Healthcare Realty Trust Inc
HRReal Estate·REIT - Healthcare Facilities·USA·Mid·NYSE·Nov 11 • 3:59 PM ET
19.26-0.09 (-0.47%)
2026-11-11 22:47 CET
Market cap
6,550.75 USD m
Revenue, TTM
1,144.91 USD m
Net income, TTM
-89.31 USD m
Free cash flow, TTM
449.92 USD m
EPS diluted, TTM
-0.26
P/E
-
Price
HR against its 20, 50 and 200-day averages2050200miss
12.6% under the 52-week high of 22.04 on 28 Jul 2026. 52-week low 16.31 on 29 Jan 2026. Last 15 sessions, 14.4% high to low
Volume 0.95× normal · the line is the 50-bar volume average
Profile
HR52-week range, 51% of the way up
16.3122.04
Healthcare Realty Trust, Inc. engages in providing real estate investment services. It owns, leases, manages, acquires, finances, develops, and redevelops income-producing real estate properties associated primarily with the delivery of outpatient healthcare services throughout the United States of America. The company was founded by David R. Emery in 1992 and is headquartered in Nashville, TN.
| Index | RUI |
|---|---|
| Employees | 539 |
| IPO | May 27, 1993 |
| Beta | 0.89 |
| ATR, 14d | 0.45 |
| Rel volume | 0.95 |
| Short float | 5.05% |
| Insider own | 0.84% |
| Inst own | 111.48% |
Snapshot
6 groupsValuation
| Index | RUI |
|---|---|
| Market Cap | 6.52B |
| Enterprise Value | 10.96B |
| Income | -89.31M |
| Sales | 1.14B |
| Book/sh | 12.30 |
| Cash/sh | 0.06 |
| Dividend Est. | 0.96 (4.98%) |
| Dividend TTM | 0.96 (4.98%) |
| Dividend Ex-Date | Nov 10, 2026 |
| Dividend Gr. 3/5Y | 0.00% -2.83% |
| Payout | - |
| Employees | 539 |
| IPO | May 27, 1993 |
Ratios
| P/E | - |
|---|---|
| Forward P/E | 266.83 |
| PEG | - |
| P/S | 5.70 |
| P/B | 1.57 |
| P/C | 343.35 |
| P/FCF | 14.49 |
| EV/EBITDA | 16.75 |
| EV/Sales | 9.57 |
| Quick Ratio | 0.91 |
| Current Ratio | 0.91 |
| Debt/Eq | 1.04 |
| LT Debt/Eq | 1.04 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | -0.26 |
|---|---|
| EPS next Y | 0.07 |
| EPS next Q | 0.01 |
| EPS this Y | 81.66% |
| EPS next Y | 155.42% |
| EPS next 5Y | - |
| EPS past 3/5Y | - - |
| Sales past 3/5Y | 8.17% 9.94% |
| EPS Y/Y TTM | 77.63% |
| Sales Y/Y TTM | -6.28% |
| EPS Q/Q | 71.61% |
| Sales Q/Q | -5.26% |
| Earnings | Oct 29 AMC |
| EPS/Sales Surpr. | -741.03% 4.13% |
Ownership
| Insider Own | 0.84% |
|---|---|
| Insider Trans | -1.62% |
| Inst Own | 111.48% |
| Inst Trans | -0.07% |
| ROA | -0.93% |
| ROE | -1.98% |
| ROIC | -1.04% |
| Gross Margin | 17.41% |
| Oper. Margin | 11.54% |
| Profit Margin | -7.80% |
| SMA20 | 4.97% |
| SMA50 | 5.96% |
| SMA200 | 1.79% |
| Trades | - |
Technical
| Shs Outstand | 342.72M |
|---|---|
| Shs Float | 335.69M |
| Short Float | 5.05% |
| Short Ratio | 3.57 |
| Short Interest | 16.96M |
| 52W High | 22.04 -12.61% |
| 52W Low | 16.31 18.09% |
| Volatility | 2.72% 2.48% |
| ATR (14) | 0.45 |
| RSI (14) | 63.59 |
| Beta | 0.89 |
| Rel Volume | 0.95 |
| Avg Volume | 4.75M |
| Volume | 4,535,130 |
Performance
| Perf Week | -0.93% |
|---|---|
| Perf Month | 11.85% |
| Perf Quarter | 0.26% |
| Perf Half Y | -5.45% |
| Perf YTD | 13.63% |
| Perf Year | 4.96% |
| Perf 3Y | 32.64% |
| Perf 5Y | -32.36% |
| Perf 10Y | -15.96% |
| Recom | 2.31 |
| Target Price | 21.42 |
| Prev Close | 19.35 |
| Price | 19.26 |
| Change % | -0.47% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Oct 20, 2026 | Upgrade | DDeutsche Bank | Hold → Buy | $23 | +19.4% |
| Sep 15, 2026 | Resumed | JJefferies | Hold | $20 | +3.8% |
| Jun 17, 2026 | Resumed | RRaymond James | Outperform | $24 | +24.6% |
| Apr 20, 2026 | Initiated | UUBS | Neutral | $18 | -6.5% |
| Oct 20, 2025 | Upgrade | WWells Fargo | Underweight → Equal Weight | $18 | -6.5% |
| Oct 08, 2025 | Initiated | RRBC Capital Mkts | Sector Perform | $19 | -1.3% |
| Oct 01, 2025 | Initiated | CCantor Fitzgerald | Overweight | $23 | +19.4% |
| Sep 15, 2025 | Downgrade | RRaymond James | Mkt Perform → Underperform | ||
| Sep 05, 2025 | Upgrade | BScotiabank | Sector Perform → Sector Outperform | $20 | +3.8% |
| Jan 02, 2025 | Downgrade | WWedbush | Neutral → Underperform | $18 → $16 | -16.9% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| DOC | Healthpeak Properties Inc | 14.40B |
| CHCT | Community Healthcare Trust Inc | 431.38M |
| VTR | Ventas Inc | 48.85B |
| AHR | American Healthcare REIT Inc | 13.86B |
| XRN | Chiron Real Estate Inc | 391.76M |
| WELL | Welltower Inc | 181.46B |
| UHT | Universal Health Realty Income Trust | 542.50M |
| DHC | Diversified Healthcare Trust | 1.78B |
| MPT | Medical Properties Trust Inc | 1.05B |
| NHP | National Healthcare Properties Inc | 1.14B |
Insider trading
6 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Hull Robert E | EVP and COO | Sep 08 '26 | Sale | 19.11 | 21,000 | 401,310 | 276,338 | Sep 09 10:58 AM |
| Robert E. Hull | Executive VP & COO | Sep 08 '26 | Proposed Sale | 19.12 | 21,000 | 401,520 | Sep 08 04:41 PM | |
| Callaway Amanda L | SVP & Chief Accounting Officer | Jun 23 '26 | Sale | 20.37 | 25,767 | 524,874 | 109,954 | Jun 23 10:58 AM |
| Amanda L Callaway | Officer | Jun 23 '26 | Proposed Sale | 20.16 | 25,767 | 519,463 | Jun 22 09:48 PM | |
| Bohjalian Thomas N | Director | Mar 06 '26 | Buy | 18.09 | 10,000 | 180,900 | 85,520 | Mar 06 01:13 PM |
| Gabbay Daniel | EVP, Chief Financial Officer | Mar 04 '26 | Buy | 18.74 | 10 | 187 | 10 | Mar 05 03:12 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 |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.76B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| SCHH | Schwab U.S. REIT ETF | AUM: 11.94B |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | AUM: 26.22B |
| XMMO | Invesco S&P MidCap Momentum ETF | AUM: 6.37B |
| DFAR | DFA Real Estate Securities Portfolio ETF Class Shares | AUM: 1.82B |
News
latest 14 of 200- Healthcare Realty's Third Guidance Raise And Record Leasing Spreads Collide With A 16% Slide And Souring Sentiment (Earnings Whispers)
- Healthcare Realty Trust: Q3 Earnings Snapshot (Associated Press)
- Healthcare Realty Reports Third Quarter 2026 Results and Further Increases Full Year 2026 Guidance (GlobeNewswire)
- Healthcare Realty's Steady Execution Meets A Skeptical Market As Shares Slide 18% (Earnings Whispers)
- Healthcare Realty Trust Releases Eighth Corporate Responsibility Report (GlobeNewswire)
- Healthcare Realty Trust Announces Third Quarter Earnings Release Date and Conference Call (GlobeNewswire)
- Healthcare Realty Trust Inc (HR) (Q2 2026) Earnings Call Highlights: Raises Guidance on Strong ... (GuruFocus.com)
- Healthcare Realty Trust: Q2 Earnings Snapshot (Associated Press)
- Healthcare Realty Reports Second Quarter 2026 Results and Further Increases Full Year 2026 Guidance (GlobeNewswire)
- Healthcare Realty Trust Announces Second Quarter Earnings Release Date and Conference Call (GlobeNewswire)
- Healthcare Realty Announces Pricing of Upsized $600 Million Exchangeable Senior Notes Offering (GlobeNewswire)
- Healthcare Realty Announces Proposed Exchangeable Senior Notes Offering (GlobeNewswire)
- Healthcare Realty Trust Inc (HR) Q1 2026 Earnings Call Highlights: Record Leasing Activity and ... (GuruFocus.com)
- Healthcare Realty Trust: Q1 Earnings Snapshot (Associated Press)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-29 | -0.050 | 0.008 | -0.050 | 286.64 | 275.27 | 7 |
| 2026Q2 | 2026-07-30 | -0.130 | -0.004 | -0.130 | 281.85 | 271.6 | 5 |
| 2026Q1 | 2026-04-30 | 0.000 | -0.035 | -0.002 | 278.99 | 283.74 | 4 |
| 2025Q4 | 2026-02-12 | 0.040 | -0.009 | 0.040 | 286.3 | 285.3 | 5 |
| 2025Q3 | 2025-10-30 | -0.170 | -0.022 | -0.167 | 287.4 | 289.6 | 7 |
| 2025Q2 | 2025-07-31 | -0.450 | -0.071 | -0.455 | 287.07 | 290.34 | 5 |
| 2025Q1 | 2025-05-01 | -0.130 | -0.084 | -0.130 | 288.86 | 298.05 | 5 |
| 2024Q4 | 2025-02-19 | -0.310 | -0.069 | -0.307 | 300.07 | 303.66 | 6 |
| 2024Q3 | 2024-10-30 | -0.260 | -0.053 | -0.262 | 306.5 | 308.28 | 7 |
| 2024Q2 | 2024-08-02 | -0.390 | -0.095 | -0.390 | 308.14 | 317.9 | 7 |
| 2024Q1 | 2024-05-07 | -0.820 | -0.113 | -0.825 | 318.08 | 323.72 | 7 |
| 2023Q4 | 2024-02-16 | -0.110 | -0.120 | -0.111 | 322.08 | 334.32 | 5 |
| 2023Q3 | 2023-11-03 | -0.180 | -0.130 | -0.181 | 333.34 | 331.8 | 7 |
| 2023Q2 | 2023-08-08 | -0.220 | -0.127 | -0.220 | 329.68 | 327.46 | 5 |
| 2023Q1 | 2023-05-09 | -0.230 | -0.110 | -0.232 | 324.09 | 329.66 | 5 |
| 2022Q4 | 2023-03-01 | -0.090 | -0.114 | -0.096 | 329.4 | 342.12 | 3 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2018FY | 1.020 | 1.049 | 1.016 | 696.03 | 697.76 |
| 2019FY | 0.140 | 0.189 | 0.144 | 691.53 | 692.91 |
| 2020FY | 0.240 | 0.235 | 0.237 | 738.41 | 738.72 |
| 2021FY | 0.440 | 0.470 | 0.452 | 763.92 | 763.74 |
| 2022FY | 0.110 | 0.202 | 0.152 | 969.2 | 936.13 |
| 2023FY | -0.740 | -0.744 | -0.743 | 1,309 | 1,328 |
| 2024FY | -1.810 | -1.555 | -1.807 | 1,233 | 1,246 |
| 2025FY | -0.710 | -0.752 | -0.710 | 1,181 | 1,161 |
| 2026FY | - | -0.130 | - | - | 1,102 |
| 2027FY | - | 0.072 | - | - | 1,138 |
| 2028FY | - | 0.121 | - | - | 1,194 |
| 2029FY | - | 0.120 | - | - | 1,229 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-03 | 8 | 2 | 0 | 278.52 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-10-30 | 8 | 2 | 0 | 278.29 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-10-29 | 8 | 0 | 0 | 277.48 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-10-28 | 9 | 0 | 0 | 277.58 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-10-20 | 9 | 1 | 0 | 277.58 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-10-19 | 9 | 2 | 0 | 277.58 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-10-16 | 8 | 2 | 0 | 277.88 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-10-14 | 8 | 2 | 0 | 277.78 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-10-07 | 8 | 3 | 0 | 277.78 | 263.35 | 287.96 |
| 2026Q4 | S | 2026-09-21 | 8 | 3 | 0 | 278.01 | 265.2 | 287.96 |
| 2026Q4 | S | 2026-08-31 | 8 | 3 | 1 | 278.01 | 265.2 | 287.96 |
| 2026Q4 | S | 2026-08-21 | 7 | 3 | 1 | 276.59 | 265.2 | 283.47 |
| 2026Q4 | S | 2026-08-20 | 7 | 3 | 1 | 276.61 | 265.2 | 283.47 |
| 2026Q4 | S | 2026-08-14 | 7 | 3 | 1 | 276.47 | 265.2 | 283.47 |
Estimate history
| EPS, annual | 0.345 | 1.016 | 0.144 | 0.237 | 0.452 | 0.152 | -0.743 | -1.807 | -0.71 | -0.2581 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | -0.39 | -0.262 | -0.307 | -0.13 | -0.455 | -0.167 | 0.04 | -0.002 | -0.129 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
| Sales, annual | 613.11 | 695.297 | 693.634 | 735.068 | 534.817 | 932.637 | 1343.769 | 1268.316 | 1180.546 | 1144.91 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 316.322 | 315.423 | 309.766 | 298.977 | 297.502 | 297.765 | 286.303 | 278.99 | 281.849 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
| Shares, annual | 204.892 | 205.267 | 216.453 | 218.587 | 150.457 | 380.59 | 380.964 | 350.532 | 351.603 | 342.72 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 364.327 | 355.834 | 350.532 | 350.996 | 351.568 | 351.604 | 351.603 | 346.534 | 342.72 | |
| Period | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,144.91 | 1,180.55 | 1,268.32 | 1,343.77 | 932.64 | 534.82 | 735.07 | 693.63 | 695.30 |
| Total Expenses | 1,012.79 | 1,085.61 | 1,231.90 | 1,293.96 | 853.91 | 449.14 | 665.34 | 643.80 | 535.32 |
| Operating Income | 132.12 | 94.94 | 36.41 | 49.81 | 78.73 | 85.68 | 69.73 | 49.84 | 159.98 |
| Unusual Expense | 256.93 | 367.08 | 567.44 | 154.92 | 163.44 | 21.03 | 27.73 | 21.65 | 8.64 |
| Net Income Before Taxes | -87.89 | -249.49 | -663.90 | -282.08 | 40.69 | 66.66 | 53.51 | 30.76 | 217.63 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | -90.45 | -251.70 | -669.82 | -285.44 | 38.26 | 64.50 | 53.51 | 30.76 | 217.63 |
| Net Income From Continuing Operations | -89.48 | -248.29 | -660.40 | -281.62 | 38.46 | 64.50 | 52.62 | 30.15 | 213.46 |
| Net Income | -89.31 | -248.48 | -660.40 | -281.62 | 38.46 | 64.50 | 52.62 | 30.15 | 213.46 |
| EPS (Recurring) | 0.26 | 0.02 | -0.72 | -0.46 | 0.60 | 0.56 | 0.32 | 0.22 | 1.05 |
| EPS (Basic, Before Extraordinaries) | -0.26 | -0.71 | -1.81 | -0.74 | 0.15 | 0.45 | 0.24 | 0.15 | 1.04 |
| EPS (Diluted) | -0.26 | -0.71 | -1.81 | -0.74 | 0.15 | 0.45 | 0.24 | 0.14 | 1.02 |
| Non-Operating Income (Expense) | 221.06 | 228.14 | 122.50 | 91.69 | 267.33 | 54.54 | 11.50 | 2.57 | 169.58 |
| Other After Tax Adjustments | -2.56 | -2.22 | -5.92 | -3.35 | -2.44 | -2.15 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 25.31 | 22.39 | 31.82 | 14.29 | 20.35 | 10.73 | 8.92 | 10.13 | 10.17 |
| Price To Earnings Ratio | - | - | - | - | 70.98 | 63.49 | 96.40 | 176.66 | 20.90 |
| Price To Sales Ratio | 6.03 | 5.02 | 4.89 | 4.86 | 5.25 | 8.91 | 8.30 | 9.15 | 7.65 |
| Gross Margin | 17.41 | 14.19 | 9.44 | 8.38 | 14.53 | 22.41 | 15.46 | 13.49 | 28.22 |
| Operating Margin | 11.54 | 8.04 | 2.87 | 3.71 | 8.44 | 16.02 | 9.49 | 7.18 | 23.01 |
| Net Margin | -7.80 | -21.05 | -52.07 | -20.96 | 4.12 | 12.06 | 7.16 | 4.35 | 30.70 |
| Shares Outstanding | 342.72 | 351.60 | 350.53 | 380.96 | 380.59 | 150.46 | 218.59 | 216.45 | 205.27 |
| Market Capitalization | 6,550.75 | 6,550.75 | 6,006.88 | 6,562.46 | 7,333.62 | 6,156.18 | 5,025.37 | 5,237.66 | 4,372.81 |
Income statement, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 | 2024Q3 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 281.85 | 278.99 | 286.30 | 297.76 | 297.50 | 298.98 | 309.77 | 315.42 |
| Total Expenses | 241.41 | 246.39 | 251.93 | 273.07 | 281.15 | 279.46 | 308.95 | 303.58 |
| Operating Income | 40.44 | 32.60 | 34.38 | 24.70 | 16.35 | 19.52 | 0.81 | 11.84 |
| Unusual Expense | 45.91 | -0.03 | 106.27 | 104.77 | 142.94 | 13.09 | 82.91 | 85.11 |
| Net Income Before Taxes | -43.95 | 0.02 | 14.59 | -58.54 | -158.18 | -45.39 | -108.21 | -94.53 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | -44.74 | -0.74 | 14.08 | -59.05 | -160.93 | -46.00 | -109.12 | -95.64 |
| Net Income From Continuing Operations | -44.30 | -0.81 | 13.88 | -58.24 | -158.63 | -45.48 | -107.75 | -94.13 |
| Net Income | -44.19 | -0.71 | 13.93 | -58.34 | -159.03 | -45.50 | -107.75 | -94.13 |
| EPS (Recurring) | -0.04 | -0.00 | 0.25 | 0.04 | -0.17 | -0.10 | -0.14 | -0.10 |
| EPS (Basic, Before Extraordinaries) | -0.13 | -0.00 | 0.04 | -0.17 | -0.45 | -0.13 | -0.31 | -0.26 |
| EPS (Diluted) | -0.13 | -0.00 | 0.04 | -0.17 | -0.45 | -0.13 | -0.31 | -0.26 |
| Non-Operating Income (Expense) | 6.38 | 11.26 | 128.26 | 75.16 | 20.89 | 3.94 | 34.12 | 43.03 |
| Other After Tax Adjustments | -0.79 | -0.76 | -0.52 | -0.50 | -0.78 | -0.61 | -0.91 | -1.11 |
| Stock Option Compensation Expense | 4.42 | 5.42 | 12.09 | 3.39 | 3.89 | 3.03 | 16.97 | 7.91 |
| Price To Sales Ratio | 6.03 | 5.09 | 5.03 | 5.24 | 4.54 | 4.76 | 4.70 | 5.05 |
| Gross Margin | 19.44 | 17.90 | 16.82 | 15.61 | 13.39 | 11.05 | 11.31 | 10.13 |
| Operating Margin | 14.35 | 11.69 | 12.01 | 8.29 | 5.49 | 6.53 | 0.26 | 3.75 |
| Net Margin | -15.68 | -0.26 | 4.87 | -19.59 | -53.45 | -15.22 | -34.79 | -29.84 |
| Shares Outstanding | 342.72 | 346.53 | 351.60 | 351.60 | 351.57 | 351.00 | 350.53 | 355.83 |
| Market Capitalization | 6,550.75 | 5,926.96 | 5,960.11 | 6,339.47 | 5,573.57 | 5,928.86 | 6,006.88 | 6,588.99 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 26.17 | 68.92 | 25.70 | 60.96 | 13.18 | 118.77 | 37.62 | 133.53 | 118.56 |
| Short Term Receivables | 257.19 | 289.09 | 353.68 | 243.18 | 84.86 | 152.03 | 137.20 | 123.64 | 114.72 |
| Investments | 7,895.29 | 9,334.25 | 11,182.86 | 12,432.88 | 3,766.20 | 6,110.16 | 6,048.81 | 5,666.73 | 5,949.40 |
| Investment in Unconsolidated Affiliates | 453.61 | 473.12 | 311.51 | 327.25 | 161.94 | 64.36 | 65.89 | 67.17 | 68.58 |
| Net Property, Plant & Equipment | 204.91 | 261.44 | 275.98 | 336.98 | 128.39 | 242.99 | 243.28 | 0.00 | 0.00 |
| Other Intangible Assets | 373.70 | 224.10 | 487.40 | 448.38 | 104.36 | 102.39 | 105.95 | 197.40 | 198.32 |
| Total Assets | 9,210.86 | 10,650.92 | 12,637.13 | 13,849.63 | 4,258.92 | 6,790.69 | 6,638.75 | 6,188.48 | 6,449.58 |
| Total Debt | 4,147.48 | 5,184.11 | 5,299.08 | 5,802.60 | 1,924.94 | 3,257.91 | 2,987.20 | 2,602.38 | 2,849.23 |
| Long Term Debt | 4,016.10 | 5,169.64 | 5,284.63 | 5,784.81 | 1,924.94 | 3,257.91 | 2,892.61 | 2,508.04 | 2,749.54 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 386.76 | 160.93 | 415.27 | 365.20 | 148.86 | 297.87 | 220.90 | 244.64 | 230.16 |
| Total Liabilities | 4,534.24 | 5,345.05 | 5,714.35 | 6,167.80 | 2,073.80 | 3,555.77 | 3,208.11 | 2,847.02 | 3,079.40 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 4,616.89 | 5,234.86 | 6,822.66 | 7,571.08 | 2,185.12 | 3,174.24 | 3,358.01 | 3,256.02 | 3,278.78 |
| Total Shareholders Equity | 4,616.89 | 5,234.86 | 6,822.66 | 7,571.08 | 2,185.12 | 3,174.24 | 3,358.01 | 3,256.02 | 3,278.78 |
| Accumulated Minority Interest | 59.73 | 71.01 | 100.12 | 110.76 | 0.00 | 60.68 | 72.64 | 85.43 | 91.40 |
| Total Equity | 4,676.62 | 5,305.87 | 6,922.78 | 7,681.83 | 2,185.12 | 3,234.92 | 3,430.64 | 3,341.46 | 3,370.18 |
| Total Liabilities & Stockholders Equity | 9,210.86 | 10,650.92 | 12,637.13 | 13,849.63 | 4,258.92 | 6,790.69 | 6,638.75 | 6,188.48 | 6,449.58 |
| Book Value Per Share | 13.13 | 14.93 | 17.91 | 19.89 | 14.52 | 14.52 | 15.51 | 15.86 | 16.00 |
| Tangible Book Value Per Share | 13.07 | 14.83 | 17.07 | 19.09 | 14.46 | 14.47 | 15.46 | 15.38 | 15.48 |
| Full-Time Employees | 539 | 550 | 584 | 583 | 357 | 333 | 303 | 282 | 270 |
| Price to Book Ratio | 1.57 | 1.09 | 0.94 | 0.95 | 1.96 | 1.58 | 1.63 | 1.33 | 1.58 |
| Return on Assets | -2.50 | -5.67 | -2.13 | 0.37 | 1.17 | 0.78 | 0.47 | 3.38 | 1.25 |
| Return on Equity | -5.04 | -10.95 | -3.91 | 0.71 | 2.41 | 1.61 | 0.91 | 6.53 | 2.57 |
| Return on Invested Capital | -2.88 | -6.35 | -2.33 | 0.29 | 1.57 | 0.82 | 0.48 | 3.70 | 1.06 |
| Quick Ratio | 1.23 | 1.64 | 1.81 | 1.28 | 1.14 | 1.32 | 0.60 | 0.86 | 0.84 |
| Current Ratio | 1.23 | 1.64 | 1.81 | 1.28 | 1.14 | 1.32 | 0.60 | 0.86 | 0.84 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 529.39 | 514.90 | 527.48 | 570.72 | 305.56 | 241.16 | 365.23 | 344.80 | 342.42 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -79.47 | -57.80 | -25.86 | -70.89 | -32.81 | -8.53 | 22.73 | -4.41 | -5.02 |
| Cash from Operating Activities | 449.92 | 457.10 | 501.62 | 499.82 | 272.75 | 232.63 | 387.96 | 340.39 | 337.40 |
| Capital Expenditures | -306.32 | -330.15 | -248.98 | -231.03 | -163.54 | -100.69 | -74.74 | -91.54 | -77.87 |
| Net Assets From Acquisitions | -1.55 | -0.83 | -0.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.01 | 1.39 | 1,159.84 | 0.00 | 0.00 | 1.23 | 0.00 |
| Purchase or Sale of Investments | 991.86 | 1,038.98 | 1,149.89 | 578.78 | 638.07 | -461.78 | -244.52 | -575.75 | 254.18 |
| Purchase of Investments | -38.97 | -23.91 | -76.35 | -122.66 | -564.68 | -646.00 | -268.36 | -581.36 | -51.66 |
| Sale Or Maturity of Investments | 1,030.83 | 1,062.89 | 1,226.24 | 701.43 | 1,202.76 | 184.22 | 23.85 | 5.62 | 305.84 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 6.13 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | 690.12 | 709.99 | 900.18 | 349.14 | 1,634.36 | -562.47 | -319.26 | -666.05 | 176.31 |
| Cash Dividends Paid | -335.31 | -386.92 | -457.85 | -472.24 | -1,407.36 | -175.46 | -275.82 | -256.12 | -252.65 |
| Change in Capital Stock | -209.94 | -4.01 | -519.20 | -2.17 | 19.71 | 327.32 | 46.21 | 311.21 | 2.91 |
| Repurchase of Common Pref Stock | -209.94 | -4.01 | -519.30 | -2.30 | -3.19 | -3.80 | -5.19 | -12.18 | -70.32 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.10 | 0.13 | 22.90 | 331.12 | 51.40 | 323.39 | 73.22 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.10 | 0.13 | 22.90 | 331.12 | 51.40 | 323.39 | 73.22 |
| Issuance or Reduction of Debt, Net | -0.05 | -809.65 | -376.05 | -404.69 | -469.98 | 175.86 | 272.71 | 201.79 | -241.80 |
| Change in Long Term Debt | -0.05 | -0.05 | -350.02 | -0.02 | -487.75 | -9.18 | 272.71 | 201.79 | -241.80 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 653.75 | 0.00 | 2,116.63 | 1,509.15 | 144.22 |
| Reduction of Long Term Debt | -0.05 | -0.05 | -350.02 | -0.02 | -1,141.50 | -9.18 | -1,843.92 | -1,307.36 | -386.02 |
| Net Financing Active Other Cash Flow | -45.50 | -22.34 | -6.04 | -5.65 | -1.70 | -0.41 | -30.65 | -27.14 | -5.28 |
| Other Financing Activities Uses | -41.17 | -18.01 | -6.04 | -5.65 | -1.70 | -0.41 | -30.65 | -27.14 | -5.28 |
| Cash from Financing Activities | -1,146.71 | -1,209.83 | -1,358.58 | -884.22 | -1,859.33 | 327.72 | 12.45 | 229.75 | -498.74 |
| Net Change in Cash | -6.67 | -42.74 | 43.22 | -35.26 | 47.79 | -2.13 | 81.15 | -95.91 | 14.97 |
| Free Cash Flow | 449.92 | 457.10 | 501.62 | 499.82 | 272.75 | 232.63 | 313.22 | 248.85 | 259.53 |
| Preferred Dividends (Cash Flow) | - | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow | 60.24 | 84.49 | 141.58 | 236.74 | - | 83.35 | 163.21 | - | 773.33 |
Balance sheet, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 18.99 | 26.23 | 26.17 | 43.34 | 25.51 | 25.72 |
| Short Term Receivables | 43.50 | 87.00 | 257.19 | 84.09 | 1.50 | 117.82 |
| Investments | 7,752.49 | 7,824.12 | 7,895.29 | 8,012.63 | 8,678.08 | 9,214.95 |
| Investment in Unconsolidated Affiliates | 457.03 | 467.46 | 453.61 | 458.63 | 463.43 | 470.42 |
| Net Property, Plant & Equipment | 201.92 | 202.71 | 204.91 | 209.29 | 243.91 | 259.76 |
| Other Intangible Assets | 527.23 | 540.64 | 373.70 | 1,051.66 | 823.15 | 407.60 |
| Total Assets | 9,001.15 | 9,148.16 | 9,210.86 | 9,859.65 | 10,235.57 | 10,496.27 |
| Total Debt | 4,402.51 | 4,339.98 | 4,147.48 | 4,724.59 | 4,971.09 | 5,029.32 |
| Long Term Debt | 4,396.98 | 3,734.85 | 4,016.10 | 4,155.14 | 4,385.14 | 4,218.97 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 325.67 | 311.18 | 386.76 | 390.21 | 383.06 | 320.11 |
| Total Liabilities | 4,728.18 | 4,651.15 | 4,534.24 | 5,114.80 | 5,354.15 | 5,349.43 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 4,217.15 | 4,439.17 | 4,616.89 | 4,682.93 | 4,817.31 | 5,078.27 |
| Total Shareholders Equity | 4,217.15 | 4,439.17 | 4,616.89 | 4,682.93 | 4,817.31 | 5,078.27 |
| Accumulated Minority Interest | 55.83 | 57.84 | 59.73 | 61.91 | 64.11 | 68.57 |
| Total Equity | 4,272.97 | 4,497.01 | 4,676.62 | 4,744.85 | 4,881.43 | 5,146.84 |
| Total Liabilities & Stockholders Equity | 9,001.15 | 9,148.16 | 9,210.86 | 9,859.65 | 10,235.57 | 10,496.27 |
| Book Value Per Share | 12.30 | 12.81 | 13.13 | 13.32 | 13.70 | 14.47 |
| Tangible Book Value Per Share | 12.30 | 12.81 | 13.07 | 13.32 | 13.70 | 14.47 |
| Full-Time Employees | - | - | 539 | - | - | - |
| Price to Book Ratio | 1.57 | 1.29 | 1.27 | 1.32 | 1.10 | 1.13 |
| Return on Assets | -0.93 | -2.08 | -2.50 | -3.51 | -3.68 | -3.45 |
| Return on Equity | -1.98 | -4.28 | -5.04 | -7.26 | -7.59 | -6.83 |
| Return on Invested Capital | -0.51 | -0.01 | 0.16 | -0.66 | -1.72 | -0.49 |
| Quick Ratio | 0.91 | 0.32 | 1.23 | 0.90 | 0.48 | 0.16 |
| Current Ratio | 0.91 | 0.32 | 1.23 | 0.90 | 0.48 | 0.16 |
Cash flow, quarterly
| Metric | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 |
|---|---|---|---|---|---|---|
| Funds from Operations | 140.34 | 130.95 | 130.06 | 128.05 | 130.84 | 125.96 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 10.61 | -78.07 | 2.28 | -14.29 | 32.38 | -78.17 |
| Cash from Operating Activities | 150.95 | 52.88 | 132.34 | 113.75 | 163.22 | 47.79 |
| Capital Expenditures | -69.79 | -61.15 | -86.55 | -88.82 | -85.65 | -69.13 |
| Net Assets From Acquisitions | -0.27 | -0.77 | -0.16 | -0.35 | 0.00 | -0.33 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 52.82 | 10.91 | 613.03 | 315.10 | 80.56 | 30.30 |
| Purchase of Investments | -6.45 | -20.75 | -3.24 | -8.53 | -7.88 | -4.27 |
| Sale Or Maturity of Investments | 59.27 | 31.66 | 616.27 | 323.63 | 88.43 | 34.56 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 1.19 | 4.93 | 0.00 | 0.00 | 2.00 | 0.00 |
| Cash from Investing Activities | -16.06 | -46.08 | 526.33 | 225.93 | -3.10 | -39.16 |
| Cash Dividends Paid | -82.25 | -83.90 | -84.39 | -84.77 | -108.95 | -108.81 |
| Change in Capital Stock | -104.61 | -102.04 | -0.38 | -2.92 | -0.50 | -0.21 |
| Repurchase of Common Pref Stock | -104.61 | -102.04 | -0.38 | -2.92 | -0.50 | -0.21 |
| 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 | 45.77 | 180.27 | -585.85 | -232.92 | -49.40 | 58.52 |
| Change in Long Term Debt | -0.02 | -0.02 | 0.09 | -0.10 | 0.09 | -0.14 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | -0.02 | -0.02 | 0.09 | -0.10 | 0.09 | -0.14 |
| Net Financing Active Other Cash Flow | -24.33 | -1.49 | -5.37 | -14.31 | -1.34 | -1.31 |
| Other Financing Activities Uses | -24.33 | -1.49 | -1.04 | -14.31 | -1.34 | -1.31 |
| Cash from Financing Activities | -142.14 | -6.74 | -675.99 | -321.84 | -160.18 | -51.82 |
| Net Change in Cash | -7.25 | 0.06 | -17.32 | 17.84 | -0.06 | -43.19 |
| Free Cash Flow | 150.95 | 52.88 | 132.34 | 113.75 | 163.22 | 47.79 |
| Price to Free Cash Flow | 60.24 | 58.93 | 84.55 | 125.07 | 195.77 | 237.62 |
Revenue breakdown
| Management Fee Income | 2024: 9.83M 2025: 19.61M |
|---|---|
| Parking Income | 2024: 9.33M 2025: 8.60M |
| United States | 2024: 19.16M 2025: 28.22M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 5.05% | 17.0M | 335.7M | 4.40M |
| 2026-10-15 | 5.15% | 17.5M | 339.8M | 3.97M |
| 2026-09-30 | 5.53% | 18.8M | 339.8M | 3.71M |
| 2026-09-15 | 4.74% | 16.1M | 339.8M | 3.60M |
| 2026-08-31 | 4.97% | 16.9M | 339.8M | 3.81M |
| 2026-08-14 | 5.00% | 17.0M | 339.8M | 3.94M |
| 2026-07-31 | 5.50% | 18.7M | 339.8M | 4.39M |
| 2026-07-15 | 5.47% | 18.8M | 343.6M | 4.25M |
| 2026-06-30 | 5.91% | 20.3M | 343.6M | 4.11M |
| 2026-06-15 | 5.07% | 17.4M | 343.4M | 4.01M |
| 2026-05-29 | 4.71% | 16.2M | 343.6M | 3.77M |
| 2026-05-15 | 4.59% | 15.8M | 343.6M | 3.80M |
| 2026-04-30 | 4.61% | 15.9M | 344.3M | 3.59M |
| 2026-04-15 | 4.91% | 17.0M | 346.6M | 3.61M |
| 2026-03-31 | 4.83% | 16.7M | 344.6M | 3.69M |
| 2026-03-13 | 4.33% | 14.9M | 344.6M | 3.56M |
| 2026-02-27 | 4.15% | 14.3M | 344.6M | 3.50M |
| 2026-02-13 | 4.54% | 15.6M | 344.6M | 3.31M |
| 2026-01-30 | 5.36% | 18.6M | 348.2M | 3.10M |
| 2026-01-15 | 5.25% | 18.3M | 348.2M | 3.20M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 2.50 | 14.60 | 17.90 | 16.95 | 15.211 | 0.00 | 0.00 | 0.993 | -0.015 | 0.000 |
| call | 5.00 | 12.20 | 15.50 | 14.45 | 9.706 | 0.00 | 0.00 | 0.990 | -0.016 | 0.001 |
| call | 7.50 | 10.50 | 13.70 | 11.95 | 8.506 | 0.00 | 0.00 | 0.986 | -0.016 | 0.001 |
| call | 10.00 | 7.20 | 10.30 | 10.49 | 4.844 | 0.00 | 0.00 | 0.980 | -0.015 | 0.001 |
| call | 12.50 | 5.70 | 7.40 | 6.82 | 2.965 | 0.00 | 0.00 | 0.972 | -0.015 | 0.002 |
| call | 15.00 | 2.30 | 4.90 | 3.00 | 2.039 | 0.00 | 0.00 | 0.917 | -0.031 | 0.005 |
| call | 17.50 | 1.05 | 2.20 | 1.80 | 0.983 | 15.00 | 0.00 | 0.749 | -0.055 | 0.010 |
| call | 20.00 | 0.00 | 1.20 | 0.05 | 1.274 | 176 | 0.00 | 0.449 | -0.076 | 0.012 |
| call | 22.50 | 0.00 | 0.05 | 0.05 | 0.691 | 162 | 0.00 | 0.101 | -0.020 | 0.006 |
| call | 25.00 | 0.00 | 0.75 | 0.10 | 0.951 | 6.00 | 0.00 | 0.045 | -0.015 | 0.003 |
| call | 30.00 | 0.00 | 0.75 | 0.00 | 1.451 | 0.00 | 0.00 | 0.032 | -0.018 | 0.002 |
| call | 35.00 | 0.00 | 0.75 | 0.00 | 1.845 | 0.00 | 0.00 | 0.026 | -0.019 | 0.002 |
| put | 2.50 | 0.00 | 0.75 | 0.00 | 6.475 | 0.00 | 0.00 | -0.006 | -0.018 | 0.000 |
| put | 5.00 | 0.00 | 0.75 | 0.00 | 4.284 | 0.00 | 0.00 | -0.009 | -0.018 | 0.001 |
| put | 7.50 | 0.00 | 0.75 | 0.00 | 3.059 | 0.00 | 0.00 | -0.013 | -0.018 | 0.001 |
| put | 10.00 | 0.00 | 0.75 | 0.00 | 2.199 | 0.00 | 0.00 | -0.019 | -0.017 | 0.001 |
| put | 12.50 | 0.00 | 0.05 | 0.00 | 1.463 | 0.00 | 0.00 | -0.026 | -0.014 | 0.002 |
| put | 15.00 | 0.00 | 0.75 | 0.31 | 1.237 | 10.00 | 0.00 | -0.082 | -0.032 | 0.005 |
| put | 17.50 | 0.00 | 0.50 | 0.25 | 1.030 | 65.00 | 0.00 | -0.250 | -0.055 | 0.010 |
| put | 20.00 | 0.05 | 1.45 | 1.00 | 0.847 | 5.00 | 0.00 | -0.550 | -0.077 | 0.012 |
| put | 22.50 | 1.75 | 3.90 | 1.85 | 1.423 | 1.00 | 0.00 | -0.936 | -0.013 | 0.004 |
| put | 25.00 | 4.90 | 6.60 | 0.00 | 2.099 | 0.00 | 0.00 | -0.954 | -0.015 | 0.003 |
| put | 30.00 | 9.90 | 11.60 | 0.00 | 2.833 | 0.00 | 0.00 | -0.967 | -0.017 | 0.002 |
| put | 35.00 | 13.70 | 17.00 | 0.00 | 3.849 | 0.00 | 0.00 | -0.973 | -0.018 | 0.002 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-10-29 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-29 | 8-K | Current report | 2026-10-29 | SEC |
| 2026-09-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-08 | SEC |
| 2026-09-08 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-11 | EFFECT | Effectiveness filing by commission order | SEC | |
| 2026-07-31 | S-3 | Registration statement for specified transactions by certain issuers including face-amount certificate companies | SEC | |
| 2026-07-31 | 8-K | Current report | 2026-07-31 | SEC |
| 2026-07-31 | 424B5 | SEC | ||
| 2026-07-31 | S-3ASR | Automatic shelf registration statement of securities of well-known seasoned issuers | SEC | |
| 2026-07-30 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-30 | 8-K | Current report | 2026-07-30 | SEC |
| 2026-06-23 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-23 | SEC |
| 2026-06-22 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-05-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-19 | SEC |
| 2026-05-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-19 | SEC |
| 2026-05-20 | 8-K | Current report | 2026-05-20 | SEC |
| 2026-05-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-19 | SEC |
| 2026-05-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-19 | SEC |
| 2026-05-19 | 8-K | Current report | 2026-05-19 | SEC |
| 2026-05-07 | 8-K | Current report | 2026-05-07 | SEC |
| 2026-05-05 | 8-K | Current report | 2026-05-05 | SEC |
| 2026-05-01 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-04-30 | SCHEDULE 13G | SEC | ||
| 2026-04-30 | 8-K | Current report | 2026-04-30 | SEC |
| 2026-04-29 | SCHEDULE 13G | SEC | ||
| 2026-04-15 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-14 | SEC |
| 2026-04-07 | ARS | Annual report to security holders. | 2025-12-31 | SEC |
| 2026-04-07 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-04-07 | DEF 14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | 2025-12-31 | SEC |
| 2026-03-27 | SCHEDULE 13G/A | 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 | 401.31K | 1 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 524.87K | 1 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 181.09K | 2 | 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. | 16.46% |
| COHEN & STEERS, INC. | 15.37% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.38% |
| STATE STREET CORP | 4.83% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.64% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.50% |
| Resolution Capital Ltd | 3.50% |
| APG Asset Management US Inc. | 2.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.15% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD REAL ESTATE INDEX FUND | 3.64% |
| iShares Core S&P Mid-Cap ETF | 3.42% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.17% |
| Virtus Income & Growth Fund | 3.07% |
| Virtus Convertible Fund | 2.95% |
| Cohen & Steers Institutional Realty Shares | 2.77% |
| Cohen & Steers Realty Shares | 2.52% |
| VANGUARD SMALL-CAP INDEX FUND | 2.29% |
| Cohen & Steers Real Estate Securities Fund | 2.25% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1.56% |
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