Termination of a Material Definitive Agreement. Concurrently with the closing of the Mergers, the Company repaid all outstanding obligations due under that certain Fourth Amended and Restated Credit Agreement (the “A&R Credit Agreement”), dated September 19, 2025, by and among the Operating Partnership, the guarantors from time to time parties thereto, the several financial institutions from time to time party thereto and Bank of Montreal, as administrative agent, and terminated the A&R Credi…

Completion of Acquisition or Disposition of Assets. As described above, pursuant to the terms of the Merger Agreement, the Partnership Merger was completed, with Merger OP being merged with and into the Operating Partnership at the Partnership Merger Effective Time and the Operating Partnership surviving the Partnership Merger as a wholly owned subsidiary of the Company. At the Partnership Merger Effective Time, each outstanding OP unit of partnership interest (a “Partnership OP Unit”), other…

Changes in Control of Registrant. As a result of the consummation of the Company Merger, a change of control of the Company occurred, and the Company merged with and into Merger Sub, the separate existence of the Company ceased, and Merger Sub survived as a wholly owned subsidiary of Parent. The information set forth in the Introductory Note, Item 2.01, Item 3.01, Item 5.02, and

Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. In connection with the completion of the Mergers, on July 14, 2026, the Company (i) notified the New York Stock Exchange (“NYSE”) that the Mergers were completed and (ii) submitted a request to NYSE for NYSE to cease trading of the Company Common Shares on NYSE, to suspend the listing of the Company Common Shares and to file with the SEC an application on Form 25 to delist the Company Common S…

Director — Amy S. Feng, Julia B. Buthman, Kristian M. Gathright, David K. Holeman, Jeffrey A. Jones, Donald A. Miller: The departures were due to the Merger Agreement and not a result of any disagreements.

Material Modifications to Rights of Security Holders. The information set forth in the Introductory Note, Item 2.01, Item 3.01, Item 5.01, and

Other Events. As previously disclosed, on April 8, 2026, Whitestone REIT, a Maryland real estate investment trust (“Whitestone” or the “Company”), Whitestone REIT Operating Partnership, L.P. (the “Operating Partnership”), AREG Wizard Parent LP (“Parent”), AREG Wizard Intermediate LP (“Merger Sub”), and AREG Wizard Operating Partnership LP (“Merger OP”), entered into an Agreement and Plan of Merger (as may be amended, modified or supplemented from time to time, the “Merger Agreement”). Pursuan…

Entry into a Material Definitive Agreement. Merger Agreement Transaction Structure; Transaction Consideration On April 8, 2026, Whitestone REIT (the “Company” or “Whitestone”), Whitestone REIT Operating Partnership, L.P. (the “Operating Partnership” and, together with the Company, the “Company Parties”), AREG Wizard Parent LP (“Parent”), AREG Wizard Intermediate LP (“Merger Sub”), and AREG Wizard Operating Partnership LP (“Merger OP” and, collectively with Parent and Merger Sub, the “Parent P…

Other Events. Indemnification Agreement On April 8, 2026, in connection with the execution of the Merger Agreement, the Board approved a new standard form of indemnification agreement (the “Indemnification Agreement”), and the Company entered into such with each of its trustees and executive officers. The Indemnification Agreement provides, among other things, that the Company will indemnify the trustees and executive officers, under the circumstances and to the extent provided for therein, f…

Results of Operations and Financial Condition. On February 25, 2026, Whitestone REIT (the “Company”) announced its financial results for the three and twelve months ended December 31, 2025. A copy of the Company’s February 25, 2026 press release is furnished as Exhibit 99.1 to this current report on Form 8-K. A copy of the Company’s Quarterly Operating and Financial Supplemental Package is furnished as Exhibit 99.2 to this current report on Form 8-K. The information contained in this current…

Other Events. Common Share Repurchase Program On December 18, 2025, the Board of Trustees of Whitestone REIT (the “Company”) authorized a share repurchase program pursuant to which the Company may repurchase up to an aggregate of $50,000,000 of its outstanding common shares through May 20, 2028. Repurchases under the share repurchase program may be made from time to time in the open market, in privately negotiated purchases, in accelerated share repurchase programs or by any other lawful mean…

of this Form 8-K, as well as Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Forward-Looking Statements This Current Report on Form 8-K contains forward-…

Results of Operations and Financial Condition. On October 29, 2025, Whitestone REIT (the “Company”) announced its financial results for the three and nine months ended September 30, 2025. A copy of the Company’s October 29, 2025 press release is furnished as Exhibit 99.1 to this current report on Form 8-K. A copy of the Company’s Quarterly Operating and Financial Supplemental Package is furnished as Exhibit 99.2 to this current report on Form 8-K. The information contained in this current rep…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information provided in

Entry into a Material Definitive Agreement On September 19, 2025, Whitestone REIT (the “Company”), through its operating partnership, Whitestone REIT Operating Partnership, L.P. (the “Operating Partnership”), entered into an unsecured credit facility (the “2025 Facility”) pursuant to that certain Fourth Amended and Restated Credit Agreement (the “A&R Credit Agreement”), dated September 19, 2025, by and among the Operating Partnership, the Guarantors from time to time parties thereto, the seve…

Other Events. On September 16, 2025, Whitestone REIT (the “Company”) and Whitestone REIT Operating Partnership, L.P. entered into equity distribution agreements (individually, an “Equity Distribution Agreement” and together, the “Equity Distribution Agreements”) with each of BMO Capital Markets Corp., Barclays Capital Inc., BofA Securities, Inc., BTIG, LLC, Capital One Securities, Inc., Citizens JMP Securities, LLC, Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, KeyBanc Capital Marke…

Results of Operations and Financial Condition. On July 30, 2025, Whitestone REIT (the “Company”) announced its financial results for the three and six months ended June 30, 2025. A copy of the Company’s July 30, 2025 press release is furnished as Exhibit 99.1 to this current report on Form 8-K. A copy of the Company’s Quarterly Operating and Financial Supplemental Package is furnished as Exhibit 99.2 to this current report on Form 8-K. The information contained in this current report on Form…

Changes in Registrant ’ s Certifying Accountant. On July 21, 2025, Whitestone REIT (the “Company”) was notified that Pannell Kerr Forster of Texas, P.C. (“PKF”), the Company’s independent registered public accounting firm, entered into a transaction with Withum Smith+Brown, PC (“Withum”) pursuant to which certain of the professional staff and partners of PKF joined Withum due to the acquisition of certain assets of PKF by Withum. On July 21, 2025, PKF resigned as the auditors of the Company,…

Results of Operations and Financial Condition. On April 30, 2025, Whitestone REIT (the “Company”) announced its financial results for the three months ended March 31, 2025. A copy of the Company’s April 30, 2025 press release is furnished as Exhibit 99.1 to this current report on Form 8-K. A copy of the Company’s Quarterly Operating and Financial Supplemental Package is furnished as Exhibit 99.2 to this current report on Form 8-K. The information contained in this current report on Form 8-K,…

Results of Operations and Financial Condition. On March 3, 2025, Whitestone REIT (the “Company”) announced its financial results for the three and twelve months ended December 31, 2024. A copy of the Company’s March 3, 2025 press release is furnished as Exhibit 99.1 to this current report on Form 8-K. A copy of the Company’s Quarterly Operating and Financial Supplemental Package is furnished as Exhibit 99.2 to this current report on Form 8-K. The information contained in this current report o…

Director — Kristian M. Gathright: The filing announces the appointment of two new directors and the concurrent departure of two others, which constitutes a routine board refreshment rather than the loss of a senior executive officer.

Results of Operations and Financial Condition. On October 30, 2024, Whitestone REIT (the “Company”) announced its financial results for the three and nine months ended September 30, 2024. A copy of the Company’s October 30, 2024 press release is furnished as Exhibit 99.1 to this current report on Form 8-K. A copy of the Company’s Quarterly Operating and Financial Supplemental Package is furnished as Exhibit 99.2 to this current report on Form 8-K. The information contained in this current rep…

Entry into a Material Definitive Agreement On October 7, 2024, Whitestone REIT, operating through its subsidiary Whitestone REIT Operating Partnership, L.P. (the “Borrower”), entered into the First Amendment to Third Amended and Restated Credit Agreement and Incremental Term Loan Joinder (the “Amendment”) among the Borrower, certain subsidiaries of the Borrower, as guarantors signatory thereto, Bank of Montreal, as administrative agent for the lenders (in such capacity, the “Agent”) and L/C I…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Agreement of a Registrant. The disclosure contained in

Results of Operations and Financial Condition. On July 31, 2024, Whitestone REIT (the “Company”) announced its financial results for the three and six months ended June 30, 2024. A copy of the Company’s July 31, 2024 press release is furnished as Exhibit 99.1 to this current report on Form 8-K. A copy of the Company’s Quarterly Operating and Financial Supplemental Package is furnished as Exhibit 99.2 to this current report on Form 8-K. The information contained in this current report on Form…