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WHITESTONE REIT 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and WHITESTONE REIT’s Form 8-K, filed 2024-05-17 (Item 5.07 on EDGAR). Page generated 04 October 2026.

13Reported items
212Asset managers
2,381Fund votes
2024-05-14Meeting date

Proxy season: 2023-2024 2024-2025

Explore WHITESTONE REIT in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by WHITESTONE REIT

These tallies are WHITESTONE REIT’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-17 (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.

WHITESTONE REIT — official shareholder meeting results, meeting held 2024-05-14
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Nandita V. Berry	24,995,714	--	--	12,640,340	--	Majority: yes
Elect Director: Julia B. Buthman	33,464,012	--	--	4,211,633	--	Majority: yes
Elect Director: Amy S. Feng	33,427,070	--	--	4,249,579	--	Majority: yes
Elect Director: David K. Holeman	33,438,588	--	--	4,235,965	--	Majority: yes
Elect Director: Jefferey A. Jones	33,409,147	--	--	4,266,499	--	Majority: yes
Elect Director: David F. Taylor	23,839,566	--	--	13,800,750	--	Majority: yes
Elect Director: Catherine Clark	6,787,444	--	--	30,808,744	--	Plurality election
Elect Director: Bruce Schanzer	19,277,558	--	--	18,336,565	--	Majority: yes
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:	32,952,273	4,267,872	531,068	--	78,133	Passed
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	35,256,901	2,219,560	352,885	--	--	Passed

Source: WHITESTONE REIT, Form 8-K, filed with the SEC on 2024-05-17 — read the filing on EDGAR.

How asset managers voted at the WHITESTONE REIT 2023-2024 meeting

Each item below shows how the 212 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.

1. 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).

SECTION 14A SAY-ON-PAY VOTESCompany result: Passed

Combines 4 wordings of this item as funds reported it.

89% Passed · of votes cast

FOR 89%11%

FOR: 32,952,273AGAINST: 4,267,872

WHITESTONE REIT’s own tally for this item (“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:”): 32,952,273 for, 4,267,872 against — passed, per its Form 8-K filed 2024-05-17 (Item 5.07). Of all 49,958,896 outstanding shares: 66% for, 9% against (75% of the company cast a for/against vote).

The 142 asset managers below cast 89% of the shares they voted on this item FOR (10,655,608 for, 1,307,263 against).

FOR 82%10%8%

FOR: 10,655,608 (81.9%)AGAINST: 1,307,263 (10.0%)ABSTAIN: 9,640 (0.1%)NOT VOTED: 1,037,496 (8.0%)

Largest asset managers voting on “The Trust's proposal to approve, in an advisory (non-binding) vote, the compensation of the Trust's named exec” at WHITESTONE REIT, 2023-2024
Asset manager	For	Against	Vote
BlackRock	6,955,290	79,496	For
HIGHLAND GLOBAL ALLOCATION FUND	0	875,255	Against
Dimensional	638,794	0	For
KENNEDY CAPITAL MANAGEMENT LLC	475,719	91,895	For
PARAMETRIC PORTFOLIO ASSOCIATES LLC	482,249	0	For
Charles Schwab	0	0	Not Voted
PRINCIPAL GLOBAL INVESTORS	264,807	0	For
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0	0	Not Voted
Renaissance	148,384	0	For
First Trust	139,115	0	For
Thrivent	126,180	0	For
Nuveen	122,152	0	For
TIAA	121,088	0	For
QUANTITATIVE MASTER SERIES LLC	86,589	0	For
Legal & General Investment Management America Inc	0	84,724	Against
Equitable	84,307	0	For
Rhumbline	0	0	Not Voted
Asset Management One Co., Ltd.	75,266	0	For
SEI	0	0	Not Voted
AQR	70,602	0	For
Garner Asset Management Corp	0	64,086	Against
Lincoln Financial	23,067	0	Not Voted
RBC FUNDS TRUST	63,710	0	For
UBS	17,974	45,092	Against
NOMURA ASSET MANAGEMENT CO LTD	54,700	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

2. To approve, in an advisory (non- binding) vote, the compensation of our named executive officers (as defined in the accompanying Proxy Statement).

SECTION 14A SAY-ON-PAY VOTESCompany result: Passed

Combines 4 wordings of this item as funds reported it.

89% Passed · of votes cast

FOR 89%11%

FOR: 32,952,273AGAINST: 4,267,872

The 117 asset managers below cast 99.8% of the shares they voted on this item FOR (16,104,505 for, 25,815 against).

FOR 98%

FOR: 16,104,505 (97.9%)AGAINST: 25,815 (0.2%)ABSTAIN: 24,661 (0.1%)NOT VOTED: 287,810 (1.8%)

Largest asset managers voting on “To approve, in an advisory (non- binding) vote, the compensation of our named executive officers (as defined i” at WHITESTONE REIT, 2023-2024
Asset manager	For	Vote
Vanguard	4,990,837	For
State Street	2,471,809	For
GEODE CAPITAL MANAGEMENT, LLC	1,156,032	For
Fidelity	1,118,026	For
First Eagle Investment Management, LLC	1,016,522	For
FIRST EAGLE FUNDS	930,963	For
Invesco	816,411	For
BOOTHBAY FUND MANAGEMENT, LLC	398,995	For
Charles Schwab	308,311	For
MELLON INVESTMENTS Corp	264,411	For
Northern Trust	253,388	For
BNY Mellon	249,621	For
Voya	183,862	For
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	158,133	For
Goldman Sachs	153,517	For
Renaissance	0	Not Voted
Columbia Threadneedle	134,398	For
WisdomTree	106,504	For
Jackson National	105,744	For
JPMorgan	88,923	For
THIRD AVENUE MANAGEMENT LLC	80,000	For
Rhumbline	0	Not Voted
BlackRock	78,295	For
T. Rowe Price	73,298	For
SEI	71,503	For

Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.

3. 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.

AUDIT-RELATEDCompany result: Passed

Combines 5 wordings of this item as funds reported it.

94% Passed · of votes cast

FOR 94%

FOR: 35,256,901AGAINST: 2,219,560

WHITESTONE REIT’s own tally for this item (“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”): 35,256,901 for, 2,219,560 against — passed, per its Form 8-K filed 2024-05-17 (Item 5.07). Of all 49,958,896 outstanding shares: 71% for, 4% against (75% of the company cast a for/against vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (17,698,236 for, 0 against).

FOR 98%

FOR: 17,698,236 (97.8%)ABSTAIN: 15,100 (0.1%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “The Trust's proposal to ratify the appointment of Pannell Kerr Forster of Texas, P.C. as the Trust's independe” at WHITESTONE REIT, 2023-2024
Asset manager	For	Vote
BlackRock	5,684,242	For
Vanguard	4,916,760	For
Fidelity	1,135,966	For
FIRST EAGLE FUNDS	930,963	For
HIGHLAND GLOBAL ALLOCATION FUND	875,255	For
State Street	735,492	For
Dimensional	548,272	For
Invesco	399,929	For
VALUED ADVISERS TRUST	336,530	For
Charles Schwab	132,825	For
First Trust	139,115	For
Columbia Threadneedle	134,398	For
Equitable	132,837	For
Lincoln Financial	63,838	For
TIAA	121,088	For
Northern Trust	118,144	For
WisdomTree	106,504	For
Jackson National	105,744	For
Voya	91,931	For
JPMorgan	88,923	For
QUANTITATIVE MASTER SERIES LLC	86,589	For
BNY Mellon	71,242	For
SEI	34,337	For
STERLING CAPITAL FUNDS	32,791	For
RBC FUNDS TRUST	63,710	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

4. 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 vo

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%

FOR: 33,427,070WITHHELD: 4,249,579

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 2024-05-17 (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. Of all 49,958,896 outstanding shares: 67% for, 9% withheld (75% of the company cast a for/withheld vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (16,822,981 for, 0 against).

FOR 93%

FOR: 16,822,981 (93.0%)ABSTAIN: 890,355 (4.9%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders” at WHITESTONE REIT, 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	5,684,242	0	For
Vanguard	4,916,760	0	For
Fidelity	1,135,966	0	For
FIRST EAGLE FUNDS	930,963	0	For
HIGHLAND GLOBAL ALLOCATION FUND	0	875,255	Abstain
State Street	735,492	0	For
Dimensional	548,272	0	For
Invesco	399,929	0	For
VALUED ADVISERS TRUST	336,530	0	For
Charles Schwab	132,825	0	For
First Trust	139,115	0	For
Columbia Threadneedle	134,398	0	For
Equitable	132,837	0	For
Lincoln Financial	63,838	0	For
TIAA	121,088	0	For
Northern Trust	118,144	0	For
WisdomTree	106,504	0	For
Jackson National	105,744	0	For
Voya	91,931	0	For
JPMorgan	88,923	0	For
QUANTITATIVE MASTER SERIES LLC	86,589	0	For
BNY Mellon	71,242	0	For
SEI	34,337	0	For
STERLING CAPITAL FUNDS	32,791	0	For
RBC FUNDS TRUST	63,710	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

5. 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 vo

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

63% Majority: yes · of votes cast

FOR 63%WITHHELD 37%

FOR: 23,839,566WITHHELD: 13,800,750

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 2024-05-17 (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. Of all 49,958,896 outstanding shares: 47.7% for, 28% withheld (75% of the company cast a for/withheld vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (10,872,350 for, 0 against).

FOR 60%ABSTAIN 38%

FOR: 10,872,350 (60.1%)ABSTAIN: 6,840,986 (37.8%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders” at WHITESTONE REIT, 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	0	5,684,242	Abstain
Vanguard	4,916,760	0	For
Fidelity	1,101,799	34,167	For
FIRST EAGLE FUNDS	930,963	0	For
HIGHLAND GLOBAL ALLOCATION FUND	0	875,255	Abstain
State Street	735,492	0	For
Dimensional	548,272	0	For
Invesco	399,929	0	For
VALUED ADVISERS TRUST	336,530	0	For
Charles Schwab	132,825	0	For
First Trust	139,115	0	For
Columbia Threadneedle	134,398	0	For
Equitable	48,530	84,307	Abstain
Lincoln Financial	63,838	0	For
TIAA	121,088	0	For
Northern Trust	118,144	0	For
WisdomTree	106,504	0	For
Jackson National	105,744	0	For
Voya	91,931	0	For
JPMorgan	88,923	0	For
QUANTITATIVE MASTER SERIES LLC	0	86,589	Abstain
BNY Mellon	71,242	0	For
SEI	34,337	0	For
STERLING CAPITAL FUNDS	32,791	0	For
RBC FUNDS TRUST	63,710	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

6. 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 vo

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%

FOR: 33,438,588WITHHELD: 4,235,965

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 2024-05-17 (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. Of all 49,958,896 outstanding shares: 67% for, 8% withheld (75% of the company cast a for/withheld vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (16,822,981 for, 0 against).

FOR 93%

FOR: 16,822,981 (93.0%)ABSTAIN: 890,355 (4.9%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders” at WHITESTONE REIT, 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	5,684,242	0	For
Vanguard	4,916,760	0	For
Fidelity	1,135,966	0	For
FIRST EAGLE FUNDS	930,963	0	For
HIGHLAND GLOBAL ALLOCATION FUND	0	875,255	Abstain
State Street	735,492	0	For
Dimensional	548,272	0	For
Invesco	399,929	0	For
VALUED ADVISERS TRUST	336,530	0	For
Charles Schwab	132,825	0	For
First Trust	139,115	0	For
Columbia Threadneedle	134,398	0	For
Equitable	132,837	0	For
Lincoln Financial	63,838	0	For
TIAA	121,088	0	For
Northern Trust	118,144	0	For
WisdomTree	106,504	0	For
Jackson National	105,744	0	For
Voya	91,931	0	For
JPMorgan	88,923	0	For
QUANTITATIVE MASTER SERIES LLC	86,589	0	For
BNY Mellon	71,242	0	For
SEI	34,337	0	For
STERLING CAPITAL FUNDS	32,791	0	For
RBC FUNDS TRUST	63,710	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

7. 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 vo

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%

FOR: 33,409,147WITHHELD: 4,266,499

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 2024-05-17 (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. Of all 49,958,896 outstanding shares: 67% for, 9% withheld (75% of the company cast a for/withheld vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (16,822,981 for, 0 against).

FOR 93%

FOR: 16,822,981 (93.0%)ABSTAIN: 890,355 (4.9%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders” at WHITESTONE REIT, 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	5,684,242	0	For
Vanguard	4,916,760	0	For
Fidelity	1,135,966	0	For
FIRST EAGLE FUNDS	930,963	0	For
HIGHLAND GLOBAL ALLOCATION FUND	0	875,255	Abstain
State Street	735,492	0	For
Dimensional	548,272	0	For
Invesco	399,929	0	For
VALUED ADVISERS TRUST	336,530	0	For
Charles Schwab	132,825	0	For
First Trust	139,115	0	For
Columbia Threadneedle	134,398	0	For
Equitable	132,837	0	For
Lincoln Financial	63,838	0	For
TIAA	121,088	0	For
Northern Trust	118,144	0	For
WisdomTree	106,504	0	For
Jackson National	105,744	0	For
Voya	91,931	0	For
JPMorgan	88,923	0	For
QUANTITATIVE MASTER SERIES LLC	86,589	0	For
BNY Mellon	71,242	0	For
SEI	34,337	0	For
STERLING CAPITAL FUNDS	32,791	0	For
RBC FUNDS TRUST	63,710	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

8. 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 vo

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%

FOR: 33,464,012WITHHELD: 4,211,633

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 2024-05-17 (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. Of all 49,958,896 outstanding shares: 67% for, 8% withheld (75% of the company cast a for/withheld vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (16,822,981 for, 0 against).

FOR 93%

FOR: 16,822,981 (93.0%)ABSTAIN: 890,355 (4.9%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders” at WHITESTONE REIT, 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	5,684,242	0	For
Vanguard	4,916,760	0	For
Fidelity	1,135,966	0	For
FIRST EAGLE FUNDS	930,963	0	For
HIGHLAND GLOBAL ALLOCATION FUND	0	875,255	Abstain
State Street	735,492	0	For
Dimensional	548,272	0	For
Invesco	399,929	0	For
VALUED ADVISERS TRUST	336,530	0	For
Charles Schwab	132,825	0	For
First Trust	139,115	0	For
Columbia Threadneedle	134,398	0	For
Equitable	132,837	0	For
Lincoln Financial	63,838	0	For
TIAA	121,088	0	For
Northern Trust	118,144	0	For
WisdomTree	106,504	0	For
Jackson National	105,744	0	For
Voya	91,931	0	For
JPMorgan	88,923	0	For
QUANTITATIVE MASTER SERIES LLC	86,589	0	For
BNY Mellon	71,242	0	For
SEI	34,337	0	For
STERLING CAPITAL FUNDS	32,791	0	For
RBC FUNDS TRUST	63,710	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

9. 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 vo

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

66% Majority: yes · of votes cast

FOR 66%WITHHELD 34%

FOR: 24,995,714WITHHELD: 12,640,340

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 2024-05-17 (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. Of all 49,958,896 outstanding shares: 50.1% for, 25% withheld (75% of the company cast a for/withheld vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (13,949,680 for, 0 against).

FOR 77%ABSTAIN 21%

FOR: 13,949,680 (77.1%)ABSTAIN: 3,763,656 (20.8%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders” at WHITESTONE REIT, 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	5,684,242	0	For
Vanguard	4,916,760	0	For
Fidelity	34,167	1,101,799	Abstain
FIRST EAGLE FUNDS	930,963	0	For
HIGHLAND GLOBAL ALLOCATION FUND	0	875,255	Abstain
State Street	735,492	0	For
Dimensional	0	548,272	Abstain
Invesco	0	399,929	Abstain
VALUED ADVISERS TRUST	336,530	0	For
Charles Schwab	132,825	0	For
First Trust	0	139,115	Abstain
Columbia Threadneedle	134,398	0	For
Equitable	84,307	48,530	For
Lincoln Financial	40,771	23,067	Not Voted
TIAA	0	121,088	Abstain
Northern Trust	118,144	0	For
WisdomTree	106,504	0	For
Jackson National	105,744	0	For
Voya	91,931	0	For
JPMorgan	0	88,923	Abstain
QUANTITATIVE MASTER SERIES LLC	86,589	0	For
BNY Mellon	71,242	0	For
SEI	34,337	0	For
STERLING CAPITAL FUNDS	32,791	0	For
RBC FUNDS TRUST	0	63,710	Abstain

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

10. 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 vo

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

51.3% Majority: yes · of votes cast

FOR 51.3%WITHHELD 48.7%

FOR: 19,277,558WITHHELD: 18,336,565

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 2024-05-17 (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. Of all 49,958,896 outstanding shares: 39% for, 37% withheld (75% of the company cast a for/withheld vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (9,617,379 for, 0 against).

FOR 53.1%ABSTAIN 45%

FOR: 9,617,379 (53.1%)ABSTAIN: 8,095,957 (44.7%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders” at WHITESTONE REIT, 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	5,684,242	0	For
Vanguard	0	4,916,760	Abstain
Fidelity	1,135,966	0	For
FIRST EAGLE FUNDS	0	930,963	Abstain
HIGHLAND GLOBAL ALLOCATION FUND	875,255	0	For
State Street	0	735,492	Abstain
Dimensional	548,272	0	For
Invesco	399,929	0	For
VALUED ADVISERS TRUST	0	336,530	Abstain
Charles Schwab	0	132,825	Abstain
First Trust	139,115	0	For
Columbia Threadneedle	0	134,398	Abstain
Equitable	132,837	0	For
Lincoln Financial	23,067	40,771	Not Voted
TIAA	121,088	0	For
Northern Trust	0	118,144	Abstain
WisdomTree	0	106,504	Abstain
Jackson National	0	105,744	Abstain
Voya	0	91,931	Abstain
JPMorgan	0	88,923	Abstain
QUANTITATIVE MASTER SERIES LLC	86,589	0	For
BNY Mellon	0	71,242	Abstain
SEI	0	34,337	Abstain
STERLING CAPITAL FUNDS	0	32,791	Abstain
RBC FUNDS TRUST	63,710	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

11. 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 vo

DIRECTOR ELECTIONSCompany result: Plurality election

Combines 6 wordings of this item as funds reported it.

18% Plurality election · of votes cast

FOR 18%WITHHELD 82%

FOR: 6,787,444WITHHELD: 30,808,744

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 2024-05-17 (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. Of all 49,958,896 outstanding shares: 14% for, 62% withheld (75% of the company cast a for/withheld vote).

The 71 asset managers below cast 100% of the shares they voted on this item FOR (980,963 for, 0 against).

ABSTAIN 92%

FOR: 980,963 (5.4%)ABSTAIN: 16,732,373 (92.5%)NOT VOTED: 382,886 (2.1%)

Largest asset managers voting on “To elect six (6) trustees, for a term of one year each, to serve until the 2025 Annual Meeting of Stockholders” at WHITESTONE REIT, 2023-2024
Asset manager	For	Abstain	Vote
BlackRock	0	5,684,242	Abstain
Vanguard	0	4,916,760	Abstain
Fidelity	0	1,135,966	Abstain
FIRST EAGLE FUNDS	0	930,963	Abstain
HIGHLAND GLOBAL ALLOCATION FUND	875,255	0	For
State Street	0	735,492	Abstain
Dimensional	0	548,272	Abstain
Invesco	0	399,929	Abstain
VALUED ADVISERS TRUST	0	336,530	Abstain
Charles Schwab	0	132,825	Abstain
First Trust	0	139,115	Abstain
Columbia Threadneedle	0	134,398	Abstain
Equitable	0	132,837	Abstain
Lincoln Financial	0	63,838	Abstain
TIAA	0	121,088	Abstain
Northern Trust	0	118,144	Abstain
WisdomTree	0	106,504	Abstain
Jackson National	0	105,744	Abstain
Voya	0	91,931	Abstain
JPMorgan	88,923	0	For
QUANTITATIVE MASTER SERIES LLC	0	86,589	Abstain
BNY Mellon	0	71,242	Abstain
SEI	0	34,337	Abstain
STERLING CAPITAL FUNDS	0	32,791	Abstain
RBC FUNDS TRUST	0	63,710	Abstain

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

12. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTESCompany result: Passed

89% Passed · of votes cast

FOR 89%11%

FOR: 32,952,273AGAINST: 4,267,872

The 4 asset managers below cast 100% of the shares they voted on this item FOR (425,453 for, 0 against).

FOR 83%NOT VOTED 17%

FOR: 425,453 (83.0%)NOT VOTED: 86,955 (17.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at WHITESTONE REIT, 2023-2024
Asset manager	For	Vote
VALUED ADVISERS TRUST	336,530	For
JPMorgan	88,923	For
ADVISORY RESEARCH INC	0	Not Voted
Empower	0	Not Voted

13. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTESCompany result: Passed

Combines 2 wordings of this item as funds reported it.

89% Passed · of votes cast

FOR 89%11%

FOR: 32,952,273AGAINST: 4,267,872

The 2 asset managers below cast 100% of the shares they voted on this item FOR (133,420 for, 0 against).

FOR 100%

FOR: 133,420 (100.0%)

Largest asset managers voting on “14A Executive Compensation” at WHITESTONE REIT, 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
HGI Capital Management, LLC	125,420	0	0	0	For
River Street Advisors LLC	8,000	0	0	0	For

Largest WHITESTONE REIT shareholders voting in 2023-2024

Ranked by the number of WHITESTONE REIT shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 49,958,896 shares outstanding at the time of that meeting.

Top WHITESTONE REIT shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	BlackRock	14.08%
2	HIGHLAND GLOBAL ALLOCATION FUND	1.75%
3	Dimensional	1.28%
4	KENNEDY CAPITAL MANAGEMENT LLC	1.14%
5	PARAMETRIC PORTFOLIO ASSOCIATES LLC	0.97%
6	Charles Schwab	0.62%
7	PRINCIPAL GLOBAL INVESTORS	0.53%
8	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.32%
9	Renaissance	0.30%
10	First Trust	0.28%

Reported WHITESTONE REIT ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

WHITESTONE REIT beneficial owners on record for the 2023-2024 proxy season
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 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At WHITESTONE REIT's shareholder meeting held 2024-05-14, in the 2023-2024 proxy season, 212 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 13 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… — the proposal passed 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 2024-05-17.

WHITESTONE REIT proxy season coverage: 2023-2024 (this page) · 2024-2025.