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Compiled from SEC Form N-PX filings and WHITESTONE REIT’s Form 8-K, filed 2025-05-16 (Item 5.07 on EDGAR). Page generated 04 October 2026.
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 2025-05-16 (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 | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Julia B. Buthman | 30,165,383 | 1,913,145 | 48,852 | -- | 10,910,423 | Majority: yes |
| Elect Director: Amy S. Feng | 30,085,371 | 1,992,964 | 49,045 | -- | 10,910,423 | Majority: yes |
| Elect Director: Kristian M. Gathright | 30,246,188 | 1,832,119 | 49,073 | -- | 10,910,423 | Majority: yes |
| Elect Director: David K. Holeman | 30,292,767 | 1,786,642 | 47,971 | -- | 10,910,423 | Majority: yes |
| Elect Director: Jefferey A. Jones | 30,263,691 | 1,814,654 | 49,035 | -- | 10,910,423 | Majority: yes |
| Elect Director: Donald A. Miller | 30,255,267 | 1,822,955 | 49,158 | -- | 10,910,423 | Majority: yes |
| Proposal 2: Approval of First Amendment to the 2018 Long-Term Equity Incentive Plan The adoption of the Amendment to the Whitestone REIT 2018 Long-Term Equity Incentive Ownership Plan was ratified | 23,505,565 | 8,480,619 | 141,196 | -- | 10,910,423 | Passed |
| Proposal 3: 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: | 29,333,426 | 2,622,879 | 171,075 | -- | 10,910,423 | Passed |
| Proposal 4: 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 | 40,616,230 | 2,297,809 | 123,764 | -- | -- | Passed |
Source: WHITESTONE REIT, Form 8-K, filed with the SEC on 2025-05-16 — read the filing on EDGAR.
Each item below shows how the 249 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.
Meeting held 2025-05-15.
Combines 7 wordings of this item as funds reported it.
92% Passed · of votes cast
WHITESTONE REIT’s own tally for this item (“Proposal 3: 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:”): 29,333,426 for, 2,622,879 against — passed, per its Form 8-K filed 2025-05-16 (Item 5.07). Of all 50,894,945 outstanding shares: 58% for, 5% against (63% of the company cast a for/against vote).
The 237 asset managers below cast 99.0% of the shares they voted on this item FOR (31,292,263 for, 300,328 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 7,532,805 | 0 | 0 | 0 | For |
| Vanguard | 5,116,450 | 0 | 0 | 0 | For |
| State Street | 2,519,634 | 0 | 0 | 0 | For |
| Fidelity | 1,545,880 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,262,795 | 0 | 0 | 0 | For |
| First Eagle Investment Management, LLC | 1,078,040 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 950,182 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| NEXPOINT ASSET MANAGEMENT, L.P. | 875,255 | 0 | 0 | 0 | For |
| Charles Schwab | 818,080 | 0 | 0 | 0 | For |
| Invesco | 776,149 | 0 | 0 | 0 | For |
| Dimensional | 623,574 | 0 | 0 | 0 | For |
| Northern Trust | 577,803 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 464,352 | 0 | 0 | 0 | For |
| GW&K Investment Management, LLC | 425,654 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 338,085 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 323,581 | 0 | 0 | 0 | For |
| Hillsdale Investment Management Inc. | 295,700 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 263,664 | 0 | 0 | 0 | For |
| DigitalBridge Group, Inc. | 240,948 | 0 | 0 | 0 | For |
| Nuveen | 219,142 | 0 | 0 | 0 | For |
| TIAA | 218,178 | 0 | 0 | 0 | For |
| BNY Mellon | 200,255 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 196,292 | 0 | 0 | 0 | For |
| Voya | 156,474 | 0 | 0 | 0 | For |
Showing the 25 largest of 237 asset managers. See all 237 in the interactive database.
Meeting held 2025-05-15.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
WHITESTONE REIT’s own tally for this item (“Elect Director: Amy S. Feng”): 30,085,371 for, 1,992,964 against, per its Form 8-K filed 2025-05-16 (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 50,894,945 outstanding shares: 59% for, 4% against (63% of the company cast a for/against vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (17,595,456 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,503,907 | 0 | 0 | 0 | For |
| Vanguard | 5,013,330 | 0 | 0 | 0 | For |
| Fidelity | 1,351,374 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 950,182 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 693,642 | 0 | 0 | 0 | For |
| Dimensional | 535,974 | 0 | 0 | 0 | For |
| Charles Schwab | 380,543 | 0 | 0 | 0 | For |
| Invesco | 276,383 | 0 | 0 | 0 | For |
| TIAA | 218,078 | 0 | 0 | 0 | For |
| Equitable | 138,022 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 133,014 | 0 | 0 | 0 | For |
| Northern Trust | 114,471 | 0 | 0 | 0 | For |
| JPMorgan | 114,212 | 0 | 0 | 0 | For |
| Nationwide | 102,159 | 0 | 0 | 0 | For |
| Jackson National | 85,583 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 84,341 | 0 | 0 | 0 | For |
| WisdomTree | 80,299 | 0 | 0 | 0 | For |
| Voya | 78,237 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 61,710 | 0 | 0 | 0 | For |
| BNY Mellon | 53,120 | 0 | 0 | 0 | For |
| Principal | 45,674 | 0 | 0 | 0 | For |
| Cambria ETF Trust | 45,255 | 0 | 0 | 0 | For |
| Prudential/PGIM | 40,587 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2025-05-15.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
WHITESTONE REIT’s own tally for this item (“Elect Director: David K. Holeman”): 30,292,767 for, 1,786,642 against, per its Form 8-K filed 2025-05-16 (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 50,894,945 outstanding shares: 60% for, 4% against (63% of the company cast a for/against vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (17,595,456 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,503,907 | 0 | 0 | 0 | For |
| Vanguard | 5,013,330 | 0 | 0 | 0 | For |
| Fidelity | 1,351,374 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 950,182 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 693,642 | 0 | 0 | 0 | For |
| Dimensional | 535,974 | 0 | 0 | 0 | For |
| Charles Schwab | 380,543 | 0 | 0 | 0 | For |
| Invesco | 276,383 | 0 | 0 | 0 | For |
| TIAA | 218,078 | 0 | 0 | 0 | For |
| Equitable | 138,022 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 133,014 | 0 | 0 | 0 | For |
| Northern Trust | 114,471 | 0 | 0 | 0 | For |
| JPMorgan | 114,212 | 0 | 0 | 0 | For |
| Nationwide | 102,159 | 0 | 0 | 0 | For |
| Jackson National | 85,583 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 84,341 | 0 | 0 | 0 | For |
| WisdomTree | 80,299 | 0 | 0 | 0 | For |
| Voya | 78,237 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 61,710 | 0 | 0 | 0 | For |
| BNY Mellon | 53,120 | 0 | 0 | 0 | For |
| Principal | 45,674 | 0 | 0 | 0 | For |
| Cambria ETF Trust | 45,255 | 0 | 0 | 0 | For |
| Prudential/PGIM | 40,587 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2025-05-15.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
WHITESTONE REIT’s own tally for this item (“Elect Director: Donald A. Miller”): 30,255,267 for, 1,822,955 against, per its Form 8-K filed 2025-05-16 (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 50,894,945 outstanding shares: 59% for, 4% against (63% of the company cast a for/against vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (17,595,456 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,503,907 | 0 | 0 | 0 | For |
| Vanguard | 5,013,330 | 0 | 0 | 0 | For |
| Fidelity | 1,351,374 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 950,182 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 693,642 | 0 | 0 | 0 | For |
| Dimensional | 535,974 | 0 | 0 | 0 | For |
| Charles Schwab | 380,543 | 0 | 0 | 0 | For |
| Invesco | 276,383 | 0 | 0 | 0 | For |
| TIAA | 218,078 | 0 | 0 | 0 | For |
| Equitable | 138,022 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 133,014 | 0 | 0 | 0 | For |
| Northern Trust | 114,471 | 0 | 0 | 0 | For |
| JPMorgan | 114,212 | 0 | 0 | 0 | For |
| Nationwide | 102,159 | 0 | 0 | 0 | For |
| Jackson National | 85,583 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 84,341 | 0 | 0 | 0 | For |
| WisdomTree | 80,299 | 0 | 0 | 0 | For |
| Voya | 78,237 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 61,710 | 0 | 0 | 0 | For |
| BNY Mellon | 53,120 | 0 | 0 | 0 | For |
| Principal | 45,674 | 0 | 0 | 0 | For |
| Cambria ETF Trust | 45,255 | 0 | 0 | 0 | For |
| Prudential/PGIM | 40,587 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2025-05-15.
Combines 5 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
WHITESTONE REIT’s own tally for this item (“Elect Director: Jefferey A. Jones”): 30,263,691 for, 1,814,654 against, per its Form 8-K filed 2025-05-16 (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 50,894,945 outstanding shares: 59% for, 4% against (63% of the company cast a for/against vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (17,595,456 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,503,907 | 0 | 0 | 0 | For |
| Vanguard | 5,013,330 | 0 | 0 | 0 | For |
| Fidelity | 1,351,374 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 950,182 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 693,642 | 0 | 0 | 0 | For |
| Dimensional | 535,974 | 0 | 0 | 0 | For |
| Charles Schwab | 380,543 | 0 | 0 | 0 | For |
| Invesco | 276,383 | 0 | 0 | 0 | For |
| TIAA | 218,078 | 0 | 0 | 0 | For |
| Equitable | 138,022 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 133,014 | 0 | 0 | 0 | For |
| Northern Trust | 114,471 | 0 | 0 | 0 | For |
| JPMorgan | 114,212 | 0 | 0 | 0 | For |
| Nationwide | 102,159 | 0 | 0 | 0 | For |
| Jackson National | 85,583 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 84,341 | 0 | 0 | 0 | For |
| WisdomTree | 80,299 | 0 | 0 | 0 | For |
| Voya | 78,237 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 61,710 | 0 | 0 | 0 | For |
| BNY Mellon | 53,120 | 0 | 0 | 0 | For |
| Principal | 45,674 | 0 | 0 | 0 | For |
| Cambria ETF Trust | 45,255 | 0 | 0 | 0 | For |
| Prudential/PGIM | 40,587 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2025-05-15.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
WHITESTONE REIT’s own tally for this item (“Elect Director: Julia B. Buthman”): 30,165,383 for, 1,913,145 against, per its Form 8-K filed 2025-05-16 (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 50,894,945 outstanding shares: 59% for, 4% against (63% of the company cast a for/against vote).
The 72 asset managers below cast 99.9% of the shares they voted on this item FOR (17,590,621 for, 4,835 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,503,907 | 0 | 0 | 0 | For |
| Vanguard | 5,013,330 | 0 | 0 | 0 | For |
| Fidelity | 1,351,374 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 950,182 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 693,642 | 0 | 0 | 0 | For |
| Dimensional | 535,974 | 0 | 0 | 0 | For |
| Charles Schwab | 380,543 | 0 | 0 | 0 | For |
| Invesco | 276,383 | 0 | 0 | 0 | For |
| TIAA | 218,078 | 0 | 0 | 0 | For |
| Equitable | 138,022 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 133,014 | 0 | 0 | 0 | For |
| Northern Trust | 114,471 | 0 | 0 | 0 | For |
| JPMorgan | 114,212 | 0 | 0 | 0 | For |
| Nationwide | 102,159 | 0 | 0 | 0 | For |
| Jackson National | 85,583 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 84,341 | 0 | 0 | 0 | For |
| WisdomTree | 80,299 | 0 | 0 | 0 | For |
| Voya | 78,237 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 61,710 | 0 | 0 | 0 | For |
| BNY Mellon | 53,120 | 0 | 0 | 0 | For |
| Principal | 45,674 | 0 | 0 | 0 | For |
| Cambria ETF Trust | 45,255 | 0 | 0 | 0 | For |
| Prudential/PGIM | 40,587 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2025-05-15.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
WHITESTONE REIT’s own tally for this item (“Elect Director: Kristian M. Gathright”): 30,246,188 for, 1,832,119 against, per its Form 8-K filed 2025-05-16 (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 50,894,945 outstanding shares: 59% for, 4% against (63% of the company cast a for/against vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (17,595,456 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,503,907 | 0 | 0 | 0 | For |
| Vanguard | 5,013,330 | 0 | 0 | 0 | For |
| Fidelity | 1,351,374 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 950,182 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 693,642 | 0 | 0 | 0 | For |
| Dimensional | 535,974 | 0 | 0 | 0 | For |
| Charles Schwab | 380,543 | 0 | 0 | 0 | For |
| Invesco | 276,383 | 0 | 0 | 0 | For |
| TIAA | 218,078 | 0 | 0 | 0 | For |
| Equitable | 138,022 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 133,014 | 0 | 0 | 0 | For |
| Northern Trust | 114,471 | 0 | 0 | 0 | For |
| JPMorgan | 114,212 | 0 | 0 | 0 | For |
| Nationwide | 102,159 | 0 | 0 | 0 | For |
| Jackson National | 85,583 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 84,341 | 0 | 0 | 0 | For |
| WisdomTree | 80,299 | 0 | 0 | 0 | For |
| Voya | 78,237 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 61,710 | 0 | 0 | 0 | For |
| BNY Mellon | 53,120 | 0 | 0 | 0 | For |
| Principal | 45,674 | 0 | 0 | 0 | For |
| Cambria ETF Trust | 45,255 | 0 | 0 | 0 | For |
| Prudential/PGIM | 40,587 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2025-05-15.
Combines 3 wordings of this item as funds reported it.
95% Passed · of votes cast
WHITESTONE REIT’s own tally for this item (“Proposal 4: 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”): 40,616,230 for, 2,297,809 against — passed, per its Form 8-K filed 2025-05-16 (Item 5.07). Of all 50,894,945 outstanding shares: 80% for, 5% against (84% of the company cast a for/against vote).
The 72 asset managers below cast 99.8% of the shares they voted on this item FOR (17,569,728 for, 25,728 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,503,907 | 0 | 0 | 0 | For |
| Vanguard | 5,013,330 | 0 | 0 | 0 | For |
| Fidelity | 1,351,374 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 950,182 | 0 | 0 | 0 | For |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 693,616 | 26 | 0 | 0 | For |
| Dimensional | 535,974 | 0 | 0 | 0 | For |
| Charles Schwab | 380,543 | 0 | 0 | 0 | For |
| Invesco | 276,383 | 0 | 0 | 0 | For |
| TIAA | 218,078 | 0 | 0 | 0 | For |
| Equitable | 138,022 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 133,014 | 0 | 0 | 0 | For |
| Northern Trust | 114,471 | 0 | 0 | 0 | For |
| JPMorgan | 114,212 | 0 | 0 | 0 | For |
| Nationwide | 102,159 | 0 | 0 | 0 | For |
| Jackson National | 85,583 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 84,341 | 0 | 0 | 0 | For |
| WisdomTree | 80,299 | 0 | 0 | 0 | For |
| Voya | 78,237 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 61,710 | 0 | 0 | 0 | For |
| BNY Mellon | 53,120 | 0 | 0 | 0 | For |
| Principal | 45,674 | 0 | 0 | 0 | For |
| Cambria ETF Trust | 45,255 | 0 | 0 | 0 | For |
| Prudential/PGIM | 40,587 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Meeting held 2025-05-15.
73% Passed · of votes cast
WHITESTONE REIT’s own tally for this item (“Proposal 2: Approval of First Amendment to the 2018 Long-Term Equity Incentive Plan The adoption of the Amendment to the Whitestone REIT 2018 Long-Term Equity Incentive Ownership Plan was ratified”): 23,505,565 for, 8,480,619 against — passed, per its Form 8-K filed 2025-05-16 (Item 5.07). Of all 50,894,945 outstanding shares: 46.2% for, 17% against (63% of the company cast a for/against vote).
The 69 asset managers below cast 86% of the shares they voted on this item FOR (15,191,958 for, 2,371,866 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,503,907 | 0 | 0 | 0 | For |
| Vanguard | 5,013,330 | 0 | 0 | 0 | For |
| Fidelity | 1,351,374 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 0 | 950,182 | 0 | 0 | Against |
| HIGHLAND GLOBAL ALLOCATION FUND | 875,255 | 0 | 0 | 0 | For |
| State Street | 693,279 | 363 | 0 | 0 | For |
| Dimensional | 0 | 535,974 | 0 | 0 | Against |
| Charles Schwab | 380,543 | 0 | 0 | 0 | For |
| Invesco | 276,383 | 0 | 0 | 0 | For |
| TIAA | 0 | 218,078 | 0 | 0 | Against |
| Equitable | 138,022 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 133,014 | 0 | 0 | 0 | For |
| Northern Trust | 114,471 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 114,212 | 0 | 0 | Against |
| Nationwide | 16,783 | 85,376 | 0 | 0 | Against |
| Jackson National | 85,583 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 84,341 | 0 | 0 | 0 | For |
| WisdomTree | 80,299 | 0 | 0 | 0 | For |
| Voya | 0 | 78,237 | 0 | 0 | Against |
| RBC FUNDS TRUST | 0 | 61,710 | 0 | 0 | Against |
| BNY Mellon | 53,120 | 0 | 0 | 0 | For |
| Principal | 0 | 45,674 | 0 | 0 | Against |
| Cambria ETF Trust | 45,255 | 0 | 0 | 0 | For |
| Prudential/PGIM | 40,587 | 0 | 0 | 0 | For |
| Lincoln Financial | 36,271 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Meeting held 2025-05-15.
92% Passed · of votes cast
WHITESTONE REIT’s own tally for this item (“Proposal 3: 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:”): 29,333,426 for, 2,622,879 against — passed, per its Form 8-K filed 2025-05-16 (Item 5.07). Of all 50,894,945 outstanding shares: 58% for, 5% against (63% of the company cast a for/against vote).
The 6 asset managers below cast 58% of the shares they voted on this item FOR (198,485 for, 144,369 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 166,792 | 0 | 0 | 0 | For |
| NORDEA INVESTMENT MANAGEMENT AB | 0 | 144,369 | 0 | 0 | Against |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
| FORUM FUNDS II | 19,376 | 0 | 0 | 0 | For |
| GuideStone | 9,817 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 2,500 | 0 | 0 | 0 | For |
Meeting held 2025-05-15.
73% Passed · of votes cast
WHITESTONE REIT’s own tally for this item (“Proposal 2: Approval of First Amendment to the 2018 Long-Term Equity Incentive Plan The adoption of the Amendment to the Whitestone REIT 2018 Long-Term Equity Incentive Ownership Plan was ratified”): 23,505,565 for, 8,480,619 against — passed, per its Form 8-K filed 2025-05-16 (Item 5.07). Of all 50,894,945 outstanding shares: 46.2% for, 17% against (63% of the company cast a for/against vote).
The 4 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 31,693 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 0 | 0 | 0 | 0 | Not Voted |
| FORUM FUNDS II | 0 | 19,376 | 0 | 0 | Against |
| GuideStone | 0 | 9,817 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 0 | 2,500 | 0 | 0 | Against |
Meeting held 2024-05-14 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
89% Passed · of votes cast
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 50,894,945 outstanding shares: 65% for, 8% against (73% of the company cast a for/against vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (4,262 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,262 | 0 | 0 | 0 | For |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Meeting held 2025-05-15.
Combines 2 wordings of this item as funds reported it.
92% Passed · of votes cast
WHITESTONE REIT’s own tally for this item (“Proposal 3: 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:”): 29,333,426 for, 2,622,879 against — passed, per its Form 8-K filed 2025-05-16 (Item 5.07). Of all 50,894,945 outstanding shares: 58% for, 5% against (63% of the company cast a for/against vote).
The 2 asset managers below cast 97% of the shares they voted on this item FOR (1,500 for, 43 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 1,500 | 0 | 0 | 0 | For |
| Focus Partners Wealth | 0 | 43 | 0 | 0 | Against |
Ranked by the number of WHITESTONE REIT shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 50,894,945 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 14.80% |
| 2 | Vanguard | 10.05% |
| 3 | State Street | 4.95% |
| 4 | Fidelity | 3.04% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.48% |
| 6 | First Eagle Investment Management, LLC | 2.12% |
| 7 | FIRST EAGLE FUNDS | 1.87% |
| 8 | HIGHLAND GLOBAL ALLOCATION FUND | 1.72% |
| 9 | NEXPOINT ASSET MANAGEMENT, L.P. | 1.72% |
| 10 | Charles Schwab | 1.61% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 16.28% | 13F |
| Vanguard Group | 10.35% | 13F |
| State Street | 3.72% | 13F |
| Geode Capital | 2.40% | 13F |
| Morgan Stanley | 1.62% | 13F |
| David K. Holeman | 1.45% | DEF14A |
| Dimensional Fund Advisors | 1.24% | 13F |
| Northern Trust | 1.17% | 13F |
| BNY Mellon | 0.90% | 13F |
| Charles Schwab | 0.84% | 13F |
Percentages above are of 50,894,945 shares outstanding, as reported by WHITESTONE REIT on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
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 2025-03-31. 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 2025-05-15, in the 2024-2025 proxy season, 249 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,980 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 — To approve, in an advisory (non- binding) vote, the compensation of our named executive… — the proposal passed with 92% 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 2025-05-16.
WHITESTONE REIT proxy season coverage: 2023-2024 · 2024-2025 (this page).