UDR Inc
UDRReal Estate·REIT - Residential·USA·Large·NYSE·Nov 11 • 1:02 PM ET
Price
UDR against its 20, 50 and 200-day averages13.8% under the 52-week high of 42.00 on 7 Jul 2026. 52-week low 33.10 on 5 Oct 2026. Last 15 sessions, 9.2% high to low
Profile
UDRUDR, Inc. is a real estate investment trust, which owns, operates, acquires, renovates, develops, redevelops, disposes of, and manages multifamily apartment communities. It operates through the Same-Store Communities and Non-Mature Communities/Other segments. The Same-Store Communities segment refers to the properties that are acquired, developed, and stabilized occupancy. The Non-Mature Communities/Other segment includes recently acquired, developed and redeveloped communities, and the non-apartment components of mixed-use properties. The company was founded in 1972 and is headquartered in Highlands Ranch, CO.
| Index | S&P 500, RUI |
|---|---|
| Employees | 1420 |
| IPO | Nov 01, 1982 |
| Beta | 0.69 |
| ATR, 14d | 0.74 |
| Rel volume | 0.29 |
| Short float | 4.02% |
| Insider own | 0.67% |
| Inst own | 108.20% |
Snapshot
6 groupsValuation
| Index | S&P 500, RUI |
|---|---|
| Market Cap | 11.48B |
| Enterprise Value | 18.21B |
| Income | 692.98M |
| Sales | 1.71B |
| Book/sh | 9.60 |
| Cash/sh | 0.12 |
| Dividend Est. | 1.74 (4.80%) |
| Dividend TTM | 1.44 (3.99%) |
| Dividend Ex-Date | Nov 16, 2026 |
| Dividend Gr. 3/5Y | 4.21% 3.62% |
| Payout | 152.71% |
| Employees | 1420 |
| IPO | Nov 01, 1982 |
Ratios
| P/E | 17.13 |
|---|---|
| Forward P/E | 61.90 |
| PEG | - |
| P/S | 6.70 |
| P/B | 3.77 |
| P/C | 310.54 |
| P/FCF | 13.18 |
| EV/EBITDA | 18.41 |
| EV/Sales | 10.64 |
| Quick Ratio | 0.09 |
| Current Ratio | 0.09 |
| Debt/Eq | 1.90 |
| LT Debt/Eq | 1.44 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 2.11 |
|---|---|
| EPS next Y | 0.59 |
| EPS next Q | 0.16 |
| EPS this Y | 5.85% |
| EPS next Y | -51.08% |
| EPS next 5Y | -14.73% |
| EPS past 3/5Y | 63.92% 40.79% |
| Sales past 3/5Y | 4.11% 6.65% |
| EPS Y/Y TTM | 386.01% |
| Sales Y/Y TTM | 0.62% |
| EPS Q/Q | 460.61% |
| Sales Q/Q | -0.88% |
| Earnings | Nov 02 AMC |
| EPS/Sales Surpr. | 340.79% 0.00% |
Ownership
| Insider Own | 0.67% |
|---|---|
| Insider Trans | -4.07% |
| Inst Own | 108.20% |
| Inst Trans | -3.78% |
| ROA | 6.68% |
| ROE | 21.80% |
| ROIC | 9.15% |
| Gross Margin | 23.91% |
| Oper. Margin | 19.15% |
| Profit Margin | 40.47% |
| SMA20 | 1.60% |
| SMA50 | 3.78% |
| SMA200 | -1.51% |
| Trades | - |
Technical
| Shs Outstand | 321.27M |
|---|---|
| Shs Float | 314.76M |
| Short Float | 4.02% |
| Short Ratio | 3.14 |
| Short Interest | 12.64M |
| 52W High | 42.00 -13.76% |
| 52W Low | 33.10 9.43% |
| Volatility | 2.31% 2.01% |
| ATR (14) | 0.74 |
| RSI (14) | 56.31 |
| Beta | 0.69 |
| Rel Volume | 0.29 |
| Avg Volume | 4.03M |
| Volume | 651,342 |
Performance
| Perf Week | -2.69% |
|---|---|
| Perf Month | 6.50% |
| Perf Quarter | -4.53% |
| Perf Half Y | -3.57% |
| Perf YTD | -1.25% |
| Perf Year | 3.31% |
| Perf 3Y | 10.84% |
| Perf 5Y | -34.67% |
| Perf 10Y | 7.26% |
| Recom | 2.36 |
| Target Price | 39.67 |
| Prev Close | 36.66 |
| Price | 36.22 |
| Change % | -1.20% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 21, 2026 | Upgrade | DDeutsche Bank | Hold → Buy | ||
| Jan 20, 2026 | Upgrade | TTruist | Hold → Buy | ||
| Dec 18, 2025 | Downgrade | JJP Morgan | Neutral → Underweight | $40 | +10.4% |
| Oct 17, 2025 | Downgrade | JJP Morgan | Overweight → Neutral | $46 | +27.0% |
| Oct 01, 2025 | Initiated | CCantor Fitzgerald | Neutral | $40 | +10.4% |
| Sep 29, 2025 | Downgrade | BBNP Paribas Exane | Outperform → Neutral | ||
| Jul 07, 2025 | Upgrade | EEvercore ISI | In-line → Outperform | $46 | +27.0% |
| Mar 10, 2025 | Downgrade | TTruist | Buy → Hold | $45 → $46 | +27.0% |
| Jan 02, 2025 | Downgrade | JJefferies | Buy → Hold | $50 → $45 | +24.2% |
| Dec 17, 2024 | Initiated | BBarclays | Overweight | $50 | +38.0% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| ESS | Essex Property Trust Inc | 18.20B |
| VMRK | Vivmark Residential | 50.00B |
| CPT | Camden Property Trust | 13.30B |
| MAA | Mid-America Apartment Communities Inc | 14.01B |
| IRT | Independence Realty Trust Inc | 3.60B |
| INVH | Invitation Homes Inc | 15.39B |
| AMH | American Homes 4 Rent | 11.63B |
| NXRT | NexPoint Residential Trust Inc | 401.08M |
| CSR | Centerspace | 1.00B |
| ELS | Equity Lifestyle Properties Inc | 12.40B |
Insider trading
3 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Lacy Michael D | SVP-COO | Nov 04 '26 | Sale | 36.48 | 10,000 | 364,800 | 783 | Nov 05 06:37 PM |
| TOOMEY THOMAS W | Chairman, President and CEO | Jun 05 '26 | Sale | 39.25 | 80,000 | 3,140,008 | 810,455 | Jun 08 06:26 PM |
| Thomas W Toomey | Officer | Jun 05 '26 | Proposed Sale | 39.20 | 80,000 | 3,136,000 | Jun 05 02:03 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VNQ | Vanguard Real Estate Index Fund ETF | AUM: 38.99B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VOO | Vanguard S&P 500 ETF | AUM: 1054.75B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| RSP | Invesco S&P 500 Equal Weight ETF | AUM: 104.94B |
| IVV | iShares Core S&P 500 ETF | AUM: 871.38B |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | AUM: 22.34B |
| SPY | SPDR S&P 500 ETF Trust | AUM: 793.23B |
| XLRE | State Street Real Estate Select Sector SPDR ETF | AUM: 8.46B |
| SPYD | State Street SPDR Portfolio S&P 500 High Dividend ETF | AUM: 7.79B |
News
latest 14 of 206- UDR Edges Past Estimates And Lifts Its Outlook Again, But Flat FFO Growth And A Softer Q4 Guide Show Steady Operations Rather Than Acceleration (Earnings Whispers)
- UDR: Q3 Earnings Snapshot (Associated Press)
- UDR, Inc. Announces Third Quarter 2026 Results and Raises Full-Year 2026 Guidance Ranges (Business Wire)
- UDR, Inc. Publishes Eighth Annual Corporate Responsibility Report (Business Wire)
- UDR Signals Top Of Its Range As Coastal Leasing Strength Meets A Skeptical Market (Earnings Whispers)
- Loading…
- UDR and Apollo Form $2B Apartment Venture (CRE Daily)
- UDR, Inc. Raises Full-Year 2026 Guidance Ranges and Provides Preliminary Third Quarter 2026 Results (Business Wire)
- UDR, Inc. Announces Dates for Third Quarter 2026 Earnings Release, Webcast, and Conference Call (Business Wire)
- UDR, Inc. Announces Appointment of Scott McCallum as Executive Vice President Chief Investment Officer (Business Wire)
- UDR, Inc. Announces 220th Consecutive Common Stock Dividend (Business Wire)
- UDR Inc's Dividend Analysis (GuruFocus.com)
- UDR to Participate in Upcoming Real Estate Conferences (Business Wire)
- UDR Inc's Dividend Analysis (GuruFocus.com)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-02 | 0.670 | 0.152 | 0.670 | 424.58 | 424.58 | 9 |
| 2026Q2 | 2026-07-27 | 0.210 | 0.130 | 0.210 | 422.93 | 423.35 | 10 |
| 2026Q1 | 2026-04-29 | 0.570 | 0.119 | 0.575 | 423.32 | 427.08 | 10 |
| 2025Q4 | 2026-02-09 | 0.670 | 0.151 | 0.667 | 428.83 | 431.06 | 8 |
| 2025Q3 | 2025-10-29 | 0.120 | 0.131 | 0.118 | 429.29 | 429.86 | 9 |
| 2025Q2 | 2025-07-30 | 0.110 | 0.124 | 0.110 | 423 | 421.83 | 9 |
| 2025Q1 | 2025-04-30 | 0.230 | 0.153 | 0.228 | 419.84 | 420.11 | 9 |
| 2024Q4 | 2025-02-05 | -0.020 | 0.057 | -0.019 | 420.44 | 420.69 | 10 |
| 2024Q3 | 2024-10-30 | 0.060 | 0.102 | 0.065 | 418.09 | 417.97 | 11 |
| 2024Q2 | 2024-07-30 | 0.080 | 0.095 | 0.084 | 413.33 | 413.75 | 10 |
| 2024Q1 | 2024-04-30 | 0.130 | 0.101 | 0.127 | 411.67 | 409.98 | 11 |
| 2023Q4 | 2024-02-06 | 0.100 | 0.111 | 0.097 | 410.89 | 409.6 | 9 |
| 2023Q3 | 2023-10-26 | 0.100 | 0.114 | 0.096 | 410.13 | 410.31 | 9 |
| 2023Q2 | 2023-07-26 | 1.050 | 0.117 | 1.045 | 403.1 | 405.67 | 5 |
| 2023Q1 | 2023-04-26 | 0.090 | 0.112 | 0.090 | 398.31 | 405.75 | 7 |
| 2022Q4 | 2023-02-06 | 0.130 | 0.112 | 0.133 | 398.41 | 398.73 | 7 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2018FY | 0.740 | 0.522 | 0.739 | 1,035 | 1,034 |
| 2019FY | 0.630 | 0.353 | 0.632 | 1,152 | 1,133 |
| 2020FY | 0.200 | 0.210 | 0.204 | 1,241 | 1,240 |
| 2021FY | 0.480 | 0.184 | 0.483 | 1,285 | 1,275 |
| 2022FY | 0.260 | 0.232 | 0.256 | 1,512 | 1,512 |
| 2023FY | 1.340 | 1.320 | 1.336 | 1,621 | 1,619 |
| 2024FY | 0.260 | 0.331 | 0.257 | 1,664 | 1,665 |
| 2025FY | 1.130 | 0.581 | 1.130 | 1,701 | 1,704 |
| 2026FY | - | 1.196 | - | - | 1,699 |
| 2027FY | - | 0.585 | - | - | 1,725 |
| 2028FY | - | 0.701 | - | - | 1,792 |
| 2029FY | - | 0.860 | - | - | 1,873 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-11 | 13 | 1 | 5 | 423.6 | 401.85 | 440.2 |
| 2026Q4 | S | 2026-11-09 | 14 | 1 | 5 | 423.49 | 401.85 | 440.2 |
| 2026Q4 | S | 2026-11-08 | 13 | 0 | 5 | 422.59 | 401.85 | 440.2 |
| 2026Q4 | S | 2026-11-06 | 14 | 1 | 5 | 423.79 | 401.85 | 440.2 |
| 2026Q4 | S | 2026-11-03 | 14 | 0 | 5 | 423.62 | 401.85 | 440.2 |
| 2026Q4 | S | 2026-10-26 | 14 | 0 | 3 | 427.84 | 409.36 | 440.2 |
| 2026Q4 | S | 2026-10-25 | 14 | 0 | 4 | 427.84 | 409.36 | 440.2 |
| 2026Q4 | S | 2026-10-23 | 14 | 0 | 5 | 427.84 | 409.36 | 440.2 |
| 2026Q4 | S | 2026-10-21 | 14 | 0 | 4 | 428.95 | 422 | 440.2 |
| 2026Q4 | S | 2026-10-19 | 14 | 0 | 4 | 428.95 | 422 | 440.2 |
| 2026Q4 | S | 2026-10-16 | 14 | 0 | 4 | 429 | 422 | 440.2 |
| 2026Q4 | S | 2026-10-14 | 14 | 0 | 4 | 429.09 | 422 | 440.2 |
| 2026Q4 | S | 2026-10-12 | 14 | 1 | 4 | 429.09 | 422 | 440.2 |
| 2026Q4 | S | 2026-10-11 | 14 | 1 | 4 | 429.02 | 422 | 440.2 |
Estimate history
| EPS, annual | 0.438 | 0.739 | 0.632 | 0.204 | 0.483 | 0.256 | 1.336 | 0.257 | 1.126 | 2.1141 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.065 | -0.019 | 0.228 | 0.11 | 0.118 | 0.667 | 0.575 | 0.21 | 0.663 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 995.791 | 1046.859 | 1152.193 | 1241.165 | 1290.767 | 1517.386 | 1627.501 | 1671.842 | 1712.317 | 1712.43 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 420.16 | 422.728 | 421.948 | 425.399 | 431.864 | 433.106 | 425.849 | 425.399 | 428.081 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 267.822 | 275.546 | 294.588 | 296.612 | 318.15 | 328.993 | 329.015 | 330.859 | 328.273 | 321.267 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 329.927 | 330.859 | 331.175 | 331.292 | 330.766 | 328.273 | 325.894 | 321.266 | 321.267 | |
| 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 | 1,712.43 | 1,712.32 | 1,671.84 | 1,627.50 | 1,517.39 | 1,290.77 | 1,241.16 | 1,152.19 | 1,046.86 |
| Total Expenses | 1,384.50 | 1,389.94 | 1,388.96 | 1,340.55 | 1,282.33 | 1,155.10 | 1,109.21 | 935.94 | 826.22 |
| Operating Income | 327.94 | 322.38 | 282.88 | 286.95 | 235.05 | 135.66 | 131.96 | 216.25 | 220.64 |
| Unusual Expense | 12.40 | 11.48 | 52.68 | 3.84 | 9.83 | 3.15 | 2.13 | 0.47 | 2.12 |
| Net Income Before Taxes | 747.13 | 404.55 | 96.76 | 476.59 | 92.93 | 162.43 | 71.52 | 203.42 | 222.23 |
| Income Taxes | 1.41 | 0.83 | 0.88 | 2.11 | 0.35 | 1.44 | 2.54 | 3.84 | 0.69 |
| Consolidated Net Income | 745.72 | 403.71 | 95.88 | 474.49 | 92.58 | 160.99 | 68.97 | 199.58 | 221.54 |
| Net Income From Continuing Operations | 697.86 | 377.70 | 89.58 | 444.35 | 86.92 | 150.02 | 64.27 | 184.97 | 203.11 |
| Net Income | 692.98 | 372.87 | 84.75 | 439.50 | 82.51 | 145.79 | 60.04 | 180.86 | 199.24 |
| EPS (Recurring) | 2.17 | 1.15 | 0.37 | 1.34 | 0.28 | 0.49 | 0.21 | 0.63 | 0.74 |
| EPS (Basic, Before Extraordinaries) | 2.13 | 1.13 | 0.26 | 1.34 | 0.26 | 0.49 | 0.20 | 0.63 | 0.74 |
| EPS (Diluted) | 2.11 | 1.13 | 0.26 | 1.34 | 0.26 | 0.48 | 0.20 | 0.63 | 0.74 |
| Non-Operating Income (Expense) | 627.07 | 293.12 | 69.60 | 381.88 | 24.61 | 214.43 | 139.57 | 161.33 | 139.82 |
| 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 | 32.82 | 21.09 | 28.34 | 33.00 | 21.73 | 15.84 | 13.58 | 17.81 | 11.22 |
| Price To Earnings Ratio | 17.34 | 17.34 | 116.47 | 28.05 | 79.12 | 128.54 | 188.85 | 74.48 | 82.99 |
| Price To Sales Ratio | 6.35 | 7.09 | 8.57 | 7.74 | 8.24 | 14.02 | 9.13 | 11.59 | 10.20 |
| Gross Margin | 23.91 | 23.80 | 21.96 | 21.93 | 19.72 | 14.97 | 14.65 | 23.24 | 25.56 |
| Operating Margin | 19.15 | 18.83 | 16.92 | 17.63 | 15.49 | 10.51 | 10.63 | 18.77 | 21.08 |
| Net Margin | 40.47 | 21.78 | 5.07 | 27.00 | 5.44 | 11.29 | 4.84 | 15.70 | 19.03 |
| Shares Outstanding | 321.27 | 328.27 | 330.86 | 329.01 | 328.99 | 318.15 | 296.61 | 294.59 | 275.55 |
| Market Capitalization | 11,617.15 | 11,617.15 | 14,323.56 | 12,594.65 | 12,608.24 | 18,548.07 | 11,316.94 | 13,685.58 | 10,917.05 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 428.08 | 425.40 | 425.85 | 433.11 | 431.86 | 425.40 | 421.95 | 422.73 |
| Total Expenses | 347.43 | 342.17 | 347.73 | 347.17 | 353.75 | 344.63 | 344.39 | 350.01 |
| Operating Income | 80.65 | 83.23 | 78.12 | 85.94 | 78.11 | 80.77 | 77.55 | 72.72 |
| Unusual Expense | 0.25 | 3.17 | 5.73 | 3.25 | 1.75 | 3.18 | 3.30 | 43.73 |
| Net Income Before Taxes | 231.36 | 74.08 | 203.36 | 238.32 | 43.51 | 40.49 | 82.23 | -5.21 |
| Income Taxes | 0.49 | 0.43 | 0.46 | 0.04 | 0.38 | 0.26 | 0.16 | 0.31 |
| Consolidated Net Income | 230.87 | 73.66 | 202.90 | 238.28 | 43.13 | 40.23 | 82.07 | -5.52 |
| Net Income From Continuing Operations | 216.09 | 69.03 | 189.83 | 222.90 | 40.41 | 37.67 | 76.72 | -5.04 |
| Net Income | 214.87 | 67.81 | 188.61 | 221.69 | 39.20 | 36.46 | 75.51 | -6.24 |
| EPS (Recurring) | 0.66 | 0.22 | 0.58 | 0.67 | 0.12 | 0.12 | 0.23 | 0.07 |
| EPS (Basic, Before Extraordinaries) | 0.67 | 0.21 | 0.58 | 0.67 | 0.12 | 0.11 | 0.23 | -0.02 |
| EPS (Diluted) | 0.66 | 0.21 | 0.57 | 0.67 | 0.12 | 0.11 | 0.23 | -0.02 |
| Non-Operating Income (Expense) | 199.75 | 41.87 | 179.76 | 205.69 | 17.45 | 12.94 | 57.04 | 16.99 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 6.32 | 5.45 | 9.60 | 11.45 | 2.45 | 8.80 | 7.50 | 7.88 |
| Price To Earnings Ratio | 17.34 | 27.17 | 30.10 | 83.94 | 97.18 | 114.24 | 175.62 | 116.47 |
| Price To Sales Ratio | 6.35 | 7.52 | 6.50 | 7.13 | 7.25 | 8.01 | 8.92 | 8.56 |
| Gross Margin | 23.64 | 23.96 | 22.89 | 25.14 | 23.35 | 23.67 | 23.00 | 23.23 |
| Operating Margin | 18.84 | 19.56 | 18.34 | 19.84 | 18.09 | 18.99 | 18.38 | 17.20 |
| Net Margin | 50.19 | 15.94 | 44.29 | 51.19 | 9.08 | 8.57 | 17.90 | -1.48 |
| Shares Outstanding | 321.27 | 321.27 | 325.89 | 328.27 | 330.77 | 331.29 | 331.17 | 330.86 |
| Market Capitalization | 11,617.15 | 12,970.65 | 11,099.16 | 12,122.23 | 12,345.99 | 13,526.82 | 14,957.28 | 14,323.56 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 36.93 | 35.43 | 34.87 | 30.19 | 28.42 | 24.17 | 33.29 | 208.89 | 21.83 |
| Short Term Receivables | 149.98 | 247.85 | 228.82 | 54.71 | 26.86 | 157.99 | 153.65 | 42.26 | 19.47 |
| Investments | 9,113.61 | 9,222.21 | 9,741.04 | 9,814.54 | 9,606.99 | 8,363.23 | 8,470.75 | 6,546.76 | 6,852.78 |
| Investment in Unconsolidated Affiliates | 886.49 | 917.48 | 952.93 | 754.45 | 702.46 | 600.23 | 588.26 | 780.87 | 720.83 |
| Net Property, Plant & Equipment | 187.62 | 187.00 | 190.62 | 194.08 | 197.46 | 200.91 | 204.22 | 0.00 | 0.00 |
| Other Intangible Assets | 231.04 | 287.62 | 224.96 | 190.50 | 213.03 | 290.99 | 186.29 | 132.95 | 118.36 |
| Total Assets | 10,605.67 | 10,897.59 | 11,373.24 | 11,038.47 | 10,775.22 | 9,637.53 | 9,636.47 | 7,711.73 | 7,733.27 |
| Total Debt | 6,004.33 | 6,009.24 | 5,984.55 | 5,676.54 | 5,605.27 | 5,172.14 | 4,906.08 | 3,547.79 | 3,671.66 |
| Long Term Debt | 4,744.97 | 5,528.57 | 5,463.25 | 5,375.30 | 4,844.35 | 4,981.04 | 4,495.44 | 3,375.15 | 3,671.66 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 0.50 | 0.78 | 0.80 | 0.76 | -0.80 | - | - | - | - |
| Other Liabilities | 452.08 | 426.67 | 435.45 | 423.03 | 397.00 | 350.51 | 322.41 | 268.42 | 278.11 |
| Total Liabilities | 6,456.91 | 6,436.69 | 6,420.80 | 6,100.32 | 6,001.47 | 5,522.65 | 5,228.49 | 3,816.21 | 3,949.77 |
| Preferred Stock - Carrying Value | 43.19 | 43.19 | 44.62 | 44.62 | 44.77 | 44.77 | 46.20 | 46.20 | 46.20 |
| Common Equity | 3,245.27 | 3,400.01 | 3,946.53 | 4,053.47 | 3,398.11 | 3,189.43 | 3,312.34 | 2,859.42 | 2,779.60 |
| Total Shareholders Equity | 3,288.46 | 3,443.20 | 3,991.14 | 4,098.09 | 3,442.87 | 3,234.20 | 3,358.54 | 2,905.62 | 2,825.80 |
| Accumulated Minority Interest | 860.30 | 1,017.69 | 961.30 | 840.06 | 1,330.87 | 880.68 | 1,049.44 | 989.89 | 957.70 |
| Total Equity | 4,148.76 | 4,460.90 | 4,952.44 | 4,938.15 | 4,773.75 | 4,114.89 | 4,407.98 | 3,895.52 | 3,783.50 |
| Total Liabilities & Stockholders Equity | 10,605.67 | 10,897.59 | 11,373.24 | 11,038.47 | 10,775.22 | 9,637.53 | 9,636.47 | 7,711.73 | 7,733.27 |
| Book Value Per Share | 9.89 | 10.28 | 11.99 | 12.32 | 10.68 | 10.75 | 11.24 | 10.38 | 10.38 |
| Tangible Book Value Per Share | 9.86 | 10.27 | 11.96 | 12.31 | 10.61 | 10.74 | 11.10 | 10.38 | 10.38 |
| Full-Time Employees | 1,420 | 1,419 | 1,410 | 1,326 | 1,229 | 1,271 | 1,351 | 1,431 | 1,542 |
| Price to Book Ratio | 3.82 | 4.13 | 3.07 | 3.24 | 5.62 | 3.57 | 4.15 | 3.82 | 3.68 |
| Return on Assets | 3.51 | 0.80 | 3.97 | 0.80 | 1.47 | 0.67 | 2.13 | 2.63 | 1.48 |
| Return on Equity | 11.22 | 2.41 | 10.99 | 2.31 | 4.49 | 1.95 | 5.91 | 7.09 | 3.86 |
| Return on Invested Capital | 4.70 | 1.00 | 4.70 | 0.92 | 1.81 | 0.78 | 2.36 | 3.23 | 1.76 |
| Quick Ratio | 0.12 | 0.56 | 1.17 | 0.37 | 0.05 | 0.66 | 0.29 | 0.69 | 0.24 |
| Current Ratio | 0.12 | 0.56 | 1.17 | 0.37 | 0.05 | 0.66 | 0.29 | 0.69 | 0.24 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 1,173.07 | 1,075.45 | 953.85 | 883.47 | 904.86 | 723.33 | 700.48 | 706.25 | 592.25 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -43.90 | -22.26 | -35.90 | -36.41 | -3.35 | -22.01 | -46.83 | -3.11 | 11.11 |
| Cash from Operating Activities | 1,129.16 | 1,053.19 | 917.95 | 847.06 | 901.51 | 701.32 | 653.66 | 703.14 | 603.36 |
| Capital Expenditures | -258.01 | -288.94 | -271.69 | -312.35 | -236.01 | -166.52 | -174.11 | -184.35 | -117.21 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | 219.90 | -12.35 | -51.38 | -4.66 | -774.96 | -1,143.09 | -334.54 | -1,562.62 | -38.02 |
| Purchase of Investments | -588.97 | -385.90 | -150.03 | -330.43 | -815.77 | -1,534.86 | -612.43 | -1,600.62 | -285.05 |
| Sale Or Maturity of Investments | 808.87 | 373.55 | 98.65 | 325.77 | 40.81 | 391.77 | 277.89 | 38.00 | 247.03 |
| Other Uses | 0.00 | 0.00 | - | -1.00 | 0.00 | 0.00 | -1.53 | -12.16 | -1.00 |
| Other Sources | 0.00 | 0.00 | 5.62 | 14.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -38.11 | -301.29 | -317.45 | -303.54 | -1,010.97 | -1,309.62 | -510.18 | -1,759.13 | -156.23 |
| Cash Dividends Paid | -569.72 | -572.69 | -563.33 | -544.62 | -488.00 | -438.00 | -423.57 | -387.14 | -346.08 |
| Change in Capital Stock | -393.10 | -117.81 | 0.00 | -25.56 | 580.52 | 899.05 | 82.44 | 725.32 | 279.84 |
| Repurchase of Common Pref Stock | -393.10 | -117.81 | 0.00 | -25.56 | -49.03 | 0.00 | -19.80 | 0.00 | -19.99 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 629.55 | 899.05 | 102.23 | 725.32 | 299.82 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 629.55 | 899.05 | 102.23 | 725.32 | 299.82 |
| Issuance or Reduction of Debt, Net | -80.33 | -6.20 | 29.91 | 83.41 | 77.33 | 241.98 | 295.95 | 615.51 | -119.89 |
| Change in Long Term Debt | -440.33 | -161.30 | 148.08 | -24.67 | -2.67 | 241.98 | 295.95 | 615.51 | -119.89 |
| Issuance of Long Term Debt | 18.87 | 17.02 | 301.70 | 0.00 | 0.00 | 543.07 | 1,021.79 | 1,477.77 | 159.36 |
| Reduction of Long Term Debt | -459.21 | -178.32 | -153.62 | -24.67 | -2.67 | -301.10 | -725.84 | -862.25 | -279.24 |
| Net Financing Active Other Cash Flow | -47.18 | -53.68 | -66.51 | -52.08 | -58.61 | -90.49 | -107.42 | -73.31 | -73.94 |
| Other Financing Activities Uses | -39.46 | -39.70 | -42.80 | -35.58 | -34.26 | -33.66 | -32.04 | -31.58 | -32.46 |
| Cash from Financing Activities | -1,090.33 | -750.39 | -599.94 | -538.85 | 111.23 | 612.54 | -152.59 | 880.38 | -260.07 |
| Net Change in Cash | 0.72 | 1.50 | 0.56 | 4.67 | 1.78 | 4.25 | -9.12 | -175.60 | 187.06 |
| Free Cash Flow | 871.15 | 764.25 | 646.26 | 534.72 | 665.50 | 534.80 | 479.55 | 518.80 | 486.15 |
| Preferred Dividends (Cash Flow) | - | -4.83 | -4.85 | -4.77 | -4.38 | -4.22 | -4.22 | -4.06 | -3.84 |
| Price to Free Cash Flow | 36.06 | 63.39 | 172.81 | - | 70.41 | 186.99 | 202.47 | 101.45 | 76.22 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 36.96 | 36.13 | 34.80 | 36.93 | 36.25 | 35.11 |
| Short Term Receivables | 90.48 | 171.67 | 153.56 | 149.98 | 146.75 | 143.49 |
| Investments | 9,205.85 | 8,960.37 | 8,966.20 | 9,113.61 | 9,081.66 | 9,282.35 |
| Investment in Unconsolidated Affiliates | 659.11 | 728.84 | 757.69 | 886.49 | 911.58 | 879.78 |
| Net Property, Plant & Equipment | 184.64 | 185.65 | 186.64 | 187.62 | 184.17 | 185.12 |
| Other Intangible Assets | 124.17 | 182.70 | 234.88 | 231.04 | 241.51 | 121.23 |
| Total Assets | 10,301.22 | 10,265.35 | 10,333.77 | 10,605.67 | 10,601.91 | 10,647.08 |
| Total Debt | 5,930.43 | 5,994.85 | 5,845.31 | 6,004.33 | 6,013.66 | 6,136.45 |
| Long Term Debt | 4,500.55 | 4,700.15 | 5,140.80 | 4,744.97 | 5,201.32 | 5,515.14 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 |
| Other Liabilities | 442.52 | 430.70 | 382.19 | 452.08 | 436.32 | 227.00 |
| Total Liabilities | 6,373.45 | 6,426.05 | 6,228.01 | 6,456.91 | 6,450.48 | 6,363.95 |
| Preferred Stock - Carrying Value | 43.19 | 43.19 | 43.19 | 43.19 | 43.19 | 43.19 |
| Common Equity | 3,085.04 | 2,895.49 | 3,242.49 | 3,245.27 | 3,231.77 | 3,281.62 |
| Total Shareholders Equity | 3,128.24 | 2,938.68 | 3,285.68 | 3,288.46 | 3,274.97 | 3,324.82 |
| Accumulated Minority Interest | 799.53 | 900.62 | 820.09 | 860.30 | 876.46 | 958.32 |
| Total Equity | 3,927.76 | 3,839.30 | 4,105.77 | 4,148.76 | 4,151.43 | 4,283.13 |
| Total Liabilities & Stockholders Equity | 10,301.22 | 10,265.35 | 10,333.77 | 10,605.67 | 10,601.91 | 10,647.08 |
| Book Value Per Share | 9.60 | 9.01 | 9.95 | 9.89 | 9.77 | 9.91 |
| Tangible Book Value Per Share | 9.60 | 9.01 | 9.95 | 9.86 | 9.77 | 9.91 |
| Full-Time Employees | - | - | - | 1,420 | - | - |
| Price to Book Ratio | 3.82 | 4.01 | 3.42 | 3.75 | 3.76 | 4.11 |
| Return on Assets | 6.68 | 4.99 | 4.66 | 3.51 | 1.38 | 1.21 |
| Return on Equity | 21.80 | 16.67 | 14.84 | 11.22 | 4.41 | 3.74 |
| Return on Invested Capital | 2.83 | 0.90 | 2.25 | 2.77 | 0.48 | 0.43 |
| Quick Ratio | 0.09 | 0.16 | 0.19 | 0.12 | 0.28 | 0.20 |
| Current Ratio | 0.09 | 0.16 | 0.19 | 0.12 | 0.28 | 0.20 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 278.38 | 220.54 | 362.52 | 311.63 | 256.45 | 286.00 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -22.10 | 45.08 | -94.47 | 27.59 | 4.85 | 6.73 |
| Cash from Operating Activities | 256.27 | 265.62 | 268.04 | 339.22 | 261.30 | 292.73 |
| Capital Expenditures | -71.44 | -65.92 | -44.86 | -75.79 | -71.28 | -80.01 |
| 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 | 25.02 | 4.62 | 189.21 | 1.05 | -68.21 | -21.15 |
| Purchase of Investments | -260.50 | -130.19 | -29.35 | -168.93 | -68.21 | -21.15 |
| Sale Or Maturity of Investments | 285.52 | 134.80 | 218.56 | 169.98 | 0.00 | 0.00 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -46.42 | -61.30 | 144.35 | -74.74 | -139.49 | -101.16 |
| Cash Dividends Paid | -140.91 | -142.89 | -142.47 | -143.45 | -143.66 | -143.67 |
| Preferred Dividends (Cash Flow) | -1.21 | -1.24 | -1.20 | -1.22 | -1.20 | -1.22 |
| Change in Capital Stock | 0.00 | -200.28 | -100.00 | -92.81 | -25.00 | 0.00 |
| Repurchase of Common Pref Stock | 0.00 | -200.28 | -100.00 | -92.81 | -25.00 | 0.00 |
| 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 | -58.06 | 149.78 | -158.51 | -13.54 | 59.61 | -36.18 |
| Change in Long Term Debt | -278.06 | -160.22 | 116.49 | -118.54 | -60.39 | -6.18 |
| Issuance of Long Term Debt | 8.18 | -118.17 | 118.17 | 10.70 | -14.53 | -4.43 |
| Reduction of Long Term Debt | -286.24 | -42.05 | -1.69 | -129.24 | -45.86 | -1.75 |
| Net Financing Active Other Cash Flow | -10.04 | -9.60 | -13.55 | -13.99 | -11.63 | -9.94 |
| Other Financing Activities Uses | -9.73 | -9.87 | -9.93 | -9.93 | -9.97 | -9.98 |
| Cash from Financing Activities | -209.02 | -202.99 | -414.53 | -263.80 | -120.67 | -189.79 |
| Net Change in Cash | 0.83 | 1.33 | -2.13 | 0.69 | 1.14 | 1.79 |
| Free Cash Flow | 184.83 | 199.70 | 223.19 | 263.43 | 190.02 | 212.72 |
| Price to Free Cash Flow | 36.06 | 42.47 | 35.30 | 63.69 | 93.83 | 129.25 |
Revenue breakdown
| Real Estate Investment Trusts | 2024: 1.67B 2025: 1.71B |
|---|---|
| United States | 2024: 1.67B 2025: 1.71B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.02% | 12.6M | 314.8M | 3.86M |
| 2026-10-15 | 3.58% | 11.4M | 319.1M | 3.59M |
| 2026-09-30 | 3.35% | 10.7M | 319.1M | 3.39M |
| 2026-09-15 | 3.12% | 10.0M | 318.9M | 3.44M |
| 2026-08-31 | 2.92% | 9.3M | 318.9M | 3.58M |
| 2026-08-14 | 2.50% | 8.0M | 318.9M | 4.16M |
| 2026-07-31 | 2.56% | 8.2M | 318.9M | 4.33M |
| 2026-07-15 | 3.43% | 11.1M | 322.6M | 4.32M |
| 2026-06-30 | 3.74% | 12.1M | 322.6M | 4.44M |
| 2026-06-15 | 4.54% | 14.6M | 322.0M | 4.25M |
| 2026-05-29 | 5.64% | 18.2M | 322.5M | 4.00M |
| 2026-05-15 | 5.70% | 18.4M | 322.5M | 3.58M |
| 2026-04-30 | 4.79% | 15.5M | 323.1M | 3.79M |
| 2026-04-15 | 5.36% | 17.4M | 324.1M | 4.22M |
| 2026-03-31 | 4.54% | 14.8M | 325.7M | 4.31M |
| 2026-03-13 | 4.10% | 13.3M | 325.7M | 4.10M |
| 2026-02-27 | 3.83% | 12.5M | 325.7M | 3.96M |
| 2026-02-13 | 4.54% | 14.8M | 325.7M | 3.79M |
| 2026-01-30 | 4.60% | 15.1M | 328.9M | 3.46M |
| 2026-01-15 | 3.67% | 12.1M | 328.9M | 2.95M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 17.50 | 17.70 | 20.10 | 0.00 | 4.587 | 0.00 | 0.00 | 0.988 | -0.017 | 0.002 |
| call | 20.00 | 15.00 | 17.80 | 0.00 | 4.151 | 0.00 | 0.00 | 0.978 | -0.030 | 0.003 |
| call | 22.50 | 12.60 | 15.80 | 0.00 | 3.893 | 0.00 | 0.00 | 0.973 | -0.029 | 0.003 |
| call | 25.00 | 10.10 | 13.30 | 0.00 | 3.290 | 0.00 | 0.00 | 0.968 | -0.028 | 0.004 |
| call | 27.50 | 8.00 | 10.80 | 0.00 | 2.736 | 0.00 | 0.00 | 0.959 | -0.026 | 0.005 |
| call | 30.00 | 5.70 | 8.00 | 8.59 | 2.042 | 3.00 | 0.00 | 0.818 | -0.125 | 0.015 |
| call | 32.50 | 3.00 | 5.30 | 3.48 | 1.452 | 8.00 | 0.00 | 0.702 | -0.189 | 0.020 |
| call | 35.00 | 0.70 | 3.50 | 2.35 | 1.290 | 277 | 0.00 | 0.605 | -0.156 | 0.022 |
| call | 37.50 | 0.00 | 2.30 | 0.50 | 1.266 | 547 | 0.00 | 0.465 | -0.154 | 0.023 |
| call | 40.00 | 0.00 | 0.95 | 0.05 | 1.004 | 9.00 | 0.00 | 0.288 | -0.108 | 0.019 |
| call | 42.50 | 0.00 | 0.05 | 0.05 | 0.509 | 1.00 | 0.00 | 0.042 | -0.014 | 0.005 |
| call | 45.00 | 0.00 | 2.15 | 0.00 | 0.728 | 0.00 | 0.00 | 0.032 | -0.017 | 0.004 |
| call | 47.50 | 0.00 | 2.15 | 0.00 | 0.873 | 0.00 | 0.00 | 0.028 | -0.018 | 0.004 |
| call | 50.00 | 0.00 | 1.95 | 0.00 | 1.007 | 0.00 | 0.00 | 0.024 | -0.018 | 0.003 |
| call | 55.00 | 0.00 | 2.15 | 0.00 | 1.246 | 0.00 | 0.00 | 0.020 | -0.019 | 0.003 |
| call | 60.00 | 0.00 | 2.15 | 0.00 | 1.458 | 0.00 | 0.00 | 0.018 | -0.020 | 0.003 |
| put | 17.50 | 0.00 | 0.05 | 0.02 | 2.347 | 10.00 | 0.00 | -0.017 | -0.031 | 0.003 |
| put | 20.00 | 0.00 | 2.15 | 0.00 | 2.021 | 0.00 | 0.00 | -0.021 | -0.032 | 0.003 |
| put | 22.50 | 0.00 | 2.15 | 0.00 | 1.666 | 0.00 | 0.00 | -0.025 | -0.031 | 0.003 |
| put | 25.00 | 0.00 | 0.95 | 0.05 | 1.344 | 1.00 | 0.00 | -0.031 | -0.030 | 0.004 |
| put | 27.50 | 0.00 | 0.10 | 0.20 | 1.036 | 20.00 | 0.00 | -0.038 | -0.026 | 0.005 |
| put | 30.00 | 0.00 | 0.95 | 0.15 | 1.533 | 1.00 | 0.00 | -0.177 | -0.126 | 0.015 |
| put | 32.50 | 0.00 | 2.15 | 0.10 | 1.736 | 163 | 0.00 | -0.297 | -0.190 | 0.020 |
| put | 35.00 | 0.00 | 2.30 | 0.15 | 1.289 | 20.00 | 0.00 | -0.394 | -0.157 | 0.022 |
| put | 37.50 | 0.30 | 3.40 | 1.20 | 1.176 | 18.00 | 0.00 | -0.533 | -0.155 | 0.023 |
| put | 40.00 | 1.85 | 4.50 | 5.20 | 0.873 | 7.00 | 0.00 | -0.710 | -0.108 | 0.019 |
| put | 42.50 | 4.40 | 7.70 | 0.00 | 1.530 | 0.00 | 0.00 | -0.959 | -0.015 | 0.005 |
| put | 45.00 | 8.10 | 9.60 | 0.00 | 1.442 | 0.00 | 0.00 | -0.967 | -0.016 | 0.004 |
| put | 47.50 | 10.70 | 12.20 | 0.00 | 1.721 | 0.00 | 0.00 | -0.971 | -0.017 | 0.004 |
| put | 50.00 | 12.70 | 15.10 | 0.00 | 2.172 | 0.00 | 0.00 | -0.974 | -0.017 | 0.003 |
| put | 55.00 | 17.60 | 20.00 | 0.00 | 2.436 | 0.00 | 0.00 | -0.978 | -0.018 | 0.003 |
| put | 60.00 | 21.80 | 25.80 | 0.00 | 3.263 | 0.00 | 0.00 | -0.981 | -0.018 | 0.003 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-03 | SEC |
| 2026-11-05 | 3 | Initial statement of beneficial ownership of securities | 2026-11-03 | SEC |
| 2026-11-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-04 | SEC |
| 2026-11-03 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-02 | 8-K | Current report | 2026-11-02 | SEC |
| 2026-10-21 | 8-K | Current report | 2026-10-21 | SEC |
| 2026-09-09 | 8-K | Current report | 2026-09-09 | SEC |
| 2026-08-14 | SCHEDULE 13G/A | SEC | ||
| 2026-07-30 | SCHEDULE 13G/A | SEC | ||
| 2026-07-28 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-27 | 8-K | Current report | 2026-07-27 | SEC |
| 2026-07-24 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-23 | SEC |
| 2026-07-21 | 424B3 | SEC | ||
| 2026-07-08 | SCHEDULE 13G/A | SEC | ||
| 2026-06-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-05 | SEC |
| 2026-06-05 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-05-29 | 8-K | Current report | 2026-05-29 | SEC |
| 2026-05-27 | 8-K | Current report | 2026-05-21 | SEC |
| 2026-05-15 | SCHEDULE 13G/A | SEC | ||
| 2026-05-14 | SCHEDULE 13G | SEC | ||
| 2026-05-11 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-05-04 | 8-K | Current report | 2026-05-04 | SEC |
| 2026-04-30 | SCHEDULE 13G | SEC | ||
| 2026-04-30 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-04-29 | SCHEDULE 13G | SEC | ||
| 2026-04-29 | 8-K | Current report | 2026-04-29 | SEC |
| 2026-04-02 | ARS | Annual report to security holders. | 2025-12-31 | SEC |
| 2026-04-02 | DEFA14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | SEC | |
| 2026-04-02 | DEF 14A | Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 | 2026-05-21 | SEC |
| 2026-03-27 | SCHEDULE 13G/A | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 364.80K | 1 |
| 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 | 3.14M | 1 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 9.62% |
| NORGES BANK | 9.06% |
| Capital Research Global Investors | 7.87% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.85% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.25% |
| STATE STREET CORP | 5.97% |
| COHEN & STEERS, INC. | 4.75% |
| FMR LLC | 4.67% |
| Invesco Ltd. | 4.27% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2.84% |
Funds
| Fund | % owned |
|---|---|
| Putnam Ultra Short Duration Income Fund | 7.08% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 4.79% |
| American Mutual Fund | 4.34% |
| Victory Pioneer Multi-Asset Ultrashort Income Fund | 4.20% |
| Fidelity U.S. Bond Index Fund | 4.02% |
| VANGUARD REAL ESTATE INDEX FUND | 3.47% |
| JPMorgan Ultra-Short Income ETF | 3.46% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.17% |
| Dimensional Short-Duration Fixed Income ETF | 2.65% |
| VANGUARD 500 INDEX FUND | 2.36% |
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