Equity Lifestyle Properties Inc
ELSReal Estate·REIT - Residential·USA·Large·NYSE·Nov 11 • 12:45 PM ET
Price
ELS against its 20, 50 and 200-day averages10.8% under the 52-week high of 69.00 on 13 Mar 2026. 52-week low 57.46 on 1 Oct 2026. Last 15 sessions, 10.7% high to low
Profile
ELSEquity LifeStyle Properties, Inc. is a real estate investment trust, which engages in the ownership and operation of lifestyle-oriented properties consisting primarily of manufactured home, and recreational vehicle communities. It operates through the Property Operations and Home Sales and Rentals Operations. The Property Operations segment owns and operates land lease properties. The Home Sales and Rentals Operations segment purchases, sells and leases homes at the properties. The company was founded in December 1992 and is headquartered in Chicago, IL.
| Index | RUI |
|---|---|
| IPO | Feb 25, 1993 |
| Beta | 0.60 |
| ATR, 14d | 1.34 |
| Rel volume | 0.27 |
| Short float | 5.54% |
| Insider own | 1.18% |
| Inst own | 108.72% |
Snapshot
6 groupsValuation
| Index | RUI |
|---|---|
| Market Cap | 12.38B |
| Enterprise Value | 15.72B |
| Income | 391.11M |
| Sales | 1.58B |
| Book/sh | 9.01 |
| Cash/sh | 0.12 |
| Dividend Est. | 2.17 (3.53%) |
| Dividend TTM | 2.14 (3.48%) |
| Dividend Ex-Date | Dec 24, 2026 |
| Dividend Gr. 3/5Y | 7.90% 8.50% |
| Payout | 102.53% |
| Employees | - |
| IPO | Feb 25, 1993 |
Ratios
| P/E | 30.50 |
|---|---|
| Forward P/E | 28.09 |
| PEG | 4.70 |
| P/S | 7.84 |
| P/B | 6.83 |
| P/C | 508.91 |
| P/FCF | 32.83 |
| EV/EBITDA | 20.77 |
| EV/Sales | 9.95 |
| Quick Ratio | 0.21 |
| Current Ratio | 0.21 |
| Debt/Eq | 1.89 |
| LT Debt/Eq | 1.89 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 2.02 |
|---|---|
| EPS next Y | 2.19 |
| EPS next Q | 0.54 |
| EPS this Y | 1.93% |
| EPS next Y | 6.96% |
| EPS next 5Y | 5.98% |
| EPS past 3/5Y | 9.50% 9.89% |
| Sales past 3/5Y | 1.87% 7.09% |
| EPS Y/Y TTM | 1.18% |
| Sales Y/Y TTM | 2.76% |
| EPS Q/Q | -8.16% |
| Sales Q/Q | 4.02% |
| Earnings | Oct 20 AMC |
| EPS/Sales Surpr. | -11.54% 1.78% |
Ownership
| Insider Own | 1.18% |
|---|---|
| Insider Trans | 0.00% |
| Inst Own | 108.72% |
| Inst Trans | 0.87% |
| ROA | 6.79% |
| ROE | 22.34% |
| ROIC | 7.74% |
| Gross Margin | 38.33% |
| Oper. Margin | 34.32% |
| Profit Margin | 24.75% |
| SMA20 | 1.07% |
| SMA50 | 2.04% |
| SMA200 | -3.02% |
| Trades | - |
Technical
| Shs Outstand | 194.07M |
|---|---|
| Shs Float | 192.50M |
| Short Float | 5.54% |
| Short Ratio | 5.91 |
| Short Interest | 10.66M |
| 52W High | 69.00 -10.78% |
| 52W Low | 57.46 7.14% |
| Volatility | 2.18% 2.28% |
| ATR (14) | 1.34 |
| RSI (14) | 53.46 |
| Beta | 0.60 |
| Rel Volume | 0.27 |
| Avg Volume | 1.80M |
| Volume | 252,423 |
Performance
| Perf Week | -1.50% |
|---|---|
| Perf Month | 4.45% |
| Perf Quarter | -5.31% |
| Perf Half Y | -2.39% |
| Perf YTD | 1.57% |
| Perf Year | -2.36% |
| Perf 3Y | -6.09% |
| Perf 5Y | -27.15% |
| Perf 10Y | 82.35% |
| Recom | 1.89 |
| Target Price | 67.71 |
| Prev Close | 62.68 |
| Price | 61.56 |
| Change % | -1.79% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Sep 21, 2026 | Downgrade | MMizuho | Outperform → Neutral | $65 | +5.6% |
| Jul 14, 2026 | Downgrade | BBarclays | Overweight → Equal Weight | $68 | +10.5% |
| Apr 15, 2026 | Upgrade | DDeutsche Bank | Hold → Buy | $72 | +17.0% |
| Mar 31, 2026 | Initiated | MMizuho | Outperform | $72 | +17.0% |
| Feb 27, 2026 | Downgrade | WWells Fargo | Overweight → Equal Weight | $70 | +13.7% |
| Feb 03, 2026 | Upgrade | BBofA Securities | Neutral → Buy | $76 | +23.5% |
| Jan 20, 2026 | Downgrade | DDeutsche Bank | Buy → Hold | $65 | +5.6% |
| Dec 08, 2025 | Upgrade | RRBC Capital Mkts | Sector Perform → Outperform | $70 | +13.7% |
| Oct 23, 2025 | Reiterated | EEvercore ISI | In-line | $67 → $65 | +5.6% |
| Jul 29, 2025 | Upgrade | BBarclays | Equal Weight → Overweight | $67 | +8.8% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| SUI | Sun Communities Inc | 13.97B |
| UMH | UMH Properties Inc | 1.27B |
| AMH | American Homes 4 Rent | 11.61B |
| INVH | Invitation Homes Inc | 15.39B |
| CPT | Camden Property Trust | 13.28B |
| MAA | Mid-America Apartment Communities Inc | 13.98B |
| ESS | Essex Property Trust Inc | 18.19B |
| UDR | UDR Inc | 11.47B |
| VMRK | Vivmark Residential | 49.98B |
| IRT | Independence Realty Trust Inc | 3.59B |
Insider trading
2 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| CONTIS DAVID J | Director | Mar 18 '26 | Sale | 67.22 | 3,000 | 201,660 | 14,890 | Mar 20 05:12 PM |
| CONTIS DAVID J | Director | Mar 18 '26 | Proposed Sale | 67.22 | 3,000 | 201,660 | Mar 18 12:04 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VNQ | Vanguard Real Estate Index Fund ETF | AUM: 38.99B |
| IJH | iShares Core S&P Mid-Cap ETF | AUM: 124.48B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | AUM: 22.34B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| SDY | State Street SPDR S&P Dividend ETF | AUM: 22.68B |
| SCHH | Schwab U.S. REIT ETF | AUM: 11.94B |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | AUM: 26.22B |
| DFAR | DFA Real Estate Securities Portfolio ETF Class Shares | - |
News
latest 14 of 204- ELS Declares Fourth Quarter 2026 Dividend (PR Newswire)
- ELS Announces Leadership Transition (PR Newswire)
- Equity LifeStyle Hits FFO Target As Manufactured Housing Strength Offsets Another Cut To RV Outlook (Earnings Whispers)
- Equity Lifestyle Properties: Q3 Earnings Snapshot (Associated Press)
- ELS Reports Third Quarter Results (PR Newswire)
- Loading…
- Equity LifeStyle Properties, Inc. Announces Third Quarter 2026 Earnings Release And Conference Call (PR Newswire)
- Equity Lifestyle Properties Inc's Dividend Analysis (GuruFocus.com)
- Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls (The Fly)
- ELS TO PARTICIPATE AT BANK OF AMERICA SECURITIES 2026 GLOBAL REAL ESTATE CONFERENCE (PR Newswire)
- ELS Declares Third Quarter 2026 Dividend (PR Newswire)
- Equity Lifestyle Properties Inc (ELS) Q2 2026 Earnings Call Highlights: Strong Financial Growth ... (GuruFocus.com)
- Equity Lifestyle Properties: Q2 Earnings Snapshot (Associated Press)
- ELS Reports Second Quarter Results (PR Newswire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-20 | 0.450 | 0.509 | 0.450 | 409.9 | 402.75 | 9 |
| 2026Q2 | 2026-07-22 | 0.500 | 0.435 | 0.497 | 397.82 | 383.66 | 8 |
| 2026Q1 | 2026-04-21 | 0.560 | 0.551 | 0.557 | 397.6 | 397.16 | 9 |
| 2025Q4 | 2026-01-28 | 0.520 | 0.506 | 0.519 | 373.87 | 382.26 | 8 |
| 2025Q3 | 2025-10-22 | 0.500 | 0.465 | 0.485 | 393.31 | 387 | 8 |
| 2025Q2 | 2025-07-21 | 0.420 | 0.414 | 0.398 | 313.29 | 318.22 | 8 |
| 2025Q1 | 2025-04-21 | 0.570 | 0.554 | 0.546 | 327.21 | 335.1 | 7 |
| 2024Q4 | 2025-01-27 | 0.500 | 0.483 | 0.480 | 301.4 | 309.73 | 6 |
| 2024Q3 | 2024-10-21 | 0.440 | 0.444 | 0.424 | 314.47 | 315.78 | 6 |
| 2024Q2 | 2024-07-22 | 0.420 | 0.353 | 0.420 | 300.79 | 334.53 | 5 |
| 2024Q1 | 2024-04-22 | 0.590 | 0.485 | 0.562 | 316.6 | 340.45 | 6 |
| 2023Q4 | 2024-01-30 | 0.490 | 0.432 | 0.470 | 290.52 | 324.23 | 5 |
| 2023Q3 | 2023-10-16 | 0.410 | 0.410 | 0.394 | 303.33 | 337.75 | 5 |
| 2023Q2 | 2023-07-17 | 0.340 | 0.350 | 0.322 | 288.7 | 325.08 | 4 |
| 2023Q1 | 2023-04-17 | 0.440 | 0.456 | 0.422 | 296.45 | 317.88 | 4 |
| 2022Q4 | 2023-01-30 | 0.390 | 0.294 | 0.393 | 269.19 | 298.16 | 3 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2019FY | 1.540 | 1.460 | 1.541 | 879.64 | 997.82 |
| 2020FY | 1.250 | 1.210 | 1.254 | 1,091 | 1,055 |
| 2021FY | 1.430 | 1.359 | 1.431 | 1,272 | 1,145 |
| 2022FY | 1.530 | 1.405 | 1.530 | 1,119 | 1,295 |
| 2023FY | 1.690 | 1.593 | 1.608 | 1,179 | 1,217 |
| 2024FY | 1.960 | 1.890 | 1.957 | 1,233 | 1,258 |
| 2025FY | 2.010 | 1.954 | 2.010 | 1,531 | 1,520 |
| 2026FY | - | 2.049 | - | - | 1,576 |
| 2027FY | - | 2.192 | - | - | 1,651 |
| 2028FY | - | 2.393 | - | - | 1,741 |
| 2029FY | - | 2.605 | - | - | 1,857 |
| 2030FY | - | 2.570 | - | - | 1,957 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-08 | 7 | 0 | 1 | 389.12 | 372 | 399.2 |
| 2026Q4 | S | 2026-11-02 | 8 | 0 | 1 | 388.53 | 372 | 399.2 |
| 2026Q4 | S | 2026-10-30 | 8 | 0 | 1 | 388.49 | 371.8 | 399.2 |
| 2026Q4 | S | 2026-10-21 | 8 | 0 | 1 | 388.37 | 371.8 | 399.2 |
| 2026Q4 | S | 2026-10-20 | 8 | 0 | 0 | 389.12 | 371.8 | 408.49 |
| 2026Q4 | S | 2026-10-12 | 8 | 0 | 0 | 389.12 | 371.8 | 408.49 |
| 2026Q4 | S | 2026-10-06 | 8 | 0 | 0 | 389.37 | 371.8 | 408.49 |
| 2026Q4 | S | 2026-09-18 | 8 | 0 | 1 | 389.37 | 371.8 | 408.49 |
| 2026Q4 | S | 2026-09-09 | 8 | 0 | 1 | 389.07 | 371.8 | 408.49 |
| 2026Q4 | S | 2026-08-11 | 7 | 0 | 1 | 388.08 | 371.8 | 408.49 |
| 2026Q4 | S | 2026-08-09 | 7 | 0 | 1 | 388.02 | 371.8 | 408.49 |
| 2026Q4 | S | 2026-08-03 | 8 | 0 | 1 | 388.93 | 371.8 | 408.49 |
| 2026Q4 | S | 2026-07-31 | 8 | 0 | 1 | 388.83 | 371.02 | 408.49 |
| 2026Q4 | S | 2026-07-23 | 7 | 0 | 1 | 389.46 | 371.02 | 408.49 |
Estimate history
| EPS, annual | 1.085 | 1.191 | 1.541 | 1.254 | 1.431 | 1.53 | 1.608 | 1.957 | 2.009 | 2.0183 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.424 | 0.48 | 0.546 | 0.398 | 0.485 | 0.519 | 0.557 | 0.497 | 0.446 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 925.012 | 986.909 | 1038.088 | 1089.507 | 1315.657 | 1451.389 | 1507.52 | 1540.188 | 1534.273 | 1580.03 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 389.168 | 377.688 | 388.055 | 377.676 | 394.167 | 374.375 | 397.744 | 397.891 | 410.015 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 177.17 | 179.842 | 182.09 | 182.231 | 185.64 | 186.12 | 186.426 | 191.057 | 193.836 | 194.068 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 186.513 | 191.057 | 191.144 | 191.211 | 193.825 | 193.836 | 193.931 | 193.972 | 194.068 | |
| 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 | 1,580.03 | 1,534.27 | 1,540.19 | 1,507.52 | 1,451.39 | 1,315.66 | 1,089.51 | 1,038.09 | 986.91 |
| Total Expenses | 1,037.79 | 1,013.51 | 1,022.89 | 1,036.96 | 1,033.90 | 932.72 | 741.87 | 696.88 | 659.14 |
| Operating Income | 542.23 | 520.76 | 517.30 | 470.56 | 417.49 | 382.93 | 347.63 | 341.21 | 327.77 |
| Unusual Expense | -7.20 | -4.49 | -15.12 | 0.07 | 1.16 | 2.78 | 10.79 | 1.49 | 1.07 |
| Net Income Before Taxes | 413.38 | 392.27 | 378.22 | 316.48 | 298.82 | 276.00 | 241.42 | 295.92 | 226.39 |
| Income Taxes | 9.92 | -3.27 | -0.35 | -10.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 404.07 | 402.06 | 391.07 | 329.68 | 298.82 | 276.00 | 241.42 | 295.92 | 226.39 |
| Net Income From Continuing Operations | 391.12 | 386.51 | 373.26 | 314.21 | 284.63 | 262.48 | 228.28 | 279.14 | 212.61 |
| Net Income | 391.11 | 386.49 | 373.25 | 314.19 | 284.61 | 262.46 | 228.27 | 279.12 | 212.60 |
| EPS (Recurring) | 1.99 | 1.99 | 1.81 | 1.61 | 1.53 | 1.44 | 1.29 | 1.55 | 1.19 |
| EPS (Basic, Before Extraordinaries) | 2.02 | 2.01 | 1.96 | 1.69 | 1.53 | 1.43 | 1.26 | 1.54 | 1.19 |
| EPS (Diluted) | 2.02 | 2.01 | 1.96 | 1.61 | 1.53 | 1.43 | 1.25 | 1.54 | 1.19 |
| Non-Operating Income (Expense) | 1.06 | 0.92 | -2.47 | -3.58 | 3.36 | 3.82 | 5.40 | 61.26 | 4.94 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 7.54 | 5.73 | 5.29 | 11.61 | 10.50 | 10.90 | 11.53 | 10.48 | 9.99 |
| Price To Earnings Ratio | 31.06 | 31.06 | 35.50 | 46.10 | 43.25 | 61.27 | 50.54 | 51.56 | 40.76 |
| Price To Sales Ratio | 7.39 | 7.91 | 8.50 | 9.14 | 8.69 | 12.85 | 11.20 | 13.02 | 9.36 |
| Gross Margin | 38.33 | 37.75 | 37.88 | 36.12 | 34.07 | 34.24 | 37.34 | 38.08 | 38.45 |
| Operating Margin | 34.32 | 33.94 | 33.59 | 31.21 | 28.76 | 29.11 | 31.91 | 32.87 | 33.21 |
| Net Margin | 24.75 | 25.19 | 24.23 | 20.84 | 19.61 | 19.95 | 20.95 | 26.89 | 21.54 |
| Shares Outstanding | 194.07 | 193.84 | 191.06 | 186.43 | 186.12 | 185.64 | 182.23 | 182.09 | 179.84 |
| Market Capitalization | 12,209.19 | 12,209.19 | 12,723.86 | 13,148.16 | 12,022.77 | 16,114.19 | 11,545.78 | 12,816.68 | 8,734.03 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 410.01 | 397.89 | 397.74 | 374.38 | 394.17 | 377.68 | 388.06 | 377.69 |
| Total Expenses | 274.39 | 271.73 | 251.54 | 240.13 | 264.78 | 260.98 | 246.49 | 233.82 |
| Operating Income | 135.62 | 126.16 | 146.20 | 134.24 | 129.39 | 116.69 | 141.57 | 143.87 |
| Unusual Expense | 0.24 | -7.09 | 0.07 | -0.41 | -3.75 | -0.54 | 0.22 | 5.28 |
| Net Income Before Taxes | 100.66 | 99.52 | 111.49 | 101.71 | 100.36 | 83.49 | 114.39 | 100.93 |
| Income Taxes | 12.06 | 0.00 | 0.00 | -2.15 | 0.00 | 0.00 | 0.00 | -0.12 |
| Consolidated Net Income | 89.25 | 99.52 | 111.49 | 103.81 | 100.36 | 83.49 | 114.39 | 100.07 |
| Net Income From Continuing Operations | 86.42 | 96.32 | 107.90 | 100.47 | 97.13 | 79.72 | 109.19 | 95.50 |
| Net Income | 86.42 | 96.32 | 107.90 | 100.46 | 97.13 | 79.71 | 109.19 | 95.49 |
| EPS (Recurring) | 0.45 | 0.47 | 0.56 | 0.52 | 0.47 | 0.40 | 0.55 | 0.50 |
| EPS (Basic, Before Extraordinaries) | 0.45 | 0.50 | 0.56 | 0.52 | 0.50 | 0.42 | 0.57 | 0.50 |
| EPS (Diluted) | 0.45 | 0.50 | 0.56 | 0.52 | 0.49 | 0.40 | 0.55 | 0.48 |
| Non-Operating Income (Expense) | 0.00 | 0.16 | -0.88 | 1.57 | 1.74 | -0.73 | 4.90 | -0.67 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 1.75 | 2.19 | 2.15 | 1.46 | 1.80 | 1.80 | 1.80 | 1.34 |
| Price To Earnings Ratio | 31.06 | 32.90 | 32.04 | 31.74 | 32.85 | 32.99 | 35.37 | 35.50 |
| Price To Sales Ratio | 7.39 | 8.25 | 8.09 | 7.91 | 7.90 | 8.05 | 8.68 | 8.65 |
| Gross Margin | 36.88 | 36.14 | 40.82 | 39.62 | 36.30 | 34.73 | 40.36 | 41.76 |
| Operating Margin | 33.08 | 31.71 | 36.76 | 35.86 | 32.83 | 30.90 | 36.48 | 38.09 |
| Net Margin | 21.08 | 24.21 | 27.13 | 26.83 | 24.64 | 21.10 | 28.14 | 25.28 |
| Shares Outstanding | 194.07 | 193.97 | 193.93 | 193.84 | 193.83 | 191.21 | 191.14 | 191.06 |
| Market Capitalization | 12,209.19 | 12,499.30 | 12,104.99 | 11,747.92 | 11,763.05 | 11,790.69 | 12,749.24 | 12,723.86 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 26.13 | 24.58 | 29.94 | 22.35 | 123.40 | 24.06 | 28.86 | 68.97 | 31.09 |
| Short Term Receivables | 93.36 | 50.73 | 49.94 | 45.36 | 39.95 | 35.84 | 37.56 | 35.04 | 49.48 |
| Investments | 5,340.37 | 5,278.45 | 5,263.48 | 5,130.14 | 4,888.81 | 4,235.84 | 3,966.82 | 3,643.89 | 3,400.06 |
| Investment in Unconsolidated Affiliates | 85.04 | 83.77 | 85.30 | 81.40 | 70.31 | 19.73 | 20.07 | 57.76 | 53.08 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Intangible Assets | 179.69 | 184.22 | 161.48 | 187.37 | 155.09 | 87.80 | 82.86 | 120.15 | 76.33 |
| Total Assets | 5,745.39 | 5,645.65 | 5,613.73 | 5,492.52 | 5,307.87 | 4,418.97 | 4,151.27 | 3,925.81 | 3,610.03 |
| Total Debt | 3,345.58 | 3,231.74 | 3,544.31 | 3,415.98 | 3,313.09 | 2,683.33 | 2,424.62 | 2,348.35 | 2,200.02 |
| Long Term Debt | 3,274.29 | 3,002.91 | 3,479.86 | 3,261.17 | 3,313.09 | 2,629.72 | 2,321.68 | 2,348.35 | 2,152.72 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 584.99 | 590.13 | 570.80 | 559.05 | 508.61 | 430.88 | 404.77 | 384.11 | 309.97 |
| Total Liabilities | 3,930.57 | 3,821.87 | 4,115.11 | 3,975.03 | 3,821.70 | 3,114.21 | 2,829.39 | 2,732.46 | 2,509.99 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 1,756.28 | 1,740.72 | 1,428.72 | 1,445.40 | 1,415.11 | 1,233.69 | 1,249.81 | 1,121.55 | 1,031.95 |
| Total Shareholders Equity | 1,756.28 | 1,740.72 | 1,428.72 | 1,445.40 | 1,415.11 | 1,233.69 | 1,249.81 | 1,121.55 | 1,031.95 |
| Accumulated Minority Interest | 58.55 | 83.07 | 69.90 | 72.08 | 71.06 | 71.07 | 72.08 | 71.79 | 68.09 |
| Total Equity | 1,814.83 | 1,823.79 | 1,498.62 | 1,517.48 | 1,486.17 | 1,304.76 | 1,321.89 | 1,193.34 | 1,100.04 |
| Total Liabilities & Stockholders Equity | 5,745.39 | 5,645.65 | 5,613.73 | 5,492.52 | 5,307.87 | 4,418.97 | 4,151.27 | 3,925.81 | 3,610.03 |
| Book Value Per Share | 9.06 | 9.11 | 7.66 | 7.77 | 7.62 | 6.77 | 6.86 | 6.24 | 5.82 |
| Tangible Book Value Per Share | 8.77 | 8.82 | 7.37 | 7.47 | 7.32 | 6.63 | 6.80 | 6.17 | 5.76 |
| Price to Book Ratio | 6.96 | 8.71 | 9.21 | 8.31 | 11.50 | 9.36 | 10.26 | 7.79 | 8.18 |
| Return on Assets | 6.79 | 6.63 | 5.66 | 5.27 | 5.40 | 5.33 | 6.91 | 5.64 | 5.57 |
| Return on Equity | 22.11 | 23.55 | 21.86 | 19.90 | 19.82 | 18.38 | 23.54 | 19.75 | 19.37 |
| Return on Invested Capital | 7.68 | 7.87 | 6.40 | 6.05 | 5.55 | 5.91 | 7.82 | 6.13 | 6.20 |
| Quick Ratio | 0.40 | 0.16 | 0.27 | 0.18 | 0.82 | 0.27 | 0.25 | 0.90 | 0.31 |
| Current Ratio | 0.40 | 0.16 | 0.27 | 0.18 | 0.82 | 0.27 | 0.25 | 0.90 | 0.31 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 641.36 | 621.07 | 588.65 | 585.92 | 493.24 | 478.35 | 418.74 | 403.73 | 365.47 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -42.88 | -36.00 | 23.49 | -32.29 | 123.12 | 119.85 | 53.44 | 46.15 | 49.01 |
| Cash from Operating Activities | 598.48 | 585.07 | 612.14 | 553.63 | 616.35 | 598.21 | 472.19 | 449.87 | 414.48 |
| Capital Expenditures | -221.35 | -237.09 | -241.28 | -317.09 | -227.17 | -193.90 | -157.47 | -116.35 | -94.02 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -41.77 | 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 | 0.40 | -63.27 | -11.68 | -18.60 | -312.05 | -683.99 | -298.68 | -250.29 | -312.39 |
| Purchase of Investments | -2.12 | -65.80 | -11.68 | -18.60 | -312.05 | -683.99 | -298.68 | -328.04 | -326.21 |
| Sale Or Maturity of Investments | 2.52 | 2.52 | 0.00 | 0.00 | 0.00 | -0.01 | 0.00 | 77.75 | 13.82 |
| Other Uses | - | - | - | - | -3.39 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 5.05 | 9.36 | 19.70 | 5.31 | - | 2.05 | 0.12 | 8.20 | 7.94 |
| Cash from Investing Activities | -215.89 | -291.01 | -233.25 | -330.38 | -542.61 | -917.61 | -456.03 | -358.44 | -398.46 |
| Cash Dividends Paid | -410.15 | -387.98 | -350.61 | -326.42 | -310.96 | -275.72 | -256.95 | -229.22 | -202.64 |
| Change in Capital Stock | 1.70 | 1.51 | 319.18 | 1.98 | 31.11 | 142.48 | 2.03 | 61.80 | 84.57 |
| 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 | 1.70 | 1.51 | 319.18 | 1.98 | 31.11 | 142.48 | 2.03 | 61.80 | 84.57 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 317.39 | 0.00 | 28.37 | 140.25 | 0.00 | 59.32 | 78.75 |
| Issuance or Reduction of Debt, Net | -108.64 | 113.68 | -329.73 | 127.14 | 109.39 | 557.04 | 238.60 | 37.27 | 140.00 |
| Change in Long Term Debt | -108.64 | 113.68 | -329.73 | 127.14 | 109.39 | 557.04 | 176.60 | -121.03 | 170.00 |
| Issuance of Long Term Debt | 859.50 | 1,132.51 | 578.23 | 979.72 | 802.17 | 1,418.28 | 644.88 | 0.00 | 415.34 |
| Reduction of Long Term Debt | -968.14 | -1,018.82 | -907.96 | -852.58 | -692.78 | -861.24 | -468.28 | -121.03 | -245.34 |
| Net Financing Active Other Cash Flow | -15.96 | -19.72 | -23.08 | -18.36 | -4.34 | -5.07 | -4.63 | -3.10 | -4.61 |
| Other Financing Activities Uses | -15.51 | -19.28 | -19.02 | -18.09 | -3.45 | -2.81 | -3.96 | -1.75 | -2.96 |
| Cash from Financing Activities | -397.55 | -292.51 | -384.24 | -215.66 | -174.80 | 418.74 | -20.96 | -131.54 | 17.32 |
| Net Change in Cash | -14.96 | 1.56 | -5.36 | 7.59 | -101.05 | 99.34 | -4.80 | -40.11 | 33.34 |
| Free Cash Flow | 377.13 | 347.98 | 370.86 | 236.54 | 389.18 | 404.31 | 314.72 | 333.52 | 320.46 |
| Preferred Dividends (Cash Flow) | - | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 |
| Price to Free Cash Flow | - | - | 646.94 | - | 161.25 | 131.48 | 211.18 | 129.57 | 78.36 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 24.33 | 35.63 | 39.24 | 26.13 | 39.29 | 33.01 |
| Short Term Receivables | 28.40 | 31.00 | 90.25 | 93.36 | 96.85 | 100.27 |
| Investments | 5,497.70 | 5,473.94 | 5,344.49 | 5,340.37 | 5,321.14 | 5,290.85 |
| Investment in Unconsolidated Affiliates | 40.20 | 40.30 | 83.07 | 85.04 | 87.01 | 88.37 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Intangible Assets | 174.36 | 219.80 | 191.62 | 179.69 | 181.40 | 186.28 |
| Total Assets | 5,765.01 | 5,800.68 | 5,748.67 | 5,745.39 | 5,747.18 | 5,720.88 |
| Total Debt | 3,307.40 | 3,312.74 | 3,290.42 | 3,345.58 | 3,301.74 | 3,272.91 |
| Long Term Debt | 3,307.40 | 3,312.74 | 3,290.42 | 3,274.29 | 3,299.10 | 3,268.91 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 651.47 | 671.33 | 637.96 | 584.99 | 633.69 | 635.02 |
| Total Liabilities | 3,958.86 | 3,984.07 | 3,928.38 | 3,930.57 | 3,935.43 | 3,907.93 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 1,748.86 | 1,758.17 | 1,761.61 | 1,756.28 | 1,753.26 | 1,730.81 |
| Total Shareholders Equity | 1,748.86 | 1,758.17 | 1,761.61 | 1,756.28 | 1,753.26 | 1,730.81 |
| Accumulated Minority Interest | 57.28 | 58.44 | 58.68 | 58.55 | 58.49 | 82.14 |
| Total Equity | 1,806.14 | 1,816.61 | 1,820.29 | 1,814.83 | 1,811.75 | 1,812.95 |
| Total Liabilities & Stockholders Equity | 5,765.01 | 5,800.68 | 5,748.67 | 5,745.39 | 5,747.18 | 5,720.88 |
| Book Value Per Share | 9.01 | 9.06 | 9.08 | 9.06 | 9.05 | 9.05 |
| Tangible Book Value Per Share | 9.01 | 9.06 | 9.08 | 8.77 | 9.05 | 9.05 |
| Price to Book Ratio | 6.96 | 7.10 | 6.89 | 6.70 | 6.71 | 6.74 |
| Return on Assets | 6.79 | 6.98 | 6.76 | 6.79 | 6.70 | 6.46 |
| Return on Equity | 22.34 | 23.03 | 21.94 | 22.11 | 24.00 | 23.16 |
| Return on Invested Capital | 1.71 | 1.90 | 2.14 | 2.00 | 1.92 | 1.59 |
| Quick Ratio | 0.21 | 0.25 | 0.52 | 0.40 | 0.58 | 0.51 |
| Current Ratio | 0.21 | 0.25 | 0.52 | 0.40 | 0.58 | 0.51 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 168.35 | 147.51 | 169.38 | 156.13 | 153.86 | 140.46 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -15.60 | 1.42 | 25.99 | -54.69 | -3.30 | -8.19 |
| Cash from Operating Activities | 152.74 | 148.93 | 195.37 | 101.44 | 150.56 | 132.27 |
| Capital Expenditures | -50.73 | -64.17 | -45.28 | -61.16 | -71.27 | -59.46 |
| 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 | -0.29 | -1.49 | -0.15 | 2.33 | -0.59 | -56.32 |
| Purchase of Investments | -0.29 | -1.49 | -0.15 | -0.20 | -0.59 | -56.32 |
| Sale Or Maturity of Investments | 0.00 | 0.00 | 0.00 | 2.52 | 0.00 | 0.00 |
| Other Uses | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 |
| Other Sources | 1.57 | 0.00 | 0.00 | 3.48 | 1.46 | 0.24 |
| Cash from Investing Activities | -49.45 | -65.66 | -45.43 | -55.34 | -70.40 | -115.54 |
| Cash Dividends Paid | -105.28 | -105.22 | -99.83 | -99.83 | -98.47 | -98.45 |
| Preferred Dividends (Cash Flow) | 0.00 | -0.01 | 0.00 | -0.01 | 0.00 | -0.01 |
| Change in Capital Stock | 0.35 | 0.60 | 0.38 | 0.37 | 0.39 | 0.36 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.35 | 0.60 | 0.38 | 0.37 | 0.39 | 0.36 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -6.21 | 4.89 | -32.06 | -91.82 | 28.94 | 71.72 |
| Change in Long Term Debt | -6.21 | 4.89 | -15.50 | -91.82 | 45.00 | 174.51 |
| Issuance of Long Term Debt | 203.50 | 232.00 | 191.50 | 232.50 | 213.50 | 501.01 |
| Reduction of Long Term Debt | -209.71 | -227.11 | -207.00 | -324.32 | -168.50 | -326.50 |
| Net Financing Active Other Cash Flow | -3.44 | -3.71 | -5.32 | -3.49 | -4.74 | -4.83 |
| Other Financing Activities Uses | -3.44 | -3.50 | -5.25 | -3.32 | -4.67 | -4.69 |
| Cash from Financing Activities | -114.58 | -86.87 | -136.83 | -59.26 | -73.88 | -31.20 |
| Net Change in Cash | -11.29 | -3.61 | 13.10 | -13.16 | 6.28 | -14.47 |
| Free Cash Flow | 102.01 | 84.75 | 150.09 | 40.28 | 79.29 | 72.81 |
| Price to Free Cash Flow | - | - | - | - | - | 3,008.25 |
Revenue breakdown
| United States | 2024: 1.53B 2025: 1.53B |
|---|---|
| Consolidation, Policy | 2024: 17.51M 2025: 18.34M |
| Home Sales And Rentals | 2024: 86.23M 2025: 56.96M |
| Property Operations | 2024: 1.42B 2025: 1.46B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 5.54% | 10.7M | 192.5M | 1.71M |
| 2026-10-15 | 5.78% | 11.1M | 191.8M | 1.61M |
| 2026-09-30 | 5.39% | 10.3M | 191.8M | 1.54M |
| 2026-09-15 | 4.83% | 9.3M | 191.8M | 1.50M |
| 2026-08-31 | 4.60% | 8.8M | 191.8M | 1.52M |
| 2026-08-14 | 4.39% | 8.4M | 191.8M | 1.57M |
| 2026-07-31 | 3.91% | 7.5M | 191.8M | 1.58M |
| 2026-07-15 | 4.01% | 7.7M | 191.7M | 1.52M |
| 2026-06-30 | 3.84% | 7.4M | 191.7M | 1.47M |
| 2026-06-15 | 3.75% | 7.2M | 191.5M | 1.43M |
| 2026-05-29 | 3.68% | 7.1M | 191.7M | 1.46M |
| 2026-05-15 | 3.49% | 6.7M | 191.7M | 1.69M |
| 2026-04-30 | 3.07% | 5.9M | 191.9M | 1.83M |
| 2026-04-15 | 3.09% | 5.9M | 191.9M | 1.87M |
| 2026-03-31 | 3.27% | 6.3M | 191.7M | 1.97M |
| 2026-03-13 | 3.19% | 6.1M | 191.7M | 1.92M |
| 2026-02-27 | 4.34% | 8.3M | 191.7M | 1.88M |
| 2026-02-13 | 4.76% | 9.1M | 191.7M | 1.67M |
| 2026-01-30 | 4.32% | 8.3M | 191.3M | 1.63M |
| 2026-01-15 | 4.21% | 8.1M | 191.7M | 1.74M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 35.00 | 25.30 | 28.80 | 0.00 | 3.686 | 0.00 | 0.00 | 0.974 | -0.060 | 0.006 |
| call | 40.00 | 20.20 | 23.80 | 0.00 | 2.978 | 0.00 | 0.00 | 0.968 | -0.057 | 0.007 |
| call | 45.00 | 15.30 | 18.80 | 0.00 | 2.411 | 0.00 | 0.00 | 0.959 | -0.054 | 0.008 |
| call | 50.00 | 10.20 | 13.80 | 12.76 | 1.852 | 19.00 | 0.00 | 0.916 | -0.083 | 0.015 |
| call | 55.00 | 5.60 | 8.80 | 7.25 | 1.323 | 4.00 | 1.00 | 0.876 | -0.071 | 0.020 |
| call | 60.00 | 1.10 | 4.10 | 4.00 | 0.851 | 52.00 | 0.00 | 0.642 | -0.105 | 0.036 |
| call | 65.00 | 0.00 | 0.85 | 0.43 | 0.536 | 22.00 | 0.00 | 0.279 | -0.098 | 0.033 |
| call | 70.00 | 0.00 | 1.75 | 0.22 | 0.878 | 8.00 | 0.00 | 0.193 | -0.129 | 0.026 |
| call | 75.00 | 0.00 | 1.75 | 1.29 | 1.152 | 6.00 | 0.00 | 0.158 | -0.149 | 0.023 |
| call | 80.00 | 0.00 | 1.75 | 0.00 | 1.385 | 0.00 | 0.00 | 0.137 | -0.163 | 0.021 |
| call | 85.00 | 0.00 | 1.75 | 0.00 | 1.597 | 0.00 | 0.00 | 0.123 | -0.175 | 0.020 |
| call | 90.00 | 0.00 | 1.75 | 0.00 | 1.789 | 0.00 | 0.00 | 0.113 | -0.185 | 0.019 |
| call | 95.00 | 0.00 | 1.75 | 0.00 | 1.965 | 0.00 | 0.00 | 0.106 | -0.193 | 0.018 |
| call | 100 | 0.00 | 1.75 | 0.00 | 2.127 | 0.00 | 0.00 | 0.100 | -0.200 | 0.017 |
| put | 35.00 | 0.00 | 1.75 | 0.00 | 1.990 | 0.00 | 0.00 | -0.025 | -0.062 | 0.006 |
| put | 40.00 | 0.00 | 1.75 | 0.00 | 1.577 | 0.00 | 0.00 | -0.031 | -0.059 | 0.007 |
| put | 45.00 | 0.00 | 0.20 | 0.35 | 1.206 | 6.00 | 0.00 | -0.040 | -0.055 | 0.008 |
| put | 50.00 | 0.00 | 1.75 | 0.00 | 1.020 | 0.00 | 0.00 | -0.083 | -0.084 | 0.015 |
| put | 55.00 | 0.00 | 0.40 | 0.30 | 0.652 | 17.00 | 0.00 | -0.123 | -0.071 | 0.020 |
| put | 60.00 | 0.05 | 0.60 | 0.55 | 0.330 | 39.00 | 0.00 | -0.354 | -0.103 | 0.036 |
| put | 65.00 | 1.25 | 4.30 | 4.60 | 0.557 | 0.00 | 0.00 | -0.721 | -0.097 | 0.032 |
| put | 70.00 | 6.20 | 9.40 | 0.00 | 0.934 | 0.00 | 0.00 | -0.805 | -0.127 | 0.027 |
| put | 75.00 | 11.20 | 14.90 | 0.00 | 1.409 | 0.00 | 0.00 | -0.841 | -0.146 | 0.023 |
| put | 80.00 | 16.30 | 19.90 | 17.96 | 1.661 | 0.00 | 0.00 | -0.862 | -0.161 | 0.021 |
| put | 85.00 | 21.70 | 24.90 | 0.00 | 1.894 | 0.00 | 0.00 | -0.876 | -0.172 | 0.020 |
| put | 90.00 | 26.20 | 29.80 | 0.00 | 2.062 | 0.00 | 0.00 | -0.886 | -0.181 | 0.019 |
| put | 95.00 | 31.30 | 35.00 | 0.00 | 2.352 | 0.00 | 0.00 | -0.893 | -0.188 | 0.018 |
| put | 100 | 36.30 | 40.00 | 0.00 | 2.531 | 0.00 | 0.00 | -0.900 | -0.194 | 0.017 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-02 | SEC |
| 2026-10-30 | 8-K | Current report | 2026-10-27 | SEC |
| 2026-10-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-28 | SEC |
| 2026-10-27 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-21 | 8-K | Current report | 2026-10-20 | SEC |
| 2026-10-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-09-10 | 8-K | Current report | 2026-09-10 | SEC |
| 2026-08-14 | SCHEDULE 13G/A | SEC | ||
| 2026-08-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-03 | SEC |
| 2026-08-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-31 | SEC |
| 2026-07-28 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-28 | 8-K | Current report | 2026-07-28 | SEC |
| 2026-07-23 | 8-K | Current report | 2026-07-22 | SEC |
| 2026-07-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-05-27 | 8-K | Current report | 2026-05-27 | SEC |
| 2026-05-15 | SCHEDULE 13G/A | SEC | ||
| 2026-05-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-01 | SEC |
| 2026-05-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-01 | SEC |
| 2026-05-04 | 8-K | Current report | 2026-05-04 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-29 | SCHEDULE 13G | SEC | ||
| 2026-04-29 | SCHEDULE 13G | SEC | ||
| 2026-04-29 | 8-K | Current report | 2026-04-28 | 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 | 201.66K | 1 |
| 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. | 12.61% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9.39% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.47% |
| COHEN & STEERS, INC. | 7.68% |
| STATE STREET CORP | 5.99% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.52% |
| Aristotle Capital Management, LLC | 4.22% |
| PRINCIPAL FINANCIAL GROUP INC | 3.42% |
| VICTORY CAPITAL MANAGEMENT INC | 2.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.30% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD REAL ESTATE INDEX FUND | 3.61% |
| iShares Core S&P Mid-Cap ETF | 3.42% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.17% |
| VANGUARD SMALL-CAP INDEX FUND | 2.29% |
| Victory Sycamore Established Value Fund | 1.78% |
| VANGUARD WINDSOR II FUND | 1.46% |
| T. Rowe Price Value Fund, Inc. | 1.38% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | 1.32% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.15% |
| Cohen & Steers Institutional Realty Shares | 1.06% |
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