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Held by 180 of 5,944 reporting institutions (91th percentile) — extremely crowded.
Data as of Q1 2026
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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.
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 |
| SITC | $154M | 0.9× | — | 1.2× | -55.4% | — | 144% | 53.1% | 53.1% | — | 180 |
Peers = companies sharing SITC'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.
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 | $123.6M 100.0% | $277.5M 100.0% | $452.6M 100.0% | $479.2M 100.0% | $532.9M 100.0% | $460.3M 100.0% | $508.0M 100.0% | $707.3M 100.0% | $921.6M 100.0% | $1.01B 100.0% |
| Selling, General & Admin | $39.8M 32.2% | $55.2M 19.9% | $61.7M 13.6% | $46.6M 9.7% | $55.1M 10.3% | $52.9M 11.5% | $58.4M 11.5% | $61.6M 8.7% | $77.0M 8.4% | $61.1M 6.1% |
| Total Operating Expenses | $239.3M 193.5% | $310.7M 112.0% | $375.3M 82.9% | $380.7M 79.4% | $400.9M 75.2% | $367.2M 79.8% | $366.5M 72.1% | $581.9M 82.3% | $1.03B 112.1% | $853.6M 84.9% |
| Operating Income | — | — | — | — | — | $321.9M 69.9% | $368.3M 72.5% | $499.3M 70.6% | $657.8M 71.4% | $713.7M 71.0% |
| Interest Expense | $15.3M 12.4% | $59.5M 21.4% | $82.0M 18.1% | $77.7M 16.2% | $76.4M 14.3% | $77.6M 16.9% | $84.7M 16.7% | $141.3M 20.0% | $188.6M 20.5% | $217.6M 21.6% |
| Interest & Investment Income | $3.8M 3.1% | $31.6M 11.4% | $4.3M 1.0% | $0 0.0% | $0 0.0% | $11.9M 2.6% | $18.0M 3.5% | $20.4M 2.9% | $28.4M 3.1% | $37.1M 3.7% |
| Other Income (Expense), net | -$25.7M -20.8% | -$76.2M -27.5% | -$74.9M -16.6% | -$78.6M -16.4% | -$77.6M -14.6% | -$84.1M -18.3% | -$66.4M -13.1% | -$231.8M -32.8% | -$228.3M -24.8% | -$177.2M -17.6% |
| Pretax Income | $177.6M 143.7% | $526.5M 189.8% | $231.4M 51.1% | $140.0M 29.2% | $127.0M 23.8% | $37.7M 8.2% | $102.5M 20.2% | $117.0M 16.5% | -$230.7M -25.0% | $63.0M 6.3% |
| Income Tax Expense | -$226K -0.2% | $761K 0.3% | $2.0M 0.5% | $816K 0.2% | $1.6M 0.3% | $1.1M 0.2% | $659K 0.1% | $862K 0.1% | $12.4M 1.3% | $1.8M 0.2% |
| Net Income | $177.9M 143.8% | $531.8M 191.7% | $265.7M 58.7% | $168.7M 35.2% | $124.9M 23.4% | $35.7M 7.8% | $100.7M 19.8% | $114.4M 16.2% | -$241.7M -26.2% | $60.0M 6.0% |
| Per Share | ||||||||||
| EPS (Basic) | $3.36 | $9.81 | $4.85 | $2.95 | $0.51 | $0.08 | $0.33 | $0.43 | $-1.48 | $0.20 |
| EPS (Diluted) | $3.36 | $9.77 | $4.85 | $2.94 | $0.51 | $0.08 | $0.33 | $0.43 | $-1.48 | $0.20 |
| Weighted Avg Shares (Basic) | 52.4M | 52.4M | 52.4M | 53.3M | 208.0M | 193.3M | 183.0M | 184.5M | 183.7M | 182.6M |
| Weighted Avg Shares (Diluted) | 52.4M | 52.6M | 52.4M | 53.5M | 209.1M | 193.8M | 183.3M | 184.5M | 183.7M | 182.8M |
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.
4/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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.
Free-cash-flow coverage unavailable. Last year: $356M dividends + $0 buybacks = $356M returned.
4 consecutive years of dividend increases · 17%/yr.
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).
Insufficient data. Current ROIC on all capital: 53%. 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 $119M covers the $36M due within a year 3.3× over. Scheduled principal only (excludes interest & revolver draws). As of 2021-12-31 (10-K).
Insufficient EBITDA/debt history.
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 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.
EOD close · as of 2026-09-17
Nothing notable to watch.
Where each multiple sits in its own 14-yr range · 53th 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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 8.7 | 11.5 | 11.5 | 10.3 | 9.7 | 13.6 | 19.9 | 32.2 |
| Operating Income | 70.6 | 72.5 | 69.9 | — | — | — | — | — |
| Income Tax | 0.1 | 0.1 | 0.2 | 0.3 | 0.2 | 0.5 | 0.3 | -0.2 |
| Net Income | 16.2 | 19.8 | 7.8 | 23.4 | 35.2 | 58.7 | 191.7 | 143.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SITC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Top 40 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