UMH Properties Inc
UMHReal Estate·REIT - Residential·USA·Small·NYSE·Nov 11 • 11:59 AM ET
14.81-0.09 (-0.63%)
2026-11-11 18:00 CET
Market cap
1,277.38 USD m
Revenue, TTM
278.58 USD m
Net income, TTM
4.35 USD m
Free cash flow, TTM
83.41 USD m
EPS diluted, TTM
0.05
P/E
291.46
Price
UMH against its 20, 50 and 200-day averages2050200beatmiss
11.7% under the 52-week high of 16.77 on 25 Aug 2026. 52-week low 13.93 on 20 Mar 2026. Last 15 sessions, 9.4% high to low
Profile
UMH52-week range, 31% of the way up
13.9316.77
UMH Properties, Inc. is a real estate investment trust, which engages in the ownership and operation of manufactured home communities in seven states throughout the northeast. It also leases manufactured homes to residents. It designs accommodate detached, single-family manufactured homes which are produced off-site by manufacturers and installed on sites within the communities. The company was founded by Eugene W. Landy in 1968 and is headquartered in Freehold, NJ.
| Index | RUT |
|---|---|
| Employees | 540 |
| IPO | Feb 20, 1985 |
| Beta | 0.98 |
| ATR, 14d | 0.36 |
| Rel volume | 0.54 |
| Short float | 5.68% |
| Insider own | 11.54% |
| Inst own | 76.64% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 1.27B |
| Enterprise Value | 2.43B |
| Income | 4.35M |
| Sales | 278.58M |
| Book/sh | 6.30 |
| Cash/sh | 0.45 |
| Dividend Est. | 0.90 (6.08%) |
| Dividend TTM | 0.90 (6.08%) |
| Dividend Ex-Date | Nov 16, 2026 |
| Dividend Gr. 3/5Y | 3.62% 4.33% |
| Payout | 1264.20% |
| Employees | 540 |
| IPO | Feb 20, 1985 |
Ratios
| P/E | 291.46 |
|---|---|
| Forward P/E | 134.60 |
| PEG | 5.87 |
| P/S | 4.56 |
| P/B | 2.35 |
| P/C | 33.22 |
| P/FCF | 15.22 |
| EV/EBITDA | 15.16 |
| EV/Sales | 8.71 |
| Quick Ratio | 4.51 |
| Current Ratio | 5.89 |
| Debt/Eq | 0.97 |
| LT Debt/Eq | 0.97 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 0.05 |
|---|---|
| EPS next Y | 0.11 |
| EPS next Q | 0.02 |
| EPS this Y | 14.29% |
| EPS next Y | 37.50% |
| EPS next 5Y | 22.92% |
| EPS past 3/5Y | - - |
| Sales past 3/5Y | 10.17% 9.85% |
| EPS Y/Y TTM | -33.33% |
| Sales Y/Y TTM | 8.54% |
| EPS Q/Q | -150.91% |
| Sales Q/Q | 10.78% |
| Earnings | Nov 02 AMC |
| EPS/Sales Surpr. | -150.00% 19.12% |
Ownership
| Insider Own | 11.54% |
|---|---|
| Insider Trans | 0.04% |
| Inst Own | 76.64% |
| Inst Trans | 3.23% |
| ROA | 1.48% |
| ROE | 2.79% |
| ROIC | 1.46% |
| Gross Margin | 28.90% |
| Oper. Margin | 31.57% |
| Profit Margin | 1.56% |
| SMA20 | -2.27% |
| SMA50 | -3.65% |
| SMA200 | -3.99% |
| Trades | - |
Technical
| Shs Outstand | 85.60M |
|---|---|
| Shs Float | 75.83M |
| Short Float | 5.68% |
| Short Ratio | 6.28 |
| Short Interest | 4.31M |
| 52W High | 16.77 -11.71% |
| 52W Low | 13.93 6.29% |
| Volatility | 3.00% 2.29% |
| ATR (14) | 0.36 |
| RSI (14) | 43.30 |
| Beta | 0.98 |
| Rel Volume | 0.54 |
| Avg Volume | 686.56K |
| Volume | 152,781 |
Performance
| Perf Week | -4.23% |
|---|---|
| Perf Month | -2.59% |
| Perf Quarter | -10.75% |
| Perf Half Y | -3.42% |
| Perf YTD | -6.94% |
| Perf Year | -3.17% |
| Perf 3Y | 6.32% |
| Perf 5Y | -32.93% |
| Perf 10Y | 21.23% |
| Recom | 1.50 |
| Target Price | 18.64 |
| Prev Close | 14.90 |
| Price | 14.81 |
| Change % | -0.63% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Dec 04, 2025 | Upgrade | CColliers Securities | Neutral → Buy | $17 | +14.8% |
| Oct 01, 2025 | Initiated | CCantor Fitzgerald | Neutral | $15 | +1.3% |
| Jul 18, 2024 | Initiated | AAlliance Global Partners | Buy | $21 | +41.8% |
| Mar 25, 2024 | Resumed | WWedbush | Neutral | $17 | +14.8% |
| Mar 21, 2024 | Resumed | RB. Riley Securities | Buy | $18.50 | +24.9% |
| Jul 12, 2023 | Downgrade | WWolfe Research | Outperform → Peer Perform | ||
| Oct 13, 2022 | Initiated | WWolfe Research | Outperform | $19 | +28.3% |
| Jan 19, 2022 | Initiated | CColliers Securities | Neutral | $26 | +75.6% |
| Aug 27, 2021 | Initiated | WWedbush | Outperform | $27.50 | +85.7% |
| Mar 29, 2021 | Initiated | AAegis Capital | Buy | $25 | +68.9% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| ELS | Equity Lifestyle Properties Inc | 12.39B |
| SUI | Sun Communities Inc | 13.97B |
| AMH | American Homes 4 Rent | 11.60B |
| CSR | Centerspace | 995.03M |
| INVH | Invitation Homes Inc | 15.39B |
| IRT | Independence Realty Trust Inc | 3.58B |
| NXRT | NexPoint Residential Trust Inc | 393.77M |
| BRT | BRT Apartments Corp | 236.83M |
| CVCO | Cavco Industries Inc | 4.95B |
| SKY | Champion Homes Inc | 4.95B |
Insider trading
latest 14 of 22| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Carus Jeffrey A | Director | Nov 04 '26 | Buy | 15.22 | 500 | 7,610 | 1,000 | Nov 04 12:09 PM |
| Mitchell William Edward | Director | Nov 04 '26 | Buy | 15.06 | 1,300 | 19,578 | 38,682 | Nov 04 11:23 AM |
| Mitchell William Edward | Director | Oct 15 '26 | Buy | 14.62 | 68 | 1,000 | 37,382 | Oct 16 12:46 PM |
| Miller Kevin S. | EVP, CFO, Treasurer | Oct 15 '26 | Buy | 14.62 | 68 | 1,000 | 31,377 | Oct 16 12:43 PM |
| Mitchell William Edward | Director | Sep 25 '26 | Buy | 15.30 | 1,300 | 19,890 | 36,828 | Sep 25 04:36 PM |
| Mitchell William Edward | Director | Sep 15 '26 | Buy | 14.88 | 67 | 1,000 | 34,264 | Sep 16 02:43 PM |
| Miller Kevin S. | EVP, CFO, Treasurer | Sep 15 '26 | Buy | 14.88 | 67 | 1,000 | 24,172 | Sep 16 02:42 PM |
| Carus Jeffrey A | Director | Aug 19 '26 | Buy | 16.46 | 500 | 8,230 | 500 | Aug 20 11:12 AM |
| Mitchell William Edward | Director | Aug 17 '26 | Buy | 15.62 | 64 | 1,000 | 34,197 | Aug 19 12:33 PM |
| Miller Kevin S. | EVP, CFO, Treasurer | Aug 17 '26 | Buy | 15.62 | 64 | 1,000 | 24,105 | Aug 19 12:28 PM |
| Miller Kevin S. | EVP, CFO, Treasurer | Aug 10 '26 | Option Exercise | 14.36 | 1,000 | 14,360 | 24,041 | Aug 10 03:36 PM |
| LANDY DANIEL O. | EVP and President of OZ Fund | Aug 07 '26 | Option Exercise | 9.70 | 22,400 | 217,280 | 134,964 | Aug 10 01:50 PM |
| LANDY DANIEL O. | EVP and President of OZ Fund | Aug 06 '26 | Option Exercise | 9.70 | 11,000 | 106,700 | 112,564 | Aug 10 01:42 PM |
| Mitchell William Edward | Director | Jul 15 '26 | Buy | 14.75 | 68 | 1,000 | 34,133 | Jul 16 11:50 AM |
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 |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| FREI | Fidelity Real Estate Income ETF | AUM: 50.86M |
| FREI | Fidelity Real Estate Income ETF | AUM: 50.86M |
| 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 |
| DFAR | DFA Real Estate Securities Portfolio ETF Class Shares | - |
| KBWY | Invesco KBW Premium Yield Equity REIT ETF | AUM: 288.96M |
News
latest 14 of 206- UMH Properties Matches FFO Estimates As Operating Momentum Builds, But Guidance Stays Flat And Leverage Climbs (Earnings Whispers)
- UMH: Q3 Earnings Snapshot (Associated Press)
- UMH PROPERTIES, INC. REPORTS RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2026 (GlobeNewswire)
- UMH Needs A Strong Third Quarter To Show Its Back-Half Guidance Bet Is Real (Earnings Whispers)
- UMH PROPERTIES, INC. THIRD QUARTER 2026 OPERATIONS UPDATE (GlobeNewswire)
- Loading…
- UMH PROPERTIES, INC. DECLARES COMMON AND PREFERRED DIVIDENDS (GlobeNewswire)
- UMH PROPERTIES, INC. WILL PRESENT TO THE PHILADELPHIA SECURITIES ASSOCIATION (GlobeNewswire)
- UMH PROPERTIES, INC. WILL HOST THIRD QUARTER 2026 FINANCIAL RESULTS WEBCAST AND CONFERENCE CALL (GlobeNewswire)
- UMH PROPERTIES, INC. WILL ATTEND AND SHOWCASE TWO HOMES AT THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT'S ANNUAL INNOVATIVE HOUSING SHOWCASE (GlobeNewswire)
- UMH PROPERTIES, INC. SECURES NEW FANNIE MAE MORTGAGE (GlobeNewswire)
- UMH Properties Inc's Dividend Analysis (GuruFocus.com)
- UMH Properties and 4 More Stocks See Action From Activist Investors (Barrons.com)
- Erez Asset Urges UMH REIT To Pursue Strategic Alternatives (CRE Daily)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-02 | -0.020 | 0.040 | -0.020 | 74.14 | 62.23 | 4 |
| 2026Q2 | 2026-08-05 | 0.050 | 0.028 | 0.052 | 71.64 | 60.76 | 5 |
| 2026Q1 | 2026-04-30 | 0.030 | 0.008 | 0.030 | 65.84 | 59.35 | 5 |
| 2025Q4 | 2026-02-25 | -0.010 | 0.043 | -0.006 | 58.20 | 68.70 | 4 |
| 2025Q3 | 2025-11-03 | 0.050 | 0.054 | 0.049 | 66.92 | 68.70 | 5 |
| 2025Q2 | 2025-08-06 | 0.030 | 0.038 | 0.030 | 66.64 | 63.42 | 5 |
| 2025Q1 | 2025-05-01 | 0.000 | 0.038 | -0.003 | 61.23 | 62.00 | 5 |
| 2024Q4 | 2025-02-26 | 0.000 | 0.056 | 0.000 | 61.87 | 59.38 | 5 |
| 2024Q3 | 2024-11-06 | 0.110 | 0.024 | 0.107 | 60.67 | 58.15 | 5 |
| 2024Q2 | 2024-08-06 | -0.010 | 0.006 | 0.007 | 60.33 | 55.17 | 5 |
| 2024Q1 | 2024-05-02 | -0.090 | -0.018 | -0.091 | 57.68 | 55.89 | 4 |
| 2023Q4 | 2024-02-28 | 0.100 | -0.002 | 0.102 | 56.98 | 55.80 | 5 |
| 2023Q3 | 2023-11-08 | -0.090 | -0.003 | -0.090 | 56.04 | 52.30 | 4 |
| 2023Q2 | 2023-08-08 | -0.070 | -0.022 | -0.072 | 55.29 | 51.84 | 6 |
| 2023Q1 | 2023-05-09 | -0.090 | -0.038 | -0.090 | 52.61 | 50.93 | 5 |
| 2022Q4 | 2023-02-28 | 0.005 | -0.012 | 0.005 | 48.75 | 48.83 | 5 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | -0.240 | -0.230 | -0.128 | 112.65 | 112.54 |
| 2018FY | -1.530 | -0.700 | -1.533 | 129.59 | 129.04 |
| 2019FY | 0.060 | 0.088 | 0.064 | 146.59 | 142.07 |
| 2020FY | -0.720 | -1.193 | -0.719 | 163.61 | 164.02 |
| 2021FY | 0.450 | 0.245 | 0.448 | 186.1 | 186.88 |
| 2022FY | -0.670 | -0.694 | -0.667 | 195.78 | 187.72 |
| 2023FY | -0.150 | -0.254 | -0.138 | 220.93 | 213.98 |
| 2024FY | -0.030 | 0.084 | 0.033 | 240.55 | 231.84 |
| 2025FY | 0.070 | 0.120 | 0.070 | 226.71 | 263.48 |
| 2026FY | - | 0.080 | - | - | 246.19 |
| 2027FY | - | 0.110 | - | - | 264.6 |
| 2028FY | - | 0.130 | - | - | 284.47 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-06 | 6 | 1 | 1 | 63.29 | 62.52 | 63.58 |
| 2026Q4 | S | 2026-11-03 | 5 | 1 | 1 | 63.29 | 62.52 | 63.58 |
| 2026Q4 | S | 2026-11-02 | 5 | 0 | 0 | 63.36 | 62.72 | 63.96 |
| 2026Q4 | S | 2026-09-17 | 5 | 0 | 0 | 63.36 | 62.72 | 63.96 |
| 2026Q4 | S | 2026-08-10 | 6 | 0 | 0 | 63.25 | 62.68 | 63.96 |
| 2026Q4 | S | 2026-08-09 | 5 | 0 | 0 | 63.10 | 62.68 | 63.50 |
| 2026Q4 | S | 2026-08-07 | 6 | 0 | 0 | 63.25 | 62.68 | 63.99 |
| 2026Q4 | S | 2026-08-06 | 6 | 0 | 0 | 63.16 | 62.62 | 63.99 |
| 2026Q4 | S | 2026-07-15 | 6 | 1 | 0 | 63.16 | 62.62 | 63.99 |
| 2026Q4 | S | 2026-07-02 | 6 | 2 | 0 | 63.16 | 62.62 | 63.99 |
| 2026Q4 | S | 2026-06-09 | 6 | 1 | 1 | 63.04 | 62.62 | 63.99 |
| 2026Q4 | S | 2026-05-18 | 6 | 1 | 1 | 62.95 | 62.10 | 63.99 |
| 2026Q4 | S | 2026-05-13 | 6 | 1 | 2 | 62.95 | 62.10 | 63.99 |
| 2026Q4 | S | 2026-05-04 | 6 | 1 | 3 | 62.95 | 62.10 | 63.99 |
Estimate history
| EPS, annual | -0.128 | -1.533 | 0.064 | -0.719 | 0.448 | -0.667 | -0.138 | 0.033 | 0.07 | 0.0508 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.107 | 0 | -0.003 | 0.03 | 0.049 | -0.006 | 0.03 | 0.052 | -0.025 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 112.648 | 129.587 | 146.591 | 163.609 | 186.123 | 195.776 | 220.925 | 240.552 | 261.754 | 278.58 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 60.671 | 61.873 | 61.225 | 66.643 | 66.918 | 66.968 | 65.838 | 71.64 | 74.135 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 35.488 | 38.32 | 41.13 | 41.92 | 51.651 | 57.595 | 67.978 | 81.909 | 84.85 | 85.602 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 78.697 | 81.909 | 82.825 | 84.741 | 85.197 | 84.85 | 85.137 | 85.307 | 85.602 | |
| 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 | 278.58 | 261.75 | 240.55 | 220.93 | 195.78 | 186.12 | 163.61 | 146.59 | 129.59 |
| Total Expenses | 190.64 | 216.20 | 196.93 | 188.36 | 188.09 | 127.11 | 149.41 | 112.19 | 163.24 |
| Operating Income | 87.94 | 45.55 | 43.63 | 32.57 | 7.68 | 59.01 | 14.19 | 34.40 | -33.65 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 24.90 | 26.27 | 21.44 | 7.85 | -4.97 | 51.09 | 5.05 | 27.23 | -36.77 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 24.90 | 26.27 | 21.44 | 7.85 | -4.97 | 51.09 | 5.05 | 27.23 | -36.22 |
| Net Income From Continuing Operations | 25.18 | 26.50 | 21.64 | 8.01 | -4.85 | 51.09 | 5.05 | 27.23 | -36.22 |
| Net Income | 4.35 | 5.97 | 2.47 | -8.71 | -36.27 | 21.25 | -29.76 | 2.05 | -57.08 |
| EPS (Recurring) | -0.13 | 0.07 | 0.03 | -0.14 | -0.67 | 0.45 | -0.72 | 0.06 | -1.53 |
| EPS (Basic, Before Extraordinaries) | 0.05 | 0.07 | 0.03 | -0.14 | -0.67 | 0.46 | -0.72 | 0.06 | -1.53 |
| EPS (Diluted) | 0.05 | 0.07 | 0.03 | -0.14 | -0.67 | 0.45 | -0.72 | 0.06 | -1.53 |
| Non-Operating Income (Expense) | -26.53 | 10.40 | 5.10 | 7.76 | 13.78 | 11.23 | 9.15 | 10.63 | 12.92 |
| 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 | 6.08 | 9.18 | 7.36 | 4.90 | 4.97 | 3.45 | 1.33 | 1.94 | 1.61 |
| Price To Earnings Ratio | 293.31 | 293.31 | 150.80 | - | - | 60.59 | - | 236.54 | - |
| Price To Sales Ratio | 4.72 | 5.15 | 5.88 | 4.37 | 4.47 | 6.96 | 3.75 | 4.31 | 3.37 |
| Gross Margin | 28.90 | 29.28 | 29.54 | 28.41 | 27.47 | 28.40 | 27.08 | 23.97 | 25.64 |
| Operating Margin | 31.57 | 17.40 | 18.14 | 14.74 | 3.93 | 31.71 | 8.68 | 23.47 | -25.97 |
| Net Margin | 1.56 | 2.28 | 1.03 | -3.94 | -18.52 | 11.42 | -18.19 | 1.40 | -44.05 |
| Shares Outstanding | 85.60 | 84.85 | 81.91 | 67.98 | 57.59 | 51.65 | 41.92 | 41.13 | 38.32 |
| Market Capitalization | 1,277.38 | 1,277.38 | 1,489.63 | 1,017.22 | 897.34 | 1,339.56 | 617.72 | 642.61 | 445.97 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 74.14 | 71.64 | 65.84 | 66.97 | 66.92 | 66.64 | 61.23 | 61.87 |
| Total Expenses | 64.16 | 54.96 | 15.24 | 56.27 | 52.53 | 54.19 | 53.21 | 53.77 |
| Operating Income | 9.97 | 16.68 | 50.60 | 10.70 | 14.39 | 12.46 | 8.01 | 8.11 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 3.10 | 9.53 | 7.69 | 4.58 | 9.29 | 7.61 | 4.81 | 4.98 |
| Income Taxes | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Consolidated Net Income | 3.10 | 9.53 | 7.69 | 4.58 | 9.29 | 7.61 | 4.81 | 4.98 |
| Net Income From Continuing Operations | 3.19 | 9.60 | 7.75 | 4.64 | 9.34 | 7.66 | 4.86 | 5.02 |
| Net Income | -2.14 | 4.42 | 2.58 | -0.51 | 4.21 | 2.53 | -0.27 | 0.03 |
| EPS (Recurring) | -0.03 | 0.05 | 0.03 | -0.18 | 0.11 | 0.09 | -0.00 | 0.00 |
| EPS (Basic, Before Extraordinaries) | -0.03 | 0.05 | 0.03 | -0.01 | 0.05 | 0.03 | -0.00 | 0.00 |
| EPS (Diluted) | -0.03 | 0.05 | 0.03 | -0.01 | 0.05 | 0.03 | -0.00 | 0.00 |
| Non-Operating Income (Expense) | 2.43 | 2.52 | -33.81 | 2.33 | 2.82 | 2.52 | 2.73 | 2.79 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 1.20 | 1.30 | 1.50 | 2.08 | 0.61 | 3.40 | 3.10 | 1.75 |
| Price To Earnings Ratio | 293.31 | 146.42 | 206.44 | 208.79 | 110.99 | 150.85 | 782.43 | 150.80 |
| Price To Sales Ratio | 4.72 | 4.77 | 4.62 | 5.17 | 4.95 | 5.68 | 6.38 | 6.38 |
| Gross Margin | 28.76 | 29.74 | 28.06 | 28.98 | 28.87 | 31.11 | 28.07 | 29.88 |
| Operating Margin | 13.45 | 23.28 | 76.85 | 15.97 | 21.51 | 18.69 | 13.09 | 13.10 |
| Net Margin | -2.89 | 6.17 | 3.92 | -0.76 | 6.29 | 3.80 | -0.44 | 0.05 |
| Shares Outstanding | 85.60 | 85.31 | 85.14 | 84.85 | 85.20 | 84.74 | 82.83 | 81.91 |
| Market Capitalization | 1,277.38 | 1,289.42 | 1,226.78 | 1,356.02 | 1,261.20 | 1,411.62 | 1,542.22 | 1,489.63 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 72.10 | 99.72 | 57.32 | 29.79 | 116.17 | 15.34 | 12.90 | 7.43 | 23.24 |
| Short Term Receivables | 104.59 | 91.67 | 81.07 | 67.27 | 55.36 | 46.41 | 37.99 | 31.49 | 25.45 |
| Investments | 1,404.00 | 1,269.87 | 1,193.48 | 1,108.48 | 1,036.05 | 974.66 | 925.92 | 807.98 | 747.83 |
| Investment in Unconsolidated Affiliates | 31.13 | 28.45 | 24.85 | 18.42 | 8.94 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 2.70 | 3.00 | 3.30 | 3.60 | 0.00 | 0.00 | 3.90 | 0.00 | 0.00 |
| Other Intangible Assets | 84.52 | 71.02 | 67.55 | 117.04 | 54.30 | 53.00 | 44.73 | 33.99 | 27.36 |
| Total Assets | 1,699.04 | 1,563.73 | 1,427.58 | 1,344.60 | 1,270.82 | 1,089.41 | 1,025.45 | 880.90 | 823.88 |
| Total Debt | 763.93 | 618.02 | 693.32 | 765.28 | 499.32 | 558.49 | 461.24 | 439.08 | 389.60 |
| Long Term Debt | 709.48 | 484.70 | 677.38 | 612.13 | 499.32 | 558.49 | 385.06 | 439.08 | 382.86 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 27.91 | 29.80 | 27.47 | 28.12 | 29.36 | 29.12 | 17.87 | 17.13 | 13.07 |
| Total Liabilities | 791.84 | 647.82 | 720.78 | 793.40 | 528.68 | 587.61 | 479.11 | 456.20 | 402.67 |
| Preferred Stock - Carrying Value | 322.90 | 320.57 | 290.18 | 225.38 | 462.32 | 407.95 | 405.05 | 288.78 | 238.78 |
| Common Equity | 582.64 | 593.46 | 414.54 | 323.58 | 279.82 | 93.85 | 141.29 | 135.92 | 182.44 |
| Total Shareholders Equity | 905.54 | 914.03 | 704.72 | 548.96 | 742.14 | 501.81 | 546.34 | 424.70 | 421.22 |
| Accumulated Minority Interest | 1.66 | 1.88 | 2.07 | 2.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 907.20 | 915.91 | 706.79 | 551.20 | 742.14 | 501.81 | 546.34 | 424.70 | 421.22 |
| Total Liabilities & Stockholders Equity | 1,699.04 | 1,563.73 | 1,427.58 | 1,344.60 | 1,270.82 | 1,089.41 | 1,025.45 | 880.90 | 823.88 |
| Book Value Per Share | 6.87 | 7.25 | 6.10 | 5.62 | 5.42 | 2.24 | 3.44 | 3.55 | 5.14 |
| Tangible Book Value Per Share | 6.87 | 7.25 | 6.10 | 5.62 | 5.42 | 2.24 | 3.44 | 3.55 | 5.14 |
| Full-Time Employees | 540 | 513 | 480 | 460 | 430 | 440 | 420 | 380 | 340 |
| Price to Book Ratio | 2.36 | 2.70 | 2.56 | 3.02 | 5.04 | 6.61 | 4.58 | 3.34 | 2.89 |
| Return on Assets | 1.62 | 1.45 | 0.58 | -0.37 | 4.33 | 0.48 | 2.86 | -4.25 | 1.61 |
| Return on Equity | 2.91 | 2.67 | 1.28 | -0.75 | 8.21 | 0.96 | 5.61 | -8.56 | 3.28 |
| Return on Invested Capital | 1.64 | 1.55 | 0.58 | -0.42 | 4.12 | 0.48 | 2.92 | -4.19 | 1.51 |
| Quick Ratio | 2.15 | 1.22 | 0.00 | 0.54 | 5.84 | 2.12 | 0.52 | 2.27 | 2.46 |
| Current Ratio | 2.66 | 1.44 | 0.77 | 1.02 | 6.65 | 2.99 | 0.85 | 3.66 | 3.34 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 107.47 | 106.15 | 94.55 | 77.06 | 67.83 | 74.65 | 65.00 | 53.86 | 50.73 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -24.06 | -24.18 | -12.95 | 43.02 | -75.82 | -9.49 | 1.84 | -15.35 | -10.55 |
| Cash from Operating Activities | 83.41 | 81.97 | 81.60 | 120.08 | -7.98 | 65.16 | 66.84 | 38.52 | 40.17 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| 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 | 2.35 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -175.76 | -209.20 | -139.87 | -165.57 | -124.12 | -94.36 | -103.77 | -122.35 | -137.60 |
| Purchase of Investments | -186.87 | -218.93 | -145.18 | -172.94 | -183.36 | -114.06 | -106.43 | -125.22 | -140.63 |
| Sale Or Maturity of Investments | 11.10 | 9.73 | 5.32 | 7.37 | 59.24 | 19.69 | 2.66 | 2.87 | 3.02 |
| Other Uses | 0.00 | 0.00 | 0.00 | 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 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -175.76 | -209.20 | -139.87 | -165.57 | -121.77 | -94.36 | -103.77 | -122.35 | -137.60 |
| Cash Dividends Paid | -93.35 | -91.76 | -78.24 | -65.80 | -65.24 | -61.35 | -58.60 | -46.83 | -41.59 |
| Change in Capital Stock | 16.63 | 47.59 | 258.56 | 208.65 | -128.05 | 247.15 | 7.69 | 138.78 | 79.67 |
| Repurchase of Common Pref Stock | -4.82 | -4.82 | 0.00 | 0.00 | -247.10 | 0.00 | -96.86 | -0.24 | 0.00 |
| Sale of Common Pref Stock | 21.44 | 52.41 | 258.56 | 208.65 | 119.05 | 247.15 | 104.55 | 139.02 | 79.67 |
| Proceedsfrom Stock Options | 19.88 | 51.87 | 255.64 | 207.91 | 114.85 | 238.55 | 103.89 | 136.41 | 78.28 |
| Issuance or Reduction of Debt, Net | 174.02 | 143.51 | -77.03 | -73.79 | 238.90 | -60.16 | 97.44 | -1.90 | 44.23 |
| Change in Long Term Debt | 72.58 | 144.56 | -11.86 | -14.25 | 131.62 | -19.71 | 94.13 | 22.47 | 20.58 |
| Issuance of Long Term Debt | 98.56 | 264.97 | 0.00 | 56.06 | 155.91 | 5.90 | 101.25 | 44.10 | 27.44 |
| Reduction of Long Term Debt | -25.99 | -120.41 | -11.86 | -70.32 | -24.29 | -25.62 | -7.12 | -21.62 | -6.87 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | -0.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | - | - | -0.65 | - | - | - | - | - | - |
| Cash from Financing Activities | 97.30 | 99.34 | 102.64 | 69.06 | 45.60 | 125.63 | 46.53 | 90.05 | 82.31 |
| Net Change in Cash | 4.94 | -27.89 | 44.37 | 23.56 | -84.15 | 96.43 | 9.60 | 6.22 | -15.11 |
| Free Cash Flow | 83.41 | 81.97 | 81.60 | 120.08 | -7.98 | 65.16 | 66.84 | 38.52 | 40.17 |
| Preferred Dividends (Cash Flow) | - | -20.53 | -19.16 | -16.72 | -24.61 | -29.84 | -31.94 | -25.71 | -20.05 |
| Price to Free Cash Flow | - | - | 420.56 | 17.80 | - | 340.24 | 74.41 | - | - |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 38.21 | 28.62 | 37.41 | 72.10 | 34.06 | 79.23 |
| Short Term Receivables | 116.07 | 110.51 | 105.97 | 104.59 | 102.11 | 97.64 |
| Investments | 1,438.40 | 1,430.25 | 1,411.84 | 1,404.00 | 1,341.93 | 1,308.66 |
| Investment in Unconsolidated Affiliates | 34.17 | 31.40 | 31.28 | 31.13 | 30.29 | 29.57 |
| Net Property, Plant & Equipment | 3.70 | 2.40 | 2.60 | 2.70 | 2.80 | 2.80 |
| Other Intangible Assets | 134.63 | 109.75 | 98.52 | 84.52 | 118.34 | 106.12 |
| Total Assets | 1,765.18 | 1,712.92 | 1,687.62 | 1,699.04 | 1,629.54 | 1,624.02 |
| Total Debt | 854.06 | 791.89 | 762.47 | 763.93 | 675.34 | 661.96 |
| Long Term Debt | 850.36 | 789.49 | 759.87 | 709.48 | 672.54 | 659.16 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 30.47 | 29.15 | 29.11 | 27.91 | 27.78 | 28.30 |
| Total Liabilities | 884.53 | 821.03 | 791.58 | 791.84 | 703.12 | 690.26 |
| Preferred Stock - Carrying Value | 339.50 | 333.39 | 324.55 | 322.90 | 321.88 | 321.80 |
| Common Equity | 539.70 | 556.98 | 569.89 | 582.64 | 602.81 | 610.18 |
| Total Shareholders Equity | 879.20 | 890.36 | 894.44 | 905.54 | 924.69 | 931.98 |
| Accumulated Minority Interest | 1.44 | 1.52 | 1.59 | 1.66 | 1.72 | 1.78 |
| Total Equity | 880.64 | 891.89 | 896.03 | 907.20 | 926.41 | 933.76 |
| Total Liabilities & Stockholders Equity | 1,765.18 | 1,712.92 | 1,687.62 | 1,699.04 | 1,629.54 | 1,624.02 |
| Book Value Per Share | 6.30 | 6.53 | 6.69 | 6.87 | 7.08 | 7.20 |
| Tangible Book Value Per Share | 6.30 | 6.53 | 6.69 | 6.87 | 7.08 | 7.20 |
| Full-Time Employees | - | - | - | 540 | - | - |
| Price to Book Ratio | 2.36 | 2.26 | 2.10 | 2.25 | 2.06 | 2.35 |
| Return on Assets | 1.48 | 1.88 | 1.82 | 1.62 | 1.72 | 1.99 |
| Return on Equity | 2.79 | 3.44 | 3.25 | 2.91 | 3.02 | 3.64 |
| Return on Invested Capital | 0.18 | 0.57 | 0.47 | 0.29 | 0.58 | 0.48 |
| Quick Ratio | 4.51 | 4.41 | 4.52 | 2.15 | 4.45 | 5.69 |
| Current Ratio | 5.89 | 5.73 | 5.92 | 2.66 | 5.62 | 6.93 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 27.86 | 27.37 | 25.60 | 26.64 | 26.80 | 26.63 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -11.41 | -2.58 | -4.76 | -5.31 | -3.35 | -2.21 |
| Cash from Operating Activities | 16.45 | 24.79 | 20.84 | 21.33 | 23.45 | 24.42 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| 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 | -52.41 | -45.70 | -33.19 | -44.46 | -64.09 | -44.24 |
| Purchase of Investments | -54.40 | -47.18 | -34.17 | -51.12 | -65.09 | -45.31 |
| Sale Or Maturity of Investments | 1.98 | 1.48 | 0.98 | 6.66 | 1.00 | 1.07 |
| 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 | -52.41 | -45.70 | -33.19 | -44.46 | -64.09 | -44.24 |
| Cash Dividends Paid | -23.47 | -23.44 | -23.24 | -23.20 | -23.33 | -23.21 |
| Preferred Dividends (Cash Flow) | -5.33 | -5.18 | -5.17 | -5.15 | -5.13 | -5.13 |
| Change in Capital Stock | 7.94 | 8.49 | 2.87 | -2.67 | 6.09 | 31.82 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | -4.82 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 7.94 | 8.49 | 2.87 | 2.15 | 6.09 | 31.82 |
| Proceedsfrom Stock Options | 6.47 | 8.49 | 2.77 | 2.15 | 6.05 | 31.68 |
| Issuance or Reduction of Debt, Net | 58.05 | 30.36 | -2.21 | 87.82 | 12.50 | 52.21 |
| Change in Long Term Debt | -4.45 | -8.92 | -2.34 | 88.29 | 12.16 | 53.51 |
| Issuance of Long Term Debt | 8.05 | 0.00 | 0.00 | 90.52 | 75.14 | 99.31 |
| Reduction of Long Term Debt | -12.50 | -8.92 | -2.34 | -2.23 | -62.98 | -45.80 |
| Net Financing Active Other Cash Flow | 1.95 | -1.93 | -0.02 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | - | -1.93 | -0.02 | - | - | - |
| Cash from Financing Activities | 44.47 | 13.48 | -22.61 | 61.96 | -4.74 | 60.82 |
| Net Change in Cash | 8.50 | -7.43 | -34.95 | 38.82 | -45.38 | 41.00 |
| Free Cash Flow | 16.45 | 24.79 | 20.84 | 21.33 | 23.45 | 24.42 |
Revenue breakdown
| Real Estate Investment Trusts | 2024: 240.55M 2025: 261.75M |
|---|---|
| United States | 2024: 240.55M 2025: 261.75M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 5.68% | 4.3M | 75.8M | 652.29K |
| 2026-10-15 | 5.63% | 4.3M | 75.5M | 649.60K |
| 2026-09-30 | 5.81% | 4.4M | 75.6M | 625.69K |
| 2026-09-15 | 5.35% | 4.1M | 75.6M | 641.41K |
| 2026-08-31 | 4.86% | 3.7M | 75.7M | 638.76K |
| 2026-08-14 | 5.85% | 4.4M | 75.7M | 635.69K |
| 2026-07-31 | 4.50% | 3.6M | 80.0M | 666.85K |
| 2026-07-15 | 4.57% | 3.6M | 79.8M | 678.21K |
| 2026-06-30 | 4.71% | 3.8M | 79.8M | 723.62K |
| 2026-06-15 | 4.46% | 3.5M | 79.3M | 684.60K |
| 2026-05-29 | 4.04% | 3.2M | 79.9M | 684.39K |
| 2026-05-15 | 4.49% | 3.6M | 79.9M | 645.83K |
| 2026-04-30 | 4.28% | 3.4M | 79.9M | 554.70K |
| 2026-04-15 | 4.25% | 3.4M | 79.8M | 560.42K |
| 2026-03-31 | 4.52% | 3.6M | 79.8M | 537.52K |
| 2026-03-13 | 4.28% | 3.4M | 79.8M | 522.47K |
| 2026-02-27 | 3.91% | 3.1M | 79.8M | 536.49K |
| 2026-02-13 | 4.12% | 3.3M | 80.0M | 564.61K |
| 2026-01-30 | 4.18% | 3.3M | 80.0M | 612.05K |
| 2026-01-15 | 4.39% | 3.5M | 79.9M | 620.21K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 2.50 | 10.30 | 14.30 | 0.00 | 21.954 | 0.00 | 0.00 | 0.990 | -0.014 | 0.001 |
| call | 5.00 | 7.80 | 11.80 | 0.00 | 11.213 | 0.00 | 0.00 | 0.939 | -0.100 | 0.003 |
| call | 7.50 | 5.30 | 9.30 | 0.00 | 7.584 | 0.00 | 0.00 | 0.904 | -0.097 | 0.004 |
| call | 10.00 | 2.90 | 6.80 | 5.82 | 5.320 | 1.00 | 0.00 | 0.855 | -0.087 | 0.005 |
| call | 12.50 | 0.40 | 4.30 | 0.00 | 3.595 | 0.00 | 0.00 | 0.768 | -0.069 | 0.007 |
| call | 15.00 | 0.00 | 0.80 | 0.10 | 0.971 | 1,010 | 0.00 | 0.494 | -0.051 | 0.009 |
| call | 17.50 | 0.00 | 0.80 | 0.00 | 1.840 | 0.00 | 0.00 | 0.330 | -0.085 | 0.008 |
| call | 20.00 | 0.00 | 0.05 | 0.00 | 1.041 | 0.00 | 0.00 | 0.050 | -0.013 | 0.003 |
| call | 22.50 | 0.00 | 1.95 | 0.00 | 1.435 | 0.00 | 0.00 | 0.040 | -0.016 | 0.002 |
| call | 25.00 | 0.00 | 1.95 | 0.00 | 1.714 | 0.00 | 0.00 | 0.035 | -0.017 | 0.002 |
| call | 30.00 | 0.00 | 1.95 | 0.00 | 2.173 | 0.00 | 0.00 | 0.029 | -0.018 | 0.002 |
| put | 2.50 | 0.00 | 0.05 | 0.00 | 5.587 | 0.00 | 0.00 | -0.008 | -0.015 | 0.001 |
| put | 5.00 | 0.00 | 1.95 | 0.00 | 6.652 | 0.00 | 0.00 | -0.060 | -0.101 | 0.003 |
| put | 7.50 | 0.00 | 1.95 | 0.00 | 4.485 | 0.00 | 0.00 | -0.095 | -0.097 | 0.004 |
| put | 10.00 | 0.00 | 1.95 | 0.00 | 3.013 | 0.00 | 0.00 | -0.144 | -0.088 | 0.005 |
| put | 12.50 | 0.00 | 0.65 | 0.00 | 1.797 | 0.00 | 0.00 | -0.231 | -0.071 | 0.007 |
| put | 15.00 | 0.00 | 1.10 | 0.35 | 1.060 | 42.00 | 0.00 | -0.504 | -0.052 | 0.009 |
| put | 17.50 | 0.95 | 4.90 | 2.60 | 3.381 | 1.00 | 0.00 | -0.669 | -0.086 | 0.008 |
| put | 20.00 | 3.40 | 7.40 | 0.00 | 4.046 | 0.00 | 0.00 | -0.949 | -0.015 | 0.002 |
| put | 22.50 | 5.90 | 9.90 | 0.00 | 4.576 | 0.00 | 0.00 | -0.958 | -0.016 | 0.002 |
| put | 25.00 | 9.30 | 11.30 | 0.00 | 3.710 | 0.00 | 0.00 | -0.964 | -0.017 | 0.002 |
| put | 30.00 | 13.40 | 17.40 | 0.00 | 5.728 | 0.00 | 0.00 | -0.970 | -0.018 | 0.002 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-04 | SEC |
| 2026-11-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-04 | SEC |
| 2026-11-02 | 8-K | Current report | 2026-11-02 | SEC |
| 2026-11-02 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-30 | SCHEDULE 13G/A | SEC | ||
| 2026-10-29 | DFAN14A | Definitive additional proxy soliciting materials filed by non-management including Rule 14(a)(12) material. | SEC | |
| 2026-10-19 | DFAN14A | Definitive additional proxy soliciting materials filed by non-management including Rule 14(a)(12) material. | SEC | |
| 2026-10-16 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-15 | SEC |
| 2026-10-16 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-15 | SEC |
| 2026-10-13 | DFAN14A | Definitive additional proxy soliciting materials filed by non-management including Rule 14(a)(12) material. | SEC | |
| 2026-10-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-06 | SEC |
| 2026-10-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-06 | SEC |
| 2026-10-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-06 | SEC |
| 2026-10-08 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-06 | SEC |
| 2026-10-02 | 8-K | Current report | 2026-10-01 | SEC |
| 2026-09-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-15 | SEC |
| 2026-09-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-15 | SEC |
| 2026-09-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-15 | SEC |
| 2026-09-29 | SCHEDULE 13D/A | SEC | ||
| 2026-09-29 | DFAN14A | Definitive additional proxy soliciting materials filed by non-management including Rule 14(a)(12) material. | SEC | |
| 2026-09-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-15 | SEC |
| 2026-09-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-15 | SEC |
| 2026-09-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-15 | SEC |
| 2026-09-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-15 | SEC |
| 2026-09-25 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-25 | SEC |
| 2026-09-18 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-16 | SEC |
| 2026-09-18 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-16 | SEC |
| 2026-09-18 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-16 | SEC |
| 2026-09-18 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-16 | SEC |
| 2026-09-17 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-16 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 27.19K | 2 | 0 | 0 |
| 2026-10 | 2.00K | 2 | 0 | 0 |
| 2026-09 | 21.89K | 3 | 0 | 0 |
| 2026-08 | 10.23K | 3 | 0 | 0 |
| 2026-07 | 2.00K | 2 | 0 | 0 |
| 2026-06 | 2.99K | 2 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 7.25K | 1 | 0 | 0 |
| 2026-03 | 43.09K | 2 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 1.00K | 1 | 0 | 0 |
| 2025-11 | 29.84K | 1 | 30.00K | 1 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 9.86% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.96% |
| STATE STREET CORP | 4.32% |
| FMR LLC | 4.25% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.05% |
| Capital Research Global Investors | 3.56% |
| D.A. DAVIDSON & CO. | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.71% |
| GOLDMAN SACHS GROUP INC | 2.46% |
| PRIVATE MANAGEMENT GROUP INC | 2.38% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD REAL ESTATE INDEX FUND | 3.61% |
| SMALLCAP World Fund Inc | 3.47% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 2.86% |
| iShares Russell 2000 ETF | 2.52% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.09% |
| Fidelity Small Cap Index Fund | 1.08% |
| First Eagle Small Cap Opportunity Fund | 0.91% |
| iShares Russell 2000 Value ETF | 0.86% |
| Permanent Portfolio | 0.82% |
| Schwab U.S. REIT ETF | 0.75% |
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