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
DateValue
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