Whitestone REIT

Frequently Asked Questions About WSR

What does WSR invest in?

Whitestone operates as a real estate investment trust (REIT) focused on enhancing local communities through its retail properties. The company strategically acquires, develops, manages, and repositions high-quality, open-air neighborhood retail hubs. Its portfolio is primarily concentrated in the most dynamic, rapidly expanding, and affluent markets across the Sunbelt region. Whitestone's core mission is to cultivate thriving community environments. It achieves this by fostering strong local connections between residents and a thoughtfully curated blend of national, regional, and independent businesses, which collectively offer essential goods, vital services, leisure activities, and unique experiences. For investors, Whitestone provides a reliable monthly dividend, a practice it has maintained consistently for more than 15 years. Underpinning this strategy is a robust and well-managed capital structure. This foundation not only ensures financial stability and flexibility for ongoing growth but also positions the company for resilience and sustained performance across various economic cycles.

What is the expense ratio of WSR?

An expense ratio for Whitestone REIT (WSR) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is WSR?

Whitestone REIT (WSR) manages $976.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WSR actively managed or an index fund?

WSR's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WSR launched?

Whitestone REIT (WSR) launched in August 2010 and is managed by the fund issuer.

How has WSR performed?

WSR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.