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Star Holdings (STHO)
USD9.23
+0.14 (+1.54%)
US NASDAQ Real Estate Real Estate - Services
Address
1114 Avenue of the Americas 10036
New York City, NY, US
New York City, NY, US
CEO
Jay S. Sugarman
Website
starholdingsco.com
IPO
2023-03-28
CIK 1953366 ISIN US85512G1067
Description
Star Holdings specializes in commercial real estate operations across the United States, specifically focusing on ventures that do not involve ground leases. The company's portfolio predominantly features equity interests in residential development initiatives like the Asbury Park Waterfront and Magnolia Green. Additionally, it holds commercial real estate properties and related loans that are being marketed for sale or prepared for monetization. The firm is headquartered in New York, New York.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD9.23
+0.14 (+1.54%)
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Volume Profile
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Liquidity & share structure
Average Volume
19.1K
Beta
1.27
Float Shares
11.59M
Free Float %
95.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.91% | -3.02% | +4.33% | +10.59% | +11.58% | +5.35% | +31.56% | -48.11% | -56.65% | -56.65% | -56.65% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
9.23
Quality scores
Altman Z-Score
-0.85
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Real Estate - Services: +11.2%+24.0% ★ Q1'26: +131.7% (vs Q1'25)
-
EPS growth Real Estate - Services: +25.9%+24.7% Q1'26: -49.1% (vs Q1'25)
-
FCF margin FCF growth · Real Estate - Services: +32.2%-64.7% Q1'26: -42.1% (vs Q1'25)
-
EBIT margin Real Estate - Services: +23.7%-47.6% Q1'26: -40.0% (vs Q1'25)
-
ROIC Real Estate - Services: +4.3%-10.8% Q1'26: -8.3% (vs Q1'25)
-
Share dilution Real Estate - Services: +0.0%-1.6% ★ Q1'26: -8.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Services: 1.88×-5.72× Q1'26: -8.45× (vs Q1'25)
Valuation Multiples
From
To
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-39.12M
OE per share TTM
-2.99
Owner's Yield
-36.85%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
79.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
24
Total invested
8.64M
Insider transactions (90d)
0
Beneficial owners (>5%)
24
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 1.10M | 8.20% | 1.08M | — | 1.10M | — | HC | Delaware | 2024-01-25 | ↗ |
| 2 | FourSixThree Capital LP | 950.0K | 7.10% | — | 950.0K | — | 950.0K | IA, PN | — | 2024-11-13 | ↗ |
| 3 | Richard S. Balkan | 950.0K | 7.10% | — | 950.0K | — | 950.0K | HC, IN | — | 2024-11-13 | ↗ |
| 4 | SixFourThree GP, LLC | 950.0K | 7.10% | — | 950.0K | — | 950.0K | HC, OO | — | 2024-11-13 | ↗ |
| 5 | William M. Kelly | 950.0K | 7.10% | — | 950.0K | — | 950.0K | HC, IN | — | 2024-11-13 | ↗ |
| 6 | Highbridge Capital Management, LLC | 750.0K | 5.60% | — | 750.0K | — | — | IA, OO | State of Delaware | 2024-10-25 | ↗ |
| 7 | Atlas OCM Holdings LLC | 749.9K | 5.60% | 749.9K | — | 749.9K | — | OO | Delaware | 2023-04-10 | ↗ |
| 8 | BAM Partners Trust | 749.9K | 5.60% | 749.9K | — | 749.9K | — | OO | Delaware | 2023-04-10 | ↗ |
| 9 | Brookfield Asset Management ULC | 749.9K | 5.60% | 749.9K | — | 749.9K | — | OO | Delaware | 2023-04-10 | ↗ |
| 10 | Brookfield Corporation | 749.9K | 5.60% | 749.9K | — | 749.9K | — | OO | Delaware | 2023-04-10 | ↗ |
| 11 | OCM Holdings I, LLC | 749.9K | 5.60% | 749.9K | — | 749.9K | — | OO | Delaware | 2023-04-10 | ↗ |
| 12 | Oaktree Capital Group Holdings GP, LLC | 749.9K | 5.60% | 749.9K | — | 749.9K | — | OO | Delaware | 2023-04-10 | ↗ |
| 13 | Oaktree Capital Group, LLC | 749.9K | 5.60% | 749.9K | — | 749.9K | — | OO | Delaware | 2023-04-10 | ↗ |
| 14 | Oaktree Capital I, L.P. | 749.9K | 5.60% | 749.9K | — | 749.9K | — | PN | Delaware | 2023-04-10 | ↗ |
| 15 | Oaktree Capital Management GP, LLC | 749.9K | 5.60% | 749.9K | — | 749.9K | — | CO | Delaware | 2023-04-10 | ↗ |
| 16 | Oaktree Capital Management, L.P. | 749.9K | 5.60% | 749.9K | — | 749.9K | — | PN | Delaware | 2023-04-10 | ↗ |
| 17 | Oaktree Fund GP I, L.P. | 749.9K | 5.60% | 749.9K | — | 749.9K | — | PN | Delaware | 2023-04-10 | ↗ |
| 18 | Oaktree Holdings, LLC | 749.9K | 5.60% | 749.9K | — | 749.9K | — | OO | Delaware | 2023-04-10 | ↗ |
| 19 | Oaktree Value Equity Fund GP Ltd. | 749.9K | 5.60% | 749.9K | — | 749.9K | — | CO | Delaware | 2023-04-10 | ↗ |
| 20 | Oaktree Value Equity Holdings, L.P. | 749.9K | 5.60% | 749.9K | — | 749.9K | — | PN | Delaware | 2023-04-10 | ↗ |
| 21 | Boaz R. Weinstein | 696.7K | 5.20% | — | 696.7K | — | 696.7K | IN | Citizenship or Place of Organization | 2024-02-14 | ↗ |
| 22 | Saba Capital Management GP, LLC | 696.7K | 5.20% | — | 696.7K | — | 696.7K | OO | Citizenship or Place of Organization | 2024-02-14 | ↗ |
| 23 | Saba Capital Management, L.P. | 696.7K | 5.20% | — | 696.7K | — | 696.7K | IA, PN | Citizenship or Place of Organization | 2024-02-14 | ↗ |
| 24 | The Vanguard Group - 23-1945930 | 666.2K | 5.00% | — | — | — | 10.7K | IA | Pennsylvania | 2024-02-13 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
24
-59 vs prev Q
New positions
4
Closed positions
61
Increased
6
Reduced
8
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1.19M -1.9K (-0.2%) | 9.83M -15.3K (-0.2%) | 9.07% +0.083 pp | 0.31% -0.115 pp | USD12.90 -36.2% | 12 qtrs — |
| 2 | TORONTO DOMINION BANK | 1.15M -113.0K (-8.9%) | 9.49M -930.1K (-8.9%) | 8.76% -0.756 pp | 0.01% -0.002 pp | USD9.70 -15.2% | 5 qtrs — |
| 3 | SABA CAPITAL MANAGEMENT, L.P. | 940.0K -72.6K (-7.2%) | 7.74M -597.8K (-7.2%) | 7.17% -0.437 pp | 0.23% +0.002 pp | USD11.92 -31.0% | 11 qtrs — |
| 4 | FOURSIXTHREE CAPITAL LP | 883.9K +— (+0.0%) | 7.27M +— (+0.0%) | 6.71% +0.072 pp | 2.83% +0.825 pp | USD9.73 -15.4% | 5 qtrs — |
| 5 | VANGUARD GROUP INC | 624.0K +18.5K (+3.0%) | 5.14M +151.9K (+3.0%) | 4.76% +0.211 pp | 0.00% +0.000 pp | USD15.57 -47.1% | 12 qtrs — |
| 6 | TCW GROUP INC | 608.4K +2.0K (+0.3%) | 5.01M +16.5K (+0.3%) | 4.64% +0.086 pp | 0.04% -0.006 pp | USD12.25 -32.8% | 11 qtrs — |
| 7 | PEAPOD LANE CAPITAL LLC | 383.7K -20.1K (-5.0%) | 3.16M -165.0K (-5.0%) | 2.91% -0.120 pp | 2.69% -0.285 pp | USD8.78 -6.3% | 5 qtrs — |
| 8 | BLACKROCK, INC. | 243.9K -372.0 (-0.2%) | 2.01M -3.1K (-0.2%) | 1.86% +0.025 pp | 0.00% +0.000 pp | USD13.82 -40.4% | 6 qtrs — |
| 9 | RANGELEY CAPITAL, LLC | 187.1K +10.1K (+5.7%) | 1.54M +83.1K (+5.7%) | 1.42% +0.091 pp | 1.28% +0.018 pp | USD9.15 -10.1% | 5 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 161.5K -2.9K (-1.8%) | 1.33M -23.8K (-1.8%) | 1.23% -0.003 pp | 0.00% +0.000 pp | USD16.11 -48.9% | 12 qtrs — |
| 11 | NEWEDGE WEALTH, LLC | 156.8K +127.1K (+427.4%) | 1.29M +1.1M (+489.0%) | 1.19% +0.968 pp | 0.01% +0.011 pp | USD8.23 +0.0% | 2 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 130.3K -3.2K (-2.4%) | 1.07M -26.6K (-2.4%) | 0.99% -0.014 pp | 0.00% +0.000 pp | USD14.18 -42.0% | 12 qtrs — |
| 13 | MORGAN STANLEY | 104.3K -36.7K (-26.0%) | 858.6K -302.4K (-26.0%) | 0.80% -0.264 pp | 0.00% +0.000 pp | USD12.84 -35.9% | 12 qtrs — |
| 14 | VERITION FUND MANAGEMENT LLC | 102.3K -522.0 (-0.5%) | 842.3K -4.3K (-0.5%) | 0.78% +0.004 pp | 0.00% 0.000 pp | USD17.39 -52.7% | 12 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 84.7K -61.0K (-41.9%) | 697.5K -502.3K (-41.9%) | 0.64% -0.452 pp | 0.00% 0.000 pp | USD8.72 -5.6% | 5 qtrs — |
| 16 | QUANTINNO CAPITAL MANAGEMENT LP | 76.3K -11.5K (-13.1%) | 627.7K -94.5K (-13.1%) | 0.58% -0.080 pp | 0.00% -0.001 pp | USD7.93 +3.8% | 4 qtrs — |
| 17 | GABELLI FUNDS LLC | 74.5K +— (+0.0%) | 613.2K +— (+0.0%) | 0.57% +0.006 pp | 0.00% +0.000 pp | USD15.68 -47.5% | 12 qtrs — |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | 67.9K +67.9K (+100.0%) | 559.0K +559.0K (+100.0%) | 0.52% +0.516 pp | 0.00% +0.002 pp | USD8.23 +0.0% | 1 qtrs NEW |
| 19 | ROYAL BANK OF CANADA | 60.4K -8.5K (-12.4%) | 497.0K -70.0K (-12.3%) | 0.46% -0.057 pp | 0.00% +0.000 pp | USD9.73 -15.4% | 12 qtrs — |
| 20 | D. E. SHAW & CO., INC. | 59.4K +25.9K (+77.2%) | 489.2K +213.1K (+77.2%) | 0.45% +0.199 pp | 0.00% +0.000 pp | USD8.23 +0.0% | 2 qtrs — |
| 21 | GABELLI & CO INVESTMENT ADVISERS, INC. | 59.1K +— (+0.0%) | 486.0K +— (+0.0%) | 0.45% +0.005 pp | 0.07% -0.005 pp | USD15.70 -47.6% | 12 qtrs — |
| 22 | MILLENNIUM MANAGEMENT LLC | 59.0K -41.3K (-41.1%) | 485.8K -339.7K (-41.1%) | 0.45% -0.303 pp | 0.00% 0.000 pp | USD8.62 -4.5% | 6 qtrs — |
| 23 | STATE STREET CORP | 55.1K +— (+0.0%) | 453.2K +— (+0.0%) | 0.42% +0.006 pp | 0.00% +0.000 pp | USD16.93 -51.4% | 12 qtrs — |
| 24 | JANE STREET GROUP, LLC | 50.1K -15.7K (-23.9%) | 412.5K -129.4K (-23.9%) | 0.38% -0.114 pp | 0.00% +0.000 pp | USD7.99 +3.0% | 7 qtrs — |
| 25 | TREXQUANT INVESTMENT LP | 40.5K -13.0K (-24.4%) | 333.3K -107.3K (-24.4%) | 0.31% -0.093 pp | 0.00% -0.002 pp | USD8.10 +1.6% | 4 qtrs — |
| 26 | RENAISSANCE TECHNOLOGIES LLC | 37.8K +3.0K (+8.7%) | 311.2K +24.8K (+8.7%) | 0.29% +0.027 pp | 0.00% +0.000 pp | USD12.46 -33.9% | 8 qtrs — |
| 27 | CERITY PARTNERS LLC | 35.0K +17.4K (+99.3%) | 288.2K +143.6K (+99.3%) | 0.27% +0.134 pp | 0.00% +0.000 pp | USD11.05 -25.5% | 11 qtrs — |
| 28 | NORTHERN TRUST CORP | 34.6K +76.0 (+0.2%) | 284.8K +626.0 (+0.2%) | 0.26% +0.003 pp | 0.00% +0.000 pp | USD14.44 -43.0% | 11 qtrs — |
| 29 | TWO SIGMA INVESTMENTS, LP | 27.7K -2.4K (-7.9%) | 228.0K -19.7K (-7.9%) | 0.21% -0.015 pp | 0.00% +0.000 pp | USD8.23 +0.0% | 2 qtrs — |
| 30 | HOWARD FINANCIAL SERVICES, LTD. | 26.6K +— (+0.0%) | 219.2K +— (+0.0%) | 0.20% +0.002 pp | 0.03% -0.001 pp | USD9.86 -16.5% | 8 qtrs — |
| 31 | BLACK MAPLE CAPITAL MANAGEMENT LP | 25.8K +6.1K (+30.7%) | 212.7K +50.0K (+30.7%) | 0.20% +0.049 pp | 0.15% +0.070 pp | USD8.23 +0.0% | 2 qtrs — |
| 32 | ARISTEIA CAPITAL LLC | 23.1K -20.2K (-46.7%) | 190.0K -166.5K (-46.7%) | 0.18% -0.149 pp | 0.00% -0.004 pp | USD8.49 -3.1% | 4 qtrs — |
| 33 | NORGES BANK | 19.4K +19.4K (+100.0%) | 159.9K +159.9K (+100.0%) | 0.15% +0.148 pp | 0.00% +0.000 pp | USD8.23 +0.0% | 1 qtrs NEW |
| 34 | — | 17.8K +17.8K (+100.0%) | 146.5K +146.5K (+100.0%) | 0.14% +0.135 pp | 0.03% +0.031 pp | USD8.23 +0.0% | 1 qtrs NEW |
| 35 | AMERICAN CENTURY COMPANIES INC | 16.0K +— (+0.0%) | 131.4K +— (+0.0%) | 0.12% +0.001 pp | 0.00% +0.000 pp | USD11.89 -30.8% | 8 qtrs — |
| 36 | PDT PARTNERS, LLC | 15.7K +— (+0.0%) | 129.3K +— (+0.0%) | 0.12% +0.002 pp | 0.01% +0.000 pp | USD7.81 +5.4% | 3 qtrs — |
| 37 | CITADEL ADVISORS LLC | 15.7K +5.1K (+48.1%) | 129.2K +42.0K (+48.1%) | 0.12% +0.040 pp | 0.00% +0.000 pp | USD8.23 +0.0% | 11 qtrs — |
| 38 | POINT72 ASSET MANAGEMENT, L.P. | 15.3K +15.3K (+100.0%) | 125.6K +125.6K (+100.0%) | 0.12% +0.116 pp | 0.00% +0.000 pp | USD8.23 +0.0% | 1 qtrs NEW |
| 39 | TWO SIGMA ADVISERS, LP | 13.4K -13.5K (-50.2%) | 110.3K -111.1K (-50.2%) | 0.10% -0.100 pp | 0.00% 0.000 pp | USD8.23 +0.0% | 2 qtrs — |
| 40 | ANGELES WEALTH MANAGEMENT, LLC | 13.2K +— (+0.0%) | 108.6K +— (+0.0%) | 0.10% +0.002 pp | 0.01% -0.001 pp | USD13.84 -40.5% | 6 qtrs — |
| 41 | M&T BANK CORP | 13.2K +— (+0.0%) | 108.6K +— (+0.0%) | 0.10% +0.001 pp | 0.00% +0.000 pp | USD17.22 -52.2% | 12 qtrs — |
| 42 | MARSHALL WACE, LLP | 11.1K -26.4K (-70.3%) | 91.8K -217.2K (-70.3%) | 0.09% -0.197 pp | 0.00% 0.000 pp | USD8.23 +0.0% | 2 qtrs — |
| 43 | INGALLS & SNYDER LLC | 11.0K -57.8K (-84.0%) | 90.0K -476.0K (-84.1%) | 0.08% -0.433 pp | 0.00% -0.015 pp | USD14.67 -43.9% | 11 qtrs — |
| 44 | PRIVATE MANAGEMENT GROUP INC | 10.6K +— (+0.0%) | 87.3K +— (+0.0%) | 0.08% +0.001 pp | 0.00% 0.000 pp | USD17.39 -52.7% | 12 qtrs — |
| 45 | GSA CAPITAL PARTNERS LLP | 10.4K +10.4K (+100.0%) | 86.0K +86.0K (+100.0%) | 0.08% +0.079 pp | 0.01% +0.007 pp | USD8.23 +0.0% | 1 qtrs NEW |
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 6.6K -1.9K (-22.6%) | 54.4K -15.9K (-22.6%) | 0.05% -0.014 pp | 0.00% +0.000 pp | USD8.68 -5.2% | 12 qtrs — |
| 47 | VERSANT CAPITAL MANAGEMENT, INC | 4.7K -36.0 (-0.8%) | 38.8K -296.0 (-0.8%) | 0.04% +0.000 pp | 0.00% -0.001 pp | USD8.00 +2.9% | 11 qtrs — |
| 48 | RUSSELL INVESTMENTS GROUP, LTD. | 3.1K -1.4K (-30.9%) | 25.8K -11.5K (-30.9%) | 0.02% -0.010 pp | 0.00% +0.000 pp | USD8.71 -5.5% | 12 qtrs — |
| 49 | GAMMA INVESTING LLC | 1.6K -149.0 (-8.7%) | 12.8K -1.2K (-8.7%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD8.34 -1.3% | 9 qtrs — |
| 50 | FMR LLC | 1.3K -185.0 (-12.3%) | 10.9K -1.5K (-12.3%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD13.15 -37.4% | 12 qtrs — |
| 51 | SIGNATUREFD, LLC | 1.3K +1.3K (+100.0%) | 10.4K +10.4K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD8.23 +0.0% | 1 qtrs NEW |
| 52 | UBS GROUP AG | 1.1K -1.4K (-54.4%) | 9.4K -11.3K (-54.4%) | 0.01% -0.010 pp | 0.00% +0.000 pp | USD12.63 -34.8% | 12 qtrs — |
| 53 | SRS CAPITAL ADVISORS, INC. | 1.0K -821.0 (-44.2%) | 8.5K -6.8K (-44.2%) | 0.01% -0.006 pp | 0.00% +0.000 pp | USD7.99 +3.0% | 3 qtrs — |
| 54 | PINNACLE WEALTH PLANNING SERVICES, INC. | 937.00 +937.0 (+100.0%) | 7.7K +7.7K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.001 pp | USD8.23 +0.0% | 1 qtrs NEW |
| 55 | EVERSOURCE WEALTH ADVISORS, LLC | 912.00 -146.0 (-13.8%) | 7.5K -1.2K (-13.8%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD8.37 -1.7% | 9 qtrs — |
| 56 | WELLS FARGO & COMPANY/MN | 778.00 -138.0 (-15.1%) | 6.4K -1.1K (-15.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD15.26 -46.1% | 12 qtrs — |
| 57 | TOWER RESEARCH CAPITAL LLC (TRC) | 566.00 +83.0 (+17.2%) | 4.7K +683.0 (+17.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD8.58 -4.1% | 12 qtrs — |
| 58 | RHUMBLINE ADVISERS | 313.00 +— (+0.0%) | 2.6K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.13 -52.0% | 12 qtrs — |
| 59 | BRYN MAWR TRUST CO | 219.00 +143.0 (+188.2%) | 1.8K +1.2K (+188.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD8.22 +0.1% | 2 qtrs — |
| 60 | UBS ASSET MANAGEMENT AMERICAS INC | 164.00 +164.0 (+100.0%) | 1.4K +1.4K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD8.23 +0.0% | 1 qtrs NEW |
| 61 | FINANCIAL CONSULATE, INC | 153.00 +— (+0.0%) | 1.3K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.23 +0.0% | 2 qtrs — |
| 62 | BANK OF AMERICA CORP /DE/ | 143.00 +3.0 (+2.1%) | 1.2K +25.0 (+2.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.61 -43.7% | 12 qtrs — |
| 63 | CWM, LLC | 175.00 -307.0 (-63.7%) | 1.0K -3.0K (-75.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD11.74 -29.9% | 12 qtrs — |
| 64 | JPMORGAN CHASE & CO | 104.00 -627.0 (-85.8%) | 856.00 -5.2K (-85.8%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD12.39 -33.6% | 12 qtrs — |
| 65 | CORNERSTONE PLANNING GROUP LLC | 106.00 -494.0 (-82.3%) | 818.00 -49.1K (-98.4%) | 0.00% -0.004 pp | 0.00% -0.008 pp | USD8.15 +1.0% | 5 qtrs — |
| 66 | LOS ANGELES CAPITAL MANAGEMENT LLC | 78.00 +78.0 (+100.0%) | 575.00 +575.0 (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD8.22 +0.1% | 1 qtrs NEW |
| 67 | NEWEDGE ADVISORS, LLC | 68.00 -7.0 (-9.3%) | 560.00 -58.0 (-9.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.38 -52.6% | 12 qtrs — |
| 68 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42.00 +— (+0.0%) | 346.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.67 -43.9% | 11 qtrs — |
| 69 | BNP PARIBAS ARBITRAGE, SNC | 38.00 +— (+0.0%) | 313.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.26 -11.1% | 5 qtrs — |
| 70 | NISA INVESTMENT ADVISORS, LLC | 32.00 +— (+0.0%) | 263.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.16 -10.2% | 12 qtrs — |
| 71 | GLOBAL RETIREMENT PARTNERS, LLC | 30.00 +30.0 (+100.0%) | 247.00 +247.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.20 +0.4% | 1 qtrs NEW |
| 72 | ADVISOR GROUP HOLDINGS, INC. | 30.00 -2.1K (-98.6%) | 246.00 -17.9K (-98.6%) | 0.00% -0.016 pp | 0.00% +0.000 pp | USD8.27 -0.5% | 6 qtrs — |
| 73 | CENTER FOR FINANCIAL PLANNING, INC. | 17.00 +17.0 (+100.0%) | 140.00 +140.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.18 +0.6% | 1 qtrs NEW |
| 74 | OPTIVER HOLDING B.V. | 13.00 -1.0 (-7.1%) | 107.00 -8.0 (-7.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.15 +1.0% | 2 qtrs — |
| 75 | IFP ADVISORS, INC | 9.00 +— (+0.0%) | 74.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.22 +0.1% | 5 qtrs — |
| 76 | SUNBELT SECURITIES, INC. | 6.00 -4.0 (-40.0%) | 49.00 -33.0 (-40.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.17 +0.7% | 2 qtrs — |
| 77 | BARCLAYS PLC | 1.00 -17.3K (-100.0%) | 8.00 -240.0K (-100.0%) | 0.00% -0.130 pp | 0.00% 0.000 pp | USD8.00 +2.9% | 12 qtrs — |
| 78 | CITIGROUP INC | 1.00 -269.0 (-99.6%) | 8.00 -2.2K (-99.6%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD12.00 -31.4% | 12 qtrs — |
| 79 | HUNTINGTON NATIONAL BANK | 1.00 -704.0 (-99.9%) | 8.00 -5.8K (-99.9%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD7.00 +17.6% | 11 qtrs — |
| 80 | ADVISORY SERVICES NETWORK, LLC | — -34.0 (-100.0%) | — -280.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 81 | EVR RESEARCH LP | — -40.0K (-100.0%) | — -329.2K (-100.0%) | 0.00% -0.301 pp | 0.00% -0.197 pp | USD— | 10 qtrs SOLD |
| 82 | QUBE RESEARCH & TECHNOLOGIES LTD | — -11.3K (-100.0%) | — -93.2K (-100.0%) | 0.00% -0.085 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 83 | SIMPLEX TRADING, LLC | — -284.0 (-100.0%) | — -2.0K (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 84 | STERNECK CAPITAL MANAGEMENT, LLC | — -10.5K (-100.0%) | — -86.4K (-100.0%) | 0.00% -0.079 pp | 0.00% -0.040 pp | USD— | 12 qtrs SOLD |
| 85 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | — -28.3K (-100.0%) | — -232.9K (-100.0%) | 0.00% -0.213 pp | 0.00% +0.000 pp | USD— | 12 qtrs SOLD |
| 86 | PARALLEL ADVISORS, LLC | — -10.0 (-100.0%) | — -82.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 12 qtrs SOLD |
| 87 | TRUE WEALTH DESIGN, LLC | — -24.0 (-100.0%) | — -198.0 (-100.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD— | 5 qtrs SOLD |
| 88 | BANK OF NEW YORK MELLON CORP | — -14.6K (-100.0%) | — -120.4K (-100.0%) | 0.00% -0.110 pp | 0.00% +0.000 pp | USD— | 12 qtrs SOLD |
| 89 | JUMP FINANCIAL, LLC | — -16.7K (-100.0%) | — -137.1K (-100.0%) | 0.00% -0.125 pp | 0.00% -0.002 pp | USD— | 3 qtrs SOLD |
| 90 | BALYASNY ASSET MANAGEMENT L.P. | — -228.0K (-100.0%) | — -1.9M (-100.0%) | 0.00% -1.713 pp | 0.00% -0.002 pp | USD— | 12 qtrs SOLD |
| 91 | ENGINEERS GATE MANAGER LP | — -12.0K (-100.0%) | — -98.4K (-100.0%) | 0.00% -0.090 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 15 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.02% | 352.5K | 0.60% |
| 2 | Avantis U.S. Small Cap Equity ETF AVSC | 0.00% | 143.8K | 0.25% |
| 3 | U.S. Micro Cap Portfolio ETF DFMC | 0.00% | 105.0K | 0.43% |
| 4 | Vanguard Extended Market ETF VXF | 0.00% | 1.21M | 0.05% |
| 5 | Dimensional - US Small Cap ETF DFAS | 0.00% | 48.9K | 0.26% |
| 6 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 1.5K | 0.17% |
| 7 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 7.3K | 0.03% |
| 8 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 20.0K | 0.17% |
| 9 | Vanguard Total Stock Market ETF VTI | 0.00% | 3.43M | 0.03% |
| 10 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 7.5K | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
—
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+0
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-01 | Trachtenberg Michael Lane | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-07 | Uhlick Christopher Michael | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-12 | COWEN INC. | 10% Owner | P-Purchase | A | Common Shares of Beneficial Interest | 1,100 | 11.75 | 12.9K | 998,102 | — | ↗ |
| 2024-03-11 | COWEN INC. | 10% Owner | P-Purchase | A | Common Shares of Beneficial Interest | 4,595 | 12.03 | 55.3K | 998,502 | — | ↗ |
| 2024-03-08 | COWEN INC. | 10% Owner | P-Purchase | A | Common Shares of Beneficial Interest | 11,472 | 12.20 | 140.0K | 1,000,920 | — | ↗ |
| 2024-03-07 | COWEN INC. | 10% Owner | S-Sale | D | Common Shares of Beneficial Interest | 14,000 | 11.81 | 165.3K | 341,730 | — | ↗ |
| 2024-03-06 | COWEN INC. | 10% Owner | S-Sale | D | Common Shares of Beneficial Interest | 1,012 | 11.95 | 12.1K | 986,287 | — | ↗ |
| 2023-05-16 | Alvarado Marcos | Officer | S-Sale | D | Common Shares of Beneficial Interest | 16,783 | 16.46 | 276.2K | 0 | — | ↗ |
| 2023-03-31 | SUGARMAN JAY | Officer | J-Other | A | Common Shares of Beneficial Interest | 364,291 | 0.00 | — | 364,291 | — | ↗ |
| 2023-03-31 | Lieb Richard J | Director | — | D | Common Shares of Beneficial Interest | 0 | 0.00 | — | 6,370 | — | ↗ |
| 2023-03-31 | DESOUZA CLIFFORD | Director | — | D | Common Shares of Beneficial Interest | 0 | 0.00 | — | 12,898 | — | ↗ |
| 2023-03-31 | Alvarado Marcos | Officer | J-Other | A | Common Shares of Beneficial Interest | 16,783 | 0.00 | — | 16,783 | — | ↗ |
| 2023-03-22 | SUGARMAN JAY | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-22 | ISTAR INC. | 10% Owner | — | D | Common Shares of Beneficial Interest | 0 | 0.00 | — | 100 | — | ↗ |
| 2023-03-22 | Alvarado Marcos | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-707.8K
Shares Outstanding
12.09M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Austin L. Lee | General Counsel, Corporate & Secretary | — | male |
| Brett Asnas | Chief Financial Officer | — | male |
| Christopher Uhlick | Chief Accounting Officer | — | male |
| Jay S. Sugarman | Chief Executive Officer | — | male |
| Michael Trachtenberg | President | — | male |
| Pearse Hoffmann | Senior Vice President of Capital Markets & Investor Relations | — | male |
ESG Rating
ESG Score History REAL ESTATE - SERVICES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for STHO
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
