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Strong institutional distribution: ownership decreased -87.29% quarter-over-quarter.
Data as of Q1 2026
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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.
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.
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 |
| PCH | — | — | — | — | 3.7% | 11.0% | 2.1% | 1.1% | 0.7% | 7.1× | 2 |
Peers = companies sharing PCH'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.
How a revenue dollar becomes profit — FY2024
Each value shows its share of revenue below it (common-size).
| Line Item | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.06B 100.0% | $1.02B 100.0% | $1.33B 100.0% | $1.34B 100.0% | $1.04B 100.0% | $827.1M 100.0% | $974.6M 100.0% | $678.6M 100.0% | $599.1M 100.0% | $575.3M 100.0% |
| Cost of Revenue | $945.7M 89.0% | $899.6M 87.8% | $806.8M 60.6% | $715.8M 53.5% | $687.8M 66.1% | $682.1M 82.5% | $707.6M 72.6% | $469.4M 69.2% | $460.6M 76.9% | $470.0M 81.7% |
| Cost of Products | — | — | — | — | — | — | — | $470.4M 69.3% | $462.3M 77.2% | $470.0M 81.7% |
| Selling, General & Admin | $83.2M 7.8% | $75.7M 7.4% | $76.5M 5.7% | $73.4M 5.5% | $72.5M 7.0% | $57.9M 7.0% | $59.9M 6.1% | $50.0M 7.4% | $44.3M 7.4% | $46.4M 8.1% |
| Total Operating Expenses | $1.03B 96.9% | $938.3M 91.6% | $881.7M 66.3% | $785.9M 58.8% | $760.3M 73.0% | $730.8M 88.4% | $789.6M 81.0% | $526.7M 77.6% | $554.4M 92.5% | $516.4M 89.8% |
| Operating Income | $33.2M 3.1% | $85.8M 8.4% | $449.1M 33.7% | $551.5M 41.2% | $280.6M 27.0% | $96.3M 11.6% | $185.0M 19.0% | $151.9M 22.4% | $44.7M 7.5% | $58.9M 10.2% |
| Other Income (Expense), net | $3.1M 0.3% | $1.3M 0.1% | -$67K -0.0% | $0 0.0% | $0 0.0% | — | — | — | — | — |
| Pretax Income | $8.2M 0.8% | $61.9M 6.0% | $399.3M 30.0% | $509.0M 38.1% | $194.0M 18.6% | $56.7M 6.9% | $142.1M 14.6% | $118.5M 17.5% | $6.6M 1.1% | $26.1M 4.5% |
| Income Tax Expense | -$13.7M -1.3% | -$216K -0.0% | $65.4M 4.9% | $85.2M 6.4% | $27.1M 2.6% | $1.0M 0.1% | $19.2M 2.0% | $32.0M 4.7% | -$4.3M -0.7% | -$5.6M -1.0% |
| Net Income | $21.9M 2.1% | $62.1M 6.1% | $333.9M 25.1% | $423.9M 31.7% | $166.8M 16.0% | $55.7M 6.7% | $122.9M 12.6% | $86.5M 12.7% | $10.9M 1.8% | $31.7M 5.5% |
| Per Share | ||||||||||
| EPS (Basic) | $0.28 | $0.78 | $4.59 | $6.29 | $2.48 | $0.82 | $2.03 | $2.12 | $0.27 | $0.78 |
| EPS (Diluted) | $0.28 | $0.77 | $4.58 | $6.26 | $2.47 | $0.82 | $1.99 | $2.10 | $0.27 | $0.77 |
| Weighted Avg Shares (Basic) | 79.2M | 80.0M | 72.7M | 67.4M | 67.2M | 67.6M | 60.5M | 40.8M | 40.8M | 40.8M |
| Weighted Avg Shares (Diluted) | 79.3M | 80.2M | 72.9M | 67.7M | 67.6M | 67.7M | 61.8M | 41.2M | 41.0M | 41.0M |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81 · book equity (no price)
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable; leverage rising year-over-year.
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.
The dividend exceeds free cash flow (155%) — funded from the balance sheet or debt, a red flag if it persists. Last year: $142M dividends + $35M buybacks = $177M returned on $92M FCF.
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.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 1%. 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 $152M covers the $100M due within a year 1.5× over. Scheduled principal only (excludes interest & revolver draws). As of 2024-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash of $152M fully covers short-term debt of $100M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
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.
No current price collected.
Where each multiple sits in its own 13-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 13-yr history.
Is the profit real, and how strong is the balance sheet?
FY2024 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 69.2 | 72.6 | 82.5 | 66.1 | 53.5 | 60.6 | 87.8 | 89.0 |
| SG&A | 7.4 | 6.1 | 7.0 | 7.0 | 5.5 | 5.7 | 7.4 | 7.8 |
| Operating Income | 22.4 | 19.0 | 11.6 | 27.0 | 41.2 | 33.7 | 8.4 | 3.1 |
| Income Tax | 4.7 | 2.0 | 0.1 | 2.6 | 6.4 | 4.9 | -0.0 | -1.3 |
| Net Income | 12.7 | 12.6 | 6.7 | 16.0 | 31.7 | 25.1 | 6.1 | 2.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on PCH: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Top 2 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