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Institutional accumulation: ownership increased +1.18% quarter-over-quarter.
Data as of Q1 2026
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How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 24%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $31M covers all $24M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2013-09-30 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~2.4% on $7M of debt. Interest last disclosed in FY2018 (no longer broken out).
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
2/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $62.9M 100.0% | $51.3M 100.0% | $44.7M 100.0% | $39.3M 100.0% | $31.1M 100.0% | $22.5M 100.0% | $25.3M 100.0% | $16.4M 100.0% | $45.4M 100.0% | — |
| Cost of Revenue | $48.1M 76.5% | $38.6M 75.3% | $33.0M 73.9% | $29.4M 74.7% | $24.6M 79.3% | $18.4M 82.0% | — | — | — | — |
| Gross Profit | — | — | — | — | — | — | — | -$431K -2.6% | $2.5M 5.6% | $2.9M |
| Selling, General & Admin | $2.5M 4.0% | $2.1M 4.0% | $2.3M 5.2% | $1.8M 4.5% | $1.3M 4.1% | $1.3M 5.8% | $1.5M 5.9% | $830K 5.0% | $5.3M 11.7% | $5.6M |
| Total Operating Expenses | $50.9M 81.0% | $41.0M 79.9% | $35.6M 79.5% | $31.4M 79.8% | $26.0M 83.7% | $19.8M 88.2% | — | — | — | — |
| Operating Income | $11.9M 19.0% | $10.3M 20.1% | $9.2M 20.5% | $8.0M 20.2% | $5.1M 16.3% | $2.7M 11.8% | $2.3M 9.0% | $293K 1.8% | -$4.8M -10.6% | -$6.9M |
| Interest Expense | — | — | — | — | — | — | — | $171K 1.0% | $41K 0.1% | $881K |
| Other Income (Expense), net | $141K 0.2% | $63K 0.1% | $79K 0.2% | $2K 0.0% | $6K 0.0% | $16K 0.1% | $225K 0.9% | $142K 0.9% | $66K 0.1% | $157K |
| Pretax Income | $12.9M 20.5% | $10.7M 20.9% | $8.2M 18.2% | $7.9M 20.0% | $4.8M 15.5% | $2.2M 9.6% | $2.0M 8.0% | $345K 2.1% | -$4.7M -10.4% | -$6.7M |
| Income Tax Expense | -$4.2M -6.6% | -$3.8M -7.5% | $368K 0.8% | $125K 0.3% | -$11.2M -36.1% | $25K 0.1% | $2K 0.0% | -$1.1M -6.5% | $38K 0.1% | $55K |
| Net Income | $17.1M 27.1% | $14.6M 28.4% | $7.8M 17.4% | $7.3M 18.7% | $13.6M 43.8% | $2.1M 9.3% | $893K 3.5% | -$4.4M -26.7% | -$5.0M -11.1% | -$9.0M |
| Per Share | ||||||||||
| EPS (Basic) | — | — | $0.81 | $1.05 | $1.66 | $0.26 | $0.13 | $-1.22 | $-1.21 | $-2.81 |
| EPS (Diluted) | — | — | $0.77 | $0.98 | $1.50 | $0.24 | $0.13 | $-1.22 | $-1.21 | $-2.81 |
| Weighted Avg Shares (Basic) | 10.1M | 9.8M | 9.6M | 9.0M | 8.2M | 8.1M | 6.6M | 3.7M | 3.4M | 3.3M |
| Weighted Avg Shares (Diluted) | 10.5M | 10.3M | 10.1M | 9.6M | 9.1M | 8.5M | 6.8M | 3.8M | 3.4M | 3.3M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Top 35 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 240 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELL | $161.8B | 167.1× | — | 14.9× | 35.6% | 40.1% | 8.9% | 2.3% | 1.6% | — | 1,425 |
| XHG | $130.2B | — | — | 2536.8× | 24.9% | 2.2% | -205% | 85.0% | 88.3% | — | 1 |
| PLD | $125.6B | 38.0× | — | 14.3× | 7.2% | — | 37.9% | 6.3% | 3.8% | — | 1,592 |
| EQIX | $100.8B | 74.6× | 25.7× | 10.9× | 5.4% | 51.1% | 14.6% | 9.5% | 8.7% | 0.3× | 1,229 |
| AMT | $81.9B | 32.5× | 14.1× | 7.7× | 5.1% | — | 24.7% | 72.0% | 37.3% | 0.6× | 1,662 |
| SPG | $66.7B | 14.4× | — | 10.5× | 6.7% | — | 84.3% | 103% | 15.9% | — | 1,242 |
| O | $53.5B | 49.0× | — | 9.3× | 9.1% | — | 18.4% | 2.7% | 2.7% | — | 1,389 |
| PSA | $52.8B | 33.4× | — | 10.9× | 2.7% | — | 37.0% | 19.3% | 9.1% | — | 1,045 |
| VTR | $41.7B | 162.4× | — | 7.1× | 18.5% | — | 4.5% | 2.1% | 1.0% | — | 891 |
| CBRE | $41.2B | 36.2× | — | 1.0× | 13.4% | 18.7% | 2.9% | 13.0% | 7.1% | — | 1,020 |
| IRM | $33.7B | 232.7× | 22.9× | 4.9× | 12.2% | — | 2.2% | -15.5% | 1.0% | 7.5× | 1,043 |
| EXR | $29.4B | 30.3× | 13.7× | 8.7× | 3.7% | 72.8% | 28.8% | 7.3% | 7.3% | — | 722 |
| AVB | $26.6B | 25.6× | 12.2× | 8.7× | 4.4% | — | 34.7% | 9.1% | 5.0% | 3.2× | 715 |
| VICI | $25.8B | 9.2× | — | 6.4× | 4.1% | 99.3% | 69.3% | 10.0% | 6.2% | — | 898 |
| EQR | $25.6B | 23.0× | — | — | — | — | — | 10.1% | 5.8% | — | 681 |
| SBAC | $19.1B | 18.5× | 21.6× | 6.8× | 5.1% | 75.5% | 37.4% | -21.7% | 13.1% | 8.7× | 636 |
| BEKE | $17.6B | 133.3× | 37.9× | 1.3× | 5.6% | 21.4% | 3.2% | 4.5% | 4.5% | — | 197 |
| ESS | $17.5B | 26.0× | 11.5× | 9.3× | 6.4% | 69.9% | 37.2% | 12.7% | 12.7% | — | 582 |
| INVH | $16.6B | 28.3× | — | 6.1× | 4.2% | — | 21.5% | 6.2% | 3.3% | — | 560 |
| JLL | $15.8B | 20.5× | 11.8× | 0.6× | 11.4% | — | 3.0% | 10.6% | 10.4% | 0.1× | 615 |
| WY | $15.6B | 48.1× | 16.7× | 2.3× | -3.1% | 14.8% | 4.7% | 3.4% | 2.2% | 4.5× | 868 |
| KIM | $15.2B | — | 16.3× | 7.1× | 5.1% | — | 27.3% | 5.6% | 3.2% | 5.5× | 633 |
| NLY | $15.1B | 7.3× | — | — | — | — | — | 12.6% | 12.6% | — | 743 |
| HST | $15.1B | 19.9× | — | 2.5× | 7.6% | — | 12.5% | 11.7% | 9.8% | — | 656 |
| LAMR | $14.9B | 25.4× | — | 6.6× | 2.7% | 67.0% | 25.9% | 57.3% | 13.2% | — | 655 |
| CHCI | $204M | — | 14.1× | 3.3× | 22.6% | 23.5% | 27.1% | 24.4% | 24.4% | — | 34 |
Peers = companies sharing CHCI's sector (Real Estate) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 14-yr range · 85th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | — | 82.0 | 79.3 | 74.7 | 73.9 | 75.3 | 76.5 |
| Gross Profit | -2.6 | — | — | — | — | — | — | — |
| SG&A | 5.0 | 5.9 | 5.8 | 4.1 | 4.5 | 5.2 | 4.0 | 4.0 |
| Operating Income | 1.8 | 9.0 | 11.8 | 16.3 | 20.2 | 20.5 | 20.1 | 19.0 |
| Income Tax | -6.5 | 0.0 | 0.1 | -36.1 | 0.3 | 0.8 | -7.5 | -6.6 |
| Net Income | -26.7 | 3.5 | 9.3 | 43.8 | 18.7 | 17.4 | 28.4 | 27.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CHCI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.