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CareTrust REIT, Inc. (CTRE)

USD40.33 +0.11 (+0.27%)
US NYSE Real Estate REIT - Healthcare Facilities
Address 905 Calle Amanecer 92673
San Clemente, CA, US
CEO David Sedgwick
IPO 2014-05-29
CIK 1590717 ISIN US14174T1079

Explore sections of this company profile

Description

CareTrust REIT, Inc. operates as a self-managed, publicly traded real estate investment trust. The company specializes in the ownership, acquisition, development, and leasing of various healthcare properties, including skilled nursing facilities, seniors' housing complexes, and other related medical real estate. It maintains a broad, nationwide portfolio of assets, all under long-term net lease agreements with an expanding group of reputable operators. CareTrust REIT is actively pursuing strategic growth across the United States, leveraging both external investments and organic expansion opportunities.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

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
USD40.33 +0.11 (+0.27%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.79
Float Shares
221.49M
Free Float %
99.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.80% +3.44% +8.34% +5.20% +17.77% +16.40% +48.83% +111.61% +86.07% +216.23% +140.65%
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 (19 ratings, all time) Buy
Price Targets & DCF
Current price
40.33
Low 40.00 -0.8%
Consensus 42.50 +5.4%
Median 43.00 +6.6%
High 44.00 +9.1%
DCF (Unlevered) 95.60 +137.1%
DCF (Levered) 104.49 +159.1%

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) 92% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 9 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
43.00
+6.6%
Last Year 11
41.09
+1.9%
All Time 17
35.59
-11.8%
Quality scores
Altman Z-Score
5.58
Safe zone
Piotroski F-Score
5 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +108.8% Q1'26: +99.3% (vs Q1'25)
  • EPS growth
    +96.3% Q1'26: +2.9% (vs Q1'25)
  • FCF margin
    Q1'26: +61.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +65.1% (vs Q1'25)
  • ROIC
    Q1'26: +7.5% (vs Q1'25)
  • Share dilution
    +31.5% Q1'26: +19.5% (vs Q1'25)
  • Debt / EBITDA
    1.94× Q1'26: 1.83× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.79) × ERP
WACC = 90% × Ke + 10% × Kd (4.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 94.70 Current price: 40.33
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 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
3 Rev. Ana.
5 EPS Ana.
Dec 2027
3 Rev. Ana.
5 EPS Ana.
Dec 2028
2 Rev. Ana.
3 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
73.99M
est: 70.54M (+4.9%)
103.94M
est: 102.54M (+1.4%)
131.12M
est: 129.74M (+1.1%)
155.38M
est: 155.75M (-0.2%)
159.06M
est: 159.87M (-0.5%)
175.69M
est: 176.44M (-0.4%)
190.20M
est: 190.44M (-0.1%)
187.51M
est: 190.52M (-1.6%)
198.60M
est: 247.57M (-19.8%)
228.26M
est: 225.93M (+1.0%)
476.59M
est: 374.78M (+27.2%)
479.94M
418.09M – 521.91M
+28.1% YoY
544.49M
474.33M – 592.11M
+13.5% YoY
687.70M
599.08M – 747.84M
+26.3% YoY
785.10M
683.93M – 853.77M
+14.2% YoY
EBITDA
24.13M
est: 46.46M (-48.1%)
85.00M
est: 82.63M (+2.9%)
98.48M
est: 114.86M (-14.3%)
129.52M
est: 127.65M (+1.5%)
126.35M
est: 143.92M (-12.2%)
157.35M
est: 150.98M (+4.2%)
151.05M
est: 161.07M (-6.2%)
72.88M
est: 26.68M (+173.1%)
145.80M
est: 188.82M (-22.8%)
211.54M
est: 172.31M (+22.8%)
462.08M
est: 285.83M (+61.7%)
366.03M
318.87M – 398.05M
+28.1% YoY
415.27M
361.75M – 451.59M
+13.5% YoY
524.49M
456.90M – 570.36M
+26.3% YoY
598.77M
521.61M – 651.14M
+14.2% YoY
EBIT
34.08M
est: 26.79M (+27.2%)
52.23M
est: 51.14M (+2.1%)
50.07M
est: 74.24M (-32.6%)
83.73M
est: 79.92M (+4.8%)
74.48M
est: 105.34M (-29.3%)
104.53M
est: 97.62M (+7.1%)
95.66M
est: 112.84M (-15.2%)
22.50M
est: 142.53M (-84.2%)
94.61M
est: 126.33M (-25.1%)
154.71M
est: 115.28M (+34.2%)
368.99M
est: 191.24M (+93.0%)
244.90M
213.34M – 266.32M
+28.1% YoY
277.84M
242.03M – 302.14M
+13.5% YoY
350.91M
305.69M – 381.60M
+26.3% YoY
400.61M
348.99M – 435.65M
+14.2% YoY
Net Income
10.03M
est: 7.49M (+34.0%)
29.35M
est: 28.80M (+1.9%)
25.87M
est: 29.33M (-11.8%)
57.92M
est: 56.20M (+3.1%)
46.36M
est: 32.05M (+44.6%)
80.87M
est: 77.39M (+4.5%)
71.98M
est: 76.01M (-5.3%)
-7.51M
est: 33.42M (-122.5%)
53.74M
est: 116.91M (-54.0%)
125.08M
est: 167.76M (-25.4%)
320.54M
est: 320.54M (+0.0%)
302.66M
298.83M – 306.49M
-5.6% YoY
327.39M
318.30M – 336.49M
+8.2% YoY
340.65M
319.75M – 361.55M
+4.0% YoY
344.91M
287.13M – 384.13M
+1.3% YoY
SGA
7.66M
est: 25.04M (-69.4%)
9.30M
est: 40.31M (-76.9%)
11.12M
est: 84.93M (-86.9%)
12.56M
est: 56.58M (-77.8%)
15.16M
est: 95.98M (-84.2%)
16.30M
est: 66.31M (-75.4%)
26.87M
est: 42.54M (-36.8%)
19.27M
est: 43.21M (-55.4%)
20.90M
est: 23.36M (-10.5%)
27.90M
est: 21.32M (+30.9%)
138.0K
est: 35.37M (-99.6%)
45.29M
39.45M – 49.25M
+28.1% YoY
51.38M
44.76M – 55.87M
+13.5% YoY
64.89M
56.53M – 70.57M
+26.3% YoY
74.08M
64.54M – 80.56M
+14.2% YoY
EPS
0.27
est: 0.23 (+17.4%)
0.52
est: 0.52 (-0.4%)
0.36
est: 0.51 (-28.9%)
0.73
est: 0.73 (+0.5%)
0.20
est: 0.46 (-56.7%)
0.60
est: 0.84 (-28.7%)
0.50
est: 0.80 (-37.9%)
0.44
est: -0.01 (+5,584.2%)
0.50
est: 0.59 (-15.1%)
0.81
est: 0.82 (-1.5%)
1.57
est: 1.42 (+10.9%)
1.49
1.46 – 1.50
+5.0% YoY
1.60
1.56 – 1.65
+7.4% YoY
1.67
1.57 – 1.77
+4.9% YoY
1.69
1.41 – 1.88
+0.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-06 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-05 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-04 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-01 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-04-30 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-04-29 A- 4/5 5/5 3/5 5/5 3/5 2/5 2/5
2026-04-28 A- 4/5 5/5 3/5 5/5 3/5 2/5 2/5
2026-04-27 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-04-24 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-21 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-20 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-17 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-16 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-15 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
264.06M
OE per share TTM
1.70
Owner's Yield
3.00%
Maintenance CapEx ratio
8.32%
Maint CapEx / Avg PPE
93.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
151
Total invested
512.56M
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 (1) BlackRock, Inc. 17.90M 18.40% HC Delaware 2023-01-20
2 The Vanguard Group - 23-1945930 15.51M 15.98% 173.1K 15.25M 262.1K IA Pennsylvania 2022-02-09
3 FMR LLC 8.99M 11.85% 607.6K 8.99M HC Delaware 2018-02-13
4 Wellington Group Holdings LLP 5.67M 5.84% 4.72M HC 2023-02-06
5 Wellington Investment Advisors Holdings LLP 5.67M 5.84% 4.72M HC Delaware 2023-02-06
6 Wellington Management Group LLP 5.67M 5.84% 4.72M HC Massachusetts 2023-02-06
7 Abigail P. Johnson 5.55M 5.80% 849.9K 5.55M IN Delaware 2020-02-07
8 STATE STREET CORPORATION 5.32M 5.48% 4.47M 5.32M HC 2022-02-10
9 Wellington Management Company LLP 5.20M 5.36% 4.58M IA 2023-02-06
10 PGGM Vermogensbeheer B.V., acting in its capacity as legal representative of Stichting PGGM Deposita 4.00 4.35% 4.00 OO Citizenship or Place of Organization 2020-07-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
151
-311 vs prev Q
New positions
24
Closed positions
333
Increased
75
Reduced
52
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 1.10M +1.1M (+100.0%) 39.74B +39.7B (+100.0%) 0.52% +0.519 pp 0.28% +0.278 pp USD36.16 +0.0% 1 qtrs NEW
2 MACQUARIE MANAGEMENT HOLDINGS, INC. 349.4K +349.4K (+100.0%) 12.63B +12.6B (+100.0%) 0.17% +0.172 pp 0.02% +0.019 pp USD36.16 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 41.75M +1.7M (+4.3%) 1.51B +121.9M (+8.8%) 20.50% -0.293 pp 0.03% +0.001 pp USD30.70 +17.8% 6 qtrs
4 VANGUARD GROUP INC 33.18M +211.0K (+0.6%) 1.20B +56.4M (+4.9%) 16.30% -0.839 pp 0.02% +0.000 pp USD23.16 +56.1% 47 qtrs
5 COHEN & STEERS, INC. 16.48M -1.8M (-9.7%) 595.88M -37.0M (-5.9%) 7.78% -1.703 pp 1.08% -0.065 pp USD32.78 +10.3% 3 qtrs
6 STATE STREET CORP 12.43M +219.6K (+1.8%) 453.41M +26.1M (+6.1%) 6.10% -0.241 pp 0.02% +0.000 pp USD23.56 +53.5% 47 qtrs
7 WELLINGTON MANAGEMENT GROUP LLP 12.36M +1.9M (+18.1%) 446.79M +83.9M (+23.1%) 6.07% +0.631 pp 0.08% +0.015 pp USD24.46 +47.8% 14 qtrs
8 FMR LLC 10.73M -801.0K (-6.9%) 387.87M -11.9M (-3.0%) 5.27% -0.723 pp 0.02% -0.001 pp USD28.45 +27.1% 39 qtrs
9 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 6.49M +3.4M (+108.5%) 234.82M +126.8M (+117.4%) 3.19% +1.571 pp 0.15% +0.082 pp USD34.04 +6.2% 3 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 6.09M +409.4K (+7.2%) 220.33M +23.2M (+11.8%) 2.99% +0.039 pp 0.01% +0.001 pp USD25.02 +44.5% 47 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.43M +202.0K (+4.8%) 160.23M +13.6M (+9.2%) 2.09% -0.105 pp 0.02% +0.002 pp USD26.48 +36.6% 47 qtrs
12 INVESCO LTD. 3.50M -2.0K (-0.1%) 126.50M +5.1M (+4.2%) 1.72% -0.101 pp 0.02% +0.000 pp USD29.13 +24.1% 47 qtrs
13 DIMENSIONAL FUND ADVISORS LP 3.27M +171.2K (+5.5%) 118.32M +10.8M (+10.0%) 1.55% -0.066 pp 0.02% +0.002 pp USD24.46 +47.8% 47 qtrs
14 NORGES BANK 3.18M +3.2M (+100.0%) 114.81M +114.8M (+100.0%) 1.50% +1.500 pp 0.01% +0.012 pp USD36.16 +0.0% 1 qtrs NEW
15 NUVEEN, LLC 2.93M +321.3K (+12.3%) 105.84M +15.5M (+17.1%) 1.44% +0.083 pp 0.03% +0.004 pp USD30.03 +20.4% 4 qtrs
16 NORTHERN TRUST CORP 2.75M -71.5K (-2.5%) 99.44M +1.6M (+1.6%) 1.35% -0.116 pp 0.01% +0.000 pp USD23.36 +54.8% 47 qtrs
17 CITADEL ADVISORS LLC 2.57M +2.6M (+100.0%) 93.00M +93.0M (+100.0%) 1.26% +1.263 pp 0.01% +0.014 pp USD36.16 +0.0% 1 qtrs NEW
18 BANK OF NEW YORK MELLON CORP 2.43M -67.5K (-2.7%) 87.90M +1.3M (+1.5%) 1.15% -0.150 pp 0.02% -0.001 pp USD20.32 +78.0% 47 qtrs
19 MORGAN STANLEY 2.43M +264.8K (+12.2%) 87.88M +12.8M (+17.0%) 1.19% +0.068 pp 0.01% +0.001 pp USD24.28 +48.9% 47 qtrs
20 DAIWA SECURITIES GROUP INC. 2.32M -921.3K (-28.5%) 83.78M -28.5M (-25.4%) 1.09% -0.589 pp 0.27% -0.111 pp USD32.64 +10.8% 47 qtrs
21 RAYMOND JAMES FINANCIAL INC 2.03M -195.1K (-8.8%) 73.66M -3.4M (-4.4%) 0.99% -0.159 pp 0.02% -0.002 pp USD28.00 +29.1% 5 qtrs
22 ALYESKA INVESTMENT GROUP, L.P. 2.03M -1.1M (-34.9%) 73.31M -34.8M (-32.2%) 1.00% -0.624 pp 0.21% -0.120 pp USD27.16 +33.1% 10 qtrs
23 COPELAND CAPITAL MANAGEMENT, LLC 1.80M +86.7K (+5.1%) 65.19M +5.7M (+9.5%) 0.85% -0.040 pp 1.46% +0.216 pp USD33.89 +6.7% 3 qtrs
24 ZIMMER PARTNERS, LP 1.76M +173.7K (+10.9%) 63.71M +8.6M (+15.7%) 0.87% +0.040 pp 1.68% +0.489 pp USD31.21 +15.9% 10 qtrs
25 GRS ADVISORS, LLC 1.66M +108.1K (+7.0%) 59.98M +6.2M (+11.5%) 0.81% +0.009 pp 5.38% +0.348 pp USD29.17 +24.0% 9 qtrs
26 LEGAL & GENERAL GROUP PLC 1.56M +149.6K (+10.6%) 56.36M +7.5M (+15.3%) 0.74% +0.004 pp 0.01% +0.002 pp USD23.33 +55.0% 46 qtrs
27 AMERICAN CENTURY COMPANIES INC 1.53M +825.6K (+118.0%) 55.16M +30.9M (+127.3%) 0.75% +0.385 pp 0.03% +0.015 pp USD29.53 +22.5% 42 qtrs
28 QUBE RESEARCH & TECHNOLOGIES LTD 1.43M +1.1M (+329.4%) 51.89M +40.3M (+347.8%) 0.70% +0.531 pp 0.05% +0.041 pp USD33.86 +6.8% 10 qtrs
29 PRINCIPAL FINANCIAL GROUP INC 1.33M +93.1K (+7.5%) 48.04M +5.2M (+12.1%) 0.63% -0.015 pp 0.02% +0.003 pp USD25.84 +39.9% 47 qtrs
30 UBS ASSET MANAGEMENT AMERICAS INC 1.32M +14.8K (+1.1%) 47.85M +2.5M (+5.4%) 0.63% -0.055 pp 0.01% +0.000 pp USD28.85 +25.3% 47 qtrs
31 JPMORGAN CHASE & CO 1.32M -120.5K (-8.4%) 47.79M -2.2M (-4.4%) 0.62% -0.125 pp 0.00% +0.000 pp USD28.88 +25.2% 47 qtrs
32 RUSSELL INVESTMENTS GROUP, LTD. 1.23M -60.0K (-4.7%) 44.35M -266.0K (-0.6%) 0.60% -0.066 pp 0.05% -0.002 pp USD28.94 +24.9% 13 qtrs
33 SEI INVESTMENTS CO 1.08M -95.9K (-8.2%) 38.89M -1.7M (-4.3%) 0.51% -0.101 pp 0.04% -0.005 pp USD29.61 +22.1% 18 qtrs
34 UBS GROUP AG 1.04M +472.5K (+82.7%) 37.75M +17.9M (+90.5%) 0.51% +0.216 pp 0.01% +0.003 pp USD33.35 +8.4% 44 qtrs
35 BANK OF AMERICA CORP /DE/ 1,000.0K +295.5K (+41.9%) 36.16M +11.7M (+48.0%) 0.49% +0.125 pp 0.00% +0.001 pp USD30.67 +17.9% 47 qtrs
36 GOLDMAN SACHS GROUP INC 958.9K -418.2K (-30.4%) 34.67M -13.1M (-27.4%) 0.47% -0.245 pp 0.00% -0.002 pp USD30.62 +18.1% 47 qtrs
37 HUDSON BAY CAPITAL MANAGEMENT LP 952.6K -757.9K (-44.3%) 34.45M -24.9M (-41.9%) 0.47% -0.421 pp 0.11% -0.084 pp USD34.25 +5.6% 6 qtrs
38 VICTORY CAPITAL MANAGEMENT INC 936.0K -85.2K (-8.3%) 33.84M -1.6M (-4.4%) 0.46% -0.071 pp 0.02% -0.002 pp USD24.52 +47.5% 26 qtrs
39 ROYAL LONDON ASSET MANAGEMENT LTD 907.0K +11.2K (+1.2%) 32.80M +1.7M (+5.6%) 0.43% -0.037 pp 0.07% +0.002 pp USD23.52 +53.7% 17 qtrs
40 SCHRODER INVESTMENT MANAGEMENT GROUP 877.0K +105.8K (+13.7%) 32.09M +5.9M (+22.5%) 0.43% +0.030 pp 0.02% +0.004 pp USD33.08 +9.3% 5 qtrs
41 SG AMERICAS SECURITIES, LLC 865.1K +761.8K (+737.0%) 31.28M +27.7M (+772.6%) 0.41% +0.355 pp 0.04% +0.028 pp USD35.95 +0.6% 37 qtrs
42 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 835.9K -85.5K (-9.3%) 30.22M -1.7M (-5.4%) 0.39% -0.084 pp 0.08% +0.002 pp USD18.77 +92.6% 15 qtrs
43 ADAGE CAPITAL PARTNERS GP, L.L.C. 800.0K -25.0K (-3.0%) 28.93M +317.0K (+1.1%) 0.39% -0.036 pp 0.04% -0.002 pp USD31.05 +16.5% 3 qtrs
44 MACKENZIE FINANCIAL CORP 777.1K +163.1K (+26.6%) 28.64M +7.3M (+34.5%) 0.38% +0.063 pp 0.03% +0.008 pp USD34.24 +5.6% 21 qtrs
45 PUBLIC SECTOR PENSION INVESTMENT BOARD 772.9K -86.4K (-10.1%) 27.95M -1.9M (-6.2%) 0.38% -0.067 pp 0.09% -0.015 pp USD27.46 +31.7% 47 qtrs
46 AMERIPRISE FINANCIAL INC 755.5K +117.5K (+18.4%) 27.33M +5.2M (+23.5%) 0.37% +0.040 pp 0.01% +0.001 pp USD23.50 +53.9% 47 qtrs
47 AEW CAPITAL MANAGEMENT L P 701.9K -395.6K (-36.0%) 25.38M -12.7M (-33.3%) 0.33% -0.239 pp 1.84% -0.283 pp USD28.14 +28.5% 8 qtrs
48 TWO SIGMA INVESTMENTS, LP 699.5K -518.0K (-42.5%) 25.30M -16.9M (-40.1%) 0.34% -0.289 pp 0.04% -0.027 pp USD25.28 +43.0% 23 qtrs
49 SCHONFELD STRATEGIC ADVISORS LLC 650.6K +221.9K (+51.8%) 23.52M +8.7M (+58.2%) 0.32% +0.097 pp 0.10% +0.020 pp USD32.13 +12.5% 11 qtrs
50 SOUND INCOME STRATEGIES, LLC 621.7K +37.5K (+6.4%) 23.48M +3.7M (+18.9%) 0.29% -0.010 pp 1.11% +0.031 pp USD26.09 +38.6% 10 qtrs
51 RHUMBLINE ADVISERS 611.1K -38.6K (-5.9%) 22.10M -433.9K (-1.9%) 0.30% -0.038 pp 0.02% 0.000 pp USD23.31 +55.1% 47 qtrs
52 HSBC HOLDINGS PLC 609.1K -35.0K (-5.4%) 22.00M -219.7K (-1.0%) 0.30% -0.036 pp 0.01% -0.001 pp USD32.01 +13.0% 33 qtrs
53 GREAT WEST LIFE ASSURANCE CO /CAN/ 554.1K +4.6K (+0.8%) 20.03M +1.2M (+6.3%) 0.27% -0.014 pp 0.03% +0.008 pp USD24.18 +49.5% 47 qtrs
54 SEGALL BRYANT & HAMILL, LLC 532.9K -46.3K (-8.0%) 19.27M -815.4K (-4.1%) 0.26% -0.039 pp 0.26% -0.007 pp USD28.09 +28.7% 5 qtrs
55 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 531.1K +203.4K (+62.1%) 19.20M +7.8M (+69.0%) 0.25% +0.081 pp 0.01% +0.004 pp USD35.25 +2.6% 2 qtrs
56 DEUTSCHE BANK AG\ 504.1K +242.6K (+92.8%) 18.23M +9.2M (+101.0%) 0.24% +0.102 pp 0.01% +0.003 pp USD31.65 +14.2% 47 qtrs
57 PRUDENTIAL FINANCIAL INC 485.4K -421.6K (-46.5%) 17.55M -13.9M (-44.2%) 0.24% -0.233 pp 0.02% -0.016 pp USD27.16 +33.1% 47 qtrs
58 ENVESTNET ASSET MANAGEMENT INC 483.1K -45.1K (-8.5%) 17.47M -848.1K (-4.6%) 0.24% -0.037 pp 0.01% 0.000 pp USD30.92 +16.9% 24 qtrs
59 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 470.1K +112.0K (+31.3%) 17.07M +4.5M (+35.3%) 0.23% +0.045 pp 0.03% +0.007 pp USD31.90 +13.4% 17 qtrs
60 WELLS FARGO & COMPANY/MN 467.3K +87.7K (+23.1%) 16.90M +3.7M (+28.3%) 0.23% +0.032 pp 0.00% +0.001 pp USD28.58 +26.5% 47 qtrs
61 GILLSON CAPITAL LP 461.8K -154.5K (-25.1%) 16.70M -4.7M (-21.9%) 0.23% -0.094 pp 1.09% -0.763 pp USD30.60 +18.2% 3 qtrs
62 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 450.6K +69.4K (+18.2%) 16.29M +3.1M (+23.3%) 0.21% +0.015 pp 0.03% +0.005 pp USD31.11 +16.2% 4 qtrs
63 SWISS NATIONAL BANK 440.2K +13.1K (+3.1%) 15.92M +1.1M (+7.5%) 0.21% -0.014 pp 0.01% +0.001 pp USD24.26 +49.1% 47 qtrs
64 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 436.3K +37.2K (+9.3%) 15.78M +1.9M (+14.0%) 0.21% -0.001 pp 0.01% +0.001 pp USD31.04 +16.5% 6 qtrs
65 ASSET MANAGEMENT ONE CO., LTD. 413.0K -24.2K (-5.5%) 15.31M +147.0K (+1.0%) 0.20% -0.032 pp 0.04% -0.001 pp USD21.89 +65.2% 47 qtrs
66 ADELANTE CAPITAL MANAGEMENT LLC 391.9K +51.7K (+15.2%) 14.17M +2.4M (+20.1%) 0.19% +0.016 pp 0.96% +0.166 pp USD34.88 +3.7% 2 qtrs
67 ALLIANCEBERNSTEIN L.P. 390.5K +72.8K (+22.9%) 14.12M +3.1M (+28.2%) 0.19% +0.027 pp 0.00% +0.001 pp USD27.51 +31.4% 47 qtrs
68 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 379.4K +89.4K (+30.8%) 13.72M +3.7M (+36.4%) 0.18% +0.029 pp 0.04% +0.004 pp USD32.08 +12.7% 6 qtrs
69 BARCLAYS PLC 368.5K +108.7K (+41.8%) 13.33M +5.3M (+66.2%) 0.18% +0.046 pp 0.00% +0.001 pp USD30.76 +17.6% 47 qtrs
70 BOOTHBAY FUND MANAGEMENT, LLC 347.0K +50.2K (+16.9%) 12.55M +2.3M (+21.9%) 0.17% +0.016 pp 0.19% +0.038 pp USD32.85 +10.1% 8 qtrs
71 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 333.5K +34.0K (+11.3%) 12.06M +1.7M (+16.1%) 0.16% +0.008 pp 0.19% +0.021 pp USD34.06 +6.2% 3 qtrs
72 NOMURA ASSET MANAGEMENT CO LTD 333.2K +13.3K (+4.2%) 12.05M +954.3K (+8.6%) 0.16% -0.009 pp 0.03% +0.002 pp USD24.59 +47.1% 45 qtrs
73 FIRST TRUST ADVISORS LP 324.2K +37.3K (+13.0%) 11.72M +1.8M (+17.8%) 0.16% +0.010 pp 0.01% +0.001 pp USD28.56 +26.6% 45 qtrs
74 VIRGINIA RETIREMENT SYSTEMS ET AL 317.4K +90.4K (+39.8%) 11.48M +3.6M (+45.8%) 0.15% +0.032 pp 0.07% +0.017 pp USD30.74 +17.6% 4 qtrs
75 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 312.6K -4.6K (-1.5%) 11.30M +301.8K (+2.7%) 0.15% -0.011 pp 0.04% +0.000 pp USD24.07 +50.2% 23 qtrs
76 ALLIANZ ASSET MANAGEMENT GMBH 306.8K +57.9K (+23.3%) 11.09M +2.5M (+28.5%) 0.14% +0.016 pp 0.01% +0.002 pp USD32.64 +10.8% 41 qtrs
77 B&I CAPITAL AG 303.9K +303.9K (+100.0%) 10.99M +11.0M (+100.0%) 0.14% +0.144 pp 3.91% +3.908 pp USD36.16 +0.0% 1 qtrs NEW
78 TRIBUTARY CAPITAL MANAGEMENT, LLC 274.6K -104.8K (-27.6%) 9.93M -3.2M (-24.5%) 0.13% -0.068 pp 0.98% -0.212 pp USD26.15 +38.3% 7 qtrs
79 VOYA INVESTMENT MANAGEMENT LLC 268.5K +188.6K (+235.9%) 9.71M +6.9M (+250.2%) 0.13% +0.085 pp 0.01% +0.007 pp USD33.37 +8.4% 47 qtrs
80 MACQUARIE GROUP LTD 257.9K +7.6K (+3.0%) 9.33M +644.3K (+7.4%) 0.12% -0.008 pp 0.04% +0.031 pp USD24.19 +49.5% 36 qtrs
81 ALGERT GLOBAL LLC 256.1K -10.9K (-4.1%) 9.26M +2.0K (+0.0%) 0.13% -0.013 pp 0.14% -0.011 pp USD28.87 +25.3% 7 qtrs
82 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 255.1K +7.4K (+3.0%) 9.22M +633.9K (+7.4%) 0.13% -0.003 pp 0.05% +0.001 pp USD26.19 +38.1% 27 qtrs
83 GUGGENHEIM CAPITAL LLC 253.7K +30.0K (+13.4%) 9.17M +1.4M (+18.3%) 0.12% +0.008 pp 0.07% +0.009 pp USD24.58 +47.1% 37 qtrs
84 RENAISSANCE GROUP LLC 245.8K +2.4K (+1.0%) 8.89M +445.8K (+5.3%) 0.12% -0.010 pp 0.36% +0.038 pp USD34.21 +5.7% 21 qtrs
85 CITIGROUP INC 245.6K +59.4K (+31.9%) 8.88M +2.4M (+37.5%) 0.12% +0.019 pp 0.00% +0.001 pp USD27.48 +31.6% 47 qtrs
86 STATE OF ALASKA, DEPARTMENT OF REVENUE 244.8K +30.6K (+14.3%) 8.85M +1.4M (+19.2%) 0.12% +0.004 pp 0.09% +0.018 pp USD24.77 +46.0% 37 qtrs
87 SUMITOMO MITSUI TRUST HOLDINGS, INC. 244.0K +3.3K (+1.4%) 8.82M +474.2K (+5.7%) 0.12% -0.010 pp 0.01% +0.000 pp USD24.19 +49.5% 47 qtrs
88 BEACON POINTE ADVISORS, LLC 241.9K +9.8K (+4.2%) 8.75M +698.5K (+8.7%) 0.12% -0.002 pp 0.06% -0.007 pp USD30.04 +20.4% 4 qtrs
89 SIT INVESTMENT ASSOCIATES INC 235.3K -31.9K (-11.9%) 8.51M -758.0K (-8.2%) 0.11% -0.028 pp 0.17% -0.021 pp USD29.14 +24.1% 7 qtrs
90 IBEX WEALTH ADVISORS 233.6K +3.5K (+1.5%) 8.45M +466.4K (+5.8%) 0.11% -0.005 pp 0.83% +0.063 pp USD30.74 +17.6% 3 qtrs
91 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 233.1K -579.0 (-0.2%) 8.43M +325.0K (+4.0%) 0.11% -0.011 pp 0.02% +0.001 pp USD19.42 +86.2% 47 qtrs
92 NEUBERGER BERMAN GROUP LLC 227.3K +5.5K (+2.5%) 8.22M +525.5K (+6.8%) 0.11% -0.008 pp 0.01% +0.001 pp USD25.50 +41.8% 9 qtrs
93 ROYAL BANK OF CANADA 225.8K -182.0K (-44.6%) 8.16M -6.0M (-42.3%) 0.11% -0.101 pp 0.00% -0.001 pp USD30.39 +19.0% 43 qtrs
94 STATE OF WISCONSIN INVESTMENT BOARD 220.9K -6.8K (-3.0%) 7.99M +92.3K (+1.2%) 0.11% -0.010 pp 0.02% 0.000 pp USD21.17 +70.8% 16 qtrs
95 GABELLI FUNDS LLC 218.0K -10.9K (-4.8%) 7.88M -54.6K (-0.7%) 0.10% -0.016 pp 0.05% 0.000 pp USD30.60 +18.2% 3 qtrs
96 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 212.0K +4.6K (+2.2%) 7.66M +473.4K (+6.6%) 0.10% -0.004 pp 0.01% +0.000 pp USD23.07 +56.7% 47 qtrs
97 VOLORIDGE INVESTMENT MANAGEMENT, LLC 208.1K -408.3K (-66.2%) 7.52M -13.9M (-64.8%) 0.10% -0.218 pp 0.03% -0.045 pp USD25.92 +39.5% 19 qtrs
98 ONE8ZERO8, LLC 206.0K -11.8K (-5.4%) 7.45M -104.4K (-1.4%) 0.10% -0.012 pp 1.62% -0.008 pp USD27.05 +33.7% 5 qtrs
99 MILLENNIUM MANAGEMENT LLC 200.1K -437.3K (-68.6%) 7.23M -14.9M (-67.3%) 0.10% -0.233 pp 0.00% -0.006 pp USD27.69 +30.6% 47 qtrs
100 PRICE T ROWE ASSOCIATES INC /MD/ 198.8K +20.1K (+11.2%) 7.19M +991.0K (+16.0%) 0.10% +0.005 pp 0.00% +0.000 pp USD26.50 +36.5% 47 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
20.1K
Shares disposed
Cash buys
Cash sales
Net activity
+20,148
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
2026-01-31 Sedgwick David M. Officer A-Award A Common Stock 99,240 0.00 545,383 D
2026-01-31 Callister James Officer A-Award A Common Stock 58,379 0.00 164,017 D
2026-01-31 BEALE LAUREN Officer F-InKind D Common Stock 12,208 37.34 455.8K 70,006 D
2026-01-02 Williams Careina D. Director A-Award A LTIP Units 3,105 0.00 3,105 D
2026-01-02 Stapley Gregory K. Director A-Award A LTIP Units 5,781 0.00 5,781 D
2026-01-02 Sedgwick David M. Officer A-Award A LTIP Units 73,821 0.00 73,821 D
2026-01-02 Plumb Spencer G Director A-Award A LTIP Units 5,781 0.00 5,781 D
2026-01-02 Olson Anne Director A-Award A LTIP Units 3,105 0.00 3,105 D
2026-01-02 LAING DIANA Director A-Award A LTIP Units 3,105 0.00 3,105 D
2026-01-02 Callister James Officer A-Award A LTIP Units 23,838 0.00 23,838 D
2026-01-02 Bunker Derek J Officer A-Award A LTIP Units 11,145 0.00 11,145 D
2026-01-02 BEALE LAUREN Officer A-Award A Common Stock 11,133 0.00 82,214 D
2026-01-01 Stapley Gregory K. Director Common Stock 0 0.00 806,482 I
2026-01-01 Bunker Derek J Officer 0 0.00 0
2025-04-29 Williams Careina D. Director A-Award A Common Stock 5,037 0.00 23,155 D
2025-04-29 Plumb Spencer G Director A-Award A Common Stock 5,037 0.00 45,777 D
2025-04-29 Olson Anne Director A-Award A Common Stock 5,037 0.00 23,155 D
2025-04-29 LAING DIANA Director A-Award A Common Stock 5,037 0.00 36,771 D
2025-01-31 Wagner William M Officer F-InKind D Common Stock 37,797 26.50 1.00M 290,522 D
2025-01-31 Sedgwick David M. Officer F-InKind D Common Stock 56,378 26.50 1.49M 446,143 D
2025-01-31 Callister James Officer F-InKind D Common Stock 10,915 26.50 289.2K 105,638 D
2025-01-31 BEALE LAUREN Officer F-InKind D Common Stock 8,111 26.50 214.9K 71,081 D
2025-01-28 Wagner William M Officer A-Award A Common Stock 21,168 0.00 328,319 D
2025-01-28 Sedgwick David M. Officer A-Award A Common Stock 45,713 0.00 502,521 D
2025-01-28 Callister James Officer A-Award A Common Stock 21,168 0.00 116,553 D
2025-01-28 BEALE LAUREN Officer A-Award A Common Stock 7,361 0.00 79,192 D
2025-01-01 BEALE LAUREN Officer Common Stock 0 0.00 71,831 D
2024-12-18 Wagner William M Officer A-Award A Common Stock 28,308 0.00 285,747 D
2024-12-18 Sedgwick David M. Officer A-Award A Common Stock 87,657 0.00 416,747 D
2024-12-18 Callister James Officer A-Award A Common Stock 28,308 0.00 95,385 D
2024-09-04 Wagner William M Officer S-Sale D Common Stock 35,000 29.80 1.04M 257,439
2024-04-25 Williams Careina D. Director A-Award A Common Stock 5,428 0.00 18,118
2024-04-25 Plumb Spencer G Director A-Award A Common Stock 5,428 0.00 40,740
2024-04-25 Olson Anne Director A-Award A Common Stock 5,428 0.00 18,118
2024-04-25 LAING DIANA Director A-Award A Common Stock 5,428 0.00 31,734
2024-02-05 Wagner William M Officer A-Award A Common Stock 46,299 0.00 320,349
2024-02-05 Sedgwick David M. Officer A-Award A Common Stock 47,623 0.00 357,194
2024-01-31 Wagner William M Officer F-InKind D Common Stock 12,580 20.93 263.3K 274,050
2024-01-31 Sedgwick David M. Officer F-InKind D Common Stock 17,167 20.93 359.3K 309,571
2024-01-31 Callister James Officer F-InKind D Common Stock 5,073 20.93 106.2K 67,077
2024-01-29 Wagner William M Officer F-InKind D Common Stock 4,518 21.53 97.3K 286,630
2024-01-29 Sedgwick David M. Officer F-InKind D Common Stock 3,830 21.53 82.5K 326,738
2023-12-15 Wagner William M Officer A-Award A Common Stock 23,742 0.00 291,148
2023-12-15 Sedgwick David M. Officer A-Award A Common Stock 57,057 0.00 330,568
2023-12-15 Callister James Officer A-Award A Common Stock 24,189 0.00 72,150
2023-04-27 Williams Careina D. Director A-Award A Common Stock 6,192 0.00 12,690
2023-04-27 Plumb Spencer G Director A-Award A Common Stock 6,192 0.00 35,312
2023-04-27 Olson Anne Director A-Award A Common Stock 6,192 0.00 12,690
2023-04-27 LAING DIANA Director A-Award A Common Stock 6,192 0.00 26,306
2023-02-05 Wagner William M Officer F-InKind D Common Stock 9,182 20.51 188.3K 267,406
2023-02-05 Sedgwick David M. Officer F-InKind D Common Stock 7,512 20.51 154.1K 273,511
2023-01-31 Wagner William M Officer F-InKind D Common Stock 7,511 20.72 155.6K 276,588
2023-01-31 Sedgwick David M. Officer F-InKind D Common Stock 8,932 20.72 185.1K 281,023
2023-01-31 Callister James Officer F-InKind D Common Stock 2,434 20.72 50.4K 47,961
2023-01-27 Wagner William M Officer F-InKind D Common Stock 4,375 20.49 89.6K 284,099
2023-01-27 Sedgwick David M. Officer F-InKind D Common Stock 3,735 20.49 76.5K 289,955
2022-12-15 Wagner William M Officer A-Award A Common Stock 26,133 0.00 288,474
2022-12-15 Sedgwick David M. Officer A-Award A Common Stock 43,170 0.00 293,690
2022-12-15 Callister James Officer A-Award A Common Stock 25,395 0.00 50,395
2022-06-28 Callister James Officer D Common Stock 0 0.00 25,000
2022-05-03 Williams Careina D. Director A-Award A Common Stock 6,498 0.00 6,498
2022-05-03 Stapley Gregory K. Officer F-InKind D Common Stock 100,220 16.93 1.70M 278,945
2022-05-03 Plumb Spencer G Director A-Award A Common Stock 6,498 0.00 29,120
2022-05-03 Olson Anne Director A-Award A Common Stock 6,498 0.00 6,498
2022-05-03 LAING DIANA Director A-Award A Common Stock 6,498 0.00 20,114
2022-03-14 Williams Careina D. Director 0 0.00 0
2022-02-11 Wagner William M Officer F-InKind D Common Stock 16,494 19.81 326.7K 262,341
2022-02-11 Stapley Gregory K. Director / Officer F-InKind D Common Stock 34,190 19.81 677.3K 333,298
2022-02-11 Sedgwick David M. Officer F-InKind D Common Stock 13,299 19.81 263.5K 250,520
2022-02-11 Lamb Mark D Officer F-InKind D Common Stock 13,299 19.81 263.5K 202,875
2022-02-05 Wagner William M Officer F-InKind D Common Stock 5,474 19.59 107.2K 278,835
2022-02-05 Stapley Gregory K. Director / Officer F-InKind D Common Stock 13,962 19.59 273.5K 395,463
2022-02-05 Sedgwick David M. Officer F-InKind D Common Stock 4,342 19.59 85.1K 263,819
2022-02-05 Lamb Mark D Officer F-InKind D Common Stock 4,342 19.59 85.1K 216,174
2022-01-31 Wagner William M Officer F-InKind D Common Stock 2,274 21.21 48.2K 284,309
2022-01-31 Stapley Gregory K. Director / Officer F-InKind D Common Stock 4,548 21.21 96.5K 409,425
2022-01-31 Sedgwick David M. Officer F-InKind D Common Stock 2,336 21.21 49.5K 268,161
2022-01-31 Lamb Mark D Officer F-InKind D Common Stock 2,267 21.21 48.1K 220,516
2022-01-27 Wagner William M Officer F-InKind D Common Stock 2,995 20.55 61.5K 286,583
2022-01-27 Stapley Gregory K. Director / Officer F-InKind D Common Stock 5,318 20.55 109.3K 413,973
2022-01-27 Sedgwick David M. Officer F-InKind D Common Stock 2,601 20.55 53.5K 270,497
2022-01-27 Lamb Mark D Officer F-InKind D Common Stock 2,634 20.55 54.1K 222,783
2022-01-07 Stapley Gregory K. Director / Officer G-Gift D Common Stock 27,975 0.00 367,488
2021-12-15 Wagner William M Officer A-Award A Common Stock 23,070 0.00 289,578
2021-12-15 Stapley Gregory K. Director / Officer A-Award A Common Stock 6,417 0.00 419,291
2021-12-15 Sedgwick David M. Officer A-Award A Common Stock 30,603 0.00 273,098
2021-12-15 Lamb Mark D Officer A-Award A Common Stock 23,070 0.00 225,417
2021-04-30 Plumb Spencer G Director A-Award A Common Stock 4,136 0.00 22,622
2021-04-30 LAING DIANA Director A-Award A Common Stock 4,136 0.00 13,616
2021-04-30 Kline Jon D Director A-Award A Common Stock 7,858 0.00 83,600
2021-04-30 BARBIERI ALLEN Director A-Award A Common Stock 4,136 0.00 35,428
2021-02-26 Wagner William M Officer A-Award A Common Stock 19,725 0.00 266,508
2021-02-26 Stapley Gregory K. Director / Officer A-Award A Common Stock 39,450 0.00 412,874
2021-02-26 Sedgwick David M. Officer A-Award A Common Stock 20,289 0.00 242,495
2021-02-26 Lamb Mark D Officer A-Award A Common Stock 19,725 0.00 202,347
2021-02-06 Wagner William M Officer F-InKind D Common Stock 6,175 23.48 145.0K 246,783
2021-02-06 Stapley Gregory K. Director / Officer F-InKind D Common Stock 13,692 23.48 321.5K 373,424
2021-02-06 Sedgwick David M. Officer F-InKind D Common Stock 4,998 23.48 117.4K 222,206
2021-02-06 Lamb Mark D Officer F-InKind D Common Stock 4,797 23.48 112.6K 182,622
2021-02-05 Wagner William M Officer F-InKind D Common Stock 4,761 23.48 111.8K 252,958
2021-02-05 Stapley Gregory K. Director / Officer F-InKind D Common Stock 10,003 23.48 234.9K 387,116
2021-02-05 Sedgwick David M. Officer F-InKind D Common Stock 3,727 23.48 87.5K 227,204
2021-02-05 Lamb Mark D Officer F-InKind D Common Stock 3,577 23.48 84.0K 187,419
2021-01-27 Wagner William M Officer A-Award A Common Stock 47,022 0.00 257,719
2021-01-27 Stapley Gregory K. Director / Officer A-Award A Common Stock 88,806 0.00 397,119
2021-01-27 Sedgwick David M. Officer A-Award A Common Stock 40,500 0.00 230,931
2021-01-27 Lamb Mark D Officer A-Award A Common Stock 40,500 0.00 190,996
2020-12-31 BARBIERI ALLEN Director 0 0.00 0
2020-04-30 Plumb Spencer G Director A-Award A Common Stock 5,765 0.00 18,486
2020-04-30 LAING DIANA Director A-Award A Common Stock 5,765 0.00 9,480
2020-04-30 Kline Jon D Director A-Award A Common Stock 10,316 0.00 75,742
2020-04-30 BARBIERI ALLEN Director A-Award A Common Stock 5,765 0.00 33,292
2020-03-13 Plumb Spencer G Director P-Purchase A Common Stock 1,500 12.77 19.2K 12,721
2020-03-09 Wagner William M Officer A-Award A Common Stock 45,008 0.00 210,697
2020-03-09 Stapley Gregory K. Director / Officer A-Award A Common Stock 95,996 0.00 308,313
2020-03-09 Sedgwick David M. Officer A-Award A Common Stock 37,288 0.00 190,431
2020-03-09 Lamb Mark D Officer A-Award A Common Stock 37,288 0.00 150,496
2020-02-06 Wagner William M Officer F-InKind D Common Stock 6,176 22.67 140.0K 165,689
2020-02-06 Stapley Gregory K. Director / Officer F-InKind D Common Stock 13,693 22.67 310.4K 212,317
2020-02-06 Sedgwick David M. Officer F-InKind D Common Stock 4,998 22.67 113.3K 153,143
2020-02-06 Lamb Mark D Officer F-InKind D Common Stock 4,998 22.67 113.3K 113,208
2020-02-05 Wagner William M Officer F-InKind D Common Stock 3,942 22.45 88.5K 171,865
2020-02-05 Stapley Gregory K. Director / Officer F-InKind D Common Stock 8,107 22.45 182.0K 226,010
2020-02-05 Sedgwick David M. Officer F-InKind D Common Stock 2,832 22.45 63.6K 158,141
2020-02-05 Lamb Mark D Officer F-InKind D Common Stock 2,832 22.45 63.6K 118,206
2020-02-03 Wagner William M Officer F-InKind D Common Stock 7,801 22.24 173.5K 175,807
2020-02-03 Stapley Gregory K. Director / Officer F-InKind D Common Stock 17,190 22.24 382.3K 234,117
2020-02-03 Sedgwick David M. Officer F-InKind D Common Stock 5,210 22.24 115.9K 160,973
2020-02-03 Lamb Mark D Officer F-InKind D Common Stock 5,103 22.24 113.5K 121,038
2019-06-30 Wagner William M Officer F-InKind D Common Stock 5,499 23.78 130.8K 183,608
2019-06-30 Stapley Gregory K. Director / Officer F-InKind D Common Stock 12,650 23.78 300.8K 251,307
2019-06-30 Sedgwick David M. Officer F-InKind D Common Stock 5,128 23.78 121.9K 166,183
2019-06-30 Lamb Mark D Officer F-InKind D Common Stock 5,302 23.78 126.1K 126,141
2019-05-31 Wagner William M Officer F-InKind D Common Stock 3,568 24.31 86.7K 189,107
2019-05-31 Stapley Gregory K. Director / Officer F-InKind D Common Stock 5,679 24.31 138.1K 263,957
2019-05-31 Sedgwick David M. Officer F-InKind D Common Stock 2,322 24.31 56.4K 171,311
2019-05-31 Lamb Mark D Officer F-InKind D Common Stock 2,312 24.31 56.2K 131,443
2019-05-01 Plumb Spencer G Director A-Award A Common Stock 3,715 0.00 11,221
2019-05-01 LAING DIANA Director A-Award A Common Stock 3,715 0.00 3,715
2019-05-01 Kline Jon D Director A-Award A Common Stock 6,604 0.00 65,426
2019-05-01 BARBIERI ALLEN Director A-Award A Common Stock 3,715 0.00 27,527
2019-02-06 Wagner William M Officer F-InKind D Common Stock 6,175 21.85 134.9K 192,675
2019-02-06 Stapley Gregory K. Director / Officer F-InKind D Common Stock 13,689 21.85 299.1K 269,636
2019-02-06 Sedgwick David M. Officer F-InKind D Common Stock 4,836 21.85 105.7K 173,633
2019-02-06 Lamb Mark D Officer F-InKind D Common Stock 4,999 21.85 109.2K 133,755
2019-02-05 Wagner William M Officer A-Award A Common Stock 31,800 0.00 198,850
2019-02-05 Stapley Gregory K. Director / Officer A-Award A Common Stock 65,400 0.00 283,325
2019-02-05 Sedgwick David M. Officer A-Award A Common Stock 22,840 0.00 178,469
2019-02-05 Lamb Mark D Officer A-Award A Common Stock 22,840 0.00 138,754
2019-02-03 Wagner William M Officer F-InKind D Common Stock 7,790 21.72 169.2K 167,050
2019-02-03 Stapley Gregory K. Director / Officer F-InKind D Common Stock 17,172 21.72 373.0K 217,925
2019-02-03 Sedgwick David M. Officer F-InKind D Common Stock 5,005 21.72 108.7K 155,629
2019-02-03 Lamb Mark D Officer F-InKind D Common Stock 5,094 21.72 110.6K 115,914
2019-01-15 LAING DIANA Director 0 0.00 0
2018-07-27 Lamb Mark D Officer D Common Stock 0 0.00 121,008
2018-06-30 Wagner William M Officer F-InKind D Common Stock 5,839 16.69 97.5K 174,840
2018-06-30 Stapley Gregory K. Director / Officer F-InKind D Common Stock, par value $0.01 12,650 16.69 211.1K 235,097
2018-06-30 Sedgwick David M. Officer F-InKind D Common Stock 5,128 16.69 85.6K 160,634
2018-05-31 Wagner William M Officer F-InKind D Common Stock 2,960 16.49 48.8K 180,679
2018-05-31 Stapley Gregory K. Director / Officer F-InKind D Common Stock, par value $0.01 5,679 16.49 93.6K 247,747
2018-05-31 Sedgwick David M. Officer F-InKind D Common Stock 1,596 16.49 26.3K 165,762
2018-05-30 Plumb Spencer G Director A-Award A Common Stock 3,954 0.00 7,506
2018-05-30 Lindahl David G. Director A-Award A Common Stock 7,300 0.00 31,888
2018-05-30 Kline Jon D Director A-Award A Common Stock 7,908 0.00 58,822
2018-05-30 BARBIERI ALLEN Director A-Award A Common Stock 7,300 0.00 23,812
2018-02-06 Wagner William M Officer A-Award A Common Stock 49,820 0.00 183,639
2018-02-06 Stapley Gregory K. Director / Officer G-Gift A Common Stock, par value $0.01 16,257 0.00 527,537
2018-02-06 Sedgwick David M. Officer A-Award A Common Stock 40,320 0.00 167,358
2018-02-03 Wagner William M Officer F-InKind D Common Stock 7,861 15.37 120.8K 133,819
2018-02-03 Stapley Gregory K. Director / Officer F-InKind D Common Stock, par value $0.01 17,199 15.37 264.3K 194,502
2018-02-03 Sedgwick David M. Officer F-InKind D Common Stock 5,073 15.37 78.0K 127,038
2017-07-20 Plumb Spencer G Director A-Award A Common Stock 3,552 0.00 3,552
2017-07-20 Lindahl David G. Director A-Award A Common Stock 6,558 0.00 24,588
2017-07-20 Kline Jon D Director A-Award A Common Stock 7,104 0.00 50,914
2017-07-20 BARBIERI ALLEN Director A-Award A Common Stock 3,552 0.00 16,512
2017-06-30 Wagner William M Officer F-InKind D Common Stock 6,128 18.54 113.6K 141,680
2017-06-30 Stapley Gregory K. Director / Officer F-InKind D Common Stock, par value $0.01 14,096 18.54 261.3K 211,701
2017-06-30 Sedgwick David M. Officer F-InKind D Common Stock 5,101 18.54 94.6K 132,111
2017-05-31 Wagner William M Officer F-InKind D Common Stock 3,976 18.25 72.6K 147,808
2017-05-31 Stapley Gregory K. Director / Officer F-InKind D Common Stock, par value $0.01 6,329 18.25 115.5K 225,797
2017-05-31 Sedgwick David M. Officer F-InKind D Common Stock 2,310 18.25 42.2K 137,212
2017-02-28 Plumb Spencer G Director 0 0.00 0
2017-02-03 Wagner William M Officer A-Award A Common Stock 46,022 0.00 151,784
2017-02-03 Stapley Gregory K. Director / Officer A-Award A Common Stock, par value $0.01 103,550 0.00 232,126
2017-02-03 Sedgwick David M. Officer A-Award A Common Stock 30,243 0.00 139,522
2016-12-31 Stapley Gregory K. Director / Officer I Common Stock, par value $0.01 0 0.00 28,732
2016-06-30 Wagner William M Officer F-InKind D Common Stock 4,168 13.78 57.4K 105,762
2016-06-30 Stapley Gregory K. Director / Officer F-InKind D Common Stock, par value $0.01 13,313 13.78 183.5K 128,576
2016-06-30 Sedgwick David M. Officer F-InKind D Common Stock 3,540 13.78 48.8K 109,279
2016-05-31 Wagner William M Officer F-InKind D Common Stock 2,705 13.39 36.2K 109,930
2016-05-31 Stapley Gregory K. Director / Officer F-InKind D Common Stock, par value $0.01 5,977 13.39 80.0K 141,889
2016-05-31 Sedgwick David M. Officer F-InKind D Common Stock 1,603 13.39 21.5K 112,819
2016-05-25 Lindahl David G. Director A-Award A Common Stock 6,860 0.00 18,030
2016-05-25 Kline Jon D Director A-Award A Common Stock 7,240 0.00 43,810
2016-05-25 BARBIERI ALLEN Director A-Award A Common Stock 6,670 0.00 12,960
2015-12-31 Stapley Gregory K. Director / Officer I Common Stock, par value $0.01 0 0.00 475,520
2015-11-16 SABIN GARY B Director P-Purchase A Common Stock 20,000 10.25 205.0K 32,160
2015-08-13 Wagner William M Officer P-Purchase A Common Stock 35,000 10.50 367.5K 112,635
2015-08-13 Stapley Gregory K. Director / Officer P-Purchase A Common Stock 50,000 10.50 525.0K 205,015
2015-08-13 Sedgwick David M. Officer P-Purchase A Common Stock 19,000 10.50 199.5K 114,422

Executive team

Top executives
EBIT / Employee
17.57M
Shares Outstanding
223.24M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 David M. Sedgwick President and Chief Executive Officer 1.00M 1.24M 7.75M 10.5K 10.00M 12.42%
2 2025 William M. Wagner Chief Financial Officer and Treasurer 600.0K 575.1K 2.70M 10.5K 3.89M 14.80%
3 2025 James B. Callister Chief Investment Officer and Secretary 600.0K 575.1K 2.70M 10.5K 3.89M 14.80%
4 2024 David M. Sedgwick President and Chief Executive Officer 880.0K 5.31M 3.42M 10.4K 9.62M 55.24%
5 2024 William M. Wagner Chief Financial Officer and Treasurer 575.1K 1.84M 1.44M 10.4K 3.86M 47.62%
6 2024 James B. Callister Chief Investment Officer and Secretary 529.5K 1.72M 1.44M 10.4K 3.69M 46.46%
7 2023 David M. Sedgwick President and Chief Executive Officer 800.0K 2.79M 1.83M 9.9K 5.43M 51.35%
8 2023 David M. Sedgwick President and Chief Executive Officer 800.0K 2.79M 1.83M 9.9K 5.43M 51.35%
9 2023 William M. Wagner Chief Financial Officer and Treasurer 555.7K 1.26M 836.0K 9.9K 2.66M 47.39%
10 2023 William M. Wagner Chief Financial Officer and Treasurer 555.7K 1.26M 836.0K 9.9K 2.66M 47.39%
11 2023 James B. Callister Chief Investment Officer and Secretary 500.0K 1.18M 774.4K 9.9K 2.47M 47.93%
12 2023 James B. Callister Chief Investment Officer and Secretary 500.0K 1.18M 774.4K 9.9K 2.47M 47.93%
13 2022 David M. Sedgwick President and Chief Executive Officer 700.0K 1.96M 1.27M 9.2K 3.94M 49.70%
14 2022 David M. Sedgwick President and Chief Executive Officer 700.0K 1.96M 1.27M 9.2K 3.94M 49.70%
15 2022 William M. Wagner Chief Financial Officer and Treasurer 529.2K 1.27M 686.9K 9.2K 2.49M 50.85%
16 2022 William M. Wagner Chief Financial Officer and Treasurer 529.2K 1.27M 686.9K 9.2K 2.49M 50.85%
17 2022 James B. Callister Chief Investment Officer and Secretary 465.0K 348.8K 1.15M 9.2K 1.97M 58.32%
18 2022 James B. Callister Chief Investment Officer and Secretary 465.0K 348.8K 1.15M 9.2K 1.97M 58.32%
19 2022 Mark D. Lamb Former Chief Investment Officer 529.2K 628.0K 9.2K 1.17M 0.00%
20 2022 Greg K. Stapley Former Executive Chairman of the Board 404.7K 9.2K 413.8K 0.00%
21 2021 Greg K. Stapley Former Executive Chairman of the Board 742.5K 4.48M 1.50M 8.7K 6.73M 66.56%
22 2021 Gregory K. Stapley Chief Executive Officer and Chairman 742.5K 4.48M 1.50M 8.7K 6.73M 66.56%
23 2021 David M. Sedgwick President and Chief Executive Officer 495.0K 3.40M 641.3K 8.7K 4.55M 74.83%
24 2021 David M. Sedgwick Chief Operating Officer and President 495.0K 3.40M 641.3K 8.7K 4.55M 74.83%
25 2021 William M. Wagner Chief Financial Officer and Treasurer 472.5K 3.25M 637.9K 8.7K 4.37M 74.39%
26 2021 Mark D. Lamb Former Chief Investment Officer 472.5K 3.01M 607.5K 8.7K 4.10M 73.46%
27 2021 Mark D. Lamb Chief Investment Officer 472.5K 3.01M 607.5K 8.7K 4.10M 73.46%
28 2020 Gregory K. Stapley Chief Executive Officer and Chairman 675.0K 1.83M 1.20M 8.6K 3.71M 49.32%
29 2020 Gregory K. Stapley Chief Executive Officer and Chairman 675.0K 1.83M 1.20M 8.6K 3.71M 49.32%
30 2020 Greg K. Stapley Former Executive Chairman of the Board 675.0K 1.83M 1.20M 8.6K 3.71M 49.32%
31 2020 William M. Wagner Chief Financial Officer and Treasurer 465.0K 857.8K 526.1K 8.6K 1.86M 46.18%
32 2020 William M. Wagner Chief Financial Officer and Treasurer 465.0K 857.8K 526.1K 8.6K 1.86M 46.18%
33 2020 David M. Sedgwick Chief Operating Officer and President 450.0K 710.7K 466.8K 8.6K 1.64M 43.44%
34 2020 Mark D. Lamb Chief Investment Officer 450.0K 710.7K 466.8K 8.6K 1.64M 43.44%
35 2020 Mark D. Lamb Former Chief Investment Officer 450.0K 710.7K 466.8K 8.6K 1.64M 43.44%
36 2020 David M. Sedgwick Chief Operating Officer and President 450.0K 710.7K 466.8K 8.6K 1.64M 43.44%
37 2020 Mark D. Lamb Chief Investment Officer 450.0K 710.7K 466.8K 8.6K 1.64M 43.44%
38 2020 David M. Sedgwick President and Chief Executive Officer 450.0K 710.7K 466.8K 8.6K 1.64M 43.44%
39 2019 Gregory K. Stapley Chief Executive Officer and Chairman 595.0K 1.44M 1.16M 8.4K 3.20M 44.91%
40 2019 Gregory K. Stapley Chief Executive Officer 595.0K 1.44M 1.16M 8.4K 3.20M 44.91%
41 2019 Gregory K. Stapley Chief Executive Officer and Chairman 595.0K 1.44M 1.16M 8.4K 3.20M 44.91%
42 2019 William M. Wagner Chief Financial Officer and Treasurer 375.0K 699.6K 482.8K 8.4K 1.57M 44.68%
43 2019 William M. Wagner Chief Financial Officer and Treasurer 375.0K 699.6K 482.8K 8.4K 1.57M 44.68%
44 2019 William M. Wagner Chief Financial Officer 375.0K 699.6K 482.8K 8.4K 1.57M 44.68%
45 2019 Mark D. Lamb Chief Investment Officer 345.0K 502.5K 444.2K 8.4K 1.30M 38.65%
46 2019 David M. Sedgwick Chief Operating Officer 345.0K 502.5K 444.2K 8.4K 1.30M 38.65%
47 2019 David M. Sedgwick Chief Operating Officer and President 345.0K 502.5K 444.2K 8.4K 1.30M 38.65%
48 2019 Mark D. Lamb Chief Investment Officer 345.0K 502.5K 444.2K 8.4K 1.30M 38.65%
49 2019 David M. Sedgwick Chief Operating Officer and President 345.0K 502.5K 444.2K 8.4K 1.30M 38.65%
50 2018 Gregory K. Stapley Chief Executive Officer 545.0K 1.67M 869.3K 8.3K 3.09M 54.02%
51 2018 Gregory K. Stapley Chief Executive Officer 545.0K 1.67M 869.3K 8.3K 3.09M 54.02%
52 2018 William M. Wagner Chief Financial Officer 342.0K 753.7K 357.4K 8.3K 1.46M 51.58%
53 2018 William M. Wagner Chief Financial Officer 342.0K 753.7K 357.4K 8.3K 1.46M 51.58%
54 2018 Mark D. Lamb Chief Investment Officer 315.0K 609.9K 329.2K 8.3K 1.26M 48.32%
55 2018 David M. Sedgwick Chief Operating Officer 315.0K 609.9K 329.2K 8.3K 1.26M 48.32%
56 2018 David M. Sedgwick Chief Operating Officer 315.0K 609.9K 329.2K 8.3K 1.26M 48.32%
57 2018 Mark D. Lamb Chief Investment Officer 315.0K 609.9K 329.2K 8.3K 1.26M 48.32%
58 2017 Gregory K. Stapley Chief Executive Officer 495.0K 1.58M 1.07M 8.1K 3.14M 50.09%
59 2017 William M. Wagner Chief Financial Officer 310.0K 700.0K 443.7K 8.1K 1.46M 47.89%
60 2017 David M. Sedgwick Chief Operating Officer 285.0K 460.0K 407.9K 8.1K 1.16M 39.62%
61 2017 David M. Sedgwick Vice President, Operations 285.0K 460.0K 407.9K 8.1K 1.16M 39.62%
62 2016 Gregory K. Stapley Chief Executive Officer 450.0K 1.01M 8.1K 1.47M 0.00%
63 2016 William M. Wagner Chief Financial Officer 280.0K 420.0K 8.1K 708.1K 0.00%
64 2016 David M. Sedgwick Vice President, Operations 230.0K 345.0K 8.1K 583.1K 0.00%
65 2015 Gregory K. Stapley Chief Executive Officer 385.7K 139.4K 1.30M 871.1K 8.0K 2.71M 48.11%
66 2015 Gregory K. Stapley Chief Executive Officer 385.7K 139.4K 1.30M 871.1K 8.0K 2.71M 48.11%
67 2015 William M. Wagner Chief Financial Officer 251.4K 59.9K 566.0K 378.5K 8.0K 1.26M 44.79%
68 2015 William M. Wagner Chief Financial Officer 251.4K 59.9K 566.0K 378.5K 8.0K 1.26M 44.79%
69 2015 David M. Sedgwick Vice President, Operations 183.4K 55.3K 545.7K 307.5K 8.0K 1.10M 49.62%
70 2015 David M. Sedgwick Vice President, Operations 183.4K 55.3K 545.7K 307.5K 8.0K 1.10M 49.62%
71 2014 Gregory K. Stapley Chief Executive Officer 219.3K 700.4K 533.5K 750.00 1.45M 48.17%
72 2014 Gregory K. Stapley Chief Executive Officer 219.3K 700.4K 533.5K 750.00 1.45M 48.17%
73 2014 William M. Wagner Chief Financial Officer 142.9K 75.0K 440.0K 239.4K 897.4K 49.04%
74 2014 William M. Wagner Chief Financial Officer 142.9K 75.0K 440.0K 239.4K 897.4K 49.04%
75 2014 David M. Sedgwick Vice President, Operations 90.1K 50.0K 359.8K 165.6K 1.5K 667.0K 53.94%
76 2014 David M. Sedgwick Vice President, Operations 90.1K 50.0K 359.8K 165.6K 1.5K 667.0K 53.94%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-24 DEFA14A
2026-03-13 DEFA14A
2026-03-13 DEF 14A
2025-04-10 DEFA14A
2025-03-07 DEFA14A
2025-03-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-30 8-K
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-24 SC 13G/A
2026-03-26 SC 13G/A
2026-03-24 DEFA14A
2026-03-13 DEFA14A
2026-03-13 DEF 14A

Executive team

NameTitleCompensationGender
David Sedgwick Chief Executive Officer, President & Director 9M male
James Callister Chief Investment Officer & Secretary 3M male
Derek J. Bunker Chief Financial Officer & Treasurer 2M male
Kyle Bennion Senior Vice President of Investments & Transactions Counsel male
Lauren Beale Senior Vice President & Chief Accounting Officer female
Roger E. Laty Senior Vice President of Tax male
Rory Williams Senior Vice President of Portfolio Management male
Tri Tran Senior Vice President of Investments male
Eric Gillis Senior Vice President of Asset Management male
Joe Layne Senior Vice President of Corporate Counsel male
ESG Rating
B
REIT - HEALTHCARE FACILITIES
2025
E (Environmental)
74.0 / 68.8
Company / Sector avg.
S (Social)
75.3 / 72.3
Company / Sector avg.
G (Governance)
74.0 / 69.5
Company / Sector avg.
ESG Total
74.4 / 70.2
Company / Sector avg.
ESG Score History REIT - HEALTHCARE FACILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-07-12 2023-08-13 Daniel Goldman NY10 Sale $1,001 - $15,000
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