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Centerspace (CSR)

USD55.89 +0.74 (+1.34%)
US NYSE S&P 500 Real Estate REIT - Residential
Address 3100 10th Street SW 58702
Minot, ND, US
CEO Anne Olson
IPO 1997-10-17
CIK 798359 ISIN US15202L1070

Explore sections of this company profile

Also trades on New York Stock Exchange · CSR (USD) New York Stock Exchange · CSR-PC (USD)
Description

Centerspace operates as an owner and manager of residential apartment communities, founded in 1970. The organization is dedicated to delivering exceptional homes by upholding principles of integrity and service to its residents. As of the end of June 2021, Centerspace's holdings encompassed 62 distinct apartment properties, comprising 11,579 housing units situated across Colorado, Minnesota, Montana, Nebraska, North Dakota, and South Dakota. Its commitment to its employees was acknowledged when the Minneapolis Star Tribune designated it a Top Workplace for 2021. More information is available at www.centerspacehomes.com.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1957-03-04 Active
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
USD55.89 +0.74 (+1.34%)
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Volume Profile
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Liquidity & share structure
Average Volume
158.2K
Beta
0.92
Float Shares
16.69M
Free Float %
99.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.40% +1.30% +6.26% +8.20% +1.80% +1.80% +10.71% +13.96% -1.16% +6.29% -6.32%
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 (11 ratings, all time) Buy
Price Targets & DCF
Current price
55.89
Low 65.00 +16.3%
Consensus 68.50 +22.6%
Median 67.50 +20.8%
High 74.00 +32.4%
DCF (Unlevered) 268.13 +379.7%
DCF (Levered) 117.34 +109.9%

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) 40% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 1 0
Hold 6 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
69.00
+23.5%
Last Year 6
67.50
+20.8%
All Time 13
68.85
+23.2%
Quality scores
Altman Z-Score
0.26
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +35.3% Q1'26: -3.0% (vs Q1'25)
  • EPS growth
    +180.3% Q1'26: -250.0% (vs Q1'25)
  • FCF margin
    Q1'26: +24.8% (vs Q1'25)
  • EBIT margin
    Q1'26: -6.9% (vs Q1'25)
  • ROIC
    Q1'26: -1.0% (vs Q1'25)
  • Share dilution
    +8.2% Q1'26: +0.3% (vs Q1'25)
  • Debt / EBITDA
    5.65× Q1'26: 11.54× (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 (0.92) × ERP
WACC = 53% × Ke + 47% × Kd (4.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 268.13 Current price: 55.89
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
5 Rev. Ana.
1 EPS Ana.
Dec 2027
4 Rev. Ana.
2 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
265.48M
est: 285.41M (-7.0%)
204.52M
est: 215.11M (-4.9%)
188.32M
est: 202.62M (-7.1%)
205.74M
est: 193.84M (+6.1%)
169.75M
est: 182.49M (-7.0%)
185.76M
est: 187.20M (-0.8%)
177.99M
est: 177.37M (+0.4%)
201.71M
est: 197.20M (+2.3%)
256.72M
est: 255.64M (+0.4%)
261.31M
est: 258.19M (+1.2%)
260.98M
est: 260.30M (+0.3%)
353.13M
est: 277.03M (+27.5%)
268.60M
266.49M – 270.70M
-3.0% YoY
277.74M
274.44M – 281.04M
+3.4% YoY
165.48M
163.01M – 168.58M
-40.4% YoY
EBITDA
161.20M
est: 167.04M (-3.5%)
103.05M
est: 125.90M (-18.1%)
98.30M
est: 118.58M (-17.1%)
58.37M
est: 113.45M (-48.6%)
78.49M
est: 106.80M (-26.5%)
87.94M
est: 109.56M (-19.7%)
110.42M
est: 103.81M (+6.4%)
123.00M
est: 97.54M (+26.1%)
121.32M
est: 101.05M (+20.1%)
188.83M
est: 145.49M (+29.8%)
130.74M
est: 146.68M (-10.9%)
180.67M
est: 156.11M (+15.7%)
151.36M
150.17M – 152.54M
-3.0% YoY
156.51M
154.65M – 158.37M
+3.4% YoY
93.25M
91.86M – 95.00M
-40.4% YoY
EBIT
51.78M
est: 46.43M (+11.5%)
37.60M
est: 34.99M (+7.5%)
-11.91M
est: 32.96M (-136.1%)
-3.02M
est: 31.53M (-109.6%)
10.83M
est: 29.69M (-63.5%)
115.36M
est: 30.45M (+278.8%)
33.82M
est: 28.85M (+17.2%)
29.89M
est: 20.67M (+44.6%)
15.11M
est: 20.38M (-25.9%)
85.66M
est: 42.05M (+103.7%)
23.09M
est: 42.39M (-45.5%)
67.44M
est: 45.12M (+49.5%)
43.74M
43.40M – 44.09M
-3.0% YoY
45.23M
44.70M – 45.77M
+3.4% YoY
26.95M
26.55M – 27.45M
-40.4% YoY
Net Income
-13.17M
est: 12.40M (-206.2%)
24.09M
est: 66.67M (-63.9%)
72.01M
est: 6.20M (+1,061.1%)
43.35M
est: 156.59M (-72.3%)
116.79M
est: -34.88M (+434.8%)
48.67M
est: 25.43M (+91.4%)
5.08M
est: -5.01M (+201.4%)
611.0K
est: 3.08M (-80.1%)
-13.47M
est: -31.44M (+57.2%)
41.97M
est: -13.49M (+411.1%)
-10.69M
est: -18.16M (+41.1%)
17.59M
est: 29.18M (-39.7%)
-16.54M
-16.64M – -16.44M
-156.7% YoY
-12.12M
-12.23M – -12.02M
+26.7% YoY
-2.17M
-2.22M – -2.13M
+82.1% YoY
SGA
10.74M
est: 21.07M (-49.0%)
11.82M
est: 15.88M (-25.6%)
11.27M
est: 14.96M (-24.7%)
12.08M
est: 14.31M (-15.6%)
14.20M
est: 13.47M (+5.4%)
14.45M
est: 13.82M (+4.5%)
13.44M
est: 13.10M (+2.6%)
16.21M
est: 18.86M (-14.0%)
17.52M
est: 21.04M (-16.8%)
20.08M
est: 18.22M (+10.2%)
17.80M
est: 18.37M (-3.1%)
20.92M
est: 19.55M (+7.0%)
18.96M
18.81M – 19.11M
-3.0% YoY
19.60M
19.37M – 19.84M
+3.4% YoY
11.68M
11.51M – 11.90M
-40.4% YoY
EPS
-1.25
est: 0.80 (-256.3%)
2.04
est: 4.30 (-52.6%)
5.30
est: 0.40 (+1,225.0%)
3.58
est: 10.10 (-64.6%)
9.73
est: -2.25 (+532.4%)
4.14
est: 1.64 (+152.4%)
-1.91
est: -0.32 (-490.7%)
-2.27
est: -0.02 (-11,250.0%)
-0.99
est: -1.20 (+17.5%)
2.65
est: -0.80 (+430.3%)
-1.27
est: -1.08 (-17.3%)
1.02
est: 1.74 (-41.2%)
-0.99
-0.99 – -0.98
-156.8% YoY
-0.72
-0.73 – -0.72
+26.6% YoY
-0.13
-0.13 – -0.13
+82.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 RBC Capital Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 4/5 2/5 3/5 2/5 1/5 2/5
2026-05-08 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-07 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-06 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C 2/5 4/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
66.14M
OE per share TTM
3.71
Owner's Yield
5.81%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
0.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
48
Total invested
16.16M
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 BlackRock for purposes of Schedule 13G filings. 4.47M 6.08% 4.47M 4.47M HC Delaware 2010-01-29
2 (1) BlackRock, Inc. 2.88M 19.10% HC Delaware 2023-01-20
3 The Vanguard Group - 23-1945930 2.27M 15.89% 25.4K 2.23M 38.7K IA Pennsylvania 2022-02-09
4 Wellington Group Holdings LLP 1.02M 6.66% 1.01M HC Massachusetts 2024-11-08
5 Wellington Investment Advisors Holdings LLP 1.02M 6.66% 1.01M HC Massachusetts 2024-11-08
6 Wellington Management Group LLP 1.02M 6.66% 1.01M HC Massachusetts 2024-11-08
7 Wellington Management Company LLP 976.0K 6.38% 965.8K IA Massachusetts 2024-11-08
8 STATE STREET CORPORATION 767.9K 5.38% 647.0K 767.9K HC BOSTON, MASSACHUSETTS 2022-02-10
9 13-3127734 559.9K 3.92% 555.0K 559.9K HC Delaware 2022-02-10
10 26-0385758 559.9K 3.92% 555.0K 559.9K IA Delaware 2022-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
48
-173 vs prev Q
New positions
5
Closed positions
178
Increased
12
Reduced
16
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 484.2K +484.2K (+100.0%) 32.31B +32.3B (+100.0%) 2.89% +2.895 pp 0.05% +0.049 pp USD66.72 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 2.89M +34.4K (+1.2%) 192.59M +24.6M (+14.6%) 17.26% +0.219 pp 0.00% +0.000 pp USD70.20 -5.0% 6 qtrs
3 VANGUARD GROUP INC 2.51M -45.2K (-1.8%) 167.68M +17.0M (+11.3%) 15.02% -0.259 pp 0.00% +0.000 pp USD73.21 -8.9% 21 qtrs
4 STATE STREET CORP 961.2K -9.2K (-0.9%) 64.86M +7.0M (+12.0%) 5.75% -0.051 pp 0.00% +0.000 pp USD75.62 -11.8% 21 qtrs
5 WELLINGTON MANAGEMENT GROUP LLP 855.9K +654.2K (+324.4%) 57.10M +45.2M (+380.8%) 5.12% +3.912 pp 0.01% +0.008 pp USD71.24 -6.3% 17 qtrs
6 LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC 828.4K +229.1K (+38.2%) 55.27M +20.0M (+56.6%) 4.95% +1.373 pp 9.19% +2.710 pp USD61.54 +8.4% 3 qtrs
7 SILVERCREST ASSET MANAGEMENT GROUP LLC 645.5K -119.7K (-15.6%) 43.07M -2.0M (-4.4%) 3.86% -0.712 pp 0.30% -0.002 pp USD70.06 -4.8% 6 qtrs
8 LONG POND CAPITAL, LP 444.1K +230.6K (+108.0%) 29.63M +17.1M (+135.7%) 2.66% +1.380 pp 3.48% +2.570 pp USD62.96 +6.0% 2 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 437.2K -2.3K (-0.5%) 29.17M +3.3M (+12.7%) 2.61% -0.012 pp 0.00% +0.000 pp USD70.24 -5.0% 21 qtrs
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 340.3K +28.8K (+9.2%) 22.70M +4.4M (+23.8%) 2.03% +0.174 pp 0.00% +0.001 pp USD68.50 -2.6% 21 qtrs
11 VOSS CAPITAL, LLC 330.8K +330.8K (+100.0%) 22.07M +22.1M (+100.0%) 1.98% +1.977 pp 1.06% +1.059 pp USD66.72 +0.0% 1 qtrs NEW
12 SYSTEMATIC FINANCIAL MANAGEMENT LP 305.5K +50.4K (+19.7%) 20.39M +5.4M (+35.6%) 1.83% +0.302 pp 0.48% +0.115 pp USD60.73 +9.9% 3 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 303.1K -38.8K (-11.4%) 20.23M +84.3K (+0.4%) 1.81% -0.231 pp 0.03% +0.005 pp USD70.03 -4.7% 21 qtrs
14 PACIFIC HEIGHTS ASSET MANAGEMENT LLC 275.0K +50.0K (+22.2%) 18.35M +5.1M (+38.4%) 1.64% +0.300 pp 0.69% +0.101 pp USD68.86 -3.1% 21 qtrs
15 JPMORGAN CHASE & CO 238.4K +13.8K (+6.1%) 15.90M +2.7M (+20.2%) 1.43% +0.084 pp 0.00% +0.000 pp USD69.95 -4.6% 21 qtrs
16 DIMENSIONAL FUND ADVISORS LP 236.4K -5.3K (-2.2%) 15.77M +1.5M (+10.8%) 1.41% -0.030 pp 0.00% +0.000 pp USD69.42 -3.9% 21 qtrs
17 MILLENNIUM MANAGEMENT LLC 196.9K +104.3K (+112.6%) 13.14M +7.7M (+140.8%) 1.18% +0.624 pp 0.01% +0.003 pp USD65.95 +1.2% 15 qtrs
18 MORGAN STANLEY 192.4K +16.1K (+9.2%) 12.84M +2.5M (+23.6%) 1.15% +0.097 pp 0.00% +0.000 pp USD66.67 +0.1% 21 qtrs
19 NORTHERN TRUST CORP 189.8K -10.3K (-5.1%) 12.67M +879.3K (+7.5%) 1.14% -0.060 pp 0.00% +0.000 pp USD69.01 -3.3% 21 qtrs
20 BANK OF NEW YORK MELLON CORP 126.6K +3.5K (+2.9%) 8.44M +1.2M (+16.5%) 0.76% +0.022 pp 0.00% +0.000 pp USD69.88 -4.5% 21 qtrs
21 PHOCAS FINANCIAL CORP. 124.0K -510.0 (-0.4%) 8.27M +939.6K (+12.8%) 0.74% -0.002 pp 1.08% +0.125 pp USD69.41 -3.9% 17 qtrs
22 UBS ASSET MANAGEMENT AMERICAS INC 110.2K +926.0 (+0.8%) 7.35M +916.5K (+14.2%) 0.66% +0.006 pp 0.00% +0.000 pp USD60.86 +9.6% 21 qtrs
23 LEGAL & GENERAL GROUP PLC 107.6K +7.9K (+7.9%) 7.18M +1.3M (+22.2%) 0.64% +0.048 pp 0.00% +0.000 pp USD71.57 -6.8% 21 qtrs
24 WESTWOOD HOLDINGS GROUP INC 100.0K -25.0K (-20.0%) 6.67M -691.0K (-9.4%) 0.60% -0.149 pp 0.05% +0.002 pp USD59.78 +11.6% 9 qtrs
25 CHILTON CAPITAL MANAGEMENT LLC 95.6K +95.6K (+100.0%) 6.45M +6.4M (+100.0%) 0.57% +0.572 pp 0.22% +0.222 pp USD66.72 +0.0% 1 qtrs NEW
26 NUVEEN, LLC 92.2K -81.5K (-46.9%) 6.15M -4.1M (-39.9%) 0.55% -0.486 pp 0.00% -0.001 pp USD64.34 +3.7% 4 qtrs
27 PEREGRINE CAPITAL MANAGEMENT LLC 89.3K -4.4K (-4.7%) 5.96M +438.2K (+7.9%) 0.53% -0.026 pp 0.18% +0.017 pp USD75.96 -12.2% 19 qtrs
28 AQR CAPITAL MANAGEMENT LLC 87.5K +6.1K (+7.4%) 5.84M +1.0M (+21.7%) 0.52% +0.037 pp 0.00% +0.000 pp USD60.38 +10.5% 6 qtrs
29 INVESCO LTD. 83.8K -11.5K (-12.1%) 5.59M -23.7K (-0.4%) 0.50% -0.069 pp 0.00% +0.000 pp USD66.74 0.0% 21 qtrs
30 PRINCIPAL FINANCIAL GROUP INC 79.6K -1.3K (-1.6%) 5.31M +546.0K (+11.5%) 0.48% -0.007 pp 0.00% +0.000 pp USD71.52 -6.7% 21 qtrs
31 LIGHTHOUSE INVESTMENT PARTNERS, LLC 77.5K +12.5K (+19.2%) 5.17M +1.3M (+35.1%) 0.46% +0.075 pp 0.16% +0.039 pp USD60.42 +10.4% 3 qtrs
32 ADELANTE CAPITAL MANAGEMENT LLC 72.1K +72.1K (+100.0%) 4.81M +4.8M (+100.0%) 0.43% +0.431 pp 0.32% +0.324 pp USD66.72 +0.0% 1 qtrs NEW
33 QUINN OPPORTUNITY PARTNERS LLC 69.2K +69.2K (+100.0%) 4.62M +4.6M (+100.0%) 0.41% +0.414 pp 0.19% +0.195 pp USD66.72 +0.0% 1 qtrs NEW
34 ROYAL BANK OF CANADA 63.9K +50.9K (+391.9%) 4.27M +3.5M (+457.6%) 0.38% +0.305 pp 0.00% +0.001 pp USD66.39 +0.5% 21 qtrs
35 PUBLIC SECTOR PENSION INVESTMENT BOARD 57.8K -7.5K (-11.5%) 3.86M +7.6K (+0.2%) 0.35% -0.045 pp 0.01% -0.001 pp USD65.05 +2.6% 21 qtrs
36 GOLDMAN SACHS GROUP INC 55.2K +14.0K (+34.1%) 3.68M +1.3M (+51.9%) 0.33% +0.084 pp 0.00% +0.000 pp USD65.74 +1.5% 21 qtrs
37 RUSSELL INVESTMENTS GROUP, LTD. 51.7K +3.9K (+8.1%) 3.45M +631.7K (+22.4%) 0.31% +0.023 pp 0.00% +0.001 pp USD64.45 +3.5% 12 qtrs
38 ENVESTNET ASSET MANAGEMENT INC 51.4K +51.4K (+100.0%) 3.43M +3.4M (+100.0%) 0.31% +0.307 pp 0.00% +0.001 pp USD66.72 +0.0% 1 qtrs NEW
39 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 51.1K -72.2K (-58.6%) 3.41M -3.9M (-53.1%) 0.31% -0.431 pp 0.05% -0.054 pp USD61.12 +9.2% 9 qtrs
40 RHUMBLINE ADVISERS 47.7K -3.5K (-6.9%) 3.18M +164.7K (+5.5%) 0.29% -0.021 pp 0.00% +0.000 pp USD70.34 -5.1% 21 qtrs
41 DIAMOND HILL CAPITAL MANAGEMENT INC 47.4K +47.4K (+100.0%) 3.16M +3.2M (+100.0%) 0.28% +0.284 pp 0.02% +0.016 pp USD66.72 +0.0% 1 qtrs NEW
42 EVERCORE WEALTH MANAGEMENT, LLC 46.5K -237.0 (-0.5%) 3.10M +349.9K (+12.7%) 0.28% -0.001 pp 0.05% +0.005 pp USD70.64 -5.5% 21 qtrs
43 SEI INVESTMENTS CO 46.2K -789.0 (-1.7%) 3.08M +314.8K (+11.4%) 0.28% -0.005 pp 0.00% +0.000 pp USD93.91 -29.0% 17 qtrs
44 GREAT WEST LIFE ASSURANCE CO /CAN/ 41.2K +1.5K (+3.7%) 2.75M +460.0K (+20.1%) 0.25% +0.009 pp 0.00% +0.002 pp USD71.16 -6.2% 21 qtrs
45 AMERIPRISE FINANCIAL INC 37.5K -4.1K (-10.0%) 2.43M +89.5K (+3.8%) 0.22% -0.025 pp 0.00% +0.000 pp USD69.34 -3.8% 21 qtrs
46 SWISS NATIONAL BANK 33.0K +900.0 (+2.8%) 2.20M +311.1K (+16.5%) 0.20% +0.006 pp 0.00% +0.000 pp USD73.75 -9.5% 21 qtrs
47 STATE OF WISCONSIN INVESTMENT BOARD 33.0K +1.2K (+3.8%) 2.20M +328.7K (+17.6%) 0.20% +0.007 pp 0.00% +0.001 pp USD66.93 -0.3% 15 qtrs
48 STATE OF NEW JERSEY COMMON PENSION FUND D 31.9K +— (+0.0%) 2.13M +249.5K (+13.3%) 0.19% +0.000 pp 0.01% +0.001 pp USD74.70 -10.7% 15 qtrs
49 FMR LLC 31.4K +5.7K (+22.1%) 2.09M +580.4K (+38.3%) 0.19% +0.034 pp 0.00% +0.000 pp USD64.52 +3.4% 19 qtrs
50 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 31.2K +1.3K (+4.2%) 2.08M +318.0K (+18.0%) 0.19% +0.008 pp 0.01% +0.001 pp USD62.65 +6.5% 21 qtrs
51 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 30.7K +30.7K (+100.0%) 2.05M +2.0M (+100.0%) 0.18% +0.183 pp 0.03% +0.032 pp USD66.72 +0.0% 1 qtrs NEW
52 BANK OF AMERICA CORP /DE/ 30.6K +5.4K (+21.4%) 2.04M +555.6K (+37.5%) 0.18% +0.032 pp 0.00% +0.000 pp USD64.62 +3.2% 21 qtrs
53 UBS GROUP AG 29.9K -66.6K (-69.0%) 1.99M -3.7M (-64.9%) 0.18% -0.398 pp 0.00% -0.001 pp USD61.31 +8.8% 21 qtrs
54 QUANTINNO CAPITAL MANAGEMENT LP 28.9K +7.1K (+32.6%) 1.93M +644.0K (+50.2%) 0.17% +0.043 pp 0.00% +0.000 pp USD60.99 +9.4% 3 qtrs
55 PRUDENTIAL FINANCIAL INC 28.6K +11.0K (+63.0%) 1.91M +874.0K (+84.6%) 0.17% +0.066 pp 0.00% +0.001 pp USD63.34 +5.3% 21 qtrs
56 STRS OHIO 27.9K -37.5K (-57.3%) 1.86M -2.0M (-51.7%) 0.17% -0.224 pp 0.01% -0.007 pp USD60.43 +10.4% 21 qtrs
57 BARCLAYS PLC 27.0K -75.9K (-73.8%) 1.80M -5.4M (-75.2%) 0.16% -0.453 pp 0.00% -0.001 pp USD64.05 +4.2% 16 qtrs
58 HSBC HOLDINGS PLC 26.9K +4.6K (+20.8%) 1.80M +482.9K (+36.8%) 0.16% +0.028 pp 0.00% +0.000 pp USD67.75 -1.5% 21 qtrs
59 ANSON FUNDS MANAGEMENT LP 26.7K +26.7K (+100.0%) 1.78M +1.8M (+100.0%) 0.16% +0.159 pp 0.17% +0.168 pp USD66.72 +0.0% 1 qtrs NEW
60 ASSET MANAGEMENT ONE CO., LTD. 25.1K +2.1K (+9.3%) 1.70M +347.8K (+25.7%) 0.15% +0.013 pp 0.00% +0.001 pp USD70.75 -5.7% 21 qtrs
61 NOMURA ASSET MANAGEMENT CO LTD 25.2K +940.0 (+3.9%) 1.68M +252.5K (+17.7%) 0.15% +0.006 pp 0.00% +0.001 pp USD70.81 -5.8% 21 qtrs
62 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 23.2K -800.0 (-3.3%) 1.55M +134.0K (+9.5%) 0.14% -0.005 pp 0.00% +0.000 pp USD73.66 -9.4% 21 qtrs
63 MARTINGALE ASSET MANAGEMENT L P 22.5K -165.0 (-0.7%) 1.50M +166.0K (+12.5%) 0.13% -0.001 pp 0.04% +0.005 pp USD61.39 +8.7% 10 qtrs
64 NEW YORK STATE COMMON RETIREMENT FUND 22.0K -122.0 (-0.6%) 1.46M +164.5K (+12.7%) 0.13% -0.001 pp 0.00% +0.000 pp USD66.48 +0.4% 21 qtrs
65 WELLS FARGO & COMPANY/MN 21.5K +6.0K (+38.6%) 1.43M +519.7K (+57.0%) 0.13% +0.036 pp 0.00% +0.000 pp USD66.58 +0.2% 21 qtrs
66 CITIGROUP INC 21.3K -56.3K (-72.5%) 1.42M -3.1M (-68.9%) 0.13% -0.336 pp 0.00% -0.001 pp USD66.77 -0.1% 21 qtrs
67 DEUTSCHE BANK AG\ 21.0K +1.3K (+6.4%) 1.40M +239.3K (+20.5%) 0.13% +0.008 pp 0.00% +0.000 pp USD64.84 +2.9% 21 qtrs
68 21.2K +21.2K (+100.0%) 1.40M +1.4M (+100.0%) 0.13% +0.127 pp 1.22% +1.225 pp USD66.72 +0.0% 1 qtrs NEW
69 PRICE T ROWE ASSOCIATES INC /MD/ 20.3K +2.0K (+10.7%) 1.35M +274.0K (+25.4%) 0.12% +0.012 pp 0.00% +0.000 pp USD69.15 -3.5% 21 qtrs
70 CITADEL ADVISORS LLC 20.0K +20.0K (+100.0%) 1.34M +1.3M (+100.0%) 0.12% +0.120 pp 0.00% +0.000 pp USD66.72 +0.0% 21 qtrs
71 ALLIANCEBERNSTEIN L.P. 19.9K +38.0 (+0.2%) 1.33M +158.0K (+13.5%) 0.12% +0.000 pp 0.00% +0.000 pp USD71.77 -7.0% 21 qtrs
72 SUMITOMO MITSUI TRUST HOLDINGS, INC. 17.7K -215.0 (-1.2%) 1.18M +125.5K (+11.9%) 0.11% -0.001 pp 0.00% +0.000 pp USD69.95 -4.6% 21 qtrs
73 STATE OF ALASKA, DEPARTMENT OF REVENUE 17.7K +212.0 (+1.2%) 1.18M +152.0K (+14.8%) 0.11% +0.001 pp 0.01% +0.002 pp USD74.22 -10.1% 21 qtrs
74 NEWEDGE ADVISORS, LLC 17.1K +2.1K (+13.8%) 1.14M +256.1K (+28.9%) 0.10% +0.013 pp 0.00% +0.000 pp USD69.07 -3.4% 21 qtrs
75 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 16.8K +— (+0.0%) 1.12M +131.0K (+13.3%) 0.10% +0.000 pp 0.00% +0.000 pp USD70.18 -4.9% 21 qtrs
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 16.3K -16.0 (-0.1%) 1.09M +126.4K (+13.2%) 0.10% +0.000 pp 0.00% +0.000 pp USD71.87 -7.2% 21 qtrs
77 NORGES BANK 16.2K +16.2K (+100.0%) 1.08M +1.1M (+100.0%) 0.10% +0.097 pp 0.00% +0.000 pp USD66.72 +0.0% 1 qtrs NEW
78 ALLIANZ ASSET MANAGEMENT GMBH 15.8K -4.6K (-22.4%) 1.05M -145.3K (-12.1%) 0.09% -0.027 pp 0.00% 0.000 pp USD64.75 +3.0% 4 qtrs
79 THRIVENT FINANCIAL FOR LUTHERANS 15.0K +2.9K (+24.2%) 1.00M +290.0K (+40.7%) 0.09% +0.018 pp 0.00% +0.000 pp USD65.44 +2.0% 21 qtrs
80 NATIXIS 15.0K +15.0K (+100.0%) 1.00M +1.0M (+100.0%) 0.09% +0.090 pp 0.00% +0.004 pp USD66.72 +0.0% 1 qtrs NEW
81 IEQ CAPITAL, LLC 14.7K +4.0K (+37.5%) 980.2K +350.9K (+55.8%) 0.09% +0.024 pp 0.00% +0.001 pp USD61.71 +8.1% 3 qtrs
82 XTX TOPCO LTD 13.9K +13.9K (+100.0%) 928.0K +928.0K (+100.0%) 0.08% +0.083 pp 0.02% +0.024 pp USD66.72 +0.0% 1 qtrs NEW
83 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 13.4K +1.1K (+8.8%) 897.8K +172.0K (+23.7%) 0.08% +0.007 pp 0.00% +0.000 pp USD69.55 -4.1% 21 qtrs
84 BNP PARIBAS ARBITRAGE, SNC 13.2K +5.8K (+78.2%) 880.2K +444.2K (+101.9%) 0.08% +0.035 pp 0.00% +0.000 pp USD65.85 +1.3% 5 qtrs
85 EXCHANGE TRADED CONCEPTS, LLC 13.0K -378.0 (-2.8%) 865.0K +79.1K (+10.1%) 0.08% -0.002 pp 0.01% 0.000 pp USD64.56 +3.3% 4 qtrs
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 12.7K -449.0 (-3.4%) 844.3K +72.5K (+9.4%) 0.08% -0.003 pp 0.00% +0.000 pp USD66.93 -0.3% 7 qtrs
87 ABS DIRECT EQUITY FUND LLC 10.8K +10.8K (+100.0%) 721.0K +721.0K (+100.0%) 0.06% +0.065 pp 0.86% +0.858 pp USD66.72 +0.0% 1 qtrs NEW
88 PENSIONFUND DSM NETHERLANDS 10.8K +10.8K (+100.0%) 719.0K +719.0K (+100.0%) 0.06% +0.065 pp 0.47% +0.473 pp USD66.72 +0.0% 1 qtrs NEW
89 AMUNDI 10.6K -976.0 (-8.4%) 706.6K +42.6K (+6.4%) 0.06% -0.006 pp 0.00% +0.000 pp USD71.25 -6.4% 19 qtrs
90 METLIFE INVESTMENT MANAGEMENT, LLC 10.3K -5.0 (0.0%) 684.7K +80.0K (+13.2%) 0.06% +0.000 pp 0.00% +0.000 pp USD75.34 -11.4% 21 qtrs
91 ILLINOIS MUNICIPAL RETIREMENT FUND 10.0K +897.0 (+9.9%) 664.9K +130.8K (+24.5%) 0.06% +0.005 pp 0.01% +0.002 pp USD61.23 +9.0% 10 qtrs
92 HORIZON INVESTMENTS, LLC 9.7K +9.7K (+100.0%) 645.4K +645.4K (+100.0%) 0.06% +0.058 pp 0.01% +0.008 pp USD66.72 +0.0% 1 qtrs NEW
93 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 9.6K -133.0 (-1.4%) 640.8K +67.3K (+11.7%) 0.06% -0.001 pp 0.00% +0.000 pp USD70.57 -5.5% 21 qtrs
94 CERITY PARTNERS LLC 9.5K -2.2K (-18.9%) 632.6K -56.3K (-8.2%) 0.06% -0.013 pp 0.00% 0.000 pp USD69.42 -3.9% 6 qtrs
95 LPL FINANCIAL LLC 9.4K +3.4K (+56.9%) 626.0K +273.7K (+77.7%) 0.06% +0.020 pp 0.00% +0.000 pp USD61.73 +8.1% 21 qtrs
96 BOSTON PARTNERS 9.2K +720.0 (+8.5%) 616.0K +114.6K (+22.9%) 0.06% +0.004 pp 0.00% +0.000 pp USD66.13 +0.9% 8 qtrs
97 ABEL HALL, LLC 9.0K +4.5K (+102.8%) 597.1K +337.2K (+129.7%) 0.05% +0.027 pp 0.14% +0.035 pp USD62.86 +6.1% 2 qtrs
98 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 8.5K +— (+0.0%) 564.1K +66.1K (+13.3%) 0.05% +0.000 pp 0.00% +0.000 pp USD70.77 -5.7% 21 qtrs
99 QUEST PARTNERS LLC 8.4K +3.5K (+72.6%) 559.4K +273.2K (+95.5%) 0.05% +0.021 pp 0.03% +0.013 pp USD66.58 +0.2% 6 qtrs
100 VESTCOR INC 8.3K +8.3K (+100.0%) 556.0K +556.0K (+100.0%) 0.05% +0.050 pp 0.02% +0.016 pp USD66.72 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 142 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 ALPS REIT Dividend Dogs ETF RDOG 2.17% 246.4K 0.35%
2 Hoya Capital Housing ETF HOMZ 1.15% 398.4K 0.30%
3 Nuveen Short-Term REIT NURE 0.79% 278.4K 0.35%
4 Invesco S&P SmallCap Low Volatility ETF XSLV 0.65% 1.59M 0.25%
5 JPMorgan Active Small Cap Value ETF JPSV 0.58% 154.5K 0.55%
6 Harbor Human Capital Factor US Small Cap ETF HAPS 0.38% 652.4K 0.61%
7 ETC 6 Meridian Low Beta Equity ETF SIXL 0.36% 676.1K 0.47%
8 Acuitas Small Cap Active ETF AIMS 0.29% 219.2K 0.75%
9 Global X - Millennial Consumer ETF MILN 0.26% 253.7K 0.50%
10 Invesco S&P SmallCap Financials ETF PSCF 0.20% 54.7K 0.29%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
2.41
Bullish
Buys
6
Sells
6
Shares acquired
27.3K
Shares disposed
11.4K
Cash buys
Cash sales
Net activity
+15,966
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
2026-03-31 Patel Bhairav Officer M-Exempt A Common Shares of Beneficial Interest 1,831 0.00 9,699 D
2026-03-31 Olson Anne Officer M-Exempt A Common Shares of Beneficial Interest 5,492 0.00 33,101 D
2026-02-02 Patel Bhairav Officer F-InKind D Common Shares of Beneficial Interest 202 63.83 12.9K 7,868 D
2026-02-02 Olson Anne Officer A-Award A Common Shares of Beneficial Interest 1,050 0.00 27,931 D
2026-01-01 Patel Bhairav Officer A-Award A Restricted Stock Units 4,895 0.00 4,895 D
2026-01-01 Olson Anne Officer A-Award A Restricted Stock Units 13,437 0.00 13,437 D
2025-12-26 Patel Bhairav Officer M-Exempt D Restricted Stock Units 595 0.00 0 D
2025-12-26 Olson Anne Officer M-Exempt D Restricted Stock Units 1,008 0.00 0 D
2025-08-08 Schissel John A Director P-Purchase A Common Shares of Beneficial Interest 500 54.00 27.0K 14,398 D
2025-08-08 Patel Bhairav Officer P-Purchase A Common Shares of Beneficial Interest 500 54.00 27.0K 3,733 D
2025-08-08 Olson Anne Officer P-Purchase A Common Shares of Beneficial Interest 750 55.10 41.3K 19,496 D
2025-06-01 TWINEM MARY J Director A-Award A Restricted Stock Units 1,446 0.00 1,446 D
2025-06-01 Schissel John A Director A-Award A Restricted Stock Units 2,297 0.00 2,297 D
2025-06-01 Rosenberg Jay L. Director A-Award A Restricted Stock Units 1,446 0.00 1,446 D
2025-06-01 Jones-Tyson Rodney Director A-Award A Restricted Stock Units 1,446 0.00 1,446 D
2025-06-01 Hixon Ola Oyinsan Director A-Award A Restricted Stock Units 1,446 0.00 1,446 D
2025-06-01 Green Emily Nagle Director A-Award A Restricted Stock Units 1,446 0.00 1,446 D
2025-05-20 TWINEM MARY J Director M-Exempt A Common Shares of Beneficial Interest 1,307 0.00 10,120 D
2025-05-20 Schissel John A Director M-Exempt D Restricted Stock Units 2,076 0.00 0 D
2025-05-20 Rosenberg Jay L. Director M-Exempt A Common Shares of Beneficial Interest 1,141 0.00 1,141 D
2025-05-20 Jones-Tyson Rodney Director M-Exempt D Restricted Stock Units 1,307 0.00 0 D
2025-05-20 Hixon Ola Oyinsan Director M-Exempt D Restricted Stock Units 1,307 0.00 0 D
2025-05-20 Green Emily Nagle Director M-Exempt A Common Shares of Beneficial Interest 1,307 0.00 7,106 D
2025-05-20 CAIRA JEFFREY Director M-Exempt D Restricted Stock Units 1,307 0.00 0 D
2025-03-31 Patel Bhairav Officer M-Exempt A Common Shares of Beneficial Interest 915 0.00 3,542 D
2025-01-01 Patel Bhairav Officer M-Exempt D Restricted Stock Units 676 0.00 0 D
2025-01-01 Olson Anne Officer M-Exempt D Restricted Stock Units 374 0.00 0 D
2024-12-31 Green Emily Nagle Director Common Shares of Beneficial Interest 0 0.00 454 I
2024-07-08 Rosenberg Jay L. Director A-Award A Restricted Stock Units 1,141 0.00 1,141
2024-05-20 TWINEM MARY J Director A-Award A Restricted Stock Units 1,307 0.00 1,307
2024-05-20 Schissel John A Director A-Award A Restricted Stock Units 2,076 0.00 2,076
2024-05-20 Jones-Tyson Rodney Director A-Award A Restricted Stock Units 1,307 0.00 1,307
2024-05-20 Hixon Ola Oyinsan Director A-Award A Restricted Stock Units 1,307 0.00 1,307
2024-05-20 Green Emily Nagle Director A-Award A Restricted Stock Units 1,307 0.00 1,307
2024-05-20 CAIRA JEFFREY Director A-Award A Restricted Stock Units 1,307 0.00 1,307
2024-05-16 TWINEM MARY J Director M-Exempt A Common Shares of Beneficial Interest 1,380 0.00 8,813
2024-05-16 Schissel John A Director M-Exempt D Restricted Stock Units 2,300 0.00 0
2024-05-16 Jones-Tyson Rodney Director M-Exempt A Common Shares of Beneficial Interest 1,380 0.00 3,424
2024-05-16 Hixon Ola Oyinsan Director M-Exempt D Restricted Stock Units 440 0.00 0
2024-05-16 Hall Linda J. Director M-Exempt D Restricted Stock Units 1,380 0.00 0
2024-05-16 Green Emily Nagle Director M-Exempt D Restricted Stock Units 1,380 0.00 0
2024-05-16 CAIRA JEFFREY Director M-Exempt D Restricted Stock Units 1,380 0.00 0
2024-03-11 Schissel John A Director P-Purchase A Common Shares of Beneficial Interest 500 56.40 28.2K 9,522
2024-01-23 Hixon Ola Oyinsan Director A-Award A Restricted Stock Units 440 0.00 440
2024-01-17 Jones-Tyson Rodney Director M-Exempt A Common Shares of Beneficial Interest 593 0.00 2,044
2024-01-01 Patel Bhairav Officer M-Exempt D Restricted Stock Units 676 0.00 676
2024-01-01 Olson Anne Officer M-Exempt A Common Shares of Beneficial Interest 1,007 0.00 16,808
2023-05-17 TWINEM MARY J Director M-Exempt D Restricted Stock Units 856 0.00 0
2023-05-17 Schissel John A Director M-Exempt D Restricted Stock Units 1,427 0.00 0
2023-05-17 Jones-Tyson Rodney Director M-Exempt D Restricted Stock Units 856 0.00 0
2023-05-17 Hall Linda J. Director M-Exempt D Restricted Stock Units 856 0.00 0
2023-05-17 Green Emily Nagle Director M-Exempt D Restricted Stock Units 856 0.00 0
2023-05-17 CAIRA JEFFREY Director M-Exempt D Restricted Stock Units 856 0.00 0
2023-05-16 TWINEM MARY J Director A-Award A Restricted Stock Units 1,380 0.00 1,380
2023-05-16 Schissel John A Director A-Award A Restricted Stock Units 2,300 0.00 2,300
2023-05-16 Jones-Tyson Rodney Director A-Award A Restricted Stock Units 1,380 0.00 1,380
2023-05-16 Hall Linda J. Director A-Award A Restricted Stock Units 1,380 0.00 1,380
2023-05-16 Green Emily Nagle Director A-Award A Restricted Stock Units 1,380 0.00 1,380
2023-05-16 Dance Michael T Director M-Exempt D Restricted Stock Units 856 0.00 0
2023-05-16 CAIRA JEFFREY Director A-Award A Restricted Stock Units 1,380 0.00 1,380
2023-05-05 Decker Mark Okey Jr Director P-Purchase A Common Shares of Beneficial Interest 1,000 58.85 58.9K 54,252
2023-03-31 Patel Bhairav Officer A-Award A Restricted Stock Units 2,746 0.00 2,746
2023-03-31 Olson Anne Officer A-Award A Restricted Stock Units 5,492 0.00 5,492
2023-03-31 Decker Mark Okey Jr Director / Officer M-Exempt A Common Shares of Beneficial Interest 5,369 0.00 53,252
2023-03-29 Decker Mark Okey Jr Director / Officer P-Purchase A Common Shares of Beneficial Interest 1,000 52.51 52.5K 45,564
2023-03-13 Olson Anne Officer F-InKind D Common Shares of Beneficial Interest 331 58.06 19.2K 14,887
2023-03-13 Decker Mark Okey Jr Director / Officer M-Exempt D Restricted Stock Units 1,383 0.00 0
2023-01-01 Patel Bhairav Officer F-InKind D Common Shares of Beneficial Interest 256 58.67 15.0K 420
2023-01-01 Olson Anne Officer A-Award A Restricted Stock Units 3,022 0.00 3,022
2023-01-01 Decker Mark Okey Jr Officer M-Exempt D Restricted Stock Units 663 0.00 1,328
2022-09-26 Schissel John A Director P-Purchase A Common Shares of Beneficial Interest 225 68.00 15.3K 7,595
2022-06-01 TWINEM MARY J Director P-Purchase A Common Shares of Beneficial Interest 900 82.48 74.2K 6,577
2022-05-26 Schissel John A Director M-Exempt D Restricted Stock Units 216 0.00 0
2022-05-18 TWINEM MARY J Director M-Exempt A Common Shares of Beneficial Interest 887 0.00 5,677
2022-05-18 Green Emily Nagle Director M-Exempt A Common Shares of Beneficial Interest 887 0.00 5,387
2022-05-18 Dance Michael T Director M-Exempt D Restricted Stock Units 887 0.00 0
2022-05-17 TWINEM MARY J Director A-Award A Restricted Stock Units 856 0.00 856
2022-05-17 Schissel John A Director M-Exempt D Restricted Stock Units 887 0.00 0
2022-05-17 Hall Linda J. Director M-Exempt A Common Shares of Beneficial Interest 887 0.00 887
2022-05-17 Green Emily Nagle Director A-Award A Restricted Stock Units 856 0.00 856
2022-05-17 Dance Michael T Director M-Exempt A Common Shares of Beneficial Interest 887 0.00 3,826
2022-05-17 CAIRA JEFFREY Director A-Award A Restricted Stock Units 856 0.00 856
2022-05-16 Jones-Tyson Rodney Director A-Award A Restricted Stock Units 856 0.00 856
2022-05-05 Schissel John A Director P-Purchase A Common Shares of Beneficial Interest 100 83.44 8.3K 6,267
2022-05-05 Dance Michael T Director P-Purchase A Common Shares of Beneficial Interest 1,000 82.00 82.0K 6,308
2022-03-13 Olson Anne Officer M-Exempt A Common Shares of Beneficial Interest 662 0.00 14,440
2022-03-13 Kirchmann John Officer M-Exempt D Restricted Stock Units 478 0.00 478
2022-03-13 Decker Mark Okey Jr Officer M-Exempt A Common Shares of Beneficial Interest 1,383 0.00 43,523
2022-03-08 Olson Anne Officer M-Exempt A Common Shares of Beneficial Interest 560 0.00 14,071
2022-03-08 Kirchmann John Officer F-InKind D Common Shares of Beneficial Interest 124 103.77 12.9K 21,180
2022-03-08 Decker Mark Okey Jr Officer M-Exempt D Restricted Stock Units 877 0.00 0
2022-01-27 Olson Anne Officer A-Award A Common Shares of Beneficial Interest 6,712 0.00 17,054
2022-01-27 Kirchmann John Officer A-Award A Common Shares of Beneficial Interest 4,848 0.00 20,900
2022-01-27 Decker Mark Okey Jr Director / Officer A-Award A Common Shares of Beneficial Interest 10,514 0.00 47,714
2022-01-24 Jones-Tyson Rodney Director A-Award A Restricted Stock Units 593 0.00 593
2022-01-18 Jones-Tyson Rodney Director 0 0.00 0
2022-01-01 Patel Bhairav Officer 0 0.00 0
2022-01-01 Olson Anne Officer A-Award A Restricted Stock Units 1,121 0.00 1,121
2022-01-01 Kirchmann John Officer M-Exempt A Common Shares of Beneficial Interest 304 0.00 16,161
2022-01-01 Decker Mark Okey Jr Director / Officer A-Award A Stock Options (Right to Buy) 13,366 110.90 1.48M 13,366
2021-12-09 Schissel John A Director A-Award A Common Shares of Beneficial Interest 216 0.00 216
2021-12-09 CAIRA JEFFREY Director M-Exempt A Common Shares of Beneficial Interest 417 0.00 17,179
2021-05-26 Olson Anne Officer F-InKind D Common Shares of Beneficial Interest 3,622 70.39 255.0K 9,185
2021-05-26 Kirchmann John Officer F-InKind D Common Shares of Beneficial Interest 1,338 70.39 94.2K 14,997
2021-05-26 Decker Mark Okey Jr Director / Officer A-Award A Common Shares of Beneficial Interest 8,534 0.00 37,470
2021-05-26 CAIRA JEFFREY Director A-Award A Common Shares of Beneficial Interest 739 0.00 739
2021-05-19 TWINEM MARY J Director M-Exempt D Common Shares of Beneficial Interest 1,056 0.00 0
2021-05-19 Schissel John A Director M-Exempt A Common Shares of Beneficial Interest 1,056 0.00 5,967
2021-05-19 Hall Linda J. Director M-Exempt D Restricted Stock Units 1,056 0.00 0
2021-05-19 Green Emily Nagle Director M-Exempt D Restricted Stock Units 1,056 0.00 0
2021-05-19 Dance Michael T Director M-Exempt A Common Shares of Beneficial Interest 1,056 0.00 5,308
2021-05-19 CAIRA JEFFREY Director M-Exempt D Restricted Stock Units 1,936 0.00 0
2021-05-18 TWINEM MARY J Director A-Award A Common Shares of Beneficial Interest 887 0.00 887
2021-05-18 Schissel John A Director A-Award A Restricted Stock Units 887 0.00 887
2021-05-18 Maxwell Terrance P Director M-Exempt D Common Shares of Beneficial Interest 1,056 0.00 0
2021-05-18 Hall Linda J. Director A-Award A Restricted Stock Units 887 0.00 887
2021-05-18 Green Emily Nagle Director A-Award A Common Shares of Beneficial Interest 887 0.00 887
2021-05-18 Dance Michael T Director A-Award A Common Shares of Beneficial Interest 887 0.00 887
2021-05-18 CAIRA JEFFREY Director A-Award A Restricted Stock Units 887 0.00 887
2021-04-30 Olson Anne Officer M-Exempt D Restricted Stock Units 712 0.00 0
2021-04-30 Kirchmann John Officer M-Exempt D Restricted Stock Units 449 0.00 0
2021-04-30 Decker Mark Okey Jr Director / Officer F-InKind D Common Shares of Beneficial Interest 378 70.39 26.6K 28,936
2021-03-13 Olson Anne Officer M-Exempt D Restricted Stock Units 662 0.00 1,324
2021-03-13 Kirchmann John Officer M-Exempt D Restricted Stock Units 478 0.00 956
2021-03-13 Decker Mark Okey Jr Director / Officer F-InKind D Common Shares of Beneficial Interest 582 73.40 42.7K 28,436
2021-03-08 Olson Anne Officer M-Exempt A Common Shares of Beneficial Interest 559 0.00 5,497
2021-03-08 Kirchmann John Officer M-Exempt A Common Shares of Beneficial Interest 404 0.00 11,680
2021-03-08 Decker Mark Okey Jr Director / Officer M-Exempt A Common Shares of Beneficial Interest 876 0.00 28,012
2021-01-01 Olson Anne Officer A-Award A Option (right to buy) 11,024 10.45 115.2K 11,024 D
2021-01-01 Kirchmann John Officer A-Award A Option (right to buy) 6,220 10.45 65.0K 6,220 D
2021-01-01 Decker Mark Okey Jr Director / Officer A-Award A Option (right to buy) 20,239 70.64 1.43M 20,239
2020-09-24 Decker Mark Okey Jr Director / Officer P-Purchase A Common Shares of Beneficial Interest 500 62.73 31.4K 27,136
2020-06-13 TWINEM MARY J Director M-Exempt A Common Shares of Beneficial Interest 1,014 0.00 3,734
2020-06-13 Schissel John A Director D-Return D Restricted Stock Units 1,014 0.00 1,014
2020-06-13 Maxwell Terrance P Director D-Return D Restricted Stock Units 1,014 0.00 1,014
2020-06-13 Hall Linda J. Director M-Exempt A Common Shares of Beneficial Interest 1,014 0.00 6,175
2020-06-13 Green Emily Nagle Director D-Return D Restricted Stock Units 1,014 0.00 1,014
2020-06-13 Dance Michael T Director D-Return D Restricted Stock Units 1,014 0.00 1,014
2020-06-13 CAIRA JEFFREY Director M-Exempt A Common Shares of Beneficial Interest 1,437 0.00 14,826
2020-05-21 Olson Anne Officer A-Award A Common Shares of Beneficial Interest 2,369 0.00 6,268
2020-05-21 Kirchmann John Officer A-Award A Common Shares of Beneficial Interest 1,010 0.00 10,338
2020-05-21 Decker Mark Okey Jr Director / Officer F-InKind D Common Shares of Beneficial Interest 1,960 66.36 130.1K 26,636
2020-05-19 TWINEM MARY J Director A-Award A Restricted Stock Units 1,006 0.00 1,006
2020-05-19 Schissel John A Director A-Award A Restricted Stock Units 1,006 0.00 1,006
2020-05-19 Maxwell Terrance P Director A-Award A Restricted Stock Units 1,006 0.00 1,006
2020-05-19 Hall Linda J. Director A-Award A Restricted Stock Units 1,006 0.00 1,006
2020-05-19 Green Emily Nagle Director A-Award A Restricted Stock Units 1,056 0.00 1,056
2020-05-19 Dance Michael T Director A-Award A Restricted Stock Units 1,006 0.00 1,006
2020-05-19 CAIRA JEFFREY Director A-Award A Restricted Stock Units 1,845 0.00 1,845
2020-05-15 Decker Mark Okey Jr Director / Officer P-Purchase A Common Shares of Beneficial Interest 125 62.03 7.8K 1,525
2020-05-01 Olson Anne Officer M-Exempt A Common Shares of Beneficial Interest 415 0.00 4,298
2020-05-01 Kirchmann John Officer M-Exempt D Restricted Stock Units 415 0.00 0
2020-05-01 Decker Mark Okey Jr Director / Officer M-Exempt D Restricted Stock Units 812 0.00 0
2020-04-30 Olson Anne Officer M-Exempt A Common Shares of Beneficial Interest 711 0.00 3,883
2020-04-30 Kirchmann John Officer M-Exempt D Restricted Stock Units 450 0.00 449
2020-04-30 Decker Mark Okey Jr Director / Officer F-InKind D Common Shares of Beneficial Interest 372 62.63 23.3K 23,408
2020-03-16 Green Emily Nagle Director P-Purchase A Common Shares of Beneficial Interest 150 62.61 9.4K 2,335
2020-03-13 Olson Anne Officer A-Award A Restricted Stock Units 1,986 0.00 1,986
2020-03-13 Kirchmann John Officer A-Award A Restricted Stock Units 1,434 0.00 1,434
2020-03-13 Decker Mark Okey Jr Director / Officer A-Award A Restricted Stock Units 4,148 0.00 4,148
2020-03-08 Olson Anne Officer M-Exempt A Common Shares of Beneficial Interest 559 0.00 3,006
2020-03-08 Kirchmann John Officer M-Exempt A Common Shares of Beneficial Interest 404 0.00 9,010
2020-03-08 Decker Mark Okey Jr Director / Officer M-Exempt A Common Shares of Beneficial Interest 876 0.00 21,713
2019-12-31 Hall Linda J. Director I Common Shares of Beneficial Interest 0 0.00 600
2019-11-25 CAIRA JEFFREY Director A-Award A Common Shares of Beneficial Interest 49 0.00 13,389
2019-08-08 Decker Mark Okey Jr Director / Officer F-InKind D Common Shares of Beneficial Interest 313 68.84 21.5K 20,837
2019-07-20 TWINEM MARY J Director M-Exempt D Restricted Stock Units 753 0.00 0
2019-07-20 Schissel John A Director M-Exempt A Common Shares of Beneficial Interest 753 0.00 3,897
2019-07-20 Olson Anne Officer M-Exempt D Restricted Stock Units 712 0.00 1,423
2019-07-20 Maxwell Terrance P Director M-Exempt A Common Shares of Beneficial Interest 753 0.00 5,025
2019-07-20 Kirchmann John Officer M-Exempt A Common Shares of Beneficial Interest 450 0.00 8,606
2019-07-20 Hall Linda J. Director M-Exempt D Restricted Stock Units 753 0.00 0
2019-07-20 Green Emily Nagle Director M-Exempt A Common Shares of Beneficial Interest 753 0.00 2,185
2019-07-20 Decker Mark Okey Jr Director / Officer F-InKind D Common Shares of Beneficial Interest 269 1.00 269.00 21,150
2019-07-20 Dance Michael T Director M-Exempt A Common Shares of Beneficial Interest 753 0.00 3,238
2019-07-20 CAIRA JEFFREY Director M-Exempt A Common Shares of Beneficial Interest 1,224 0.00 13,340
2019-06-13 TWINEM MARY J Director A-Award A Restricted Stock Units 1,014 0.00 1,014
2019-06-13 Schissel John A Director A-Award A Restricted Stock Units 1,014 0.00 1,014
2019-06-13 Maxwell Terrance P Director A-Award A Restricted Stock Units 1,014 0.00 1,014
2019-06-13 Hall Linda J. Director A-Award A Restricted Stock Units 1,014 0.00 1,014
2019-06-13 Green Emily Nagle Director A-Award A Restricted Stock Units 1,014 0.00 1,014
2019-06-13 Dance Michael T Director A-Award A Restricted Stock Units 1,014 0.00 1,014
2019-06-13 CAIRA JEFFREY Director A-Award A Restricted Stock Units 1,437 0.00 1,437
2019-05-17 TWINEM MARY J Director A-Award A Common Shares of Beneficial Interest 116 0.00 1,967
2019-05-17 Schissel John A Director A-Award A Common Shares of Beneficial Interest 116 0.00 3,144
2019-05-17 Maxwell Terrance P Director A-Award A Common Shares of Beneficial Interest 116 0.00 4,272
2019-05-17 Hall Linda J. Director A-Award A Common Shares of Beneficial Interest 116 0.00 4,408
2019-05-17 Green Emily Nagle Director A-Award A Common Shares of Beneficial Interest 116 0.00 1,432
2019-05-17 Dance Michael T Director A-Award A Common Shares of Beneficial Interest 116 0.00 2,485
2019-05-01 Olson Anne Officer F-InKind D Common Shares of Beneficial Interest 127 59.78 7.6K 1,826
2019-05-01 Kirchmann John Officer M-Exempt A Common Shares of Beneficial Interest 416 0.00 9,246
2019-05-01 Decker Mark Okey Jr Director / Officer M-Exempt A Common Shares of Beneficial Interest 811 0.00 22,090
2019-04-30 Olson Anne Officer F-InKind D Common Shares of Beneficial Interest 252 60.28 15.2K 3,213
2019-04-30 Decker Mark Okey Jr Director / Officer A-Award A Common Shares of Beneficial Interest 1,406 0.00 20,541
2019-03-08 Olson Anne Officer A-Award A Restricted Stock Units 1,678 0.00 1,678
2019-03-08 Kirchmann John Officer A-Award A Restricted Stock Units 1,212 0.00 1,212
2019-03-08 Green Emily Nagle Director P-Purchase A Common Shares of Beneficial Interest 255 58.32 14.9K 255
2019-03-08 Decker Mark Okey Jr Director / Officer A-Award A Restricted Stock Unit 2,629 0.00 2,629
2018-12-31 TWINEM MARY J Director P-Purchase A Common Shares of Beneficial Interest 1,025 48.43 49.6K 1,851
2018-12-31 Kirchmann John Officer I Common Shares of Beneficial Interest 0 0.00 100

Executive team

Top executives
EBIT / Employee
180.3K
Shares Outstanding
16.79M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Anne Olson President, Chief Executive Officer and Secretary 600.0K 1.39M 1.10M 17.5K 3.11M 44.81%
2 2025 Bhairav Patel Executive Vice President and Chief Financial Officer 416.0K 482.4K 760.1K 17.5K 1.68M 28.78%
3 2024 Anne Olson President, Chief Executive Officer and Secretary 575.0K 1.41M 993.5K 17.3K 2.99M 47.01%
4 2024 Bhairav Patel Executive Vice President and Chief Financial Officer 400.0K 489.3K 691.1K 34.9K 1.62M 30.29%
5 2023 Mark O. Decker, Jr. Former President, Chief Executive Officer and Chief Investment Officer 130.3K 1.27M 2.16M 3.56M 35.78%
6 2023 Anne Olson President, Chief Executive Officer and Secretary 432.3K 1.01M 652.5K 116.5K 2.21M 45.64%
7 2023 Bhairav Patel Executive Vice President and Chief Financial Officer 360.5K 568.8K 522.7K 155.3K 1.61M 35.39%
8 2022 Mark O. Decker, Jr. Former President, Chief Executive Officer and Chief Investment Officer 480.0K 1.23M 282.5K 15.3K 2.01M 61.35%
9 2022 Anne Olson President, Chief Executive Officer and Secretary 380.0K 694.9K 235.5K 15.3K 1.33M 52.42%
10 2022 Bhairav Patel Executive Vice President and Chief Financial Officer 350.0K 553.4K 241.0K 47.7K 1.19M 46.42%
11 2022 John A. Kirchmann Former Executive Vice President and Chief Financial Officer 236.3K 11.4K 247.6K 0.00%
12 2021 Mark O. Decker, Jr President, Chief Executive Officer and Chief Investment Officer 470.0K 1.14M 687.6K 14.5K 2.31M 49.21%
13 2021 Mark O. Decker, Jr. Former President, Chief Executive Officer and Chief Investment Officer 470.0K 1.14M 687.6K 14.5K 2.31M 49.21%
14 2021 Anne Olson Executive Vice President, Chief Operating Officer, General Counsel, and Secretary 360.0K 618.5K 474.0K 14.5K 1.47M 42.16%
15 2021 Anne Olson President, Chief Executive Officer and Secretary 360.0K 618.5K 474.0K 14.5K 1.47M 42.16%
16 2021 John A. Kirchmann Former Executive Vice President and Chief Financial Officer 325.0K 349.1K 332.8K 14.5K 1.02M 34.18%
17 2021 John A. Kirchmann. Executive Vice President and Chief Financial Officer 325.0K 349.1K 332.8K 14.5K 1.02M 34.18%
18 2020 Mark O. Decker, Jr. Former President, Chief Executive Officer and Chief Investment Officer 470.0K 784.7K 407.3K 13.3K 1.68M 46.84%
19 2020 Mark O. Decker, Jr President, Chief Executive Officer and Chief Investment Officer 470.0K 784.7K 407.3K 13.3K 1.68M 46.84%
20 2020 Anne Olson Executive Vice President, Chief Operating Officer, General Counsel, and Secretary 360.0K 375.7K 275.5K 13.6K 1.02M 36.66%
21 2020 Anne Olson President, Chief Executive Officer and Secretary 360.0K 375.7K 275.5K 13.6K 1.02M 36.66%
22 2020 John A. Kirchmann Former Executive Vice President and Chief Financial Officer 325.0K 271.3K 201.7K 13.6K 811.5K 33.43%
23 2020 John A. Kirchmann. Executive Vice President and Chief Financial Officer 325.0K 271.3K 201.7K 13.6K 811.5K 33.43%
24 2020 J ohn A. Kirchmann Executive Vice President and Chief Financial Officer 325.0K 271.3K 13.6K 811.5K 33.43%
25 2019 Mark O. Decker, Jr. President, Chief Executive Officer and Chief Investment Officer 465.0K 570.5K 560.5K 13.8K 1.61M 35.44%
26 2019 Mark O. Decker, Jr President, Chief Executive Officer and Chief Investment Officer 465.0K 570.5K 560.5K 13.8K 1.61M 35.44%
27 2019 Anne Olson Executive Vice President, Chief Operating Officer, General Counsel, and Secretary 360.0K 364.2K 300.5K 13.8K 1.04M 35.07%
28 2019 Anne M. Olson 360.0K 364.2K 300.5K 13.8K 1.04M 35.07%
29 2019 John A. Kirchmann Executive Vice President and Chief Financial Officer 325.0K 263.1K 271.3K 19.8K 879.1K 29.92%
30 2019 John A. Kirchmann. Executive Vice President and Chief Financial Officer 325.0K 263.1K 271.3K 19.8K 879.1K 29.92%
31 2019 J ohn A. Kirchmann Executive Vice President and Chief Financial Officer 325.0K 263.1K 19.8K 879.1K 29.92%
32 2018 Mark O. Decker, Jr. President, Chief Executive Officer and Chief Investment Officer 444.1K 592.8K 509.8K 196.5K 1.67M 35.39%
33 2018 Mark O. Decker, Jr President, Chief Executive Officer and Chief Investment Officer 300.5K 445.1K 16.6K 1.10M 40.47%
34 2018 Anne M. Olson Chief Operating Officer, Executive Vice President, General Counsel, and Secretary 325.0K 399.4K 261.2K 22.9K 1.01M 39.60%
35 2018 John A. Kirchmann Chief Financial Officer and Executive Vice President 325.0K 399.4K 238.2K 40.0K 1.00M 39.83%
36 2018 Anne Olson Executive Vice President, Chief Operating Officer, General Counsel, and Secretary 238.4K 360.9K 18.7K 809.6K 44.57%
37 2018 J ohn A. Kirchmann Executive Vice President and Chief Financial Officer 220.0K 228.0K 16.1K 637.2K 35.79%
38 2018 Andrew Martin Former Executive Vice President– Property Operations 223.0K 170.8K 183.4K 21.8K 599.0K 28.52%
39 2018 Ted E. Holmes Former Executive Vice President and Chief Financial Officer 68.3K 348.2K 416.4K 0.00%
40 2017 Timothy P. Mihalick Former President and Chief Executive Officer 444.1K 415.9K 1.13M 1.99M 20.91%
41 2017 Diane K. Bryantt Former Executive Vice President and Chief Operating Officer 315.0K 206.5K 399.9K 921.4K 22.41%
42 2017 Mark O. Decker, Jr. President, Chief Executive Officer and Chief Investment Officer 281.1K 502.0K 83.9K 19.6K 886.6K 56.62%
43 2017 Mark W. Reiling Former Executive Vice President and Chief Investment Officer 71.7K 172.1K 269.3K 513.1K 33.54%
44 2017 Andrew Martin Former Executive Vice President– Property Operations 218.9K 143.5K 65.7K 15.3K 443.4K 32.37%
45 2017 Andrew Martin Executive Vice President– Property Operations 218.9K 143.5K 65.7K 15.3K 443.4K 32.37%
46 2017 Ted E. Holmes Former Executive Vice President and Chief Financial Officer 242.3K 150.8K 23.8K 416.9K 36.17%
47 2017 Nancy B. Andersen Senior Vice President and Principal Accounting Officer 191.0K 27.0K 46.6K 14.1K 278.8K 16.73%
48 2016 Timothy P. Mihalick Former President and Chief Executive Officer 461.1K 1.30M 42.3K 1.81M 72.15%
49 2016 Timothy P. Mihalick President and Chief Executive Officer 461.1K 1.30M 42.3K 1.81M 72.15%
50 2016 Diane K. Bryantt Former Executive Vice President and Chief Operating Officer 327.1K 647.7K 34.3K 1.01M 64.18%
51 2016 Diane K. Bryantt Executive Vice President and Chief Operating Officer 327.1K 647.7K 34.3K 1.01M 64.18%
52 2016 Mark W. Reiling Executive Vice President and Chief Investment Officer 271.9K 539.8K 33.8K 845.5K 63.84%
53 2016 Mark W. Reiling Former Executive Vice President and Chief Investment Officer 271.9K 539.8K 33.8K 845.5K 63.84%
54 2016 Michael A. Bosh Executive Vice President and General Counsel 256.6K 509.4K 34.1K 800.2K 63.66%
55 2016 Ted E. Holmes Executive Vice President and Chief Financial Officer 238.8K 472.9K 34.5K 746.3K 63.37%
56 2016 Ted E. Holmes Former Executive Vice President and Chief Financial Officer 238.8K 472.9K 34.5K 746.3K 63.37%
57 2015 Timothy P. Mihalick President and Chief Executive Officer 442.6K 358.5K 424.1K 35.8K 1.26M 28.43%
58 2015 Timothy P. Mihalick Former President and Chief Executive Officer 442.6K 358.5K 424.1K 35.8K 1.26M 28.43%
59 2015 Diane K. Bryantt Former Executive Vice President and Chief Operating Officer 284.4K 269.5K 187.5K 33.8K 775.3K 34.77%
60 2015 Diane K. Bryantt Executive Vice President and Chief Operating Officer 284.4K 269.5K 187.5K 33.8K 775.3K 34.77%
61 2015 Mark W. Reiling Former Executive Vice President and Chief Investment Officer 248.3K 212.5K 119.4K 33.7K 613.8K 34.62%
62 2015 Mark W. Reiling Executive Vice President and Chief Investment Officer 248.3K 212.5K 119.4K 33.7K 613.8K 34.62%
63 2015 Michael A. Bosh Executive Vice President and General Counsel 235.2K 200.5K 112.7K 33.6K 581.9K 34.46%
64 2015 Ted E. Holmes Executive Vice President and Chief Financial Officer 203.3K 169.2K 133.3K 26.8K 532.6K 31.76%
65 2015 Ted E. Holmes Former Executive Vice President and Chief Financial Officer 203.3K 169.2K 133.3K 26.8K 532.6K 31.76%
66 2014 Timothy P. Mihalick President and Chief Executive Officer 415.0K 415.0K 390.1K 30.1K 1.25M 33.19%
67 2014 Thomas A. Wentz, Jr. Executive Vice President and Chief Operating Officer 360.0K 237.6K 19.5K 923.1K 0.00%
68 2014 Diane K. Bryantt Executive Vice President and Chief Financial Officer 261.5K 172.6K 31.5K 687.8K 0.00%
69 2014 Diane K. Bryantt Executive Vice President and Chief Operating Officer 261.5K 222.3K 172.6K 31.5K 687.8K 32.32%
70 2014 Michael A. Bosh Executive Vice President and General Counsel 220.5K 165.4K 103.6K 30.6K 520.1K 31.79%
71 2014 Mark W. Reiling Executive Vice President and Chief Investment Officer 215.0K 161.3K 101.1K 31.5K 508.8K 31.69%
72 2014 Mark W. Reiling Executive Vice President of Asset Management 215.0K 101.1K 31.5K 508.8K 0.00%
73 2013 Timothy P. Mihalick President and Chief Executive Officer 387.6K 410.4K 31.5K 829.5K 0.00%
74 2013 Thomas A. Wentz, Jr. Executive Vice President and Chief Operating Officer 341.1K 253.1K 19.7K 613.9K 0.00%
75 2013 Diane K. Bryantt Executive Vice President and Chief Financial Officer 248.8K 184.6K 30.4K 463.8K 0.00%
76 2013 Michael A. Bosh Executive Vice President and General Counsel 209.9K 111.2K 30.3K 351.4K 0.00%
77 2013 Mark W. Reiling Executive Vice President of Asset Management 156.8K 87.8K 10.7K 255.2K 0.00%
78 2012 Timothy P. Mihalick President and Chief Executive Officer 388.7K 124.0K 29.7K 615.1K 0.00%
79 2012 Thomas A. Wentz, Jr. Executive Vice President and Chief Operating Officer 332.9K 106.1K 19.2K 520.3K 0.00%
80 2012 Thomas A. Wentz, Jr. Senior Vice President and Chief Operating Officer 332.9K 106.1K 19.2K 520.3K 0.00%
81 2012 Diane K. Bryantt Executive Vice President and Chief Financial Officer 240.0K 77.4K 28.8K 391.5K 0.00%
82 2012 Diane K. Bryantt Senior Vice President and Chief Financial Officer 240.0K 77.4K 28.8K 391.5K 0.00%
83 2012 Michael A. Bosh Senior Vice President and General Counsel 202.3K 65.3K 29.2K 335.0K 0.00%
84 2012 Michael A. Bosh Executive Vice President and General Counsel 202.3K 65.3K 29.2K 335.0K 0.00%
85 2012 Charles A. Greenberg Senior Vice President, Commercial Asset Management 172.0K 55.5K 28.5K 288.5K 0.00%
86 2011 Timothy P. Mihalick President and Chief Executive Officer 386.8K 103.8K 32.2K 618.7K 0.00%
87 2011 Thomas A. Wentz, Jr. Senior Vice President and Chief Operating Officer 330.8K 88.8K 19.4K 521.0K 0.00%
88 2011 Diane K. Bryantt Senior Vice President and Chief Financial Officer 239.7K 64.2K 29.2K 392.4K 0.00%
89 2011 Michael A. Bosh Senior Vice President and General Counsel 203.6K 54.6K 27.6K 336.3K 0.00%
90 2011 Charles A. Greenberg . Senior Vice President, Commercial Asset Management 173.0K 46.4K 25.3K 287.7K 0.00%
91 2011 Charles A. Greenberg Senior Vice President, Commercial Asset Management 173.0K 46.4K 25.3K 287.7K 0.00%
92 2010 Timothy P. Mihalick President and Chief Executive Officer 364.0K 47.5K 26.9K 481.6K 0.00%
93 2010 Thomas A. Wentz, Jr. Senior Vice President and Chief Operating Officer 307.8K 40.6K 18.2K 403.6K 0.00%
94 2010 Thomas A. Wentz, Sr. Former President and Chief Executive Officer 234.9K 17.2K 24.7K 292.5K 0.00%
95 2010 Diane K. Bryantt Senior Vice President and Chief Financial Officer 209.1K 28.1K 26.5K 289.3K 0.00%
96 2010 Michael A. Bosh Senior Vice President and General Counsel 182.2K 25.0K 24.4K 254.4K 0.00%
97 2010 Charles A. Greenberg Senior Vice President, Commercial Asset Management 158.1K 21.3K 22.8K 221.5K 0.00%
98 2010 Charles A. Greenberg . Senior Vice President, Commercial Asset Management 158.1K 21.3K 22.8K 221.5K 0.00%
99 2009 Timothy P. Mihalick Senior Vice President and Chief Operating Officer, and Trustee 345.2K 41.9K 29.3K 458.3K 0.00%
100 2009 Timothy P. Mihalick President and Chief Executive Officer 345.2K 41.9K 25.8K 446.4K 0.00%
101 2009 Thomas A. Wentz, Jr. Senior Vice President and Trustee 287.5K 34.9K 19.0K 376.3K 0.00%
102 2009 Thomas A. Wentz, Jr. Senior Vice President and Chief Operating Officer 287.5K 34.9K 18.2K 368.5K 0.00%
103 2009 Thomas A. Wentz, Sr. President and Chief Executive Officer 275.2K 33.4K 25.1K 367.2K 0.00%
104 2009 Thomas A. Wentz, Sr. Former President and Chief Executive Officer 275.2K 33.4K 25.1K 360.5K 0.00%
105 2009 Diane K. Bryantt Senior Vice President and Chief Financial Officer 176.4K 21.7K 23.6K 239.0K 0.00%
106 2009 Michael A. Bosh Senior Vice President, General Counsel and Secretary 159.3K 19.6K 22.1K 220.6K 0.00%
107 2009 Michael A. Bosh Senior Vice President and General Counsel 159.3K 19.6K 22.1K 216.6K 0.00%
108 2008 Timothy P. Mihalick Senior Vice President and Chief Operating Officer, and Trustee 315.0K 47.0K 29.8K 391.8K 0.00%
109 2008 Timothy P. Mihalick President and Chief Executive Officer 315.0K 47.0K 26.1K 388.2K 0.00%
110 2008 Thomas A. Wentz, Jr. Senior Vice President and Trustee 262.5K 39.2K 20.0K 321.7K 0.00%
111 2008 Thomas A. Wentz, Jr. Senior Vice President and Chief Operating Officer 262.5K 39.2K 18.7K 320.4K 0.00%
112 2008 Thomas A. Wentz, Sr. Former President and Chief Executive Officer 238.3K 35.6K 25.7K 299.6K 0.00%
113 2008 Thomas A. Wentz, Sr. President and Chief Executive Officer 238.3K 35.6K 25.7K 299.6K 0.00%
114 2008 Diane K. Bryantt Senior Vice President and Chief Financial Officer 159.7K 23.8K 23.3K 206.8K 0.00%
115 2008 Michael A. Bosh Senior Vice President and General Counsel 144.0K 21.5K 21.8K 187.3K 0.00%
116 2008 Michael A. Bosh Senior Vice President, General Counsel and Secretary 144.0K 21.5K 21.8K 187.3K 0.00%
117 2007 Michael A. Bosh General Counsel and Corporate Secretary 12.97M 3.76M 1.79M 18.52M 0.00%
118 2007 Timothy P. Mihalick Senior Vice President and Chief Operating Officer, and Trustee 284.0K 82.4K 30.9K 397.4K 0.00%
119 2007 Thomas A. Wentz, Jr. Senior Vice President and Trustee 233.3K 68.7K 18.4K 320.4K 0.00%
120 2007 Thomas A. Wentz, Sr. President and Chief Executive Officer 213.3K 60.5K 20.8K 294.6K 0.00%
121 2007 Diane K. Bryantt Senior Vice President and Chief Financial Officer 144.7K 41.8K 19.0K 205.4K 0.00%
122 2007 Michael A. Bosh Senior Vice President, General Counsel and Secretary 129.7K 37.6K 17.9K 185.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2025-04-22 DEFA14A
2025-04-04 DEFA14A
2025-04-04 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 10-Q
2026-04-29 SC 13G
2026-04-06 SC 13G
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2026-04-03 ARS
2026-04-02 4
2026-04-02 4
2026-04-01 SC 13G

Executive team

NameTitleCompensationGender
Anne Olson President, Chief Executive Officer, Secretary & Executive Trustee 2M female
Bhairav Patel Executive Vice President & Chief Financial Officer 1M male
Brad Abel Senior Vice President of Information Technology male
Emily Miller Investor Relations female
Grant Campbell Senior Vice President of Investments & Capital Markets male
Jean Denn Senior Vice President of Operations female
Joe McComish Vice President of Finance male
Joshua Klaetsch Head of Investor Relations male
Julie Ellis Senior Vice President & Chief Accounting Officer female
Julie Letner Senior Vice President of Talent & Culture female
Kelly Weber Senior VP & Chief Administrative Officer female
Susan Picotte Senior Vice President of Asset Management & Operations Support female
ESG Rating
C+
REIT - RESIDENTIAL
2018
E (Environmental)
62.7 / 66.6
Company / Sector avg.
S (Social)
70.3 / 64.9
Company / Sector avg.
G (Governance)
79.3 / 67.8
Company / Sector avg.
ESG Total
70.7 / 66.4
Company / Sector avg.
ESG Score History REIT - RESIDENTIAL
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)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits