UDR vs. WSR
UDR (UDR, Inc.) and WSR (Whitestone REIT) are both stocks. Both are in the Real Estate sector — UDR in REIT - Residential, WSR in REIT - Retail. Over the past 10 years, UDR returned 5.31%/yr vs 9.63%/yr for WSR. At a 0.49 correlation, their price movements are largely independent.
Performance
UDR vs. WSR - Performance Comparison
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Returns By Period
In the year-to-date period, UDR achieves a 8.65% return, which is significantly lower than WSR's 38.43% return. Over the past 10 years, UDR has underperformed WSR with an annualized return of 5.31%, while WSR has yielded a comparatively higher 9.63% annualized return.
UDR
- 1D
- 3.43%
- 1M
- 5.31%
- YTD
- 8.65%
- 6M
- 13.16%
- 1Y
- -0.89%
- 3Y*
- 2.51%
- 5Y*
- -0.69%
- 10Y*
- 5.31%
WSR
- 1D
- 0.11%
- 1M
- 0.58%
- YTD
- 38.43%
- 6M
- 45.23%
- 1Y
- 60.49%
- 3Y*
- 34.05%
- 5Y*
- 23.04%
- 10Y*
- 9.63%
UDR vs. WSR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 8.65% | -11.75% | 18.29% | 3.12% | -33.44% | 61.12% | -14.54% | 21.48% | 6.40% | 9.11% |
WSR Whitestone REIT | 38.43% | 2.17% | 19.75% | 33.96% | -0.54% | 33.34% | -37.17% | 20.34% | -6.80% | 9.23% |
Correlation
The correlation between UDR and WSR is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2010 | 0.49 |
The correlation between UDR and WSR shifts across timeframes, from 0.40 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
UDR:
$1.45
WSR:
$1.29
UDR:
26.85
WSR:
14.72
UDR:
0.17
WSR:
0.23
UDR:
7.66
WSR:
4.50
UDR:
$1.72B
WSR:
$164.65M
UDR:
$812.64M
WSR:
$113.29M
UDR:
$1.05B
WSR:
$121.74M
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Return for Risk
UDR vs. WSR — Risk / Return Rank
UDR
WSR
UDR vs. WSR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UDR, Inc. (UDR) and Whitestone REIT (WSR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UDR | WSR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.67 | ||
| Sortino ratioReturn per unit of downside risk | -4.28 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.57 | -0.56 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 4.78 | -4.83 |
| Martin ratioReturn relative to average drawdown | -0.09 | 18.93 | -19.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UDR | WSR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.05 | 2.63 | -2.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.87 | -0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.28 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.35 | +0.01 |
Drawdowns
UDR vs. WSR - Drawdown Comparison
The maximum UDR drawdown since its inception was -74.67%, which is greater than WSR's maximum drawdown of -63.62%. Use the drawdown chart below to compare losses from any high point for UDR and WSR.
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Drawdown Indicators
| UDR | WSR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.67% | -63.62% | -11.05% |
Max Drawdown (1Y)Largest decline over 1 year | -18.18% | -12.73% | -5.45% |
Max Drawdown (3Y)Largest decline over 3 years | -26.80% | -22.06% | -4.74% |
Max Drawdown (5Y)Largest decline over 5 years | -44.44% | -37.72% | -6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -44.44% | -63.62% | +19.18% |
Current DrawdownCurrent decline from peak | -23.18% | -0.10% | -23.08% |
Average DrawdownAverage peak-to-trough decline | -11.90% | -14.20% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.10% | 3.21% | +6.89% |
Volatility
UDR vs. WSR - Volatility Comparison
UDR, Inc. (UDR) has a higher volatility of 5.73% compared to Whitestone REIT (WSR) at 0.58%. This indicates that UDR's price experiences larger fluctuations and is considered to be riskier than WSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDR | WSR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 0.58% | +5.15% |
Volatility (6M)Calculated over the trailing 6-month period | 15.08% | 15.85% | -0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.77% | 23.15% | -3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.01% | 26.61% | -3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.38% | 34.36% | -8.98% |
Dividends
UDR vs. WSR - Dividend Comparison
UDR's dividend yield for the trailing twelve months is around 4.43%, more than WSR's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 4.43% | 4.68% | 3.90% | 4.28% | 3.88% | 2.41% | 3.70% | 2.89% | 3.22% | 3.18% | 3.19% | 2.91% |
WSR Whitestone REIT | 2.16% | 3.89% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% |
Financials
UDR vs. WSR - Financials Comparison
This section allows you to compare key financial metrics between UDR, Inc. and Whitestone REIT. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
UDR vs. WSR - Profitability Comparison
UDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported a gross profit of 285.26M and revenue of 425.85M. Therefore, the gross margin over that period was 67.0%.
WSR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Whitestone REIT reported a gross profit of 28.90M and revenue of 41.39M. Therefore, the gross margin over that period was 69.8%.
UDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported an operating income of 229.81M and revenue of 425.85M, resulting in an operating margin of 54.0%.
WSR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Whitestone REIT reported an operating income of 12.92M and revenue of 41.39M, resulting in an operating margin of 31.2%.
UDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UDR, Inc. reported a net income of 188.61M and revenue of 425.85M, resulting in a net margin of 44.3%.
WSR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Whitestone REIT reported a net income of 4.14M and revenue of 41.39M, resulting in a net margin of 10.0%.
Frequently Asked Questions
UDR and WSR have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UDR has higher volatility (5.73%) compared to WSR (0.58%). In terms of maximum drawdown, UDR dropped -74.67% vs WSR's -63.62%.
WSR currently has the higher Sharpe Ratio (2.63 vs -0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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