WSR vs. DOC
WSR (Whitestone REIT) and DOC (Physicians Realty Trust) are both stocks. Both are in the Real Estate sector — WSR in REIT - Retail, DOC in REIT - Healthcare Facilities. Over the past 10 years, WSR returned 9.59%/yr vs -0.39%/yr for DOC. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
WSR vs. DOC - Performance Comparison
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Returns By Period
In the year-to-date period, WSR achieves a 38.29% return, which is significantly higher than DOC's 22.10% return. Over the past 10 years, WSR has outperformed DOC with an annualized return of 9.59%, while DOC has yielded a comparatively lower -0.39% annualized return.
WSR
- 1D
- 0.11%
- 1M
- 0.42%
- YTD
- 38.29%
- 6M
- 44.86%
- 1Y
- 59.67%
- 3Y*
- 33.01%
- 5Y*
- 23.01%
- 10Y*
- 9.59%
DOC
- 1D
- -1.95%
- 1M
- 17.68%
- YTD
- 22.10%
- 6M
- 14.27%
- 1Y
- 19.20%
- 3Y*
- 3.58%
- 5Y*
- -5.75%
- 10Y*
- -0.39%
WSR vs. DOC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 38.29% | 2.17% | 19.75% | 33.96% | -0.54% | 33.34% | -37.17% | 20.34% | -6.80% | 9.23% |
DOC Physicians Realty Trust | 22.10% | -15.17% | 8.79% | -16.40% | -27.53% | 23.74% | -7.69% | 29.16% | 13.69% | -7.70% |
Correlation
The correlation between WSR and DOC is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2010 | 0.51 |
The correlation between WSR and DOC shifts across timeframes, from 0.33 (1 year) to 0.53 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
WSR:
$1.29
DOC:
$0.32
WSR:
14.70
DOC:
59.76
WSR:
4.50
DOC:
4.62
WSR:
$164.65M
DOC:
$2.87B
WSR:
$113.29M
DOC:
$609.74M
WSR:
$121.74M
DOC:
$1.78B
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Return for Risk
WSR vs. DOC — Risk / Return Rank
WSR
DOC
WSR vs. DOC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and Physicians Realty Trust (DOC). 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.
| WSR | DOC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.93 | ||
| Sortino ratioReturn per unit of downside risk | +3.03 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.16 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 4.71 | 1.13 | +3.58 |
| Martin ratioReturn relative to average drawdown | 18.67 | 2.35 | +16.32 |
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
| WSR | DOC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 0.66 | +1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | -0.22 | +1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | -0.01 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.34 | +0.01 |
Drawdowns
WSR vs. DOC - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, roughly equal to the maximum DOC drawdown of -61.03%. Use the drawdown chart below to compare losses from any high point for WSR and DOC.
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Drawdown Indicators
| WSR | DOC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.62% | -61.03% | -2.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -17.09% | +4.36% |
Max Drawdown (3Y)Largest decline over 3 years | -22.06% | -29.00% | +6.94% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -54.07% | +16.35% |
Max Drawdown (10Y)Largest decline over 10 years | -63.62% | -54.07% | -9.55% |
Current DrawdownCurrent decline from peak | -0.21% | -32.93% | +32.72% |
Average DrawdownAverage peak-to-trough decline | -14.21% | -14.82% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 8.18% | -4.97% |
Volatility
WSR vs. DOC - Volatility Comparison
The current volatility for Whitestone REIT (WSR) is 0.58%, while Physicians Realty Trust (DOC) has a volatility of 17.61%. This indicates that WSR experiences smaller price fluctuations and is considered to be less risky than DOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSR | DOC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 17.61% | -17.03% |
Volatility (6M)Calculated over the trailing 6-month period | 15.86% | 23.45% | -7.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.17% | 29.25% | -6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.62% | 26.28% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.37% | 29.60% | +4.77% |
Dividends
WSR vs. DOC - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 2.17%, less than DOC's 6.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOC Physicians Realty Trust | 6.40% | 7.59% | 5.92% | 6.06% | 4.79% | 3.33% | 4.90% | 4.29% | 5.30% | 5.67% | 7.05% | 5.91% |
WSR Whitestone REIT | 2.17% | 3.89% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% |
Financials
WSR vs. DOC - Financials Comparison
This section allows you to compare key financial metrics between Whitestone REIT and Physicians Realty Trust. 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
WSR vs. DOC - Profitability Comparison
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%.
DOC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported a gross profit of 404.94M and revenue of 752.95M. Therefore, the gross margin over that period was 53.8%.
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%.
DOC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported an operating income of 5.60M and revenue of 752.95M, resulting in an operating margin of 0.7%.
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%.
DOC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported a net income of 193.63M and revenue of 752.95M, resulting in a net margin of 25.7%.
Frequently Asked Questions
WSR and DOC have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DOC has higher volatility (17.61%) compared to WSR (0.58%). In terms of maximum drawdown, WSR dropped -63.62% vs DOC's -61.03%.
WSR currently has the higher Sharpe Ratio (2.59 vs 0.66), 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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