CSR RSI Chart
Last 7 days
0.8%
Last 30 days
15.1%
Last 90 days
32.8%
Trailing 12 Months
17.3%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 257.9M | 0 | 0 | 0 |
2023 | 264.3M | 266.0M | 265.1M | 261.3M |
2022 | 215.4M | 231.8M | 246.9M | 256.7M |
2021 | 180.2M | 183.0M | 189.3M | 201.7M |
2020 | 184.6M | 181.5M | 178.2M | 178.0M |
2019 | 166.9M | 168.5M | 170.3M | 185.8M |
2018 | 154.0M | 158.3M | 179.4M | 183.2M |
2017 | 165.8M | 160.1M | 162.8M | 165.5M |
2016 | 184.9M | 188.3M | 181.6M | 174.4M |
2015 | 181.6M | 179.3M | 181.1M | 182.2M |
2014 | 203.8M | 187.0M | 185.0M | 184.4M |
2013 | 243.0M | 248.1M | 234.4M | 218.4M |
2012 | 229.8M | 236.0M | 236.8M | 239.5M |
2011 | 230.7M | 231.2M | 230.1M | 230.5M |
2010 | 0 | 229.3M | 229.8M | 230.3M |
2009 | 0 | 228.3M | 0 | 0 |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 11, 2024 | schissel john a | bought | 28,198 | 56.397 | 500 | - |
Jan 17, 2024 | jones-tyson rodney | acquired | - | - | 593 | - |
Jan 01, 2024 | olson anne | sold (taxes) | -53,602 | 58.2 | -921 | president, ceo & secretary |
Jan 01, 2024 | olson anne | acquired | - | - | 1,921 | president, ceo & secretary |
Jan 01, 2024 | patel bhairav | acquired | - | - | 1,270 | evp and cfo |
Jan 01, 2024 | patel bhairav | sold (taxes) | -29,216 | 58.2 | -502 | evp and cfo |
May 17, 2023 | hall linda j. | acquired | - | - | 856 | - |
May 17, 2023 | twinem mary j | acquired | - | - | 856 | - |
May 17, 2023 | schissel john a | acquired | - | - | 1,427 | - |
May 17, 2023 | green emily nagle | acquired | - | - | 856 | - |
Which funds bought or sold CSR recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 10, 2024 | Y-Intercept (Hong Kong) Ltd | added | 92.67 | 235,912 | 500,489 | 0.04% |
May 10, 2024 | PRINCIPAL SECURITIES, INC. | new | - | 457 | 457 | -% |
May 10, 2024 | LPL Financial LLC | sold off | -100 | -674,540 | - | -% |
May 10, 2024 | OSAIC HOLDINGS, INC. | added | 6.38 | 12,849 | 302,011 | -% |
May 10, 2024 | WELLS FARGO & COMPANY/MN | added | 4.55 | 13,212 | 512,102 | -% |
May 10, 2024 | CREDIT SUISSE AG/ | added | 0.36 | -24,106 | 1,613,180 | -% |
May 10, 2024 | CITIGROUP INC | added | 7.29 | 38,077 | 752,191 | -% |
May 10, 2024 | DIMENSIONAL FUND ADVISORS LP | added | 2.41 | 64,602 | 11,961,100 | -% |
May 10, 2024 | PNC Financial Services Group, Inc. | reduced | -0.79 | -1,538 | 57,769 | -% |
May 10, 2024 | Covestor Ltd | unchanged | - | - | 4,000 | -% |
Unveiling Investors Real Estate Trust's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Investors Real Estate Trust)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AMT | 86.4B | 11.2B | 43.79 | 7.71 | ||||
CCI | 43.5B | 6.8B | 31.18 | 6.35 | ||||
AVB | 28.0B | 2.8B | 29.32 | 9.98 | ||||
ARE | 21.1B | 3.0B | 107.56 | 7.15 | ||||
AMH | 13.2B | - | 31.17 | 8.11 | ||||
REG | 11.0B | 1.4B | 29.57 | 8.08 | ||||
BXP | 9.9B | 3.3B | 51.27 | 2.98 | ||||
MID-CAP | ||||||||
FRT | 8.5B | 1.2B | 35.66 | 7.39 | ||||
SLG | 3.4B | 892.3M | -6.72 | 3.85 | ||||
MAC | 3.3B | 878.0M | -9.78 | 3.81 | ||||
SMALL-CAP | ||||||||
AAT | 1.4B | 444.1M | 19.75 | 3.05 | ||||
AIV | 1.2B | 198.2M | -7.42 | 6.02 | ||||
MFA | 1.1B | 650.2M | 35.97 | 1.69 | ||||
NYMT | 561.1M | 285.4M | -4.07 | 1.97 | ||||
IVR | 451.1M | 277.2M | -55.02 | 1.63 |
Investors Real Estate Trust News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 0.7% | 65.00 | 64.00 | 65.00 | 65.00 | 68.00 | 68.00 | 65.00 | 63.00 | 60.00 | 58.00 | 50.00 | 47.00 | 47.00 | 46.00 | 44.00 | 44.00 | 44.00 | 46.00 | 47.00 | 47.00 | 46.00 |
Costs and Expenses | -7.2% | 60.00 | 64.00 | 58.00 | 56.00 | 65.00 | 61.00 | 58.00 | 59.00 | 64.00 | 61.00 | 49.00 | 44.00 | 45.00 | 44.00 | 42.00 | 41.00 | 42.00 | 43.00 | 44.00 | 43.00 | 44.00 |
S&GA Expenses | 6.0% | 5.00 | 4.00 | 4.00 | 4.00 | 8.00 | 3.00 | 5.00 | 5.00 | 5.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 |
Interest Expenses | 3.3% | 9.00 | 9.00 | 9.00 | 9.00 | 10.00 | 10.00 | 8.00 | 8.00 | 8.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 8.00 | 8.00 | 8.00 |
Net Income | 52.1% | -3.90 | -8.16 | 8.00 | -1.86 | 44.00 | -2.01 | -0.52 | -2.99 | -8.59 | -7.21 | -9.49 | 22.00 | -4.87 | -4.38 | 20.00 | -3.80 | -7.01 | 49.00 | 32.00 | 3.00 | -4.70 |
Net Income Margin | -115.1% | -0.02* | 0.16* | 0.18* | 0.15* | 0.14* | -0.05* | -0.08* | -0.12* | -0.02* | 0.00* | 0.01* | 0.17* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 101.7% | 24.00 | 12.00 | 32.00 | 24.00 | 22.00 | 23.00 | 34.00 | 23.00 | 12.00 | 28.00 | 26.00 | 16.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -1.2% | 1,903 | 1,926 | 1,878 | 1,920 | 1,979 | 2,033 | 2,039 | 1,948 | 1,966 | 1,940 | 1,877 | 1,500 | 1,536 | 1,464 | 1,479 | 1,393 | 1,389 | 1,392 | 1,404 | 1,348 | 1,371 |
Cash Equivalents | 47.0% | 13.00 | 9.00 | 30.00 | 10.00 | 9.00 | 12.00 | 15.00 | 13.00 | 13.00 | 31.00 | 21.00 | 5.00 | 11.00 | 7.00 | 17.00 | 53.00 | 26.00 | 46.00 | 9.00 | 17.00 | 23.00 |
Liabilities | 0.1% | 980 | 979 | 901 | 938 | 975 | 1,066 | 1,026 | 918 | 917 | 918 | 904 | 746 | 848 | 775 | 776 | 711 | 733 | 696 | 774 | 737 | 734 |
Long Term Debt | - | 929 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 370 | 431 |
Shareholder's Equity | -3.1% | 688 | 710 | 734 | 965 | 988 | 950 | 996 | 1,011 | 1,026 | 996 | 952 | 736 | 671 | 673 | 687 | 666 | 640 | 680 | 614 | 594 | 620 |
Retained Earnings | -3.0% | -564 | -548 | -527 | -522 | -508 | -539 | -524 | -511 | -495 | -474 | -454 | -433 | -443 | -427 | -412 | -421 | -407 | -390 | -428 | -450 | -443 |
Shares Outstanding | -0.4% | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 14.00 | 14.00 | 14.00 | - | - | - | - | - | - | - | - | - |
Float | - | - | - | - | 913 | - | - | - | 1,244 | - | - | - | 1,098 | - | - | - | 896 | - | - | - | 679 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 101.7% | 24,403 | 12,100 | 31,859 | 23,757 | 21,804 | 23,018 | 34,482 | 22,893 | 11,598 | 27,673 | 25,781 | 15,619 | 14,955 | 13,970 | 21,982 | 19,041 | 6,235 | 17,982 | 23,036 | 22,314 | 6,292 |
Share Based Compensation | 28.5% | 749 | 583 | 603 | 590 | 1,519 | 707 | 709 | 480 | 719 | 601 | 601 | 677 | 810 | 585 | 554 | 502 | 465 | 453 | 471 | 565 | 416 |
Cashflow From Investing | 86.1% | -9,032 | -65,162 | 68,125 | -13,938 | 131,184 | -22,954 | -113,593 | -10,816 | -12,731 | -78,334 | -148,099 | 44,243 | -85,035 | -16,393 | -117,883 | 1,256 | -31,945 | 81,625 | -48,388 | -709 | -25,521 |
Cashflow From Financing | -207.5% | -10,892 | 10,134 | -58,098 | -57,350 | -107,037 | -4,547 | 80,415 | -12,729 | -21,770 | 66,094 | 131,872 | -58,650 | 75,196 | -9,270 | 59,655 | 6,270 | 8,275 | -65,329 | 15,113 | -27,675 | 28,121 |
Dividend Payments | -0.3% | 10,923 | 10,957 | 10,906 | 10,962 | 10,917 | 11,209 | 11,222 | 11,218 | 10,812 | 10,282 | 9,832 | 9,254 | 9,119 | 9,083 | 8,978 | 8,515 | 8,469 | -34.00 | 16,342 | 8,247 | 8,336 |
Buy Backs | -2.4% | 4,703 | 4,821 | - | 5,696 | 1,022 | 28,700 | 359 | - | - | - | - | - | - | -5,629 | 50.00 | 2,442 | 3,137 | -500* | 2,346 | 6,863 | 8,815 |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited) - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Income Statement [Abstract] | ||
Revenue | $ 64,506 | $ 67,897 |
EXPENSES | ||
Property operating expenses, excluding real estate taxes | 18,764 | 21,342 |
Real estate taxes | 6,305 | 7,581 |
Property management expense | 2,330 | 2,568 |
Casualty loss | 820 | 252 |
Depreciation and amortization | 27,012 | 25,993 |
General and administrative expenses | 4,623 | 7,723 |
TOTAL EXPENSES | 59,854 | 65,459 |
Gain (loss) on sale of real estate and other investments | (577) | 60,159 |
Operating income | 4,075 | 62,597 |
Interest expense | (9,207) | (10,319) |
Interest and other income | 340 | 49 |
Net income (loss) | (4,792) | 52,327 |
Dividends to Series D preferred unitholders | (160) | (160) |
Net (income) loss attributable to noncontrolling interests – Operating Partnership and Series E preferred units | 1,079 | (8,566) |
Net income attributable to noncontrolling interests – consolidated real estate entities | (32) | (30) |
Net income (loss) attributable to controlling interests | (3,905) | 43,571 |
Dividends to preferred shareholders | (1,607) | (1,607) |
NET INCOME (LOSS) AVAILABLE TO COMMON SHAREHOLDERS | $ (5,512) | $ 41,964 |
Net income (loss) per common share - basic (in dollars per share) | $ (0.37) | $ 2.79 |
Net income (loss) per common share - diluted (in dollars per share) | $ (0.37) | $ 2.76 |
Weighted average shares - basic (in shares) | 14,922 | 15,025 |
Weighted average shares - diluted (in shares) | 14,922 | 18,359 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Real estate investments | ||
Property owned | $ 2,413,488 | $ 2,420,146 |
Less accumulated depreciation | (553,231) | (530,703) |
Total real estate investments | 1,860,257 | 1,889,443 |
Cash and cash equivalents | 12,682 | 8,630 |
Restricted cash | 1,066 | 639 |
Other assets | 29,468 | 27,649 |
TOTAL ASSETS | 1,903,473 | 1,926,361 |
LIABILITIES | ||
Accounts payable and accrued expenses | 54,614 | 62,754 |
Revolving lines of credit | 40,357 | 30,000 |
Notes payable, net of unamortized loan costs of $525 and $541, respectively | 299,475 | 299,459 |
Mortgages payable, net of unamortized loan costs of $3,342 and $3,427, respectively | 585,382 | 586,563 |
TOTAL LIABILITIES | 979,828 | 978,776 |
COMMITMENTS AND CONTINGENCIES (NOTE 10) | ||
SERIES D PREFERRED UNITS (Cumulative convertible preferred units, $100 par value, 166 units issued and outstanding at March 31, 2024 and December 31, 2023, aggregate liquidation preference of $16,560) | 16,560 | 16,560 |
EQUITY | ||
Series C Preferred Shares of Beneficial Interest (Cumulative redeemable preferred shares, no par value, $25 per share liquidation preference, 3,881 shares issued and outstanding at March 31, 2024 and December 31, 2023, aggregate liquidation preference of $97,036) | 93,530 | 93,530 |
Common Shares of Beneficial Interest (Unlimited authorization, no par value, 14,912 shares issued and outstanding at March 31, 2024 and 14,963 shares issued and outstanding at December 31, 2023) | 1,160,492 | 1,165,694 |
Accumulated distributions in excess of net income | (564,951) | (548,273) |
Accumulated other comprehensive loss | (922) | (1,119) |
Total shareholders’ equity | 688,149 | 709,832 |
Noncontrolling interests – Operating Partnership and Series E preferred units | 218,255 | 220,544 |
Noncontrolling interests – consolidated real estate entities | 681 | 649 |
TOTAL EQUITY | 907,085 | 931,025 |
TOTAL LIABILITIES, MEZZANINE EQUITY, AND EQUITY | $ 1,903,473 | $ 1,926,361 |