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End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
We are the first publicly traded REIT focused exclusively on Convenience real estate. Operating as a distinct sector within the retail real estate landscape, Convenience properties are generally positioned on the curbline of well-trafficked intersections and vehicular corridors in the most desirable markets. Convenience properties boast superior access, visibility and offer dedicated parking.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Revenue | $73.1M | $93.7M | $120.9M | $182.9M |
| Gross profit | — | — | — | — |
| Operating income | — | — | — | — |
| Net income | $25.7M | $31.0M | $10.3M | $39.9M |
| Diluted EPS | $0.25 | $0.30 | $0.09 | $0.37 |
| Operating cash flow | $49.9M | $59.2M | $54.3M | $124.6M |
| Free cash flow | — | — | — | — |
| Gross margin | — | — | — | — |
| Operating margin | — | — | — | — |
| Net margin | 35.2% | 33.1% | 8.5% | 21.8% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $28.2M | $29.8M | $34.9M | $38.7M | $41.4M | $48.6M | $54.1M | $58.0M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $6.2M | -$15.4M | $11.5M | $10.6M | $10.4M | $9.4M | $9.6M | $3.6M |
| Diluted EPS | $0.06 | -$0.15 | $0.10 | $0.10 | $0.10 | $0.09 | $0.08 | $0.03 |
| Operating cash flow | $16.9M | -$7.1M | $29.0M | $25.4M | $34.2M | $39.2M | $25.9M | $21.4M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — |
| Net margin | 22.1% | -51.8% | 32.8% | 27.3% | 25.1% | 19.2% | 17.6% | 6.2% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-25 | Fennerty Conor· EVP, CFO & Treasurer | Award | 49,326 | $0.00 | $0.00 | filing |
| 2026-06-25 | Cattonar John M· EVP & Chief Investment Officer | Award | 45,051 | $0.00 | $0.00 | filing |
| 2026-05-11 | Lukes David R· President & CEO | Gift | 126,000 | $0.00 | $0.00 | filing |
| 2026-05-11 | Lukes David R· President & CEO | Gift | 42,000 | $0.00 | $0.00 | filing |
| 2026-05-11 | Lukes David R· President & CEO | Gift | 42,000 | $0.00 | $0.00 | filing |
| 2026-05-11 | Lukes David R· President & CEO | Gift | 42,000 | $0.00 | $0.00 | filing |
| 2026-04-08 | Solomon Lesley H· EVP & General Counsel | Tax withholding | 408 | $26.79 | $10,930.32 | filing |
| 2026-03-16 | Lukes David R· President & CEO | Sale | 83,663 | $26.83 | $2.2M | filing |
| 2026-03-13 | Lukes David R· President & CEO | Sale | 39,749 | $26.80 | $1.1M | filing |
| 2026-02-28 | Lukes David R· President & CEO | Tax withholding | 77,816 | $27.81 | $2.2M | filing |
| 2026-02-28 | Fennerty Conor· EVP, CFO & Treasurer | Tax withholding | 19,562 | $27.81 | $544,019.22 | filing |
| 2026-02-28 | Cattonar John M· EVP & Chief Investment Officer | Tax withholding | 9,320 | $27.81 | $259,189.20 | filing |
| 2026-02-22 | Lukes David R· President & CEO | Tax withholding | 11,537 | $27.25 | $314,383.25 | filing |
| 2026-02-22 | Fennerty Conor· EVP, CFO & Treasurer | Tax withholding | 4,402 | $27.25 | $119,954.50 | filing |
| 2026-02-22 | Cattonar John M· EVP & Chief Investment Officer | Tax withholding | 1,893 | $27.25 | $51,584.25 | filing |
| 2026-02-22 | Solomon Lesley H· EVP & General Counsel | Tax withholding | 640 | $27.25 | $17,440.00 | filing |
| 2026-02-22 | Yarian Christina M.· SVP & Chief Accounting Officer | Tax withholding | 154 | $27.25 | $4,196.50 | filing |
| 2026-02-22 | Fennerty Conor· EVP, CFO & Treasurer | Award | 9,564 | $0.00 | $0.00 | filing |
| 2026-02-22 | Solomon Lesley H· EVP & General Counsel | Award | 3,828 | $0.00 | $0.00 | filing |
| 2026-02-22 | Yarian Christina M.· SVP & Chief Accounting Officer | Award | 2,204 | $0.00 | $0.00 | filing |
| 2026-02-02 | Lukes David R· President & CEO | Gift | 126,000 | $0.00 | $0.00 | filing |
| 2026-02-02 | Lukes David R· President & CEO | Gift | 126,000 | $0.00 | $0.00 | filing |
| 2025-09-15 | Fennerty Conor· EVP, CFO & Treasurer | Tax withholding | 2,472 | $22.47 | $55,545.84 | filing |
| 2025-09-15 | Cattonar John M· EVP & Chief Investment Officer | Tax withholding | 1,746 | $22.47 | $39,232.62 | filing |
| 2025-08-07 | Lukes David R· President & CEO | Sale | 100,000 | $22.46 | $2.2M | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.