Sentiment-Signal
33,5
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
9.6
Keine neuen Positionen
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 | 973,1 Mio. USD |
| Beta | 0,72 |
| 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% | |
| 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% | |
| DIMENSIONAL FUND ADVISORS LP | 621,615 | 0 | 621,615 | 8,634,230 | 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% | |
| 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% | |
| PRINCIPAL FINANCIAL GROUP INC | 214,017 | 0 | 214,017 | 2,972,696 | 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% | |
| 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% | |
| RENAISSANCE TECHNOLOGIES LLC | 118,300 | 0 | 118,300 | 1,643,187 | Neu | +100,0% | |
| Legal & General Group Plc | 115,875 | 0 | 115,875 | 1,609,504 | 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% | |
| Man Group plc | 98,293 | 0 | 98,293 | 1,365,290 | Neu | +100,0% | |
| HSBC HOLDINGS PLC | 97,828 | 0 | 97,828 | 1,348,559 | Neu | +100,0% | |
| Swiss National Bank | 90,600 | 0 | 90,600 | 1,258,434 | Neu | +100,0% | |
| PRUDENTIAL FINANCIAL INC | 86,713 | 0 | 86,713 | 1,204,444 | Neu | +100,0% | |
| UBS Group AG | 84,321 | 0 | 84,321 | 1,171,219 | Neu | +100,0% | |
| VOYA INVESTMENT MANAGEMENT LLC | 81,305 | 0 | 81,305 | 1,129,326 | Neu | +100,0% | |
| 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% | |
| 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% | |
| Quantinno Capital Management LP | 43,688 | 0 | 43,688 | 606,834 | Neu | +100,0% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43,545 | 0 | 43,545 | 604,840 | Neu | +100,0% | |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 41,717 | 0 | 41,717 | 579,449 | Neu | +100,0% | |
| LPL Financial LLC | 40,879 | 0 | 40,879 | 567,805 | Neu | +100,0% |
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
Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| BlackRock, Inc. | 7,957,832 | 110,534,289 | 29.56 |
| VANGUARD GROUP INC | 5,416,634 | 75,237,046 | 20.12 |
| STATE STREET CORP | 1,807,874 | 25,111,370 | 6.72 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,179,004 | 16,378,986 | 4.38 |
| MORGAN STANLEY | 727,929 | 10,110,956 | 2.70 |
| First Eagle Investment Management, LLC | 713,049 | 9,904,251 | 2.65 |
| DIMENSIONAL FUND ADVISORS LP | 621,615 | 8,634,230 | 2.31 |
| CHILTON CAPITAL MANAGEMENT LLC | 619,846 | 8,609,661 | 2.30 |
| NORTHERN TRUST CORP | 522,893 | 7,262,984 | 1.94 |
| GOLDMAN SACHS GROUP INC | 484,291 | 6,726,803 | 1.80 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 437,539 | 6,077,417 | 1.63 |
| Qube Research & Technologies Ltd | 371,977 | 5,166,761 | 1.38 |
| DigitalBridge Group, Inc. | 365,600 | 5,078,184 | 1.36 |
| Irenic Capital Management LP | 322,176 | 4,475,025 | 1.20 |
| JPMORGAN CHASE & CO | 313,939 | 4,360,613 | 1.17 |
| Invesco Ltd. | 270,453 | 3,756,593 | 1.00 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 258,016 | 3,583,842 | 0.96 |
| BARCLAYS PLC | 230,104 | 3,196,144 | 0.85 |
| TWO SIGMA INVESTMENTS, LP | 225,915 | 3,137,959 | 0.84 |
| FMR LLC | 225,663 | 3,134,458 | 0.84 |