JOE·790148100·US·equity·Real Estate - Real Estate - Diversified-Activist
JOE (ST JOE CO) is held by 141 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($356.3M), VANGUARD GROUP INC ($339.4M), STATE STREET CORP ($84.9M). Net institutional sentiment: Mixed.
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 6M(+0.4%) | $356.3M | 0.0% | +64.14% | 31 | |
Decreased | 5.7M(-4.1%) | $339.4M | 0.0% | +26.83% | 0 | |
Increased | 1.4M(+1.5%) | $84.9M | 0.0% | +25.46% | 30 | |
Decreased | 1.4M(-0.3%) | $80.6M | 0.0% | +82.89% | 0 | |
Increased | 1.2M(+15.4%) | $70.1M | 0.3% | +43.54% | 41 | |
Increased | 994,963(+1.2%) | $59.1M | 0.0% | +126.38% | 30 | |
Decreased | 823,697(-11.4%) | $48.9M | 0.0% | +55.63% | 0 | |
Decreased | 668,473(-6.9%) | $39.7M | 0.0% | +64.35% | 0 | |
Decreased | 629,510(-0.8%) | $37.4M | 0.4% | +362.68% | 0 | |
Decreased | 600,500(-2.0%) | $35.7M | 0.2% | +363.03% | 0 | |
Decreased | 554,837(-0.2%) | $32.9M | 0.4% | +53.58% | 0 | |
Increased | 429,376(+5.4%) | $25.5M | 0.0% | +46.40% | 30 | |
Decreased | 412,446(-9.5%) | $24.5M | 0.0% | +204.54% | 0 | |
Increased | 396,097(+8.3%) | $23.5M | 0.0% | +36.16% | 31 | |
Increased | 364,009(+0.8%) | $21.6M | 0.0% | +135.27% | 29 | |
Decreased | 310,120(-7.7%) | $18.4M | 0.0% | +70.70% | 0 | |
Increased | 238,929(+11.6%) | $14.2M | 0.0% | +55.93% | 31 | |
Decreased | 190,434(-1.4%) | $11.3M | 0.0% | +151.82% | 0 | |
Decreased | 189,208(-32.0%) | $11.2M | 0.0% | +56.72% | 0 | |
Decreased | 187,100(-10.6%) | $11.1M | 0.0% | +51.22% | 0 | |
Increased | 174,988(+12.3%) | $10.4M | 0.0% | +64.60% | 31 | |
Increased | 169,191(+47.6%) | $10M | 0.0% | +46.00% | 38 | |
Increased | 162,417(+30.0%) | $9.6M | 0.0% | +49.23% | 35 | |
Increased | 139,947(+668.4%) | $8.3M | 0.0% | +25.01% | 44 | |
Decreased | 137,874(-24.9%) | $8.2M | 0.1% | +53.21% | 0 | |
Decreased | 131,938(-0.9%) | $7.8M | 0.0% | +58.55% | 0 | |
Increased | 128,352(+68.3%) | $7.6M | 0.0% | +38.14% | 40 | |
Increased | 122,684(+15.9%) | $7.3M | 0.0% | +101.18% | 32 | |
Decreased | 100,578(-6.3%) | $6M | 0.0% | +185.19% | 0 | |
Decreased | 92,799(-32.8%) | $5.5M | 0.0% | +63.43% | 0 | |
Increased | 89,068(+163.6%) | $5.3M | 0.0% | +31.83% | 44 | |
Increased | 87,083(+920.8%) | $5.2M | 0.0% | +23.45% | 44 | |
Decreased | 83,185(-41.1%) | $4.9M | 0.0% | +40.64% | 0 | |
Unchanged | 78,800 | $4.7M | 0.0% | +363.04% | 0 | |
Increased | 75,255(+84.5%) | $4.5M | 0.0% | +60.13% | 42 | |
Increased | 74,414(+22.4%) | $4.4M | 0.0% | +43.76% | 32 | |
Increased | 74,300(+1.2%) | $4.4M | 0.0% | +198.01% | 27 | |
Decreased | 73,603(-2.3%) | $4.4M | 0.0% | +250.47% | 0 | |
Increased | 68,862(+28.3%) | $4.1M | 0.0% | +33.32% | 33 | |
Decreased | 66,419(-38.7%) | $3.9M | 0.0% | +63.31% | 0 | |
Increased | 59,388(+8.9%) | $3.5M | 0.0% | +33.88% | 29 | |
Increased | 51,134(+12.1%) | $3M | 0.0% | +136.32% | 30 | |
Increased | 50,373(+70.7%) | $3M | 0.0% | +44.87% | 39 | |
Increased | 50,146(+94.5%) | $3M | 0.0% | +39.63% | 42 | |
New | 48,780 | $2.9M | 0.0% | +21.30% | 36 | |
Increased | 45,461(+28.4%) | $2.7M | 0.0% | +45.01% | 33 | |
Decreased | 39,990(-59.4%) | $2.4M | 0.0% | +60.15% | 0 | |
Decreased | 38,230(-0.3%) | $2.3M | 0.0% | +87.54% | 0 | |
Increased | 38,221(+0.0%) | $2.3M | 0.0% | +49.23% | 26 | |
Decreased | 37,740(-35.0%) | $2.2M | 0.0% | +55.77% | 0 | |
Decreased | 35,544(-5.5%) | $2.1M | 0.0% | +280.08% | 0 | |
Increased | 33,821(+24.5%) | $2M | 0.0% | +42.47% | 32 | |
Increased | 31,700(+18.7%) | $1.9M | 0.0% | +48.48% | 30 | |
Increased | 31,596(+142.1%) | $1.9M | 0.0% | +30.91% | 42 | |
Decreased | 31,209(-14.0%) | $1.9M | 0.0% | +51.78% | 0 | |
Increased | 28,880(+194.8%) | $1.7M | 0.0% | +49.19% | 41 | |
Increased | 28,634(+61.4%) | $1.7M | 0.0% | +39.30% | 37 | |
Increased | 28,092(+3.8%) | $1.7M | 0.0% | +46.79% | 27 | |
Increased | 24,290(+233.8%) | $1.4M | 0.0% | +28.65% | 41 | |
Decreased | 21,256(-6.6%) | $1.3M | 0.0% | +100.64% | 0 | |
New | 19,079 | $1.1M | 0.0% | +21.30% | 35 | |
Decreased | 18,462(-5.1%) | $1.1M | 0.0% | +146.35% | 0 | |
Decreased | 17,673(-0.2%) | $1M | 0.0% | +36.11% | 0 | |
Increased | 17,354(+2.6%) | $1M | 0.0% | +36.13% | 26 | |
Increased | 15,148(+23.6%) | $1M | 0.0% | +47.09% | 30 | |
New | 16,849 | $1M | 0.0% | +21.30% | 35 | |
Increased | 16,800(+53.7%) | $997,416 | 0.0% | +37.62% | 35 | |
Increased | 16,311(+13.8%) | $968,384 | 0.0% | +56.50% | 28 | |
Increased | 15,691(+51.9%) | $931,575 | 0.0% | +39.08% | 35 | |
Increased | 15,541(+183.2%) | $922,669 | 0.0% | +29.42% | 40 | |
Increased | 15,360(+31.2%) | $911,923 | 0.0% | +50.63% | 32 | |
Decreased | 14,949(-35.1%) | $887,522 | 0.0% | +52.01% | 0 | |
Unchanged | 13,291 | $789,087 | 0.0% | +178.87% | 0 | |
Decreased | 12,746(-30.9%) | $756,728 | 0.0% | +47.53% | 0 | |
Decreased | 12,642(-0.4%) | $750,568 | 0.0% | +54.91% | 0 | |
New | 12,465 | $740,047 | 0.0% | +21.30% | 34 | |
Decreased | 10,718(-12.9%) | $687,131 | 0.0% | +47.03% | 0 | |
Increased | 11,469(+6.5%) | $680,944 | 0.0% | +50.08% | 26 | |
Decreased | 10,585(-1.4%) | $653,519 | 0.0% | +49.01% | 0 | |
Decreased | 11,000(-74.4%) | $653,070 | 0.0% | +58.87% | 0 | |
Decreased | 10,726(-28.5%) | $636,803 | 0.0% | +64.04% | 0 | |
Decreased | 10,608(-14.5%) | $629,797 | 0.0% | +61.59% | 0 | |
Decreased | 10,506(-6.2%) | $623,741 | 0.0% | +163.22% | 0 | |
Decreased | 10,107(-10.2%) | $600,053 | 0.0% | +58.72% | 0 | |
Decreased | 9,864(-3.1%) | $585,626 | 0.0% | +117.84% | 0 | |
New | 5,418 | $559,126 | 0.0% | +21.30% | 34 | |
Decreased | 9,387(-19.7%) | $557,306 | 0.0% | +36.86% | 0 | |
Decreased | 9,108(-68.7%) | $540,742 | 0.0% | +47.49% | 0 | |
New | 8,900 | $528,393 | 0.0% | +21.30% | 33 | |
New | 8,752 | $519,607 | 0.0% | +21.30% | 33 | |
Increased | 8,485(+16.1%) | $503,754 | 0.0% | +64.06% | 28 | |
Decreased | 8,000(-4.8%) | $474,960 | 0.0% | +61.93% | 0 | |
Decreased | 7,926(-11.4%) | $470,720 | 0.0% | +60.79% | 0 | |
Increased | 7,428(+3.0%) | $441,001 | 0.0% | +54.97% | 25 | |
New | 7,300 | $433,401 | 0.0% | +21.30% | 33 | |
Decreased | 7,154(-10.1%) | $424,733 | 0.0% | +50.97% | 0 | |
Unchanged | 7,019 | $416,718 | 0.0% | +198.03% | 0 | |
Decreased | 6,700(-2.9%) | $397,779 | 0.0% | +68.59% | 0 | |
Decreased | 6,182(-0.4%) | $367,023 | 0.0% | +56.87% | 0 | |
New | 5,628 | $334,134 | 0.0% | +21.30% | 33 | |
Increased | 5,534(+9.5%) | $328,554 | 0.0% | +35.08% | 26 | |
New | 5,519 | $327,669 | 0.0% | +21.30% | 33 | |
Unchanged | 5,491 | $325,993 | 0.0% | +49.00% | 0 | |
Decreased | 5,390(-29.8%) | $320,004 | 0.0% | +47.53% | 0 | |
Increased | 5,375(+20.3%) | $319,114 | 0.0% | +42.34% | 28 | |
Increased | 5,299(+14.3%) | $314,610 | 0.0% | +44.86% | 27 | |
New | 4,658 | $276,545 | 0.0% | +21.30% | 32 | |
Increased | 4,554(+1.7%) | $270,371 | 0.0% | +154.71% | 24 | |
Decreased | 4,504(-7.6%) | $267,407 | 0.0% | +57.65% | 0 | |
New | 4,466 | $265,148 | 0.0% | +21.30% | 32 | |
Decreased | 4,360(-27.4%) | $259,205 | 0.0% | +48.87% | 0 | |
New | 4,207 | $249,770 | 0.0% | +21.30% | 32 | |
Decreased | 4,002(-13.4%) | $237,598 | 0.0% | +25.16% | 0 | |
New | 3,736 | $221,779 | 0.0% | +21.30% | 32 | |
New | 3,548 | $210,645 | 0.0% | +21.30% | 32 | |
New | 3,476 | $206,371 | 0.0% | +21.30% | 32 | |
Decreased | 3,471(-22.2%) | $206,073 | 0.0% | +49.01% | 0 | |
Decreased | 2,974(-51.8%) | $176,566 | 0.0% | +60.61% | 0 | |
Decreased | 2,675(-5.6%) | $158,815 | 0.0% | +65.21% | 0 | |
Decreased | 1,870(-54.0%) | $111,022 | 0.0% | +47.12% | 0 | |
New | 1,545 | $91,727 | 0.0% | +21.30% | 30 | |
New | 1,391 | $82,584 | 0.0% | +21.30% | 30 | |
Increased | 1,177(+3.8%) | $69,879 | 0.0% | +55.44% | 22 | |
Increased | 1,120(+362.8%) | $66,494 | 0.0% | +25.36% | 34 | |
Decreased | 1,002(-87.0%) | $59,488 | 0.0% | +47.53% | 0 | |
Increased | 815(+74.9%) | $48,405 | 0.0% | +39.60% | 21 | |
Unchanged | 800 | $47,496 | 0.0% | +61.12% | 0 | |
Increased | 709(+11.3%) | $42,093 | 0.0% | +45.97% | 22 | |
New | 547 | $32,456 | 0.0% | +21.30% | 27 | |
Increased | 352(+1035.5%) | $20,898 | 0.0% | +23.04% | 21 | |
New | 261 | $15,496 | 0.0% | +21.30% | 28 | |
New | 268 | $14,700 | 0.0% | +21.30% | 25 | |
Increased | 196(+14.6%) | $11,637 | 0.0% | +49.90% | 14 | |
Increased | 145(+18.9%) | $8,609 | 0.0% | +42.54% | 13 | |
Unchanged | 125 | $7,476 | 0.0% | +37.13% | 0 | |
Increased | 75,211(+890.9%) | $4,465 | 0.0% | +24.50% | 24 | |
Increased | 45,596(+5.8%) | $2,708 | 0.0% | +66.77% | 13 | |
Decreased | 20(-97.0%) | $1,187 | 0.0% | +47.53% | 0 | |
New | 9 | $534 | 0.0% | +21.30% | 17 | |
Decreased | 4(-97.5%) | $237 | 0.0% | +47.53% | 0 | |
Increased | 515(+38.1%) | $31 | 0.0% | +40.15% | 10 | |
Exited | 0(-100.0%) | $2,425 | 0.0% | +21.63% | 0 | |
Exited | 0(-100.0%) | $247 | 0.0% | +31.17% | 0 | |
Exited | 0(-100.0%) | $167,787 | 0.0% | +21.63% | 0 | |
Exited | 0(-100.0%) | $26,818 | 0.0% | +21.63% | 0 | |
Exited | 0(-100.0%) | $19,820 | 0.0% | +21.63% | 0 | |
Exited | 0(-100.0%) | $300,591 | 0.0% | +22.22% | 0 | |
Exited | 0(-100.0%) | $2.3M | 0.0% | +21.63% | 0 | |
Exited | 0(-100.0%) | $223,952 | 0.0% | +30.71% | 0 | |
Exited | 0(-100.0%) | $246,360 | 0.0% | +30.71% | 0 | |
Exited | 0(-100.0%) | $229,545 | 0.0% | +22.84% | 0 | |
Exited | 0(-100.0%) | $239,879 | 0.0% | +29.88% | 0 |
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer