Whitestone REIT (WSR) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$22,998
Total Return
129.98%
CAGR
18.13%
Dividends
$2,703.80
Yield on Cost
27.04%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.64% |
| Median | +1.58% |
| Best | +32.39% |
| Worst | -18.72% |
| % of Windows Positive | 58.6% |
1-Year (252 Trading Days)
| Average | +13.97% |
| Median | +12.73% |
| Best | +58.39% |
| Worst | -33.43% |
| % of Windows Positive | 69.5% |
3-Year (756 Trading Days)
| Average | +52.55% |
| Median | +54.32% |
| Best | +139.02% |
| Worst | +6.93% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -38.04% |
| Average Drawdown | -12.76% |
| Drawdown Duration | 454 Trading Days |
| Sortino Ratio | 1.17 |
| Calmar Ratio | 0.48 |
| CVaR (5%) | -3.42% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +37.23% (+183.32% ann.) | +$3722.98 | $102.95 | $20.59 | $0.16 |
| 2025 | +1.35% | +$134.72 | $386.85 | $77.37 | $0.62 |
| 2024 | +18.83% | +$1882.91 | $403.61 | $80.72 | $0.64 |
| 2023 | +32.65% | +$3264.69 | $507.24 | $101.46 | $0.80 |
| 2022 | -1.43% | $143.23 | $469.22 | $93.85 | $0.76 |
| 2021 | +32.06% | +$3206.36 | $549.37 | $109.87 | $0.87 |
| 2020 | -38.06% | $3806.00 | $450.15 | $90.03 | $0.72 |
| 2019 | +18.49% | +$1849.46 | $878.29 | $175.65 | $1.41 |
| 2018 | -8.52% | $852.05 | $819.00 | $163.80 | $1.31 |
| 2017 | +7.31% | +$730.66 | $818.51 | $163.70 | $1.31 |
| 2016 | +28.99% | +$2898.94 | $1066.21 | $213.24 | $1.71 |
| 2015 | -15.01% | $1500.77 | $776.54 | $155.31 | $1.25 |
| 2014 | +20.38% | +$2037.98 | $878.33 | $175.67 | $1.41 |
| 2013 | +0.56% | +$55.58 | $762.44 | $152.48 | $1.22 |
| 2012 | +26.37% | +$2637.04 | $988.79 | $197.77 | $1.58 |
| 2011 | -13.61% | $1360.87 | $794.80 | $158.97 | $1.28 |
| 2010 partial | +32.49% (+124.61% ann.) | +$3249.30 | $419.09 | $83.82 | $0.66 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | August 26, 2010 – July 25, 2012 | +36.88% | +17.83% | +$3688.00 | $2028.45 | $405.72 | $3.25 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +62.36% | +6.61% | +$6235.68 | $8100.12 | $1620.01 | $12.96 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -56.05% | -99.99% | $5604.81 | $69.75 | $13.95 | $0.11 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -2.40% | -3.83% | $239.61 | $435.70 | $87.13 | $0.70 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +38.06% | +35.80% | +$3806.20 | $612.91 | $122.57 | $0.97 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +0.66% | +0.70% | +$65.86 | $509.07 | $101.82 | $0.82 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +49.97% | +24.44% | +$4996.68 | $974.14 | $194.83 | $1.54 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +51.39% | +29.84% | +$5138.96 | $628.72 | $125.75 | $1.01 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2010-08-31 | $0.0960 | 0.83% |
| 2010-09-29 | $0.0950 | 0.79% |
| 2010-10-28 | $0.0950 | 0.72% |
| 2010-11-29 | $0.0950 | 0.67% |
| 2010-12-30 | $0.0950 | 0.64% |
| 2011-01-28 | $0.0950 | 0.64% |
| 2011-02-25 | $0.0950 | 0.67% |
| 2011-03-29 | $0.0950 | 0.66% |
| 2011-04-27 | $0.0950 | 0.66% |
| 2011-05-26 | $0.0950 | 0.74% |
| 2011-06-29 | $0.0950 | 0.75% |
| 2011-07-28 | $0.0950 | 0.74% |
| 2011-08-30 | $0.0950 | 0.81% |
| 2011-09-28 | $0.0950 | 0.83% |
| 2011-10-28 | $0.0950 | 0.79% |
| 2011-11-29 | $0.0950 | 0.79% |
| 2011-12-28 | $0.0950 | 0.78% |
| 2012-01-30 | $0.0950 | 0.74% |
| 2012-02-28 | $0.0950 | 0.73% |
| 2012-03-29 | $0.0950 | 0.69% |
| 2012-04-27 | $0.0950 | 0.69% |
| 2012-05-30 | $0.0950 | 0.71% |
| 2012-06-27 | $0.0950 | 0.71% |
| 2012-07-27 | $0.0950 | 0.69% |
| 2012-08-29 | $0.0950 | 0.73% |
| 2012-09-27 | $0.0950 | 0.72% |
| 2012-10-31 | $0.0950 | 0.71% |
| 2012-11-28 | $0.0950 | 0.70% |
| 2012-12-27 | $0.0950 | 0.68% |
| 2013-01-29 | $0.0950 | 0.66% |
| 2013-02-26 | $0.0950 | 0.64% |
| 2013-03-27 | $0.0950 | 0.63% |
| 2013-04-26 | $0.0950 | 0.57% |
| 2013-05-29 | $0.0950 | 0.55% |
| 2013-06-27 | $0.0950 | 0.61% |
| 2013-07-30 | $0.0950 | 0.57% |
| 2013-08-29 | $0.0950 | 0.65% |
| 2013-09-27 | $0.0950 | 0.64% |
| 2013-10-30 | $0.0950 | 0.67% |
| 2013-11-27 | $0.0950 | 0.71% |
| 2014-01-02 | $0.0950 | 0.71% |
| 2014-01-30 | $0.0950 | 0.70% |
| 2014-02-27 | $0.0950 | 0.67% |
| 2014-03-31 | $0.0950 | 0.65% |
| 2014-05-01 | $0.0950 | 0.68% |
| 2014-05-29 | $0.0950 | 0.66% |
| 2014-06-27 | $0.0950 | 0.64% |
| 2014-07-30 | $0.0950 | 0.62% |
| 2014-08-28 | $0.0950 | 0.62% |
| 2014-09-29 | $0.0950 | 0.67% |
| 2014-10-30 | $0.0950 | 0.64% |
| 2014-11-26 | $0.0950 | 0.63% |
| 2015-01-02 | $0.0950 | 0.63% |
| 2015-01-30 | $0.0950 | 0.59% |
| 2015-02-27 | $0.0950 | 0.60% |
| 2015-03-31 | $0.0950 | 0.59% |
| 2015-05-01 | $0.0950 | 0.65% |
| 2015-05-29 | $0.0950 | 0.67% |
| 2015-06-30 | $0.0950 | 0.72% |
| 2015-07-30 | $0.0950 | 0.74% |
| 2015-08-31 | $0.0950 | 0.82% |
| 2015-10-01 | $0.0950 | 0.82% |
| 2015-10-29 | $0.0950 | 0.75% |
| 2015-11-30 | $0.0950 | 0.77% |
| 2016-01-04 | $0.0950 | 0.79% |
| 2016-02-01 | $0.0950 | 0.86% |
| 2016-03-01 | $0.0950 | 0.85% |
| 2016-03-30 | $0.0950 | 0.75% |
| 2016-04-28 | $0.0950 | 0.72% |
| 2016-05-31 | $0.0950 | 0.69% |
| 2016-06-29 | $0.0950 | 0.63% |
| 2016-07-28 | $0.0950 | 0.60% |
| 2016-08-30 | $0.0950 | 0.65% |
| 2016-09-29 | $0.0950 | 0.67% |
| 2016-10-28 | $0.0950 | 0.73% |
| 2016-11-29 | $0.0950 | 0.68% |
| 2016-12-30 | $0.0950 | 0.66% |
| 2017-02-01 | $0.0950 | 0.68% |
| 2017-03-01 | $0.0950 | 0.67% |
| 2017-04-03 | $0.0950 | 0.69% |
| 2017-05-01 | $0.0950 | 0.76% |
| 2017-06-01 | $0.0950 | 0.82% |
| 2017-06-30 | $0.0950 | 0.76% |
| 2017-08-01 | $0.0950 | 0.73% |
| 2017-08-31 | $0.0950 | 0.76% |
| 2017-10-03 | $0.0950 | 0.72% |
| 2017-11-02 | $0.0950 | 0.70% |
| 2017-12-04 | $0.0950 | 0.64% |
| 2017-12-29 | $0.0950 | 0.65% |
| 2018-02-02 | $0.0950 | 0.74% |
| 2018-03-01 | $0.0950 | 0.77% |
| 2018-04-02 | $0.0950 | 0.91% |
| 2018-05-01 | $0.0950 | 0.88% |
| 2018-06-01 | $0.0950 | 0.78% |
| 2018-07-02 | $0.0950 | 0.76% |
| 2018-08-01 | $0.0950 | 0.73% |
| 2018-08-31 | $0.0950 | 0.69% |
| 2018-10-01 | $0.0950 | 0.68% |
| 2018-11-01 | $0.0950 | 0.71% |
| 2018-12-03 | $0.0950 | 0.67% |
| 2018-12-31 | $0.0950 | 0.76% |
| 2019-02-01 | $0.0950 | 0.67% |
| 2019-03-01 | $0.0950 | 0.73% |
| 2019-04-03 | $0.0950 | 0.78% |
| 2019-05-01 | $0.0950 | 0.74% |
| 2019-06-03 | $0.0950 | 0.75% |
| 2019-07-01 | $0.0950 | 0.75% |
| 2019-08-01 | $0.0950 | 0.75% |
| 2019-08-30 | $0.0950 | 0.76% |
| 2019-10-01 | $0.0950 | 0.69% |
| 2019-11-01 | $0.0950 | 0.67% |
| 2019-12-02 | $0.0950 | 0.68% |
| 2020-01-02 | $0.0950 | 0.70% |
| 2020-02-03 | $0.0950 | 0.73% |
| 2020-03-02 | $0.0950 | 0.77% |
| 2020-04-06 | $0.0350 | 0.66% |
| 2020-05-01 | $0.0350 | 0.52% |
| 2020-06-01 | $0.0350 | 0.57% |
| 2020-07-01 | $0.0350 | 0.48% |
| 2020-08-03 | $0.0350 | 0.53% |
| 2020-08-31 | $0.0350 | 0.53% |
| 2020-10-05 | $0.0350 | 0.55% |
| 2020-11-02 | $0.0350 | 0.59% |
| 2020-12-01 | $0.0350 | 0.47% |
| 2021-01-04 | $0.0350 | 0.44% |
| 2021-02-01 | $0.0350 | 0.45% |
| 2021-03-01 | $0.0360 | 0.39% |
| 2021-04-01 | $0.0360 | 0.37% |
| 2021-05-03 | $0.0360 | 0.37% |
| 2021-06-01 | $0.0360 | 0.43% |
| 2021-07-01 | $0.0360 | 0.44% |
| 2021-08-02 | $0.0360 | 0.41% |
| 2021-09-01 | $0.0360 | 0.37% |
| 2021-10-01 | $0.0360 | 0.37% |
| 2021-11-01 | $0.0360 | 0.39% |
| 2021-12-01 | $0.0360 | 0.39% |
| 2022-01-03 | $0.0360 | 0.36% |
| 2022-02-01 | $0.0360 | 0.35% |
| 2022-03-01 | $0.0360 | 0.31% |
| 2022-04-01 | $0.0400 | 0.30% |
| 2022-05-02 | $0.0400 | 0.33% |
| 2022-06-01 | $0.0400 | 0.33% |
| 2022-07-01 | $0.0400 | 0.37% |
| 2022-08-01 | $0.0400 | 0.36% |
| 2022-09-02 | $0.0400 | 0.40% |
| 2022-10-03 | $0.0400 | 0.47% |
| 2022-11-01 | $0.0400 | 0.43% |
| 2022-12-01 | $0.0400 | 0.41% |
| 2023-01-03 | $0.0400 | 0.41% |
| 2023-02-01 | $0.0400 | 0.38% |
| 2023-03-01 | $0.0400 | 0.42% |
| 2023-04-03 | $0.0400 | 0.43% |
| 2023-05-01 | $0.0400 | 0.45% |
| 2023-06-01 | $0.0400 | 0.46% |
| 2023-07-03 | $0.0400 | 0.41% |
| 2023-08-01 | $0.0400 | 0.39% |
| 2023-09-01 | $0.0400 | 0.40% |
| 2023-10-02 | $0.0400 | 0.42% |
| 2023-11-01 | $0.0400 | 0.40% |
| 2023-12-01 | $0.0400 | 0.36% |
| 2024-01-03 | $0.0400 | 0.33% |
| 2024-02-01 | $0.0400 | 0.31% |
| 2024-03-01 | $0.0400 | 0.32% |
| 2024-04-01 | $0.0410 | 0.33% |
| 2024-05-01 | $0.0410 | 0.36% |
| 2024-06-04 | $0.0410 | 0.31% |
| 2024-07-05 | $0.0410 | 0.31% |
| 2024-08-02 | $0.0410 | 0.30% |
| 2024-09-04 | $0.0410 | 0.31% |
| 2024-10-02 | $0.0410 | 0.30% |
| 2024-11-04 | $0.0410 | 0.30% |
| 2024-12-03 | $0.0410 | 0.28% |
| 2025-01-02 | $0.0450 | 0.32% |
| 2025-02-03 | $0.0450 | 0.34% |
| 2025-03-03 | $0.0450 | 0.33% |
| 2025-04-01 | $0.0450 | 0.31% |
| 2025-05-01 | $0.0450 | 0.35% |
| 2025-06-02 | $0.0450 | 0.37% |
| 2025-07-01 | $0.0450 | 0.36% |
| 2025-08-01 | $0.0450 | 0.37% |
| 2025-09-02 | $0.0450 | 0.34% |
| 2025-10-01 | $0.0450 | 0.37% |
| 2025-11-03 | $0.0450 | 0.36% |
| 2025-12-01 | $0.0450 | 0.34% |
| 2026-03-16 | $0.1430 | 0.88% |
| Total | 185 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-03 | $36.89 | $7.38 | $0.06 | 2.9567 |
| 2021-06-01 | $36.99 | $7.40 | $0.06 | 3.5583 |
| 2021-07-01 | $37.12 | $7.42 | $0.06 | 3.6010 |
| 2021-08-02 | $37.25 | $7.45 | $0.06 | 3.4223 |
| 2021-09-01 | $37.37 | $7.48 | $0.06 | 3.0170 |
| 2021-10-01 | $37.48 | $7.49 | $0.06 | 2.9925 |
| 2021-11-01 | $37.59 | $7.52 | $0.06 | 3.2029 |
| 2021-12-01 | $37.70 | $7.54 | $0.06 | 3.3226 |
| 2022-01-03 | $37.82 | $7.56 | $0.06 | 2.9752 |
| 2022-02-01 | $37.93 | $7.59 | $0.06 | 3.0074 |
| 2022-03-01 | $38.04 | $7.61 | $0.06 | 2.5521 |
| 2022-04-01 | $42.37 | $8.47 | $0.07 | 2.5724 |
| 2022-05-02 | $42.47 | $8.50 | $0.07 | 2.8447 |
| 2022-06-01 | $42.59 | $8.52 | $0.07 | 2.7846 |
| 2022-07-01 | $42.70 | $8.54 | $0.07 | 3.1476 |
| 2022-08-01 | $42.82 | $8.57 | $0.07 | 3.0635 |
| 2022-09-02 | $42.95 | $8.59 | $0.07 | 3.4598 |
| 2022-10-03 | $43.08 | $8.62 | $0.07 | 3.9356 |
| 2022-11-01 | $43.24 | $8.65 | $0.07 | 3.6884 |
| 2022-12-01 | $43.39 | $8.68 | $0.07 | 3.5602 |
| 2023-01-03 | $43.53 | $8.71 | $0.07 | 3.5978 |
| 2023-02-01 | $43.68 | $8.74 | $0.07 | 3.3528 |
| 2023-03-01 | $43.81 | $8.76 | $0.07 | 3.7328 |
| 2023-04-03 | $43.96 | $8.79 | $0.07 | 3.9039 |
| 2023-05-01 | $44.11 | $8.82 | $0.07 | 4.0206 |
| 2023-06-01 | $44.28 | $8.86 | $0.07 | 4.0399 |
| 2023-07-03 | $44.44 | $8.89 | $0.07 | 3.6276 |
| 2023-08-01 | $44.58 | $8.92 | $0.07 | 3.4862 |
| 2023-09-01 | $44.72 | $8.94 | $0.07 | 3.5884 |
| 2023-10-02 | $44.86 | $8.97 | $0.07 | 3.8310 |
| 2023-11-01 | $45.02 | $9.00 | $0.07 | 3.6195 |
| 2023-12-01 | $45.16 | $9.03 | $0.07 | 3.2223 |
| 2024-01-03 | $45.29 | $9.06 | $0.07 | 3.0260 |
| 2024-02-01 | $45.41 | $9.08 | $0.07 | 2.7719 |
| 2024-03-01 | $45.52 | $9.10 | $0.07 | 2.9743 |
| 2024-04-01 | $46.78 | $9.36 | $0.08 | 3.0566 |
| 2024-05-01 | $46.91 | $9.38 | $0.08 | 3.2286 |
| 2024-06-04 | $47.04 | $9.41 | $0.08 | 2.8409 |
| 2024-07-05 | $47.15 | $9.43 | $0.08 | 2.8480 |
| 2024-08-02 | $47.28 | $9.46 | $0.08 | 2.8167 |
| 2024-09-04 | $47.39 | $9.48 | $0.08 | 2.9082 |
| 2024-10-02 | $47.51 | $9.50 | $0.08 | 2.8477 |
| 2024-11-04 | $47.63 | $9.53 | $0.08 | 2.7238 |
| 2024-12-03 | $47.74 | $9.55 | $0.08 | 2.6449 |
| 2025-01-02 | $52.52 | $10.50 | $0.08 | 2.9884 |
| 2025-02-03 | $52.65 | $10.53 | $0.08 | 3.1652 |
| 2025-03-03 | $52.79 | $10.56 | $0.08 | 3.1037 |
| 2025-04-01 | $52.93 | $10.59 | $0.09 | 2.8905 |
| 2025-05-01 | $53.06 | $10.61 | $0.09 | 3.3782 |
| 2025-06-02 | $53.21 | $10.64 | $0.09 | 3.4317 |
| 2025-07-01 | $53.37 | $10.68 | $0.09 | 3.3978 |
| 2025-08-01 | $53.52 | $10.70 | $0.09 | 3.6212 |
| 2025-09-02 | $53.68 | $10.73 | $0.09 | 3.3251 |
| 2025-10-01 | $53.83 | $10.77 | $0.09 | 3.5287 |
| 2025-11-03 | $53.99 | $10.80 | $0.09 | 3.4320 |
| 2025-12-01 | $54.15 | $10.83 | $0.09 | 3.3000 |
| 2026-03-16 | $172.53 | $34.51 | $0.27 | 8.3637 |
| Total | $2703.80 | $540.77 | $4.31 | 190.3014 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.