OakChart

Seritage Growth Properties

SRGReal Estate·Real Estate Services·USA·Micro·NYSE·Nov 11 • 3:59 PM ET

1.53-0.05 (-3.16%)
2026-11-12 02:19 CET
Market cap
88.99 USD m
Revenue, TTM
12.65 USD m
Net income, TTM
-58.85 USD m
Free cash flow, TTM
-12.99 USD m
EPS diluted, TTM
-1.04
P/E
-
Compare

Price

SRG against its 20, 50 and 200-day averages
2050200earnings
1.502.002.503.003.501.5M2.9MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26SRGclose 1.5320-day 1.6450-day 1.75200-day 2.431.53

63.8% under the 52-week high of 4.23 on 12 Nov 2025. 52-week low 1.53 on 11 Nov 2026. Last 15 sessions, 19.0% high to low

Volume 1.21× normal · the line is the 50-bar volume average

Profile

SRG
52-week range, 0% of the way up
1.554.23

Seritage Growth Properties operates as a real estate investment trust. The firm engages in the acquisition, ownership, development, redevelopment, management, and leasing of retail properties throughout the United States. Its property portfolio includes mall, shopping centers and freestanding locations. The company was founded on June 3, 2015 and is headquartered in New York, NY.

Employees5
IPOJul 06, 2015
Beta2.27
ATR, 14d0.09
Rel volume1.21
Short float10.78%
Insider own24.38%
Inst own41.19%

Snapshot

6 groups

Valuation

Index-
Market Cap86.17M
Enterprise Value73.60M
Income-58.85M
Sales12.65M
Book/sh5.19
Cash/sh1.12
Dividend Est.-
Dividend TTM-
Dividend Ex-DateMar 28, 2019
Dividend Gr. 3/5Y- -
Payout-
Employees5
IPOJul 06, 2015

Ratios

P/E-
Forward P/E-
PEG-
P/S6.81
P/B0.29
P/C1.37
P/FCF-
EV/EBITDA-
EV/Sales5.82
Quick Ratio103.97
Current Ratio103.97
Debt/Eq0.17
LT Debt/Eq0.17
Option/ShortYes / Yes

Earnings

EPS (ttm)-1.04
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y6.44% 14.67%
Sales past 3/5Y-44.77% -31.14%
EPS Y/Y TTM33.86%
Sales Y/Y TTM-24.59%
EPS Q/Q75.26%
Sales Q/Q-62.08%
EarningsAug 14 AMC
EPS/Sales Surpr.- -

Ownership

Insider Own24.38%
Insider Trans0.00%
Inst Own41.19%
Inst Trans0.66%
ROA-11.61%
ROE-16.77%
ROIC-15.75%
Gross Margin-13.81%
Oper. Margin-175.70%
Profit Margin-465.39%
SMA20-6.88%
SMA50-12.71%
SMA200-37.00%
Trades-

Technical

Shs Outstand56.32M
Shs Float42.59M
Short Float10.78%
Short Ratio29.52
Short Interest4.59M
52W High4.23 -63.83%
52W Low1.55 -1.29%
Volatility5.74% 5.11%
ATR (14)0.09
RSI (14)36.95
Beta2.27
Rel Volume1.21
Avg Volume155.54K
Volume188,583

Performance

Perf Week-13.07%
Perf Month-2.55%
Perf Quarter-32.60%
Perf Half Y-41.15%
Perf YTD-52.92%
Perf Year-63.13%
Perf 3Y-83.02%
Perf 5Y-90.22%
Perf 10Y-96.71%
Recom1.00
Target Price6.50
Prev Close1.58
Price1.53
Change %-3.16%

Analyst ratings

latest 2 of 2
DateActionAnalystRating changeTargetImplied
Jul 12, 2023InitiatedOOdeonBuy$14+815.0%
Apr 15, 2020ResumedRRBC Capital MktsSector Perform$45 → $16+945.8%

Peers

Mkt cap
TickerCompanyMkt cap
STHOStar Holdings94.00M
GYROGyrodyne LLC8.11M
SEGSeaport Entertainment Group Inc265.09M
MAYSJ.W. Mays Inc85.73M
FRPHFRP Holdings Inc362.85M
TCITranscontinental Realty Investors Inc419.26M
HHHHoward Hughes Holdings Inc5.01B
PINEAlpine Income Property Trust Inc302.48M
CBLCBL& Associates Properties Inc1.65B
ALXAlexander's Inc1.27B

Insider trading

8 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Yakira Capital Management, Inc10% OwnerMar 31 '26Sale23.9527,150650,242257,618Apr 01 09:10 AM
Yakira Capital Management, Inc10% OwnerFeb 23 '26Sale23.957,375176,631286,993Feb 24 06:17 PM
Yakira Capital Management, Inc10% OwnerFeb 24 '26Sale24.102,22553,614284,768Feb 24 06:17 PM
Yakira Capital Management, Inc10% OwnerFeb 09 '26Sale24.105,570134,237294,368Feb 09 05:07 PM
Yakira Capital Management, Inc10% OwnerFeb 06 '26Sale24.1081019,524299,938Feb 09 05:07 PM
Yakira Capital Management, Inc10% OwnerFeb 04 '26Sale24.132,55461,616301,778Feb 05 05:58 PM
Yakira Capital Management, Inc10% OwnerFeb 05 '26Sale24.081,03024,807300,748Feb 05 05:58 PM
Yakira Capital Management, Inc10% OwnerJan 26 '26Sale24.135,072122,396304,332Jan 27 10:46 AM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
FREIFidelity Real Estate Income ETFAUM: 50.86M
VXFVanguard Extended Market Index ETFAUM: 30.47B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
BUSMEA Bridgeway Ultra-Small Company Market ETFAUM: 111.21M
AVSCAvantis U.S Small Cap Equity ETFAUM: 3.23B
PRFZInvesco RAFI US 1500 Small-Mid ETFAUM: 2.66B
GARAGuinness Atkinson Real Assets Income ETFAUM: 0.41M
AVUSAvantis U.S. Equity ETFAUM: 14.65B
HWOHotchkis & Wiley Opportunities FundAUM: 0.54M

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-05-15---0.5602.05--
2025Q32025-11-14---0.2404.79--
2025Q22025-08-14---0.5304.65--
2025Q12025-05-15---0.4204.60--
2024Q32024-11-12---0.4103.25--
2024Q22024-08-14---1.8204.22--
2024Q12024-05-10---0.3605.77--
2023Q32023-11-08---0.0405.05--
2023Q22023-08-14---1.7305.88--
2023Q12023-05-10---1.1300.68--
2022Q42023-03-14--1.62022.94--
2022Q32022-11-09---0.08023.50--
2022Q22022-08-09---2.56029.70--
2022Q12022-05-10---1.22030.91--
2021Q42022-03-15--1.64028.53--
2021Q32021-11-03---0.50029.00--

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2016FY-1.640--1.641248.67243.1
2017FY-2.190--1.330241.02241.2
2018FY-2.200--2.204214.75194.6
2019FY-1.770--1.766168.63172
2020FY-2.870--2.870116.2-

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual-1.33-2.204-1.766-2.87-0.78-1.586-2.846-2.816-1.298-1.0449
Period201720182019202020212022202320242025TTM
EPS, quarterly-1.821-0.412-0.224-0.416-0.528-0.242-0.112-0.56-0.131
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual240.817214.554168.433116.295116.483106.85520.57917.42218.00412.65
Period201720182019202020212022202320242025TTM
Sales, quarterly4.1653.24.3824.5844.6024.7344.1671.9991.745
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual32.41635.66836.89738.89643.63256.05356.19556.27456.32556.325
Period201720182019202020212022202320242025MRQ
Shares, quarterly56.26856.26856.27456.32556.32556.32556.32556.32556.325
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue12.6518.0017.4220.58106.86116.48116.30168.43214.55
Total Expenses34.8654.4763.2187.67154.27173.21202.58224.25332.69
Operating Income-22.22-36.47-45.79-67.09-47.41-56.73-86.28-55.82-118.14
Unusual Expense15.9818.8093.27107.04162.4295.8364.110.000.00
Net Income Before Taxes-53.88-68.22-151.95-154.87-119.63-38.79-152.71-90.41-114.56
Income Taxes0.070.001.580.040.470.200.250.200.32
Consolidated Net Income-53.95-68.22-152.19-153.74-120.10-38.98-152.96-90.60-114.88
Net Income From Continuing Operations-53.95-68.22-153.54-154.91-73.94-28.15-200.90-59.40-73.47
Net Income-58.85-73.11-158.44-159.81-78.84-33.05-205.80-64.30-78.38
EPS (Recurring)-0.85-1.06-1.66-1.510.700.80-1.70-1.77-2.20
EPS (Basic, Before Extraordinaries)-1.04-1.30-2.82-2.85-1.59-0.78-2.87-1.77-2.20
EPS (Diluted)-1.04-1.30-2.82-2.85-1.59-0.78-2.87-1.77-2.20
Non-Operating Income (Expense)-0.017.3212.0863.83176.93221.7489.0059.9393.60
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.000.201.502.702.211.392.925.294.45
Price To Sales Ratio11.7110.1713.3025.515.514.834.838.665.36
Gross Margin-13.81-25.09-90.52-102.540.21-12.69-49.39-9.89-38.72
Operating Margin-175.70-202.54-262.83-326.01-44.37-48.70-74.19-33.14-55.06
Net Margin-465.39-406.10-909.40-776.57-73.79-28.37-176.97-38.17-36.53
Shares Outstanding56.3256.3256.2756.1956.0543.6338.9036.9035.67
Market Capitalization88.9988.99231.83525.31662.86578.99567.301,476.091,153.13

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue1.752.004.174.734.604.584.383.20
Total Expenses6.587.4410.0510.8012.0921.5813.6216.73
Operating Income-4.83-5.44-5.88-6.07-7.49-16.99-9.23-13.53
Unusual Expense0.0015.180.000.8018.000.000.005.73
Net Income Before Taxes-6.13-30.32-5.08-12.35-28.39-22.39-11.34-21.89
Income Taxes0.000.000.000.070.12-0.190.010.09
Consolidated Net Income-6.13-30.32-5.08-12.42-28.51-20.86-10.00-20.71
Net Income From Continuing Operations-6.13-30.32-5.08-12.42-28.51-22.20-11.35-21.97
Net Income-7.35-31.54-6.31-13.65-29.73-23.43-12.58-23.20
EPS (Recurring)-0.13-0.37-0.11-0.23-0.30-0.42-0.22-0.34
EPS (Basic, Before Extraordinaries)-0.13-0.56-0.11-0.24-0.53-0.42-0.22-0.41
EPS (Diluted)-0.13-0.56-0.11-0.24-0.53-0.42-0.22-0.41
Non-Operating Income (Expense)1.56-6.805.41-0.192.24-0.133.523.43
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.000.000.000.000.000.200.550.24
Price To Sales Ratio11.7110.2110.1213.0810.3511.1313.2711.76
Gross Margin14.95-7.20-17.25-24.19-28.59-28.38-56.07-198.58
Operating Margin-277.03-271.90-141.13-128.15-162.70-370.70-210.73-422.87
Net Margin-421.30-1,577.70-151.43-288.26-646.00-511.03-286.99-724.87
Shares Outstanding56.3256.3256.3256.3256.3256.3256.2756.27
Market Capitalization86.18158.27183.06239.38173.48181.75231.83261.65

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments62.2897.71149.70144.94113.75150.25139.26532.86417.23
Short Term Receivables3.677.8912.2541.4929.1146.5754.4736.9330.79
Investments146.07358.63546.34764.421,696.111,910.871,970.631,751.091,714.66
Investment in Unconsolidated Affiliates156.24189.70196.44382.60498.56457.03445.08398.58282.99
Net Property, Plant & Equipment10.2011.500.0016.200.000.000.000.000.00
Other Intangible Assets15.3112.3469.14492.0776.6084.21141.17156.63330.15
Total Assets393.78677.77973.861,841.722,414.142,648.942,750.612,876.082,775.82
Total Debt48.96242.28360.851,030.731,463.621,623.521,609.131,610.331,360.00
Long Term Debt48.96242.28360.850.981,462.151,622.081,609.131,610.331,360.00
Provision for Risks Charges0.000.000.000.009.509.500.000.0011.32
Other Liabilities12.0229.6949.8588.3996.22133.2098.11115.2883.64
Total Liabilities60.98271.97410.701,119.121,569.341,766.221,707.241,725.621,454.96
Preferred Stock - Carrying Value0.030.030.030.030.030.030.030.030.03
Common Equity331.39404.43561.96720.44687.71649.01731.39780.74886.67
Total Shareholders Equity331.42404.46561.99720.47687.74649.04731.42780.77886.70
Accumulated Minority Interest1.381.351.172.13157.06233.69311.95369.69434.16
Total Equity332.80405.80563.16722.60844.80882.731,043.371,150.461,320.86
Total Liabilities & Stockholders Equity393.78677.77973.861,841.722,414.142,648.942,750.612,876.082,775.82
Book Value Per Share5.887.1910.0012.8515.7616.6919.8221.8927.35
Tangible Book Value Per Share5.887.179.9812.8215.4216.2117.9818.4217.79
Full-Time Employees5719324061776956
Price to Book Ratio0.300.560.941.050.840.882.021.481.68
Return on Assets-12.73-18.59-11.00-3.47-1.11-7.44-2.11-2.60-2.69
Return on Equity-18.54-31.77-24.16-10.50-4.21-29.11-7.86-8.81-8.72
Return on Invested Capital-17.93-23.74-16.79-10.25-1.31-8.85-2.54-3.07-3.28
Quick Ratio---0.6297.58137.60---
Current Ratio---0.6297.58137.60---

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations-18.51-34.83-38.5592.42-76.76-89.82-76.52-45.1860.90
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital5.527.05-7.047.07-29.24-33.5930.36-10.604.99
Cash from Operating Activities-12.99-27.78-45.6099.49-106.00-123.41-46.16-55.7865.89
Capital Expenditures0.000.000.000.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.070.040.170.130.003.960.000.000.00
Purchase or Sale of Investments155.67191.35118.92580.36574.15248.1241.72-301.37-130.46
Purchase of Investments-11.83-26.81-36.77-93.11-124.81-144.30-309.71-441.88-340.56
Sale Or Maturity of Investments167.50218.16155.69673.47698.96392.42351.43140.50210.10
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities155.74191.38119.09580.48574.15252.0841.72-301.37-130.46
Cash Dividends Paid-4.90-4.90-4.90-4.90-4.90-4.90-4.90-22.86-39.70
Change in Capital Stock-0.13-0.13-0.59-0.320.00-0.27-0.09-3.52-1.84
Repurchase of Common Pref Stock-0.13-0.13-0.59-0.320.00-0.27-0.09-3.52-1.84
Sale of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-150.00-190.00-120.00-670.00-432.07-160.0020.430.00241.97
Change in Long Term Debt-150.00-190.00-120.00-670.00-432.07-160.0020.430.00241.97
Issuance of Long Term Debt0.000.000.000.000.000.0020.430.001,597.53
Reduction of Long Term Debt-150.00-190.00-120.00-670.00-432.07-160.000.000.00-1,355.56
Net Financing Active Other Cash Flow-4.00-4.000.000.000.000.000.00-10.06-20.23
Other Financing Activities Uses-4.00-4.000.000.000.000.00--10.06-20.12
Cash from Financing Activities-159.03-199.03-125.49-675.22-436.97-165.1715.44-36.45180.20
Net Change in Cash-17.27-35.42-51.994.7631.19-36.5010.99-393.60115.62
Free Cash Flow-12.99-27.78-45.6099.49-106.00-123.41-46.16-55.7865.89
Preferred Dividends (Cash Flow)--4.90-4.90-4.90-4.90-4.90-4.90-4.90-4.02
Price to Free Cash Flow---5.55----43.90

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments62.8658.8162.2859.8780.13107.13
Short Term Receivables3.373.753.677.177.207.56
Investments129.13130.70146.07164.63291.66329.95
Investment in Unconsolidated Affiliates143.33144.10156.24164.46165.94176.10
Net Property, Plant & Equipment10.1010.2010.2010.3010.5011.00
Other Intangible Assets4.7913.6015.31152.1720.2817.95
Total Assets353.58361.17393.78558.61575.71649.70
Total Debt50.2649.9348.96198.29201.74241.06
Long Term Debt50.2649.9348.96198.29201.74241.06
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities11.109.9212.0221.2321.2326.19
Total Liabilities61.3659.8560.98219.52222.97267.25
Preferred Stock - Carrying Value0.030.030.030.030.030.03
Common Equity292.19299.85331.39337.70351.34381.07
Total Shareholders Equity292.22299.87331.42337.73351.37381.10
Accumulated Minority Interest0.001.441.381.361.361.35
Total Equity292.22301.31332.80339.09352.74382.45
Total Liabilities & Stockholders Equity353.58361.17393.78558.61575.71649.70
Book Value Per Share5.195.325.886.006.246.77
Tangible Book Value Per Share5.195.325.885.986.226.75
Full-Time Employees--5---
Price to Book Ratio0.290.480.540.680.460.45
Return on Assets-11.61-15.10-12.73-11.52-12.60-20.04
Return on Equity-16.77-22.42-18.54-19.72-21.22-33.95
Return on Invested Capital-1.79-8.67-1.34-2.32-5.15-3.57
Quick Ratio103.97-----
Current Ratio103.97-----

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Funds from Operations-5.581.82-6.98-7.77-7.55-12.53
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital2.73-0.586.90-3.53-4.057.73
Cash from Operating Activities-2.841.24-0.09-11.30-11.59-4.80
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.050.020.000.020.00
Purchase or Sale of Investments8.12-2.54153.83-3.7325.8015.45
Purchase of Investments-0.87-2.54-4.68-3.73-5.09-13.31
Sale Or Maturity of Investments8.990.00158.510.0030.8928.76
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities8.12-2.49153.85-3.7321.4319.84
Cash Dividends Paid-1.23-1.23-1.23-1.23-1.23-1.23
Preferred Dividends (Cash Flow)-1.23-1.23-1.23-1.23-1.23-1.23
Change in Capital Stock0.000.00-0.130.000.000.00
Repurchase of Common Pref Stock0.000.00-0.130.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.00-150.000.00-40.000.00
Change in Long Term Debt0.000.00-150.000.00-40.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.00-150.000.00-40.000.00
Net Financing Active Other Cash Flow0.000.000.00-4.000.000.00
Other Financing Activities Uses0.000.000.00-4.000.000.00
Cash from Financing Activities-1.23-1.23-151.35-5.22-41.23-1.23
Net Change in Cash4.05-3.472.41-20.26-27.009.42
Free Cash Flow-2.841.24-0.09-11.30-11.59-4.80

Revenue breakdown

Real Estate2024: 17.62M 2025: 18.20M
United States2024: 17.62M 2025: 18.20M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3010.78%4.6M42.6M146.96K
2026-10-1510.85%4.6M42.6M169.13K
2026-09-3010.83%4.6M42.6M170.52K
2026-09-1510.99%4.7M42.6M177.38K
2026-08-3110.88%4.6M42.6M176.01K
2026-08-1410.83%4.6M42.6M277.18K
2026-07-3110.77%4.6M42.6M292.11K
2026-07-1512.21%4.6M37.6M304.76K
2026-06-3012.15%4.6M37.6M315.94K
2026-06-1512.12%4.5M37.6M314.60K
2026-05-2913.16%4.9M37.6M317.81K
2026-05-1512.71%4.8M37.6M226.68K
2026-04-3012.83%4.8M37.6M237.29K
2026-04-1512.61%4.7M37.6M226.95K
2026-03-3112.89%4.8M37.1M203.66K
2026-03-1313.30%4.9M37.1M210.48K
2026-02-2713.13%4.9M37.1M200.22K
2026-02-1313.36%5.0M37.1M206.01K
2026-01-3012.77%4.8M37.6M179.98K
2026-01-1512.98%4.9M37.6M158.98K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call1.000.001.500.7622.5371,0190.000.834-0.0230.001
call2.000.001.300.0517.7196.000.000.903-0.0430.000
call3.000.001.300.0019.0200.000.000.897-0.0480.000
call4.000.001.300.0019.8720.000.000.894-0.0510.000
call5.000.001.300.0020.5010.000.000.892-0.0540.000
put1.000.000.250.006.4950.000.00-0.166-0.0230.001
put2.000.001.250.4310.3633720.00-0.097-0.0430.000
put3.000.852.251.2011.9910.000.00-0.103-0.0480.000
put4.001.853.402.3714.8990.000.00-0.106-0.0510.000
put5.002.804.400.0015.6160.000.00-0.108-0.0530.000

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-278-KCurrent report2026-10-27SEC
2026-10-028-KCurrent report2026-09-30SEC
2026-08-148-KCurrent report2026-08-14SEC
2026-08-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-288-KCurrent report2026-07-24SEC
2026-07-088-KCurrent report2026-07-01SEC
2026-06-118-KCurrent report2026-06-11SEC
2026-06-018-KCurrent report2026-06-01SEC
2026-05-158-KCurrent report2026-05-15SEC
2026-05-1510-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-15SCHEDULE 13G/ASEC
2026-04-27ARSAnnual report to security holders. 2025-12-31SEC
2026-04-27DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-04-27DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-06-09SEC
2026-04-208-KCurrent report2026-04-20SEC
2026-04-07SCHEDULE 13G/ASEC
2026-04-014Statement of changes in beneficial ownership of securities2026-03-31SEC
2026-03-318-KCurrent report2026-03-31SEC
2026-03-3110-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-03-27SCHEDULE 13G/ASEC
2026-02-258-KCurrent report2026-02-25SEC
2026-02-244Statement of changes in beneficial ownership of securities2026-02-23SEC
2026-02-094Statement of changes in beneficial ownership of securities2026-02-06SEC
2026-02-054Statement of changes in beneficial ownership of securities2026-02-04SEC
2026-01-274Statement of changes in beneficial ownership of securities2026-01-26SEC
2025-12-058-K/A2025-12-04SEC
2025-12-048-KCurrent report2025-12-04SEC
2025-11-288-KCurrent report2025-11-21SEC
2025-11-258-KCurrent report2025-11-25SEC
2025-11-148-KCurrent report2025-11-14SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-0300650.24K1
2026-0200470.43K6
2026-0100122.40K1
2025-120000
2025-110000

Institutional holders

Manager% owned
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC5.88%
Newtyn Management, LLC4.02%
VANGUARD CAPITAL MANAGEMENT LLC3.20%
Cygnus Capital Advisors, LLC2.24%
Yakira Capital Management, Inc.2.03%
K2 PRINCIPAL FUND, L.P.1.92%
TOWERVIEW LLC1.83%
FourWorld Capital Management LLC1.65%
GABELLI FUNDS LLC1.39%
GABELLI & Co INVESTMENT ADVISERS, INC.1.37%

Funds

Fund% owned
Income Fund of America82.53%
EUPAC Fund23.22%
International Growth and Income Fund6.53%
Federated Hermes International Strategic Value Dividend Fund5.62%
BlackRock Advantage International Fund4.25%
Avantis International Equity ETF3.15%
Franklin International Low Volatility High Dividend Index ETF3.04%
VANGUARD REAL ESTATE INDEX FUND2.42%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.23%
Xtrackers MSCI EAFE High Dividend Yield Equity ETF1.98%

OakChart. SRG. Cached 15 minutes.