Whitestone REIT (WSR)

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Whitestone REIT (WSR) is up 38.7% since the beginning of the year. At $19 per share, WSR is trading just below its 52-week high of $19. Investors who bought $1,000 worth of WSR shares 5 years ago would now be looking at an investment worth $2,856.

Whitestone REIT (WSR) has returned 38.67% so far this year and 60.24% over the past 12 months. Over the last ten years, WSR has returned 8.85% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Aug 26, 2010, WSR's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +26.9%, while the worst month was Mar 2020 at -49.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WSR closed higher 51% of trading days. The best single day was Nov 9, 2020 with a return of +15.9%, while the worst single day was Mar 18, 2020 at -21.7%.

Whitestone REIT has an annualized alpha of 2.55%, beta of 0.86, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since August 26, 2010.

• This stock participated in 103.33% of S&P 500 Index downside but only 90.87% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.24 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WSR ranks 95 for risk / return — in the top 95% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Whitestone REIT provided a 2.93% dividend yield over the last twelve months, with an annual payout of $0.56 per share. The company has been increasing its dividends for 4 consecutive years.

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.

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.

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 chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Whitestone REIT over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Whitestone REIT is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.