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Compiled from SEC Form N-PX filings and WHITESTONE REIT’s Form 8-K, filed May 17, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of May 14, 2024: 10 items on WHITESTONE REIT’s Form 8-K, filed May 17, 2024: 5 elected · 2 approved · 3 without a stated outcome.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2023-2024 2024-2025
Explore WHITESTONE REIT in the interactive database Compare manager voting policies
These tallies are WHITESTONE REIT’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 17, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Nandita V. Berry | 24,995,714 | -- | -- | 12,640,340 | -- | 66% | Not verified | — |
| Elect Director: Julia B. Buthman | 33,464,012 | -- | -- | 4,211,633 | -- | 89% | Elected | — |
| Elect Director: Amy S. Feng | 33,427,070 | -- | -- | 4,249,579 | -- | 89% | Elected | — |
| Elect Director: David K. Holeman | 33,438,588 | -- | -- | 4,235,965 | -- | 89% | Elected | — |
| Elect Director: Jefferey A. Jones | 33,409,147 | -- | -- | 4,266,499 | -- | 89% | Elected | — |
| Elect Director: David F. Taylor | 23,839,566 | -- | -- | 13,800,750 | -- | 63% | Elected | — |
| Elect Director: Catherine Clark | 6,787,444 | -- | -- | 30,808,744 | -- | 18% | Not verified | — |
| Elect Director: Bruce Schanzer | 19,277,558 | -- | -- | 18,336,565 | -- | 51.3% | Not verified | — |
| 2. Advisory Vote on Executive Compensation An advisory resolution to approve executive compensation, as described in the Proxy Statement | 32,952,273 | 4,267,872 | 531,068 | -- | 78,133 | 89% | Approved | — |
| 3. Ratification of the Appointment of the Independent Registered Public Accounting Firm The proposal to ratify the appointment of Pannell Kerr Forster of Texas, P.C | 35,256,901 | 2,219,560 | 352,885 | -- | -- | 94% | Approved | — |
Source: WHITESTONE REIT, Form 8-K, filed with the SEC on May 17, 2024 — read the filing on EDGAR.
Each item below shows how the 214 asset managers that disclosed a WHITESTONE REIT vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of WHITESTONE REIT’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 6 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
Description as filed by funds: To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders and until their successors are duly elected and qualified- Vote "FOR" up to six (6) nominees in total. You are permitted to vote for fewer than six (6) nominees. If you vote "FOR" fewer than six (6) nominees, the shares will only be voted "FOR" those nominees you have so marked. If you vote "FOR" more than (6) nominees, all of the votes on item 1 will be invalid and will not be counted. If you sign and return the proxy card and do not specify how you want the shares to be voted, the shares will be voted "FOR" each of the Board of Trustee nominees only: Election of Trustees to hold office until the 2025 annual meeting of shareholders: TRUST NOMINEES UNOPPOSED BY EREZ: Amy S. Feng
WHITESTONE REIT’s own tally for this item (“Elect Director: Amy S. Feng”): 33,427,070 for, 4,249,579 withheld, per its Form 8-K filed May 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “P roposal 1 : Election of Trustees Each of Nandita V. Berry, Julia B. Buthman, Amy S. Feng, David K. Holeman, Jeffrey A. Jones, and David F. Taylor was elected to serve on the Board of Trustees (the "Board") until the 2025 annual meeting of shareholders and until his or her successor is duly electe…”
Support: 89% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 16,822,981 for, 875,255 withheld, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,684,242 | 0 | 0 | 0 | For |
| Vanguard | 4,916,760 | 0 | 0 | 0 | For |
| Fidelity | 1,135,966 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 930,963 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 0 | 0 | 0 | 875,255 | Withhold |
| State Street | 735,492 | 0 | 0 | 0 | For |
| Dimensional | 548,272 | 0 | 0 | 0 | For |
| Invesco | 399,929 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 336,530 | 0 | 0 | 0 | For |
| Charles Schwab | 132,825 | 0 | 0 | 0 | For |
| First Trust | 139,115 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 134,398 | 0 | 0 | 0 | For |
| Equitable | 132,837 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,838 | 0 | 0 | 0 | For |
| TIAA | 121,088 | 0 | 0 | 0 | For |
| Northern Trust | 118,144 | 0 | 0 | 0 | For |
| WisdomTree | 106,504 | 0 | 0 | 0 | For |
| Jackson National | 105,744 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| JPMorgan | 88,923 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 86,589 | 0 | 0 | 0 | For |
| BNY Mellon | 71,242 | 0 | 0 | 0 | For |
| SEI | 34,337 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 32,791 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 63,710 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 6 wordings of this item as funds reported it.
63% Majority: yes · of votes cast
Description as filed by funds: To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders and until their successors are duly elected and qualified- Vote "FOR" up to six (6) nominees in total. You are permitted to vote for fewer than six (6) nominees. If you vote "FOR" fewer than six (6) nominees, the shares will only be voted "FOR" those nominees you have so marked. If you vote "FOR" more than (6) nominees, all of the votes on item 1 will be invalid and will not be counted. If you sign and return the proxy card and do not specify how you want the shares to be voted, the shares will be voted "FOR" each of the Board of Trustee nominees only: Election of Trustees to hold office until the 2025 annual meeting of shareholders: David F. Taylor
WHITESTONE REIT’s own tally for this item (“Elect Director: David F. Taylor”): 23,839,566 for, 13,800,750 withheld, per its Form 8-K filed May 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “P roposal 1 : Election of Trustees Each of Nandita V. Berry, Julia B. Buthman, Amy S. Feng, David K. Holeman, Jeffrey A. Jones, and David F. Taylor was elected to serve on the Board of Trustees (the "Board") until the 2025 annual meeting of shareholders and until his or her successor is duly electe…”
Support: 63% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 10,872,350 for, 6,825,886 withheld, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 5,684,242 | Withhold |
| Vanguard | 4,916,760 | 0 | 0 | 0 | For |
| Fidelity | 1,101,799 | 0 | 0 | 34,167 | For |
| FIRST EAGLE FUNDS | 930,963 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 0 | 0 | 0 | 875,255 | Withhold |
| State Street | 735,492 | 0 | 0 | 0 | For |
| Dimensional | 548,272 | 0 | 0 | 0 | For |
| Invesco | 399,929 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 336,530 | 0 | 0 | 0 | For |
| Charles Schwab | 132,825 | 0 | 0 | 0 | For |
| First Trust | 139,115 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 134,398 | 0 | 0 | 0 | For |
| Equitable | 48,530 | 0 | 0 | 84,307 | Mixed |
| Lincoln Financial | 63,838 | 0 | 0 | 0 | For |
| TIAA | 121,088 | 0 | 0 | 0 | For |
| Northern Trust | 118,144 | 0 | 0 | 0 | For |
| WisdomTree | 106,504 | 0 | 0 | 0 | For |
| Jackson National | 105,744 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| JPMorgan | 88,923 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 86,589 | Withhold |
| BNY Mellon | 71,242 | 0 | 0 | 0 | For |
| SEI | 34,337 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 32,791 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 63,710 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 6 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
Description as filed by funds: To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders and until their successors are duly elected and qualified- Vote "FOR" up to six (6) nominees in total. You are permitted to vote for fewer than six (6) nominees. If you vote "FOR" fewer than six (6) nominees, the shares will only be voted "FOR" those nominees you have so marked. If you vote "FOR" more than (6) nominees, all of the votes on item 1 will be invalid and will not be counted. If you sign and return the proxy card and do not specify how you want the shares to be voted, the shares will be voted "FOR" each of the Board of Trustee nominees only: Election of Trustees to hold office until the 2025 annual meeting of shareholders: TRUST NOMINEES UNOPPOSED BY EREZ: David K. Holeman
WHITESTONE REIT’s own tally for this item (“Elect Director: David K. Holeman”): 33,438,588 for, 4,235,965 withheld, per its Form 8-K filed May 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “P roposal 1 : Election of Trustees Each of Nandita V. Berry, Julia B. Buthman, Amy S. Feng, David K. Holeman, Jeffrey A. Jones, and David F. Taylor was elected to serve on the Board of Trustees (the "Board") until the 2025 annual meeting of shareholders and until his or her successor is duly electe…”
Support: 89% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 16,822,981 for, 875,255 withheld, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,684,242 | 0 | 0 | 0 | For |
| Vanguard | 4,916,760 | 0 | 0 | 0 | For |
| Fidelity | 1,135,966 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 930,963 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 0 | 0 | 0 | 875,255 | Withhold |
| State Street | 735,492 | 0 | 0 | 0 | For |
| Dimensional | 548,272 | 0 | 0 | 0 | For |
| Invesco | 399,929 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 336,530 | 0 | 0 | 0 | For |
| Charles Schwab | 132,825 | 0 | 0 | 0 | For |
| First Trust | 139,115 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 134,398 | 0 | 0 | 0 | For |
| Equitable | 132,837 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,838 | 0 | 0 | 0 | For |
| TIAA | 121,088 | 0 | 0 | 0 | For |
| Northern Trust | 118,144 | 0 | 0 | 0 | For |
| WisdomTree | 106,504 | 0 | 0 | 0 | For |
| Jackson National | 105,744 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| JPMorgan | 88,923 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 86,589 | 0 | 0 | 0 | For |
| BNY Mellon | 71,242 | 0 | 0 | 0 | For |
| SEI | 34,337 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 32,791 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 63,710 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 6 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
Description as filed by funds: To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders and until their successors are duly elected and qualified- Vote "FOR" up to six (6) nominees in total. You are permitted to vote for fewer than six (6) nominees. If you vote "FOR" fewer than six (6) nominees, the shares will only be voted "FOR" those nominees you have so marked. If you vote "FOR" more than (6) nominees, all of the votes on item 1 will be invalid and will not be counted. If you sign and return the proxy card and do not specify how you want the shares to be voted, the shares will be voted "FOR" each of the Board of Trustee nominees only: Election of Trustees to hold office until the 2025 annual meeting of shareholders: TRUST NOMINEES UNOPPOSED BY EREZ: Jeffrey A. Jones
WHITESTONE REIT’s own tally for this item (“Elect Director: Jefferey A. Jones”): 33,409,147 for, 4,266,499 withheld, per its Form 8-K filed May 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “P roposal 1 : Election of Trustees Each of Nandita V. Berry, Julia B. Buthman, Amy S. Feng, David K. Holeman, Jeffrey A. Jones, and David F. Taylor was elected to serve on the Board of Trustees (the "Board") until the 2025 annual meeting of shareholders and until his or her successor is duly electe…”
Support: 89% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 16,822,981 for, 875,255 withheld, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,684,242 | 0 | 0 | 0 | For |
| Vanguard | 4,916,760 | 0 | 0 | 0 | For |
| Fidelity | 1,135,966 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 930,963 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 0 | 0 | 0 | 875,255 | Withhold |
| State Street | 735,492 | 0 | 0 | 0 | For |
| Dimensional | 548,272 | 0 | 0 | 0 | For |
| Invesco | 399,929 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 336,530 | 0 | 0 | 0 | For |
| Charles Schwab | 132,825 | 0 | 0 | 0 | For |
| First Trust | 139,115 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 134,398 | 0 | 0 | 0 | For |
| Equitable | 132,837 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,838 | 0 | 0 | 0 | For |
| TIAA | 121,088 | 0 | 0 | 0 | For |
| Northern Trust | 118,144 | 0 | 0 | 0 | For |
| WisdomTree | 106,504 | 0 | 0 | 0 | For |
| Jackson National | 105,744 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| JPMorgan | 88,923 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 86,589 | 0 | 0 | 0 | For |
| BNY Mellon | 71,242 | 0 | 0 | 0 | For |
| SEI | 34,337 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 32,791 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 63,710 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 6 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
Description as filed by funds: To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders and until their successors are duly elected and qualified- Vote "FOR" up to six (6) nominees in total. You are permitted to vote for fewer than six (6) nominees. If you vote "FOR" fewer than six (6) nominees, the shares will only be voted "FOR" those nominees you have so marked. If you vote "FOR" more than (6) nominees, all of the votes on item 1 will be invalid and will not be counted. If you sign and return the proxy card and do not specify how you want the shares to be voted, the shares will be voted "FOR" each of the Board of Trustee nominees only: Election of Trustees to hold office until the 2025 annual meeting of shareholders: TRUST NOMINEES UNOPPOSED BY EREZ: Julia B. Buthman
WHITESTONE REIT’s own tally for this item (“Elect Director: Julia B. Buthman”): 33,464,012 for, 4,211,633 withheld, per its Form 8-K filed May 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “P roposal 1 : Election of Trustees Each of Nandita V. Berry, Julia B. Buthman, Amy S. Feng, David K. Holeman, Jeffrey A. Jones, and David F. Taylor was elected to serve on the Board of Trustees (the "Board") until the 2025 annual meeting of shareholders and until his or her successor is duly electe…”
Support: 89% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 16,822,981 for, 875,255 withheld, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,684,242 | 0 | 0 | 0 | For |
| Vanguard | 4,916,760 | 0 | 0 | 0 | For |
| Fidelity | 1,135,966 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 930,963 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 0 | 0 | 0 | 875,255 | Withhold |
| State Street | 735,492 | 0 | 0 | 0 | For |
| Dimensional | 548,272 | 0 | 0 | 0 | For |
| Invesco | 399,929 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 336,530 | 0 | 0 | 0 | For |
| Charles Schwab | 132,825 | 0 | 0 | 0 | For |
| First Trust | 139,115 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 134,398 | 0 | 0 | 0 | For |
| Equitable | 132,837 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,838 | 0 | 0 | 0 | For |
| TIAA | 121,088 | 0 | 0 | 0 | For |
| Northern Trust | 118,144 | 0 | 0 | 0 | For |
| WisdomTree | 106,504 | 0 | 0 | 0 | For |
| Jackson National | 105,744 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| JPMorgan | 88,923 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 86,589 | 0 | 0 | 0 | For |
| BNY Mellon | 71,242 | 0 | 0 | 0 | For |
| SEI | 34,337 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 32,791 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 63,710 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 6 wordings of this item as funds reported it.
66% Majority: yes · of votes cast
Description as filed by funds: To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders and until their successors are duly elected and qualified- Vote "FOR" up to six (6) nominees in total. You are permitted to vote for fewer than six (6) nominees. If you vote "FOR" fewer than six (6) nominees, the shares will only be voted "FOR" those nominees you have so marked. If you vote "FOR" more than (6) nominees, all of the votes on item 1 will be invalid and will not be counted. If you sign and return the proxy card and do not specify how you want the shares to be voted, the shares will be voted "FOR" each of the Board of Trustee nominees only: Election of Trustees to hold office until the 2025 annual meeting of shareholders: TRUST NOMINEES OPPOSED BY EREZ: Nandita V. Berry
WHITESTONE REIT’s own tally for this item (“Elect Director: Nandita V. Berry”): 24,995,714 for, 12,640,340 withheld, per its Form 8-K filed May 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 66% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 13,949,680 for, 3,748,556 withheld, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,684,242 | 0 | 0 | 0 | For |
| Vanguard | 4,916,760 | 0 | 0 | 0 | For |
| Fidelity | 34,167 | 0 | 0 | 1,101,799 | Withhold |
| FIRST EAGLE FUNDS | 930,963 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 0 | 0 | 0 | 875,255 | Withhold |
| State Street | 735,492 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 548,272 | Withhold |
| Invesco | 0 | 0 | 0 | 399,929 | Withhold |
| VALUED ADVISERS TRUST | 336,530 | 0 | 0 | 0 | For |
| Charles Schwab | 132,825 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 0 | 139,115 | Withhold |
| Columbia Threadneedle | 134,398 | 0 | 0 | 0 | For |
| Equitable | 84,307 | 0 | 0 | 48,530 | Mixed |
| Lincoln Financial | 40,771 | 0 | 0 | 23,067 | Mixed |
| TIAA | 0 | 0 | 0 | 121,088 | Withhold |
| Northern Trust | 118,144 | 0 | 0 | 0 | For |
| WisdomTree | 106,504 | 0 | 0 | 0 | For |
| Jackson National | 105,744 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 0 | 0 | 88,923 | Withhold |
| QUANTITATIVE MASTER SERIES LLC | 86,589 | 0 | 0 | 0 | For |
| BNY Mellon | 71,242 | 0 | 0 | 0 | For |
| SEI | 34,337 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 32,791 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 0 | 63,710 | Withhold |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 6 wordings of this item as funds reported it.
51.3% Majority: yes · of votes cast
Description as filed by funds: To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders and until their successors are duly elected and qualified- Vote "FOR" up to six (6) nominees in total. You are permitted to vote for fewer than six (6) nominees. If you vote "FOR" fewer than six (6) nominees, the shares will only be voted "FOR" those nominees you have so marked. If you vote "FOR" more than (6) nominees, all of the votes on item 1 will be invalid and will not be counted. If you sign and return the proxy card and do not specify how you want the shares to be voted, the shares will be voted "FOR" each of the Board of Trustee nominees only: Election of Trustees to hold office until the 2025 annual meeting of shareholders: EREZ NOMINEES: Bruce Schanzer
WHITESTONE REIT’s own tally for this item (“Elect Director: Bruce Schanzer”): 19,277,558 for, 18,336,565 withheld, per its Form 8-K filed May 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 51.3% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 9,617,379 for, 8,080,857 withheld, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,684,242 | 0 | 0 | 0 | For |
| Vanguard | 0 | 0 | 0 | 4,916,760 | Withhold |
| Fidelity | 1,135,966 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 0 | 0 | 0 | 930,963 | Withhold |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 0 | 0 | 0 | 735,492 | Withhold |
| Dimensional | 548,272 | 0 | 0 | 0 | For |
| Invesco | 399,929 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 0 | 0 | 0 | 336,530 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 132,825 | Withhold |
| First Trust | 139,115 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 134,398 | Withhold |
| Equitable | 132,837 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,067 | 0 | 0 | 40,771 | Mixed |
| TIAA | 121,088 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 118,144 | Withhold |
| WisdomTree | 0 | 0 | 0 | 106,504 | Withhold |
| Jackson National | 0 | 0 | 0 | 105,744 | Withhold |
| Voya | 0 | 0 | 0 | 91,931 | Withhold |
| JPMorgan | 0 | 0 | 0 | 88,923 | Withhold |
| QUANTITATIVE MASTER SERIES LLC | 86,589 | 0 | 0 | 0 | For |
| BNY Mellon | 0 | 0 | 0 | 71,242 | Withhold |
| SEI | 0 | 0 | 0 | 34,337 | Withhold |
| STERLING CAPITAL FUNDS | 0 | 0 | 0 | 32,791 | Withhold |
| RBC FUNDS TRUST | 63,710 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 6 wordings of this item as funds reported it.
18% Plurality election · of votes cast
Description as filed by funds: To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders and until their successors are duly elected and qualified- Vote "FOR" up to six (6) nominees in total. You are permitted to vote for fewer than six (6) nominees. If you vote "FOR" fewer than six (6) nominees, the shares will only be voted "FOR" those nominees you have so marked. If you vote "FOR" more than (6) nominees, all of the votes on item 1 will be invalid and will not be counted. If you sign and return the proxy card and do not specify how you want the shares to be voted, the shares will be voted "FOR" each of the Board of Trustee nominees only: Election of Trustees to hold office until the 2025 annual meeting of shareholders: EREZ NOMINEES: Catherine Clark
WHITESTONE REIT’s own tally for this item (“Elect Director: Catherine Clark”): 6,787,444 for, 30,808,744 withheld, per its Form 8-K filed May 17, 2024 (Item 5.07). This is a for/withhold election, which is decided by plurality: a nominee does not need a majority of the votes cast to be elected, so no passed or failed outcome is stated here.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 18% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 980,963 for, 16,717,273 withheld, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 5,684,242 | Withhold |
| Vanguard | 0 | 0 | 0 | 4,916,760 | Withhold |
| Fidelity | 0 | 0 | 0 | 1,135,966 | Withhold |
| FIRST EAGLE FUNDS | 0 | 0 | 0 | 930,963 | Withhold |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 0 | 0 | 0 | 735,492 | Withhold |
| Dimensional | 0 | 0 | 0 | 548,272 | Withhold |
| Invesco | 0 | 0 | 0 | 399,929 | Withhold |
| VALUED ADVISERS TRUST | 0 | 0 | 0 | 336,530 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 132,825 | Withhold |
| First Trust | 0 | 0 | 0 | 139,115 | Withhold |
| Columbia Threadneedle | 0 | 0 | 0 | 134,398 | Withhold |
| Equitable | 0 | 0 | 0 | 132,837 | Withhold |
| Lincoln Financial | 0 | 0 | 0 | 63,838 | Withhold |
| TIAA | 0 | 0 | 0 | 121,088 | Withhold |
| Northern Trust | 0 | 0 | 0 | 118,144 | Withhold |
| WisdomTree | 0 | 0 | 0 | 106,504 | Withhold |
| Jackson National | 0 | 0 | 0 | 105,744 | Withhold |
| Voya | 0 | 0 | 0 | 91,931 | Withhold |
| JPMorgan | 88,923 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 86,589 | Withhold |
| BNY Mellon | 0 | 0 | 0 | 71,242 | Withhold |
| SEI | 0 | 0 | 0 | 34,337 | Withhold |
| STERLING CAPITAL FUNDS | 0 | 0 | 0 | 32,791 | Withhold |
| RBC FUNDS TRUST | 0 | 0 | 0 | 63,710 | Withhold |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Combines 4 wordings of this item as funds reported it.
89% Approved · of votes cast
Description as filed by funds: The Trust's proposal to approve, in an advisory (non-binding) vote, the compensation of the Trust's named executive officers (as defined in the Trust's proxy statement).
WHITESTONE REIT’s own tally for this item (“2. Advisory Vote on Executive Compensation An advisory resolution to approve executive compensation, as described in the Proxy Statement”): 32,952,273 for, 4,267,872 against — passed, per its Form 8-K filed May 17, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2 : Advisory Vote on Executive Compensation An advisory resolution to approve executive compensation, as described in the Proxy Statement, was approved, based on the following votes:”
Support: 89% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Also reported under other wordings, matched to the same row of WHITESTONE REIT’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Advisory Vote to Ratify Named Executive Officers' Compensation” (4 managers, Fund and manager reports combined; may count the same shares twice; no share total shown); “14A Executive Compensation” (2 managers, 133,420 for).
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,684,242 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 0 | 875,255 | 0 | 0 | Against |
| Dimensional | 548,272 | 0 | 0 | 0 | For |
| First Trust | 139,115 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 0 | Not Voted |
| TIAA | 121,088 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 86,589 | 0 | 0 | 0 | For |
| Equitable | 84,307 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,067 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 63,710 | 0 | 0 | 0 | For |
| Thrivent | 57,052 | 0 | 0 | 0 | For |
| Principal | 54,317 | 0 | 0 | 0 | For |
| New York Life | 35,602 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 0 | 0 | Not Voted |
| Fidelity | 34,167 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 0 | 0 | 0 | 0 | Not Voted |
| Russell Investments | 0 | 0 | 0 | 0 | Not Voted |
| AIG/SunAmerica | 24,191 | 0 | 0 | 0 | For |
| AQR | 23,732 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 0 | Not Voted |
| Catholic Responsible Investments Funds | 0 | 21,537 | 0 | 0 | Against |
| Pacific Life | 21,093 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 19,592 | 0 | 0 | 0 | For |
| Allianz | 19,010 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 17,304 | 0 | 0 | 0 | For |
Fund voting reports, all 44 managers: 7,158,379 for, 901,627 against, 295,218 not voted. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,271,048 | 79,496 | 0 | 0 | Mixed |
| KENNEDY CAPITAL MANAGEMENT LLC | 475,719 | 91,895 | 0 | 0 | Mixed |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 482,249 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 264,807 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 0 | Not Voted |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 0 | 0 | 0 | Not Voted |
| Renaissance | 148,384 | 0 | 0 | 0 | For |
| Nuveen | 122,152 | 0 | 0 | 0 | For |
| Dimensional | 90,522 | 0 | 0 | 0 | For |
| Legal & General Investment Management America Inc | 0 | 84,724 | 0 | 0 | Against |
| Rhumbline | 78,442 | 381 | 0 | 0 | For |
| Asset Management One Co., Ltd. | 75,266 | 0 | 0 | 0 | For |
| Thrivent | 69,128 | 0 | 0 | 0 | For |
| Garner Asset Management Corp | 0 | 64,086 | 0 | 0 | Against |
| UBS | 17,974 | 45,092 | 0 | 0 | Mixed |
| NOMURA ASSET MANAGEMENT CO LTD | 54,700 | 0 | 0 | 0 | For |
| State of Alaska, Department of Revenue | 51,842 | 0 | 0 | 0 | For |
| AQR | 46,870 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 0 | 0 | 0 | 0 | Not Voted |
| WASHINGTON STATE INVESTMENT BOARD | 0 | 0 | 0 | 0 | Not Voted |
| SEI | 0 | 0 | 0 | 0 | Not Voted |
| Sterling Capital Management LLC | 0 | 0 | 0 | 0 | Not Voted |
| Mitsubishi UFJ Asset Management Co., Ltd. | 28,730 | 0 | 0 | 0 | For |
| State of Tennessee, Department of Treasury | 0 | 0 | 0 | 0 | Not Voted |
| Sumitomo Mitsui Trust Asset Management Co., Ltd. | 25,983 | 0 | 0 | 0 | For |
Institutional-manager reports, all 102 managers: 3,594,427 for, 406,017 against, 9,640 abstained, 663,455 not voted. Showing the 25 largest; see all in the interactive database.
Combines 4 wordings of this item as funds reported it.
89% Approved · of votes cast
Description as filed by funds: To approve, in an advisory (non- binding) vote, the compensation of our named executive officers (as defined in the accompanying Proxy Statement).
WHITESTONE REIT’s own tally for this item (“2. Advisory Vote on Executive Compensation An advisory resolution to approve executive compensation, as described in the Proxy Statement”): 32,952,273 for, 4,267,872 against — passed, per its Form 8-K filed May 17, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2 : Advisory Vote on Executive Compensation An advisory resolution to approve executive compensation, as described in the Proxy Statement, was approved, based on the following votes:”
Support: 89% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,916,760 | 0 | 0 | 0 | For |
| Fidelity | 1,101,799 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 930,963 | 0 | 0 | 0 | For |
| State Street | 735,492 | 0 | 0 | 0 | For |
| Invesco | 399,929 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 134,398 | 0 | 0 | 0 | For |
| Charles Schwab | 132,825 | 0 | 0 | 0 | For |
| Northern Trust | 118,144 | 0 | 0 | 0 | For |
| WisdomTree | 106,504 | 0 | 0 | 0 | For |
| Jackson National | 105,744 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| JPMorgan | 88,923 | 0 | 0 | 0 | For |
| BNY Mellon | 71,242 | 0 | 0 | 0 | For |
| Lincoln Financial | 40,771 | 0 | 0 | 0 | For |
| Equitable | 48,530 | 0 | 0 | 0 | For |
| SEI | 34,337 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 32,791 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 32,076 | 0 | 0 | 0 | For |
| T. Rowe Price | 31,903 | 0 | 0 | 0 | For |
| Russell Investments | 29,192 | 0 | 0 | 0 | For |
| Global X | 21,896 | 0 | 0 | 0 | For |
| Goldman Sachs | 21,745 | 0 | 0 | 0 | For |
| Catholic Responsible Investments Funds | 0 | 0 | 0 | 0 | Not Voted |
| Northwestern Mutual | 17,591 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 0 | 0 | 15,100 | 0 | Abstain |
Fund voting reports, all 39 managers: 9,301,700 for, 15,100 abstained, 52,100 not voted. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| State Street | 1,736,317 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,156,032 | 0 | 0 | 0 | For |
| First Eagle Investment Management, LLC | 1,016,522 | 0 | 0 | 0 | For |
| Invesco | 416,482 | 0 | 0 | 0 | For |
| BOOTHBAY FUND MANAGEMENT, LLC | 398,995 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 264,411 | 0 | 0 | 0 | For |
| BNY Mellon | 178,379 | 0 | 0 | 0 | For |
| Charles Schwab | 175,486 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 158,133 | 0 | 0 | 0 | For |
| Renaissance | 0 | 0 | 0 | 0 | Not Voted |
| Northern Trust | 135,244 | 0 | 0 | 0 | For |
| Goldman Sachs | 131,772 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| THIRD AVENUE MANAGEMENT LLC | 80,000 | 0 | 0 | 0 | For |
| Rhumbline | 78,442 | 381 | 0 | 0 | For |
| BlackRock | 78,295 | 0 | 0 | 0 | For |
| Vanguard | 74,077 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 66,883 | 0 | 0 | 0 | For |
| AllianceBernstein | 49,303 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 46,251 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 44,610 | 0 | 0 | 0 | For |
| WASHINGTON STATE INVESTMENT BOARD | 43,743 | 0 | 0 | 0 | For |
| T. Rowe Price | 41,395 | 0 | 0 | 0 | For |
| SEI | 37,166 | 0 | 0 | 0 | For |
| STEPHENS INC /AR/ | 33,529 | 0 | 0 | 0 | For |
Institutional-manager reports, all 79 managers: 6,881,281 for, 26,196 against, 9,561 abstained, 156,887 not voted. Showing the 25 largest; see all in the interactive database.
Combines 5 wordings of this item as funds reported it.
94% Approved · of votes cast
Description as filed by funds: The Trust's proposal to ratify the appointment of Pannell Kerr Forster of Texas, P.C. as the Trust's independent registered public accounting firm for the fiscal year ending December 31, 2024.
WHITESTONE REIT’s own tally for this item (“3. Ratification of the Appointment of the Independent Registered Public Accounting Firm The proposal to ratify the appointment of Pannell Kerr Forster of Texas, P.C”): 35,256,901 for, 2,219,560 against — passed, per its Form 8-K filed May 17, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 3 : Ratification of the Appointment of the Independent Registered Public Accounting Firm The proposal to ratify the appointment of Pannell Kerr Forster of Texas, P.C. as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 was approved, b…”
Support: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 17,698,236 for, 15,100 abstained, 382,886 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,684,242 | 0 | 0 | 0 | For |
| Vanguard | 4,916,760 | 0 | 0 | 0 | For |
| Fidelity | 1,135,966 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 930,963 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 735,492 | 0 | 0 | 0 | For |
| Dimensional | 548,272 | 0 | 0 | 0 | For |
| Invesco | 399,929 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 336,530 | 0 | 0 | 0 | For |
| Charles Schwab | 132,825 | 0 | 0 | 0 | For |
| First Trust | 139,115 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 134,398 | 0 | 0 | 0 | For |
| Equitable | 132,837 | 0 | 0 | 0 | For |
| Lincoln Financial | 63,838 | 0 | 0 | 0 | For |
| TIAA | 121,088 | 0 | 0 | 0 | For |
| Northern Trust | 118,144 | 0 | 0 | 0 | For |
| WisdomTree | 106,504 | 0 | 0 | 0 | For |
| Jackson National | 105,744 | 0 | 0 | 0 | For |
| Voya | 91,931 | 0 | 0 | 0 | For |
| JPMorgan | 88,923 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 86,589 | 0 | 0 | 0 | For |
| BNY Mellon | 71,242 | 0 | 0 | 0 | For |
| SEI | 34,337 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 32,791 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 63,710 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 49,958,896 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 11.38% |
| 2 | Vanguard | 9.84% |
| 3 | Fidelity | 2.27% |
| 4 | FIRST EAGLE FUNDS | 1.86% |
| 5 | HIGHLAND GLOBAL ALLOCATION FUND | 1.75% |
| 6 | State Street | 1.47% |
| 7 | Dimensional | 1.10% |
| 8 | Invesco | 0.80% |
| 9 | VALUED ADVISERS TRUST | 0.67% |
| 10 | Charles Schwab | 0.53% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 2.70% |
| 2 | KENNEDY CAPITAL MANAGEMENT LLC | 1.14% |
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0.97% |
| 4 | PRINCIPAL GLOBAL INVESTORS | 0.53% |
| 5 | Charles Schwab | 0.35% |
| 6 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.32% |
| 7 | Renaissance | 0.30% |
| 8 | Nuveen | 0.24% |
| 9 | Dimensional | 0.18% |
| 10 | Legal & General Investment Management America Inc | 0.17% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 15.69% | 13F |
| Vanguard Group | 10.51% | 13F |
| State Street | 3.84% | 13F |
| Geode Capital | 2.37% | 13F |
| David K. Holeman | 1.48% | DEF14A |
| Morgan Stanley | 1.40% | 13F |
| Dimensional Fund Advisors | 1.32% | 13F |
| BNY Mellon | 1.15% | 13F |
| Northern Trust | 1.14% | 13F |
| Goldman Sachs | 0.90% | 13F |
Percentages above are of 49,958,896 shares outstanding, as reported by WHITESTONE REIT on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from WHITESTONE REIT’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At WHITESTONE REIT's shareholder meeting held May 14, 2024, in the 2023-2024 proxy season, 214 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,381 separate fund positions. Their filings are grouped here into 11 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — The Trust's proposal to approve, in an advisory (non-binding) vote, the compensation of the… — WHITESTONE REIT's filing reports the proposal as approved, with 89% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: WHITESTONE REIT's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 17, 2024.
WHITESTONE REIT proxy season coverage: 2023-2024 (this page) · 2024-2025.
Download data (CSV): ballot items · votes by manager · column guide.