WSR Whitestone REIT

BULLISH Impact: 8/10 DEFA14A
Horizon months Filed Apr 9, 2026 Processed 2mo ago SEC 0001193125-26-148800
Proxy solicitation materials
Latest settled — T+20d ⚠ clustered
WSR ▲ +0.11% at T+20d
LONG call ✓ call won +0.11% · α vs SPY -7.46% · entry $18.93 → $18.95
Next anchor: T+60d in 26d
Last close $19.07 (close Jun 8) · +0.74% from $18.93 entry
Entry anchored
Apr 8, 03:59 PM ET
via Databento tick
T+1d
-0.16%
call -0.16% · α -0.10%
$18.90
settled 2mo ago
T+5d
0.00%
call 0.00% · α -3.19%
$18.93
settled 8w ago
T+20d
+0.11%
call +0.11% · α -7.46%
$18.95
settled 5w ago
T+60d
call — · α —
in 26d

Price Chart

Loading chart...

Executive Summary

Whitestone REIT (WSR) has agreed to be acquired by Ares Real Estate funds in an all-cash deal valued at approximately $1.7 billion, with shareholders receiving $19.00 per share. The transaction, unanimously approved by Whitestone's board, is expected to close in Q3 2026 pending shareholder approval. The deal includes a $36 million termination fee if Whitestone accepts a superior offer.

Actionable Insight

The $19.00 per share offer represents a 12.2% premium to Whitestone's closing price prior to announcement, providing immediate value to shareholders. The deal is expected to close in Q3 2026 pending shareholder approval, offering a near-term catalyst. The $36 million termination fee suggests the board is confident in the deal's completion.

Key Facts

  • All outstanding Whitestone REIT shares will be acquired for $19.00 per share in cash
  • The transaction is valued at approximately $1.7 billion
  • The deal is expected to close in the third quarter of 2026
  • Shareholder approval is required for the transaction
  • The board unanimously approved the transaction
  • If the deal fails due to a superior offer, Whitestone must pay a $36 million termination fee

Financial Impact

Approximately $1.7 billion transaction value with $19.00 per share cash consideration

market capshare priceequity structure

Risk Factors

  • Shareholder approval is required for the transaction
  • The deal could be derailed by a superior offer from another party

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-148800
Document: 0001193125-26-148800-index-headers.html0001193125-26-148800
Document: 0001193125-26-148800-index.html0001193125-26-148800
Document: 0001193125-26-148800.txt0001193125-26-148800
6 reports for WSR
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +24.74%Feb 25, 2026
Filters
Rows
Reports for WSR — sortable, filterable
Type Now
May 19, 2026
21d ago
DEFM14A
BULLISH ★ 7/10
$18.97 $19.02▲ +0.24%▼ −2.01%$19.07 (+0.53%)
Apr 9, 2026
8w ago
DEFA14A
BULLISH ★ 8/10
$18.93 $18.93· 0.00%▼ −3.19%$19.07 (+0.74%)
Apr 9, 2026
8w ago
8-K
BULLISH ★ 8/10
$18.93 $18.93· 0.00%▼ −3.19%$19.07 (+0.74%)
Apr 9, 2026
8w ago
Press Release
BULLISH ★ 8/10
$18.93 $18.93· 0.00%▼ −3.19%$19.07 (+0.74%)
Apr 8, 2026
8w ago
Press Release
NEUTRAL ★ 3/10
$18.93 $18.93· 0.00%▼ −3.19%$19.07 (+0.74%)
Feb 25, 2026
14w ago
8-K
BULLISH ★ 7/10
$15.22 $14.89▼ −2.15%▼ −1.02%$19.07 (+25.34%)
Showing 6 of 6

US Market Status

Market Closed — Opens in 7h 19m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access