Whitestone REIT (WSR) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Whitestone REIT Strategic Asset Allocation Index (2006–2025)
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. Explore Whitestone REIT (WSR) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Whitestone REIT (2006–2025)
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 the full company profile including market capitalisation, see Whitestone REIT market cap and net 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 | — |