Independence Realty Trust Inc
IRTReal Estate·REIT - Residential·USA·Mid·NYSE·Nov 11 • 2:40 PM ET
Price
IRT against its 20, 50 and 200-day averages16.2% under the 52-week high of 17.79 on 30 Dec 2025. 52-week low 14.33 on 8 Oct 2026. Last 15 sessions, 9.6% high to low
Profile
IRTIndependence Realty Trust, Inc. is a real estate investment trust, which acquires, owns, operates, improves, and manages multifamily apartment communities across non-gateway U.S. markets. It operates through the Same-Store and Non Same-Store segments. The Same-Store segment includes properties that were owned and not a development property at the beginning of the previous year, and that have not been sold or identified as held for sale. The Non Same-Store segment refers to the properties that did not meet the definition of a same-store property as of the beginning of the previous year. The company was founded on March 26, 2009 and is headquartered in Philadelphia, PA.
| Index | RUT |
|---|---|
| Employees | 904 |
| IPO | Aug 13, 2013 |
| Beta | 0.91 |
| ATR, 14d | 0.36 |
| Rel volume | 0.53 |
| Short float | 8.70% |
| Insider own | 0.68% |
| Inst own | 101.50% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 3.60B |
| Enterprise Value | 6.09B |
| Income | 61.73M |
| Sales | 671.80M |
| Book/sh | 14.22 |
| Cash/sh | 0.18 |
| Dividend Est. | 0.70 (4.71%) |
| Dividend TTM | 0.70 (4.70%) |
| Dividend Ex-Date | Sep 30, 2026 |
| Dividend Gr. 3/5Y | 7.46% 4.41% |
| Payout | 278.12% |
| Employees | 904 |
| IPO | Aug 13, 2013 |
Ratios
| P/E | 57.29 |
|---|---|
| Forward P/E | 77.86 |
| PEG | - |
| P/S | 5.36 |
| P/B | 1.05 |
| P/C | 83.19 |
| P/FCF | 20.44 |
| EV/EBITDA | 16.45 |
| EV/Sales | 9.07 |
| Quick Ratio | 0.48 |
| Current Ratio | 0.48 |
| Debt/Eq | 0.72 |
| LT Debt/Eq | 0.71 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 0.26 |
|---|---|
| EPS next Y | 0.19 |
| EPS next Q | 0.09 |
| EPS this Y | -33.62% |
| EPS next Y | 20.12% |
| EPS next 5Y | -12.34% |
| EPS past 3/5Y | -22.89% 9.08% |
| Sales past 3/5Y | 1.52% 25.67% |
| EPS Y/Y TTM | 172.52% |
| Sales Y/Y TTM | 3.11% |
| EPS Q/Q | 262.24% |
| Sales Q/Q | 2.97% |
| Earnings | Nov 02 AMC |
| EPS/Sales Surpr. | 143.36% 0.31% |
Ownership
| Insider Own | 0.68% |
|---|---|
| Insider Trans | -0.18% |
| Inst Own | 101.50% |
| Inst Trans | 2.41% |
| ROA | 1.01% |
| ROE | 1.81% |
| ROIC | 1.08% |
| Gross Margin | 20.22% |
| Oper. Margin | 16.67% |
| Profit Margin | 9.19% |
| SMA20 | -0.02% |
| SMA50 | -0.32% |
| SMA200 | -6.81% |
| Trades | - |
Technical
| Shs Outstand | 235.72M |
|---|---|
| Shs Float | 234.27M |
| Short Float | 8.70% |
| Short Ratio | 6.05 |
| Short Interest | 20.37M |
| 52W High | 17.79 -16.24% |
| 52W Low | 14.33 3.98% |
| Volatility | 2.77% 2.38% |
| ATR (14) | 0.36 |
| RSI (14) | 48.79 |
| Beta | 0.91 |
| Rel Volume | 0.53 |
| Avg Volume | 3.37M |
| Volume | 1,429,816 |
Performance
| Perf Week | -3.56% |
|---|---|
| Perf Month | 0.34% |
| Perf Quarter | -12.35% |
| Perf Half Y | -8.53% |
| Perf YTD | -14.76% |
| Perf Year | -10.02% |
| Perf 3Y | 19.26% |
| Perf 5Y | -35.36% |
| Perf 10Y | 87.35% |
| Recom | 1.62 |
| Target Price | 18.69 |
| Prev Close | 15.05 |
| Price | 14.90 |
| Change % | -1.00% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 14, 2026 | Upgrade | BBarclays | Equal Weight → Overweight | $20 | +34.2% |
| Jan 20, 2026 | Downgrade | DDeutsche Bank | Buy → Hold | $18 | +20.8% |
| Jan 09, 2026 | Upgrade | BBMO Capital Markets | Market Perform → Outperform | $22 | +47.7% |
| Dec 04, 2025 | Downgrade | CColliers Securities | Buy → Neutral | $18.50 | +24.2% |
| Aug 01, 2025 | Upgrade | CCompass Point | Neutral → Buy | $24 | +61.1% |
| May 13, 2025 | Downgrade | CCompass Point | Buy → Neutral | $22 | +47.7% |
| Apr 07, 2025 | Initiated | UUBS | Buy | $24 | +61.1% |
| Mar 19, 2025 | Initiated | WWells Fargo | Overweight | $24 | +61.1% |
| Mar 10, 2025 | Upgrade | JJefferies | Hold → Buy | $20 → $24 | +61.1% |
| Dec 17, 2024 | Initiated | BBarclays | Equal Weight | $23 | +54.4% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| MAA | Mid-America Apartment Communities Inc | 14.00B |
| CPT | Camden Property Trust | 13.27B |
| NXRT | NexPoint Residential Trust Inc | 396.59M |
| UDR | UDR Inc | 11.49B |
| CSR | Centerspace | 1.00B |
| BRT | BRT Apartments Corp | 235.82M |
| VMRK | Vivmark Residential | 50.00B |
| AMH | American Homes 4 Rent | 11.67B |
| ESS | Essex Property Trust Inc | 18.19B |
| INVH | Invitation Homes Inc | 15.47B |
Insider trading
11 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Gebert Richard D | Director | Nov 02 '26 | Sale | 14.77 | 500 | 7,385 | 40,569 | Nov 02 04:06 PM |
| Gebert Richard D | Director | Oct 01 '26 | Sale | 14.47 | 500 | 7,235 | 41,069 | Oct 01 04:05 PM |
| Gebert Richard D | Director | Sep 01 '26 | Sale | 16.16 | 500 | 8,080 | 41,569 | Sep 01 04:05 PM |
| Gebert Richard D | Director | Aug 03 '26 | Sale | 16.70 | 500 | 8,350 | 42,069 | Aug 03 04:05 PM |
| Gebert Richard D | Director | Jul 01 '26 | Sale | 16.75 | 500 | 8,375 | 42,569 | Jul 01 04:05 PM |
| Gebert Richard D | Director | Jun 01 '26 | Sale | 16.15 | 500 | 8,075 | 43,069 | Jun 01 04:13 PM |
| Gebert Richard D | Director | May 01 '26 | Sale | 16.33 | 500 | 8,165 | 37,372 | May 01 05:30 PM |
| Gebert Richard D | Director | Apr 01 '26 | Sale | 14.85 | 500 | 7,425 | 37,872 | Apr 01 05:53 PM |
| Gebert Richard D | Director | Mar 02 '26 | Sale | 16.47 | 500 | 8,235 | 38,372 | Mar 03 05:29 PM |
| Gebert Richard D | Director | Feb 02 '26 | Sale | 16.73 | 500 | 8,365 | 38,872 | Feb 04 11:50 AM |
| Gebert Richard D | Director | Dec 01 '25 | Sale | 17.00 | 500 | 8,500 | 39,872 | Dec 01 05:34 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 |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.76B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.10B |
| SCHH | Schwab U.S. REIT ETF | AUM: 11.94B |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | AUM: 26.22B |
News
latest 14 of 200- Independence Realty Trust Stockholders and Centerspace Shareholders Approve Merger (Business Wire)
- Independence Realty Trust Matches Estimates As Leasing Accelerates, But The Centerspace Deal And Rising Costs Keep Investors Skeptical (Earnings Whispers)
- Independence Realty Trust: Q3 Earnings Snapshot (Associated Press)
- Independence Realty Trust Announces Third Quarter 2026 Financial Results (Business Wire)
- Independence Realty's Leasing Turn Faces Proof Test As Shares Slide Below Key Average (Earnings Whispers)
- IRT Announces Dates for Third Quarter 2026 Earnings Release and Conference Call (Business Wire)
- Centerspace Announces Third Quarter 2026 Earnings Release Date (PR Newswire)
- Investor challenges IRTs acquisition of Centerspace (Multifamily Dive)
- Activist Calls Independence Realty Trust's Centerspace Merger 'Destructive' To REIT (Bisnow)
- IRTs purchase of Centerspace driven by scale, diversification (Multifamily Dive)
- IRT, Centerspace Merge in $8.1B Multifamily REIT Deal (CRE Daily)
- Are CSR, BZH, IRT Obtaining Fair Deals for their Shareholders? (PR Newswire)
- Independence Realty Trust To Buy Centerspace, Creating $8.1B REIT (Bisnow)
- Independence Realty Trust and Centerspace to Merge in $8.1 Billion Combination (PR Newswire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-02 | 0.110 | 0.045 | 0.110 | 171.96 | 171.43 | 6 |
| 2026Q2 | 2026-08-03 | 0.010 | 0.025 | 0.014 | 167.13 | 166.92 | 7 |
| 2026Q1 | 2026-04-29 | 0.000 | 0.022 | 0.000 | 165.21 | 166.35 | 8 |
| 2025Q4 | 2026-02-11 | 0.140 | 0.086 | 0.140 | 166.8 | 169.89 | 8 |
| 2025Q3 | 2025-10-29 | 0.030 | 0.080 | 0.029 | 166.89 | 168.36 | 7 |
| 2025Q2 | 2025-07-30 | 0.030 | 0.040 | 0.034 | 161.89 | 164.68 | 7 |
| 2025Q1 | 2025-04-30 | 0.040 | 0.039 | 0.036 | 160.91 | 163.49 | 8 |
| 2024Q4 | 2025-02-12 | 0.000 | 0.063 | -0.004 | 160.62 | 163.27 | 5 |
| 2024Q3 | 2024-10-30 | 0.050 | 0.089 | 0.055 | 159.86 | 159.63 | 6 |
| 2024Q2 | 2024-07-31 | 0.050 | 0.060 | 0.046 | 158.1 | 161.48 | 5 |
| 2024Q1 | 2024-04-24 | 0.080 | 0.080 | 0.078 | 160.33 | 161.45 | 5 |
| 2023Q4 | 2024-02-14 | -0.180 | 0.070 | -0.181 | 166.73 | 166.7 | 3 |
| 2023Q3 | 2023-10-30 | 0.020 | 0.075 | 0.018 | 168.38 | 166.74 | 4 |
| 2023Q2 | 2023-07-26 | 0.050 | 0.048 | 0.048 | 163.6 | 165.18 | 4 |
| 2023Q1 | 2023-04-26 | 0.040 | 0.052 | 0.038 | 161.14 | 161.39 | 6 |
| 2022Q4 | 2023-02-15 | 0.150 | 0.070 | 0.150 | 162.49 | 163.87 | 5 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2018FY | 0.300 | 0.503 | 0.301 | 190.71 | 190.08 |
| 2019FY | 0.510 | 0.400 | 0.508 | 202.62 | 203.7 |
| 2020FY | 0.160 | 0.083 | 0.156 | 211.17 | 210.72 |
| 2021FY | 0.410 | 0.232 | 0.406 | 249.49 | 234.59 |
| 2022FY | 0.530 | 0.437 | 0.526 | 627.41 | 629.08 |
| 2023FY | -0.080 | 0.191 | -0.077 | 659.84 | 660.36 |
| 2024FY | 0.170 | 0.243 | 0.174 | 638.91 | 642.43 |
| 2025FY | 0.240 | 0.186 | 0.240 | 656.48 | 660.19 |
| 2026FY | - | 0.159 | - | - | 676.68 |
| 2027FY | - | 0.191 | - | - | 811.13 |
| 2028FY | - | 0.162 | - | - | 817.42 |
| 2029FY | - | 0.190 | - | - | 743.9 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-03 | 7 | 1 | 0 | 172.48 | 170.16 | 174.69 |
| 2026Q4 | S | 2026-11-02 | 7 | 1 | 0 | 172.41 | 170.16 | 174.69 |
| 2026Q4 | S | 2026-10-21 | 7 | 1 | 0 | 172.41 | 170.16 | 174.69 |
| 2026Q4 | S | 2026-10-19 | 8 | 1 | 0 | 172.31 | 170.16 | 174.69 |
| 2026Q4 | S | 2026-10-18 | 8 | 1 | 0 | 172.32 | 170.16 | 174.69 |
| 2026Q4 | S | 2026-10-16 | 8 | 3 | 0 | 172.32 | 170.16 | 174.69 |
| 2026Q4 | S | 2026-09-09 | 8 | 3 | 0 | 172.32 | 170.16 | 174.69 |
| 2026Q4 | S | 2026-09-08 | 8 | 2 | 0 | 172.07 | 170.16 | 174.69 |
| 2026Q4 | S | 2026-09-02 | 9 | 2 | 0 | 171.62 | 168.02 | 174.69 |
| 2026Q4 | S | 2026-08-31 | 9 | 2 | 0 | 171.71 | 168.02 | 174.69 |
| 2026Q4 | S | 2026-08-04 | 8 | 2 | 0 | 171.73 | 168.02 | 174.69 |
| 2026Q4 | S | 2026-07-19 | 8 | 0 | 0 | 170.97 | 168.02 | 173.63 |
| 2026Q4 | S | 2026-07-18 | 8 | 1 | 0 | 170.97 | 168.02 | 173.63 |
| 2026Q4 | S | 2026-07-17 | 9 | 1 | 0 | 170.82 | 168.02 | 173.63 |
Estimate history
| EPS, annual | 0.41 | 0.301 | 0.508 | 0.156 | 0.406 | 0.526 | -0.077 | 0.174 | 0.241 | 0.2601 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.055 | -0.004 | 0.036 | 0.034 | 0.029 | 0.14 | 0 | 0.014 | 0.107 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 161.106 | 191.037 | 203.067 | 209.856 | 253.026 | 628.525 | 660.983 | 640.035 | 657.696 | 671.8 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 160.135 | 160.963 | 161.243 | 162.188 | 167.138 | 167.127 | 165.322 | 167.241 | 172.109 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 87.72 | 89.184 | 91.071 | 101.804 | 220.754 | 224.065 | 224.707 | 230.838 | 237.235 | 235.723 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 225.093 | 230.838 | 233.763 | 233.81 | 239.103 | 237.235 | 235.698 | 235.743 | 235.723 | |
| 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 | 671.80 | 657.70 | 640.03 | 660.98 | 628.52 | 253.03 | 209.86 | 203.07 | 191.04 |
| Total Expenses | 559.81 | 536.47 | 510.61 | 516.38 | 538.17 | 201.17 | 171.56 | 155.20 | 139.36 |
| Operating Income | 111.99 | 121.22 | 129.43 | 144.61 | 90.36 | 51.85 | 38.29 | 47.86 | 51.67 |
| Unusual Expense | 6.98 | 1.38 | 3.73 | 1.03 | -6.37 | 57.59 | 1.67 | 1.69 | 4.00 |
| Net Income Before Taxes | 63.02 | 57.71 | 40.03 | -17.81 | 120.66 | 45.53 | 7.68 | 42.16 | 22.46 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 63.02 | 57.71 | 40.03 | -17.81 | 120.66 | 45.53 | 7.68 | 42.16 | 26.61 |
| Net Income From Continuing Operations | 61.73 | 56.56 | 39.29 | -17.23 | 117.25 | 44.59 | 7.58 | 41.70 | 26.29 |
| Net Income | 61.73 | 56.56 | 39.29 | -17.23 | 117.25 | 44.59 | 7.58 | 41.70 | 26.29 |
| EPS (Recurring) | 0.28 | 0.25 | 0.19 | -0.07 | 0.51 | 0.77 | 0.17 | 0.52 | 0.33 |
| EPS (Basic, Before Extraordinaries) | 0.26 | 0.24 | 0.17 | -0.08 | 0.53 | 0.41 | 0.16 | 0.51 | 0.30 |
| EPS (Diluted) | 0.26 | 0.24 | 0.17 | -0.08 | 0.53 | 0.41 | 0.16 | 0.51 | 0.30 |
| Non-Operating Income (Expense) | 40.49 | 29.90 | -29.25 | -52.27 | 109.59 | 95.81 | 2.20 | 36.35 | 9.42 |
| 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 | 7.91 | 8.28 | 7.39 | 7.88 | 8.04 | 7.35 | 5.63 | 3.17 | 2.56 |
| Price To Earnings Ratio | 57.86 | 57.86 | - | 60.47 | 28.00 | 68.66 | 87.21 | 27.85 | 31.25 |
| Price To Sales Ratio | 5.11 | 6.24 | 6.99 | 5.19 | 5.99 | 11.21 | 6.06 | 6.27 | 4.20 |
| Gross Margin | 20.22 | 22.08 | 24.01 | 25.32 | 18.59 | 28.98 | 27.49 | 31.00 | 32.71 |
| Operating Margin | 16.67 | 18.43 | 20.22 | 21.88 | 14.38 | 20.49 | 18.25 | 23.57 | 27.05 |
| Net Margin | 9.19 | 8.60 | 6.14 | -2.61 | 18.65 | 17.62 | 3.61 | 20.54 | 13.76 |
| Shares Outstanding | 235.72 | 237.23 | 230.84 | 224.71 | 224.06 | 220.75 | 101.80 | 91.07 | 89.18 |
| Market Capitalization | 3,549.84 | 3,549.84 | 4,465.92 | 3,438.08 | 3,777.89 | 2,715.04 | 1,273.70 | 1,279.80 | 824.38 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 172.11 | 167.24 | 165.32 | 167.13 | 167.14 | 162.19 | 161.24 | 160.96 |
| Total Expenses | 142.86 | 141.85 | 143.51 | 131.59 | 136.23 | 134.43 | 134.22 | 124.17 |
| Operating Income | 29.25 | 25.39 | 21.82 | 35.54 | 30.91 | 27.76 | 27.02 | 36.79 |
| Unusual Expense | 6.70 | -0.55 | 0.08 | 0.76 | 0.42 | 0.26 | -0.05 | -0.08 |
| Net Income Before Taxes | 25.72 | 3.42 | -0.13 | 34.02 | 7.00 | 8.17 | 8.53 | -1.10 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 25.72 | 3.42 | -0.13 | 34.02 | 7.00 | 8.17 | 8.53 | -1.10 |
| Net Income From Continuing Operations | 25.15 | 3.39 | -0.07 | 33.27 | 6.99 | 8.05 | 8.35 | -1.00 |
| Net Income | 25.15 | 3.39 | -0.07 | 33.27 | 6.99 | 8.05 | 8.35 | -1.00 |
| EPS (Recurring) | 0.13 | 0.01 | -0.00 | 0.14 | 0.03 | 0.04 | 0.04 | -0.00 |
| EPS (Basic, Before Extraordinaries) | 0.11 | 0.01 | -0.00 | 0.14 | 0.03 | 0.03 | 0.04 | -0.00 |
| EPS (Diluted) | 0.11 | 0.01 | -0.00 | 0.14 | 0.03 | 0.03 | 0.04 | -0.00 |
| Non-Operating Income (Expense) | 24.17 | -2.96 | -3.22 | 22.50 | -6.52 | -3.96 | -2.51 | -22.28 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 0.98 | 1.73 | 3.75 | 1.45 | 1.03 | 1.85 | 3.95 | 4.87 |
| Price To Earnings Ratio | 57.86 | 82.22 | 62.22 | 183.23 | 135.79 | 133.81 | 121.87 | - |
| Price To Sales Ratio | 5.11 | 5.91 | 5.32 | 6.34 | 5.89 | 6.43 | 7.68 | 6.97 |
| Gross Margin | 19.89 | 18.58 | 18.35 | 24.06 | 21.43 | 20.81 | 21.97 | 25.87 |
| Operating Margin | 17.00 | 15.18 | 13.20 | 21.26 | 18.49 | 17.12 | 16.76 | 22.86 |
| Net Margin | 14.61 | 2.03 | -0.04 | 19.90 | 4.19 | 4.96 | 5.18 | -0.62 |
| Shares Outstanding | 235.72 | 235.74 | 235.70 | 237.23 | 239.10 | 233.81 | 233.76 | 230.84 |
| Market Capitalization | 3,549.84 | 3,934.08 | 3,533.10 | 4,179.70 | 3,832.26 | 4,135.66 | 4,906.61 | 4,465.92 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 47.62 | 43.45 | 50.73 | 44.02 | 65.67 | 13.62 | 14.43 | 16.05 | 14.62 |
| Short Term Receivables | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investments | 5,750.72 | 5,769.14 | 5,804.75 | 6,336.84 | 6,263.15 | 1,708.15 | 1,638.88 | 1,556.46 | 1,427.35 |
| Investment in Unconsolidated Affiliates | 98.26 | 91.97 | 89.04 | 80.22 | 25.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 2.77 | 1.88 | 2.41 | 3.08 | 2.92 | 2.65 | 2.81 | 0.00 | 0.00 |
| Other Intangible Assets | 122.38 | 151.47 | 333.24 | 67.94 | 149.96 | 10.48 | 7.98 | 86.83 | 8.65 |
| Total Assets | 6,021.75 | 6,057.92 | 6,280.18 | 6,532.10 | 6,506.70 | 1,734.90 | 1,664.11 | 1,659.34 | 1,450.62 |
| Total Debt | 2,284.56 | 2,276.77 | 2,429.49 | 2,635.05 | 2,708.59 | 948.69 | 988.75 | 985.49 | 778.44 |
| Long Term Debt | 1,947.87 | 2,228.93 | 2,362.66 | 2,625.37 | 2,699.55 | 900.20 | 980.61 | 980.54 | 775.19 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 147.77 | 206.07 | 283.49 | 159.18 | 156.03 | 73.44 | 55.60 | 43.80 | 26.06 |
| Total Liabilities | 2,432.32 | 2,482.84 | 2,712.98 | 2,794.23 | 2,864.62 | 1,022.13 | 1,044.35 | 1,029.29 | 804.50 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 3,459.94 | 3,442.28 | 3,431.30 | 3,596.66 | 3,480.76 | 708.06 | 613.28 | 623.00 | 624.10 |
| Total Shareholders Equity | 3,459.94 | 3,442.28 | 3,431.30 | 3,596.66 | 3,480.76 | 708.06 | 613.28 | 623.00 | 624.10 |
| Accumulated Minority Interest | 129.49 | 132.80 | 135.90 | 141.20 | 161.31 | 4.71 | 6.48 | 7.05 | 22.02 |
| Total Equity | 3,589.43 | 3,575.07 | 3,567.19 | 3,737.87 | 3,642.08 | 712.77 | 619.76 | 630.04 | 646.12 |
| Total Liabilities & Stockholders Equity | 6,021.75 | 6,057.92 | 6,280.18 | 6,532.10 | 6,506.70 | 1,734.90 | 1,664.11 | 1,659.34 | 1,450.62 |
| Book Value Per Share | 14.58 | 14.91 | 15.27 | 16.05 | 15.77 | 6.96 | 6.73 | 6.99 | 7.11 |
| Tangible Book Value Per Share | 14.57 | 14.90 | 15.27 | 16.05 | 15.53 | 6.95 | 6.73 | 6.98 | 7.10 |
| Full-Time Employees | 904 | 917 | 952 | 923 | 937 | 444 | 444 | 455 | 421 |
| Price to Book Ratio | 1.06 | 1.33 | 0.97 | 1.05 | 1.64 | 1.93 | 2.09 | 1.31 | 1.12 |
| Return on Assets | 0.94 | 0.64 | -0.27 | 1.80 | 1.08 | 0.45 | 2.51 | 1.69 | 2.03 |
| Return on Equity | 1.64 | 1.14 | -0.49 | 3.31 | 2.13 | 1.15 | 6.75 | 4.22 | 4.93 |
| Return on Invested Capital | 1.05 | 0.69 | -0.30 | 1.88 | 0.72 | 0.47 | 2.62 | 1.64 | 1.99 |
| Quick Ratio | 0.87 | 0.62 | 1.01 | 0.50 | 0.91 | 0.15 | 0.28 | 2.09 | 0.56 |
| Current Ratio | 0.87 | 0.62 | 1.01 | 0.50 | 0.91 | 0.15 | 0.28 | 2.09 | 0.56 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 323.98 | 329.51 | 284.37 | 275.94 | 255.82 | 55.03 | 76.93 | 69.19 | 61.37 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -5.85 | -6.84 | -15.55 | -13.77 | -6.36 | -2.77 | -1.97 | 5.81 | 3.44 |
| Cash from Operating Activities | 318.13 | 322.67 | 268.82 | 262.17 | 249.47 | 52.26 | 74.96 | 75.00 | 64.80 |
| Capital Expenditures | -141.86 | -135.62 | -118.25 | -146.63 | -83.98 | -42.97 | -37.40 | -45.62 | -40.43 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -186.12 | 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 | -1.54 | -48.78 | 83.87 | 138.56 | -70.77 | 12.97 | -87.14 | -60.77 | -189.03 |
| Purchase of Investments | -73.55 | -206.72 | -307.02 | -92.23 | -324.33 | -164.51 | -145.28 | -128.91 | -215.83 |
| Sale Or Maturity of Investments | 72.02 | 157.94 | 390.88 | 230.79 | 253.56 | 177.49 | 58.14 | 68.14 | 26.80 |
| Other Uses | -0.59 | -0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.91 | 1.57 | 4.72 | 6.35 | 15.58 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -143.08 | -183.43 | -29.67 | -1.71 | -139.17 | -216.12 | -124.54 | -106.40 | -229.46 |
| Cash Dividends Paid | -163.55 | -154.39 | -144.02 | -134.87 | -105.83 | -49.83 | -56.15 | -64.75 | -52.48 |
| Change in Capital Stock | -48.21 | 132.44 | 111.30 | 0.00 | 42.68 | 314.10 | 146.72 | 20.98 | 21.91 |
| Repurchase of Common Pref Stock | -59.94 | -30.00 | 0.00 | 0.00 | -5.97 | -2.93 | -1.49 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 11.73 | 162.44 | 111.30 | 0.00 | 48.65 | 317.02 | 148.21 | 20.98 | 21.91 |
| Proceedsfrom Stock Options | 11.73 | 162.44 | 111.30 | 0.00 | 48.65 | 317.02 | 148.21 | 20.98 | 21.91 |
| Issuance or Reduction of Debt, Net | -169.02 | -105.70 | -206.64 | -110.00 | -66.06 | -35.57 | -41.33 | 74.83 | 197.66 |
| Change in Long Term Debt | -169.02 | -100.70 | -314.14 | -129.60 | -53.37 | -312.88 | -39.78 | -4.28 | -3.19 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | -169.02 | -100.70 | -314.14 | -129.60 | -53.37 | -312.88 | -39.78 | -4.28 | -3.19 |
| Net Financing Active Other Cash Flow | -10.27 | -13.73 | -8.92 | -8.93 | -4.41 | -27.66 | -0.53 | -2.73 | -1.90 |
| Other Financing Activities Uses | -9.63 | -13.73 | -8.92 | -8.51 | -4.41 | -15.18 | -0.53 | -2.73 | -1.90 |
| Cash from Financing Activities | -182.68 | -135.07 | -246.43 | -253.74 | -131.95 | 215.92 | 48.76 | 29.78 | 166.08 |
| Net Change in Cash | -7.62 | 4.17 | -7.28 | 6.71 | -21.65 | 52.06 | -0.82 | -1.61 | 1.43 |
| Free Cash Flow | 176.27 | 187.04 | 150.56 | 115.54 | 165.49 | 9.28 | 37.56 | 29.38 | 24.37 |
| 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 | 269.77 | 125.68 | 684.24 | - | 63.05 | - | - | - | - |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 43.31 | 46.70 | 43.27 | 47.62 | 50.93 | 42.53 |
| Short Term Receivables | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investments | 5,841.32 | 5,851.77 | 5,866.91 | 5,750.72 | 5,787.29 | 5,653.27 |
| Investment in Unconsolidated Affiliates | 77.79 | 69.97 | 66.56 | 98.26 | 93.97 | 106.92 |
| Net Property, Plant & Equipment | 2.30 | 2.46 | 2.62 | 2.77 | 2.92 | 1.92 |
| Other Intangible Assets | 115.38 | 120.79 | 119.96 | 122.38 | 157.48 | 157.99 |
| Total Assets | 6,080.10 | 6,091.69 | 6,099.31 | 6,021.75 | 6,092.59 | 5,962.63 |
| Total Debt | 2,404.03 | 2,446.13 | 2,436.46 | 2,284.56 | 2,299.43 | 2,251.98 |
| Long Term Debt | 2,367.98 | 2,362.57 | 2,306.41 | 1,947.87 | 2,293.06 | 2,242.08 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 197.45 | 158.87 | 141.21 | 147.77 | 177.90 | 159.69 |
| Total Liabilities | 2,601.48 | 2,605.00 | 2,577.67 | 2,432.32 | 2,477.33 | 2,411.67 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 3,351.38 | 3,359.17 | 3,393.16 | 3,459.94 | 3,485.48 | 3,420.19 |
| Total Shareholders Equity | 3,351.38 | 3,359.17 | 3,393.16 | 3,459.94 | 3,485.48 | 3,420.19 |
| Accumulated Minority Interest | 127.25 | 127.52 | 128.48 | 129.49 | 129.78 | 130.77 |
| Total Equity | 3,478.63 | 3,486.69 | 3,521.64 | 3,589.43 | 3,615.26 | 3,550.96 |
| Total Liabilities & Stockholders Equity | 6,080.10 | 6,091.69 | 6,099.31 | 6,021.75 | 6,092.59 | 5,962.63 |
| Book Value Per Share | 14.22 | 14.25 | 14.40 | 14.58 | 14.58 | 14.63 |
| Tangible Book Value Per Share | 14.22 | 14.25 | 14.39 | 14.57 | 14.55 | 14.62 |
| Full-Time Employees | - | - | - | 904 | - | - |
| Price to Book Ratio | 1.06 | 1.16 | 1.02 | 1.20 | 1.12 | 1.20 |
| Return on Assets | 1.01 | 0.72 | 0.80 | 0.94 | 0.37 | 0.47 |
| Return on Equity | 1.81 | 1.29 | 1.41 | 1.64 | 0.65 | 0.81 |
| Return on Invested Capital | 0.44 | 0.06 | -0.00 | 0.62 | 0.12 | 0.14 |
| Quick Ratio | 0.48 | 0.53 | 0.45 | 0.87 | 0.89 | 0.99 |
| Current Ratio | 0.48 | 0.53 | 0.45 | 0.87 | 0.89 | 0.99 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 66.08 | 71.36 | 68.65 | 117.89 | 72.08 | 69.56 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 15.11 | 9.56 | -13.33 | -17.18 | 7.26 | 12.69 |
| Cash from Operating Activities | 81.19 | 80.92 | 55.32 | 100.71 | 79.34 | 82.25 |
| Capital Expenditures | -43.72 | -40.28 | -23.61 | -34.25 | -47.70 | -32.23 |
| 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 | 44.05 | -7.04 | -42.91 | 4.36 | -75.37 | -10.96 |
| Purchase of Investments | -10.31 | -7.04 | -42.91 | -13.29 | -106.45 | -10.96 |
| Sale Or Maturity of Investments | 54.36 | 0.00 | 0.00 | 17.65 | 31.09 | 0.00 |
| Other Uses | 0.00 | 0.00 | 0.00 | -0.59 | 3.82 | -2.19 |
| Other Sources | 0.01 | 0.30 | 0.57 | 0.03 | 0.61 | 0.60 |
| Cash from Investing Activities | 0.34 | -47.02 | -65.95 | -30.45 | -118.63 | -44.78 |
| Cash Dividends Paid | -42.36 | -40.01 | -40.59 | -40.59 | -39.69 | -36.93 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 0.00 | 0.00 | -29.94 | -18.27 | 100.83 | -0.13 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | -29.94 | -30.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 11.73 | 100.83 | -0.13 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 11.73 | 100.83 | -0.13 |
| Issuance or Reduction of Debt, Net | -40.95 | 10.81 | 80.40 | -13.65 | -12.41 | -3.09 |
| Change in Long Term Debt | -43.68 | -45.87 | -76.18 | -3.29 | -2.98 | -20.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | -43.68 | -45.87 | -76.18 | -3.29 | -2.98 | -20.00 |
| Net Financing Active Other Cash Flow | -1.62 | -1.35 | -6.15 | -1.15 | -1.62 | -3.22 |
| Other Financing Activities Uses | -1.09 | -1.24 | -6.15 | -1.15 | -1.62 | -3.22 |
| Cash from Financing Activities | -84.93 | -30.47 | 6.28 | -73.56 | 47.69 | -43.27 |
| Net Change in Cash | -3.39 | 3.43 | -4.36 | -3.31 | 8.40 | -5.81 |
| Free Cash Flow | 37.47 | 40.64 | 31.71 | 66.45 | 31.65 | 50.02 |
| Price to Free Cash Flow | 269.77 | 411.69 | 159.75 | 127.69 | 224.19 | 187.52 |
Revenue breakdown
| Real Estate Investment Trusts | 2024: 640.04M 2025: 657.70M |
|---|---|
| United States | 2024: 640.04M 2025: 657.70M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 8.70% | 20.4M | 234.3M | 3.40M |
| 2026-10-15 | 8.32% | 19.5M | 234.1M | 3.29M |
| 2026-09-30 | 8.19% | 19.2M | 234.1M | 3.06M |
| 2026-09-15 | 6.73% | 15.7M | 233.9M | 3.03M |
| 2026-08-31 | 5.60% | 13.1M | 233.9M | 2.86M |
| 2026-08-14 | 5.79% | 13.5M | 233.9M | 3.01M |
| 2026-07-31 | 4.54% | 10.6M | 233.9M | 2.77M |
| 2026-07-15 | 4.25% | 9.9M | 233.9M | 2.78M |
| 2026-06-30 | 4.43% | 10.4M | 233.9M | 2.74M |
| 2026-06-15 | 4.58% | 10.7M | 233.4M | 2.54M |
| 2026-05-29 | 4.12% | 9.6M | 233.9M | 2.42M |
| 2026-05-15 | 4.34% | 10.2M | 233.9M | 2.58M |
| 2026-04-30 | 5.13% | 12.0M | 233.9M | 2.81M |
| 2026-04-15 | 4.75% | 11.1M | 233.5M | 2.78M |
| 2026-03-31 | 4.03% | 9.5M | 235.1M | 2.86M |
| 2026-03-13 | 5.14% | 12.1M | 235.1M | 2.87M |
| 2026-02-27 | 4.29% | 10.1M | 235.1M | 2.90M |
| 2026-02-13 | 4.43% | 10.4M | 235.1M | 2.69M |
| 2026-01-30 | 5.19% | 12.3M | 237.0M | 2.72M |
| 2026-01-15 | 5.17% | 12.3M | 238.1M | 2.82M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 2.50 | 11.20 | 13.60 | 0.00 | 14.759 | 0.00 | 0.00 | 0.991 | -0.015 | 0.001 |
| call | 5.00 | 9.20 | 11.70 | 0.00 | 10.602 | 0.00 | 0.00 | 0.937 | -0.112 | 0.003 |
| call | 7.50 | 6.70 | 8.20 | 0.00 | 4.971 | 0.00 | 0.00 | 0.900 | -0.109 | 0.004 |
| call | 10.00 | 2.95 | 6.70 | 0.00 | 5.041 | 0.00 | 0.00 | 0.850 | -0.098 | 0.005 |
| call | 12.50 | 1.85 | 4.20 | 2.61 | 3.383 | 20.00 | 0.00 | 0.764 | -0.079 | 0.007 |
| call | 15.00 | 0.00 | 1.40 | 0.40 | 1.563 | 71.00 | 0.00 | 0.522 | -0.061 | 0.009 |
| call | 17.50 | 0.00 | 0.75 | 0.00 | 1.750 | 0.00 | 0.00 | 0.324 | -0.082 | 0.008 |
| call | 20.00 | 0.00 | 1.00 | 0.05 | 2.350 | 3.00 | 0.00 | 0.268 | -0.101 | 0.008 |
| call | 22.50 | 0.00 | 1.00 | 0.00 | 2.827 | 0.00 | 0.00 | 0.238 | -0.114 | 0.007 |
| call | 25.00 | 0.00 | 1.00 | 0.00 | 3.223 | 0.00 | 0.00 | 0.218 | -0.124 | 0.007 |
| call | 30.00 | 0.00 | 1.00 | 0.00 | 3.861 | 0.00 | 0.00 | 0.195 | -0.139 | 0.006 |
| put | 2.50 | 0.00 | 0.05 | 0.00 | 5.610 | 0.00 | 0.00 | -0.008 | -0.015 | 0.001 |
| put | 5.00 | 0.00 | 0.75 | 0.00 | 7.119 | 0.00 | 0.00 | -0.062 | -0.114 | 0.003 |
| put | 7.50 | 0.00 | 1.00 | 0.00 | 4.825 | 0.00 | 0.00 | -0.099 | -0.110 | 0.004 |
| put | 10.00 | 0.00 | 1.00 | 0.00 | 3.252 | 0.00 | 0.00 | -0.149 | -0.099 | 0.005 |
| put | 12.50 | 0.00 | 1.00 | 0.03 | 1.988 | 10.00 | 0.00 | -0.235 | -0.080 | 0.007 |
| put | 15.00 | 0.00 | 0.75 | 0.77 | 0.750 | 801 | 0.00 | -0.477 | -0.062 | 0.009 |
| put | 17.50 | 1.90 | 3.50 | 0.00 | 1.923 | 0.00 | 0.00 | -0.674 | -0.082 | 0.008 |
| put | 20.00 | 3.30 | 7.00 | 0.00 | 3.703 | 0.00 | 0.00 | -0.731 | -0.101 | 0.008 |
| put | 22.50 | 6.90 | 8.30 | 0.00 | 2.764 | 0.00 | 0.00 | -0.761 | -0.113 | 0.007 |
| put | 25.00 | 9.40 | 12.10 | 0.00 | 4.790 | 0.00 | 0.00 | -0.781 | -0.123 | 0.007 |
| put | 30.00 | 14.00 | 16.30 | 0.00 | 4.492 | 0.00 | 0.00 | -0.804 | -0.136 | 0.006 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-10 | 8-K | Current report | 2026-11-10 | SEC |
| 2026-11-03 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-03 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-11-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-02 | SEC |
| 2026-11-02 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-11-02 | 8-K | Current report | 2026-11-02 | SEC |
| 2026-10-07 | EFFECT | Effectiveness filing by commission order | SEC | |
| 2026-10-07 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-10-07 | 424B3 | SEC | ||
| 2026-10-05 | S-4/A | SEC | ||
| 2026-10-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-09-24 | 8-K | Current report | 2026-09-24 | SEC |
| 2026-09-24 | S-4 | Registration statement for securities to be issued in business combination transactions | SEC | |
| 2026-09-23 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-23 | 8-K | Current report | 2026-09-22 | SEC |
| 2026-09-23 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-23 | 8-K/A | 2026-09-08 | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 425 | Filing under Securities Act Rule 425 of certain prospectuses and communications in connection with business combination transactions. | SEC | |
| 2026-09-09 | 8-K | Current report | 2026-09-08 | SEC |
| 2026-09-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-01 | SEC |
| 2026-08-13 | SCHEDULE 13G/A | SEC | ||
| 2026-08-04 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-03 | SEC |
| 2026-08-03 | 8-K | Current report | 2026-08-03 | SEC |
| 2026-07-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-06-12 | 8-K | Current report | 2026-06-12 | SEC |
| 2026-06-12 | S-3ASR | Automatic shelf registration statement of securities of well-known seasoned issuers | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 7.39K | 1 |
| 2026-10 | 0 | 0 | 7.24K | 1 |
| 2026-09 | 0 | 0 | 8.08K | 1 |
| 2026-08 | 0 | 0 | 8.35K | 1 |
| 2026-07 | 0 | 0 | 8.38K | 1 |
| 2026-06 | 0 | 0 | 8.08K | 1 |
| 2026-05 | 0 | 0 | 8.17K | 1 |
| 2026-04 | 0 | 0 | 7.43K | 1 |
| 2026-03 | 0 | 0 | 8.24K | 1 |
| 2026-02 | 0 | 0 | 8.37K | 1 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 8.50K | 1 |
| 2025-11 | 0 | 0 | 7.87K | 1 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 15.30% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.25% |
| STATE STREET CORP | 5.51% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.50% |
| ALLIANCEBERNSTEIN L.P. | 3.37% |
| PRUDENTIAL FINANCIAL INC | 3.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.88% |
| T. Rowe Price Investment Management, Inc. | 2.74% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.36% |
| MORGAN STANLEY | 2.34% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD REAL ESTATE INDEX FUND | 3.80% |
| iShares Core S&P Mid-Cap ETF | 3.41% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.18% |
| iShares Russell 2000 ETF | 2.62% |
| VANGUARD SMALL-CAP INDEX FUND | 2.30% |
| Franklin Small Cap Value Fund | 1.62% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | 1.45% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.14% |
| Fidelity Small Cap Index Fund | 1.12% |
| iShares Russell 2000 Value ETF | 0.95% |
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