Whitestone REIT (WSR) Long-Term Investments (2017 - 2023)
Whitestone REIT's (WSR) quarterly Long-Term Investments came in at $31.7 million in Q4 2023, down 9.06% YoY from $34.8 million in Q4 2022, and down 4.61% on a QoQ basis from $33.2 million in Q3 2023.
Whitestone REIT (WSR) Long-Term Investments (2017 - 2023) Analysis & Trends
Whitestone REIT (WSR) has 7 years of Long-Term Investments data on file, last reported at $31.7 million in Q4 2023.
- Quarterly Long-Term Investments fell 9.06% year-over-year to $31.7 million in Q4 2023, while the trailing twelve-month figure through Dec 2023 was $31.7 million (down 9.06% YoY) and the FY2023 annual result came in at $31.7 million, down 9.06% from the prior year.
- Long-Term Investments retreated to $31.7 million in Q4 2023, from $33.2 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $34.9 million in Q3 2022 to a low of $26.0 million in Q2 2019.
- A 5-year average of $33.0 million and a median of $34.3 million in 2020 frame the typical range for Long-Term Investments.
- Annual changes were most pronounced in 2019 — Long-Term Investments soared 35.44% — and 2023, when it fell 9.06%.
- Tracing WSR's Long-Term Investments over 5 years: 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 | 71.16 Bn | 71.16 Bn | 1.76 Bn | 4.36 Bn |
| 2 | Realty Income | 58.31 Bn | 58.31 Bn | - | - |
| 3 | Kimco Realty | 16.12 Bn | 16.12 Bn | 455.67 Mn | 23.00 Mn |
| 4 | Regency Centers | 14.21 Bn | 14.21 Bn | - | 51.53 Mn |
| 5 | Federal Realty Investment Trust | 10.05 Bn | 10.05 Bn | 271.22 Mn | 30.57 Mn |
| 6 | Agree Realty | 8.86 Bn | 8.85 Bn | - | - |
| 7 | Nnn Reit | 8.65 Bn | 8.65 Bn | - | - |
| 8 | Macerich | 6.68 Bn | 6.68 Bn | 171.77 Mn | 703.86 Mn |
| 9 | Essential Properties Realty Trust | 6.67 Bn | 6.67 Bn | - | - |
| 10 | Whitestone REIT | 975.97 Mn | 981.82 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 |