Whitestone REIT (WSR) Invested Capital (2022 - 2026)
Whitestone REIT's (WSR) quarterly Invested Capital came in at $732000.0 in Q1 2026, down 5.18% YoY from $772000.0 in Q1 2025, and down 1.21% on a QoQ basis from $741000.0 in Q4 2025.
Whitestone REIT (WSR) Invested Capital (2022 - 2026) Analysis & Trends
Whitestone REIT (WSR) has 5 years of Invested Capital data on file, last reported at $732000.0 in Q1 2026.
- Quarterly Invested Capital fell 5.18% year-over-year to $732000.0 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.0 million (down 4.94% YoY) and the FY2025 annual result came in at $741000.0, down 5.12% from the prior year.
- Invested Capital fell to $732000.0 in Q1 2026, from $741000.0 in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $797000.0 in Q2 2024 to a low of $716000.0 in Q1 2024.
- A 5-year average of $748714.3 and a median of $738000.0 in 2022 frame the typical range for Invested Capital.
- Annual changes were most pronounced in 2024 — Invested Capital advanced 9.33% — and 2026, when it fell 5.18%.
- Tracing WSR's Invested Capital over 5 years: stood at $735000.0 in 2022, then declined by 1.9% to $721000.0 in 2023, then advanced by 8.32% to $781000.0 in 2024, then slipped by 5.12% to $741000.0 in 2025, then dropped by 1.21% to $732000.0 in 2026.
- The last three Invested Capital figures came in at $732000.0 (Q1 2026), $741000.0 (Q4 2025), and $751000.0 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Simon Property | 71.16 Bn | 71.16 Bn | 1.76 Bn | 28.60 Bn |
| 2 | Realty Income | 58.31 Bn | 58.31 Bn | - | - |
| 3 | Kimco Realty | 16.12 Bn | 16.12 Bn | 455.67 Mn | - |
| 4 | Regency Centers | 14.21 Bn | 14.21 Bn | - | - |
| 5 | Federal Realty Investment Trust | 10.05 Bn | 10.05 Bn | 271.22 Mn | 12.97 Mn |
| 6 | Agree Realty | 8.86 Bn | 8.85 Bn | - | - |
| 7 | Nnn Reit | 8.65 Bn | 8.65 Bn | - | 28.50 Mn |
| 8 | Macerich | 6.68 Bn | 6.68 Bn | 171.77 Mn | - |
| 9 | Essential Properties Realty Trust | 6.67 Bn | 6.67 Bn | - | - |
| 10 | Whitestone REIT | 975.97 Mn | 981.82 Mn | - | 732,000.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 732,000.00 |
| Dec 31, 2025 | 741,000.00 |
| Sep 30, 2025 | 751,000.00 |
| Jun 30, 2025 | 760,000.00 |
| Mar 31, 2025 | 772,000.00 |
| Dec 31, 2024 | 781,000.00 |
| Sep 30, 2024 | 789,000.00 |
| Jun 30, 2024 | 797,000.00 |
| Mar 31, 2024 | 716,000.00 |
| Dec 31, 2023 | 721,000.00 |
| Sep 30, 2023 | 725,000.00 |
| Jun 30, 2023 | 729,000.00 |
| Mar 31, 2023 | 733,000.00 |
| Dec 31, 2022 | 735,000.00 |