Welcome to our dedicated page for Armada Hoffler Pptys SEC filings (Ticker: AHH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Armada Hoffler Properties, Inc. (NYSE: AHH) SEC filings, giving investors a detailed view of how the company reports its financial condition, operating performance, and governance matters. As a Maryland-incorporated, self-managed real estate investment trust, Armada Hoffler files periodic and current reports with the SEC under the Securities Exchange Act of 1934.
Through its Forms 10-K and 10-Q, the company presents consolidated financial statements, segment information for office, retail, multifamily, and general contracting and real estate services, and discussions of funds from operations (FFO) and normalized FFO. These filings also describe the company’s real estate portfolio, construction backlog, real estate financing investments, and capital structure, including its revolving credit facility, senior unsecured notes, and interest rate derivatives.
Current Reports on Form 8-K offer more targeted disclosures. Recent 8-Ks furnished by Armada Hoffler have covered quarterly earnings releases and supplemental information, changes in the independent registered public accounting firm, annual meeting voting results, equity incentive plan amendments, and grants of Performance LTIP Units in its operating partnership. Other 8-Ks report Board decisions such as leadership changes, including the appointment of a new Chairman of the Board.
On Stock Titan, SEC filings are updated in near real time as they appear on EDGAR. AI-powered summaries help explain complex sections, highlight key performance measures like FFO, normalized FFO, and NOI, and clarify the implications of items such as debt financings, derivative positions, and equity awards. Investors can also review ownership and compensation disclosures in proxy-related filings and track how governance and capital decisions align with the company’s REIT strategy.
AH Realty Trust, Inc. (formerly Armada Hoffler Properties, Inc.) filed an amended report to update details about a previously announced change in its independent auditor. On February 27, 2026, the company appointed KPMG LLP as its independent registered public accounting firm for the fiscal year ending December 31, 2026 and dismissed Ernst & Young LLP (EY) from that role.
The company states that EY’s audit reports on its 2025 and 2024 financial statements contained no adverse opinions, disclaimers of opinion, or qualifications related to uncertainty, audit scope, or accounting principles. It also reports that there were no disagreements or reportable events with EY, as defined under SEC rules, during those years or the subsequent interim period through the effective date. EY has provided a letter to the SEC agreeing with these disclosures, which is included as an exhibit.
AH Realty Trust, Inc. CFO, Treasurer and Secretary Matthew Barnes-Smith surrendered 1,486 shares of common stock on March 3, 2026 to the company to satisfy tax withholding obligations related to vesting restricted stock, at $6.21 per share. He held 10,131 common shares directly afterward.
He also held 346,845 Time-Based LTIP Units and 207,202 Performance LTIP Units in AH Realty Trust, LP. After vesting and, generally, at least two years from grant, these units may be converted into Common Units and then redeemed in cash or shares, with portions subject to an additional one-year holding period. The LTIP and Common Units have no expiration date.
AH Realty Trust, Inc. director, CEO and President Shawn J. Tibbetts reported a tax-related share disposition and updated equity awards. On March 3, 2026, he surrendered 4,167 shares of common stock to the company at $6.21 per share to satisfy tax withholding obligations tied to vesting restricted stock, leaving him with 57,518 common shares held directly.
The filing also updates his equity-based awards. Following these transactions, he holds 709,791 Time-Based LTIP Units and 538,770 Performance LTIP Units in AH Realty Trust, LP. After vesting and, generally, at least two years after grant, these LTIP units may be converted into Operating Partnership common units, which are in turn redeemable for either cash or shares of the company’s common stock, with certain portions subject to additional one-year holding periods and no expiration dates.
Tibbetts Shawn J reported acquisition or exercise transactions in this Form 4 filing.
AH Realty Trust, Inc. reported that CEO and President Shawn J. Tibbetts received several equity awards tied to the company’s operating partnership. On March 2, 2026, he was granted 186,877 and 249,169 Time-Based LTIP Units and 373,754 Performance LTIP Units at a price of $0.00 per unit.
The Time-Based LTIP Units vest over time, with one grant vesting 33% on the grant date and 33% on each of the next two anniversaries, and another vesting 100% on the third anniversary, in each case subject to continued employment. After vesting and specified holding periods, these LTIP Units may be convertible into common units of the operating partnership, which are redeemable in cash or, at the company’s election, shares of common stock.
The Performance LTIP Units represent a target award that can vest up to 200% based on performance criteria over a performance period beginning on the grant date and ending before the third anniversary or on a defined control change date, also subject to continued employment.
AH Realty Trust, Inc. reported that CFO, Treasurer and Secretary Matthew Barnes-Smith received equity awards in the form of partnership units tied to the company’s operating partnership. He was granted 70,598 and 166,112 Time-Based LTIP Units and 141,196 Performance LTIP Units at a price of $0.0000 per unit.
After these grants, he directly holds Time-Based LTIP Units and Performance LTIP Units that can, after vesting and holding periods, be converted into common units of the operating partnership and then redeemed for either cash or one share of common stock per unit at the company’s election. The Time-Based LTIP Units vest over up to three years, while the Performance LTIP Units vest, if performance goals are met, at the end of a performance period of up to about three years.
AH Realty Trust, Inc. director Frederick Blair Wimbush reported an open-market purchase of 10,000 shares of common stock on March 3, 2026 at a price of $6.19 per share. Following this trade, he directly owns 38,684.877 common shares and 12,919 Time-Based LTIP Units linked to the company’s operating partnership.
Armada Hoffler Properties, Inc. filed an amended annual report mainly to correct tenant diversification disclosure and refresh CEO/CFO certifications, while leaving prior financial results unchanged. The company operates as a self-managed REIT focused on retail, office, multifamily and real estate financing assets in the Mid-Atlantic and Southeast.
For 2025 it reported a net loss attributable to common shareholders and OP unitholders of $7.5 million, or $0.07 per diluted share, alongside FFO of $79.7 million and Normalized FFO of $110.4 million. Property segment NOI rose to $177.6 million, up 3.9% year over year, with Same Store NOI up 2.8%. Stabilized portfolio occupancy was 95.3%, including 94.9% in retail and 96.4% in office, supported by positive leasing spreads and 858,509 square feet of renewals and new leases.
The company completed a strategic review, classified its construction and real estate services segment as discontinued operations, and later announced a fundamental restructuring to exit multifamily and real estate financing, divest construction, reduce leverage and rebrand as AH Realty Trust. It also raised $115.0 million of senior unsecured notes, acquired full ownership of the Allied | Harbor Point project, and bought Solis Gainesville II using a mix of cash and redemption of a preferred equity investment.
Armada Hoffler Properties details a pivotal year, combining solid property performance with a major strategic overhaul. For 2025, it reported a net loss attributable to common stockholders and OP Unitholders of $7.5 million, or $0.07 per diluted share, driven in part by repositioning actions and discontinued operations.
Cash-generation metrics remained stronger, with funds from operations (FFO) of $79.7 million, or $0.78 per diluted share, and Normalized FFO of $110.4 million, or $1.08 per diluted share. The stabilized portfolio was 95.3% occupied, and property segment NOI rose 3.9% to $177.6 million, supporting dividends of $0.56 per share.
During 2025 the company exited its general contracting and real estate services segment (now reported as discontinued operations), acquired full ownership of the Allied | Harbor Point project, and bought Solis Gainesville II. It also issued $115.0 million of senior unsecured notes, using proceeds to repay construction and revolver borrowings. In early 2026, Armada Hoffler announced a fundamental restructuring: exiting the multifamily property sector, divesting construction and real estate financing businesses, reducing leverage, and rebranding as AH Realty Trust to focus on a streamlined retail and office platform.
Armada Hoffler Properties, Inc. reported that its Board of Directors approved changes to its corporate charter and bylaws to adopt a new corporate name, “AH Realty Trust, Inc.”, effective March 2, 2026. This is a legal and branding change rather than an operational event.
The Board also approved amendments for the company’s operating partnership, changing its name from “Armada Hoffler, L.P.” to “AH Realty Trust, LP”, also effective March 2, 2026. These updates align the operating partnership’s identity with the new corporate name.
Armada Hoffler Properties, Inc. reported fourth quarter 2025 GAAP net loss attributable to common stockholders and OP unitholders of $1.0 million, or $0.01 per diluted share, versus net income of $0.26 per diluted share a year earlier. FFO was $23.1 million, or $0.23 per diluted share, down from $0.29, while Normalized FFO rose to $29.5 million, or $0.29 per diluted share, from $0.27.
For full-year 2025, the company posted a GAAP net loss of $7.9 million compared with net income of $30.9 million in 2024. Full-year FFO declined to $79.4 million, or $0.78 per diluted share, from $99.8 million, or $1.08, and Normalized FFO decreased to $110.1 million, or $1.08 per diluted share, from $118.9 million, or $1.29.
The stabilized portfolio remained highly occupied at 95.3% as of December 31, 2025, with office at 96.4%, retail at 94.9%, and multifamily at 94.6%. Same store NOI increased 6.3% on a GAAP basis year over year in the fourth quarter, supported by strong commercial renewal spreads including retail GAAP spreads of 15.3% and office GAAP spreads of 9.1%.
Armada Hoffler highlighted unrealized losses of $4.9 million on non-designated interest rate derivatives in the quarter, which reduced FFO but are excluded from Normalized FFO. As of December 31, 2025, total debt was $1.5 billion, 96% fixed or economically hedged, and net debt to total Adjusted EBITDAre was 8.1x, while stabilized portfolio debt to stabilized portfolio Adjusted EBITDAre was 5.5x.