CSR RSI Chart
Last 7 days
4.5%
Last 30 days
14.0%
Last 90 days
15.7%
Trailing 12 Months
18.0%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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 |
---|---|---|---|---|---|---|
Apr 23, 2024 | FIFTH THIRD BANCORP | unchanged | - | -55.00 | 2,971 | -% |
Apr 23, 2024 | AMALGAMATED BANK | reduced | -14.21 | -52,000 | 279,000 | -% |
Apr 23, 2024 | Louisiana State Employees Retirement System | unchanged | - | -7,950 | 428,550 | 0.01% |
Apr 22, 2024 | MetLife Investment Management, LLC | unchanged | - | -16,661 | 470,722 | -% |
Apr 22, 2024 | Horst & Graben Wealth Management LLC | unchanged | - | -6,407 | 345,386 | 0.07% |
Apr 19, 2024 | Maryland State Retirement & Pension System | unchanged | - | 20,097 | 340,546 | 0.01% |
Apr 19, 2024 | State of Alaska, Department of Revenue | reduced | -0.32 | -19,000 | 931,000 | 0.01% |
Apr 19, 2024 | Financial Perspectives, Inc | unchanged | - | -4,136 | 222,960 | 0.09% |
Apr 19, 2024 | Red Tortoise LLC | unchanged | - | -51.00 | 2,743 | -% |
Apr 19, 2024 | Sumitomo Mitsui Trust Holdings, Inc. | reduced | -1.91 | -38,794 | 1,012,010 | -% |
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 | 80.8B | 11.1B | 59.12 | 7.25 | ||||
CCI | 41.4B | 7.0B | 27.6 | 5.94 | ||||
AVB | 27.2B | 2.8B | 29.27 | 9.82 | ||||
ARE | 19.9B | 3.0B | 103.23 | 6.73 | ||||
AMH | 12.9B | 1.6B | 29.79 | 8.01 | ||||
REG | 11.0B | 1.3B | 30.18 | 8.32 | ||||
BXP | 9.9B | 3.3B | 51.93 | 3.02 | ||||
MID-CAP | ||||||||
FRT | 8.6B | 1.1B | 36.29 | 7.6 | ||||
SLG | 3.4B | 899.4M | -5.99 | 3.76 | ||||
MAC | 3.4B | 884.1M | -12.32 | 3.82 | ||||
SMALL-CAP | ||||||||
AAT | 1.3B | 441.2M | 20.04 | 2.94 | ||||
AIV | 1.2B | 198.2M | -7.39 | 5.71 | ||||
MFA | 1.1B | 605.6M | 13.61 | 1.8 | ||||
NYMT | 647.8M | 258.7M | -13.31 | 2.5 | ||||
IVR | 417.7M | 277.9M | -26.34 | 1.5 |
Investors Real Estate Trust News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -0.8% | 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 | 30.00 |
Costs and Expenses | 10.4% | 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 | 30.00 |
S&GA Expenses | 13.9% | 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 | 3.00 |
Interest Expenses | 4.2% | 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 | 5.00 |
Net Income | -204.9% | -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 | -2.76 |
Net Income Margin | -11.7% | 0.16* | 0.18* | 0.15* | 0.14* | -0.05* | -0.08* | -0.12* | -0.02* | 0.00* | 0.01* | 0.17* | 0.04* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -62.0% | 12.00 | 32.00 | 24.00 | 22.00 | 23.00 | 34.00 | 23.00 | 12.00 | 28.00 | 26.00 | 16.00 | 15.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 2.6% | 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 | 1,336 |
Cash Equivalents | -70.9% | 9.00 | 30.00 | 10.00 | 9.00 | 10.00 | 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 | 19.00 |
Liabilities | 8.6% | 979 | 901 | 938 | 975 | 1,066 | 1,026 | 918 | 917 | 918 | 904 | 746 | 848 | 775 | 776 | 711 | 733 | 696 | 774 | 737 | 734 | 687 |
Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 370 | 431 | 444 |
Shareholder's Equity | -3.2% | 710 | 734 | 965 | 988 | 730 | 996 | 1,011 | 1,026 | 996 | 952 | 736 | 671 | 673 | 687 | 666 | 640 | 680 | 614 | 594 | 620 | 643 |
Retained Earnings | -3.9% | -548 | -527 | -522 | -508 | -539 | -524 | -511 | -495 | -474 | -454 | -433 | -443 | -427 | -412 | -421 | -407 | -390 | -428 | -450 | -443 | -429 |
Shares Outstanding | -0.3% | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 15.00 | 14.00 | 14.00 | 14.00 | 13.00 | - | - | - | - | - | - | - | - | - |
Float | - | - | - | 913 | - | - | - | 1,244 | - | - | - | 1,098 | - | - | - | 896 | - | - | - | 679 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -62.0% | 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 | 12,820 |
Share Based Compensation | -3.3% | 583 | 603 | 590 | 1,519 | 707 | 709 | 480 | 719 | 601 | 601 | 677 | 810 | 585 | 554 | 502 | 465 | 453 | 471 | 565 | 416 | 265 |
Cashflow From Investing | -195.7% | -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 | 7,444 |
Cashflow From Financing | 117.4% | 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 | -18,870 |
Dividend Payments | 0.5% | 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 | - | 4,821 | - | 5,696 | 1,022 | 28,700 | 359 | - | - | - | - | - | - | -5,629 | 50.00 | 2,442 | 3,137 | -500* | 2,346 | 6,863 | 8,815 | 1,557 |
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Income Statement [Abstract] | |||
Revenue | $ 261,309,000 | $ 256,716,000 | $ 201,705,000 |
EXPENSES | |||
Property operating expenses, excluding real estate taxes | 77,053,000 | 80,070,000 | 57,753,000 |
Real estate taxes | 28,759,000 | 28,567,000 | 24,104,000 |
Property management expense | 9,353,000 | 9,895,000 | 8,752,000 |
Casualty loss | 2,095,000 | 1,591,000 | 344,000 |
Depreciation and amortization | 101,678,000 | 105,257,000 | 92,165,000 |
Impairment of real estate investments | 5,218,000 | 0 | 0 |
General and administrative expenses | 20,080,000 | 17,516,000 | 16,213,000 |
TOTAL EXPENSES | 244,236,000 | 242,896,000 | 199,331,000 |
Gain on sale of real estate and other investments | 71,244,000 | 41,000 | 27,518,000 |
Loss on litigation settlement | (3,864,000) | 0 | 0 |
Operating income | 84,453,000 | 13,861,000 | 29,892,000 |
Interest expense | (36,429,000) | (32,750,000) | (29,078,000) |
Interest and other income (loss) | 1,207,000 | 1,248,000 | (2,915,000) |
NET INCOME (LOSS) | 49,231,000 | (17,641,000) | (2,101,000) |
Dividends to Series D preferred unitholders | (640,000) | (640,000) | (640,000) |
Net (income) loss attributable to noncontrolling interests – Operating Partnership and Series E preferred units | (7,141,000) | 4,299,000 | 2,806,000 |
Net income attributable to noncontrolling interests – consolidated real estate entities | (125,000) | (127,000) | (94,000) |
Net income (loss) attributable to controlling interests | 41,325,000 | (14,109,000) | (29,000) |
Dividends to preferred shareholders | (6,428,000) | (6,428,000) | (6,428,000) |
NET INCOME (LOSS) AVAILABLE TO COMMON SHAREHOLDERS | $ 34,897,000 | $ (20,537,000) | $ (6,457,000) |
NET INCOME (LOSS) PER COMMON SHARE – BASIC (in dollars per share) | $ 2.33 | $ (1.35) | $ (0.47) |
NET INCOME (LOSS) PER COMMON SHARE - DILUTED (in dollars per share) | $ 2.32 | $ (1.35) | $ (0.47) |
Weighted average shares - basic (in shares) | 14,994 | 15,216 | 13,803 |
Weighted average shares - diluted (in shares) | 17,118 | 15,216 | 13,803 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Real estate investments | ||
Property owned | $ 2,420,146 | $ 2,534,124 |
Less accumulated depreciation | (530,703) | (535,401) |
Total real estate investments | 1,889,443 | 1,998,723 |
Cash and cash equivalents | 8,630 | 10,458 |
Restricted cash | 639 | 1,433 |
Other assets | 27,649 | 22,687 |
TOTAL ASSETS | 1,926,361 | 2,033,301 |
LIABILITIES | ||
Accounts payable and accrued expenses | 62,754 | 58,812 |
Revolving lines of credit | 30,000 | 113,500 |
Notes payable, net of unamortized loan costs of $541 and $993, respectively | 299,459 | 399,007 |
Mortgages payable, net of unamortized loan costs of $3,427 and $3,615, respectively | 586,563 | 495,126 |
TOTAL LIABILITIES | 978,776 | 1,066,445 |
COMMITMENTS AND CONTINGENCIES (NOTE 12) | ||
SERIES D PREFERRED UNITS (Cumulative convertible preferred units, $100 par value, 166 units issued and outstanding at December 31, 2023 and 2022, aggregate liquidation preference of $16,560) | 16,560 | 16,560 |
Investors Real Estate Trust shareholders’ 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 December 31, 2023 and 2022, aggregate liquidation preference of $97,036) | 93,530 | 93,530 |
Common Shares of Beneficial Interest (Unlimited authorization, no par value, 14,963 shares issued and outstanding at December 31, 2023 and 15,020 shares issued and outstanding at December 31, 2022) | 1,165,694 | 1,177,484 |
Accumulated distributions in excess of net income | (548,273) | (539,422) |
Accumulated other comprehensive loss | (1,119) | (2,055) |
Total shareholders’ equity | 709,832 | 729,537 |
Noncontrolling interests – Operating Partnership and Series E preferred units | 220,544 | 220,132 |
Noncontrolling interests – consolidated real estate entities | 649 | 627 |
TOTAL EQUITY | 931,025 | 950,296 |
TOTAL LIABILITIES, MEZZANINE EQUITY, AND EQUITY | $ 1,926,361 | $ 2,033,301 |