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.
AH Realty Trust, Inc. filings document the REIT's operating results, governance, capital structure, and corporate-status history, including the completed name change from Armada Hoffler Properties, Inc. The company's Form 8-K reports furnish quarterly financial results and supplemental operating information, while other material-event filings cover amendments to governing documents, operating partnership agreements, auditor changes, and executive equity compensation arrangements.
Proxy materials address board elections, executive compensation, equity awards, shareholder voting matters, and related governance disclosures. The filing record also reflects the company's common stock, preferred securities, REIT structure, and operating partnership arrangements.
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.
Armada Hoffler Properties updated its executive compensation and incentive structures. The board’s Compensation Committee granted retention equity awards of $1,500,000 and $1,000,000 in Time-Based LTIP Units to senior executives Shawn J. Tibbetts and Matthew T. Barnes-Smith. These units vest after three years and then must be held for an additional year, with accelerated vesting upon death, a control change, or qualifying termination without cause or for good reason.
The committee also adopted an Alignment of Interest Program allowing select leaders to take 25%–100% of their earned cash bonus in Time-Based LTIP Units, either fully vested at 100% of bonus value or three-year vesting at 125%. Finally, the executive severance plan was amended so performance-based equity vests on a change in control at the greater of target or actual performance.
Armada Hoffler Properties director reports small stock purchase
Director F. Blair Wimbush reported buying 327.99 shares of Armada Hoffler Properties, Inc. (AHH) common stock on January 8, 2026 at a weighted average price of $6.626 per share. The shares were acquired through a broker-sponsored dividend reinvestment program, which automatically uses cash dividends to buy additional stock.
After this transaction, Wimbush beneficially owned 28,684.877 shares of common stock directly. He also held 12,919 Time-Based LTIP Units in Armada Hoffler, L.P., which may convert into partnership common units once vesting and other conditions in the partnership agreement and award documents are met.
Armada Hoffler Properties, Inc. reported that one of its directors acquired 2,013 shares of common stock on 12/15/2025 at $6.828 per share. These shares were issued to the director in lieu of his cash retainer, meaning he received stock instead of his usual cash board fee.
After this transaction, the director beneficially owns 48,493 shares of Armada Hoffler common stock in direct ownership, as shown in a report filed for a single reporting person who serves as a director of the company.