The takeaway
Whitestone REIT shows a moderate seasonal pattern over 10 years of data — strongest in June (+3.7%) and softest in September (−1.5%).
Right now
In July, the stock has risen 80% of years, averaging +2.9%, about +0.7 pts better than the S&P 500.
The full picture
Whitestone REIT's most dependable month has been June, higher in 8 of 10 years; September has been its least reliable, up just 40% of the time.
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Month by month
The stock's clearest edge over the S&P 500 lands in November (+4.5 pts); it has trailed the market most in March (−4.5 pts).
“vs S&P” is Whitestone REIT’s average for a month minus the S&P 500’s average for that same month — isolating Whitestone REIT’s own seasonal edge from broad market drift.
Reality check
Over the last 5 years, June has closed higher 60% of the time versus 80% across the last 10 years — the pattern is weakening.
Figures are the typical (median) June return and how often it rose — the last 5 years versus the last 10(the heatmap’s default window). This verdict stays anchored to that 10-year window even if you zoom the chart, so it never disagrees with the badges above.
In plain English
This is a stock you can almost set a calendar by, and June is the anchor — it has closed higher in 8 of 10 Junes, the steadiest beat on its year.
A typical June brings +2.6%, a shade under the +3.7% average. Better still, that strength is the stock's own and not just a buoyant market — June has outpaced the S&P 500 by +3.5 points on average. Few peers keep such company in June — the typical stock clears it just 52% of the time.
June anchors a run, too: the May-through-July window has been the stock's reliable season. At the other end of the calendar, September has been the soft spot — the weakest of 2 months that average a loss (−1.5%), and the edge isn't year-round — the stock has trailed the S&P 500 in March, September, and May. Its roughest month on record was a −50.2% March in 2020 — a reminder of how hard even a seasonal name can fall.
The pattern has softened of late, June's last five years slipping below its longer-run record.
For a stock this dependable in June, the sharper question is the rest of the year — outside its strong stretch, the calendar gives far less to lean on.
Short answers on the stock's best month (June), its worst (September), and whether it really trades seasonally.
Yes, to a moderate degree. Since 2016 its best month (June, +3.7%) has run well ahead of its worst (September, −1.5%) — the heatmap above shows how steady that gap has been year to year.
June has been the strongest, averaging +3.7% and closing higher in 8 of 10 years since 2016.
It's the weakest, averaging −1.5% — historically a soft spot, though it still varies from year to year.
Explore
These names have the strongest July track records on record — a starting point for comparison.
Before you trade