders.

View Full Filing (SEC EDGAR)

2026-07-01

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding WHITESTONE REIT (WSR)?

Major stakeholders currently include BlackRock, Inc. ($129.7M), Vanguard Portfolio Management LLC ($48.6M), Vanguard Capital Management LLC ($33.9M). Based on the latest 13F filings, there are a total of 220 tracked investment funds and institutions maintaining positions in WSR.

What is the overall institutional sentiment toward WSR recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $80.4M, driven by 110 managers accumulating shares while 81 reduced their exposure.

Which institutions have been selling or reducing their WSR positions?

In the latest period, 60 funds trimmed their holdings, and 21 managers completely exited their positions. The aggregate reported sell value was $126.4M.

Are there any notable investors adding WSR to their portfolios?

Yes, buying activity remains notable. 25 institutions opened new positions in {ticker}, and 85 existing holders added to their shares. The total reported buy value for the quarter amounted to $325.6M.