Whitestone REIT (WSR) Return on Invested Capital (2023 - 2026)
Whitestone REIT's (WSR) quarterly Return on Invested Capital came in at 0.28% in Q1 2026, up 7.0% YoY from 0.26% in Q1 2025, and up 2.21% on a QoQ basis from 0.28% in Q4 2025.
Whitestone REIT (WSR) Return on Invested Capital (2023 - 2026) Analysis & Trends
Whitestone REIT (WSR) has 4 years of Return on Invested Capital data on file, last reported at 0.28% in Q1 2026.
- Quarterly Return on Invested Capital rose 7.0% year-over-year to 0.28% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.28% (up 7.0% YoY) and the FY2025 annual result came in at 1.1%, up 16.0% from the prior year.
- Return on Invested Capital climbed to 0.28% in Q1 2026, from 0.28% in the prior quarter.
- In the past five years, Return on Invested Capital ranged from a high of 0.56% in Q1 2023 to a low of 0.18% in Q2 2024.
- A 4-year average of 0.27% and a median of 0.23% in 2024 frame the typical range for Return on Invested Capital.
- Annual changes were most pronounced in 2024 — Return on Invested Capital slumped 34 bps — and 2026, when it increased 7 bps.
- Tracing WSR's Return on Invested Capital over 4 years: stood at 0.19% in 2023, then grew by 21 bps to 0.23% in 2024, then climbed by 18 bps to 0.28% in 2025, then increased by 2 bps to 0.28% in 2026.
- The last three Return on Invested Capital figures came in at 0.28% (Q1 2026), 0.28% (Q4 2025), and 0.25% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Simon Property | 71.16 Bn | 71.16 Bn | 1.76 Bn | 0.00% |
| 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 | - |
| 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 | - |
| 9 | Essential Properties Realty Trust | 6.67 Bn | 6.67 Bn | - | - |
| 10 | Whitestone REIT | 975.97 Mn | 981.82 Mn | - | 0.28% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.28% |
| Dec 31, 2025 | 0.28% |
| Sep 30, 2025 | 0.25% |
| Jun 30, 2025 | 0.21% |
| Mar 31, 2025 | 0.21% |
| Dec 31, 2024 | 0.23% |
| Sep 30, 2024 | 0.19% |
| Jun 30, 2024 | 0.18% |
| Mar 31, 2024 | 0.21% |
| Dec 31, 2023 | 0.19% |
| Sep 30, 2023 | 0.28% |
| Jun 30, 2023 | 0.39% |
| Mar 31, 2023 | 0.56% |