Whitestone REIT Ownership
| WSR Stock | USD 13.57 0.18 1.31% |
Shares in Circulation | First Issued 2002-06-30 | Previous Quarter 51.1 M | Current Value 51.3 M | Avarage Shares Outstanding 22.1 M | Quarterly Volatility 18.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Whitestone |
Whitestone Stock Ownership Analysis
About 13.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.64. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Whitestone REIT last dividend was issued on the 3rd of March 2025. 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. Whitestones strong, balanced and managed capital structure provides stability and flexibility for growth and positions Whitestone to perform well through economic cycles. Whitestone REIT operates under REITRetail classification in the United States and is traded on New York Stock Exchange. It employs 89 people. For more information please call David CPA at 713 827 9595 or visit https://www.whitestonereit.com.Besides selling stocks to institutional investors, Whitestone REIT also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Whitestone REIT's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Whitestone REIT's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Whitestone REIT Quarterly Liabilities And Stockholders Equity |
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Whitestone REIT Insider Trades History
About 13.0% of Whitestone REIT are currently held by insiders. Unlike Whitestone REIT's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Whitestone REIT's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Whitestone REIT's insider trades
Whitestone Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Whitestone REIT is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Whitestone REIT backward and forwards among themselves. Whitestone REIT's institutional investor refers to the entity that pools money to purchase Whitestone REIT's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Northern Trust Corp | 2024-09-30 | 566.9 K | Foundry Partners, Llc | 2024-09-30 | 558.4 K | Kennedy Capital Management Inc | 2024-09-30 | 547.2 K | Bank Of New York Mellon Corp | 2024-12-31 | 477.7 K | Amvescap Plc. | 2024-09-30 | 470.3 K | Jpmorgan Chase & Co | 2024-09-30 | 461.6 K | Charles Schwab Investment Management Inc | 2024-12-31 | 440.8 K | Goldman Sachs Group Inc | 2024-09-30 | 366.6 K | Hgi Capital Management, Llc | 2024-09-30 | 309 K | Blackrock Inc | 2024-09-30 | 7.5 M | Vanguard Group Inc | 2024-09-30 | 5.2 M |
Whitestone REIT Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Whitestone REIT insiders, such as employees or executives, is commonly permitted as long as it does not rely on Whitestone REIT's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Whitestone REIT insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Whitestone REIT Outstanding Bonds
Whitestone REIT issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Whitestone REIT uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Whitestone bonds can be classified according to their maturity, which is the date when Whitestone REIT has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Whitestone REIT Corporate Filings
F4 | 3rd of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 18th of November 2024 An amendment to the original Schedule 13D filing | ViewVerify |
8K | 5th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 31st of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Whitestone REIT
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Whitestone REIT position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Whitestone REIT will appreciate offsetting losses from the drop in the long position's value.Moving together with Whitestone Stock
| 0.89 | AHH | Armada Hflr Pr Earnings Call This Week | PairCorr |
| 0.78 | BNL | Broadstone Net Lease Earnings Call This Week | PairCorr |
| 0.91 | OLP | One Liberty Properties | PairCorr |
| 0.79 | RYN | Rayonier | PairCorr |
Moving against Whitestone Stock
| 0.62 | AHT-PD | Ashford Hospitality Trust | PairCorr |
| 0.58 | DX | Dynex Capital | PairCorr |
| 0.35 | AHT-PI | Ashford Hospitality Trust | PairCorr |
The ability to find closely correlated positions to Whitestone REIT could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Whitestone REIT when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Whitestone REIT - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Whitestone REIT to buy it.
The correlation of Whitestone REIT is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Whitestone REIT moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Whitestone REIT moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Whitestone REIT can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Whitestone Stock Analysis
When running Whitestone REIT's price analysis, check to measure Whitestone REIT's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Whitestone REIT is operating at the current time. Most of Whitestone REIT's value examination focuses on studying past and present price action to predict the probability of Whitestone REIT's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Whitestone REIT's price. Additionally, you may evaluate how the addition of Whitestone REIT to your portfolios can decrease your overall portfolio volatility.