Whitestone REIT Strategic Asset Allocation Index
Whitestone REIT strategic asset allocation index. Whitestone REIT (WSR) has a Strategic Asset Allocation Index of 237.1% as of December 2025. Strategic assets (PP&E of $1.10 Billion plus long-term investments of $-) total $1.10 Billion, measured against net assets of $463.86 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WSR equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Whitestone REIT (2006–2025)
Strategic asset allocation index of Whitestone REIT from 2006 to 2025. This chart shows how Whitestone REIT's Strategic Asset Allocation Index has evolved across 17 annual periods from 2006 to 2025. As of December 2025, the index stands at 237.1%, representing strategic assets of $1.10 Billion against net assets of $463.86 Million USD. Check WSR tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Whitestone REIT Strategic Asset Allocation Index by Year (2006–2025)
Whitestone REIT strategic asset allocation index by year from 2006 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Whitestone REIT from 2006 to 2025, covering 17 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see how much is Whitestone REIT worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 237.1% | $1.10 Billion | $1.10 Billion | $- | $463.86 Million | ▲ +9.1 pp |
| 2024 | 228.1% | $1.01 Billion | $1.01 Billion | $0.00 | $443.83 Million | ▼ -18.3 pp |
| 2023 | 246.4% | $1.03 Billion | $1.00 Billion | $31.67 Million | $419.62 Million | ▲ +2.3 pp |
| 2022 | 244.1% | $1.04 Billion | $1.00 Billion | $34.83 Million | $424.45 Million | ▼ -16.8 pp |
| 2021 | 261.0% | $1.04 Billion | $1.01 Billion | $34.59 Million | $399.04 Million | ▼ -27.7 pp |
| 2020 | 288.7% | $976.69 Million | $942.71 Million | $33.98 Million | $338.33 Million | ▲ +6.2 pp |
| 2019 | 282.5% | $997.45 Million | $963.35 Million | $34.10 Million | $353.10 Million | ▲ +13.7 pp |
| 2018 | 268.7% | $965.17 Million | $938.94 Million | $26.24 Million | $359.15 Million | ▼ -16.6 pp |
| 2017 | 285.4% | $1.02 Billion | $1.02 Billion | $4.13 Million | $358.32 Million | ▼ -18.6 pp |
| 2016 | 304.0% | $813.57 Million | $813.05 Million | $517.00K | $267.64 Million | ▲ +1.8 pp |
| 2015 | 302.2% | $746.39 Million | $745.96 Million | $435.00K | $246.99 Million | ▲ +19.5 pp |
| 2014 | 282.7% | $603.04 Million | $602.07 Million | $973.00K | $213.32 Million | ▲ +282.7 pp |
| 2013 | 0.0% | $0.00 | $0.00 | $- | $220.91 Million | ▲ +0.0 pp |
| 2012 | 0.0% | $0.00 | $0.00 | $- | $172.89 Million | ▼ -188.9 pp |
| 2011 | 188.9% | $246.89 Million | $246.89 Million | $- | $130.71 Million | ▲ +188.9 pp |
| 2007 | 0.0% | $0.00 | $0.00 | $0.00 | $80.88 Million | ▲ +0.0 pp |
| 2006 | 0.0% | $0.00 | $0.00 | $0.00 | $90.62 Million | — |