Screened 2026-05-26 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
Whitestone REIT holds its Accumulation at $19.06. Consolidating, no directional conviction, held for 32 days.
As held on the ledger · 2026-05-26
Phase
Accumulation
Quantitative state
Consolidating, no directional conviction, held for 32 days
Price at the screen
$19.06
Valuation
19.78 trailing · 42.39 forward price to earnings
Values screen
FAIL
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
66.43%
Below 33%
Interest-bearing debt is 66.4% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.90%
Below 33%
Cash held in interest-bearing accounts and securities is 0.9% of assets, under the one-third limit.
Pass
Receivables
0.00%
Below 49%
Money owed to the company is 0.0% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-05-26 screen. The gold marker is the market price at the same screen. The price runs 50.0% above the base estimate.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-05-26 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
WSR trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-18Accumulation$19.06+0.0%Entry 4
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 31% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 56%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (7 analysts) rates it none, with a mean price target of $19.
2026-07-18Accumulation$19.06+0.0%Entry 3
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 31% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 56%. Our forward projection puts the odds of a 10% gain over the next month near 19%. The street (7 analysts) rates it none, with a mean price target of $19.
2026-07-03Accumulation$19.06+0.0%Entry 2
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Accumulation$19.06Entry 1
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
What Holding Actually Paid · Price Plus Dividends
If $1,000 had been placed · historical, not a promise
Period
Price then
Price return
Divs per share
$1,000 became
Total return
1 month
$18.98
+0.4%
·
$1,004
+0.4%
2 months
$18.90
+0.8%
·
$1,008
+0.8%
3 months
$16.11
+18.3%
$0.14
$1,192
+19.2%
6 months
$13.35
+42.7%
$0.14
$1,438
+43.8%
1 year
$12.19
+56.3%
$0.41
$1,597
+59.7%
2 years
$12.19
+56.3%
$0.93
$1,639
+63.9%
3 years
$8.59
+121.7%
$1.41
$2,381
+138.1%
5 years
$7.06
+169.8%
$2.34
$3,029
+202.9%
Historical returns from market close data. Past performance does not guarantee future results.
The Ledger's Promise
This entry now belongs to the ledger. Whatever WSR does next, these words stay.
Whitestone REIT · WSR · Accumulation · $19.06
Recorded 2026-05-26 · before the outcome · scored mechanically