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SPZCOWhitestone REIT · WSRData at close 2026-07-14

Real Estate · Real Estate Investment Trusts · NYSE · CIK 1175535 · FYE Dec 31 · Prices AT CLOSE 2026-07-14 (USD) — end-of-day, never a live or intraday quote

Last $18.99Mkt cap $976MP/E (FY) 20.0×1Y +53.9%Off 52W high −0.6%Vol (1Y) 22.6%

Price2023-07-14 → 2026-07-14

WSR close: $9.8 on 2023-07-14 to $19.0 on 2026-07-14.

Daily closing price, split-adjusted to the current basis; 3y shown of 3,990 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.

At a glance

Fair value (model)$8.87

Implied upside−53.3%

Valuation confidenceLOW

Short interest1.4% of sh out

Days to cover1.0d

13F net flow (QoQ)+0.69%

Top-10 13F concentration61.5%

Next report (est.)2026-08-05

Fair value, confidence and the reverse-DCF grade are the MATERIALIZED daily snapshot (the same columns the screener serves), not a live model run. Short interest is FINRA semi-monthly, settlement 2026-06-30. 13F figures are quarterly filings, period 2026-Q1 — a lower bound on true ownership.

Key fundamentalsFY 2025

P/E (FY)20.0×

Sales (TTM)$164.2M

Earnings (TTM)$50.4M

ROE11.1%

Trailing returns

YTD+39.0%

1Y+53.9%

3Y+117.3%

5Y+192.4%

10Y+125.4%

Since incept. (ann.)+10.7%

Total return through 2026-07-14 · series begins 2010-08-26. Only the windows this history actually covers are shown.

Risk

Ann. volatility (1Y)22.6%

Ann. volatility (3Y)23.3%

Sharpe (1Y)2.04

Sharpe (3Y)1.23

Max drawdown (1Y)−12.7%

Max drawdown (3Y)−22.1%

Beta (3Y vs SPY)0.54

Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.

Top institutional holders13F 2026-Q1

Manager	Shares	Value	% sh out	QoQ
BlackRock, Inc.	8.0M	$130M	15.63%	+0.9%
VANGUARD PORTFOLIO MANAGEMENT LLC	3.0M	$49M	5.85%	new
VANGUARD CAPITAL MANAGEMENT LLC	2.1M	$34M	4.09%	new
STATE STREET CORP	1.9M	$30M	3.60%	+2.4%
Irenic Capital Management LP	1.3M	$20M	2.46%	+292.8%
GEODE CAPITAL MANAGEMENT, LLC	1.2M	$19M	2.33%	+1.7%
GW&K Investment Management, LLC	1.0M	$17M	2.02%	−6.4%
NEXPOINT ASSET MANAGEMENT, L.P.	875,255	$14M	1.70%	+0.0%

Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.

Latest reported quarterslast report 2026-05-06

Period end	Reported	EPS	EPS YoY	Revenue	Rev YoY
2026-03-31	2026-05-06	$0.08	+14.3%	$41.4M	+8.9%
2025-12-31	2026-02-25	—	—	$43.9M	+7.5%
2025-09-30	2025-10-29	$0.35	+133.3%	$41.0M	+6.3%
2025-06-30	2025-07-30	$0.10	+100.0%	$37.9M	+0.7%

EPS and revenue as reported in this filer's own XBRL — our extraction of the filings, not a vendor consensus feed, and never a beat/miss claim (we carry no estimates). YoY compares the same fiscal quarter a year earlier. Next report 2026-08-05 is ESTIMATED from filing cadence (median gap 91d) — not company-confirmed.

Basis & disclosures

End-of-day only. Every price on this sheet is a stored CLOSE — the last one is 2026-07-14. Nothing here is live, intraday or delayed-real-time, and the sheet does not update after it is printed.
Nothing is imputed. A figure that is not in the underlying filing or feed renders as “—”. We never fill a gap with an estimate, a peer median or a carried-forward value.
Mixed as-of dates by design. Prices are at the last close; fundamentals are at the latest reported fiscal period; 13F ownership is at the latest filed quarter (45+ days in arrears); short interest is the latest FINRA settlement. Each block states its own basis above.
Not investment advice. Model fair values, reverse-DCF grades and confidence labels are the output of published, disclosed methods on public filings — they are analysis, not a recommendation, a price target or a solicitation.
Fundamentals and ownership derive from SEC EDGAR (and equivalent foreign registers); prices from a licensed end-of-day vendor, shown under a neutral source label. Full methodology at spzco.com/methodology.