WSR vs. UDR
WSR (Whitestone REIT) and UDR (UDR, Inc.) are both stocks. Both are in the Real Estate sector — WSR in REIT - Retail, UDR in REIT - Residential. Over the past 10 years, WSR returned 8.85%/yr vs 4.58%/yr for UDR. At a 0.49 correlation, their price movements are largely independent.
Performance
WSR vs. UDR - Performance Comparison
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Returns By Period
In the year-to-date period, WSR achieves a 38.67% return, which is significantly higher than UDR's 5.41% return. Over the past 10 years, WSR has outperformed UDR with an annualized return of 8.85%, while UDR has yielded a comparatively lower 4.58% annualized return.
WSR
- 1D
- 0.00%
- 1M
- 0.54%
- YTD
- 38.67%
- 6M
- 42.78%
- 1Y
- 60.24%
- 3Y*
- 31.55%
- 5Y*
- 23.35%
- 10Y*
- 8.85%
UDR
- 1D
- 0.48%
- 1M
- -0.71%
- YTD
- 5.41%
- 6M
- 7.08%
- 1Y
- -3.64%
- 3Y*
- 2.28%
- 5Y*
- -1.51%
- 10Y*
- 4.58%
WSR vs. UDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 38.67% | 2.17% | 19.75% | 33.96% | -0.54% | 33.34% | -37.17% | 20.34% | -6.80% | 9.23% |
UDR UDR, Inc. | 5.41% | -11.75% | 18.29% | 3.12% | -33.44% | 61.12% | -14.54% | 21.48% | 6.40% | 9.11% |
Correlation
The correlation between WSR and UDR is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
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 26, 2010 | 0.49 |
The correlation between WSR and UDR shifts across timeframes, from 0.39 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
WSR:
$1.29
UDR:
$1.45
WSR:
14.63
UDR:
26.05
WSR:
0.23
UDR:
0.17
WSR:
4.48
UDR:
7.43
WSR:
$164.65M
UDR:
$1.72B
WSR:
$113.29M
UDR:
$812.64M
WSR:
$121.74M
UDR:
$1.05B
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Return for Risk
WSR vs. UDR — Risk / Return Rank
WSR
UDR
WSR vs. UDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and UDR, Inc. (UDR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WSR | UDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.82 | ||
| Sortino ratioReturn per unit of downside risk | +4.52 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 0.99 | +0.60 |
| Calmar ratioReturn relative to maximum drawdown | 4.76 | -0.20 | +4.96 |
| Martin ratioReturn relative to average drawdown | 18.93 | -0.37 | +19.30 |
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Drawdowns
WSR vs. UDR - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, smaller than the maximum UDR drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for WSR and UDR.
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Drawdown Indicators
| WSR | UDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.62% | -74.67% | +11.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -17.90% | +5.17% |
Max Drawdown (3Y)Largest decline over 3 years | -22.06% | -26.80% | +4.74% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -44.44% | +6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -63.62% | -44.44% | -19.18% |
Current DrawdownCurrent decline from peak | 0.00% | -25.47% | +25.47% |
Average DrawdownAverage peak-to-trough decline | -14.17% | -11.91% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 9.85% | -6.66% |
Volatility
WSR vs. UDR - Volatility Comparison
The current volatility for Whitestone REIT (WSR) is 0.62%, while UDR, Inc. (UDR) has a volatility of 6.69%. This indicates that WSR experiences smaller price fluctuations and is considered to be less risky than UDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSR | UDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 6.69% | -6.07% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 15.11% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.05% | 20.03% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.43% | 23.03% | +3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.35% | 25.41% | +8.94% |
Dividends
WSR vs. UDR - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 2.93%, less than UDR's 4.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 4.57% | 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 | 2.93% | 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. UDR - Financials Comparison
This section allows you to compare key financial metrics between Whitestone REIT and UDR, Inc.. 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. UDR - 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%.
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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
WSR and UDR have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UDR has higher volatility (6.69%) compared to WSR (0.62%). In terms of maximum drawdown, WSR dropped -63.62% vs UDR's -74.67%.
WSR currently has the higher Sharpe Ratio (2.63 vs -0.18), 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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