Whitestone REIT (WSR) Long-Term Investments (2017 - 2023)
Whitestone REIT (WSR) reported Long-Term Investments of $31.7 million for Q4 2023, down 9.06% on a YoY basis from $34.8 million in Q4 2022, and down 4.61% quarter-over-quarter from $33.2 million in Q3 2023.
Whitestone REIT (WSR) Long-Term Investments (2017 - 2023) Analysis & Trends
Whitestone REIT has reported Long-Term Investments for 7 years, with the latest figure at $31.7 million in Q4 2023.
- For the quarter ending Q4 2023, Long-Term Investments fell 9.06% year-over-year to $31.7 million; the trailing twelve-month figure through Dec 2023 stood at $31.7 million (down 9.06% YoY), and the FY2023 full-year result was $31.7 million, down 9.06% from the prior year.
- Long-Term Investments for Q4 2023 stood at $31.7 million, down from $33.2 million in the prior quarter.
- The five-year high for Long-Term Investments was $34.9 million in Q3 2022, with the low at $26.0 million in Q2 2019.
- Historically, Long-Term Investments has averaged $33.0 million across 5 years, with a median of $34.3 million in 2020.
- Annual changes were most pronounced in 2019 — Long-Term Investments soared 35.44% — and 2023, when it fell 9.06%.
- Whitestone REIT's Long-Term Investments stood at $34.1 million in 2019, then slipped by 0.35% to $34.0 million in 2020, then rose by 1.79% to $34.6 million in 2021, then advanced by 0.69% to $34.8 million in 2022, then declined by 9.06% to $31.7 million in 2023.
- The last three Long-Term Investments figures came in at $31.7 million (Q4 2023), $33.2 million (Q3 2023), and $33.6 million (Q2 2023), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Simon Property | 70.96 Bn | 71.34 Bn | 1.76 Bn | 216.80 Mn |
| 2 | Realty Income | 55.47 Bn | 56.16 Bn | - | - |
| 3 | Kimco Realty | 17.44 Bn | 17.46 Bn | 447.43 Mn | 99.94 Mn |
| 4 | Regency Centers | 14.99 Bn | 15.11 Bn | - | 48.40 Mn |
| 5 | Federal Realty Investment Trust | 10.80 Bn | 10.87 Bn | 265.49 Mn | 31.88 Mn |
| 6 | Agree Realty | 9.07 Bn | 9.05 Bn | - | - |
| 7 | Nnn Reit | 8.80 Bn | 8.80 Bn | - | - |
| 8 | Macerich | 6.54 Bn | 6.34 Bn | 158.29 Mn | 699.63 Mn |
| 9 | Essential Properties Realty Trust | 6.48 Bn | 6.49 Bn | - | - |
| 10 | Whitestone REIT | 980.23 Mn | 986.08 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2023 | 31.67 Mn |
| Sep 30, 2023 | 33.20 Mn |
| Jun 30, 2023 | 33.57 Mn |
| Mar 31, 2023 | 34.61 Mn |
| Dec 31, 2022 | 34.83 Mn |
| Sep 30, 2022 | 34.89 Mn |
| Jun 30, 2022 | 34.83 Mn |
| Mar 31, 2022 | 34.87 Mn |
| Dec 31, 2021 | 34.59 Mn |
| Sep 30, 2021 | 34.41 Mn |
| Jun 30, 2021 | 34.26 Mn |
| Mar 31, 2021 | 34.07 Mn |
| Dec 31, 2020 | 33.98 Mn |
| Sep 30, 2020 | 34.85 Mn |
| Jun 30, 2020 | 34.65 Mn |
| Mar 31, 2020 | 34.29 Mn |
| Dec 31, 2019 | 34.10 Mn |
| Sep 30, 2019 | 26.42 Mn |
| Jun 30, 2019 | 26.01 Mn |
| Mar 31, 2019 | 26.14 Mn |