QSM Asset Management Ltd Raises Stock Holdings in Mohawk Industries, Inc. $MHK
QSM Asset Management Ltd significantly increased its stake in Mohawk Industries (NYSE:MHK) by 33.4% in the fourth quarter, making it its seventh-largest holding. This comes as Mohawk Industries exceeded Q4 earnings and revenue expectations, despite recent insider selling. The company currently holds an average "Hold" rating from analysts with a price target of $137.64.
VICI Properties Inc Stock: Strategic Canadian Expansion and Steady Dividend Growth in Experiential R
VICI Properties Inc (VICI) has strategically expanded its portfolio with a $144.4 million sale-leaseback of Canadian gaming assets, reinforcing its position as a leading experiential REIT. Despite trading near 52-week lows, the company maintains a robust dividend yield of 6.76%, marking eight consecutive years of increases, which appeals to income-focused investors. The article highlights VICI's strong balance sheet, diversified portfolio beyond gaming, and upcoming Q1 2026 results as key factors for North American investors.
American Tower Corporation $AMT Shares Sold by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG significantly reduced its stake in American Tower Corporation (AMT) by 23.3% in Q4 2025, selling over 28,000 shares. While a COO sold a large block of shares, a director made a substantial purchase. American Tower missed EPS estimates but saw a 7.5% revenue increase and raised its quarterly dividend to $1.79 per share.
Prologis, Inc. $PLD Stock Position Reduced by Retirement Systems of Alabama
Retirement Systems of Alabama reduced its stake in Prologis, Inc. by 0.9% in Q4, selling 9,444 shares and ending the quarter with over 1 million shares valued at $139.48 million. Despite this reduction, analysts maintain a broadly positive outlook on the stock, with an average price target of $137.20 and several recent upgrades. The company also increased its quarterly dividend to $1.07, resulting in a 3.3% yield.
Retirement Systems of Alabama Has $46.63 Million Holdings in Simon Property Group, Inc. $SPG
Retirement Systems of Alabama increased its stake in Simon Property Group (SPG) by 3.1% to 251,892 shares, valued at $46.63 million. Institutional investors collectively own over 93% of the company. Simon Property Group also announced a $2.00 billion share buyback program and declared a quarterly dividend of $2.20 per share.
Polianta Ltd Acquires Shares of 13,700 Builders FirstSource, Inc. $BLDR
Polianta Ltd has acquired 13,700 shares of Builders FirstSource, Inc. (NYSE: BLDR) in Q4, valued at approximately $1.41 million. This comes as Builders FirstSource reported a miss on Q4 EPS, with revenue down 12.1% year-over-year. Despite a consensus "Hold" rating from analysts, director Paul S. Levy recently bought 50,000 additional shares, increasing his stake significantly.
FRP Holdings Inc Stock: Real Estate Investment Strategies and Long-Term Value for North American Investors
FRP Holdings Inc (FRPH) is a NASDAQ-listed real estate investment and development company focused on industrial, multifamily, office, and retail properties across the U.S., particularly in the Southeast and Mid-Atlantic. This analysis highlights its business model of value-add investments and long-term asset management, along with its financial fundamentals, competitive advantages, and growth strategies. The company, a non-REIT, offers North American investors diversification and exposure to regional U.S. growth, appealing to those seeking appreciation over immediate income, with low volatility but also with development-related risks.
News | Brookfield buys Madrid multifamily portfolio from Blackstone for €1.2 billion
Brookfield Asset Management has acquired Blackstone's entire Fidere residential portfolio in Spain for €1.2 billion. This transaction represents the largest multifamily deal in Spain since the great financial crisis and is the first real estate trade exceeding €1 billion since the recent Iran war began. The news is exclusively available to CoStar subscribers.
SG Americas Securities LLC Purchases 466,261 Shares of Geo Group Inc (The) $GEO
SG Americas Securities LLC significantly increased its stake in The GEO Group by 1,250.5% in the fourth quarter, acquiring an additional 466,261 shares. This brings their total holdings to 503,546 shares, valued at approximately $8.12 million and representing 0.36% of the company. The GEO Group reported Q4 EPS in line with estimates and strong revenue growth, and institutional investors now own about 76.1% of the stock.
Everus (ECG) Price Target Raised on Record Backlog Growth
Freedom Capital Markets and Cantor Fitzgerald have both raised their price targets for Everus Construction Group Inc. (NYSE:ECG) following strong financial results and a record backlog. Everus reported earnings and revenue that exceeded forecasts, alongside favorable underlying end-market conditions, particularly in data centers, transmission, and distribution. The company is a recent spin-off that hedge funds are increasingly investing in.
Boston Common Asset Management LLC Reduces Position in Digital Realty Trust, Inc. $DLR
Boston Common Asset Management LLC significantly reduced its stake in Digital Realty Trust (DLR) by 64.4% in the fourth quarter, selling 49,148 shares and retaining 27,172 shares valued at approximately $4.20 million. Despite this, Digital Realty Trust surpassed Q4 earnings expectations, raised its FY2026 guidance, and holds a "Moderate Buy" consensus rating from analysts with a target price of $194.68. The company also declared a quarterly dividend of $1.22 per share, indicating an annual yield of about 2.8%, though its payout ratio is high at 135.6%.
Brookstone Capital Management Has $19.57 Million Stake in Iron Mountain Incorporated $IRM
Brookstone Capital Management significantly increased its stake in Iron Mountain Incorporated (IRM) by 13.7% in Q4, now holding 235,933 shares valued at approximately $19.57 million. Despite this, company insiders, including CEO William L. Meaney, have been net sellers of the stock, totaling over $47 million in sales. Iron Mountain also declared a quarterly dividend of $0.864, offering a 3.5% yield, while analysts maintain a "Moderate Buy" rating for the company.
Exchange Traded Concepts LLC Raises Stock Position in Extra Space Storage Inc $EXR
Exchange Traded Concepts LLC significantly increased its stake in Extra Space Storage Inc. (NYSE:EXR) by 4,464% in the fourth quarter of the previous year, now holding 44,864 shares valued at approximately $5.84 million. The company reported strong Q4 earnings, beating analyst expectations with $2.08 EPS and $857.5 million in revenue, and announced a quarterly dividend of $1.62 per share. Institutional investors now own about 99.11% of the stock, while the CEO recently reduced his holdings by 10.14%.
Exchange Traded Concepts LLC Acquires 17,462 Shares of AvalonBay Communities, Inc. $AVB
Exchange Traded Concepts LLC significantly increased its stake in AvalonBay Communities, Inc. by 682.4% in the fourth quarter, purchasing 17,462 shares to reach a total of 20,021 shares valued at approximately $3.63 million. AvalonBay Communities recently announced an increased quarterly dividend of $1.78 per share, setting an annualized dividend of $7.12 and yielding 4.4%. Despite a consensus "Hold" rating from analysts with a price target of $198.44, the stock is currently trading near its 52-week low of $160.35, with a market capitalization of around $22.6 billion.
Equinix, Inc. $EQIX Shares Bought by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC significantly increased its stake in Equinix, Inc. (NASDAQ:EQIX) by 32.8% during the fourth quarter, now holding 6,217 shares valued at approximately $4.76 million. Despite missing quarterly earnings and revenue expectations, Equinix saw its stock open at $964.05, and analysts maintain a "Moderate Buy" consensus with an average target price of $1,015.05. The company also raised its quarterly dividend to $5.16 per share, annualized at $20.64, yielding about 2.1%.
Bear of the Day: Pool Corp (POOL)
Pool Corp (POOL) has been designated "Bear of the Day" due to a significant decline in its stock value, driven by weakened demand for new pool construction amidst a sluggish housing market and high interest rates. The company is facing challenges with elevated inventory levels, declining revenue and earnings, and disappointing earnings guidance, despite a stable recurring maintenance revenue base. Analysts have also lowered future EPS estimates, intensifying investor concerns.
Exchange Traded Concepts LLC Increases Stake in Camden Property Trust $CPT
Exchange Traded Concepts LLC significantly increased its stake in Camden Property Trust (NYSE:CPT) by 2,536% in Q4, now holding 40,726 shares valued at approximately $4.48 million. Camden Property Trust has announced a raised quarterly dividend of $1.06 per share (4.3% yield) with an ex-dividend date of March 31st, and its board approved a $600 million share repurchase program. Despite analysts' "Hold" ratings and some insider selling, institutional ownership remains high at 97.22%.
Exchange Traded Concepts LLC Takes Position in Americold Realty Trust Inc. $COLD
Exchange Traded Concepts LLC has acquired a new stake of 335,262 shares in Americold Realty Trust Inc. ($COLD), valued at approximately $4.31 million. This move is part of broader institutional activity, including Goldman Sachs boosting its stake, with institutional investors now owning about 98.14% of the stock. Despite a recent earnings miss and lower-than-consensus FY2026 guidance, the company has declared a quarterly dividend of $0.23, offering a significant annualized yield of 8.0%.
Blackstone sells Fidere residential portfolio to Brookfield for $1.2 billion
Blackstone has sold its entire Fidere residential portfolio in Spain to Brookfield Asset Management for a gross purchase price of 1.2 billion euros ($1.4 billion). This transaction, valued at a net 1.05 billion euros, marks the largest multifamily transaction in Spain since the 2007-2009 financial crisis, excluding Blackstone's acquisition of Testa Homes. Fidere's portfolio comprises approximately 5,000 housing units across 47 residential buildings in Madrid.
Morgan Stanley upgrades Highwoods Properties stock rating to Equalweight
Morgan Stanley has upgraded Highwoods Properties Inc. (NYSE:HIW) to Equalweight from Underweight, while lowering its price target to $23.00. The upgrade reflects the firm's view that the stock's significant multiple contraction has already occurred, and the prior underweight thesis has played out. Key headwinds such as occupancy, dividend risk, and capital recycling are now considered reflected in the share price, with a potential dividend cut seen as a positive catalyst.
Vulcan Materials Company $VMC Shares Sold by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC reduced its stake in Vulcan Materials Company (NYSE:VMC) by 12.6% in the fourth quarter, selling 239,047 shares but still retaining a significant holding valued at $483.13 million. This comes as Vulcan Materials missed Q4 earnings and revenue expectations, though analysts maintain a "Moderate Buy" consensus rating with an average price target of $326.29. The company recently increased its quarterly dividend and institutional investors collectively own 90.39% of the stock.
Allspring Global Investments Holdings LLC Reduces Stock Position in Quanta Services, Inc. $PWR
Allspring Global Investments Holdings LLC reduced its stake in Quanta Services, Inc. by 7.6% in the fourth quarter, selling 35,056 shares but still owning a significant 423,242 shares valued at $186.1 million. Despite this reduction, Quanta Services reported strong financial results, beating quarterly estimates with an EPS of $3.16 and revenue of $7.84 billion, and has a "Moderate Buy" consensus rating from analysts with an average target price of $589.86. The company also declared a quarterly dividend of $0.11 per share.
Assenagon Asset Management S.A. Sells 20,341 Shares of Digital Realty Trust, Inc. $DLR
Assenagon Asset Management S.A. significantly reduced its stake in Digital Realty Trust, Inc. by 58.3% in the fourth quarter, selling 20,341 shares. This transaction decreased their holdings to 14,545 shares, valued at $2.25 million. Other institutional investors showed varied activity, with some increasing and others decreasing their positions in the real estate investment trust.
Allspring Global Investments Holdings LLC Sells 406,435 Shares of D.R. Horton, Inc. $DHI
Allspring Global Investments Holdings LLC reduced its stake in D.R. Horton, Inc. by 21.1% in the fourth quarter, selling 406,435 shares and now owning 1,522,462 shares valued at $221.85 million. Despite a 9.5% year-over-year revenue decrease, D.R. Horton exceeded Q4 EPS estimates and announced a quarterly dividend. The company holds a "Hold" consensus rating with a target price of $159.93 from analysts.
Eagle Materials Inc $EXP Shares Sold by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC reduced its stake in Eagle Materials Inc. (NYSE: EXP) by 9.6% in the fourth quarter, selling 63,969 shares but still holding 1.87% of the company. Other institutional investors showed mixed activity, with some increasing their positions. Eagle Materials missed its Q4 earnings and revenue estimates and announced a quarterly dividend, while analysts currently hold a "Hold" rating with a consensus price target of $228.36.
Boston Omaha (NYSE: BOC) expands billboards, broadband and insurance
Boston Omaha Corporation (NYSE: BOC) reported its 2025 financial results, highlighting diversified growth across its billboard, broadband, and insurance segments, alongside a new share repurchase program. The company continues to invest in expanding its core businesses, operating thousands of billboards and serving nearly 50,000 broadband customers. Despite these expansions, Boston Omaha recorded net operating losses but is strategically focused on long-term capital allocation and identifying opportunities for sustainable earnings.
Allspring Global Investments Holdings LLC Reduces Holdings in EMCOR Group, Inc. $EME
Allspring Global Investments Holdings LLC significantly reduced its stake in EMCOR Group (NYSE:EME) by 31.8% in the fourth quarter. Despite this, EMCOR reported strong quarterly earnings, beating analyst expectations, and announced a new stock repurchase program and increased dividends, signaling management's confidence and commitment to shareholder returns. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $784.43.
Fathom Holdings: Q4 Earnings Snapshot
Fathom Holdings Inc. (FTHM) reported a Q4 loss of $6.7 million, equating to 21 cents per share, or an adjusted loss of 19 cents per share. The company generated $90.6 million in revenue for the quarter. For the full year, Fathom Holdings recorded a loss of $20.3 million, or 72 cents per share, on revenues of $420.5 million.
Hilton Worldwide Holdings Inc. (NYSE:HLT) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Twenty-four analysts have issued a "Moderate Buy" consensus recommendation for Hilton Worldwide Holdings Inc. (NYSE:HLT), with an average 12-month price target of $326.18. Key points include strong Q4 earnings, positive FY2026 guidance, and recent insider selling activity.
Hyperscale Data to acquire 48.5 acres in Michigan for expansion
Hyperscale Data, an AI data center company, announced its subsidiary Alliance Cloud Services will acquire 48.5 acres in southwest Michigan, more than doubling its current acreage to support complex computing infrastructure. The acquisition is part of its long-term strategy to expand its footprint and increase the capacity of its artificial intelligence data center. The City of Dowagiac, where Hyperscale Data currently operates, stated they have not yet received formal expansion plans or information on the location of the new property from the company.
Castellum (NYSEAMERICAN:CTM) Stock Price Down 12.9% - Here's What Happened
Castellum's stock (NYSEAMERICAN:CTM) dropped 12.9% on Monday, trading at $0.5399 with a significant increase in trading volume. The company has a market capitalization of $51.08 million and a negative P/E ratio, while institutional ownership remains low. Despite recent stake adjustments by hedge funds, analysts suggest other stocks might be better buys.
Arcosa, Inc. (NYSE:ACA) Short Interest Up 25.6% in March
Arcosa, Inc. (NYSE:ACA) saw a significant increase in short interest in March, rising 25.6% to 1,135,262 shares. Despite a slight revenue miss, the company beat EPS estimates for the quarter, and analysts currently rate the stock as a "Moderate Buy" with an average price target of $120. Institutional investors hold a substantial portion of the company's shares.
Alset Inc. (NASDAQ: AEI) extends $2.45M 3% convertible loan and warrants to DSS
Alset Inc., through its majority-owned subsidiary Alset International Limited, has finalized a material financing arrangement with related-party company DSS, Inc. This agreement involves a $2.45 million 3% convertible promissory note and warrants to purchase 16,554,055 DSS shares. The transaction, approved by Alset's Board and Audit Committee, with recusal of overlapping directors, is contingent on DSS stockholder approval and aims to provide both interest income and potential equity upside for Alset.
Did Homes.com Traffic Moderation and New Disclosures Just Shift CoStar Group's (CSGP) Investment Narrative?
CoStar Group's investment narrative is being re-evaluated due to moderated traffic on Homes.com and increased transparency in reporting. While the launch of Homes AI aims to boost engagement, Goldman Sachs's analyst George Tong noted softer Homes.com engagement compared to Apartments.com. Investors are now focusing on how these factors and product-level data will impact CoStar's residential strategy and overall business confidence.
Mid-America Apartment Communities, Inc. (NYSE:MAA) Receives Average Rating of "Hold" from Brokerages
Mid-America Apartment Communities, Inc. (MAA) has received an average "Hold" rating from 22 brokerages, with a 12-month average target price of $150.05. The company recently missed quarterly EPS estimates but revenues were in line, and annual guidance was provided. Insiders sold approximately 6,079 shares valued at $838,700 during the last quarter, while the company declared a quarterly dividend of $1.53, yielding 5.0%.
REITs Are the S&P 500’s Highest Yielding Sector. Realty Income and 3 More to Buy Now.
Real estate investment trusts (REITs) offer some of the highest dividend yields in the current stock market, making them attractive for income-focused investors. This article highlights several REITs, including Realty Income, as top picks for purchase. The focus is on the strong dividend potential within the real estate sector.
Truist Financial Initiates American Tower Corporation (AMT) with Buy, Sees Long-Term Upside
Truist Financial initiated coverage of American Tower Corporation (AMT) with a Buy rating and a $205 price target, citing long-term upside in the towers business despite near-term challenges like slower organic growth and interest rate pressures. During their Q4 2025 earnings call, AMT's CFO Rodney Smith outlined projected 2026 organic tenant billings growth, anticipating around 1% consolidated growth, with stronger performance expected in Africa and APAC regions. The article also suggests that while AMT is a potential investment, there might be AI stocks with greater upside and less downside risk.
Fire protection firm buys 20,000 sq. ft. Somerset facility from PepsiCo
Approved Fire Protection has acquired a 20,000 sq. ft. industrial facility in Somerset, New Jersey, from PepsiCo. This former PepsiCo and Frito Lay site will become a regional distribution and service hub, strategically located to support the company's growth across the Northeast. The acquisition leverages the property's infrastructure and connectivity to major transportation routes, enabling Approved Fire Protection to expand its 90-year legacy of service to a growing customer base.
Walker & Dunlop Arranges Joint Venture Equity Partnership and Construction Financing for $132 Million Multifamily Development in Richmond's Scott's Addition District
Walker & Dunlop has facilitated a joint venture and secured construction financing for a $132 million multifamily development in Richmond, Virginia's Scott's Addition District. The project, a redevelopment of the former Greyhound Bus Station, will deliver 386 Class A residences and over 14,000 square feet of retail. This initiative aims to enhance the rapidly growing neighborhood with a world-class residential experience, urban retail, and extensive amenities.
Fathom Holdings Reports Q4 Earnings Loss
Fathom Holdings Inc., a real estate technology company, reported a $6.7 million loss in its fourth-quarter earnings despite continued business growth. This loss is attributed to increased costs and investments in technology and personnel. The company's Q4 earnings reflect the broader challenges faced by real estate tech companies in balancing growth with profitability.
Truist cuts Vornado Realty stock price target on lower FFO estimate
Truist Securities has lowered its price target for Vornado Realty Trust (NYSE:VNO) to $28 from $29, while maintaining a Hold rating. This adjustment follows a reduction in Truist's 2026 FFO estimate for Vornado to $2.25 per share, below the consensus, due to seasonality in signage revenue and other factors. Despite the stock trading near its 52-week low and a 38% decline over six months, InvestingPro analysis suggests it may be undervalued, and the company offers a 2.99% dividend yield with a 36-year history of payments.
VICI Properties Inc. (VICI) Just Overtook the 20-Day Moving Average
VICI Properties Inc. (VICI) has surpassed its 20-day moving average, a technical indicator often viewed as a bullish signal. This movement suggests potential upward momentum for the stock, prompting investors to consider its recent performance and valuation. The article advises evaluating factors beyond this single indicator to make informed investment decisions.
How Alexandria’s FTSE All-World Index Removal At Alexandria Real Estate Equities (ARE) Has Changed Its Investment Story
Alexandria Real Estate Equities (NYSE: ARE) was removed from the FTSE All-World Index on March 21, 2026, which could impact its passive investment flows. While this doesn't fundamentally change the company's business drivers, it highlights the influence of index tracking on trading activity. Investors should consider how this removal might affect Alexandria's appeal to passive investors, alongside its core real estate fundamentals, and its efforts to manage debt and improve profitability.
Luxury homebuilder plans 118-home community near Parker
Toll Brothers is planning a new 118-home community called MeadowRock near Parker, Colorado. The homes will range from 3,353 to 6,073 square feet and be priced starting at $1.4 million. The announcement was made by Justyna Tomtas of the Denver Business Journal.
EPR Properties (EPR) Stock Price Quote Today & Current Price Chart
This page provides current stock price information for EPR Properties (EPR) including key statistics like previous close, open, 1-year change, and day's range. It also details CFD trading conditions, overnight funding adjustments, and commission fees for EPR stock on Capital.com. Additionally, the page features recent articles related to shares like NVIDIA, Tesla, Siemens Energy, and BYD Company, alongside customer reviews of the Capital.com platform.
Sale-leaseback of Texas and Utah sites at Star Equity (NASDAQ: STRR)
Star Equity Holdings, through its subsidiary Alliance Drilling Tools, completed sale-leaseback transactions for two properties in Texas and Utah on March 27, 2026, for a total of $1.69 million. Alliance Drilling Tools then entered into 20-year triple net leases for both properties, with Star Equity guaranteeing the leases and Alliance Drilling Tools being responsible for all property-related expenses. This financing arrangement allows Star Equity to free up cash while continuing to use the assets.
Autodesk Inc. Stock: Design Software Leader Faces Growth Challenges Amid AI Shift and Market Pressur
Autodesk Inc. (NASDAQ: ADSK) is a leading design software company, vital for architects, engineers, and manufacturers, with a strong subscription-based revenue model. Despite its market dominance and steady growth supported by AI and cloud investments, the company faces challenges from cyclical market pressures and its high valuation. Investors should monitor subscription metrics, AI adoption, and macroeconomic indicators to assess future performance.
Sherwin-Williams Co Stock: A Leader in Paints and Coatings with Strong North American Exposure and R
Sherwin-Williams Co is a dominant force in the North American paints and coatings market, benefiting from consistent demand in housing and commercial construction. The company's market leadership, operational efficiency, and potential for margin expansion make it attractive to investors. While strong in North America, key risks include housing market softness, raw material inflation, and competitive pricing.
Granite Construction SVP Dowd sells $726k in stock By Investing.com
Brian R. Dowd, Senior Vice President of Granite Construction Inc (NYSE:GVA), sold 6,075 shares of common stock for approximately $726,124 on March 27, 2026, under a Rule 10b5-1 trading plan. The sales occurred at prices ranging from $118.58 to $120.0 per share. Despite recent market weakness, the stock has seen a 55.75% gain over the past year, though InvestingPro analysis suggests it is currently slightly overvalued.
NVR Inc Stock: A Leader in Homebuilding with Strong Fundamentals and Market Resilience
NVR Inc is a leading U.S. homebuilder known for its asset-light business model, focusing on single-family homes in high-demand metropolitan markets. This strategy minimizes capital tied up in land, allowing for high returns and resilience in a cyclical industry. The company's financial strengths, competitive positioning, and unique approach to risk management make it an appealing prospect for North American investors looking for exposure to the U.S. housing market, despite inherent cyclical risks.
