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CTO Realty Growth, Inc. (CTO)

USD21.58 +0.14 (+0.65%)
US NYSE Real Estate REIT - Diversified
Address 1140 North Williamson Boulevard 32114
Winter Park, FL, US
CEO John Albright
IPO 1980-03-17
CIK 23795 ISIN US22948Q1013

Explore sections of this company profile

Also trades on New York Stock Exchange · CTO (USD) New York Stock Exchange · CTO-PA (USD)
Description

CTO Realty Growth, Inc., a publicly traded real estate enterprise headquartered in Florida, manages a diverse portfolio of income-generating properties. These assets span various markets throughout the United States, collectively encompassing around 2.4 million square feet. The company also holds a substantial stake, approximately 23.5%, in Alpine Income Property Trust, Inc., which is a publicly listed net lease real estate investment trust trading under the ticker PINE on the NYSE.

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
USD21.58 +0.14 (+0.65%)
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Volume Profile
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Liquidity & share structure
Average Volume
358.3K
Beta
0.65
Float Shares
32.14M
Free Float %
95.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.44% +1.08% +1.48% +5.49% +13.66% +11.62% +11.56% +28.68% +12.42% +57.35% +943.15%
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 (10 ratings, all time) Buy
Price Targets & DCF
Current price
21.58
Low 20.00 -7.3%
Consensus 21.50 -0.4%
Median 21.50 -0.4%
High 23.00 +6.6%
DCF (Unlevered) 106.87 +395.2%
DCF (Levered) 52.45 +143.1%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 -1
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
23.00
+6.6%
Last Year 3
21.67
+0.4%
All Time 10
23.97
+11.1%
Quality scores
Altman Z-Score
1.18
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 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
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +20.1% Q1'26: +15.0% (vs Q1'25)
  • EPS growth
    +122.8% Q1'26: +1,200.0% (vs Q1'25)
  • FCF margin
    Q1'26: +35.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +32.0% (vs Q1'25)
  • ROIC
    Q1'26: +4.5% (vs Q1'25)
  • Share dilution
    +27.1% Q1'26: +2.9% (vs Q1'25)
  • Debt / EBITDA
    6.33× Q1'26: 5.57× (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 (0.66) × ERP
WACC = 52% × Ke + 48% × Kd (4.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 106.87 Current price: 21.58
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 2009
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
3 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
17.16M
est: 42.14M (-59.3%)
71.07M
est: 61.11M (+16.3%)
91.41M
est: 88.06M (+3.8%)
86.69M
est: 89.18M (-2.8%)
44.94M
est: 55.41M (-18.9%)
56.38M
est: 51.99M (+8.4%)
70.27M
est: 56.36M (+24.7%)
82.32M
est: 80.93M (+1.7%)
109.12M
est: 112.53M (-3.0%)
124.52M
est: 122.11M (+2.0%)
149.55M
est: 149.12M (+0.3%)
166.73M
163.96M – 170.44M
+11.8% YoY
176.07M
173.14M – 179.99M
+5.6% YoY
238.26M
234.30M – 243.56M
+35.3% YoY
EBITDA
4.02M
est: 5.94M (-32.4%)
34.94M
est: 37.31M (-6.4%)
19.94M
est: 52.09M (-61.7%)
47.08M
est: 63.36M (-25.7%)
26.10M
est: 33.83M (-22.9%)
24.46M
est: -164.75M (+114.8%)
55.79M
est: 34.41M (+62.1%)
46.56M
est: 49.41M (-5.8%)
71.70M
est: 73.61M (-2.6%)
75.03M
est: 79.88M (-6.1%)
97.48M
est: 97.55M (-0.1%)
109.07M
107.26M – 111.50M
+11.8% YoY
115.18M
113.27M – 117.75M
+5.6% YoY
155.87M
153.28M – 159.34M
+35.3% YoY
EBIT
1.24M
est: 1.48M (-15.9%)
36.62M
est: 13.98M (+161.9%)
7.27M
est: 38.20M (-81.0%)
30.94M
est: 51.65M (-40.1%)
12.68M
est: 41.14M (-69.2%)
5.39M
est: 25.31M (-78.7%)
35.20M
est: 12.90M (+173.0%)
17.71M
est: 18.52M (-4.4%)
27.52M
est: 29.23M (-5.9%)
9.98M
est: 31.72M (-68.5%)
37.47M
est: 38.74M (-3.3%)
43.32M
42.60M – 44.28M
+11.8% YoY
45.74M
44.98M – 46.76M
+5.6% YoY
61.90M
60.87M – 63.28M
+35.3% YoY
Net Income
800.6K
est: 1.19M (-32.8%)
16.25M
est: 27.60M (-41.1%)
41.72M
est: 56.16M (-25.7%)
37.17M
est: 29.72M (+25.0%)
114.97M
est: 130.32M (-11.8%)
78.51M
est: -256.72M (+130.6%)
29.94M
est: 566.10M (-94.7%)
3.16M
est: 705.43M (-99.6%)
5.53M
est: 18.02M (-69.3%)
-1.97M
est: 11.27M (-117.4%)
10.09M
est: -23.01M (+143.9%)
14.59M
14.22M – 14.95M
+163.4% YoY
18.58M
18.11M – 19.05M
+27.4% YoY
— – —
-100.0% YoY
SGA
5.74M
est: 8.17M (-29.6%)
10.30M
est: 9.23M (+11.6%)
10.25M
est: 10.83M (-5.3%)
9.79M
est: 7.97M (+22.8%)
9.36M
est: 12.24M (-23.6%)
10.14M
est: 7.85M (+29.2%)
11.05M
est: 8.51M (+29.8%)
12.90M
est: 12.22M (+5.6%)
14.25M
est: 15.73M (-9.4%)
16.27M
est: 17.07M (-4.7%)
18.53M
est: 20.85M (-11.1%)
23.31M
22.92M – 23.83M
+11.8% YoY
24.62M
24.21M – 25.16M
+5.6% YoY
33.31M
32.76M – 34.05M
+35.3% YoY
EPS
0.05
est: 0.25 (-81.3%)
0.95
est: 1.09 (-12.6%)
2.51
est: 2.74 (-8.5%)
2.25
est: 2.20 (+2.1%)
1.11
est: 7.30 (-84.8%)
5.56
est: 3.53 (+57.7%)
1.56
est: 1.52 (+2.4%)
-0.09
est: 0.13 (-168.8%)
0.03
est: 0.56 (-94.0%)
-0.35
est: 0.35 (-200.0%)
0.08
est: -0.71 (+111.3%)
0.45
0.44 – 0.46
+163.4% YoY
0.57
0.56 – 0.59
+27.4% YoY
— – —
-100.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-30 Cantor Fitzgerald Overweight Overweight Maintain
2026-04-29 Jones Trading Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-27 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-26 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-22 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-21 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-20 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-19 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-18 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-15 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-14 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-13 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-12 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-11 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-08 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-07 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-06 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-05 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-04 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-05-01 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-30 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-29 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-28 B- 3/5 5/5 2/5 3/5 1/5 1/5 3/5
2026-04-27 B 3/5 5/5 2/5 3/5 2/5 1/5 3/5
2026-04-24 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-23 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-22 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-21 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-20 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-17 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-16 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5
2026-04-15 B 3/5 5/5 2/5 4/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
68.96M
OE per share TTM
2.11
Owner's Yield
10.32%
Maintenance CapEx ratio
0.25%
Maint CapEx / Avg PPE
0.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
200
Total invested
388.37M
Insider transactions (90d)
0
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Consolidated-Tomoka Land Co. 2.04M 25.80% 2.04M 2.04M CO 2020-05-01
2 CTO Realty Growth, Inc. 2.04M 23.50% 2.04M 2.04M CO 2020-12-16
3 Wintergreen Advisers, LLC 1.54M 26.30% 1.54M 1.54M IA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON 2015-02-12
4 Wintergreen Fund, Inc. 1.23M 21.00% 1.23M 1.23M IV NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON 2015-02-12
5 (1)Names of reporting persons. BlackRock, Inc. 538.2K 9.00% 524.0K 538.2K HC Delaware 2022-02-04
6 (1) BlackRock, Inc. 463.5K 7.80% 456.5K 463.5K HC Delaware 2021-01-29
7 Tabacinic 389.4K 6.50% 389.4K 389.4K IN British Virgin Islands 2022-02-17
8 Invest Ltd. 377.0K 6.30% 377.0K 377.0K CO British Virgin Islands 2022-02-17
9 BlackRock for purposes of Schedule 13G filings. 336.6K 5.88% 336.6K 336.6K HC Delaware 2010-01-29
10 PICO Holdings, Inc. 310.0K 5.42% HC California 2010-01-07
11 Forward Management, LLC 289.7K 4.90% 289.7K 289.7K IA Delaware 2018-03-08
12 Salient Select Income Fund 289.7K 4.90% 289.7K 289.7K IV Delaware 2018-03-08
13 The Vanguard Group - 23-1945930 269.0K 5.45% 4.2K 264.7K 4.2K IA Pennsylvania 2020-02-11
14 (EIN 01-0690900) 258.4K 4.39% 258.4K 258.4K IA Third Avenue Management LLC  is a 2014-07-10
15 Dubuque Bank & Trust Co trading as DBTCO, Nominee Name 168.7K 5.62% 168.7K 168.7K BK Citizenship or Place of Organization 2023-02-07
16 Russell Investments Group, Ltd. 155.5K 2.61% 155.5K HC Seattle, WA USA 2021-04-07
17 V3 Realty Partners, L.P. 46.8K 0.90% 46.8K 46.8K PN Delaware 2019-07-26
18 MT Family Trust 12.4K 0.20% 12.4K 12.4K OO British Virgin Islands 2022-02-17
19 Family Trust 10.0K 0.20% 10.0K 10.0K OO Delaware 2020-08-18
20 Opportunitas Fund plc 6.4K 0.11% 6.4K 6.4K 10.00 CO Ireland 2006-09-26

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
200
-2 vs prev Q
New positions
30
Closed positions
31
Increased
101
Reduced
53
Put/Call ratio
0.00
Calls held
70.6K
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. 22.7K +22.7K (+100.0%) 418.00M +418.0M (+100.0%) 0.07% +0.070 pp 0.00% +0.001 pp USD18.41 +0.0% 1 qtrs NEW
2 16.9K +16.9K (+100.0%) 311.31M +311.3M (+100.0%) 0.05% +0.052 pp 0.12% +0.123 pp USD18.41 +0.0% 1 qtrs NEW
3 VANGUARD GROUP INC 3.17M +26.8K (+0.9%) 58.29M +7.1M (+13.9%) 9.70% +0.090 pp 0.00% +0.000 pp USD18.63 -1.2% 20 qtrs
4 BLACKROCK, INC. 3.09M +122.8K (+4.1%) 56.80M +8.5M (+17.6%) 9.45% +0.384 pp 0.00% +0.000 pp USD18.85 -2.3% 6 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 814.3K +13.6K (+1.7%) 14.99M +1.9M (+14.9%) 2.49% +0.044 pp 0.00% +0.000 pp USD16.91 +8.9% 21 qtrs
6 HEITMAN REAL ESTATE SECURITIES LLC 708.9K -78.0K (-9.9%) 13.05M +224.6K (+1.8%) 2.17% -0.237 pp 0.92% +0.042 pp USD17.98 +2.4% 13 qtrs
7 STATE STREET CORP 677.7K -14.4K (-2.1%) 12.48M +1.2M (+10.6%) 2.08% -0.042 pp 0.00% +0.000 pp USD18.49 -0.4% 20 qtrs
8 CUTLER CAPITAL MANAGEMENT, LLC 663.5K -1.4K (-0.2%) 12.22M +1.4M (+12.7%) 2.03% -0.003 pp 3.56% +0.106 pp USD17.36 +6.0% 14 qtrs
9 GRACE & WHITE INC /NY 591.8K -23.8K (-3.9%) 10.90M +860.6K (+8.6%) 1.81% -0.071 pp 1.94% +0.172 pp USD18.76 -1.9% 20 qtrs
10 INVESCO LTD. 562.6K -101.7K (-15.3%) 10.36M -470.3K (-4.3%) 1.72% -0.310 pp 0.00% 0.000 pp USD18.68 -1.4% 20 qtrs
11 MORGAN STANLEY 471.8K -27.2K (-5.5%) 8.69M +551.7K (+6.8%) 1.44% -0.082 pp 0.00% +0.000 pp USD18.09 +1.8% 20 qtrs
12 INGALLS & SNYDER LLC 469.9K -4.4K (-0.9%) 8.65M +920.0K (+11.9%) 1.44% -0.012 pp 0.32% +0.065 pp USD17.16 +7.3% 20 qtrs
13 APG ASSET MANAGEMENT US INC. 460.0K +— (+0.0%) 8.47M +1.0M (+13.5%) 1.41% +0.001 pp 0.07% +0.011 pp USD19.60 -6.1% 5 qtrs
14 MILLER VALUE PARTNERS, LLC 434.1K +5.0K (+1.2%) 7.99M +997.5K (+14.3%) 1.33% +0.016 pp 2.82% +0.246 pp USD19.37 -5.0% 17 qtrs
15 LSV ASSET MANAGEMENT 427.7K -110.6K (-20.5%) 7.87M -900.0K (-10.3%) 1.31% -0.337 pp 0.02% -0.002 pp USD19.71 -6.6% 18 qtrs
16 DIMENSIONAL FUND ADVISORS LP 418.8K +11.3K (+2.8%) 7.71M +1.1M (+16.1%) 1.28% +0.036 pp 0.00% +0.000 pp USD17.59 +4.7% 20 qtrs
17 TWO SIGMA INVESTMENTS, LP 409.6K +255.9K (+166.6%) 7.54M +5.0M (+201.1%) 1.25% +0.784 pp 0.01% +0.007 pp USD18.46 -0.3% 20 qtrs
18 LEEWARD INVESTMENTS, LLC - MA 367.1K -1.7K (-0.5%) 6.76M +746.6K (+12.4%) 1.12% -0.004 pp 0.34% +0.035 pp USD19.40 -5.1% 5 qtrs
19 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 346.8K +10.2K (+3.0%) 6.38M +898.7K (+16.4%) 1.06% +0.032 pp 0.01% +0.001 pp USD19.07 -3.5% 7 qtrs
20 KENNEDY CAPITAL MANAGEMENT LLC 326.6K +1.1K (+0.3%) 6.01M +706.5K (+13.3%) 1.00% +0.004 pp 0.13% +0.010 pp USD18.15 +1.4% 20 qtrs
21 TWO SIGMA ADVISERS, LP 312.7K +72.2K (+30.0%) 5.76M +1.8M (+46.9%) 0.96% +0.222 pp 0.01% +0.003 pp USD18.56 -0.8% 20 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 292.7K +15.9K (+5.7%) 5.39M +876.8K (+19.4%) 0.90% +0.049 pp 0.00% +0.000 pp USD18.97 -3.0% 20 qtrs
23 STATE OF NEW JERSEY COMMON PENSION FUND D 289.1K +40.0K (+16.1%) 5.32M +1.3M (+31.1%) 0.89% +0.123 pp 0.02% +0.004 pp USD18.05 +2.0% 12 qtrs
24 NORTHERN TRUST CORP 254.2K -19.9K (-7.3%) 4.68M +212.4K (+4.8%) 0.78% -0.060 pp 0.00% +0.000 pp USD17.80 +3.4% 20 qtrs
25 RUSSELL INVESTMENTS GROUP, LTD. 216.3K -11.1K (-4.9%) 3.98M +275.8K (+7.4%) 0.66% -0.033 pp 0.00% +0.000 pp USD17.99 +2.3% 20 qtrs
26 RENAISSANCE TECHNOLOGIES LLC 210.5K +33.3K (+18.8%) 3.88M +986.4K (+34.1%) 0.64% +0.102 pp 0.01% +0.002 pp USD17.24 +6.8% 20 qtrs
27 TRUVESTMENTS CAPITAL LLC 197.9K -4.1K (-2.1%) 3.64M +349.9K (+10.6%) 0.61% -0.012 pp 0.66% +0.067 pp USD18.57 -0.9% 16 qtrs
28 BOSTON PARTNERS 194.7K -35.8K (-15.5%) 3.59M -173.5K (-4.6%) 0.60% -0.109 pp 0.00% 0.000 pp USD18.62 -1.1% 20 qtrs
29 UBS GROUP AG 182.7K +4.5K (+2.5%) 3.36M +458.0K (+15.8%) 0.56% +0.014 pp 0.00% +0.000 pp USD19.51 -5.6% 20 qtrs
30 BANK OF NEW YORK MELLON CORP 162.5K +15.7K (+10.7%) 2.99M +598.8K (+25.0%) 0.50% +0.049 pp 0.00% +0.000 pp USD18.20 +1.2% 20 qtrs
31 AQR CAPITAL MANAGEMENT LLC 155.6K +88.7K (+132.8%) 2.86M +1.8M (+162.9%) 0.48% +0.272 pp 0.00% +0.001 pp USD17.95 +2.6% 20 qtrs
32 RAYMOND JAMES FINANCIAL INC 155.3K -43.9K (-22.0%) 2.86M -387.5K (-11.9%) 0.48% -0.134 pp 0.00% 0.000 pp USD19.38 -5.0% 5 qtrs
33 BARCLAYS PLC 145.3K +89.4K (+159.9%) 2.67M +1.6M (+151.5%) 0.45% +0.274 pp 0.00% +0.000 pp USD18.50 -0.5% 16 qtrs
34 GOLDMAN SACHS GROUP INC 134.8K -32.0K (-19.2%) 2.48M -237.8K (-8.7%) 0.41% -0.098 pp 0.00% +0.000 pp USD18.06 +1.9% 20 qtrs
35 MAN GROUP PLC 134.3K -48.7K (-26.6%) 2.47M -510.5K (-17.1%) 0.41% -0.149 pp 0.00% -0.001 pp USD18.17 +1.3% 13 qtrs
36 JPMORGAN CHASE & CO 133.5K -7.3K (-5.2%) 2.46M +162.8K (+7.1%) 0.41% -0.022 pp 0.00% +0.000 pp USD18.25 +0.9% 20 qtrs
37 EXCHANGE TRADED CONCEPTS, LLC 120.9K -1.3K (-1.1%) 2.23M +234.0K (+11.7%) 0.37% -0.004 pp 0.02% +0.000 pp USD17.10 +7.7% 8 qtrs
38 BANK OF AMERICA CORP /DE/ 109.7K +6.6K (+6.4%) 2.02M +339.4K (+20.2%) 0.34% +0.021 pp 0.00% +0.000 pp USD17.59 +4.7% 20 qtrs
39 SUMMITTX CAPITAL, L.P. 107.0K -78.0K (-42.1%) 1.97M -1.0M (-34.7%) 0.33% -0.238 pp 0.06% -0.065 pp USD16.30 +12.9% 2 qtrs
40 LOS ANGELES CAPITAL MANAGEMENT LLC 110.1K -27.2K (-19.8%) 1.84M -395.6K (-17.7%) 0.34% -0.083 pp 0.01% -0.001 pp USD18.29 +0.7% 6 qtrs
41 JANE STREET GROUP, LLC 95.6K +78.2K (+449.5%) 1.76M +1.5M (+520.6%) 0.29% +0.240 pp 0.00% +0.000 pp USD18.50 -0.5% 9 qtrs
42 FJ CAPITAL MANAGEMENT LLC 89.7K +89.7K (+100.0%) 1.65M +1.7M (+100.0%) 0.27% +0.275 pp 0.18% +0.182 pp USD18.41 +0.0% 1 qtrs NEW
43 DEUTSCHE BANK AG\ 84.6K +4.3K (+5.3%) 1.56M +247.9K (+18.9%) 0.26% +0.013 pp 0.00% +0.000 pp USD17.08 +7.8% 20 qtrs
44 PENSERRA CAPITAL MANAGEMENT LLC 65.3K +5.8K (+9.7%) 1.20M +232.0K (+23.9%) 0.20% +0.018 pp 0.01% +0.003 pp USD18.03 +2.1% 13 qtrs
45 PINNACLE ASSOCIATES LTD 63.3K +12.5K (+24.6%) 1.17M +337.3K (+40.7%) 0.19% +0.038 pp 0.02% +0.004 pp USD17.49 +5.3% 11 qtrs
46 NUVEEN, LLC 62.9K -2.5K (-3.8%) 1.16M +92.1K (+8.6%) 0.19% -0.008 pp 0.00% +0.000 pp USD19.19 -4.1% 4 qtrs
47 US BANCORP \DE\ 61.8K -269.0 (-0.4%) 1.14M +126.0K (+12.5%) 0.19% -0.001 pp 0.00% +0.000 pp USD16.95 +8.6% 20 qtrs
48 LDR CAPITAL MANAGEMENT LLC 60.6K -9.1K (-13.1%) 1.12M -21.0K (-1.8%) 0.19% -0.028 pp 1.55% -0.123 pp USD18.88 -2.5% 7 qtrs
49 PRICE T ROWE ASSOCIATES INC /MD/ 53.5K +2.5K (+4.9%) 985.0K +153.0K (+18.4%) 0.16% +0.008 pp 0.00% +0.000 pp USD17.81 +3.4% 20 qtrs
50 EXODUSPOINT CAPITAL MANAGEMENT, LP 52.4K -25.6K (-32.8%) 964.1K -306.7K (-24.1%) 0.16% -0.078 pp 0.01% -0.005 pp USD16.30 +12.9% 2 qtrs
51 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 51.6K +51.6K (+100.0%) 949.0K +949.0K (+100.0%) 0.16% +0.158 pp 0.00% +0.001 pp USD18.41 +0.0% 1 qtrs NEW
52 QUANTINNO CAPITAL MANAGEMENT LP 49.9K +24.2K (+94.4%) 919.1K +500.5K (+119.6%) 0.15% +0.074 pp 0.00% +0.001 pp USD17.60 +4.6% 3 qtrs
53 NAPLES GLOBAL ADVISORS, LLC 48.0K -2.5K (-4.9%) 884.4K +60.6K (+7.4%) 0.15% -0.008 pp 0.07% +0.002 pp USD18.36 +0.3% 19 qtrs
54 HIGHTOWER ADVISORS, LLC 45.3K +514.0 (+1.1%) 833.6K +103.9K (+14.2%) 0.14% +0.002 pp 0.00% +0.000 pp USD19.35 -4.9% 5 qtrs
55 ALPHACENTRIC ADVISORS LLC 45.0K +45.0K (+100.0%) 828.5K +828.5K (+100.0%) 0.14% +0.138 pp 0.83% +0.826 pp USD18.41 +0.0% 1 qtrs NEW
56 RHUMBLINE ADVISERS 43.5K -7.8K (-15.2%) 800.3K -34.9K (-4.2%) 0.13% -0.024 pp 0.00% +0.000 pp USD17.31 +6.4% 21 qtrs
57 NOMURA ASSET MANAGEMENT CO LTD 42.9K +— (+0.0%) 789.8K +90.5K (+12.9%) 0.13% +0.000 pp 0.00% +0.000 pp USD18.23 +1.0% 19 qtrs
58 VERSOR INVESTMENTS LP 41.0K +28.4K (+225.4%) 754.8K +549.4K (+267.5%) 0.13% +0.087 pp 0.12% +0.080 pp USD17.76 +3.7% 2 qtrs
59 ASSET MANAGEMENT ONE CO., LTD. 40.0K -36.8K (-47.9%) 728.2K -524.0K (-41.8%) 0.12% -0.113 pp 0.00% -0.002 pp USD17.71 +4.0% 20 qtrs
60 CROSSINGBRIDGE ADVISORS, LLC 45.0K -223.1K (-83.2%) 717.3K -3.6M (-83.2%) 0.14% -0.683 pp 0.20% -1.985 pp USD17.04 +8.0% 8 qtrs
61 GAMCO INVESTORS, INC. ET AL 38.9K +— (+0.0%) 716.5K +82.1K (+12.9%) 0.12% +0.000 pp 0.01% +0.001 pp USD17.44 +5.6% 20 qtrs
62 SEI INVESTMENTS CO 38.6K +25.2K (+187.3%) 710.6K +491.7K (+224.6%) 0.12% +0.077 pp 0.00% +0.001 pp USD17.98 +2.4% 3 qtrs
63 WELLS FARGO & COMPANY/MN 35.4K +11.8K (+50.0%) 651.9K +267.2K (+69.5%) 0.11% +0.036 pp 0.00% +0.000 pp USD18.27 +0.8% 20 qtrs
64 MARTINGALE ASSET MANAGEMENT L P 33.8K -1.2K (-3.5%) 621.7K +51.5K (+9.0%) 0.10% -0.004 pp 0.02% +0.002 pp USD17.25 +6.7% 8 qtrs
65 VERITION FUND MANAGEMENT LLC 32.6K +— (+0.0%) 600.1K +68.8K (+12.9%) 0.10% +0.000 pp 0.00% +0.000 pp USD19.21 -4.2% 8 qtrs
66 SUMITOMO MITSUI TRUST HOLDINGS, INC. 30.1K -386.0 (-1.3%) 553.7K +57.2K (+11.5%) 0.09% -0.001 pp 0.00% +0.000 pp USD18.66 -1.3% 20 qtrs
67 WORTH VENTURE PARTNERS, LLC 29.2K +800.0 (+2.8%) 537.6K +74.7K (+16.1%) 0.09% +0.003 pp 3.89% +2.537 pp USD19.16 -3.9% 20 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 28.7K +4.3K (+17.8%) 528.0K +131.1K (+33.0%) 0.09% +0.013 pp 0.00% +0.000 pp USD19.51 -5.6% 5 qtrs
69 KOVACK ADVISORS, INC. 27.3K +27.3K (+100.0%) 501.7K +501.7K (+100.0%) 0.08% +0.084 pp 0.02% +0.023 pp USD18.41 +0.0% 1 qtrs NEW
70 DELTA INVESTMENT MANAGEMENT, LLC 26.0K +26.0K (+100.0%) 478.7K +478.7K (+100.0%) 0.08% +0.080 pp 0.08% +0.083 pp USD18.41 +0.0% 1 qtrs NEW
71 PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC 25.6K +25.6K (+100.0%) 470.7K +470.7K (+100.0%) 0.08% +0.078 pp 0.03% +0.032 pp USD18.41 +0.0% 1 qtrs NEW
72 LPL FINANCIAL LLC 25.4K +1.7K (+7.0%) 467.6K +80.7K (+20.9%) 0.08% +0.005 pp 0.00% +0.000 pp USD18.91 -2.6% 18 qtrs
73 PASADENA PRIVATE WEALTH, LLC 24.7K +24.7K (+100.0%) 454.3K +454.3K (+100.0%) 0.08% +0.076 pp 0.06% +0.062 pp USD18.41 +0.0% 1 qtrs NEW
74 ZWJ INVESTMENT COUNSEL INC 24.7K +— (+0.0%) 453.9K +52.0K (+12.9%) 0.08% +0.000 pp 0.02% +0.002 pp USD17.34 +6.2% 20 qtrs
75 MANUFACTURERS LIFE INSURANCE COMPANY, THE 24.7K -1.8K (-6.7%) 453.9K +23.3K (+5.4%) 0.08% -0.005 pp 0.00% +0.000 pp USD18.08 +1.8% 13 qtrs
76 KESTRA ADVISORY SERVICES, LLC 24.3K -2.2K (-8.1%) 447.0K +16.1K (+3.7%) 0.07% -0.007 pp 0.00% 0.000 pp USD16.30 +12.9% 2 qtrs
77 ABEL HALL, LLC 23.7K +3.4K (+17.0%) 435.5K +105.9K (+32.1%) 0.07% +0.011 pp 0.10% -0.031 pp USD16.61 +10.8% 2 qtrs
78 ALLIANCEBERNSTEIN L.P. 23.6K -2.8K (-10.5%) 434.4K +4.8K (+1.1%) 0.07% -0.008 pp 0.00% +0.000 pp USD19.06 -3.4% 15 qtrs
79 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 23.0K +— (+0.0%) 421.8K +47.1K (+12.6%) 0.07% +0.000 pp 0.00% +0.000 pp USD17.93 +2.7% 20 qtrs
80 FMR LLC 22.7K +10.9K (+91.9%) 417.5K +224.8K (+116.7%) 0.07% +0.033 pp 0.00% +0.000 pp USD18.78 -2.0% 16 qtrs
81 INCEPTIONR LLC 22.6K +22.6K (+100.0%) 416.7K +416.7K (+100.0%) 0.07% +0.069 pp 0.12% +0.116 pp USD18.41 +0.0% 1 qtrs NEW
82 MERCER GLOBAL ADVISORS INC /ADV 21.9K +2.2K (+11.1%) 403.1K +81.8K (+25.5%) 0.07% +0.007 pp 0.00% +0.000 pp USD17.07 +7.9% 3 qtrs
83 THRIVENT FINANCIAL FOR LUTHERANS 21.5K +21.5K (+100.0%) 396.0K +396.0K (+100.0%) 0.07% +0.066 pp 0.00% +0.001 pp USD18.41 +0.0% 1 qtrs NEW
84 CAXTON ASSOCIATES LLP 21.5K +— (+0.0%) 395.1K +45.3K (+12.9%) 0.07% +0.000 pp 0.01% -0.001 pp USD16.30 +12.9% 2 qtrs
85 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 20.2K +1.8K (+9.6%) 372.3K +71.5K (+23.8%) 0.06% +0.006 pp 0.00% +0.000 pp USD18.93 -2.7% 8 qtrs
86 FIRST MANHATTAN CO. LLC. 20.2K +5.0K (+33.1%) 371.9K +124.5K (+50.3%) 0.06% +0.015 pp 0.00% +0.000 pp USD18.87 -2.4% 6 qtrs
87 ENVESTNET ASSET MANAGEMENT INC 19.7K -642.0 (-3.2%) 363.1K +31.2K (+9.4%) 0.06% -0.002 pp 0.00% +0.000 pp USD16.22 +13.5% 10 qtrs
88 HRT FINANCIAL LP 19.7K +19.7K (+100.0%) 362.0K +362.0K (+100.0%) 0.06% +0.060 pp 0.00% +0.001 pp USD18.41 +0.0% 1 qtrs NEW
89 FIRST TRUST ADVISORS LP 19.0K +8.5K (+82.0%) 349.3K +179.4K (+105.5%) 0.06% +0.026 pp 0.00% +0.000 pp USD17.25 +6.7% 2 qtrs
90 CREATIVE PLANNING 18.9K +6.2K (+48.6%) 347.2K +140.4K (+67.9%) 0.06% +0.019 pp 0.00% +0.000 pp USD18.77 -1.9% 6 qtrs
91 CITADEL ADVISORS LLC 18.6K -3.3K (-15.1%) 342.4K -14.5K (-4.1%) 0.06% -0.010 pp 0.00% +0.000 pp USD17.77 +3.6% 13 qtrs
92 POINT72 ASSET MANAGEMENT, L.P. 18.6K +18.6K (+100.0%) 341.7K +341.7K (+100.0%) 0.06% +0.057 pp 0.00% +0.000 pp USD18.41 +0.0% 1 qtrs NEW
93 BROWN ADVISORY INC 17.5K -3.2K (-15.6%) 321.8K -15.8K (-4.7%) 0.05% -0.010 pp 0.00% +0.000 pp USD17.26 +6.7% 3 qtrs
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17.1K -1.1K (-6.0%) 314.8K +18.2K (+6.1%) 0.05% -0.003 pp 0.00% +0.000 pp USD18.37 +0.2% 12 qtrs
95 STATE OF ALASKA, DEPARTMENT OF REVENUE 17.0K +575.0 (+3.5%) 311.0K +46.0K (+17.4%) 0.05% +0.002 pp 0.00% +0.001 pp USD18.37 +0.2% 14 qtrs
96 POLYMER CAPITAL MANAGEMENT (US) LLC 16.8K -5.5K (-24.7%) 309.1K -54.2K (-14.9%) 0.05% -0.017 pp 0.03% -0.006 pp USD19.50 -5.6% 5 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
3.6K
Shares disposed
Cash buys
Cash sales
Net activity
+3,638
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
2026-04-01 Haga Christopher W Director A-Award A Common Stock 1,108 18.88 20.9K 31,045 D
2026-04-01 Gable Robert Blakeslee Director A-Award A Common Stock 1,009 18.88 19.1K 51,886 D
2026-04-01 FRANKLIN LAURA M Director A-Award A Common Stock 661 18.88 12.5K 62,342 D
2026-04-01 Drew Christopher J Director A-Award A Common Stock 860 18.88 16.2K 27,404 D
2026-02-11 Vorakoun Lisa Officer A-Award A Common Stock 10,089 0.00 58,853 D
2026-02-11 Smith Daniel Earl Officer A-Award A Common Stock 11,266 0.00 208,842 D
2026-02-11 Mays Philip Officer A-Award A Common Stock 14,965 0.00 28,537 D
2026-02-11 Haga Christopher W Director A-Award A Common Stock 3,462 18.05 62.5K 29,937 D
2026-02-11 Greathouse Steven Robert Officer A-Award A Common Stock 17,487 0.00 215,541 D
2026-02-11 Gable Robert Blakeslee Director A-Award A Common Stock 3,462 18.05 62.5K 50,877 D
2026-02-11 FRANKLIN LAURA M Director A-Award A Common Stock 3,462 18.05 62.5K 61,386 D
2026-02-11 Drew Christopher J Director A-Award A Common Stock 3,462 18.05 62.5K 26,544 D
2026-02-11 Brokaw George R Director A-Award A Common Stock 3,462 18.05 62.5K 96,266 D
2026-02-11 Albright John P Director / Officer A-Award A Common Stock 37,114 0.00 695,395 D
2026-01-28 Vorakoun Lisa Officer F-InKind D Common Stock 1,876 17.39 32.6K 48,764 D
2026-01-28 Smith Daniel Earl Officer F-InKind D Common Stock 4,548 17.39 79.1K 197,576 D
2026-01-28 Mays Philip Officer F-InKind D Common Stock 1,269 17.39 22.1K 13,572 D
2026-01-28 Greathouse Steven Robert Officer F-InKind D Common Stock 3,513 17.39 61.1K 198,054 D
2026-01-28 Albright John P Director / Officer F-InKind D Common Stock 11,727 17.39 203.9K 658,281 D
2026-01-12 Vorakoun Lisa Officer A-Award A Common Stock 5,516 0.00 52,275 D
2026-01-12 Smith Daniel Earl Officer F-InKind D Common Stock 7,174 18.37 131.8K 202,124 D
2026-01-12 Greathouse Steven Robert Officer F-InKind D Common Stock 5,981 18.37 109.9K 201,570 D
2026-01-12 Albright John P Director / Officer F-InKind D Common Stock 23,702 18.37 435.4K 670,008 D
2026-01-02 Haga Christopher W Director A-Award A Common Stock 1,162 18.02 20.9K 26,475 D
2026-01-02 Gable Robert Blakeslee Director A-Award A Common Stock 1,057 18.02 19.0K 47,415 D
2026-01-02 FRANKLIN LAURA M Director A-Award A Common Stock 693 18.02 12.5K 57,924 D
2026-01-02 Drew Christopher J Director A-Award A Common Stock 901 18.02 16.2K 23,082 D
2025-12-29 Smith Daniel Earl Officer G-Gift D Common Stock 2,000 0.00 192,301 D
2025-12-26 Smith Daniel Earl Officer G-Gift D Common Stock 195 0.00 194,301 D
2025-10-01 Haga Christopher W Director A-Award A Common Stock 1,265 16.54 20.9K 25,313 D
2025-10-01 Gable Robert Blakeslee Director A-Award A Common Stock 1,152 16.54 19.1K 46,358 D
2025-10-01 FRANKLIN LAURA M Director A-Award A Common Stock 755 16.54 12.5K 57,231 D
2025-10-01 Drew Christopher J Director A-Award A Common Stock 982 16.54 16.2K 22,181 D
2025-09-16 Albright John P Director / Officer P-Purchase A Common Stock 2,000 16.38 32.8K 634,547 D
2025-09-12 Vorakoun Lisa Officer P-Purchase A Common Stock 750 16.60 12.4K 46,759 D
2025-09-12 Greathouse Steven Robert Officer P-Purchase A Common Stock 600 16.70 10.0K 184,889 D
2025-09-11 Smith Daniel Earl Officer P-Purchase A Common Stock 1,000 16.50 16.5K 194,496 D
2025-09-11 Mays Philip Officer P-Purchase A Common Stock 1,000 16.61 16.6K 14,841 D
2025-09-11 Albright John P Director / Officer P-Purchase A Common Stock 4,200 16.53 69.4K 632,547 D
2025-07-01 Haga Christopher W Director A-Award A Common Stock 1,155 18.13 20.9K 24,048 D
2025-07-01 Gable Robert Blakeslee Director A-Award A Common Stock 1,051 18.13 19.1K 45,206 D
2025-07-01 FRANKLIN LAURA M Director A-Award A Common Stock 689 18.13 12.5K 56,142 D
2025-07-01 Drew Christopher J Director A-Award A Common Stock 896 18.13 16.2K 21,199 D
2025-07-01 Brokaw George R Director A-Award A Common Stock 1,103 18.13 20.0K 92,804 D
2025-06-26 Smith Daniel Earl Officer P-Purchase A Common Stock 1,000 17.00 17.0K 193,496 D
2025-06-26 Mays Philip Officer P-Purchase A Common Stock 1,000 17.29 17.3K 13,841 D
2025-06-26 Brokaw George R Director P-Purchase A Common Stock 2,000 16.94 33.9K 91,701 D
2025-06-26 Albright John P Director / Officer P-Purchase A Common Stock 3,800 17.05 64.8K 628,347 D
2025-04-01 Haga Christopher W Director A-Award A Common Stock 1,104 18.95 20.9K 51,413 D
2025-04-01 Gable Robert Blakeslee Director A-Award A Common Stock 1,005 18.95 19.0K 44,155 D
2025-04-01 FRANKLIN LAURA M Director A-Award A Common Stock 659 18.95 12.5K 55,155 D
2025-04-01 Drew Christopher J Director A-Award A Common Stock 857 18.95 16.2K 20,303 D
2025-04-01 Brokaw George R Director A-Award A Common Stock 1,055 18.95 20.0K 89,701 D
2025-02-12 Vorakoun Lisa Officer A-Award A Common Stock 9,283 0.00 46,009 D
2025-02-12 Smith Daniel Earl Officer A-Award A Common Stock 10,366 0.00 191,496 D
2025-02-12 Mays Philip Officer A-Award A Common Stock 12,841 0.00 12,841 D
2025-02-12 Haga Christopher W Director A-Award A Common Stock 3,185 19.62 62.5K 50,309 D
2025-02-12 Greathouse Steven Robert Officer A-Award A Common Stock 16,090 0.00 184,289 D
2025-02-12 Gable Robert Blakeslee Director A-Award A Common Stock 3,185 19.62 62.5K 43,150 D
2025-02-12 FRANKLIN LAURA M Director A-Award A Common Stock 3,185 19.62 62.5K 54,353 D
2025-02-12 Drew Christopher J Director A-Award A Common Stock 3,185 19.62 62.5K 19,446 D
2025-02-12 Brokaw George R Director A-Award A Common Stock 3,185 19.62 62.5K 88,646 D
2025-02-12 Albright John P Director / Officer A-Award A Common Stock 34,147 0.00 624,547 D
2025-02-11 Vorakoun Lisa Officer F-InKind D Common Stock 1,615 20.26 32.7K 36,726 D
2025-02-11 Smith Daniel Earl Officer F-InKind D Common Stock 2,940 20.26 59.6K 181,130 D
2025-02-11 Greathouse Steven Robert Officer A-Award A Common Stock 17,078 0.00 172,357 D
2025-02-11 Albright John P Director / Officer A-Award A Common Stock 49,802 0.00 609,997 D
2025-01-28 Vorakoun Lisa Officer F-InKind D Common Stock 1,755 19.72 34.6K 34,219 D
2025-01-28 Smith Daniel Earl Officer F-InKind D Common Stock 2,840 19.72 56.0K 171,992 D
2025-01-28 Greathouse Steven Robert Officer F-InKind D Common Stock 3,264 19.72 64.4K 155,279 D
2025-01-28 Albright John P Director / Officer F-InKind D Common Stock 10,359 19.72 204.3K 560,195 D
2025-01-02 Haga Christopher W Director A-Award A Common Stock 1,047 19.98 20.9K 47,124 D
2025-01-02 Gable Robert Blakeslee Director A-Award A Common Stock 954 19.98 19.1K 39,965 D
2025-01-02 FRANKLIN LAURA M Director A-Award A Common Stock 625 19.98 12.5K 51,168 D
2025-01-02 Drew Christopher J Director A-Award A Common Stock 813 19.98 16.2K 16,261 D
2025-01-02 Brokaw George R Director A-Award A Common Stock 1,000 19.98 20.0K 85,461 D
2024-12-27 Haga Christopher W Director G-Gift A Common Stock 28,520 0.00 28,528 I
2024-11-29 Smith Daniel Earl Officer G-Gift D Common Stock 836 0.00 174,832 D
2024-11-11 Albright John P Director / Officer S-Sale D Common Stock 29,488 20.71 610.6K 570,554 D
2024-10-01 Haga Christopher W Director A-Award A Common Stock 1,089 19.22 20.9K 46,077 D
2024-10-01 Gable Robert Blakeslee Director A-Award A Common Stock 991 19.22 19.1K 39,011 D
2024-10-01 FRANKLIN LAURA M Director A-Award A Common Stock 650 19.22 12.5K 50,405 D
2024-10-01 Drew Christopher J Director A-Award A Common Stock 845 19.22 16.2K 15,448 D
2024-10-01 Brokaw George R Director A-Award A Common Stock 1,040 19.22 20.0K 84,461 D
2024-09-09 Haga Christopher W Director S-Sale D Common Stock 750 19.45 14.6K 0
2024-08-29 Haga Christopher W Director S-Sale D Common Stock 1,000 19.20 19.2K 2,000
2024-07-01 Haga Christopher W Director A-Award A Common Stock 1,192 17.56 20.9K 44,988
2024-07-01 Gable Robert Blakeslee Director A-Award A Common Stock 1,085 17.56 19.0K 38,020
2024-07-01 FRANKLIN LAURA M Director A-Award A Common Stock 712 17.56 12.5K 49,616
2024-07-01 Drew Christopher J Director A-Award A Common Stock 925 17.56 16.2K 14,603
2024-07-01 Brokaw George R Director A-Award A Common Stock 1,139 17.56 20.0K 83,421
2024-06-17 Mays Philip 0 0.00 0
2024-04-01 Haga Christopher W Director A-Award A Common Stock 1,241 16.86 20.9K 43,796
2024-04-01 Gable Robert Blakeslee Director A-Award A Common Stock 1,130 16.86 19.1K 36,935
2024-04-01 FRANKLIN LAURA M Director A-Award A Common Stock 741 16.86 12.5K 48,756
2024-04-01 Drew Christopher J Director A-Award A Common Stock 963 16.86 16.2K 13,678
2024-04-01 Brokaw George R Director A-Award A Common Stock 1,186 16.86 20.0K 82,282
2024-02-14 Vorakoun Lisa Officer A-Award A Common Stock 6,883 0.00 35,974
2024-02-14 Smith Daniel Earl Officer A-Award A Common Stock 10,899 0.00 175,668
2024-02-14 PARTRIDGE MATTHEW MORRIS Officer A-Award A Common Stock 14,532 0.00 123,802
2024-02-14 Haga Christopher W Director A-Award A Common Stock 3,740 16.71 62.5K 42,555
2024-02-14 Greathouse Steven Robert Officer A-Award A Common Stock 14,532 0.00 158,543
2024-02-14 Gable Robert Blakeslee Director A-Award A Common Stock 3,740 16.71 62.5K 35,805
2024-02-14 FRANKLIN LAURA M Director A-Award A Common Stock 3,740 16.71 62.5K 47,865
2024-02-14 Drew Christopher J Director A-Award A Common Stock 3,740 16.71 62.5K 12,715
2024-02-14 Brokaw George R Director A-Award A Common Stock 3,740 16.71 62.5K 81,096
2024-02-14 Albright John P Director / Officer A-Award A Common Stock 29,525 0.00 600,042
2024-01-26 Vorakoun Lisa Officer F-InKind D Common Stock 1,412 16.84 23.8K 29,091
2024-01-26 Smith Daniel Earl Officer F-InKind D Common Stock 3,786 16.84 63.8K 164,769
2024-01-26 PARTRIDGE MATTHEW MORRIS Officer F-InKind D Common Stock 4,527 16.84 76.2K 109,270
2024-01-26 Greathouse Steven Robert Officer F-InKind D Common Stock 2,801 16.84 47.2K 144,011
2024-01-26 Albright John P Director / Officer F-InKind D Common Stock 10,227 16.84 172.2K 570,517
2024-01-10 Vorakoun Lisa Officer A-Award A Common Stock 5,171 0.00 32,811
2024-01-10 Smith Daniel Earl Officer F-InKind D Common Stock 6,592 17.08 112.6K 168,555
2024-01-10 PARTRIDGE MATTHEW MORRIS Officer F-InKind D Common Stock 9,115 17.08 155.7K 113,797
2024-01-10 Greathouse Steven Robert Officer A-Award A Common Stock 22,005 0.00 152,626
2024-01-10 Albright John P Director / Officer F-InKind D Common Stock 25,674 17.08 438.5K 580,744
2024-01-02 Haga Christopher W Director A-Award A Common Stock 903 17.30 15.6K 38,815
2024-01-02 Gable Robert Blakeslee Director A-Award A Common Stock 830 17.30 14.4K 32,065
2024-01-02 FRANKLIN LAURA M Director A-Award A Common Stock 578 17.30 10.0K 44,125
2024-01-02 Drew Christopher J Director A-Award A Common Stock 722 17.30 12.5K 8,975
2024-01-02 Brokaw George R Director A-Award A Common Stock 867 17.30 15.0K 77,356
2023-10-02 Haga Christopher W Director A-Award A Common Stock 936 16.69 15.6K 37,912
2023-10-02 Gable Robert Blakeslee Director A-Award A Common Stock 861 16.69 14.4K 31,235
2023-10-02 FRANKLIN LAURA M Director A-Award A Common Stock 599 16.69 10.0K 43,119
2023-10-02 Drew Christopher J Director A-Award A Common Stock 749 16.69 12.5K 8,253
2023-10-02 Brokaw George R Director A-Award A Common Stock 899 16.69 15.0K 76,489
2023-09-25 Albright John P Director / Officer P-Purchase A Common Stock 9,000 16.03 144.3K 542,252
2023-07-03 Haga Christopher W Director A-Award A Common Stock 932 16.76 15.6K 36,976
2023-07-03 Gable Robert Blakeslee Director A-Award A Common Stock 857 16.76 14.4K 30,374
2023-07-03 FRANKLIN LAURA M Director A-Award A Common Stock 596 16.76 10.0K 42,659
2023-07-03 Drew Christopher J Director A-Award A Common Stock 745 16.76 12.5K 7,504
2023-07-03 Brokaw George R Director A-Award A Common Stock 894 16.76 15.0K 75,590
2023-04-03 Haga Christopher W Director A-Award A Common Stock 937 16.66 15.6K 36,044
2023-04-03 Gable Robert Blakeslee Director A-Award A Common Stock 862 16.66 14.4K 29,517
2023-04-03 FRANKLIN LAURA M Director A-Award A Common Stock 600 16.66 10.0K 41,924
2023-04-03 Drew Christopher J Director A-Award A Common Stock 750 16.66 12.5K 6,759
2023-04-03 Brokaw George R Director A-Award A Common Stock 900 16.66 15.0K 74,696
2023-03-17 Smith Daniel Earl Officer P-Purchase A Common Stock 1,000 16.00 16.0K 192,496 D
2023-03-10 Smith Daniel Earl Officer P-Purchase A Common Stock 1,000 16.60 16.6K 157,744
2023-03-10 PARTRIDGE MATTHEW MORRIS Officer P-Purchase A Common Stock 2,500 16.75 41.9K 100,907
2023-03-10 Albright John P Director / Officer P-Purchase A Common Stock 355 16.30 5.8K 355
2023-03-08 Greathouse Steven Robert Officer P-Purchase A Common Stock 1,182 16.92 20.0K 130,621
2023-03-08 Albright John P Director / Officer P-Purchase A Common Stock 6,200 17.01 105.4K 531,852
2023-03-01 Smith Daniel Earl Officer P-Purchase A Common Stock 890 17.55 15.6K 3,000
2023-02-28 Smith Daniel Earl Officer P-Purchase A Common Stock 2,000 17.89 35.8K 156,744
2023-02-16 Vorakoun Lisa Officer A-Award A Common Stock 5,778 0.00 27,548
2023-02-16 Smith Daniel Earl Officer A-Award A Common Stock 13,413 0.00 154,744
2023-02-16 PARTRIDGE MATTHEW MORRIS Officer A-Award A Common Stock 12,667 0.00 98,407
2023-02-16 Haga Christopher W Director A-Award A Common Stock 1,826 19.17 35.0K 35,107
2023-02-16 Greathouse Steven Robert Officer A-Award A Common Stock 12,667 0.00 129,293
2023-02-16 Gable Robert Blakeslee Director A-Award A Common Stock 1,826 19.17 35.0K 28,655
2023-02-16 FRANKLIN LAURA M Director A-Award A Common Stock 1,826 19.17 35.0K 41,186
2023-02-16 Drew Christopher J Director A-Award A Common Stock 1,826 19.17 35.0K 6,009
2023-02-16 Brokaw George R Director A-Award A Common Stock 1,826 19.17 35.0K 73,796
2023-02-16 Albright John P Director / Officer A-Award A Common Stock 25,737 0.00 525,652
2023-01-27 Vorakoun Lisa Director / Officer F-InKind D Common Stock 1,399 19.29 27.0K 21,770
2023-01-27 Smith Daniel Earl Director F-InKind D Common Stock 1,977 19.29 38.1K 141,331
2023-01-27 PARTRIDGE MATTHEW MORRIS Director F-InKind D Common Stock 5,835 19.29 112.6K 85,740
2023-01-27 Greathouse Steven Robert Director / Officer F-InKind D Common Stock 2,640 19.29 50.9K 116,626
2023-01-27 Albright John P Director F-InKind D Common Stock 10,140 19.29 195.6K 499,915
2023-01-10 Vorakoun Lisa Director / Officer A-Award A Common Stock 4,631 0.00 24,542
2023-01-10 Smith Daniel Earl Director F-InKind D Common Stock 3,553 18.52 65.8K 143,308
2023-01-10 PARTRIDGE MATTHEW MORRIS Director F-InKind D Common Stock 4,449 18.52 82.4K 91,575
2023-01-10 Greathouse Steven Robert Director / Officer A-Award A Common Stock 16,335 0.00 123,474
2023-01-10 Albright John P Director A-Award A Common Stock 56,408 0.00 525,732
2023-01-03 Haga Christopher W Director A-Award A Common Stock 841 18.56 15.6K 33,281
2023-01-03 Gable Robert Blakeslee Director A-Award A Common Stock 774 18.56 14.4K 26,829
2023-01-03 FRANKLIN LAURA M Director A-Award A Common Stock 538 18.56 10.0K 39,360
2023-01-03 Drew Christopher J Director A-Award A Common Stock 673 18.56 12.5K 4,183
2023-01-03 Brokaw George R Director A-Award A Common Stock 808 18.56 15.0K 71,970
2022-12-05 FRANKLIN LAURA M Director J-Other A Common Stock 6,315 19.00 120.0K 38,697
2022-12-05 Brokaw George R Director J-Other A Common Stock 10,000 19.00 190.0K 71,162
2022-10-01 Haga Christopher W Director A-Award A Common Stock 787 19.84 15.6K 32,440
2022-10-01 Gable Robert Blakeslee Director A-Award A Common Stock 724 19.84 14.4K 26,055
2022-10-01 FRANKLIN LAURA M Director A-Award A Common Stock 503 19.84 10.0K 32,382
2022-10-01 Drew Christopher J Director A-Award A Common Stock 629 19.84 12.5K 3,510
2022-10-01 Brokaw George R Director A-Award A Common Stock 755 19.84 15.0K 61,162
2022-09-27 Smith Daniel Earl Officer P-Purchase A Common Stock 500 18.87 9.4K 130,491
2022-09-26 PARTRIDGE MATTHEW MORRIS Officer P-Purchase A Common Stock 1,300 18.92 24.6K 78,688
2022-08-02 Gable Robert Blakeslee Director P-Purchase A Common Stock 1,245 21.50 26.8K 25,331
2022-07-01 Vorakoun Lisa Director / Officer A-Award A Common Stock 9,000 0.00 19,911
2022-07-01 Smith Daniel Earl Officer A-Award A Common Stock 9,000 0.00 129,991
2022-07-01 PARTRIDGE MATTHEW MORRIS Officer A-Award A Common Stock 21,000 0.00 77,388
2022-07-01 Haga Christopher W Director A-Award A Common Stock 765 20.41 15.6K 11,061
2022-07-01 Greathouse Steven Robert Officer A-Award A Common Stock 21,000 0.00 107,139
2022-07-01 Gable Robert Blakeslee Director A-Award A Common Stock 704 20.41 14.4K 24,086
2022-07-01 FRANKLIN LAURA M Director A-Award A Common Stock 489 20.41 10.0K 31,653
2022-07-01 Drew Christopher J Director A-Award A Common Stock 640 20.41 13.1K 2,881
2022-07-01 Brokaw George R Director A-Award A Common Stock 734 20.41 15.0K 60,407
2022-06-13 Brokaw George R Director P-Purchase A Common Stock 1,000 60.40 60.4K 19,891
2022-06-07 Smith Daniel Earl Officer M-Exempt D Employee Stock Option 9,000 39.87 358.8K 0
2022-04-01 WOLD CASEY R Director A-Award A Common Stock 194 64.37 12.5K 8,999
2022-04-01 Haga Christopher W Director A-Award A Common Stock 242 64.37 15.6K 10,296
2022-04-01 Gable Robert Blakeslee Director A-Award A Common Stock 223 64.37 14.4K 7,794
2022-04-01 FRANKLIN LAURA M Director A-Award A Common Stock 155 64.37 10.0K 10,357
2022-04-01 Drew Christopher J Director A-Award A Common Stock 165 64.37 10.6K 747
2022-04-01 Brokaw George R Director A-Award A Common Stock 233 64.37 15.0K 18,891
2022-03-24 Vorakoun Lisa Officer S-Sale D Common Stock 1,000 63.50 63.5K 3,637
2022-02-17 WOLD CASEY R Director A-Award A Common Stock 582 60.04 34.9K 8,805

Executive team

Top executives
EBIT / Employee
1.01M
Shares Outstanding
33.78M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 John P. Albright President & Chief Executive Officer 640.7K 1.17M 1.22M 16.1K 3.05M 38.49%
2 2024 Steven R. Greathouse Sr. Vice President & Chief Investment Officer 400.0K 501.9K 600.0K 14.6K 1.52M 33.09%
3 2024 Daniel E. Smith Sr. Vice President, General Counsel & Corporate Secretary 300.0K 376.4K 450.0K 16.1K 1.14M 32.94%
4 2024 Lisa M. Vorakoun Sr. Vice President & Chief Accounting Officer 255.8K 226.6K 412.5K 14.3K 909.2K 24.92%
5 2024 Matthew M. Partridge Former Senior Vice President, Chief Financial Officer & Treasurer 101.5K 501.9K 14.0K 617.3K 81.29%
6 2024 Philip R. Mays Senior Vice President, Chief Financial Officer & Treasurer 203.1K 304.3K 17.9K 525.4K 0.00%
7 2023 John P. Albright President & CEO 640.7K 1.21M 749.6K 4.00 2.62M 46.11%
8 2023 John P. Albright President & Chief Executive Officer 640.7K 1.21M 749.6K 22.9K 2.62M 46.11%
9 2023 Steven R. Greathouse Senior Vice President & Chief Investment Officer 400.0K 517.2K 369.5K 6.00 1.30M 39.76%
10 2023 Steven R. Greathouse Sr. Vice President & Chief Investment Officer 400.0K 517.2K 369.5K 14.0K 1.30M 39.76%
11 2023 Matthew M. Partridge Former Senior Vice President, Chief Financial Officer & Treasurer 400.0K 517.2K 369.5K 13.7K 1.30M 39.77%
12 2023 Daniel E. Smith Senior Vice President, General Counsel & Corporate Secretary 300.0K 463.2K 277.1K 7.00 1.06M 43.87%
13 2023 Daniel E. Smith Sr. Vice President, General Counsel & Corporate Secretary 300.0K 463.2K 277.1K 15.5K 1.06M 43.87%
14 2022 John P. Albright President & Chief Executive Officer 593.3K 1.14M 667.4K 21.9K 2.42M 47.08%
15 2022 John P. Albright President & CEO 593.3K 1.14M 667.4K 4.00 2.42M 47.08%
16 2022 Steven R. Greathouse Sr. Vice President & Chief Investment Officer 383.8K 859.0K 450.0K 12.7K 1.71M 50.37%
17 2022 Steven R. Greathouse Senior Vice President & Chief Investment Officer 383.8K 859.0K 450.0K 6.00 1.71M 50.37%
18 2022 Matthew M. Partridge Former Senior Vice President, Chief Financial Officer & Treasurer 383.8K 859.0K 450.0K 12.7K 1.71M 50.37%
19 2022 Daniel E. Smith Sr. Vice President, General Counsel & Corporate Secretary 271.4K 486.7K 318.2K 14.5K 1.09M 44.62%
20 2022 Daniel E. Smith Senior Vice President, General Counsel & Corporate Secretary 271.4K 486.7K 318.2K 7.00 1.09M 44.62%
21 2021 John P. Albright President & CEO 565.0K 1.14M 635.6K 4.00 2.36M 48.17%
22 2021 Steven R. Greathouse Senior Vice President & Chief Investment Officer 350.0K 423.6K 262.5K 6.00 1.05M 40.41%
23 2021 Matthew M. Partridge Former Senior Vice President, Chief Financial Officer & Treasurer 350.0K 423.6K 262.5K 5.00 1.05M 40.41%
24 2021 Daniel E. Smith Senior Vice President, General Counsel & Corporate Secretary 247.5K 299.5K 185.6K 7.00 746.6K 40.12%
25 2020 John P. Albright President & CEO 565.0K 929.6K 349.2K 21.1K 1.86M 49.85%
26 2020 Matthew M. Partridge Senior Vice President, Chief Financial Officer & Treasurer 87.5K 50.0K 507.4K 110.0K 17.9K 772.8K 65.66%
27 2020 Steven R. Greathouse Senior Vice President & Chief Investment Officer 300.0K 294.8K 123.6K 11.9K 730.3K 40.36%
28 2020 Daniel E. Smith Senior Vice President, General Counsel & Corporate Secretary 247.5K 243.1K 102.0K 13.5K 606.1K 40.11%
29 2020 Mark E. Patten Former Senior Vice President & Chief Financial Officer 165.7K 270.2K 12.9K 448.9K 60.20%
30 2019 John P. Albright President & CEO 545.0K 1.12M 576.3K 19.9K 2.27M 49.63%
31 2019 Steven R. Greathouse Senior Vice President - Investments 259.6K 316.9K 183.0K 11.7K 771.3K 41.09%
32 2019 Steven R. Greathouse Senior Vice President & Chief Investment Officer 259.6K 316.9K 183.0K 11.7K 771.3K 41.09%
33 2019 Mark E. Patten Senior Vice President & Chief Financial Officer 255.0K 311.4K 179.8K 13.5K 759.6K 40.99%
34 2019 Mark E. Patten Former Senior Vice President & Chief Financial Officer 255.0K 311.4K 179.8K 13.5K 759.6K 40.99%
35 2019 Daniel E. Smith Senior Vice President, General Counsel & Corporate Secretary 229.5K 280.2K 161.8K 12.3K 683.9K 40.98%
36 2018 John P. Albright President & CEO 545.0K 1.01M 458.7K 19.7K 2.03M 49.64%
37 2018 Mark E. Patten Senior Vice President & Chief Financial Officer 255.0K 267.0K 135.7K 13.3K 671.0K 39.79%
38 2018 Mark E. Patten Former Senior Vice President & Chief Financial Officer 255.0K 267.0K 135.7K 13.3K 671.0K 39.79%
39 2018 Steven R. Greathouse Senior Vice President & Chief Investment Officer 242.3K 253.7K 135.9K 11.5K 643.4K 39.43%
40 2018 Steven R. Greathouse Senior Vice President - Investments 242.3K 253.7K 135.9K 11.5K 643.4K 39.43%
41 2018 Daniel E. Smith Senior Vice President, General Counsel & Corporate Secretary 220.0K 252.6K 123.4K 12.2K 608.2K 41.53%
42 2017 John P. Albright President & CEO 515.0K 514.1K 386.3K 19.5K 1.43M 35.83%
43 2017 Mark E. Patten Senior Vice President & Chief Financial Officer 236.2K 221.4K 177.2K 12.1K 646.9K 34.23%
44 2017 Daniel E. Smith Senior Vice President, General Counsel & Corporate Secretary 198.2K 221.4K 148.6K 11.9K 580.1K 38.17%
45 2010 William H. McMunn President and Chief Executive Officer 294.8K 106.9K 401.7K 0.00%
46 2010 Bruce W. Teeters Senior Vice President-Finance and Treasurer 255.9K 84.2K 340.1K 0.00%
47 2009 William H. McMunn President and Chief Executive Officer 294.8K 296.9K 98.5K 690.2K 43.01%
48 2009 Bruce W. Teeters Senior Vice President-Finance and Treasurer 255.9K 118.7K 162.7K 537.4K 22.10%
49 2008 William H. McMunn President and Chief Executive Officer 294.8K 549.8K 93.5K 938.1K 58.61%
50 2008 Bruce W. Teeters Senior Vice President-Finance and Treasurer 255.9K 219.9K 113.3K 589.1K 37.33%
51 2007 William H. McMunn President and Chief Executive Officer 283.5K 170.0K 971.2K 69.5K 1.49M 65.00%
52 2007 Bruce W. Teeters Senior Vice President-Finance and Treasurer 246.0K 87.0K 388.5K 85.5K 807.0K 48.14%
53 2007 Robert F. Apgar Senior Vice President-General Counsel and Assistant Secretary 177.8K 25.0K 27.1K 60.6K 290.5K 9.32%
54 2006 William H. McMunn President and Chief Executive Officer 272.6K 169.0K 171.5K 65.6K 678.7K 25.27%
55 2006 Bruce W. Teeters Senior Vice President- Finance and Treasurer 236.6K 86.4K 68.6K 90.2K 481.8K 14.24%
56 2006 Bruce W. Teeters Senior Vice President-Finance and Treasurer 236.6K 86.4K 68.6K 90.2K 481.8K 14.24%
57 2006 Robert F. Apgar Senior Vice President- General Counsel and Assistant Secretary 171.0K 67.2K 68.6K 58.3K 365.1K 18.79%
58 2006 Robert F. Apgar Senior Vice President-General Counsel and Assistant Secretary 171.0K 67.2K 68.6K 58.3K 365.1K 18.79%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2025-04-28 DEFA14A
2025-04-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-29 SC 13G
2026-04-29 8-K
2026-04-29 424B5
2026-04-29 424B5
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-28 8-K
2026-04-28 10-Q
2026-04-02 4

Executive team

NameTitleCompensationGender
John Albright President, Chief Executive Officer & Director 2M male
Steven Robert Greathouse Senior Vice President & Chief Investment Officer 1M male
Philip R. Mays Senior Vice President, Chief Financial Officer & Treasurer 898.2K male
Daniel E. Smith Senior Vice President, General Counsel & Corporate Secretary 729.4K male
Lisa Vorakoun Senior Vice President & Chief Accounting Officer 652.0K female
ESG Rating
B-
REIT - DIVERSIFIED
Rank: 45 out of 48
2015
E (Environmental)
66.6 / 60.9
Company / Sector avg.
S (Social)
62.6 / 69.6
Company / Sector avg.
G (Governance)
69.9 / 75.4
Company / Sector avg.
ESG Total
66.4 / 68.6
Company / Sector avg.
ESG Score History REIT - DIVERSIFIED
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