Centerspace
CSRReal Estate·REIT - Residential·USA·Small·NYSE·Nov 11 • 10:03 AM ET
56.46-0.71 (-1.24%)
2026-11-11 16:05 CET
Market cap
961.82 USD m
Revenue, TTM
407.50 USD m
Net income, TTM
90.58 USD m
Free cash flow, TTM
48.63 USD m
EPS diluted, TTM
5.35
P/E
10.55
Price
CSR against its 20, 50 and 200-day averages2050200beatearnings
18.9% under 69.61 on 4 May 2026. Last 15 sessions, 9.1% high to low
Profile
CSR52-week range, 25% of the way up
52.0069.61
Centerspace is a real estate investment trust, which engages in the business of owning, managing, acquiring, developing, and redeveloping apartment communities. It operates under the Multifamily and All Other segments. The All Other segment includes non-multifamily properties and non-multifamily components of mixed-use properties. The company was founded on July 31, 1970 and is headquartered in Minot, ND.
| Index | RUT |
|---|---|
| Employees | 349 |
| IPO | Oct 17, 1997 |
| Beta | 0.83 |
| ATR, 14d | 1.40 |
| Rel volume | 0.18 |
| Short float | 4.81% |
| Insider own | 0.67% |
| Inst own | 95.02% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 999.45M |
| Enterprise Value | 1.83B |
| Income | 90.58M |
| Sales | 407.50M |
| Book/sh | 47.12 |
| Cash/sh | 6.73 |
| Dividend Est. | 4.60 (8.14%) |
| Dividend TTM | 3.08 (5.46%) |
| Dividend Ex-Date | Sep 29, 2026 |
| Dividend Gr. 3/5Y | 1.79% 1.92% |
| Payout | 302.14% |
| Employees | 349 |
| IPO | Oct 17, 1997 |
Ratios
| P/E | 10.55 |
|---|---|
| Forward P/E | - |
| PEG | - |
| P/S | 2.45 |
| P/B | 1.20 |
| P/C | 8.39 |
| P/FCF | 20.55 |
| EV/EBITDA | 6.61 |
| EV/Sales | 4.48 |
| Quick Ratio | 2.56 |
| Current Ratio | 2.56 |
| Debt/Eq | 1.02 |
| LT Debt/Eq | 1.02 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 5.35 |
|---|---|
| EPS next Y | -0.37 |
| EPS next Q | 0.11 |
| EPS this Y | -179.46% |
| EPS next Y | 54.18% |
| EPS next 5Y | - |
| EPS past 3/5Y | - - |
| Sales past 3/5Y | 11.21% 14.68% |
| EPS Y/Y TTM | 196.14% |
| Sales Y/Y TTM | 15.45% |
| EPS Q/Q | 167.76% |
| Sales Q/Q | 39.02% |
| Earnings | Nov 02 AMC |
| EPS/Sales Surpr. | 4702.11% -5.16% |
Ownership
| Insider Own | 0.67% |
|---|---|
| Insider Trans | 1.89% |
| Inst Own | 95.02% |
| Inst Trans | -1.08% |
| ROA | 4.67% |
| ROE | 11.69% |
| ROIC | 5.64% |
| Gross Margin | 48.12% |
| Oper. Margin | 42.34% |
| Profit Margin | 22.23% |
| SMA20 | -1.25% |
| SMA50 | 0.53% |
| SMA200 | -4.86% |
| Trades | - |
Technical
| Shs Outstand | 16.82M |
|---|---|
| Shs Float | 16.71M |
| Short Float | 4.81% |
| Short Ratio | 3.18 |
| Short Interest | 0.80M |
| 52W High | 69.61 -18.89% |
| 52W Low | 52.00 8.58% |
| Volatility | 2.47% 2.27% |
| ATR (14) | 1.40 |
| RSI (14) | 47.73 |
| Beta | 0.83 |
| Rel Volume | 0.18 |
| Avg Volume | 252.34K |
| Volume | 5,869 |
Performance
| Perf Week | -5.22% |
|---|---|
| Perf Month | 0.80% |
| Perf Quarter | 0.95% |
| Perf Half Y | -17.56% |
| Perf YTD | -15.38% |
| Perf Year | -14.44% |
| Perf 3Y | 10.02% |
| Perf 5Y | -43.74% |
| Perf 10Y | -9.12% |
| Recom | 2.33 |
| Target Price | 63.57 |
| Prev Close | 57.17 |
| Price | 56.46 |
| Change % | -1.24% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jun 16, 2026 | Downgrade | BBTIG Research | Buy → Neutral | ||
| Jun 08, 2026 | Downgrade | PPiper Sandler | Overweight → Neutral | $64 | +13.4% |
| Apr 07, 2026 | Upgrade | PPiper Sandler | Neutral → Overweight | $72 | +27.5% |
| Nov 12, 2025 | Downgrade | RRaymond James | Strong Buy → Mkt Perform | ||
| Oct 01, 2025 | Initiated | CCantor Fitzgerald | Neutral | $62 | +9.8% |
| May 15, 2025 | Upgrade | RRaymond James | Outperform → Strong Buy | $69 | +22.2% |
| Apr 21, 2025 | Upgrade | RRaymond James | Mkt Perform → Outperform | $66 | +16.9% |
| Apr 07, 2025 | Initiated | UUBS | Neutral | $67 | +18.7% |
| Apr 04, 2025 | Upgrade | BBMO Capital Markets | Market Perform → Outperform | $77 | +36.4% |
| Mar 19, 2025 | Initiated | WWells Fargo | Equal Weight | $68 | +20.4% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| IRT | Independence Realty Trust Inc | 3.59B |
| NXRT | NexPoint Residential Trust Inc | 401.47M |
| BRT | BRT Apartments Corp | 236.65M |
| CPT | Camden Property Trust | 13.33B |
| MAA | Mid-America Apartment Communities Inc | 14.02B |
| UDR | UDR Inc | 11.53B |
| VMRK | Vivmark Residential | 50.25B |
| ESS | Essex Property Trust Inc | 18.18B |
| AMH | American Homes 4 Rent | 11.68B |
| INVH | Invitation Homes Inc | 15.46B |
Insider trading
12 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Jones-Tyson Rodney | Director | Jun 22 '26 | Buy | 55.26 | 1,700 | 93,942 | 7,877 | Jun 24 04:33 PM |
| Schissel John A | Director | Jun 18 '26 | Buy | 54.90 | 500 | 27,450 | 17,195 | Jun 23 12:03 PM |
| Green Emily Nagle | Director | Jun 01 '26 | Option Exercise | 0.00 | 1,446 | 0 | 8,568 | Jun 02 05:33 PM |
| Schissel John A | Director | Jun 01 '26 | Option Exercise | 0.00 | 2,297 | 0 | 16,695 | Jun 02 05:24 PM |
| TWINEM MARY J | Director | Jun 01 '26 | Option Exercise | 0.00 | 1,446 | 0 | 11,566 | Jun 02 05:22 PM |
| Rosenberg Jay L. | Director | Jun 01 '26 | Option Exercise | 0.00 | 1,446 | 0 | 2,587 | Jun 02 05:19 PM |
| Jones-Tyson Rodney | Director | Jun 01 '26 | Option Exercise | 0.00 | 1,446 | 0 | 6,177 | Jun 02 05:17 PM |
| Hixon Ola Oyinsan | Director | Jun 01 '26 | Option Exercise | 0.00 | 1,446 | 0 | 3,193 | Jun 02 05:14 PM |
| Patel Bhairav | EVP and CFO | Mar 31 '26 | Option Exercise | 0.00 | 1,831 | 0 | 9,699 | Apr 02 04:16 PM |
| Olson Anne | President, CEO & Secretary | Mar 31 '26 | Option Exercise | 0.00 | 5,492 | 0 | 33,101 | Apr 02 04:15 PM |
| Olson Anne | President, CEO & Secretary | Dec 26 '25 | Option Exercise | 0.00 | 7,324 | 0 | 26,820 | Dec 30 12:14 PM |
| Patel Bhairav | EVP and CFO | Dec 26 '25 | Option Exercise | 0.00 | 2,788 | 0 | 6,521 | Dec 30 12:13 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | AUM: 106.27B |
| VNQ | Vanguard Real Estate Index Fund ETF | AUM: 38.99B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.76B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.10B |
| SPSM | State Street SPDR Portfolio S&P 600TM Small Cap ETF | AUM: 16.06B |
| SCHH | Schwab U.S. REIT ETF | AUM: 11.94B |
News
latest 14 of 206- Independence Realty Trust Stockholders and Centerspace Shareholders Approve Merger (Business Wire)
- Centerspace: Q3 Earnings Snapshot (Associated Press)
- Centerspace Reports Third Quarter 2026 Financial & Operating Results (PR Newswire)
- Independence Realty Trust Announces Third Quarter 2026 Financial Results (Business Wire)
- Are SYNA, CSR, VCTR, EFSI Obtaining Fair Deals for their Shareholders? (PR Newswire)
- Loading…
- Centerspace's First Post-Sale Quarter Tests Whether Denver Can Offset A Smaller Footprint (Earnings Whispers)
- Are EFSI, VCTR, CSR Obtaining Fair Deals for their Shareholders? (PR Newswire)
- Are CSR, WEAV, DV Obtaining Fair Deals for their Shareholders? (PR Newswire)
- Centerspace Announces Third Quarter 2026 Earnings Release Date (PR Newswire)
- Investor challenges IRTs acquisition of Centerspace (Multifamily Dive)
- Activist Calls Independence Realty Trust's Centerspace Merger 'Destructive' To REIT (Bisnow)
- IRTs purchase of Centerspace driven by scale, diversification (Multifamily Dive)
- IRT, Centerspace Merge in $8.1B Multifamily REIT Deal (CRE Daily)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-02 | 7.280 | 0.152 | 0.295 | 59.50 | 62.74 | 3 |
| 2026Q2 | 2026-08-03 | -0.070 | -0.130 | -0.061 | 65.80 | 66.29 | 5 |
| 2026Q1 | 2026-05-04 | -0.770 | -0.290 | -0.768 | 65.07 | 66.54 | 5 |
| 2025Q4 | 2026-02-17 | -1.100 | -0.222 | -1.103 | 66.68 | 69.99 | 5 |
| 2025Q3 | 2025-11-03 | 3.190 | 0.147 | 2.720 | 71.40 | 68.98 | 6 |
| 2025Q2 | 2025-08-04 | -0.870 | -0.125 | -0.867 | 68.55 | 67.99 | 4 |
| 2025Q1 | 2025-05-01 | -0.220 | -0.179 | -0.223 | 66.90 | 66.49 | 5 |
| 2024Q4 | 2025-02-18 | -0.310 | -0.205 | -0.306 | 66.33 | 65.82 | 4 |
| 2024Q3 | 2024-10-28 | -0.400 | -0.225 | -0.397 | 65.03 | 65.88 | 4 |
| 2024Q2 | 2024-07-29 | -0.190 | -0.230 | -0.194 | 65.03 | 65.46 | 3 |
| 2024Q1 | 2024-04-29 | -0.370 | -0.290 | -0.369 | 64.51 | 64.62 | 4 |
| 2023Q4 | 2024-02-20 | -0.650 | -0.153 | -0.650 | 64.59 | 64.66 | 4 |
| 2023Q3 | 2023-10-30 | 0.410 | -0.173 | 0.409 | 64.75 | 65.17 | 4 |
| 2023Q2 | 2023-07-31 | -0.230 | -0.130 | -0.232 | 64.78 | 65.86 | 3 |
| 2023Q1 | 2023-05-01 | 2.760 | -0.120 | 2.286 | 67.90 | 67.21 | 3 |
| 2022Q4 | 2023-02-21 | -0.240 | -0.100 | -0.240 | 67.85 | 66.89 | 1 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 8.700 | 10.100 | 8.700 | 169.75 | 193.84 |
| 2018FY | -0.750 | -2.250 | -1.124 | 121.87 | 182.49 |
| 2019FY | 6.000 | 1.640 | 6.003 | 185.76 | 187.2 |
| 2020FY | -0.150 | -0.323 | -0.143 | 177.99 | 177.37 |
| 2021FY | -0.470 | -0.020 | -0.549 | 201.71 | 197.2 |
| 2022FY | -1.350 | -1.200 | -1.350 | 256.72 | 255.64 |
| 2023FY | 2.320 | 2.555 | 2.324 | 261.68 | 261.81 |
| 2024FY | -1.270 | -1.083 | -1.268 | 261.05 | 260.3 |
| 2025FY | 1.020 | 1.735 | 0.940 | 257.67 | 277.03 |
| 2026FY | - | -0.811 | - | - | 253.33 |
| 2027FY | - | -0.371 | - | - | 247.68 |
| 2028FY | - | -0.257 | - | - | 240.16 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-03 | 7 | 0 | 2 | 60.78 | 58.00 | 65.74 |
| 2026Q4 | S | 2026-11-02 | 7 | 0 | 2 | 61.90 | 58.17 | 65.80 |
| 2026Q4 | S | 2026-10-28 | 7 | 0 | 2 | 61.90 | 58.17 | 65.80 |
| 2026Q4 | S | 2026-10-18 | 7 | 0 | 4 | 61.90 | 58.17 | 65.80 |
| 2026Q4 | S | 2026-09-23 | 7 | 1 | 5 | 61.90 | 58.17 | 65.80 |
| 2026Q4 | S | 2026-08-31 | 8 | 1 | 5 | 61.82 | 58.17 | 65.80 |
| 2026Q4 | S | 2026-08-29 | 8 | 1 | 5 | 62.24 | 59.50 | 65.80 |
| 2026Q4 | S | 2026-08-25 | 8 | 1 | 6 | 62.24 | 59.50 | 65.80 |
| 2026Q4 | S | 2026-08-14 | 8 | 1 | 5 | 62.77 | 59.50 | 70.10 |
| 2026Q4 | S | 2026-08-13 | 7 | 1 | 3 | 64.07 | 60.00 | 70.10 |
| 2026Q4 | S | 2026-08-04 | 8 | 1 | 3 | 64.67 | 60.00 | 70.10 |
| 2026Q4 | S | 2026-07-21 | 8 | 0 | 4 | 64.82 | 59.00 | 70.10 |
| 2026Q4 | S | 2026-07-19 | 7 | 0 | 3 | 65.29 | 59.00 | 70.10 |
| 2026Q4 | S | 2026-07-17 | 7 | 1 | 4 | 65.29 | 59.00 | 70.10 |
Estimate history
| EPS, annual | 2.982 | -1.124 | 6.003 | -0.143 | -0.549 | -1.35 | 2.324 | -1.268 | 1.019 | 5.3525 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2015 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | -0.397 | -0.306 | -0.223 | -0.867 | 2.72 | -1.103 | -0.768 | -0.061 | 7.284 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 188.32 | 182.807 | 185.755 | 177.994 | 229.223 | 256.757 | 332.553 | 260.406 | 353.132 | 407.5 |
| Period | 2015 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 65.025 | 66.409 | 67.093 | 68.549 | 150.93 | 66.56 | 65.069 | 66.053 | 209.823 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 12.109 | 11.942 | 12.098 | 13.027 | 15.016 | 15.02 | 14.963 | 16.719 | 16.761 | 16.824 |
| Period | 2015 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 16.568 | 16.719 | 16.735 | 16.757 | 16.703 | 16.761 | 16.803 | 16.792 | 16.824 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 407.50 | 353.13 | 260.41 | 332.55 | 256.76 | 229.22 | 177.99 | 185.75 | 182.81 |
| Total Expenses | 234.95 | 250.06 | 236.62 | 236.92 | 241.31 | 198.99 | 167.99 | 173.22 | 171.97 |
| Operating Income | 172.55 | 103.07 | 23.78 | 95.63 | 15.45 | 30.24 | 10.00 | 12.53 | 10.83 |
| Unusual Expense | 28.93 | 38.63 | 3.31 | 11.18 | 1.59 | 0.88 | 1.69 | -3.11 | 4.04 |
| Net Income Before Taxes | 106.07 | 22.96 | -14.19 | 49.23 | -17.64 | -2.10 | 4.74 | 84.82 | -8.84 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 105.66 | 22.96 | -14.19 | 49.23 | -17.64 | -2.10 | 4.74 | 84.82 | -7.12 |
| Net Income From Continuing Operations | 90.81 | 17.59 | -10.69 | 41.97 | -13.47 | 0.61 | 5.08 | 79.21 | -5.74 |
| Net Income | 90.58 | 17.10 | -19.66 | 34.90 | -20.54 | -5.82 | -1.79 | 71.85 | -14.27 |
| EPS (Recurring) | 6.56 | 2.63 | -1.12 | 2.78 | -1.28 | -0.51 | -0.05 | 5.84 | -0.89 |
| EPS (Basic, Before Extraordinaries) | 5.39 | 1.02 | -1.27 | 2.33 | -1.35 | -0.47 | -0.14 | 6.12 | -1.12 |
| EPS (Diluted) | 5.35 | 1.02 | -1.27 | 2.32 | -1.35 | -0.55 | -0.14 | 6.00 | -1.12 |
| Non-Operating Income (Expense) | 3.49 | 3.00 | 1.90 | 0.27 | 0.45 | -11.47 | 21.18 | 99.43 | 16.17 |
| Other After Tax Adjustments | -0.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 4.14 | 3.44 | 3.01 | 3.29 | 2.62 | 2.69 | 2.11 | 1.91 | 1.27 |
| Price To Earnings Ratio | 10.68 | 10.68 | - | 26.19 | - | - | - | 12.21 | - |
| Price To Sales Ratio | 2.25 | 3.17 | 3.94 | 3.00 | 3.48 | 7.60 | 4.99 | 5.14 | 3.20 |
| Gross Margin | 48.12 | 35.11 | 15.97 | 34.79 | 12.84 | 20.26 | 13.17 | 14.53 | 13.98 |
| Operating Margin | 42.34 | 29.19 | 9.13 | 28.76 | 6.02 | 13.19 | 5.62 | 6.75 | 5.93 |
| Net Margin | 22.23 | 4.84 | -7.55 | 10.49 | -8.00 | -2.54 | -1.01 | 38.68 | -7.81 |
| Shares Outstanding | 16.82 | 16.76 | 16.72 | 14.96 | 15.02 | 15.02 | 13.03 | 12.10 | 11.94 |
| Market Capitalization | 961.82 | 961.82 | 1,096.24 | 876.06 | 884.10 | 1,557.58 | 916.62 | 842.78 | 587.50 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 209.82 | 66.05 | 65.07 | 66.56 | 150.93 | 68.55 | 67.09 | 66.41 |
| Total Expenses | 53.77 | 57.48 | 60.78 | 62.92 | 64.92 | 60.40 | 61.81 | 61.16 |
| Operating Income | 156.05 | 8.58 | 4.29 | 3.63 | 86.01 | 8.15 | 5.28 | 5.25 |
| Unusual Expense | 5.11 | -0.21 | 9.68 | 14.35 | 8.81 | 14.94 | 0.53 | 2.39 |
| Net Income Before Taxes | 143.65 | -1.13 | -14.97 | -21.48 | 65.41 | -16.79 | -4.18 | -5.79 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 143.24 | -1.13 | -14.97 | -21.48 | 65.41 | -16.79 | -4.18 | -5.79 |
| Net Income From Continuing Operations | 122.98 | -0.96 | -12.83 | -18.38 | 53.89 | -14.36 | -3.57 | -4.92 |
| Net Income | 122.92 | -1.02 | -12.89 | -18.43 | 53.78 | -14.52 | -3.73 | -5.08 |
| EPS (Recurring) | 7.50 | -0.07 | -0.36 | -0.50 | 3.03 | -0.24 | -0.20 | -0.21 |
| EPS (Basic, Before Extraordinaries) | 7.32 | -0.06 | -0.77 | -1.10 | 3.22 | -0.87 | -0.22 | -0.31 |
| EPS (Diluted) | 7.28 | -0.06 | -0.77 | -1.10 | 2.72 | -0.87 | -0.22 | -0.31 |
| Non-Operating Income (Expense) | 1.11 | 0.71 | 0.89 | 0.78 | 1.13 | 0.56 | 0.53 | 0.98 |
| Other After Tax Adjustments | -0.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 1.10 | 1.10 | 1.10 | 0.84 | 0.69 | 0.66 | 0.68 | 1.28 |
| Price To Earnings Ratio | 10.68 | - | 108.91 | 50.40 | - | - | - | - |
| Price To Sales Ratio | 2.25 | 2.71 | 2.74 | 3.16 | 3.30 | 3.77 | 4.11 | 4.21 |
| Gross Margin | 76.75 | 21.55 | 16.32 | 15.29 | 60.30 | 18.28 | 15.31 | 15.22 |
| Operating Margin | 74.37 | 12.99 | 6.59 | 5.46 | 56.99 | 11.88 | 7.87 | 7.90 |
| Net Margin | 58.58 | -1.54 | -19.81 | -27.69 | 35.63 | -21.17 | -5.57 | -7.65 |
| Shares Outstanding | 16.82 | 16.79 | 16.80 | 16.76 | 16.70 | 16.76 | 16.73 | 16.72 |
| Market Capitalization | 961.82 | 944.17 | 963.68 | 1,114.46 | 986.97 | 1,007.28 | 1,083.05 | 1,096.24 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 15.65 | 13.13 | 9.27 | 11.89 | 38.62 | 7.31 | 46.12 | 19.26 |
| Short Term Receivables | 28.56 | 25.88 | 7.65 | 6.87 | 1.01 | 0.86 | 0.94 | 1.22 |
| Investments | 1,867.40 | 1,854.76 | 1,889.44 | 2,004.59 | 1,877.06 | 1,444.30 | 1,333.71 | 1,301.39 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 0.53 | 2.54 | 2.80 | 3.12 | 3.37 | 2.67 | 1.28 | 0.69 |
| Other Intangible Assets | 14.03 | 17.39 | 17.20 | 6.82 | 19.99 | 9.04 | 10.38 | 13.45 |
| Total Assets | 1,926.17 | 1,913.71 | 1,926.36 | 2,033.30 | 1,940.06 | 1,464.18 | 1,392.42 | 1,336.00 |
| Total Debt | 1,021.16 | 955.38 | 916.02 | 1,007.63 | 856.05 | 719.19 | 648.80 | 645.69 |
| Long Term Debt | 963.73 | 915.74 | 909.16 | 861.64 | 856.02 | 693.53 | 633.90 | 617.10 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 59.25 | 59.32 | 62.75 | 58.81 | 62.40 | 55.61 | 47.16 | 40.89 |
| Total Liabilities | 1,080.41 | 1,014.70 | 978.78 | 1,066.44 | 918.45 | 774.80 | 695.96 | 686.58 |
| Preferred Stock - Carrying Value | 5.94 | 16.56 | 110.09 | 110.09 | 118.86 | 110.09 | 116.02 | 99.46 |
| Common Equity | 719.16 | 653.90 | 616.30 | 636.01 | 678.50 | 524.68 | 519.60 | 469.33 |
| Total Shareholders Equity | 725.10 | 670.46 | 726.39 | 746.10 | 797.36 | 634.77 | 635.61 | 568.79 |
| Accumulated Minority Interest | 120.66 | 228.54 | 221.19 | 220.76 | 224.25 | 54.62 | 60.85 | 80.63 |
| Total Equity | 845.76 | 899.00 | 947.59 | 966.86 | 1,021.61 | 689.38 | 696.46 | 649.42 |
| Total Liabilities & Stockholders Equity | 1,926.17 | 1,913.71 | 1,926.36 | 2,033.30 | 1,940.06 | 1,464.18 | 1,392.42 | 1,336.00 |
| Book Value Per Share | 42.91 | 39.11 | 41.19 | 42.34 | 45.19 | 40.28 | 42.95 | 39.30 |
| Tangible Book Value Per Share | 42.77 | 38.96 | 40.97 | 42.15 | 44.64 | 40.11 | 42.76 | 39.13 |
| Full-Time Employees | 349 | 404 | 414 | 471 | 462 | 365 | 392 | 435 |
| Price to Book Ratio | 1.21 | 1.63 | 1.37 | 1.32 | 2.45 | 1.75 | 1.69 | 1.21 |
| Return on Assets | 0.92 | -0.56 | 2.12 | -0.68 | 0.04 | 0.36 | 5.81 | - |
| Return on Equity | 2.52 | -1.53 | 5.70 | -1.75 | 0.09 | 0.80 | 13.15 | - |
| Return on Invested Capital | 1.04 | -0.67 | 2.57 | -0.84 | 0.04 | 0.38 | 6.24 | -0.56 |
| Quick Ratio | 0.38 | 0.39 | 0.24 | 0.09 | 0.63 | 0.10 | 0.76 | 0.29 |
| Current Ratio | 0.38 | 0.39 | 0.24 | 0.09 | 0.63 | 0.10 | 0.76 | 0.29 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 94.01 | 103.82 | 101.70 | 92.39 | 91.99 | 73.68 | 64.98 | 66.62 | 38.97 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -16.52 | -5.37 | -3.46 | -2.87 | 0.01 | 10.35 | -3.76 | 3.01 | 1.06 |
| Cash from Operating Activities | 77.48 | 98.45 | 98.25 | 89.52 | 91.99 | 84.03 | 61.23 | 69.62 | 40.03 |
| Capital Expenditures | -28.85 | -34.16 | -56.65 | -58.83 | -56.69 | -35.88 | -30.32 | -20.95 | -11.52 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -12.22 | -1.26 | 0.00 |
| Sale of Fixed Assets and Businesses | 1.43 | 1.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 405.05 | 5.99 | 3.66 | 179.45 | -104.62 | -230.85 | -136.18 | 27.59 | 61.34 |
| Purchase of Investments | -0.03 | -206.25 | -14.59 | -43.80 | -104.67 | -292.18 | -193.74 | -171.69 | -1.90 |
| Sale Or Maturity of Investments | 405.08 | 212.24 | 18.25 | 223.26 | 0.04 | 61.33 | 57.56 | 199.28 | 63.24 |
| Other Uses | 0.00 | 0.00 | 0.00 | -0.42 | 0.00 | -0.50 | 0.00 | 0.00 | 0.00 |
| Other Sources | 1.46 | 1.31 | 2.27 | 0.00 | 1.22 | 0.00 | 1.52 | 0.37 | 1.34 |
| Cash from Investing Activities | 379.08 | -25.44 | -50.72 | 120.21 | -160.09 | -267.23 | -177.19 | 5.75 | 51.17 |
| Cash Dividends Paid | -51.85 | -51.56 | -51.25 | -50.81 | -51.53 | -45.55 | -42.21 | -40.09 | -21.84 |
| Change in Capital Stock | -2.52 | -14.07 | 10.33 | -11.58 | -1.76 | 156.04 | 53.17 | -4.15 | -2.67 |
| Repurchase of Common Pref Stock | -2.52 | -14.07 | -101.74 | -11.58 | -33.20 | 0.00 | -5.68 | -26.17 | -2.67 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 112.07 | 0.00 | 31.44 | 156.04 | 58.85 | 22.02 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 112.07 | 0.00 | 31.44 | 156.04 | 58.85 | 22.02 | 0.00 |
| Issuance or Reduction of Debt, Net | -333.46 | 10.79 | 6.50 | -140.25 | 108.07 | 113.12 | 69.37 | -0.39 | -59.16 |
| Change in Long Term Debt | -333.46 | 10.79 | 6.50 | -140.25 | 108.07 | 113.12 | 69.37 | -0.39 | -59.16 |
| Issuance of Long Term Debt | 214.25 | 455.19 | 130.54 | 225.10 | 291.39 | 629.85 | 155.03 | 430.18 | 127.37 |
| Reduction of Long Term Debt | -547.72 | -444.40 | -124.04 | -365.35 | -183.32 | -516.73 | -85.66 | -430.56 | -186.53 |
| Net Financing Active Other Cash Flow | -15.49 | -15.64 | -9.25 | -9.71 | -13.41 | -9.09 | -3.18 | -3.88 | -4.39 |
| Other Financing Activities Uses | -15.07 | -14.77 | -9.11 | -9.53 | -9.80 | -4.92 | -3.18 | -3.88 | -4.39 |
| Cash from Financing Activities | -403.33 | -70.49 | -43.67 | -212.35 | 41.37 | 214.51 | 77.15 | -48.51 | -88.06 |
| Net Change in Cash | 53.24 | 2.52 | 3.86 | -2.62 | -26.73 | 31.32 | -38.81 | 26.86 | 3.14 |
| Free Cash Flow | 48.63 | 64.29 | 41.59 | 30.70 | 35.42 | 48.15 | 30.91 | 48.67 | 28.52 |
| Preferred Dividends (Cash Flow) | - | -0.49 | -5.46 | -7.07 | -7.07 | -7.07 | -7.17 | -7.20 | -5.12 |
| Price to Free Cash Flow | - | 87.92 | - | - | - | 670.87 | - | 111.37 | 87.74 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 119.08 | 10.44 | 10.27 | 15.65 | 65.84 | 18.19 |
| Short Term Receivables | 23.34 | 27.11 | 26.63 | 28.56 | 27.47 | 27.24 |
| Investments | 1,642.01 | 1,659.52 | 1,836.09 | 1,867.40 | 1,901.35 | 1,812.61 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 0.53 | 0.00 | 0.00 |
| Other Intangible Assets | 9.59 | 143.29 | 14.60 | 14.03 | 102.95 | 155.20 |
| Total Assets | 1,794.03 | 1,840.37 | 1,887.59 | 1,926.17 | 2,097.61 | 2,013.24 |
| Total Debt | 812.61 | 989.58 | 1,015.63 | 1,021.16 | 1,144.14 | 1,111.25 |
| Long Term Debt | 811.26 | 986.91 | 960.26 | 963.73 | 1,142.17 | 1,088.77 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 54.05 | 52.83 | 55.87 | 59.25 | 66.54 | 57.10 |
| Total Liabilities | 866.65 | 1,042.41 | 1,071.51 | 1,080.41 | 1,210.68 | 1,168.35 |
| Preferred Stock - Carrying Value | 5.94 | 5.94 | 5.94 | 5.94 | 5.94 | 11.31 |
| Common Equity | 792.75 | 680.22 | 694.97 | 719.16 | 748.64 | 710.05 |
| Total Shareholders Equity | 798.70 | 686.16 | 700.91 | 725.10 | 754.58 | 721.36 |
| Accumulated Minority Interest | 128.68 | 111.79 | 115.17 | 120.66 | 132.34 | 123.53 |
| Total Equity | 927.38 | 797.95 | 816.08 | 845.76 | 886.92 | 844.89 |
| Total Liabilities & Stockholders Equity | 1,794.03 | 1,840.37 | 1,887.59 | 1,926.17 | 2,097.61 | 2,013.24 |
| Book Value Per Share | 47.12 | 40.51 | 41.36 | 42.91 | 44.82 | 42.37 |
| Tangible Book Value Per Share | 47.12 | 40.51 | 41.36 | 42.77 | 44.82 | 42.37 |
| Full-Time Employees | - | - | - | 349 | - | - |
| Price to Book Ratio | 1.21 | 1.36 | 1.34 | 1.49 | 1.39 | 1.58 |
| Return on Assets | 4.67 | 1.13 | 0.44 | 0.92 | 1.56 | -1.21 |
| Return on Equity | 11.69 | 3.09 | 1.23 | 2.52 | 4.30 | -3.35 |
| Return on Invested Capital | 7.64 | -0.06 | -0.77 | -1.09 | 2.84 | -0.79 |
| Quick Ratio | 2.56 | 3.11 | 0.33 | 0.38 | 0.40 | 2.07 |
| Current Ratio | 2.56 | 3.11 | 0.33 | 0.38 | 0.40 | 2.07 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 18.52 | 25.90 | 24.12 | 25.47 | 25.37 | 27.17 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 2.13 | -3.20 | -2.69 | -12.76 | 9.68 | -1.91 |
| Cash from Operating Activities | 20.65 | 22.70 | 21.42 | 12.71 | 35.05 | 25.27 |
| Capital Expenditures | -5.86 | -7.63 | -5.32 | -10.04 | -9.35 | -9.73 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 1.43 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 285.67 | 29.53 | 0.00 | 89.86 | 66.20 | -150.08 |
| Purchase of Investments | 0.00 | 0.00 | 0.00 | -0.03 | -56.15 | -150.08 |
| Sale Or Maturity of Investments | 285.67 | 29.53 | 0.00 | 89.88 | 122.35 | 0.00 |
| Other Uses | 0.00 | 0.12 | -0.12 | 0.00 | 0.12 | -0.10 |
| Other Sources | 0.76 | -0.06 | 0.42 | 0.34 | 0.47 | 0.33 |
| Cash from Investing Activities | 280.57 | 21.96 | -5.02 | 81.58 | 57.45 | -159.58 |
| Cash Dividends Paid | -12.99 | -12.98 | -12.96 | -12.91 | -13.01 | -13.04 |
| Preferred Dividends (Cash Flow) | -0.06 | -0.06 | -0.06 | -0.06 | -0.11 | -0.16 |
| Change in Capital Stock | 0.00 | -2.52 | 0.00 | 0.00 | -8.82 | -5.25 |
| Repurchase of Common Pref Stock | 0.00 | -2.52 | 0.00 | 0.00 | -8.82 | -5.25 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -177.33 | -26.70 | -6.06 | -123.38 | -20.50 | 155.20 |
| Change in Long Term Debt | -177.33 | -26.70 | -6.06 | -123.38 | -20.50 | 155.20 |
| Issuance of Long Term Debt | 2.79 | 82.29 | 25.25 | 103.92 | 113.37 | 193.01 |
| Reduction of Long Term Debt | -180.12 | -108.99 | -31.32 | -227.29 | -133.87 | -37.81 |
| Net Financing Active Other Cash Flow | -2.26 | -2.28 | -2.76 | -8.18 | -2.52 | -2.46 |
| Other Financing Activities Uses | -2.26 | -2.21 | -2.65 | -7.95 | -2.27 | -2.29 |
| Cash from Financing Activities | -192.58 | -44.48 | -21.79 | -144.47 | -44.85 | 134.45 |
| Net Change in Cash | 108.64 | 0.18 | -5.39 | -50.19 | 47.65 | 0.13 |
| Free Cash Flow | 14.79 | 15.07 | 16.11 | 2.67 | 25.70 | 15.54 |
| Price to Free Cash Flow | - | 122.97 | 119.10 | 87.63 | 58.66 | 69.15 |
Revenue breakdown
| United States | 2024: 260.98M 2025: 273.66M |
|---|---|
| Consolidation, Policy | 2024: 3.12M |
| Multi Family Residential | 2024: 257.87M |
| Total Real Estate Investment Trusts revenue | 2025: 273.66M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.81% | 0.8M | 16.7M | 252.14K |
| 2026-10-15 | 7.10% | 1.2M | 16.7M | 235.35K |
| 2026-09-30 | 6.15% | 1.0M | 16.7M | 220.85K |
| 2026-09-15 | 5.50% | 0.9M | 16.7M | 201.38K |
| 2026-08-31 | 3.70% | 0.6M | 16.7M | 165.69K |
| 2026-08-14 | 3.44% | 0.6M | 16.7M | 164.46K |
| 2026-07-31 | 3.24% | 0.5M | 16.7M | 154.17K |
| 2026-07-15 | 3.61% | 0.6M | 16.7M | 153.29K |
| 2026-06-30 | 3.79% | 0.6M | 16.7M | 155.81K |
| 2026-06-15 | 3.17% | 0.5M | 16.7M | 141.82K |
| 2026-05-29 | 3.86% | 0.6M | 16.7M | 120.20K |
| 2026-05-15 | 4.18% | 0.7M | 16.7M | 127.75K |
| 2026-04-30 | 4.11% | 0.7M | 16.7M | 126.44K |
| 2026-04-15 | 3.56% | 0.6M | 16.7M | 128.49K |
| 2026-03-31 | 3.79% | 0.6M | 16.7M | 126.38K |
| 2026-03-13 | 2.49% | 0.4M | 16.7M | 132.04K |
| 2026-02-27 | 2.60% | 0.4M | 16.7M | 147.81K |
| 2026-02-13 | 2.60% | 0.4M | 16.7M | 152.57K |
| 2026-01-30 | 2.88% | 0.5M | 16.6M | 177.86K |
| 2026-01-15 | 2.91% | 0.5M | 16.6M | 172.49K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 30.00 | 24.60 | 29.00 | 0.00 | 4.273 | 0.00 | 0.00 | 0.874 | -0.559 | 0.018 |
| call | 35.00 | 19.60 | 24.00 | 0.00 | 3.468 | 0.00 | 0.00 | 0.844 | -0.535 | 0.021 |
| call | 40.00 | 15.70 | 18.10 | 0.00 | 2.370 | 0.00 | 0.00 | 0.807 | -0.499 | 0.024 |
| call | 45.00 | 10.70 | 13.10 | 0.00 | 1.789 | 0.00 | 0.00 | 0.760 | -0.452 | 0.028 |
| call | 50.00 | 4.70 | 9.00 | 0.00 | 1.525 | 0.00 | 0.00 | 0.696 | -0.391 | 0.031 |
| call | 55.00 | 1.50 | 4.30 | 0.00 | 0.993 | 0.00 | 0.00 | 0.592 | -0.259 | 0.035 |
| call | 60.00 | 0.00 | 4.90 | 0.45 | 1.776 | 3.00 | 0.00 | 0.459 | -0.316 | 0.035 |
| call | 65.00 | 0.00 | 0.95 | 0.24 | 0.986 | 1.00 | 0.00 | 0.206 | -0.136 | 0.025 |
| call | 70.00 | 0.00 | 4.90 | 0.00 | 1.282 | 0.00 | 0.00 | 0.170 | -0.158 | 0.023 |
| call | 75.00 | 0.00 | 4.90 | 0.00 | 1.538 | 0.00 | 0.00 | 0.148 | -0.174 | 0.021 |
| call | 80.00 | 0.00 | 4.90 | 0.00 | 1.765 | 0.00 | 0.00 | 0.134 | -0.186 | 0.019 |
| call | 85.00 | 0.00 | 1.95 | 0.00 | 1.971 | 0.00 | 0.00 | 0.124 | -0.197 | 0.018 |
| put | 30.00 | 0.00 | 4.90 | 0.00 | 5.661 | 0.00 | 0.00 | -0.124 | -0.568 | 0.018 |
| put | 35.00 | 0.00 | 4.90 | 0.00 | 4.669 | 0.00 | 0.00 | -0.154 | -0.543 | 0.021 |
| put | 40.00 | 0.00 | 4.90 | 0.00 | 3.810 | 0.00 | 0.00 | -0.190 | -0.508 | 0.024 |
| put | 45.00 | 0.00 | 4.90 | 0.00 | 3.040 | 0.00 | 0.00 | -0.237 | -0.461 | 0.028 |
| put | 50.00 | 0.00 | 4.90 | 0.00 | 2.321 | 0.00 | 0.00 | -0.302 | -0.398 | 0.031 |
| put | 55.00 | 0.00 | 4.90 | 0.90 | 1.608 | 4.00 | 0.00 | -0.407 | -0.279 | 0.035 |
| put | 60.00 | 1.00 | 5.50 | 4.58 | 0.955 | 4.00 | 0.00 | -0.554 | -0.289 | 0.035 |
| put | 65.00 | 6.00 | 10.50 | 0.00 | 1.369 | 0.00 | 0.00 | -0.792 | -0.142 | 0.025 |
| put | 70.00 | 11.00 | 15.50 | 0.00 | 1.705 | 0.00 | 0.00 | -0.828 | -0.163 | 0.023 |
| put | 75.00 | 16.50 | 20.50 | 0.00 | 1.995 | 0.00 | 0.00 | -0.850 | -0.178 | 0.021 |
| put | 80.00 | 21.00 | 25.50 | 0.00 | 2.250 | 0.00 | 0.00 | -0.864 | -0.190 | 0.019 |
| put | 85.00 | 26.00 | 30.50 | 0.00 | 2.480 | 0.00 | 0.00 | -0.874 | -0.200 | 0.018 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-10 | 8-K | Current report | 2026-11-10 | SEC |
| 2026-11-03 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-11-02 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-11-02 | 8-K | Current report | 2026-11-02 | SEC |
| 2026-11-02 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-07 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-10-07 | DEFM14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-09-23 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-23 | 8-K | Current report | 2026-09-22 | SEC |
| 2026-09-23 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-23 | 8-K/A | 2026-09-08 | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 8-K | Current report | 2026-09-08 | SEC |
| 2026-08-26 | 8-K | Current report | 2026-08-21 | SEC |
| 2026-08-14 | 8-K | Current report | 2026-08-11 | SEC |
| 2026-08-13 | SCHEDULE 13G/A | SEC | ||
| 2026-08-10 | 8-K | Current report | 2026-08-10 | SEC |
| 2026-08-03 | 8-K | Current report | 2026-08-03 | SEC |
| 2026-08-03 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-14 | SCHEDULE 13G/A | SEC | ||
| 2026-06-24 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-22 | SEC |
| 2026-06-23 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-18 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 121.39K | 2 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 17.78% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.21% |
| Voss Capital, LP | 7.32% |
| STATE STREET CORP | 5.68% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.43% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.85% |
| WELLINGTON MANAGEMENT GROUP LLP | 2.83% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.80% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.13% |
Funds
| Fund | % owned |
|---|---|
| iShares Core S&P Small-Cap ETF | 6.03% |
| VANGUARD REAL ESTATE INDEX FUND | 3.80% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.19% |
| iShares Russell 2000 ETF | 2.65% |
| VANGUARD SMALL-CAP INDEX FUND | 2.29% |
| Nomura Small Cap Value Fund | 1.81% |
| Permanent Portfolio | 1.79% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | 1.45% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.14% |
| Fidelity Small Cap Index Fund | 1.14% |
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