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Braemar Hotels & Resorts Inc. (BHR)

USD2.05 -0.04 (-1.68%)
US NYSE Real Estate REIT - Hotel & Motel
Address 14185 Dallas Parkway 75254
Dallas, TX, US
CEO Richard J. Stockton
IPO 2013-11-06
CIK 1574085 ISIN US10482B1017

Explore sections of this company profile

Also trades on New York Stock Exchange · BHR (USD) New York Stock Exchange · BHR-PB (USD) New York Stock Exchange · BHR-PD (USD)
Description

Braemar Hotels & Resorts operates as a real estate investment trust (REIT), primarily dedicating its resources to the acquisition and development of high-end hotel and resort properties.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.05 -0.04 (-1.68%)
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Volume Profile
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Liquidity & share structure
Average Volume
528.6K
Beta
0.78
Float Shares
52.23M
Free Float %
76.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-8.57% -2.66% +3.23% -13.80% -7.58% -10.80% +20.75% -36.00% -62.02% -79.42% -87.10%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Hold
Price Targets & DCF
Current price
2.05
Low 3.50 +71.1%
Consensus 9.83 +380.7%
Median 9.00 +340.1%
High 17.00 +731.3%
DCF (Unlevered) 96.00 +4,594.1%
DCF (Levered) 19.86 +871.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 5
9.60
+369.4%
Quality scores
Altman Z-Score
0.25
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    -3.4% Q1'26: -3.2% (vs Q1'25)
  • EPS growth
    +53.3% Q1'26: +646.9% (vs Q1'25)
  • FCF margin
    Q1'26: +4.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +19.4% (vs Q1'25)
  • ROIC
    Q1'26: +9.5% (vs Q1'25)
  • Share dilution
    +1.7% Q1'26: +1.3% (vs Q1'25)
  • Debt / EBITDA
    7.11× Q1'26: 4.64× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.79) × ERP
WACC = 13% × Ke + 87% × Kd (7.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 96.05 Current price: 2.05
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
Revenue
307.31M
est: 365.60M (-15.9%)
349.55M
est: 347.48M (+0.6%)
405.86M
est: 405.37M (+0.1%)
414.06M
est: 420.83M (-1.6%)
431.40M
est: 431.15M (+0.1%)
487.61M
est: 482.93M (+1.0%)
226.97M
est: 225.34M (+0.7%)
427.54M
est: 417.16M (+2.5%)
669.59M
est: 664.01M (+0.8%)
739.34M
est: 743.76M (-0.6%)
728.40M
est: 718.20M (+1.4%)
704.02M
est: 685.70M (+2.7%)
665.62M
665.62M – 665.62M
-2.9% YoY
680.17M
680.17M – 680.17M
+2.2% YoY
EBITDA
84.11M
est: 83.35M (+0.9%)
78.83M
est: 240.59M (-67.2%)
90.56M
est: 374.36M (-75.8%)
93.25M
est: 74.79M (+24.7%)
90.54M
est: 96.74M (-6.4%)
128.23M
est: 334.45M (-61.7%)
-9.77M
est: 16.47M (-159.3%)
73.59M
est: 106.36M (-30.8%)
154.15M
est: 183.02M (-15.8%)
160.03M
est: 246.43M (-35.1%)
227.92M
est: 237.96M (-4.2%)
165.11M
est: 227.19M (-27.3%)
220.54M
220.54M – 220.54M
-2.9% YoY
225.36M
225.36M – 225.36M
+2.2% YoY
EBIT
43.67M
est: 44.85M (-2.6%)
33.40M
est: 125.62M (-73.4%)
66.78M
est: 138.57M (-51.8%)
66.74M
est: 173.58M (-61.6%)
54.67M
est: 58.22M (-6.1%)
57.47M
est: 185.48M (-69.0%)
-83.98M
est: -90.26M (+7.0%)
-686.0K
est: 1.18M (-158.3%)
75.56M
est: 94.78M (-20.3%)
66.28M
est: 168.24M (-60.6%)
128.73M
est: 162.46M (-20.8%)
72.11M
est: 155.11M (-53.5%)
150.56M
150.56M – 150.56M
-2.9% YoY
153.85M
153.85M – 153.85M
+2.2% YoY
Net Income
1.94M
est: 2.09M (-7.2%)
-6.71M
est: -59.83M (+88.8%)
19.32M
est: 112.43M (-82.8%)
23.02M
est: 222.32M (-89.6%)
1.32M
est: -6.32M (+120.9%)
371.0K
est: 41.67M (-99.1%)
-105.26M
est: -116.34M (+9.5%)
-26.66M
est: -36.11M (+26.2%)
17.76M
est: -41.91M (+142.4%)
-27.02M
est: -86.14M (+68.6%)
-1.69M
est: -48.01M (+96.5%)
-22.32M
est: -60.86M (+63.3%)
-121.72M
-121.72M – -121.72M
-100.0% YoY
— – —
+100.0% YoY
SGA
17.68M
est: 16.37M (+8.0%)
25.32M
est: 103.51M (-75.5%)
32.34M
est: 90.72M (-64.4%)
20.68M
est: 81.48M (-74.6%)
25.81M
est: 23.26M (+10.9%)
5.44M
est: 61.29M (-91.1%)
25.14M
est: 30.23M (-16.8%)
8.72M
est: 41.88M (-79.2%)
18.08M
est: 31.91M (-43.3%)
13.52M
est: 15.19M (-11.0%)
14.36M
est: 14.66M (-2.1%)
11.75M
est: 14.00M (-16.1%)
13.59M
13.59M – 13.59M
-2.9% YoY
13.89M
13.89M – 13.89M
+2.2% YoY
EPS
0.08
est: 0.22 (-62.8%)
-0.26
est: -0.03 (-688.3%)
0.57
est: 0.47 (+21.3%)
0.52
est: -0.41 (+228.2%)
0.04
est: -0.05 (+178.7%)
0.04
est: -0.88 (+104.2%)
-3.67
est: -3.05 (-20.5%)
-0.62
est: -0.74 (+16.4%)
-0.15
est: -0.10 (-45.7%)
-1.13
est: -1.27 (+11.3%)
-0.77
est: -0.71 (-8.5%)
-0.36
est: -0.90 (+60.0%)
-1.80
-1.80 – -1.80
-100.0% YoY
— – —
+100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-01 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-30 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-23 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
9.32M
OE per share TTM
0.16
Owner's Yield
5.32%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
129.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
20
Total invested
1.99M
Insider transactions (90d)
0
Beneficial owners (>5%)
28
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 11.34M 17.40% 10.20M 11.34M HC Delaware 2022-02-08
2 (1)Names of reporting persons. BlackRock, Inc. 10.71M 21.70% 9.72M 10.71M HC Delaware 2021-07-12
3 Al Shams Investments Limited 6.49M 9.08% 6.49M 6.49M CO Bermuda 2022-10-11
4 Wafic Rida Said 6.49M 9.08% 6.49M 6.49M IN Bermuda 2022-10-11
5 Gene T. Pretti 5.99M 11.00% 5.99M 5.99M IN United States 2022-01-07
6 Zazove Associates, Inc. 36-3630548 5.99M 11.00% 5.99M 5.99M HC, CO Illinois 2022-01-07
7 Zazove Associates, LLC 36-3984373 5.99M 11.00% 5.99M 5.99M IA Delaware 2022-01-07
8 DBR Hotel Owner LLC 5.59M 7.80% 5.59M OO Puerto Rico 2022-05-25
9 The Vanguard Group - 23-1945930 3.40M 5.15% 29.6K 3.35M 53.2K IA Pennsylvania 2024-02-13
10 Spartan Investment Management Limited 3.08M 9.30% 3.08M 10.00 CO Guernsey 2019-08-29
11 Anthony A. Yoseloff 2.30M 5.56% 2.30M IN Cayman Islands 2021-04-05
12 DKLDO V Trading Subsidiary LP 2.30M 5.56% 2.30M PN Cayman Islands 2021-04-05
13 Davidson Kempner Capital Management LP 2.30M 5.56% 2.30M PN Cayman Islands 2021-04-05
14 ASC Holding Company, Inc. 2.01M 5.90% CO 2020-05-27
15 Auto Services Company, Inc. 2.01M 5.90% CO 2020-05-27
16 Bradley L. Hasselwander 2.01M 5.90% IN 2020-05-27
17 AMD Capital Holdings Limited 1.87M 5.09% 1.87M 1.87M OO Switzerland 2020-11-17
18 Safingest International SA 1.64M 5.04% 1.64M 1.64M CO Panama 2019-03-19
19 Israel A. Englander 1.51M 3.10% 1.51M 1.51M IN 2021-07-06
20 Millennium Group Management LLC 1.51M 3.10% 1.51M 1.51M OO 2021-07-06
21 Millennium International Management LP 1.51M 3.10% 1.51M 1.51M PN 2021-07-06
22 Millennium Management LLC 1.51M 3.10% 1.51M 1.51M OO 2021-07-06
23 Integrated Assets II LLC 1.51M 3.10% 1.51M 1.51M OO 2021-07-06
24 Infrastructure Capital Advisors, LLC 618.7K 12.30% 618.7K 618.7K New York 2020-11-13
25 AMD Alternatives Invest Ltd. 227.2K 0.35% 227.2K 227.2K OO Switzerland 2022-01-24
26 AMD Invest S.a.r.l 227.2K 0.35% 227.2K 227.2K OO Switzerland 2022-01-24
27 Gregory Julien Dewerpe 227.2K 0.35% 227.2K 227.2K IN Switzerland 2022-01-24
28 Integrated Assets, Ltd. 1.1K 0.00% 1.1K 1.1K CO 2021-07-06

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
20
-118 vs prev Q
New positions
2
Closed positions
116
Increased
6
Reduced
9
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 8.36M +386.0K (+4.8%) 23.98M +2.2M (+10.2%) 12.25% +0.356 pp 0.00% +0.000 pp USD3.07 -6.5% 6 qtrs
2 VANGUARD GROUP INC 3.47M +11.3K (+0.3%) 9.95M +516.3K (+5.5%) 5.08% -0.075 pp 0.00% +0.000 pp USD7.49 -61.7% 31 qtrs
3 ZAZOVE ASSOCIATES LLC 2.43M +163.2K (+7.2%) 6.98M +786.1K (+12.7%) 3.57% +0.179 pp 0.60% +0.041 pp USD5.61 -48.8% 16 qtrs
4 LSV ASSET MANAGEMENT 1.72M +— (+0.0%) 4.94M +241.0K (+5.1%) 2.52% -0.045 pp 0.01% +0.000 pp USD4.85 -40.8% 31 qtrs
5 STATE STREET CORP 1.35M -23.8K (-1.7%) 3.93M +122.3K (+3.2%) 1.97% -0.071 pp 0.00% +0.000 pp USD4.96 -42.1% 20 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 1.33M -45.6K (-3.3%) 3.81M +61.5K (+1.6%) 1.95% -0.103 pp 0.00% +0.000 pp USD5.83 -50.8% 31 qtrs
7 ANSON FUNDS MANAGEMENT LP 1.22M +1.2M (+100.0%) 3.50M +3.5M (+100.0%) 1.79% +1.785 pp 0.33% +0.329 pp USD2.87 +0.0% 1 qtrs NEW
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 971.4K +148.6K (+18.1%) 2.79M +541.6K (+24.1%) 1.42% +0.196 pp 0.00% +0.000 pp USD2.83 +1.4% 5 qtrs
9 DIMENSIONAL FUND ADVISORS LP 782.4K -4.5K (-0.6%) 2.25M +97.2K (+4.5%) 1.15% -0.027 pp 0.00% +0.000 pp USD7.75 -63.0% 31 qtrs
10 RENAISSANCE TECHNOLOGIES LLC 728.9K +4.7K (+0.6%) 2.09M +114.9K (+5.8%) 1.07% -0.012 pp 0.00% +0.001 pp USD4.14 -30.7% 31 qtrs
11 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 480.0K +— (+0.0%) 1.38M +67.2K (+5.1%) 0.70% -0.013 pp 0.00% +0.000 pp USD3.00 -4.3% 5 qtrs
12 IRONWOOD INVESTMENT MANAGEMENT LLC 431.4K +— (+0.0%) 1.24M +60.4K (+5.1%) 0.63% -0.011 pp 0.52% +0.007 pp USD3.94 -27.2% 31 qtrs
13 RUSSELL INVESTMENTS GROUP, LTD. 428.8K -961.7K (-69.2%) 1.23M -2.6M (-67.6%) 0.63% -1.446 pp 0.00% -0.003 pp USD2.53 +13.4% 8 qtrs
14 NORTHERN TRUST CORP 423.2K -63.9K (-13.1%) 1.21M -115.2K (-8.7%) 0.62% -0.107 pp 0.00% +0.000 pp USD6.29 -54.4% 31 qtrs
15 PRUDENTIAL FINANCIAL INC 415.2K +113.0K (+37.4%) 1.19M +366.7K (+44.5%) 0.61% +0.158 pp 0.00% +0.001 pp USD3.48 -17.5% 17 qtrs
16 PENSERRA CAPITAL MANAGEMENT LLC 408.3K -122.5K (-23.1%) 1.17M -278.0K (-19.2%) 0.60% -0.194 pp 0.01% -0.003 pp USD2.46 +16.7% 3 qtrs
17 ORVIETO PARTNERS, L.P. 327.5K +— (+0.0%) 939.9K +45.9K (+5.1%) 0.48% -0.009 pp 0.76% +0.017 pp USD2.98 -3.7% 5 qtrs
18 MORGAN STANLEY 311.8K +69.6K (+28.7%) 895.0K +233.6K (+35.3%) 0.46% +0.096 pp 0.00% +0.000 pp USD3.05 -5.9% 31 qtrs
19 D. E. SHAW & CO., INC. 285.8K +102.4K (+55.8%) 820.3K +319.4K (+63.8%) 0.42% +0.145 pp 0.00% +0.000 pp USD2.76 +4.0% 3 qtrs
20 GOLDMAN SACHS GROUP INC 270.2K +31.2K (+13.0%) 775.5K +122.9K (+18.8%) 0.40% +0.039 pp 0.00% +0.000 pp USD2.50 +14.8% 31 qtrs
21 PFG INVESTMENTS, LLC 199.6K -35.8K (-15.2%) 572.9K -69.8K (-10.9%) 0.29% -0.059 pp 0.03% -0.006 pp USD2.68 +7.1% 10 qtrs
22 UBS GROUP AG 198.8K +164.4K (+477.4%) 570.6K +476.6K (+507.0%) 0.29% +0.240 pp 0.00% +0.000 pp USD3.40 -15.6% 31 qtrs
23 INFRASTRUCTURE CAPITAL ADVISORS, LLC 194.4K +25.0K (+14.8%) 558.0K +126.0K (+29.2%) 0.29% +0.032 pp 0.05% +0.011 pp USD2.75 +4.4% 2 qtrs
24 PENN CAPITAL MANAGEMENT COMPANY, LLC 192.1K -102.2K (-34.7%) 551.5K -252.1K (-31.4%) 0.28% -0.158 pp 0.04% -0.018 pp USD2.73 +5.1% 2 qtrs
25 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 192.0K +192.0K (+100.0%) 551.0K +551.0K (+100.0%) 0.28% +0.281 pp 0.00% +0.003 pp USD2.87 +0.0% 1 qtrs NEW
26 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 188.9K +14.3K (+8.2%) 542.0K +65.6K (+13.8%) 0.28% +0.016 pp 0.00% 0.000 pp USD2.96 -3.0% 20 qtrs
27 CASTLEKNIGHT MANAGEMENT LP 187.9K +— (+0.0%) 539.3K +26.3K (+5.1%) 0.28% -0.005 pp 0.01% +0.002 pp USD4.26 -32.6% 17 qtrs
28 SEI INVESTMENTS CO 181.4K +181.4K (+100.0%) 520.6K +520.6K (+100.0%) 0.27% +0.266 pp 0.00% +0.001 pp USD2.87 +0.0% 1 qtrs NEW
29 GAMCO INVESTORS, INC. ET AL 165.3K +— (+0.0%) 474.4K +23.1K (+5.1%) 0.24% -0.004 pp 0.00% +0.000 pp USD3.12 -8.0% 29 qtrs
30 NUVEEN, LLC 162.3K +47.2K (+41.0%) 465.8K +151.6K (+48.3%) 0.24% +0.066 pp 0.00% +0.000 pp USD2.59 +10.8% 4 qtrs
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 159.9K -12.8K (-7.4%) 458.9K -12.5K (-2.7%) 0.23% -0.023 pp 0.00% +0.000 pp USD5.27 -45.5% 19 qtrs
32 BARCLAYS PLC 157.8K +30.1K (+23.6%) 452.8K +58.4K (+14.8%) 0.23% +0.041 pp 0.00% +0.000 pp USD2.98 -3.7% 31 qtrs
33 BANK OF NEW YORK MELLON CORP 156.7K -2.4K (-1.5%) 449.8K +15.4K (+3.5%) 0.23% -0.008 pp 0.00% +0.000 pp USD5.68 -49.5% 31 qtrs
34 STATE OF NEW JERSEY COMMON PENSION FUND D 148.0K +— (+0.0%) 424.7K +20.7K (+5.1%) 0.22% -0.004 pp 0.00% +0.000 pp USD9.38 -69.4% 31 qtrs
35 JACOBS LEVY EQUITY MANAGEMENT, INC 146.5K +44.9K (+44.2%) 420.6K +143.1K (+51.6%) 0.21% +0.063 pp 0.00% +0.001 pp USD2.77 +3.6% 2 qtrs
36 RITHOLTZ WEALTH MANAGEMENT 135.8K +135.8K (+100.0%) 389.8K +389.8K (+100.0%) 0.20% +0.199 pp 0.01% +0.007 pp USD2.87 +0.0% 1 qtrs NEW
37 135.5K -10.0K (-6.9%) 388.9K -8.3K (-2.1%) 0.20% -0.019 pp 0.20% -0.029 pp USD2.74 +4.7% 5 qtrs
38 LIGHTHOUSE INVESTMENT PARTNERS, LLC 130.9K +— (+0.0%) 375.6K +18.3K (+5.1%) 0.19% -0.004 pp 0.01% +0.000 pp USD2.73 +5.1% 2 qtrs
39 WORTH VENTURE PARTNERS, LLC 121.4K +44.0K (+56.8%) 348.4K +137.1K (+64.9%) 0.18% +0.063 pp 2.52% +1.904 pp USD2.78 +3.2% 2 qtrs
40 HSBC HOLDINGS PLC 107.1K +32.8K (+44.2%) 298.3K +97.0K (+48.2%) 0.16% +0.046 pp 0.00% +0.000 pp USD2.99 -4.0% 26 qtrs
41 CANTOR FITZGERALD, L. P. 100.0K +50.0K (+100.0%) 287.0K -213.0K (-42.6%) 0.15% +0.072 pp 0.00% -0.001 pp USD2.80 +2.5% 2 qtrs
42 LANDMARK INVESTMENT PARTNERS, L.P. 100.0K +100.0K (+100.0%) 287.0K +287.0K (+100.0%) 0.15% +0.147 pp 0.13% +0.134 pp USD2.87 +0.0% 1 qtrs NEW
43 BANK OF AMERICA CORP /DE/ 92.1K +72.9K (+379.7%) 264.3K +211.9K (+404.3%) 0.14% +0.106 pp 0.00% +0.000 pp USD2.98 -3.7% 31 qtrs
44 ALLIANCEBERNSTEIN L.P. 83.6K +3.2K (+4.0%) 239.8K +20.4K (+9.3%) 0.12% +0.003 pp 0.00% +0.000 pp USD3.37 -14.8% 14 qtrs
45 ALPS ADVISORS INC 81.7K +81.7K (+100.0%) 234.5K +234.5K (+100.0%) 0.12% +0.120 pp 0.00% +0.001 pp USD2.87 +0.0% 1 qtrs NEW
46 RHUMBLINE ADVISERS 79.3K -21.5K (-21.3%) 227.5K -47.5K (-17.3%) 0.12% -0.034 pp 0.00% +0.000 pp USD3.14 -8.6% 19 qtrs
47 NOMURA ASSET MANAGEMENT CO LTD 78.1K +— (+0.0%) 224.1K +10.9K (+5.1%) 0.11% -0.002 pp 0.00% +0.000 pp USD4.05 -29.1% 18 qtrs
48 INVESCO LTD. 76.4K -10.0K (-11.6%) 219.2K -16.6K (-7.0%) 0.11% -0.017 pp 0.00% +0.000 pp USD4.20 -31.7% 31 qtrs
49 AMERIPRISE FINANCIAL INC 75.7K +41.6K (+121.9%) 217.3K +124.2K (+133.3%) 0.11% +0.060 pp 0.00% +0.000 pp USD2.81 +2.1% 2 qtrs
50 RANGELEY CAPITAL, LLC 73.9K +73.9K (+100.0%) 212.1K +212.1K (+100.0%) 0.11% +0.108 pp 0.18% +0.176 pp USD2.87 +0.0% 1 qtrs NEW
51 ASSET MANAGEMENT ONE CO., LTD. 72.5K +173.0 (+0.2%) 211.1K +13.5K (+6.8%) 0.11% -0.002 pp 0.00% +0.000 pp USD4.63 -38.0% 18 qtrs
52 SOWELL FINANCIAL SERVICES LLC 71.4K +1.2K (+1.7%) 204.9K +13.2K (+6.9%) 0.10% 0.000 pp 0.01% +0.000 pp USD2.49 +15.3% 6 qtrs
53 NOESIS CAPITAL MANGEMENT CORP 70.0K +— (+0.0%) 200.9K +9.8K (+5.1%) 0.10% -0.002 pp 0.03% -0.001 pp USD2.45 +17.1% 3 qtrs
54 ACCRETIVE WEALTH PARTNERS, LLC 63.2K +— (+0.0%) 181.5K +8.9K (+5.1%) 0.09% -0.002 pp 0.05% +0.001 pp USD2.73 +5.1% 2 qtrs
55 WELLS FARGO & COMPANY/MN 62.0K +16.6K (+36.7%) 177.9K +54.1K (+43.7%) 0.09% +0.023 pp 0.00% +0.000 pp USD3.00 -4.3% 31 qtrs
56 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 56.8K +43.0K (+310.9%) 163.1K +125.3K (+331.9%) 0.08% +0.063 pp 0.00% +0.000 pp USD2.84 +1.1% 2 qtrs
57 SUMITOMO MITSUI TRUST HOLDINGS, INC. 55.3K +— (+0.0%) 158.8K +7.7K (+5.1%) 0.08% -0.002 pp 0.00% +0.000 pp USD4.74 -39.5% 18 qtrs
58 ACADIAN ASSET MANAGEMENT LLC 55.2K -18.5K (-25.1%) 158.0K -41.0K (-20.6%) 0.08% -0.029 pp 0.00% 0.000 pp USD2.73 +5.1% 2 qtrs
59 CI PRIVATE WEALTH, LLC 51.5K +15.4K (+42.7%) 147.8K +49.2K (+50.0%) 0.08% +0.022 pp 0.00% +0.000 pp USD2.77 +3.6% 2 qtrs
60 DEUTSCHE BANK AG\ 46.3K -36.3K (-43.9%) 132.9K -92.5K (-41.0%) 0.07% -0.055 pp 0.00% +0.000 pp USD2.73 +5.1% 19 qtrs
61 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 45.6K +— (+0.0%) 130.3K +5.9K (+4.8%) 0.07% -0.001 pp 0.00% +0.000 pp USD3.90 -26.4% 18 qtrs
62 ROCKEFELLER CAPITAL MANAGEMENT L.P. 40.9K +914.0 (+2.3%) 117.4K +8.2K (+7.5%) 0.06% +0.000 pp 0.00% +0.000 pp USD2.73 +5.1% 2 qtrs
63 ALGERT GLOBAL LLC 39.5K +13.8K (+53.6%) 113.0K +43.0K (+61.4%) 0.06% +0.020 pp 0.00% +0.001 pp USD3.22 -10.9% 14 qtrs
64 CITIGROUP INC 38.6K +37.4K (+2,911.4%) 110.9K +107.4K (+3,065.4%) 0.06% +0.055 pp 0.00% +0.000 pp USD2.87 +0.0% 31 qtrs
65 PRICE T ROWE ASSOCIATES INC /MD/ 31.7K +— (+0.0%) 91.0K +4.0K (+4.6%) 0.05% -0.001 pp 0.00% +0.000 pp USD3.93 -27.0% 31 qtrs
66 MILLENNIUM MANAGEMENT LLC 30.1K -436.6K (-93.6%) 86.3K -1.2M (-93.2%) 0.04% -0.652 pp 0.00% -0.001 pp USD2.69 +6.7% 31 qtrs
67 CAMPBELL CAPITAL MANAGEMENT INC 30.0K +30.0K (+100.0%) 86.1K +86.1K (+100.0%) 0.04% +0.044 pp 0.03% +0.029 pp USD2.87 +0.0% 9 qtrs
68 LPL FINANCIAL LLC 29.0K +— (+0.0%) 83.2K +4.1K (+5.1%) 0.04% -0.001 pp 0.00% +0.000 pp USD4.79 -40.1% 17 qtrs
69 CANADA PENSION PLAN INVESTMENT BOARD 28.3K +28.3K (+100.0%) 81.2K +81.2K (+100.0%) 0.04% +0.042 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
70 STATE OF ALASKA, DEPARTMENT OF REVENUE 26.8K +26.8K (+100.0%) 76.0K +76.0K (+100.0%) 0.04% +0.039 pp 0.00% +0.001 pp USD2.87 +0.0% 17 qtrs
71 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 26.3K -1.4K (-5.0%) 75.4K -99.0 (-0.1%) 0.04% -0.003 pp 0.00% +0.000 pp USD2.56 +12.1% 7 qtrs
72 SESSA CAPITAL IM, L.P. 26.0K +— (+0.0%) 74.5K +3.6K (+5.1%) 0.04% -0.001 pp 0.00% 0.000 pp USD11.30 -74.6% 31 qtrs
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 25.6K +25.6K (+100.0%) 73.5K +73.5K (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD2.87 +0.0% 22 qtrs
74 INTECH INVESTMENT MANAGEMENT LLC 25.6K -2.8K (-9.8%) 73.4K -4.0K (-5.1%) 0.04% -0.005 pp 0.00% +0.000 pp USD2.83 +1.4% 6 qtrs
75 AQR CAPITAL MANAGEMENT LLC 25.3K +8.0K (+45.9%) 72.7K +25.3K (+53.4%) 0.04% +0.011 pp 0.00% +0.000 pp USD2.91 -1.4% 6 qtrs
76 JANE STREET GROUP, LLC 24.7K -234.8K (-90.5%) 70.9K -637.6K (-90.0%) 0.04% -0.351 pp 0.00% 0.000 pp USD2.73 +5.1% 28 qtrs
77 RESONA ASSET MANAGEMENT CO.,LTD. 24.1K +— (+0.0%) 70.1K +2.9K (+4.4%) 0.04% -0.001 pp 0.00% +0.000 pp USD2.13 +34.7% 8 qtrs
78 HB WEALTH MANAGEMENT, LLC 23.3K +13.0 (+0.1%) 66.9K +3.3K (+5.2%) 0.03% -0.001 pp 0.00% +0.000 pp USD2.49 +15.3% 4 qtrs
79 JPMORGAN CHASE & CO 22.0K -1.7K (-7.2%) 63.2K -1.6K (-2.5%) 0.03% -0.003 pp 0.00% +0.000 pp USD3.68 -22.0% 31 qtrs
80 DAIWA SECURITIES GROUP INC. 20.9K +300.0 (+1.5%) 60.0K +4.0K (+7.1%) 0.03% 0.000 pp 0.00% +0.000 pp USD4.38 -34.5% 18 qtrs
81 CITADEL ADVISORS LLC 20.9K +20.9K (+100.0%) 60.0K +60.0K (+100.0%) 0.03% +0.031 pp 0.00% +0.000 pp USD2.87 +0.0% 14 qtrs
82 RAYMOND JAMES FINANCIAL INC 20.0K -20.0K (-50.0%) 57.4K -51.8K (-47.4%) 0.03% -0.030 pp 0.00% +0.000 pp USD3.00 -4.3% 5 qtrs
83 QUINN OPPORTUNITY PARTNERS LLC 20.0K +— (+0.0%) 57.4K +2.8K (+5.1%) 0.03% -0.001 pp 0.00% -0.001 pp USD2.73 +5.1% 2 qtrs
84 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 18.4K +— (+0.0%) 52.7K +2.6K (+5.1%) 0.03% -0.001 pp 0.00% +0.000 pp USD2.91 -1.4% 5 qtrs
85 NEWEDGE ADVISORS, LLC 18.2K +18.2K (+100.0%) 52.2K +52.2K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
86 NEW YORK STATE COMMON RETIREMENT FUND 17.9K +— (+0.0%) 51.5K +2.5K (+5.1%) 0.03% -0.001 pp 0.00% +0.000 pp USD6.17 -53.5% 19 qtrs
87 MANUFACTURERS LIFE INSURANCE COMPANY, THE 17.1K -3.2K (-15.8%) 49.1K -6.4K (-11.5%) 0.03% -0.005 pp 0.00% +0.000 pp USD5.75 -50.1% 19 qtrs
88 GLOBAL RETIREMENT PARTNERS, LLC 15.0K +— (+0.0%) 43.1K +2.1K (+5.1%) 0.02% 0.000 pp 0.00% 0.000 pp USD2.73 +5.1% 2 qtrs
89 FRANKLIN RESOURCES INC 14.8K -531.0 (-3.5%) 42.4K +618.0 (+1.5%) 0.02% -0.001 pp 0.00% +0.000 pp USD2.73 +5.1% 2 qtrs
90 TWO SIGMA ADVISERS, LP 14.6K -117.0 (-0.8%) 41.9K +1.7K (+4.3%) 0.02% -0.001 pp 0.00% +0.000 pp USD6.08 -52.8% 31 qtrs
91 XTX TOPCO LTD 14.4K -2.8K (-16.2%) 41.2K -5.6K (-11.9%) 0.02% -0.005 pp 0.00% -0.001 pp USD2.73 +5.1% 2 qtrs
92 NEUBERGER BERMAN GROUP LLC 13.8K +13.8K (+100.0%) 39.5K +39.5K (+100.0%) 0.02% +0.020 pp 0.00% +0.000 pp USD2.87 +0.0% 3 qtrs
93 VERITION FUND MANAGEMENT LLC 13.5K -16.5K (-55.1%) 38.7K -43.2K (-52.8%) 0.02% -0.025 pp 0.00% 0.000 pp USD2.73 +5.1% 2 qtrs
94 MARSHALL WACE, LLP 13.2K -79.1K (-85.7%) 38.0K -214.0K (-84.9%) 0.02% -0.118 pp 0.00% 0.000 pp USD2.73 +5.1% 2 qtrs
95 BNP PARIBAS ARBITRAGE, SNC 12.7K +204.0 (+1.6%) 36.5K +2.3K (+6.8%) 0.02% +0.000 pp 0.00% +0.000 pp USD2.66 +7.9% 31 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 38 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Infrastructure Capital Small Cap Income ETF SCAP 2.63% 534.6K 2.20%
2 Hoya Capital High Dividend Yield ETF RIET 0.97% 1.04M 0.50%
3 Simplify Opportunistic Income ETF CRDT 0.25% 92.1K 0.99%
4 iShares Micro-Cap ETF IWC 0.03% 408.0K 0.60%
5 iShares Core U.S. REIT ETF USRT 0.01% 474.8K 0.08%
6 Dimensional US Real Estate ETF DFAR 0.01% 165.1K 0.19%
7 First Trust S&P REIT Index Fund FRI 0.01% 16.8K 0.51%
8 iShares Russell 2000 Value ETF IWN 0.01% 1.25M 0.24%
9 Vanguard Russell 2000 Value ETF VTWV 0.01% 104.0K 0.06%
10 Dimensional - Global Real Estate ETF DFGR 0.01% 200.6K 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.25
Bearish
Ratio by volume
0.17
Bearish
Buys
1
Sells
4
Shares acquired
123.5K
Shares disposed
741.1K
Cash buys
Cash sales
Net activity
-617,632
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-24 Stockton Richard J Director / Officer D-Return D Performance Stock Units (2023) 176,295 0.00 0 D
2026-02-24 Eubanks Deric S Officer D-Return D Performance Stock Units (2023) 88,747 0.00 0 D
2026-02-24 Bennett Monty J Director J-Other A Common Stock 123,477 0.00 123,477 I
2025-12-16 Plohg Jim A Officer Series B Preferred Stock 0 0.00 1,851 I
2025-08-27 Stockton Richard J Director / Officer P-Purchase A Series B Preferred Stock 5,748 15.60 89.7K 13,898 I
2025-08-25 Ghassemieh Babak Director Common Stock 0 0.00 200 I
2025-06-18 Carter Stefani D Director A-Award A Common Stock 3,489 0.00 62,833 D
2025-06-13 Stockton Richard J Director / Officer D-Return D LTIP Units 524,985 0.00 0 D
2025-06-13 Sirna Kellie Director A-Award A Common Stock 1,799 0.00 1,799 D
2025-06-13 Johnson Rebeca M Director D-Return D LTIP Units 14,925 0.00 14,925 D
2025-06-13 Evans Mary Candace Director A-Award A Common Stock 32,224 0.00 36,099 D
2025-06-13 Coe Justin Officer D-Return D LTIP Units 11,182 0.00 0 D
2025-06-13 Bennett Monty J Director D-Return D LTIP Units 734,979 0.00 0 I
2025-05-08 Rinaldi Matthew D Director S-Sale D Series E Preferred Stock 4,444 25.00 111.1K 0 D
2025-04-01 Sirna Kellie Director 0 0.00 0
2025-03-04 Stockton Richard J Director / Officer J-Other D Common Partnership Units 457,383 0.00 0 D
2025-02-26 Stockton Richard J Director / Officer M-Exempt D Performance LTIP Units (2022) 363,984 0.00 0 D
2025-02-26 Rose Alex Officer M-Exempt D Performance Stock Units (2022) 70,839 0.00 0 D
2025-02-26 Eubanks Deric S Officer M-Exempt D Performance LTIP Units (2022) 175,680 0.00 0 D
2025-02-26 Bennett Monty J Director M-Exempt D Performance LTIP Units (2022) 396,693 0.00 0 I
2024-12-30 Musser Rebecca Director A-Award A Common Stock 5,561 0.00 5,561 D
2024-12-23 Shah Jay H Director A-Award A LTIP Units 9,119 0.00 9,119 D
2024-11-13 Vaziri Abteen Director S-Sale D Common Stock 1,782 3.76 6.7K 10,230 D
2024-10-04 Shah Jay H Director 0 0.00 0
2024-05-15 Vaziri Abteen Director A-Award A LTIP Units 14,925 0.00 47,098
2024-05-15 Rinaldi Matthew D Director A-Award A Common Stock 14,925 0.00 106,689
2024-05-15 Johnson Rebeca M Director A-Award A Common Stock 14,925 0.00 14,925
2024-05-15 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 14,925 0.00 85,551
2024-05-15 Evans Mary Candace Director A-Award A LTIP Units 14,925 0.00 76,566
2024-05-15 Carter Stefani D Director A-Award A LTIP Units 14,925 0.00 18,414
2024-03-15 Eubanks Deric S Officer F-InKind D Common Stock 14,657 1.93 28.3K 289,999
2024-03-06 Stockton Richard J Director / Officer M-Exempt D Performance LTIP Units (2021) 349,990 0.00 0
2024-03-06 NUNNELEY MARK Officer M-Exempt D Performance Stock Units (2021) 130,662 0.00 0
2024-03-06 Eubanks Deric S Officer A-Award A Common Stock 25,941 0.00 365,515
2024-03-06 Bennett Monty J Director A-Award A Common Partnership Units 56,745 0.00 56,745
2024-01-01 Coe Justin Officer D LTIP Units 3,728 0.00 0
2023-12-31 NUNNELEY MARK Officer 0 0.00 0
2023-10-16 Vaziri Abteen Director S-Sale D Common Stock 1,321 2.81 3.7K 0
2023-09-27 Stockton Richard J Director / Officer P-Purchase A Series B Preferred Stock 720 12.00 8.6K 8,150
2023-09-25 Stockton Richard J Director / Officer P-Purchase A Series B Preferred Stock 430 12.01 5.2K 7,430
2023-08-31 Stockton Richard J Director / Officer P-Purchase A Series B Preferred Stock 4,001 13.43 53.7K 7,000
2023-08-28 Stockton Richard J Director / Officer P-Purchase A Series B Preferred Stock 1,442 13.23 19.1K 2,999
2023-08-25 Stockton Richard J Director / Officer P-Purchase A Series B Preferred Stock 577 13.09 7.6K 1,557
2023-08-22 Stockton Richard J Director / Officer P-Purchase A Series B Preferred Stock 980 12.99 12.7K 980
2023-05-10 Vaziri Abteen Director A-Award A LTIP Units 14,925 0.00 32,173
2023-05-10 Rinaldi Matthew D Director A-Award A Common Stock 14,925 0.00 91,764
2023-05-10 Johnson Rebeca M Director A-Award A LTIP Units 14,925 0.00 29,850
2023-05-10 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 14,925 0.00 70,626
2023-05-10 Evans Mary Candace Director A-Award A LTIP Units 14,925 0.00 61,641
2023-05-10 Carter Stefani D Director A-Award A Common Stock 14,925 0.00 59,344
2023-03-15 NUNNELEY MARK Officer F-InKind D Common Stock 5,303 4.34 23.0K 289,028
2023-03-15 Eubanks Deric S Officer F-InKind D Common Stock 14,691 4.34 63.8K 115,582
2023-03-13 Stockton Richard J Officer F-InKind D Common Stock 9,182 4.38 40.2K 146,715
2023-03-13 NUNNELEY MARK Officer F-InKind D Common Stock 1,623 4.38 7.1K 294,331
2023-03-13 Eubanks Deric S Officer F-InKind D Common Stock 3,254 4.38 14.3K 130,273
2023-03-13 Bennett Monty J Director F-InKind D Common Stock 9,182 4.38 40.2K 14,152
2023-03-03 Stockton Richard J Officer A-Award A Performance Stock Units (2023) 176,295 0.00 176,295
2023-03-03 Rose Alex Officer A-Award A Performance Stock Units (2023) 67,233 0.00 67,233
2023-03-03 NUNNELEY MARK Officer A-Award A Performance Stock Units (2023) 51,097 0.00 51,097
2023-03-03 Eubanks Deric S Officer A-Award A Performance Stock Units (2023) 88,747 0.00 88,747
2023-03-03 Bennett Monty J Director A-Award A Performance LTIP Units (2023) 352,590 0.00 352,590
2023-02-28 Bennett Monty J Director S-Sale D Common Stock 67,458 4.83 325.8K 0
2023-02-27 Bennett Monty J Director S-Sale D Common Stock 21,082 4.87 102.7K 98,695
2023-02-24 Bennett Monty J Director J-Other D LTIP Units 95,430 0.00 0
2022-11-17 Evans Mary Candace Director P-Purchase A Common Stock 645 3.64 2.3K 3,875
2022-11-03 Vaziri Abteen Director P-Purchase A Common Stock 10,000 3.88 38.8K 13,333
2022-07-15 Welter Jeremy Officer F-InKind D Common Stock 457 5.22 2.4K 452,249 D
2022-05-17 Bennett Monty J Director P-Purchase A Series E Redeemable Preferred Stock 44,444 22.50 1,000.0K 44,444
2022-05-11 Vaziri Abteen Director A-Award A LTIP Units 14,925 0.00 32,173
2022-05-11 Rinaldi Matthew D Director A-Award A Common Stock 14,925 0.00 76,839
2022-05-11 Johnson Rebeca M Director A-Award A LTIP Units 14,925 0.00 14,925
2022-05-11 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 14,925 0.00 55,701
2022-05-11 Evans Mary Candace Director A-Award A LTIP Units 14,925 0.00 46,716
2022-05-11 Carter Stefani D Director A-Award A Common Stock 14,925 0.00 44,419
2022-03-30 NUNNELEY MARK Officer P-Purchase A Series E Redeemable Preferred Stock 9,000 22.50 202.5K 18,000
2022-03-15 Welter Jeremy Officer F-InKind D Common Stock 12,309 5.76 70.9K 303,711
2022-03-15 Rose Alex Officer A-Award A Performance Stock Units (2022) 40,712 0.00 40,712
2022-03-15 NUNNELEY MARK Officer A-Award A Performance LTIP Units (2022) 117,248 0.00 117,248
2022-03-15 Eubanks Deric S Officer F-InKind D Common Stock 9,089 5.76 52.4K 141,278
2022-03-11 Stockton Richard J Officer A-Award A Performance LTIP Units (2022) 418,372 0.00 418,372
2022-03-11 Eubanks Deric S Officer A-Award A Performance LTIP Units (2022) 201,930 0.00 201,930
2022-03-11 Bennett Monty J Director F-InKind D Common Stock 9,123 6.04 55.1K 119,777
2022-02-28 Stockton Richard J Officer F-InKind D Common Stock 5,350 6.20 33.2K 161,473
2022-02-28 Eubanks Deric S Officer F-InKind D Common Stock 2,450 6.20 15.2K 184,123
2022-02-28 Bennett Monty J Director F-InKind D Common Stock 5,324 6.20 33.0K 128,779
2021-08-18 McWilliams Curtis B Director S-Sale D Common Stock 4,000 4.94 19.8K 57,802
2021-08-06 Evans Mary Candace Director P-Purchase A Series E Redeemable Preferred Stock 1,000 22.50 22.5K 1,000
2021-07-09 Welter Jeremy Officer P-Purchase A Series E Redeemable Preferred Stock 4,500 22.50 101.3K 4,500
2021-07-09 Rinaldi Matthew D Director P-Purchase A Series E Redeemable Preferred Stock 4,444 22.50 100.0K 4,444
2021-07-09 NUNNELEY MARK Officer P-Purchase A Series E Redeemable Preferred Stock 9,000 22.50 202.5K 9,000
2021-07-01 Rose Alex Officer 0 0.00 0
2021-06-30 Haiman Robert G. Officer 0 0.00 0
2021-05-14 McWilliams Curtis B Director P-Purchase A Common Stock 2,000 5.34 10.7K 2,000
2021-05-11 Welter Jeremy Officer A-Award A Performance Stock Units (2021) 151,662 0.00 151,662
2021-05-11 Vaziri Abteen Director A-Award A LTIP Units 11,194 0.00 17,248
2021-05-11 Stockton Richard J Officer A-Award A LTIP Units 84,230 0.00 174,995
2021-05-11 Rinaldi Matthew D Director A-Award A Common Stock 871 6.07 5.3K 50,720
2021-05-11 NUNNELEY MARK Officer A-Award A Performance Stock Units (2021) 65,331 0.00 65,331
2021-05-11 McWilliams Curtis B Director A-Award A Common Stock 314 6.07 1.9K 50,608
2021-05-11 Haiman Robert G. Officer A-Award A Common Stock 47,169 0.00 118,134
2021-05-11 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 23 6.07 139.61 29,582
2021-05-11 Evans Mary Candace Director A-Award A LTIP Units 405 0.00 20,597
2021-05-11 Eubanks Deric S Officer A-Award A Performance Stock Units (2021) 111,996 0.00 111,996
2021-05-11 Carter Stefani D Director A-Award A LTIP Units 289 0.00 20,166
2021-05-11 Bennett Monty J Director A-Award A LTIP Units 117,922 0.00 117,922
2021-03-15 Welter Jeremy Officer A-Award A Common Stock 78,663 0.00 243,021
2021-03-15 Stockton Richard J Officer A-Award A LTIP Units 90,765 0.00 90,765
2021-03-15 NUNNELEY MARK Officer F-InKind D Common Stock 1,718 6.97 12.0K 230,622
2021-03-15 Haiman Robert G. Officer A-Award A Common Stock 50,828 0.00 70,965
2021-03-15 Eubanks Deric S Officer F-InKind D Common Stock 4,099 6.97 28.6K 74,576
2021-03-15 Bennett Monty J Director A-Award A LTIP Units 127,071 0.00 201,164
2021-03-11 Stockton Richard J Officer F-InKind D Common Stock 5,682 6.99 39.7K 174,403
2021-03-11 NUNNELEY MARK Officer F-InKind D Common Stock 1,623 6.99 11.3K 232,340
2021-03-11 Eubanks Deric S Officer F-InKind D Common Stock 4,263 6.99 29.8K 78,675
2021-03-08 Eubanks Deric S Officer S-Sale D Common Stock 75,000 6.90 517.5K 82,938
2021-03-03 Stockton Richard J Officer S-Sale D Common Stock 53,159 6.92 367.9K 180,085
2021-03-02 Stockton Richard J Officer S-Sale D Common Stock 160,178 6.52 1.04M 233,513
2021-03-01 Stockton Richard J Officer F-InKind D Common Stock 5,197 6.98 36.3K 393,691
2021-03-01 NUNNELEY MARK Officer F-InKind D Common Stock 1,782 6.98 12.4K 233,963
2021-03-01 Eubanks Deric S Officer F-InKind D Common Stock 2,883 6.98 20.1K 157,938
2020-12-15 Vaziri Abteen Director A-Award A LTIP Units 1,340 0.00 14,303
2020-12-15 Rinaldi Matthew D Director A-Award A Common Stock 3,304 4.80 15.9K 49,849
2020-12-15 McWilliams Curtis B Director A-Award A Common Stock 1,191 4.80 5.7K 50,294
2020-12-15 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 84 4.80 403.20 29,559
2020-12-15 Evans Mary Candace Director A-Award A LTIP Units 1,535 0.00 20,192
2020-12-15 Carter Stefani D Director A-Award A LTIP Units 1,094 0.00 19,877
2020-11-30 Stockton Richard J Officer S-Sale D Series B Preferred Stock 12,572 18.70 235.1K 0
2020-11-02 Stockton Richard J Officer F-InKind D Common Stock 11,650 2.42 28.2K 398,888
2020-09-28 Vaziri Abteen Director A-Award A LTIP Units 2,614 0.00 12,963
2020-09-28 Rinaldi Matthew D Director A-Award A Common Stock 6,446 2.46 15.9K 46,545
2020-09-28 McWilliams Curtis B Director A-Award A Common Stock 2,323 2.46 5.7K 49,103
2020-09-28 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 164 2.46 403.44 29,475
2020-09-28 Evans Mary Candace Director A-Award A LTIP Units 2,995 0.00 18,657
2020-09-28 Carter Stefani D Director A-Award A LTIP Units 2,135 0.00 18,783
2020-05-22 Vaziri Abteen Director A-Award A LTIP Units(1) 4,649 0.00 16,049
2020-05-22 Rinaldi Matthew D Director A-Award A Common Stock 6,199 2.42 15.0K 40,099
2020-05-22 McWilliams Curtis B Director A-Award A Common Stock 6,199 2.42 15.0K 46,780
2020-05-22 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 5,811 2.42 14.1K 29,311
2020-05-22 Evans Mary Candace Director A-Award A LTIP Units 4,262 0.00 15,662
2020-05-22 Carter Stefani D Director A-Award A LTIP Units 7,748 0.00 16,648
2020-05-15 Vaziri Abteen Director A-Award A LTIP Units 5,700 0.00 11,400
2020-05-15 Rinaldi Matthew D Director A-Award A Common Stock 5,700 0.00 33,900
2020-05-15 McWilliams Curtis B Director A-Award A Common Stock 5,700 0.00 40,581
2020-05-15 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 5,700 0.00 23,500
2020-05-15 Evans Mary Candace Director A-Award A LTIP Units 5,700 0.00 11,400
2020-05-15 Carter Stefani D Director A-Award A LTIP Units 5,700 0.00 8,900
2020-04-27 NUNNELEY MARK Officer F-InKind D Common Stock 1,469 2.39 3.5K 235,745
2020-04-27 Eubanks Deric S Officer F-InKind D Common Stock 1,836 2.39 4.4K 160,821
2020-03-31 Stockton Richard J Officer P-Purchase A Series B Preferred Stock 10,000 18.70 187.0K 12,572
2020-03-20 Stockton Richard J Officer P-Purchase A Series B Preferred Stock 2,572 18.70 48.1K 2,572
2020-03-18 Eubanks Deric S Officer C-Conversion D Common Partnership Units 44,261 0.00 0
2020-03-13 NUNNELEY MARK Officer F-InKind D Common Stock 1,718 2.81 4.8K 237,214
2020-03-13 Haiman Robert G. Officer F-InKind D Common Stock 105 2.81 295.05 21,420
2020-03-13 Eubanks Deric S Officer F-InKind D Common Stock 2,536 2.81 7.1K 118,396
2020-03-11 Welter Jeremy Officer A-Award A LTIP Units 47,500 0.00 105,922
2020-03-11 Stockton Richard J Officer A-Award A Performance Stock Units (2020) 70,000 0.00 70,000
2020-03-11 NUNNELEY MARK Officer A-Award A Performance Stock Units (2020) 20,000 0.00 20,000
2020-03-11 Hays J Robison III Officer A-Award A Performance Stock Units (2020) 32,500 0.00 32,500
2020-03-11 Haiman Robert G. Officer A-Award A LTIP Units 32,500 0.00 49,838
2020-03-11 Eubanks Deric S Officer A-Award A Performance Stock Units (2020) 32,500 0.00 32,500
2020-03-11 Bennett Monty J Director A-Award A Common Stock 70,000 0.00 134,103
2020-02-28 Eubanks Deric S Officer F-InKind D Common Stock 2,533 7.61 19.3K 88,432
2019-11-01 Stockton Richard J Officer F-InKind D Common Stock 14,559 9.37 136.4K 340,538
2019-08-23 Carter Stefani D Director P-Purchase A Common Stock 500 8.60 4.3K 18,300
2019-08-15 Evans Mary Candace Director P-Purchase A Common Stock 1,125 8.85 10.0K 1,125
2019-08-13 McWilliams Curtis B Director P-Purchase A Common Stock 2,000 9.09 18.2K 34,881
2019-08-07 Vaziri Abteen Director P-Purchase A Common Stock 1,200 8.59 10.3K 3,333
2019-08-05 NUNNELEY MARK Officer P-Purchase A Common Stock 25,000 8.08 202.0K 218,932
2019-07-31 Vaziri Abteen Director A-Award A LTIP Units 5,700 0.00 5,700
2019-07-31 Rinaldi Matthew D Director A-Award A Common Stock 5,700 0.00 28,200
2019-07-31 McWilliams Curtis B Director A-Award A Common Stock 5,700 0.00 32,881
2019-07-31 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 5,700 0.00 17,800
2019-07-31 Evans Mary Candace Director A-Award A LTIP Units 5,700 0.00 5,700
2019-07-31 Carter Stefani D Director A-Award A Common Stock 5,700 0.00 17,800
2019-04-27 Stockton Richard J Officer F-InKind D Common Stock 478 13.85 6.6K 355,097
2019-04-27 NUNNELEY MARK Officer F-InKind D Common Stock 1,470 13.85 20.4K 193,932
2019-04-27 Eubanks Deric S Officer F-InKind D Common Stock 2,968 13.85 41.1K 90,965
2019-03-15 Haiman Robert G. Officer A-Award A Common Stock 7,538 0.00 21,611
2019-03-14 Stockton Richard J Officer F-InKind D Common Stock 6,014 11.52 69.3K 355,575
2019-03-14 NUNNELEY MARK Officer F-InKind D Common Stock 1,719 11.52 19.8K 195,402
2019-03-14 Eubanks Deric S Officer F-InKind D Common Stock 2,537 11.52 29.2K 93,933
2019-02-28 Welter Jeremy Officer A-Award A Performance Stock Units (2019) 30,048 0.00 30,048
2019-02-28 Stockton Richard J Officer A-Award A Common Stock 64,103 0.00 361,589
2019-02-28 NUNNELEY MARK Officer A-Award A Common Stock 18,029 0.00 197,121
2019-02-28 Hays J Robison III Officer A-Award A Performance LTIP Units (2019) 60,096 0.00 60,096
2019-02-28 Haiman Robert G. Officer A-Award A LTIP Units 17,338 0.00 17,338
2019-02-28 Eubanks Deric S Officer A-Award A Common Stock 30,048 0.00 96,470
2019-02-28 Bennett Monty J Director A-Award A Performance Stock Units (2019) 64,103 0.00 64,103
2018-12-31 Welter Jeremy Officer 0 0.00 0
2018-11-02 Stockton Richard J Officer F-InKind D Common Stock 11,651 10.29 119.9K 297,486
2018-08-14 Vaziri Abteen Director A-Award A LTIP Units 5,700 0.00 5,700
2018-08-14 Rinaldi Matthew D Director A-Award A Common Stock 5,700 0.00 22,500
2018-08-14 McWilliams Curtis B Director A-Award A Common Stock 5,700 0.00 27,181
2018-08-14 Fearn Kenneth Hopkins Jr. Director A-Award A Common Stock 5,700 0.00 12,100
2018-08-14 Carter Stefani D Director A-Award A Common Stock 5,700 0.00 12,100
2018-06-01 Haiman Robert G. Officer D Common Stock 0 0.00 14,073
2018-05-11 NUNNELEY MARK Officer S-Sale D Common Stock 97,603 10.75 1.05M 179,092
2018-04-27 NUNNELEY MARK Officer F-InKind D Common Stock 1,469 10.51 15.4K 276,695
2018-04-27 Eubanks Deric S Officer F-InKind D Common Stock 2,967 10.51 31.2K 66,422
2018-03-20 Hays J Robison III Officer F-InKind D Common Stock 677 9.96 6.7K 7,421

Executive team

Top executives
EBIT / Employee
621.6K
Shares Outstanding
68.68M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Richard J. Stockton President and Chief Executive Officer 2.03M 2.03M 0.00%
2 2024 Deric S. Eubanks Chief Financial Officer 971.3K 971.3K 0.00%
3 2024 Alex Rose Executive Vice President, General Counsel and Secretary 663.6K 663.6K 0.00%
4 2024 Justin Coe Chief Accounting Officer 70.1K 70.1K 0.00%
5 2023 Richard J. Stockton President and Chief Executive Officer 833.9K 1.16M 2.00M 41.74%
6 2023 Deric S. Eubanks Chief Financial Officer 419.8K 588.8K 1.01M 41.62%
7 2023 Alex Rose Executive Vice President, General Counsel and Secretary 318.0K 373.8K 691.8K 45.97%
8 2023 Mark L. Nunneley Former Chief Accounting Officer 241.7K 340.0K 581.7K 41.55%
9 2022 Richard J. Stockton President and Chief Executive Officer 1.23M 422.6K 1.65M 74.46%
10 2022 Deric S. Eubanks Chief Financial Officer 594.7K 203.9K 798.6K 74.46%
11 2022 Mark L. Nunneley Former Chief Accounting Officer 345.3K 118.4K 463.7K 74.46%
12 2022 Mark L. Nunneley Chief Accounting Officer 345.3K 118.4K 463.7K 74.46%
13 2022 Alex Rose Executive Vice President, General Counsel and Secretary 239.8K 82.2K 322.0K 74.46%
14 2021 Richard J. Stockton President and Chief Executive Officer 2.45M 2.45M 100.00%
15 2021 Jeremy J. Welter Chief Operating Officer 2.13M 2.13M 100.00%
16 2021 Deric S. Eubanks Chief Financial Officer 1.57M 1.57M 100.00%
17 2021 Robert G. Haiman Former Executive Vice President, General Counsel and Secretary 1.37M 1.37M 100.00%
18 2021 Mark L. Nunneley Chief Accounting Officer 916.3K 916.3K 100.00%
19 2021 Mark L. Nunneley Former Chief Accounting Officer 916.3K 916.3K 100.00%
20 2020 Richard J. Stockton President and Chief Executive Officer 495.4K 495.4K 100.00%
21 2020 Jeremy J. Welter Chief Operating Officer 336.2K 336.2K 100.00%
22 2020 J. Robison Hays, III Former Chief Strategy Officer 230.0K 230.0K 100.00%
23 2020 Deric S. Eubanks Chief Financial Officer 230.0K 230.0K 100.00%
24 2020 Robert G. Haiman Former Executive Vice President, General Counsel and Secretary 230.0K 230.0K 100.00%
25 2020 Robert G. Haiman Executive Vice President, General Counsel, and Secretary 186.0K 186.0K 100.00%
26 2020 Mark L. Nunneley Chief Accounting Officer 141.5K 141.5K 100.00%
27 2019 Richard J. Stockton President and Chief Executive Officer 2.11M 2.11M 100.00%
28 2019 Deric S. Eubanks Chief Financial Officer 991.0K 991.0K 100.00%
29 2019 Deric S. Eubanks Chief Financial Officer and Treasurer 991.0K 991.0K 100.00%
30 2019 Jeremy J. Welter Chief Operating Officer 989.5K 989.5K 100.00%
31 2019 J. Robison Hays, III Chief Strategy Officer 988.0K 988.0K 100.00%
32 2019 J. Robison Hays, III Former Chief Strategy Officer 988.0K 988.0K 100.00%
33 2019 Mark L. Nunneley Chief Accounting Officer 594.6K 594.6K 100.00%
34 2018 Richard J. Stockton President and Chief Executive Officer 1.73M 1.73M 100.00%
35 2018 David A. Brooks Former Chief Transaction Officer, General Counsel and Secretary 905.8K 905.8K 100.00%
36 2018 J. Robison Hays, III Chief Strategy Officer 729.7K 729.7K 100.00%
37 2018 Jeremy J. Welter Chief Operating Officer 729.7K 729.7K 100.00%
38 2018 Jeremy Welter Chief Operating Officer 729.7K 729.7K 100.00%
39 2018 Deric S. Eubanks Chief Financial Officer and Treasurer 729.7K 729.7K 100.00%
40 2017 David A. Brooks Former Chief Transaction Officer, General Counsel and Secretary 725.9K 725.9K 100.00%
41 2017 J. Robison Hays, III Chief Strategy Officer 483.9K 483.9K 100.00%
42 2017 Jeremy Welter Chief Operating Officer 483.9K 483.9K 100.00%
43 2017 Deric S. Eubanks Chief Financial Officer and Treasurer 483.9K 483.9K 100.00%
44 2017 Jeremy J. Welter Chief Operating Officer 483.9K 483.9K 100.00%
45 2017 Richard J. Stockton President and Chief Executive Officer 125.8K 125.8K 100.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-12-08 DEFA14A
2025-10-30 DEFA14A
2025-10-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-30 8-K
2026-04-29 10-K/A
2026-04-23 8-K
2026-04-03 8-K
2026-03-26 SC 13G/A
2026-03-26 8-K
2026-03-24 8-K
2026-03-17 SC 13D/A
2026-03-17 8-K

Executive team

NameTitleCompensationGender
Montgomery Jack Bennett Founder & Chairman of the Board 3M male
Richard J. Stockton President, Chief Executive Officer & Director 2M male
Deric S. Eubanks Senior Managing Director 1M male
James Allen Plohg Executive Vice President, General Counsel & Secretary 663.6K male
Justin Coe Chief Accounting Officer & Principal Financial Officer 157.5K male
Allison Beach Director of Public Relations
Christopher Nixon Senior Vice President & Head of Asset Management male
ESG Rating
B
REIT - HOTEL & MOTEL
2025
E (Environmental)
50.0 / 58.1
Company / Sector avg.
S (Social)
75.1 / 70.7
Company / Sector avg.
G (Governance)
74.4 / 70.3
Company / Sector avg.
ESG Total
66.5 / 66.4
Company / Sector avg.
ESG Score History REIT - HOTEL & MOTEL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits