Whitestone REIT (WSR)
Company Info
Highlights
$687.36M
$0.41
32.68
$114.48M
$72.24M
$69.74M
$10.43 - $15.26
$16.14
1.12%
1.69
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Whitestone REIT, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Whitestone REIT had a return of -4.81% year-to-date (YTD) and 7.33% in the last 12 months. Over the past 10 years, Whitestone REIT had an annualized return of 5.40%, while the S&P 500 had an annualized return of 11.41%, indicating that Whitestone REIT did not perform as well as the benchmark.
WSR
-4.81%
-5.32%
2.34%
7.33%
4.93%
5.40%
^GSPC (Benchmark)
2.66%
1.61%
15.23%
22.15%
12.59%
11.41%
Monthly Returns
The table below presents the monthly returns of WSR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.13% | -4.81% | |||||||||||
| 2024 | 5.47% | -4.35% | 2.20% | -8.06% | 13.80% | 2.39% | 4.01% | -2.46% | 1.14% | 2.16% | 7.15% | -3.46% | 19.76% |
| 2023 | 8.44% | -8.87% | -2.23% | -2.29% | -1.46% | 10.98% | 6.83% | -2.72% | -3.31% | 3.75% | 10.60% | 12.55% | 33.96% |
| 2022 | 1.15% | 15.78% | 12.82% | -8.02% | 1.49% | -12.25% | 4.86% | -12.06% | -13.68% | 11.76% | 3.84% | -0.52% | -0.54% |
| 2021 | -1.70% | 20.41% | 4.13% | 1.09% | -14.94% | 0.07% | 7.74% | 11.30% | 0.06% | -5.79% | 1.27% | 9.82% | 33.33% |
| 2020 | -3.14% | -5.50% | -49.16% | 10.09% | -8.82% | 18.89% | -8.78% | -1.54% | -6.69% | -0.12% | 26.92% | 6.48% | -37.17% |
| 2019 | 15.66% | -7.63% | -6.93% | 7.58% | -0.51% | 0.91% | 1.23% | -1.10% | 10.79% | 4.21% | -0.74% | -2.33% | 20.33% |
| 2018 | -8.81% | -5.39% | -15.15% | 5.41% | 13.81% | 2.76% | 4.97% | 6.43% | 1.76% | -2.36% | 5.35% | -11.66% | -6.78% |
| 2017 | -3.27% | 2.50% | -1.60% | -8.77% | -7.35% | 7.95% | 6.53% | -2.46% | 4.07% | 3.12% | 11.34% | -1.17% | 9.23% |
| 2016 | -7.51% | 2.70% | 13.84% | 7.62% | 2.57% | 10.93% | 7.88% | -9.80% | -3.57% | -3.48% | 1.52% | 7.95% | 31.42% |
| 2015 | 5.11% | 1.18% | 1.23% | -7.43% | -3.29% | -6.53% | 0.04% | -10.95% | 0.96% | 8.90% | -1.02% | -1.07% | -13.58% |
| 2014 | 3.55% | 6.06% | 1.08% | -2.84% | 3.16% | 5.09% | 0.97% | 2.24% | -7.67% | 8.30% | -0.30% | 1.68% | 22.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WSR is 55, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Whitestone REIT (WSR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Whitestone REIT provided a 3.74% dividend yield over the last twelve months, with an annual payout of $0.50 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.50 | $0.49 | $0.48 | $0.47 | $0.43 | $0.60 | $1.05 | $1.14 | $1.14 | $1.24 | $1.14 | $1.14 |
Dividend yield | 3.74% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% | 7.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Whitestone REIT. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.05 | $0.05 | $0.09 | ||||||||||
| 2024 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.49 |
| 2023 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.48 |
| 2022 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.47 |
| 2021 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.43 |
| 2020 | $0.10 | $0.10 | $0.10 | $0.04 | $0.04 | $0.04 | $0.04 | $0.07 | $0.00 | $0.04 | $0.04 | $0.04 | $0.60 |
| 2019 | $0.00 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.19 | $0.00 | $0.10 | $0.10 | $0.10 | $1.05 |
| 2018 | $0.00 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.19 | $0.00 | $0.10 | $0.10 | $0.19 | $1.14 |
| 2017 | $0.00 | $0.10 | $0.10 | $0.10 | $0.10 | $0.19 | $0.00 | $0.19 | $0.00 | $0.10 | $0.10 | $0.19 | $1.14 |
| 2016 | $0.10 | $0.10 | $0.19 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $1.24 |
| 2015 | $0.19 | $0.10 | $0.10 | $0.00 | $0.19 | $0.10 | $0.10 | $0.10 | $0.00 | $0.19 | $0.10 | $0.00 | $1.14 |
| 2014 | $0.19 | $0.10 | $0.10 | $0.00 | $0.19 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.00 | $1.14 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Whitestone REIT. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Whitestone REIT was 63.62%, occurring on Apr 6, 2020. Recovery took 481 trading sessions.
The current Whitestone REIT drawdown is 11.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.62% | Oct 31, 2019 | 108 | Apr 6, 2020 | 481 | Mar 3, 2022 | 589 |
| -37.72% | Apr 21, 2022 | 119 | Oct 10, 2022 | 306 | Dec 28, 2023 | 425 |
| -34.72% | Mar 23, 2015 | 210 | Jan 20, 2016 | 99 | Jun 10, 2016 | 309 |
| -30.41% | Dec 19, 2017 | 65 | Mar 23, 2018 | 131 | Sep 28, 2018 | 196 |
| -26.57% | Aug 1, 2016 | 201 | May 17, 2017 | 126 | Nov 14, 2017 | 327 |
Volatility
Volatility Chart
The current Whitestone REIT volatility is 5.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Whitestone REIT compared to its peers in the REIT - Retail industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WSR in comparison to other companies of the REIT - Retail industry. Currently, WSR has a PE value of 32.7. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WSR in comparison to other companies of the REIT - Retail industry. Currently, WSR has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Whitestone REIT.
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Income Statement
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