Easterly Government Properties Inc
DEAReal Estate·REIT - Office·USA·Small·NYSE·Nov 11 • 3:59 PM ET
22.34-0.19 (-0.84%)
2026-11-12 05:50 CET
Market cap
1,057.16 USD m
Revenue, TTM
364.61 USD m
Net income, TTM
13.60 USD m
Free cash flow, TTM
164.32 USD m
EPS diluted, TTM
0.29
P/E
75.93
Price
DEA against its 20, 50 and 200-day averages2050200earnings
13.9% under the 52-week high of 25.96 on 17 Jul 2026. 52-week low 20.56 on 20 Nov 2025. Last 15 sessions, 6.6% high to low
Volume 0.68× normal · the line is the 50-bar volume average
Profile
DEA52-week range, 33% of the way up
20.5625.96
Easterly Government Properties, Inc. engages in the acquisition, development, and management of Class A commercial properties that are leased to U.S. Government agencies. Its objective is to generate risk-adjusted returns for stockholders over the long term through dividends and capital appreciation. The company was founded in 2011 and is headquartered in Washington, DC.
| Index | RUT |
|---|---|
| Employees | 55 |
| IPO | Feb 06, 2015 |
| Beta | 1.00 |
| ATR, 14d | 0.49 |
| Rel volume | 0.68 |
| Short float | 4.17% |
| Insider own | 6.37% |
| Inst own | 78.35% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 1.06B |
| Enterprise Value | 2.78B |
| Income | 13.60M |
| Sales | 364.61M |
| Book/sh | 27.55 |
| Cash/sh | 0.25 |
| Dividend Est. | 1.80 (8.06%) |
| Dividend TTM | 1.80 (8.06%) |
| Dividend Ex-Date | Nov 05, 2026 |
| Dividend Gr. 3/5Y | -8.80% -5.02% |
| Payout | 736.10% |
| Employees | 55 |
| IPO | Feb 06, 2015 |
Ratios
| P/E | 75.93 |
|---|---|
| Forward P/E | 47.03 |
| PEG | 4.25 |
| P/S | 2.90 |
| P/B | 0.81 |
| P/C | 89.74 |
| P/FCF | 6.43 |
| EV/EBITDA | 13.04 |
| EV/Sales | 7.62 |
| Quick Ratio | 0.36 |
| Current Ratio | 0.36 |
| Debt/Eq | 1.30 |
| LT Debt/Eq | 1.12 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 0.29 |
|---|---|
| EPS next Y | 0.47 |
| EPS next Q | 0.12 |
| EPS this Y | 22.22% |
| EPS next Y | 43.94% |
| EPS next 5Y | 11.07% |
| EPS past 3/5Y | -31.49% -5.89% |
| Sales past 3/5Y | 4.61% 6.52% |
| EPS Y/Y TTM | -2.83% |
| Sales Y/Y TTM | 11.40% |
| EPS Q/Q | 372.65% |
| Sales Q/Q | 8.66% |
| Earnings | Oct 26 BMO |
| EPS/Sales Surpr. | 57.14% -1.84% |
Ownership
| Insider Own | 6.37% |
|---|---|
| Insider Trans | 0.00% |
| Inst Own | 78.35% |
| Inst Trans | 1.42% |
| ROA | 0.40% |
| ROE | 1.03% |
| ROIC | 0.49% |
| Gross Margin | 32.96% |
| Oper. Margin | 23.90% |
| Profit Margin | 3.73% |
| SMA20 | -0.55% |
| SMA50 | -2.87% |
| SMA200 | -5.11% |
| Trades | - |
Technical
| Shs Outstand | 47.32M |
|---|---|
| Shs Float | 44.31M |
| Short Float | 4.17% |
| Short Ratio | 4.31 |
| Short Interest | 1.85M |
| 52W High | 25.96 -13.94% |
| 52W Low | 20.56 8.66% |
| Volatility | 2.19% 2.22% |
| ATR (14) | 0.49 |
| RSI (14) | 44.98 |
| Beta | 1.00 |
| Rel Volume | 0.68 |
| Avg Volume | 428.72K |
| Volume | 292,197 |
Performance
| Perf Week | -4.04% |
|---|---|
| Perf Month | -1.33% |
| Perf Quarter | -10.14% |
| Perf Half Y | -2.87% |
| Perf YTD | 5.43% |
| Perf Year | 2.67% |
| Perf 3Y | -14.57% |
| Perf 5Y | -55.00% |
| Perf 10Y | -48.39% |
| Recom | 2.86 |
| Target Price | 25.21 |
| Prev Close | 22.53 |
| Price | 22.34 |
| Change % | -0.84% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Oct 15, 2025 | Upgrade | CCompass Point | Neutral → Buy | $26.45 | +18.4% |
| Oct 13, 2025 | Downgrade | JJefferies | Buy → Hold | $20 | -10.5% |
| Apr 10, 2025 | Downgrade | CCompass Point | Buy → Neutral | $9.50 | -57.5% |
| Mar 17, 2025 | Initiated | JJefferies | Buy | $13 | -41.8% |
| Oct 14, 2024 | Upgrade | JJefferies | Hold → Buy | $13 → $15 | -32.9% |
| Aug 16, 2023 | Downgrade | RRBC Capital Mkts | Sector Perform → Underperform | $15 → $13 | -41.8% |
| Mar 28, 2023 | Upgrade | CCompass Point | Neutral → Buy | $17 | -23.9% |
| Dec 16, 2022 | Downgrade | BBMO Capital Markets | Market Perform → Underperform | $18 → $14 | -37.3% |
| Dec 14, 2022 | Downgrade | CCitigroup | Buy → Neutral | $18 → $15.50 | -30.6% |
| Nov 03, 2022 | Downgrade | CCompass Point | Buy → Neutral | $17 | -23.9% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| CDP | COPT Defense Properties | 7.45B |
| PSTL | Postal Realty Trust Inc | 880.30M |
| OPI | Office Properties Income Trust | 337.64M |
| PDM | Piedmont Realty Trust Inc | 1.24B |
| HIW | Highwoods Properties Inc | 3.44B |
| BDN | Brandywine Realty Trust | 530.45M |
| ONL | Orion Properties Inc | 150.03M |
| NLOP | Net Lease Office Properties | 141.18M |
| JBGS | JBG SMITH Properties | 905.01M |
| DOC | Healthpeak Properties Inc | 14.40B |
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 |
| DIV | Global X SuperDividend U.S. ETF | AUM: 773.37M |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| SDIV | Global X SuperDividend ETF | AUM: 1.07B |
| KBWY | Invesco KBW Premium Yield Equity REIT ETF | AUM: 288.96M |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.10B |
| SPSM | State Street SPDR Portfolio S&P 600TM Small Cap ETF | AUM: 16.06B |
News
latest 14 of 200- Easterly Government Properties Meets The Whisper, But A ~1% 2027 Core FFO Guide Undercuts Its Growth Pitch (Earnings Whispers)
- Easterly Government Properties Reports Higher Q3 Revenue and Earnings, Raises 2026 Guidance (InvestorsHub)
- Easterly Government Properties: Q3 Earnings Snapshot (Associated Press)
- Easterly Government Properties Reports Third Quarter 2026 Results (Business Wire)
- Easterly Government Properties Announces Quarterly Dividend (Business Wire)
- Easterly Government Properties Introduces New Brand Identity (Business Wire)
- Easterly Government Properties Schedules Third Quarter 2026 Earnings Release and Conference Call (Business Wire)
- Easterly Government Properties to Participate in Evercore Real Estate Conference (Business Wire)
- Easterly Government Properties to Participate in NYSE Real Estate Investor Access Day (Business Wire)
- Easterly Government Properties Inc's Dividend Analysis (GuruFocus.com)
- Earnings Calendar and Analysis for This Week (August 10-14) (Kiplinger)
- Easterly Government Properties Inc (DEA) (Q2 2026) Earnings Call Highlights: Strong FFO Growth ... (GuruFocus.com)
- Easterly Government Properties Tops Second-Quarter Forecasts and Lifts Full-Year Outlook (InvestorsHub)
- Easterly Government Properties: Q2 Earnings Snapshot (Associated Press)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-26 | 0.110 | 0.070 | 0.110 | 90.04 | 91.72 | 2 |
| 2026Q2 | 2026-08-03 | 0.060 | 0.055 | 0.060 | 89.66 | 90.94 | 2 |
| 2026Q1 | 2026-04-27 | 0.020 | 0.090 | 0.024 | 88.59 | 85.86 | 1 |
| 2025Q4 | 2026-02-23 | 0.100 | 0.105 | 0.099 | 83.55 | 85.60 | 2 |
| 2025Q3 | 2025-10-27 | 0.030 | 0.100 | 0.023 | 82.21 | 83.61 | 2 |
| 2025Q2 | 2025-08-05 | 0.090 | 0.115 | 0.087 | 80.37 | 80.56 | 2 |
| 2025Q1 | 2025-04-29 | 0.070 | 0.125 | 0.067 | 75.55 | 78.58 | 2 |
| 2024Q4 | 2025-02-25 | 0.125 | 0.125 | 0.126 | 74.14 | 77.05 | 1 |
| 2024Q3 | 2024-11-05 | 0.125 | 0.125 | 0.113 | 72.54 | 74.98 | 2 |
| 2024Q2 | 2024-07-31 | 0.100 | 0.125 | 0.108 | 72.18 | 73.80 | 2 |
| 2024Q1 | 2024-04-30 | 0.100 | 0.138 | 0.110 | 70.75 | 72.41 | 2 |
| 2023Q4 | 2024-02-27 | 0.100 | 0.163 | 0.108 | 69.80 | 70.95 | 2 |
| 2023Q3 | 2023-10-31 | 0.150 | 0.125 | 0.139 | 68.21 | 69.26 | 1 |
| 2023Q2 | 2023-08-08 | 0.125 | 0.150 | 0.132 | 67.76 | 69.20 | 2 |
| 2023Q1 | 2023-05-02 | 0.100 | 0.063 | 0.102 | 68.15 | 69.92 | 2 |
| 2022Q4 | 2023-02-28 | 0.450 | 0.138 | 0.443 | 70.25 | 71.26 | 2 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2018FY | 0.200 | 0.488 | 0.209 | 142.38 | 149.51 |
| 2019FY | 0.250 | 0.200 | 0.256 | 208.54 | 211.98 |
| 2020FY | 0.375 | 0.533 | 0.370 | 238.13 | 241.58 |
| 2021FY | 0.875 | 0.963 | 0.874 | 267.39 | 271.47 |
| 2022FY | 0.850 | 0.563 | 0.850 | 284.49 | 287.92 |
| 2023FY | 0.475 | 0.563 | 0.481 | 273.91 | 279.27 |
| 2024FY | 0.450 | 0.475 | 0.458 | 289.6 | 295.84 |
| 2025FY | 0.270 | 0.290 | 0.270 | 321.67 | 328.31 |
| 2026FY | - | 0.330 | - | - | 364.8 |
| 2027FY | - | 0.475 | - | - | 373.23 |
| 2028FY | - | 0.370 | - | - | 381.97 |
| 2029FY | - | 0.400 | - | - | 391.45 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-10-30 | 6 | 1 | 0 | 91.89 | 89.11 | 93.45 |
| 2026Q4 | S | 2026-10-27 | 6 | 1 | 0 | 91.86 | 89.11 | 93.45 |
| 2026Q4 | S | 2026-10-26 | 6 | 1 | 1 | 91.86 | 89.11 | 93.45 |
| 2026Q4 | S | 2026-10-25 | 6 | 0 | 1 | 91.68 | 89.11 | 93.45 |
| 2026Q4 | S | 2026-10-17 | 6 | 1 | 1 | 91.68 | 89.11 | 93.45 |
| 2026Q4 | S | 2026-10-14 | 6 | 1 | 2 | 91.68 | 89.11 | 93.45 |
| 2026Q4 | S | 2026-08-26 | 6 | 2 | 2 | 91.68 | 89.11 | 93.45 |
| 2026Q4 | S | 2026-08-23 | 5 | 2 | 2 | 92.20 | 91.16 | 93.45 |
| 2026Q4 | S | 2026-08-20 | 6 | 2 | 2 | 91.58 | 88.47 | 93.45 |
| 2026Q4 | S | 2026-08-13 | 5 | 2 | 2 | 91.59 | 88.47 | 93.45 |
| 2026Q4 | S | 2026-08-11 | 5 | 2 | 1 | 91.79 | 88.47 | 94.00 |
| 2026Q4 | S | 2026-08-08 | 5 | 1 | 1 | 91.22 | 88.47 | 94.00 |
| 2026Q4 | S | 2026-08-03 | 6 | 1 | 1 | 91.25 | 88.47 | 94.00 |
| 2026Q4 | S | 2026-07-29 | 5 | 0 | 0 | 91.65 | 88.47 | 94.00 |
Estimate history
| EPS, annual | 0.261 | 0.209 | 0.256 | 0.37 | 0.874 | 0.85 | 0.481 | 0.458 | 0.273 | 0.2942 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.113 | 0.126 | 0.067 | 0.087 | 0.023 | 0.099 | 0.024 | 0.06 | 0.111 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 130.673 | 160.591 | 221.722 | 245.078 | 274.86 | 293.606 | 287.227 | 302.052 | 336.099 | 364.61 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 74.781 | 78.25 | 78.675 | 84.234 | 86.151 | 87.039 | 91.545 | 92.417 | 93.611 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 17.915 | 24.34 | 29.933 | 32.843 | 36.059 | 36.326 | 40.389 | 43.188 | 46.303 | 47.322 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 42.267 | 43.188 | 44.702 | 45.354 | 46.108 | 46.303 | 46.444 | 47.322 | 47.322 | |
| 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 | 364.61 | 336.10 | 302.05 | 287.23 | 293.61 | 274.86 | 245.08 | 221.72 | 160.59 |
| Total Expenses | 277.47 | 252.32 | 225.26 | 222.50 | 222.09 | 203.85 | 192.07 | 186.28 | 131.03 |
| Operating Income | 87.14 | 83.78 | 76.79 | 64.73 | 71.52 | 71.01 | 53.00 | 35.44 | 29.56 |
| Unusual Expense | 0.00 | 2.54 | 0.00 | 0.00 | 5.54 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 15.03 | 13.56 | 20.58 | 21.06 | 35.56 | 33.96 | 13.53 | 8.22 | 6.66 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 14.12 | 12.87 | 20.02 | 20.46 | 35.02 | 33.49 | 13.24 | 8.11 | 5.54 |
| Net Income From Continuing Operations | 13.60 | 12.32 | 19.00 | 18.20 | 30.93 | 29.59 | 14.81 | 7.09 | 4.58 |
| Net Income | 13.60 | 12.32 | 19.00 | 18.20 | 30.93 | 29.59 | 14.81 | 7.09 | 4.58 |
| EPS (Recurring) | 0.29 | 0.31 | 0.46 | 0.48 | 0.96 | 0.87 | 0.37 | 0.26 | 0.21 |
| EPS (Basic, Before Extraordinaries) | 0.30 | 0.27 | 0.46 | 0.48 | 0.85 | 0.88 | 0.37 | 0.26 | 0.21 |
| EPS (Diluted) | 0.29 | 0.27 | 0.46 | 0.48 | 0.85 | 0.87 | 0.37 | 0.26 | 0.21 |
| Non-Operating Income (Expense) | 6.32 | 8.03 | 9.90 | 11.33 | 15.67 | -3.71 | -8.06 | 6.42 | 0.55 |
| Other After Tax Adjustments | -0.91 | -0.68 | -0.55 | -0.60 | -0.55 | -0.47 | -0.29 | -0.12 | -1.12 |
| Stock Option Compensation Expense | 7.84 | 6.04 | 3.21 | 5.75 | 6.54 | 5.05 | 4.09 | 0.84 | 0.41 |
| Price To Earnings Ratio | 75.93 | 75.93 | 62.14 | 41.13 | 59.33 | 65.45 | 153.21 | 235.42 | 182.75 |
| Price To Sales Ratio | 3.03 | 2.84 | 3.90 | 4.42 | 4.42 | 7.06 | 7.28 | 7.41 | 5.36 |
| Gross Margin | 32.96 | 32.96 | 34.64 | 32.56 | 33.27 | 35.10 | 30.90 | 25.87 | 28.62 |
| Operating Margin | 23.90 | 24.93 | 25.42 | 22.54 | 24.36 | 25.84 | 21.63 | 15.98 | 18.41 |
| Net Margin | 3.73 | 3.67 | 6.29 | 6.34 | 10.53 | 10.76 | 6.04 | 3.20 | 2.85 |
| Shares Outstanding | 47.32 | 46.30 | 43.19 | 40.39 | 36.33 | 36.06 | 32.84 | 29.93 | 24.34 |
| Market Capitalization | 1,057.16 | 1,057.16 | 1,226.55 | 1,278.38 | 1,295.92 | 2,066.19 | 1,859.71 | 1,775.77 | 954.12 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 93.61 | 92.42 | 91.55 | 87.04 | 86.15 | 84.23 | 78.67 | 78.25 |
| Total Expenses | 69.66 | 70.43 | 71.63 | 65.75 | 64.88 | 62.86 | 58.84 | 57.15 |
| Operating Income | 23.95 | 21.99 | 19.92 | 21.29 | 21.27 | 21.37 | 19.84 | 21.10 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 2.54 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 5.69 | 3.16 | 1.41 | 4.77 | 1.25 | 4.25 | 3.28 | 5.73 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 5.45 | 2.92 | 1.17 | 4.58 | 1.10 | 4.11 | 3.08 | 5.61 |
| Net Income From Continuing Operations | 5.26 | 2.81 | 1.12 | 4.40 | 1.06 | 3.93 | 2.92 | 5.33 |
| Net Income | 5.26 | 2.81 | 1.12 | 4.40 | 1.06 | 3.93 | 2.92 | 5.33 |
| EPS (Recurring) | 0.11 | 0.06 | 0.02 | 0.10 | 0.06 | 0.09 | 0.07 | 0.13 |
| EPS (Basic, Before Extraordinaries) | 0.11 | 0.06 | 0.02 | 0.10 | 0.02 | 0.09 | 0.07 | 0.13 |
| EPS (Diluted) | 0.11 | 0.06 | 0.02 | 0.10 | 0.02 | 0.09 | 0.07 | 0.13 |
| Non-Operating Income (Expense) | 1.63 | 1.45 | 1.53 | 1.71 | 1.92 | 2.20 | 2.21 | 2.44 |
| Other After Tax Adjustments | -0.24 | -0.24 | -0.24 | -0.19 | -0.15 | -0.14 | -0.21 | -0.12 |
| Stock Option Compensation Expense | 2.04 | 2.10 | 2.10 | 1.59 | 1.63 | 1.40 | 1.42 | 1.00 |
| Price To Earnings Ratio | 75.93 | 106.54 | 77.34 | 69.84 | 58.27 | 53.52 | 63.89 | 62.14 |
| Price To Sales Ratio | 3.03 | 3.26 | 2.85 | 2.92 | 3.19 | 3.17 | 3.75 | 4.01 |
| Gross Margin | 32.86 | 33.74 | 31.96 | 33.31 | 32.12 | 33.25 | 33.20 | 35.80 |
| Operating Margin | 25.59 | 23.79 | 21.76 | 24.46 | 24.69 | 25.37 | 25.22 | 26.96 |
| Net Margin | 5.62 | 3.04 | 1.23 | 5.06 | 1.24 | 4.67 | 3.71 | 6.81 |
| Shares Outstanding | 47.32 | 47.32 | 46.44 | 46.30 | 46.11 | 45.35 | 44.70 | 43.19 |
| Market Capitalization | 1,057.16 | 1,157.98 | 992.61 | 977.04 | 1,039.97 | 996.90 | 1,184.62 | 1,226.55 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 33.63 | 27.80 | 21.94 | 17.27 | 20.14 | 14.67 | 15.55 | 11.11 | 16.20 |
| Short Term Receivables | 51.49 | 71.17 | 66.27 | 58.84 | 58.73 | 45.24 | 43.61 | 32.83 | 22.10 |
| Investments | 2,748.94 | 2,606.89 | 2,321.14 | 2,289.33 | 2,399.19 | 2,208.66 | 1,989.27 | 1,631.18 | 1,234.19 |
| Investment in Unconsolidated Affiliates | 304.72 | 316.52 | 284.54 | 271.64 | 131.84 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 3.40 | 2.30 | 3.00 | 3.50 | 1.50 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Intangible Assets | 237.59 | 198.38 | 182.86 | 188.80 | 214.71 | 188.97 | 186.16 | 186.44 | 152.85 |
| Total Assets | 3,379.77 | 3,223.07 | 2,879.75 | 2,829.39 | 2,826.11 | 2,457.54 | 2,234.59 | 1,861.55 | 1,425.34 |
| Total Debt | 1,682.44 | 1,616.01 | 1,310.32 | 1,271.26 | 1,232.41 | 1,003.66 | 926.42 | 797.19 | 614.46 |
| Long Term Debt | 1,671.73 | 1,479.99 | 1,146.02 | 1,251.24 | 1,227.11 | 999.43 | 922.86 | 797.19 | 611.36 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 327.76 | 219.95 | 159.92 | 147.15 | 152.12 | 153.91 | 108.33 | 39.11 | 19.79 |
| Total Liabilities | 2,010.20 | 1,835.95 | 1,470.24 | 1,418.40 | 1,384.53 | 1,157.57 | 1,034.75 | 836.30 | 634.25 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 1,323.13 | 1,321.12 | 1,322.20 | 1,244.88 | 1,282.67 | 1,154.57 | 1,062.62 | 894.16 | 667.81 |
| Total Shareholders Equity | 1,323.13 | 1,321.12 | 1,322.20 | 1,244.88 | 1,282.67 | 1,154.57 | 1,062.62 | 894.16 | 667.81 |
| Accumulated Minority Interest | 46.43 | 66.00 | 87.31 | 166.10 | 158.91 | 145.40 | 137.22 | 131.09 | 123.28 |
| Total Equity | 1,369.57 | 1,387.12 | 1,409.52 | 1,410.98 | 1,441.58 | 1,299.97 | 1,199.84 | 1,025.25 | 791.09 |
| Total Liabilities & Stockholders Equity | 3,379.77 | 3,223.07 | 2,879.75 | 2,829.39 | 2,826.11 | 2,457.54 | 2,234.59 | 1,861.55 | 1,425.34 |
| Book Value Per Share | 28.58 | 30.59 | 32.74 | 34.27 | 35.57 | 35.15 | 35.50 | 36.74 | 37.28 |
| Tangible Book Value Per Share | 24.60 | 26.85 | 29.06 | 29.94 | 30.40 | 30.18 | 29.87 | 29.93 | 29.29 |
| Full-Time Employees | 55 | 50 | 56 | 54 | 53 | 45 | 37 | 32 | 30 |
| Price to Book Ratio | 0.81 | 0.93 | 1.01 | 1.03 | 1.61 | 1.61 | 1.67 | 1.07 | 1.43 |
| Return on Assets | 0.37 | 0.62 | 0.64 | 1.09 | 1.12 | 0.63 | 0.35 | 0.28 | 0.35 |
| Return on Equity | 0.93 | 1.44 | 1.42 | 2.45 | 2.43 | 1.34 | 0.72 | 0.59 | 0.71 |
| Return on Invested Capital | 0.41 | 0.68 | 0.74 | 1.24 | 1.18 | 0.69 | 0.36 | 0.27 | 0.34 |
| Quick Ratio | 8.47 | 0.73 | 0.54 | 3.80 | 25.98 | 1.14 | 1.15 | 1.28 | 1.67 |
| Current Ratio | 8.47 | 0.73 | 0.54 | 3.80 | 25.98 | 1.14 | 1.15 | 1.28 | 1.67 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 146.48 | 143.74 | 121.19 | 112.03 | 128.82 | 116.38 | 104.97 | 91.06 | 62.87 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 17.84 | 115.45 | 43.48 | 2.56 | -1.90 | 1.96 | 40.22 | 51.26 | -0.09 |
| Cash from Operating Activities | 164.32 | 259.19 | 164.67 | 114.58 | 126.92 | 118.34 | 145.20 | 142.31 | 62.78 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -132.48 | -285.29 | -411.68 | -127.11 | -70.09 | -363.04 | -290.18 | -442.34 | -466.74 |
| Purchase of Investments | -166.63 | -304.95 | -413.86 | -127.11 | -272.50 | -370.38 | -293.69 | -462.28 | -466.74 |
| Sale Or Maturity of Investments | 34.15 | 19.67 | 2.17 | 0.00 | 202.42 | 7.34 | 3.52 | 19.94 | 0.00 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -132.48 | -285.29 | -411.68 | -127.11 | -70.09 | -363.04 | -290.18 | -442.34 | -466.74 |
| Cash Dividends Paid | -83.81 | -89.98 | -109.72 | -100.34 | -96.09 | -88.24 | -80.89 | -71.66 | -55.38 |
| Change in Capital Stock | 20.73 | 62.95 | 70.89 | 86.08 | 9.37 | 174.46 | 160.16 | 251.50 | 286.48 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 20.73 | 62.95 | 70.89 | 86.08 | 9.37 | 174.46 | 160.16 | 251.50 | 286.48 |
| Proceedsfrom Stock Options | 20.73 | 62.95 | 70.89 | 86.08 | 9.37 | 174.46 | 160.16 | 251.50 | 286.48 |
| Issuance or Reduction of Debt, Net | 37.20 | 65.51 | 297.89 | 43.50 | 40.10 | 175.71 | -197.06 | -475.14 | -131.19 |
| Change in Long Term Debt | 37.20 | 70.10 | 362.19 | 63.50 | 51.00 | 175.71 | -197.06 | -475.14 | -131.19 |
| Issuance of Long Term Debt | 496.43 | 488.10 | 809.69 | 248.25 | 230.75 | 710.94 | - | - | 309.53 |
| Reduction of Long Term Debt | -459.23 | -418.00 | -447.50 | -184.75 | -179.75 | -535.23 | -197.06 | -475.14 | -131.19 |
| Net Financing Active Other Cash Flow | 0.00 | -1.95 | 0.00 | 0.00 | 0.00 | -11.75 | -10.86 | -10.24 | -10.57 |
| Other Financing Activities Uses | - | - | - | - | - | -11.75 | -10.86 | -10.24 | -10.57 |
| Cash from Financing Activities | -34.28 | 31.92 | 252.88 | 17.19 | -59.71 | 250.17 | 144.10 | 304.47 | 398.87 |
| Net Change in Cash | -2.43 | 5.83 | 5.87 | 4.67 | -2.87 | 5.47 | -0.88 | 4.44 | -5.10 |
| Free Cash Flow | 164.32 | 259.19 | 164.67 | 114.58 | 126.92 | 118.34 | 145.20 | 142.31 | 62.78 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow | 13.70 | 5.64 | 21.45 | 89.21 | 42.09 | 64.43 | 27.75 | 23.24 | 116.44 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 11.78 | 13.65 | 12.68 | 33.63 | 14.21 | 14.05 |
| Short Term Receivables | 72.31 | 70.87 | 73.54 | 51.49 | 65.98 | 75.71 |
| Investments | 2,766.61 | 2,797.46 | 2,783.22 | 2,748.94 | 2,744.31 | 2,714.86 |
| Investment in Unconsolidated Affiliates | 294.06 | 299.99 | 304.07 | 304.72 | 306.53 | 310.51 |
| Net Property, Plant & Equipment | 3.80 | 3.90 | 4.10 | 3.40 | 1.70 | 0.00 |
| Other Intangible Assets | 222.24 | 230.53 | 242.45 | 237.59 | 248.70 | 244.30 |
| Total Assets | 3,370.79 | 3,416.40 | 3,420.06 | 3,379.77 | 3,381.43 | 3,359.43 |
| Total Debt | 1,690.25 | 1,724.47 | 1,729.93 | 1,682.44 | 1,653.25 | 1,738.19 |
| Long Term Debt | 1,459.91 | 1,709.64 | 1,713.89 | 1,671.73 | 1,482.15 | 1,737.79 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 332.67 | 332.17 | 334.63 | 327.76 | 343.36 | 234.71 |
| Total Liabilities | 2,022.91 | 2,056.64 | 2,064.56 | 2,010.20 | 1,996.61 | 1,972.89 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 1,303.78 | 1,315.27 | 1,308.84 | 1,323.13 | 1,333.50 | 1,334.33 |
| Total Shareholders Equity | 1,303.78 | 1,315.27 | 1,308.84 | 1,323.13 | 1,333.50 | 1,334.33 |
| Accumulated Minority Interest | 44.10 | 44.49 | 46.66 | 46.43 | 51.32 | 52.20 |
| Total Equity | 1,347.88 | 1,359.76 | 1,355.50 | 1,369.57 | 1,384.82 | 1,386.53 |
| Total Liabilities & Stockholders Equity | 3,370.79 | 3,416.40 | 3,420.06 | 3,379.77 | 3,381.43 | 3,359.43 |
| Book Value Per Share | 27.55 | 27.79 | 28.18 | 28.58 | 28.92 | 29.42 |
| Tangible Book Value Per Share | 23.85 | 23.94 | 24.10 | 24.60 | 24.79 | 25.27 |
| Full-Time Employees | - | - | - | 55 | - | - |
| Price to Book Ratio | 0.81 | 0.88 | 0.75 | 0.73 | 0.78 | 0.74 |
| Return on Assets | 0.40 | 0.28 | 0.32 | 0.37 | 0.41 | 0.53 |
| Return on Equity | 1.03 | 0.71 | 0.80 | 0.93 | 1.00 | 1.28 |
| Return on Invested Capital | 0.19 | 0.09 | 0.04 | 0.15 | 0.04 | 0.13 |
| Quick Ratio | 0.36 | 5.82 | 5.55 | 8.47 | 0.47 | - |
| Current Ratio | 0.36 | 5.82 | 5.55 | 8.47 | 0.47 | - |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 39.51 | 36.72 | 32.80 | 37.44 | 37.59 | 36.45 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 10.96 | 7.86 | -5.47 | 4.49 | 117.37 | 1.66 |
| Cash from Operating Activities | 50.48 | 44.58 | 27.34 | 41.93 | 154.97 | 38.11 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| 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 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 4.29 | -35.61 | -73.43 | -27.73 | -65.63 | -146.69 |
| Purchase of Investments | -28.54 | -36.25 | -73.43 | -28.41 | -79.98 | -151.33 |
| Sale Or Maturity of Investments | 32.83 | 0.64 | 0.00 | 0.68 | 14.35 | 4.64 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | 4.29 | -35.61 | -73.43 | -27.73 | -65.63 | -146.69 |
| Cash Dividends Paid | -21.30 | -20.91 | -20.86 | -20.75 | -20.41 | -20.21 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -0.24 | 18.82 | 2.15 | 0.00 | 16.80 | 5.30 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | -0.24 | 18.82 | 2.15 | 0.00 | 16.80 | 5.30 |
| Proceedsfrom Stock Options | -0.24 | 18.82 | 2.15 | 0.00 | 16.80 | 5.30 |
| Issuance or Reduction of Debt, Net | -34.17 | -4.96 | 44.81 | 31.52 | -84.64 | 121.15 |
| Change in Long Term Debt | -34.17 | -4.96 | 44.81 | 31.52 | -84.64 | 121.15 |
| Issuance of Long Term Debt | 64.84 | 264.25 | 99.25 | 68.10 | 81.51 | 160.29 |
| Reduction of Long Term Debt | -99.01 | -269.20 | -54.44 | -36.58 | -166.16 | -39.14 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -56.64 | -8.00 | 25.14 | 5.22 | -89.17 | 105.14 |
| Net Change in Cash | -1.88 | 0.97 | -20.95 | 19.42 | 0.16 | -3.44 |
| Free Cash Flow | 50.48 | 44.58 | 27.34 | 41.93 | 154.97 | 38.11 |
| Price to Free Cash Flow | 13.70 | 6.26 | 5.53 | 5.79 | 7.21 | 23.88 |
Revenue breakdown
| Real Estate Investment Trusts | 2024: 302.05M 2025: 336.10M |
|---|---|
| United States | 2024: 302.05M 2025: 336.10M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.17% | 1.8M | 44.3M | 428.89K |
| 2026-10-15 | 4.26% | 1.9M | 44.3M | 409.86K |
| 2026-09-30 | 4.83% | 2.1M | 44.3M | 382.12K |
| 2026-09-15 | 4.65% | 2.1M | 44.3M | 380.45K |
| 2026-08-31 | 4.44% | 2.0M | 44.3M | 387.93K |
| 2026-08-14 | 4.29% | 1.9M | 44.3M | 399.13K |
| 2026-07-31 | 3.78% | 1.7M | 44.3M | 399.52K |
| 2026-07-15 | 3.67% | 1.6M | 43.5M | 395.69K |
| 2026-06-30 | 3.67% | 1.6M | 43.5M | 401.05K |
| 2026-06-15 | 5.54% | 2.4M | 43.5M | 372.63K |
| 2026-05-29 | 4.92% | 2.1M | 43.5M | 401.20K |
| 2026-05-15 | 4.33% | 1.9M | 43.5M | 432.97K |
| 2026-04-30 | 4.48% | 1.9M | 43.5M | 422.98K |
| 2026-04-15 | 4.22% | 1.8M | 43.4M | 450.90K |
| 2026-03-31 | 4.35% | 1.9M | 43.5M | 463.49K |
| 2026-03-13 | 4.56% | 2.0M | 43.5M | 501.89K |
| 2026-02-27 | 4.49% | 2.0M | 43.5M | 488.56K |
| 2026-02-13 | 4.55% | 2.0M | 43.5M | 487.14K |
| 2026-01-30 | 4.71% | 2.0M | 43.3M | 522.22K |
| 2026-01-15 | 5.01% | 2.2M | 43.3M | 532.67K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 12.50 | 7.80 | 12.00 | 10.19 | 5.724 | 0.00 | 0.00 | 0.959 | -0.036 | 0.003 |
| call | 15.00 | 6.60 | 9.50 | 7.64 | 4.476 | 0.00 | 0.00 | 0.945 | -0.034 | 0.004 |
| call | 17.50 | 2.90 | 7.00 | 0.00 | 3.417 | 0.00 | 0.00 | 0.922 | -0.030 | 0.005 |
| call | 20.00 | 0.35 | 4.60 | 0.00 | 2.540 | 0.00 | 0.00 | 0.871 | -0.024 | 0.007 |
| call | 22.50 | 0.15 | 0.60 | 0.20 | 0.491 | 142 | 12.00 | 0.484 | -0.044 | 0.014 |
| call | 25.00 | 0.00 | 0.05 | 0.05 | 0.430 | 54.00 | 0.00 | 0.073 | -0.011 | 0.005 |
| call | 30.00 | 0.00 | 0.05 | 0.00 | 0.946 | 0.00 | 0.00 | 0.038 | -0.015 | 0.003 |
| call | 35.00 | 0.00 | 2.15 | 0.00 | 1.431 | 0.00 | 0.00 | 0.028 | -0.018 | 0.002 |
| put | 12.50 | 0.00 | 2.15 | 0.00 | 2.369 | 0.00 | 0.00 | -0.039 | -0.040 | 0.003 |
| put | 15.00 | 0.00 | 2.15 | 0.00 | 1.728 | 0.00 | 0.00 | -0.053 | -0.037 | 0.004 |
| put | 17.50 | 0.00 | 1.25 | 0.00 | 1.169 | 0.00 | 0.00 | -0.076 | -0.033 | 0.005 |
| put | 20.00 | 0.00 | 0.15 | 0.02 | 0.650 | 42.00 | 0.00 | -0.127 | -0.027 | 0.007 |
| put | 22.50 | 0.15 | 1.05 | 0.45 | 0.692 | 56.00 | 0.00 | -0.514 | -0.047 | 0.014 |
| put | 25.00 | 2.00 | 4.70 | 0.00 | 2.187 | 0.00 | 0.00 | -0.928 | -0.015 | 0.005 |
| put | 30.00 | 7.40 | 9.60 | 0.00 | 3.028 | 0.00 | 0.00 | -0.961 | -0.018 | 0.003 |
| put | 35.00 | 11.20 | 14.70 | 0.00 | 3.773 | 0.00 | 0.00 | -0.970 | -0.019 | 0.002 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-10-26 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-26 | 8-K | Current report | 2026-10-26 | SEC |
| 2026-08-05 | 8-K | Current report | 2026-08-04 | SEC |
| 2026-08-04 | 424B5 | SEC | ||
| 2026-08-03 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-03 | 8-K | Current report | 2026-08-03 | SEC |
| 2026-06-30 | 8-K | Current report | 2026-06-25 | SEC |
| 2026-05-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-20 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-29 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-29 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-29 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-29 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-29 | SEC |
| 2026-04-29 | SCHEDULE 13G | SEC | ||
| 2026-04-28 | S-8 | Initial registration statement for securities to be offered to employees pursuant to employee benefit plans | SEC | |
| 2026-04-27 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-04-27 | 8-K | Current report | 2026-04-27 | SEC |
| 2026-04-24 | 8-K | Current report | 2026-04-22 | SEC |
| 2026-03-26 | SCHEDULE 13G/A | SEC | ||
| 2026-03-23 | ARS | Annual report to security holders. | 2025-12-31 | SEC |
| 2026-03-23 | DEF 14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | 2026-04-22 | SEC |
| 2026-02-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-02-24 | SEC |
| 2026-02-23 | 10-K | Annual report pursuant to Section 13 or 15(d) | 2025-12-31 | SEC |
| 2026-02-23 | 8-K | Current report | 2026-02-23 | SEC |
| 2026-02-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-02-18 | SEC |
| 2026-02-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-02-18 | SEC |
| 2026-02-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-02-18 | SEC |
| 2026-02-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-02-18 | SEC |
| 2026-02-13 | 5 | Annual statement of changes in beneficial ownership of securities | 2025-12-31 | SEC |
| 2026-01-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-01-20 | 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 | 0 | 0 | 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. | 17.25% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.01% |
| STATE STREET CORP | 5.33% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.20% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.30% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.72% |
| TWO SIGMA INVESTMENTS, LP | 2.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.22% |
| Invesco Ltd. | 2.20% |
| BALYASNY ASSET MANAGEMENT L.P. | 2.16% |
Funds
| Fund | % owned |
|---|---|
| iShares Core S&P Small-Cap ETF | 5.71% |
| VANGUARD REAL ESTATE INDEX FUND | 3.61% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.02% |
| iShares Russell 2000 ETF | 2.48% |
| Global X SuperDividend U.S. ETF | 1.38% |
| Fidelity Small Cap Index Fund | 1.09% |
| Global X SuperDividend ETF | 1.09% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.08% |
| Invesco KBW Premium Yield Equity REIT ETF | 1.02% |
| iShares Russell 2000 Value ETF | 0.93% |
OakChart. DEA. Cached 15 minutes.
Some panels did not load: insider.