St. Joe Company
About: The St. Joe Co is a real estate development, asset management, and operating company and it has three operating segments; the Residential segment plans and develops residential communities and sells homesites to homebuilders or retail consumers, the Hospitality segment that derives maximum revenue, features a private membership club, hotel operations, food and beverage operations, golf courses, beach clubs, retail outlets, gulf-front vacation rentals, management services, marinas, and other entertainment assets, and Commercial segment include leasing of commercial property, multi-family, senior living, self-storage, and other assets and it also oversees the planning, development, entitlement, management, and sale of commercial and rural land holdings.
Employees: 769
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 8 (+2) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 98
2% more capital invested
Capital invested by funds: $2.34B [Q1] → $2.39B (+$46.1M) [Q2]
0.44% more ownership
Funds ownership: 85.59% [Q1] → 86.03% (+0.44%) [Q2]
5% less call options, than puts
Call options by funds: $5.6M | Put options by funds: $5.91M
2% less funds holding
Funds holding: 276 [Q1] → 270 (-6) [Q2]
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
Financial journalist opinion
