{"filing":{"accession_number":"0001193125-26-303327","cik":"0001175535","ticker":"WSR","company_name":"Whitestone REIT","form":"8-K","filing_date":"2026-07-14","report_date":null,"primary_document":"d116879d8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/d116879d8k.htm"},"events":[{"id":17911,"run_id":16070,"accession_number":"0001193125-26-303327","anchor_item_number":"2.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"summary":"Ares Real Estate funds completed an all-cash acquisition of Whitestone REIT for $19.00 per share, valued at approximately $1.7 billion, resulting in a change of control and the company's delisting from NYSE. The transaction included the merger of Whitestone with Merger Sub and the merger of Whitestone's operating partnership with Merger OP, with Whitestone ceasing to exist as a publicly traded entity.","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14","form":"8-K","submitted_at":null,"items":[{"id":16558,"accession_number":"0001193125-26-303327","item_number":"1.02","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The Item 1.02 disclosure describes termination of material debt agreements \"concurrently with the closing of the Mergers.\" The supplemental exhibit confirms completion of Ares' acquisition of Whitestone REIT for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion, resulting in delisting from public markets. This is a material acquisition/change of control event, with the debt terminations being ancillary consequences of the merger closing.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"","ticker":null,"filing_date":""},{"id":16559,"accession_number":"0001193125-26-303327","item_number":"2.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.99,"reasoning":"The filing discloses the completion of a merger transaction in which Ares Real Estate funds acquired all outstanding Whitestone REIT common shares and operating partnership units for $19.00 per share/unit in an all-cash transaction valued at approximately $1.7 billion. The Company Merger and Partnership Merger were completed, with Whitestone ceasing to be a publicly traded entity. This is a material acquisition/change of control event properly disclosed under Item 2.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"","ticker":null,"filing_date":""},{"id":16561,"accession_number":"0001193125-26-303327","item_number":"3.03","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The filing discloses completion of an acquisition of Whitestone REIT by Ares Real Estate funds for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion. The Item 3.03 incorporates by reference Item 2.01 (Completion of Acquisition or Disposition), and the press release confirms the transaction is complete, resulting in Whitestone's delisting from public securities exchanges. This is a material change of control event affecting all security holders.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"","ticker":null,"filing_date":""},{"id":16562,"accession_number":"0001193125-26-303327","item_number":"5.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses the completion of an acquisition of Whitestone REIT by Ares Real Estate funds for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion. The Item 5.01 explicitly states \"a change of control of the Company occurred, and the Company merged with and into Merger Sub,\" and the exhibit confirms \"Ares Completes Acquisition of Whitestone REIT.\" This is a material M\u0026A completion event that results in Whitestone ceasing to exist as a public company and being delisted.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"","ticker":null,"filing_date":""},{"id":16564,"accession_number":"0001193125-26-303327","item_number":"5.03","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The Item 5.03 disclosure describes the completion of a merger in which Ares Real Estate funds acquired all outstanding Whitestone REIT common shares and operating partnership units for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion. The filing explicitly references the Merger Agreement and states that by operation of law, the certificate and limited partnership agreement of Merger Sub became those of the Surviving Company, and Merger OP's documents became those of the Surviving Partnership. This constitutes completion of a material acquisition and change of control, with Whitestone ceasing to be publicly traded. The supplemental exhibit confirms the transaction's completion and material scale ($1.7 billion).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"","ticker":null,"filing_date":""},{"id":16565,"accession_number":"0001193125-26-303327","item_number":"8.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses the completion of Ares Management's acquisition of all outstanding Whitestone REIT common shares and operating partnership units for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion. This is a material change of control event resulting in Whitestone's delisting from public securities exchanges, clearly falling under Item 1.01 (Material Agreements) or Item 2.01 (Completion of Acquisition or Disposition) substance, disclosed here under Item 8.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":17912,"run_id":16070,"accession_number":"0001193125-26-303327","anchor_item_number":"3.01","event_type":"delisting_risk","event_domain":"terminal","is_material":true,"confidence":0.95,"summary":"Whitestone REIT notified NYSE on July 14, 2026 of the completion of its acquisition by Ares Real Estate funds and requested cessation of trading and delisting via Form 25. Trading was suspended on July 14, 2026, and the company intends to file Form 15 to deregister under Section 12(g).","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14","form":"8-K","submitted_at":null,"items":[{"id":16560,"accession_number":"0001193125-26-303327","item_number":"3.01","item_title":null,"event_type":"delisting_risk","event_domain":"terminal","is_material":true,"confidence":0.95,"reasoning":"The filing discloses that Whitestone REIT notified NYSE on July 14, 2026 of the completion of a merger acquisition by Ares Real Estate funds and requested cessation of trading, suspension of listing, and delisting of the Company Common Shares from NYSE via Form 25. Trading was suspended on July 14, 2026, and the company intends to file Form 15 to deregister under Section 12(g). This is a material delisting event triggered by the completion of an acquisition that takes the company private.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":17913,"run_id":16070,"accession_number":"0001193125-26-303327","anchor_item_number":"5.02","event_type":"exec_departure","event_domain":"governance","is_material":true,"confidence":0.85,"summary":"Six board members and officers departed from Whitestone REIT effective as of the Company Merger Effective Time, as a direct consequence of the completion of Ares' acquisition of the company.","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14","form":"8-K","submitted_at":null,"items":[{"id":16563,"accession_number":"0001193125-26-303327","item_number":"5.02","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"While Item 5.02 discloses the departure of six board members and officers, the core material event is the completion of Ares Management's acquisition of Whitestone REIT for $19.00 per share (~$1.7 billion) in an all-cash transaction. The board departures are a direct consequence of the merger's completion (\"as of the Company Merger Effective Time\"), and the press release confirms the acquisition is now complete. This is a change of control and material acquisition event (Item 2.01 is incorporated by reference), making ma_activity the primary classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":16558,"accession_number":"0001193125-26-303327","item_number":"1.02","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The Item 1.02 disclosure describes termination of material debt agreements \"concurrently with the closing of the Mergers.\" The supplemental exhibit confirms completion of Ares' acquisition of Whitestone REIT for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion, resulting in delisting from public markets. This is a material acquisition/change of control event, with the debt terminations being ancillary consequences of the merger closing.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14"},{"id":16559,"accession_number":"0001193125-26-303327","item_number":"2.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.99,"reasoning":"The filing discloses the completion of a merger transaction in which Ares Real Estate funds acquired all outstanding Whitestone REIT common shares and operating partnership units for $19.00 per share/unit in an all-cash transaction valued at approximately $1.7 billion. The Company Merger and Partnership Merger were completed, with Whitestone ceasing to be a publicly traded entity. This is a material acquisition/change of control event properly disclosed under Item 2.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14"},{"id":16560,"accession_number":"0001193125-26-303327","item_number":"3.01","item_title":null,"event_type":"delisting_risk","event_domain":"terminal","is_material":true,"confidence":0.95,"reasoning":"The filing discloses that Whitestone REIT notified NYSE on July 14, 2026 of the completion of a merger acquisition by Ares Real Estate funds and requested cessation of trading, suspension of listing, and delisting of the Company Common Shares from NYSE via Form 25. Trading was suspended on July 14, 2026, and the company intends to file Form 15 to deregister under Section 12(g). This is a material delisting event triggered by the completion of an acquisition that takes the company private.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14"},{"id":16561,"accession_number":"0001193125-26-303327","item_number":"3.03","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The filing discloses completion of an acquisition of Whitestone REIT by Ares Real Estate funds for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion. The Item 3.03 incorporates by reference Item 2.01 (Completion of Acquisition or Disposition), and the press release confirms the transaction is complete, resulting in Whitestone's delisting from public securities exchanges. This is a material change of control event affecting all security holders.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14"},{"id":16562,"accession_number":"0001193125-26-303327","item_number":"5.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses the completion of an acquisition of Whitestone REIT by Ares Real Estate funds for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion. The Item 5.01 explicitly states \"a change of control of the Company occurred, and the Company merged with and into Merger Sub,\" and the exhibit confirms \"Ares Completes Acquisition of Whitestone REIT.\" This is a material M\u0026A completion event that results in Whitestone ceasing to exist as a public company and being delisted.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14"},{"id":16563,"accession_number":"0001193125-26-303327","item_number":"5.02","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"While Item 5.02 discloses the departure of six board members and officers, the core material event is the completion of Ares Management's acquisition of Whitestone REIT for $19.00 per share (~$1.7 billion) in an all-cash transaction. The board departures are a direct consequence of the merger's completion (\"as of the Company Merger Effective Time\"), and the press release confirms the acquisition is now complete. This is a change of control and material acquisition event (Item 2.01 is incorporated by reference), making ma_activity the primary classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14"},{"id":16564,"accession_number":"0001193125-26-303327","item_number":"5.03","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The Item 5.03 disclosure describes the completion of a merger in which Ares Real Estate funds acquired all outstanding Whitestone REIT common shares and operating partnership units for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion. The filing explicitly references the Merger Agreement and states that by operation of law, the certificate and limited partnership agreement of Merger Sub became those of the Surviving Company, and Merger OP's documents became those of the Surviving Partnership. This constitutes completion of a material acquisition and change of control, with Whitestone ceasing to be publicly traded. The supplemental exhibit confirms the transaction's completion and material scale ($1.7 billion).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14"},{"id":16565,"accession_number":"0001193125-26-303327","item_number":"8.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses the completion of Ares Management's acquisition of all outstanding Whitestone REIT common shares and operating partnership units for $19.00 per share in an all-cash transaction valued at approximately $1.7 billion. This is a material change of control event resulting in Whitestone's delisting from public securities exchanges, clearly falling under Item 1.01 (Material Agreements) or Item 2.01 (Completion of Acquisition or Disposition) substance, disclosed here under Item 8.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-14T20:54:52.348253+00:00","company_name":"Whitestone REIT","ticker":"WSR","filing_date":"2026-07-14"}]}