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Curbline Properties Corp. (CURB)

USD30.38 +0.06 (+0.20%)
US NYSE Real Estate REIT - Retail
Address 320 Park Avenue 10022
New York, NY, US
CEO David R. Lukes
IPO 2024-09-26
CIK 2027317 ISIN US23128Q1013

Explore sections of this company profile

Description

Curbline Properties is the owner and manager of convenience shopping centers. It is positioned on the curbline of well-trafficked intersections and major vehicular corridors in suburban, high household income communities. The Company is a self-managed real estate investment trust (REIT) that is publicly traded under on the NYSE.Curbline Properties Corp. was incorporated on October 25th, 2023 in Maryland, USA.

News Sentiment (7d)
80 Positive

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
USD30.38 +0.06 (+0.20%)
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Volume Profile
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Liquidity & share structure
Average Volume
965.5K
Beta
0.60
Float Shares
96.27M
Free Float %
91.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.10% +3.33% +5.54% +4.75% +21.68% +25.51% +28.38% +46.75% +46.75% +46.75% +46.75%
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 (8 ratings, all time) Buy
Price Targets & DCF
Current price
30.38
Low 26.00 -14.4%
Consensus 28.50 -6.2%
Median 28.00 -7.8%
High 32.00 +5.3%
DCF (Unlevered) 97.65 +221.4%
DCF (Levered) 94.93 +212.5%

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) 89% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 5 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
30.00
-1.3%
Last Year 8
28.13
-7.4%
All Time 9
27.78
-8.6%
Quality scores
Altman Z-Score
2.80
Grey zone
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +51.3% Q1'26: +49.9% (vs Q1'25)
  • EPS growth
    +289.5% Q1'26: -70.0% (vs Q1'25)
  • FCF margin
    Q1'26: +36.8% (vs Q1'25)
  • EBIT margin
    Q1'26: +19.9% (vs Q1'25)
  • ROIC
    Q1'26: +2.1% (vs Q1'25)
  • Share dilution
    +0.1% Q1'26: +13.0% (vs Q1'25)
  • Debt / EBITDA
    3.93× Q1'26: 4.00× (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 (0.61) × ERP
WACC = 86% × Ke + 14% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 97.65 Current price: 30.38
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 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
2 EPS Ana.
Dec 2027
6 Rev. Ana.
3 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
120.88M
est: 112.05M (+7.9%)
182.89M
est: 178.60M (+2.4%)
232.31M
218.96M – 242.92M
+30.1% YoY
259.53M
238.26M – 295.07M
+11.7% YoY
300.53M
299.06M – 302.00M
+15.8% YoY
511.00M
478.32M – 591.08M
+70.0% YoY
598.00M
559.75M – 691.72M
+17.0% YoY
EBITDA
53.09M
est: 73.49M (-27.8%)
124.74M
est: 117.13M (+6.5%)
152.35M
143.59M – 159.30M
+30.1% YoY
170.20M
156.25M – 193.50M
+11.7% YoY
197.09M
196.12M – 198.05M
+15.8% YoY
335.11M
313.68M – 387.63M
+70.0% YoY
392.17M
367.09M – 453.63M
+17.0% YoY
EBIT
11.18M
est: 34.60M (-67.7%)
52.33M
est: 55.15M (-5.1%)
71.73M
67.61M – 75.01M
+30.1% YoY
80.14M
73.57M – 91.11M
+11.7% YoY
92.80M
92.35M – 93.25M
+15.8% YoY
157.79M
147.70M – 182.52M
+70.0% YoY
184.65M
172.84M – 213.59M
+17.0% YoY
Net Income
10.26M
est: 10.66M (-3.7%)
39.83M
est: 32.33M (+23.2%)
16.22M
15.88M – 16.55M
-49.8% YoY
11.11M
10.61M – 11.61M
-31.5% YoY
6.63M
5.74M – 7.53M
-40.3% YoY
10.53M
9.65M – 12.67M
+58.7% YoY
12.64M
11.59M – 15.21M
+20.0% YoY
SGA
17.44M
est: 11.21M (+55.6%)
33.92M
est: 17.86M (+89.9%)
23.24M
21.90M – 24.30M
+30.1% YoY
25.96M
23.83M – 29.51M
+11.7% YoY
30.06M
29.91M – 30.21M
+15.8% YoY
51.11M
47.84M – 59.12M
+70.0% YoY
59.81M
55.99M – 69.18M
+17.0% YoY
EPS
0.10
est: 0.09 (+2.1%)
0.38
est: 0.32 (+20.5%)
0.15
0.15 – 0.16
-51.0% YoY
0.11
0.10 – 0.11
-31.8% YoY
0.06
0.05 – 0.07
-43.7% YoY
0.10
0.09 – 0.12
+68.3% YoY
0.12
0.11 – 0.14
+20.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 JP Morgan Overweight Overweight Maintain
2026-04-29 Keybanc Overweight Overweight Maintain
2026-04-23 Morgan Stanley Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 4/5 2/5 3/5 4/5 1/5 2/5
2026-05-27 B 3/5 4/5 2/5 3/5 4/5 1/5 2/5
2026-05-26 B 3/5 4/5 2/5 3/5 4/5 1/5 2/5
2026-05-22 B 3/5 4/5 2/5 3/5 4/5 1/5 2/5
2026-05-21 B 3/5 4/5 2/5 3/5 4/5 1/5 2/5
2026-05-20 B 3/5 4/5 2/5 3/5 4/5 1/5 2/5
2026-05-19 B 3/5 4/5 2/5 3/5 4/5 1/5 2/5
2026-05-18 B 3/5 4/5 2/5 3/5 4/5 1/5 2/5
2026-05-15 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-14 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-13 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-12 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-11 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-08 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-07 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-06 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-05 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-04 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-05-01 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-04-30 B- 3/5 4/5 2/5 3/5 3/5 1/5 2/5
2026-04-29 C+ 2/5 4/5 2/5 4/5 1/5 1/5 1/5
2026-04-28 B 3/5 4/5 2/5 4/5 3/5 1/5 3/5
2026-04-27 B 3/5 4/5 2/5 4/5 3/5 1/5 3/5
2026-04-24 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-23 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-22 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-21 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-20 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-17 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-16 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
507.05M
OE per share TTM
4.67
Owner's Yield
14.66%
Maintenance CapEx ratio
2,961.75%
Maint CapEx / Avg PPE
547.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
262
Total invested
3.12B
Insider transactions (90d)
1
Beneficial owners (>5%)
4
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. 17.03M 16.20% 16.61M 17.03M HC Delaware 2024-11-07
2 Abigail P. Johnson 15.55M 14.83% 15.55M IN Delaware 2024-11-07
3 FMR LLC 15.55M 14.83% 15.23M 15.55M HC Delaware 2024-11-07
4 Alexander Otto 7.93M 7.60% 7.93M 7.93M IN 2024-10-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
262
+30 vs prev Q
New positions
52
Closed positions
22
Increased
154
Reduced
74
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 16.68M +313.6K (+1.9%) 387.14M +22.2M (+6.1%) 15.88% +0.295 pp 0.01% +0.000 pp USD23.23 -0.1% 6 qtrs
2 VANGUARD GROUP INC 14.19M -138.6K (-1.0%) 329.45M +9.8M (+3.1%) 13.51% -0.136 pp 0.00% +0.000 pp USD23.22 0.0% 5 qtrs
3 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 13.34M +2.4M (+21.6%) 309.69M +64.9M (+26.5%) 12.70% +2.250 pp 0.20% +0.046 pp USD23.18 +0.1% 5 qtrs
4 FMR LLC 5.53M -2.6M (-31.7%) 128.27M -52.2M (-28.9%) 5.26% -2.444 pp 0.01% -0.003 pp USD23.16 +0.2% 5 qtrs
5 STATE STREET CORP 5.45M -28.3K (-0.5%) 127.59M +4.5M (+3.6%) 5.19% -0.028 pp 0.00% +0.000 pp USD23.21 +0.0% 5 qtrs
6 PRUDENTIAL FINANCIAL INC 3.39M +61.4K (+1.8%) 78.72M +4.5M (+6.0%) 3.23% +0.058 pp 0.10% +0.007 pp USD23.49 -1.2% 5 qtrs
7 DAIWA SECURITIES GROUP INC. 2.70M -75.2K (-2.7%) 62.75M +783.0K (+1.3%) 2.58% -0.071 pp 0.20% -0.009 pp USD23.09 +0.5% 5 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 2.52M +22.7K (+0.9%) 58.43M +2.8M (+5.0%) 2.40% +0.021 pp 0.00% +0.000 pp USD23.23 -0.1% 5 qtrs
9 PRINCIPAL FINANCIAL GROUP INC 2.46M +2.0M (+426.5%) 57.12M +46.7M (+448.0%) 2.34% +1.899 pp 0.03% +0.024 pp USD23.22 0.0% 5 qtrs
10 COHEN & STEERS, INC. 2.37M -83.1K (-3.4%) 54.99M +303.0K (+0.6%) 2.26% -0.080 pp 0.10% +0.001 pp USD23.06 +0.7% 5 qtrs
11 NUVEEN, LLC 2.07M -484.8K (-19.0%) 48.02M -8.9M (-15.7%) 1.97% -0.462 pp 0.01% -0.003 pp USD24.04 -3.5% 4 qtrs
12 GRS ADVISORS, LLC 1.60M -802.7K (-33.4%) 37.13M -16.4M (-30.7%) 1.52% -0.765 pp 3.33% -1.684 pp USD23.31 -0.4% 5 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.52M +74.5K (+5.1%) 35.36M +3.0M (+9.4%) 1.45% +0.071 pp 0.01% +0.000 pp USD23.22 0.0% 5 qtrs
14 MILLENNIUM MANAGEMENT LLC 1.51M +262.8K (+21.0%) 35.15M +7.2M (+25.9%) 1.44% +0.250 pp 0.01% +0.003 pp USD23.37 -0.7% 6 qtrs
15 BALYASNY ASSET MANAGEMENT L.P. 1.44M -329.6K (-18.7%) 33.32M -6.0M (-15.3%) 1.37% -0.314 pp 0.04% -0.008 pp USD23.12 +0.4% 5 qtrs
16 AEW CAPITAL MANAGEMENT L P 1.42M -123.3K (-8.0%) 33.07M -1.5M (-4.2%) 1.36% -0.117 pp 2.39% +0.471 pp USD22.84 +1.6% 5 qtrs
17 DIMENSIONAL FUND ADVISORS LP 1.39M +26.4K (+1.9%) 32.24M +1.9M (+6.1%) 1.32% +0.025 pp 0.01% +0.000 pp USD23.21 +0.0% 5 qtrs
18 QUBE RESEARCH & TECHNOLOGIES LTD 1.33M +240.6K (+22.1%) 30.87M +6.6M (+27.1%) 1.27% +0.229 pp 0.03% +0.006 pp USD23.15 +0.3% 5 qtrs
19 BROWN ADVISORY INC 1.23M -99.8K (-7.5%) 28.52M -1.1M (-3.7%) 1.17% -0.095 pp 0.04% +0.001 pp USD23.00 +0.9% 5 qtrs
20 VICTORY CAPITAL MANAGEMENT INC 1.15M +41.8K (+3.8%) 26.71M +2.0M (+8.0%) 1.10% +0.040 pp 0.02% +0.001 pp USD23.20 +0.0% 5 qtrs
21 NORTHERN TRUST CORP 1.05M -70.9K (-6.3%) 24.28M -629.0K (-2.5%) 1.00% -0.068 pp 0.00% 0.000 pp USD23.26 -0.2% 6 qtrs
22 TEACHER RETIREMENT SYSTEM OF TEXAS 981.0K +223.0K (+29.4%) 22.77M +5.9M (+34.7%) 0.93% +0.212 pp 0.08% +0.011 pp USD22.85 +1.6% 5 qtrs
23 JPMORGAN CHASE & CO 942.6K +126.3K (+15.5%) 21.88M +3.7M (+20.2%) 0.90% +0.120 pp 0.00% +0.000 pp USD23.22 0.0% 5 qtrs
24 GOLDMAN SACHS GROUP INC 888.5K +269.3K (+43.5%) 20.62M +6.8M (+49.4%) 0.85% +0.256 pp 0.00% +0.001 pp USD23.28 -0.3% 5 qtrs
25 SUMITOMO MITSUI TRUST HOLDINGS, INC. 860.2K -269.4K (-23.9%) 19.97M -5.2M (-20.7%) 0.82% -0.257 pp 0.01% -0.003 pp USD23.06 +0.7% 5 qtrs
26 WELLINGTON MANAGEMENT GROUP LLP 794.0K +35.5K (+4.7%) 18.43M +1.5M (+8.9%) 0.76% +0.034 pp 0.00% +0.000 pp USD24.12 -3.8% 5 qtrs
27 APG ASSET MANAGEMENT US INC. 789.8K +240.4K (+43.8%) 18.33M +6.0M (+48.8%) 0.75% +0.229 pp 0.14% +0.053 pp USD24.00 -3.3% 6 qtrs
28 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 786.6K -382.5K (-32.7%) 18.26M -7.8M (-30.0%) 0.75% -0.364 pp 0.73% -0.293 pp USD23.03 +0.8% 5 qtrs
29 RUSH ISLAND MANAGEMENT, LP 768.3K +686.0 (+0.1%) 17.83M +714.5K (+4.2%) 0.73% +0.001 pp 1.11% -0.059 pp USD22.30 +4.1% 2 qtrs
30 MORGAN STANLEY 742.9K -11.9K (-1.6%) 17.24M +411.4K (+2.4%) 0.71% -0.012 pp 0.00% +0.000 pp USD23.22 0.0% 6 qtrs
31 LEGAL & GENERAL GROUP PLC 729.1K +68.1K (+10.3%) 16.92M +2.2M (+14.8%) 0.69% +0.065 pp 0.00% +0.000 pp USD23.19 +0.1% 6 qtrs
32 BANK OF NEW YORK MELLON CORP 726.2K +83.5K (+13.0%) 16.86M +2.5M (+17.6%) 0.69% +0.080 pp 0.00% +0.000 pp USD23.20 +0.0% 5 qtrs
33 ABRDN PLC 683.9K -696.0 (-0.1%) 15.87M +524.7K (+3.4%) 0.65% -0.001 pp 0.02% +0.000 pp USD23.25 -0.2% 5 qtrs
34 JANUS HENDERSON GROUP PLC 610.5K -27.7K (-4.3%) 14.17M -62.5K (-0.4%) 0.58% -0.027 pp 0.01% 0.000 pp USD22.72 +2.2% 5 qtrs
35 HSBC HOLDINGS PLC 505.3K -40.5K (-7.4%) 11.73M -444.0K (-3.6%) 0.48% -0.039 pp 0.01% -0.001 pp USD22.46 +3.3% 5 qtrs
36 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 486.6K +2.6K (+0.5%) 11.29M +501.1K (+4.6%) 0.46% +0.003 pp 0.12% +0.005 pp USD22.66 +2.4% 5 qtrs
37 CITADEL ADVISORS LLC 477.3K +365.8K (+327.9%) 11.08M +8.6M (+345.4%) 0.45% +0.348 pp 0.00% +0.001 pp USD23.41 -0.9% 5 qtrs
38 BANK OF AMERICA CORP /DE/ 463.6K +49.1K (+11.8%) 10.76M +1.5M (+16.4%) 0.44% +0.047 pp 0.00% +0.000 pp USD23.33 -0.5% 5 qtrs
39 UBS ASSET MANAGEMENT AMERICAS INC 463.4K -6.9K (-1.5%) 10.76M +267.8K (+2.6%) 0.44% -0.007 pp 0.00% +0.000 pp USD23.12 +0.4% 5 qtrs
40 SG AMERICAS SECURITIES, LLC 454.0K +434.5K (+2,226.3%) 10.54M +10.1M (+2,322.5%) 0.43% +0.414 pp 0.01% +0.012 pp USD23.20 +0.0% 5 qtrs
41 FISHER ASSET MANAGEMENT, LLC 446.9K -39.8K (-8.2%) 10.37M -480.0K (-4.4%) 0.43% -0.038 pp 0.00% 0.000 pp USD23.22 0.0% 5 qtrs
42 INVESCO LTD. 426.5K +85.6K (+25.1%) 9.90M +2.3M (+30.2%) 0.41% +0.081 pp 0.00% +0.000 pp USD23.22 0.0% 5 qtrs
43 UBS GROUP AG 425.3K +270.8K (+175.2%) 9.87M +6.4M (+186.5%) 0.41% +0.258 pp 0.00% +0.001 pp USD23.16 +0.2% 6 qtrs
44 SEI INVESTMENTS CO 422.1K -40.7K (-8.8%) 9.80M -524.2K (-5.1%) 0.40% -0.039 pp 0.01% -0.001 pp USD23.15 +0.3% 5 qtrs
45 LOOMIS SAYLES & CO L P 412.3K +85.8K (+26.3%) 9.57M +2.3M (+31.4%) 0.39% +0.082 pp 0.01% +0.003 pp USD22.90 +1.4% 3 qtrs
46 BOOTHBAY FUND MANAGEMENT, LLC 351.8K -110.9K (-24.0%) 8.16M -2.2M (-20.9%) 0.33% -0.106 pp 0.12% -0.028 pp USD23.34 -0.6% 5 qtrs
47 PUBLIC SECTOR PENSION INVESTMENT BOARD 335.5K -42.1K (-11.1%) 7.79M -633.4K (-7.5%) 0.32% -0.040 pp 0.03% -0.005 pp USD23.23 -0.1% 5 qtrs
48 RHUMBLINE ADVISERS 271.2K -15.5K (-5.4%) 6.29M -99.5K (-1.6%) 0.26% -0.015 pp 0.01% +0.000 pp USD23.20 +0.0% 5 qtrs
49 TD ASSET MANAGEMENT INC 245.6K +79.4K (+47.8%) 5.70M +2.0M (+53.8%) 0.23% +0.076 pp 0.00% +0.002 pp USD23.22 0.0% 5 qtrs
50 ASSET MANAGEMENT ONE CO., LTD. 243.9K -13.5K (-5.2%) 5.67M -67.1K (-1.2%) 0.23% -0.013 pp 0.02% -0.001 pp USD23.35 -0.6% 5 qtrs
51 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 243.2K +243.2K (+100.0%) 5.67M +5.7M (+100.0%) 0.23% +0.232 pp 0.01% +0.009 pp USD23.21 +0.0% 1 qtrs NEW
52 JANE STREET GROUP, LLC 233.4K +100.9K (+76.2%) 5.42M +2.5M (+83.4%) 0.22% +0.096 pp 0.00% +0.000 pp USD22.96 +1.1% 4 qtrs
53 POINT72 ASSET MANAGEMENT, L.P. 230.8K +230.8K (+100.0%) 5.36M +5.4M (+100.0%) 0.22% +0.220 pp 0.01% +0.006 pp USD23.21 +0.0% 1 qtrs NEW
54 BROOKFIELD CORP /ON/ 224.8K -255.7K (-53.2%) 5.22M -5.5M (-51.3%) 0.21% -0.244 pp 0.01% -0.006 pp USD23.42 -0.9% 4 qtrs
55 PEREGRINE CAPITAL MANAGEMENT LLC 223.8K -11.1K (-4.7%) 5.19M -43.6K (-0.8%) 0.21% -0.011 pp 0.16% +0.002 pp USD23.22 0.0% 5 qtrs
56 RUSSELL INVESTMENTS GROUP, LTD. 220.4K -134.5K (-37.9%) 5.12M -2.8M (-35.4%) 0.21% -0.128 pp 0.01% -0.003 pp USD24.05 -3.5% 5 qtrs
57 LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC 217.5K +217.5K (+100.0%) 5.05M +5.0M (+100.0%) 0.21% +0.207 pp 0.84% +0.839 pp USD23.21 +0.0% 1 qtrs NEW
58 STRS OHIO 211.4K -368.4K (-63.5%) 4.91M -8.0M (-62.1%) 0.20% -0.351 pp 0.02% -0.029 pp USD22.99 +1.0% 5 qtrs
59 BARCLAYS PLC 201.4K +32.6K (+19.3%) 4.68M +911.0K (+24.2%) 0.19% +0.031 pp 0.00% +0.000 pp USD23.10 +0.5% 5 qtrs
60 AMERIPRISE FINANCIAL INC 197.1K +23.4K (+13.5%) 4.44M +566.4K (+14.6%) 0.19% +0.022 pp 0.00% +0.000 pp USD23.22 0.0% 5 qtrs
61 SWISS NATIONAL BANK 186.7K +3.2K (+1.7%) 4.33M +241.3K (+5.9%) 0.18% +0.003 pp 0.00% +0.000 pp USD23.21 +0.0% 5 qtrs
62 ALLIANCEBERNSTEIN L.P. 186.5K +51.0K (+37.6%) 4.33M +1.3M (+43.2%) 0.18% +0.049 pp 0.00% +0.000 pp USD23.05 +0.7% 5 qtrs
63 NORGES BANK 185.4K +185.4K (+100.0%) 4.30M +4.3M (+100.0%) 0.18% +0.177 pp 0.00% +0.001 pp USD23.21 +0.0% 1 qtrs NEW
64 DIAMOND HILL CAPITAL MANAGEMENT INC 177.4K +58.1K (+48.7%) 4.12M +1.5M (+54.8%) 0.17% +0.055 pp 0.02% +0.009 pp USD23.50 -1.2% 5 qtrs
65 RAYMOND JAMES FINANCIAL INC 174.0K -17.2K (-9.0%) 4.04M -224.5K (-5.3%) 0.17% -0.016 pp 0.00% 0.000 pp USD22.80 +1.8% 3 qtrs
66 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 172.9K +172.9K (+100.0%) 4.01M +4.0M (+100.0%) 0.16% +0.165 pp 0.06% +0.062 pp USD23.21 +0.0% 1 qtrs NEW
67 CI INVESTMENTS INC. 167.7K +167.7K (+100.0%) 3.89M +3.9M (+100.0%) 0.16% +0.160 pp 0.02% +0.017 pp USD23.21 +0.0% 1 qtrs NEW
68 STATE OF NEW JERSEY COMMON PENSION FUND D 167.5K +1.8K (+1.1%) 3.89M +192.6K (+5.2%) 0.16% +0.002 pp 0.01% +0.001 pp USD23.15 +0.3% 5 qtrs
69 GSI CAPITAL ADVISORS LLC 158.1K +750.0 (+0.5%) 3.67M +160.6K (+4.6%) 0.15% +0.001 pp 2.05% +0.072 pp USD23.24 -0.1% 5 qtrs
70 OVERSEA-CHINESE BANKING CORP LTD 151.7K -18.2K (-10.7%) 3.52M -267.5K (-7.1%) 0.14% -0.017 pp 0.09% 0.000 pp USD23.42 -0.9% 4 qtrs
71 NOMURA ASSET MANAGEMENT CO LTD 145.7K +4.8K (+3.4%) 3.38M +239.6K (+7.6%) 0.14% +0.005 pp 0.01% +0.000 pp USD23.19 +0.1% 5 qtrs
72 WINTON GROUP LTD 138.5K -137.8K (-49.9%) 3.21M -2.9M (-47.8%) 0.13% -0.131 pp 0.11% -0.120 pp USD23.22 0.0% 5 qtrs
73 UNIPLAN INVESTMENT COUNSEL, INC. 135.9K -3.2K (-2.3%) 3.16M +52.6K (+1.7%) 0.13% -0.003 pp 0.32% +0.013 pp USD24.18 -4.0% 4 qtrs
74 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 132.9K -4.0K (-2.9%) 3.08M +32.2K (+1.1%) 0.13% -0.004 pp 0.01% 0.000 pp USD23.28 -0.3% 5 qtrs
75 VIRGINIA RETIREMENT SYSTEMS ET AL 127.9K +58.2K (+83.5%) 2.97M +1.4M (+91.0%) 0.12% +0.055 pp 0.02% +0.008 pp USD23.74 -2.2% 4 qtrs
76 DEUTSCHE BANK AG\ 127.1K +5.5K (+4.5%) 2.95M +238.5K (+8.8%) 0.12% +0.005 pp 0.00% +0.000 pp USD23.33 -0.5% 6 qtrs
77 HRT FINANCIAL LP 124.9K +124.9K (+100.0%) 2.90M +2.9M (+100.0%) 0.12% +0.119 pp 0.01% +0.009 pp USD23.21 +0.0% 1 qtrs NEW
78 THRIVENT FINANCIAL FOR LUTHERANS 117.3K -10.4K (-8.1%) 2.72M -125.0K (-4.4%) 0.11% -0.010 pp 0.00% -0.001 pp USD23.12 +0.4% 5 qtrs
79 CITIGROUP INC 113.3K +23.7K (+26.4%) 2.63M +631.1K (+31.6%) 0.11% +0.023 pp 0.00% +0.000 pp USD23.29 -0.3% 5 qtrs
80 WELLS FARGO & COMPANY/MN 110.6K +34.5K (+45.4%) 2.57M +871.0K (+51.3%) 0.11% +0.033 pp 0.00% +0.000 pp USD23.11 +0.4% 5 qtrs
81 NFJ INVESTMENT GROUP, LLC 109.1K +109.1K (+100.0%) 2.53M +2.5M (+100.0%) 0.10% +0.104 pp 0.09% +0.091 pp USD23.21 +0.0% 1 qtrs NEW
82 RENAISSANCE TECHNOLOGIES LLC 108.8K +108.8K (+100.0%) 2.53M +2.5M (+100.0%) 0.10% +0.104 pp 0.00% +0.004 pp USD23.21 +0.0% 1 qtrs NEW
83 PRICE T ROWE ASSOCIATES INC /MD/ 107.4K -1.0M (-90.6%) 2.49M -23.0M (-90.2%) 0.10% -0.987 pp 0.00% -0.003 pp USD22.38 +3.7% 5 qtrs
84 NATIXIS ADVISORS, L.P. 107.1K +32.2K (+42.9%) 2.49M +814.0K (+48.7%) 0.10% +0.031 pp 0.00% +0.001 pp USD23.24 -0.1% 5 qtrs
85 STATE OF ALASKA, DEPARTMENT OF REVENUE 102.8K +1.3K (+1.3%) 2.38M +123.0K (+5.4%) 0.10% +0.001 pp 0.03% +0.002 pp USD23.20 +0.0% 5 qtrs
86 D. E. SHAW & CO., INC. 90.5K -131.2K (-59.2%) 2.10M -2.8M (-57.5%) 0.09% -0.125 pp 0.00% -0.002 pp USD22.68 +2.3% 5 qtrs
87 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 87.3K -67.0 (-0.1%) 2.03M +78.0K (+4.0%) 0.08% 0.000 pp 0.00% +0.000 pp USD23.16 +0.2% 5 qtrs
88 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 75.4K +3.2K (+4.4%) 1.74M +133.0K (+8.2%) 0.07% +0.003 pp 0.00% +0.000 pp USD23.16 +0.2% 5 qtrs
89 QUANTBOT TECHNOLOGIES LP 70.5K +27.9K (+65.4%) 1.64M +685.6K (+72.2%) 0.07% +0.027 pp 0.05% +0.029 pp USD23.31 -0.4% 4 qtrs
90 VESTCOR INC 66.6K -10.1K (-13.1%) 1.55M -164.0K (-9.6%) 0.06% -0.010 pp 0.04% -0.007 pp USD22.45 +3.4% 5 qtrs
91 FIRST TRUST ADVISORS LP 60.3K +45.7K (+312.0%) 1.40M +1.1M (+328.9%) 0.06% +0.044 pp 0.00% +0.001 pp USD23.37 -0.7% 5 qtrs
92 PARALEL ADVISORS LLC 60.0K +— (+0.0%) 1.39M +54.6K (+4.1%) 0.06% +0.000 pp 0.05% +0.002 pp USD22.83 +1.7% 3 qtrs
93 METLIFE INVESTMENT MANAGEMENT, LLC 58.2K -2.8K (-4.6%) 1.35M -9.9K (-0.7%) 0.06% -0.003 pp 0.01% +0.000 pp USD23.21 +0.0% 5 qtrs
94 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 58.1K +1.4K (+2.5%) 1.35M +84.1K (+6.7%) 0.06% +0.001 pp 0.00% +0.000 pp USD23.15 +0.3% 5 qtrs
95 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 55.6K -653.0 (-1.2%) 1.29M +36.0K (+2.9%) 0.05% -0.001 pp 0.01% +0.000 pp USD23.23 -0.1% 5 qtrs
96 WESTPAC BANKING CORP 55.2K +55.2K (+100.0%) 1.28M +1.3M (+100.0%) 0.05% +0.053 pp 0.08% +0.081 pp USD23.21 +0.0% 1 qtrs NEW
97 ILLINOIS MUNICIPAL RETIREMENT FUND 54.9K +5.0K (+10.1%) 1.27M +162.3K (+14.6%) 0.05% +0.005 pp 0.02% +0.002 pp USD23.20 +0.0% 5 qtrs
98 MACQUARIE GROUP LTD 48.6K -15.6K (-24.3%) 1.13M -304.4K (-21.3%) 0.05% -0.015 pp 0.00% +0.003 pp USD23.14 +0.3% 5 qtrs
99 FJ CAPITAL MANAGEMENT LLC 48.4K +21.3K (+78.7%) 1.12M +519.2K (+86.0%) 0.05% +0.020 pp 0.12% +0.060 pp USD22.70 +2.2% 2 qtrs
100 AMUNDI 48.3K -1.9K (-3.7%) 1.12M -43.3K (-3.7%) 0.05% -0.002 pp 0.00% 0.000 pp USD23.23 -0.1% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 149 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 SRH REIT Covered Call ETF SRHR 3.43% 1.63M 0.75%
2 ALPS Active REIT ETF REIT 2.27% 1.25M 0.68%
3 Invesco S&P Spin-Off ETF CSD 1.74% 3.92M 0.67%
4 Invesco Dorsey Wright Financial Momentum ETF PFI 1.58% 866.5K 0.73%
5 Invesco S&P SmallCap Low Volatility ETF XSLV 1.06% 2.58M 0.25%
6 Invesco S&P SmallCap 600 Revenue ETF RZG 0.81% 1.16M 0.35%
7 Invesco S&P SmallCap Financials ETF PSCF 0.64% 172.9K 0.29%
8 TD Active Global Real Estate Equity ETF TGRE.TO 0.54% 375.9K 0.73%
9 ETC 6 Meridian Low Beta Equity ETF SIXL 0.45% 831.0K 0.47%
10 First Trust US Equity Opportunities ETF FPX 0.35% 5.52M 0.57%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.33
Bearish
Buys
1
Sells
2
Shares acquired
42.0K
Shares disposed
126.4K
Cash buys
Cash sales
Net activity
-84,408
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
2026-05-11 Lukes David R Director / Officer G-Gift A Common Stock 42,000 0.00 42,000 I
2026-04-08 Solomon Lesley H Officer F-InKind D Common Stock 408 26.79 10.9K 24,398 D
2026-03-16 Lukes David R Director / Officer S-Sale D Common Stock 83,663 26.83 2.24M 506,597 D
2026-03-13 Lukes David R Director / Officer S-Sale D Common Stock 39,749 26.80 1.07M 590,260 D
2026-02-28 Lukes David R Director / Officer F-InKind D Common Stock 77,816 27.81 2.16M 756,009 D
2026-02-28 Fennerty Conor Officer F-InKind D Common Stock 19,562 27.81 544.0K 159,688 D
2026-02-28 Cattonar John M Officer F-InKind D Common Stock 9,320 27.81 259.2K 138,138 D
2026-02-22 Yarian Christina M. Officer A-Award A Common Stock 2,204 0.00 25,616 D
2026-02-22 Solomon Lesley H Officer F-InKind D Common Stock 640 27.25 17.4K 24,806 D
2026-02-22 Lukes David R Director / Officer F-InKind D Common Stock 11,537 27.25 314.4K 833,825 D
2026-02-22 Fennerty Conor Officer A-Award A Common Stock 9,564 0.00 183,652 D
2026-02-22 Cattonar John M Officer F-InKind D Common Stock 1,893 27.25 51.6K 147,458 D
2026-02-02 Lukes David R Director / Officer G-Gift A Common Stock 126,000 0.00 126,000 I
2025-09-15 Fennerty Conor Officer F-InKind D Common Stock 2,472 22.47 55.5K 174,088 D
2025-09-15 Cattonar John M Officer F-InKind D Common Stock 1,746 22.47 39.2K 149,351 D
2025-08-07 Lukes David R Director / Officer S-Sale D Common Stock 100,000 22.46 2.25M 845,362 D
2025-08-06 Lukes David R Director / Officer S-Sale D Common Stock 100,000 22.54 2.25M 945,362 D
2025-06-27 Fennerty Conor Officer S-Sale D Common Stock 28,000 22.81 638.6K 176,560 D
2025-04-08 Solomon Lesley H Officer F-InKind D Common Stock 411 22.45 9.2K 21,618 D
2024-10-01 SITE Centers Corp. 10% Owner J-Other D Common Stock 104,860,322 0.00 0 D
2024-09-23 SITE Centers Corp. 10% Owner Common Stock 0 0.00 100 D

Executive team

Top executives
EBIT / Employee
1.34M
Shares Outstanding
105.54M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 David R. Lukes Chief Executive Officer and President 50.0K 789.0K 2.40M 40.9K 3.28M 24.06%
2 2025 Conor M. Fennerty Executive Vice President, Chief Financial Officer and Treasurer 600.0K 1.25M 900.0K 21.5K 2.77M 45.16%
3 2025 John M. Cattonar Executive Vice President and Chief Investment Officer 500.0K 1.15M 750.0K 11.8K 2.42M 47.78%
4 2025 Lesley H. Solomon Executive Vice President General Counsel & Secretary 400.0K 350.3K 300.0K 12.0K 1.06M 32.97%
5 2023 David R. Lukes Chief Executive Officer and President 900.0K 3.55M 2.25M 40.6K 6.74M 52.67%
6 2023 Conor M. Fennerty Executive Vice President, Chief Financial Officer and Treasurer 575.0K 1.90M 900.0K 18.9K 3.40M 56.01%
7 2023 John M. Cattonar Executive Vice President and Chief Investment Officer 475.0K 1.46M 750.0K 12.4K 2.70M 54.10%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-24 DEFA14A
2026-03-24 DEF 14A
2025-03-26 DEFA14A
2025-03-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 4
2026-05-08 8-K
2026-05-06 SC 13G/A
2026-04-29 SC 13G
2026-04-29 10-Q
2026-04-28 8-K
2026-04-09 4
2026-03-26 SC 13G/A
2026-03-24 DEFA14A
2026-03-24 DEF 14A

Executive team

NameTitleCompensationGender
David R. Lukes President, Chief Executive Officer & Director 2M male
Conor Fennerty Executive Vice President, Chief Financial Officer & Treasurer 2M male
John Cattonar Executive Vice President & Chief Investment Officer 1M male
Lesley H. Solomon Executive Vice President, General Counsel & Secretary 712.0K female
Christina Yarian Senior VP & Chief Accounting Officer female
ESG Rating
B
REIT - RETAIL
Rank: 10 out of 46
2026
E (Environmental)
67.7 / 61.2
Company / Sector avg.
S (Social)
70.4 / 65.0
Company / Sector avg.
G (Governance)
70.9 / 68.1
Company / Sector avg.
ESG Total
69.7 / 64.7
Company / Sector avg.
ESG Score History REIT - RETAIL
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