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EPR Properties (EPR)
USD59.65
-0.17 (-0.28%)
US NYSE Real Estate REIT - Specialty
Address
909 Walnut Street 64106
Kansas City, MO, US
Kansas City, MO, US
CEO
Gregory K. Silvers
Website
eprkc.com
IPO
1997-11-18
CIK 1045450 ISIN US26884U1097
Also trades on
New York Stock Exchange · EPR (USD)
New York Stock Exchange · EPR-PC (USD)
New York Stock Exchange · EPR-PE (USD)
New York Stock Exchange · EPR-PG (USD)
Description
EPR Properties is a prominent real estate investment trust (REIT) utilizing an experiential net lease model, focusing on a curated selection of enduring properties designed for unique consumer experiences. Our core strategy centers on real estate assets that offer value by facilitating out-of-home leisure and recreational activities, where individuals willingly allocate their discretionary time and funds. Our extensive portfolio, valued at nearly $6.7 billion, spans investments across 44 states. We uphold stringent underwriting and investment criteria, meticulously evaluating cash flow benchmarks at the industry, property, and tenant levels. We believe this specialized approach provides a distinct competitive advantage and the potential to generate consistent, appealing returns.
News Sentiment (7d)
6 articles
- 3 Solid Buys In High-Yield Net Lease REITs Seeking Alpha
- 5 Safe Monthly Pay Dividend Stocks Boomers Love in July 24/7 Wall Street
- JP Morgan Adds One of Our Favorite Dividend Stocks to the July US Equity Analyst Focus List 247 Wallst
- EPR Properties Second Quarter 2026 Earnings Conference Call Scheduled for July 30, 2026 Business Wire
- The 12.9% Monthly Dividend That Quietly Eats Your Portfolio Forbes
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD59.65
-0.17 (-0.28%)
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Volume Profile
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Liquidity & share structure
Average Volume
667.8K
Beta
1.02
Float Shares
74.70M
Free Float %
97.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.82% | +2.75% | +9.96% | +2.49% | +15.37% | +17.76% | +10.49% | +43.42% | +29.48% | -18.14% | +201.33% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (21 ratings, all time)
Hold
Price Targets & DCF
Current price
59.65
Low
54.00
-9.5%
Consensus
59.13
-0.9%
Median
58.50
-1.9%
High
65.50
+9.8%
DCF (Unlevered)
263.73
+342.2%
DCF (Levered)
177.20
+197.1%
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)
25% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 8 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
60.83
+2.0%
|
| Last Year | 4 |
59.13
-0.9%
|
| All Time | 14 |
53.68
-10.0%
|
Quality scores
Altman Z-Score
0.97
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
★ Strong MOAT
-
Revenue growth+12.1% Q1'26: +10.9% (vs Q1'25)
-
EPS growth+105.0% Q1'26: -5.1% (vs Q1'25)
-
FCF margin— Q1'26: +62.5% (vs Q1'25)
-
EBIT margin— Q1'26: +54.1% (vs Q1'25)
-
ROIC— Q1'26: +7.2% (vs Q1'25)
-
Share dilution+0.4% Q1'26: +0.5% (vs Q1'25)
-
Debt / EBITDA5.42× Q1'26: 5.48× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 5 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
229.98M
est: 446.12M (-48.4%)
|
321.79M
est: 425.56M (-24.4%)
|
343.06M
est: 308.41M (+11.2%)
|
385.05M
est: 393.24M (-2.1%)
|
421.02M
est: 331.36M (+27.1%)
|
493.24M
est: 392.32M (+25.7%)
|
575.99M
est: 469.42M (+22.7%)
|
700.73M
est: 543.01M (+29.0%)
|
651.97M
est: 622.42M (+4.7%)
|
405.52M
est: 374.03M (+8.4%)
|
512.86M
est: 461.50M (+11.1%)
|
610.65M
est: 551.59M (+10.7%)
|
659.72M
est: 692.04M (-4.7%)
|
641.00M
est: 570.83M (+12.3%)
|
718.36M
est: 593.65M (+21.0%)
|
630.55M
615.75M – 644.91M
+6.2% YoY
|
652.35M
634.06M – 681.26M
+3.5% YoY
|
694.68M
675.42M – 714.56M
+6.5% YoY
|
788.60M
766.74M – 811.17M
+13.5% YoY
|
836.10M
812.92M – 860.03M
+6.0% YoY
|
| EBITDA |
182.00M
est: 157.09M (+15.9%)
|
269.41M
est: 196.72M (+36.9%)
|
291.20M
est: 249.01M (+16.9%)
|
323.76M
est: 332.97M (-2.8%)
|
363.58M
est: 228.95M (+58.8%)
|
424.86M
est: 271.07M (+56.7%)
|
487.89M
est: 324.35M (+50.4%)
|
588.66M
est: 375.19M (+56.9%)
|
476.54M
est: 567.38M (-16.0%)
|
209.25M
est: 258.44M (-19.0%)
|
404.56M
est: 360.92M (+12.1%)
|
465.58M
est: 410.40M (+13.4%)
|
464.88M
est: 518.43M (-10.3%)
|
437.69M
est: 427.63M (+2.4%)
|
579.67M
est: 444.73M (+30.3%)
|
472.37M
461.28M – 483.13M
+6.2% YoY
|
488.70M
475.00M – 510.36M
+3.5% YoY
|
520.41M
505.98M – 535.30M
+6.5% YoY
|
590.77M
574.39M – 607.68M
+13.5% YoY
|
626.35M
608.99M – 644.28M
+6.0% YoY
|
| EBIT |
134.07M
est: 172.72M (-22.4%)
|
214.41M
est: 164.76M (+30.1%)
|
238.50M
est: 201.19M (+18.5%)
|
257.03M
est: 265.69M (-3.3%)
|
270.17M
est: 255.95M (+5.6%)
|
317.89M
est: 317.99M (0.0%)
|
355.05M
est: 377.49M (-5.9%)
|
354.67M
est: 502.44M (-29.4%)
|
289.51M
est: 435.23M (-33.5%)
|
38.92M
est: 144.81M (-73.1%)
|
240.79M
est: 244.25M (-1.4%)
|
301.93M
est: 362.83M (-16.8%)
|
296.85M
est: 436.50M (-32.0%)
|
271.96M
est: 360.05M (-24.5%)
|
410.51M
est: 374.45M (+9.6%)
|
397.72M
388.39M – 406.78M
+6.2% YoY
|
411.47M
399.93M – 429.70M
+3.5% YoY
|
438.17M
426.02M – 450.71M
+6.5% YoY
|
497.41M
483.62M – 511.65M
+13.5% YoY
|
527.37M
512.75M – 542.46M
+6.0% YoY
|
| Net Income |
115.23M
est: 100.74M (+14.4%)
|
121.56M
est: 138.35M (-12.1%)
|
180.23M
est: 143.60M (+25.5%)
|
179.63M
est: 181.76M (-1.2%)
|
194.53M
est: 192.29M (+1.2%)
|
224.98M
est: 219.82M (+2.3%)
|
262.97M
est: 266.97M (-1.5%)
|
266.98M
est: 271.99M (-1.8%)
|
154.56M
est: 217.88M (-29.1%)
|
-131.73M
est: -1.73B (+92.4%)
|
98.61M
est: 69.10M (+42.7%)
|
176.23M
est: 133.11M (+32.4%)
|
173.05M
est: 185.46M (-6.7%)
|
146.07M
est: 187.87M (-22.3%)
|
274.94M
est: 237.56M (+15.7%)
|
231.44M
227.79M – 235.09M
-2.6% YoY
|
243.23M
237.14M – 249.32M
+5.1% YoY
|
258.56M
254.70M – 262.42M
+6.3% YoY
|
270.03M
260.30M – 280.07M
+4.4% YoY
|
282.27M
272.10M – 292.77M
+4.5% YoY
|
| SGA |
21.90M
est: 25.16M (-12.9%)
|
23.17M
est: 26.99M (-14.2%)
|
25.61M
est: 21.83M (+17.3%)
|
27.57M
est: 28.20M (-2.2%)
|
49.60M
est: 48.27M (+2.7%)
|
37.54M
est: 36.66M (+2.4%)
|
43.38M
est: 44.60M (-2.7%)
|
48.89M
est: 53.35M (-8.4%)
|
46.37M
est: 52.77M (-12.1%)
|
42.60M
est: 277.61M (-84.7%)
|
44.36M
est: 41.86M (+6.0%)
|
51.58M
est: 44.78M (+15.2%)
|
56.44M
est: 57.08M (-1.1%)
|
50.10M
est: 47.08M (+6.4%)
|
55.83M
est: 48.96M (+14.0%)
|
52.01M
50.79M – 53.19M
+6.2% YoY
|
53.80M
52.30M – 56.19M
+3.5% YoY
|
57.30M
55.71M – 58.94M
+6.5% YoY
|
65.04M
63.24M – 66.90M
+13.5% YoY
|
68.96M
67.05M – 70.93M
+6.0% YoY
|
| EPS |
1.81
est: 2.54 (-28.6%)
|
1.99
est: 2.87 (-30.7%)
|
3.26
est: 2.34 (+39.6%)
|
2.87
est: 2.88 (-0.3%)
|
2.94
est: 2.91 (+1.1%)
|
3.17
est: 3.10 (+2.2%)
|
3.29
est: 3.48 (-5.6%)
|
3.59
est: 3.45 (+4.2%)
|
2.01
est: 2.48 (-19.0%)
|
-1.73
est: -2.01 (+13.7%)
|
1.00
est: 0.78 (+28.3%)
|
2.03
est: 2.09 (-3.0%)
|
1.98
est: 2.46 (-19.5%)
|
1.61
est: 2.45 (-34.4%)
|
3.30
est: 3.11 (+6.1%)
|
3.02
2.98 – 3.07
-2.9% YoY
|
3.19
3.10 – 3.26
+5.6% YoY
|
3.37
3.33 – 3.43
+5.5% YoY
|
3.53
3.40 – 3.66
+4.8% YoY
|
3.69
3.56 – 3.83
+4.5% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-15 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
518.03M
OE per share TTM
6.77
Owner's Yield
12.05%
Maintenance CapEx ratio
109.79%
Maint CapEx / Avg PPE
385.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
145
Total invested
248.72M
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 11.25M | 15.00% | 9.99M | — | 11.25M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 11.10M | 14.84% | — | 108.2K | 10.93M | 174.4K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 3 | 98-0557567 | 6.37M | 8.50% | 6.32M | — | 6.37M | — | IA, HC | Bermuda | 2022-02-09 | ↗ |
| 4 | STATE STREET CORPORATION | 4.16M | 5.55% | — | 3.15M | — | 4.16M | HC | BOSTON, MASSACHUSETTS | 2023-02-01 | ↗ |
| 5 | Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I | 506.0K | 14.70% | — | 506.0K | — | 506.0K | IV, OO | New York | 2024-10-18 | ↗ |
| 6 | Texas T Petroleum Ltd. | 500.0K | 7.20% | 8.85M | — | 8.85M | — | CO | Maryland | 2017-04-17 | ↗ |
| 7 | 13-3353336 | 13.7K | 0.02% | 13.7K | — | 13.7K | — | IA, CO | Delaware | 2019-02-14 | ↗ |
| 8 | Daiwa Asset Management Co. Ltd. | 11.6K | 11.00% | 11.6K | — | 11.6K | — | FI | Japan | 2019-02-01 | ↗ |
| 9 | InfraCap Equity Income Fund ETF, a series of Series Portfolios Trust | 8.9K | 0.30% | — | 8.9K | — | 8.9K | IV, OO | New York | 2024-10-18 | ↗ |
| 10 | Cohen & Steers UK Limited | — | 0.00% | — | — | — | — | IA, CO | Delaware | 2019-02-14 | ↗ |
| 11 | Double Twins K, LLC | — | 0.00% | — | — | — | — | HC, OO | Delaware | 2022-02-14 | ↗ |
| 12 | Infrastructure Capital Advisors, LLC | — | 0.00% | — | — | — | — | IA, OO | New York | 2024-10-18 | ↗ |
| 13 | Jay Hatfield | — | 0.00% | — | — | — | — | HC, IN | New York | 2024-10-18 | ↗ |
| 14 | Redwood Capital Management Holdings, LP | — | 0.00% | — | — | — | — | HC, PN | Delaware | 2022-02-14 | ↗ |
| 15 | Redwood Capital Management, LLC | — | 0.00% | — | — | — | — | IA, OO | Delaware | 2022-02-14 | ↗ |
| 16 | Redwood Master Fund, Ltd. | — | 0.00% | — | — | — | — | CO | Delaware | 2022-02-14 | ↗ |
| 17 | Ruben Kliksberg | — | 0.00% | — | — | — | — | HC, IN | Delaware | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
145
-317 vs prev Q
New positions
17
Closed positions
326
Increased
77
Reduced
37
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 79.8K +79.8K (+100.0%) | 3.98B +4.0B (+100.0%) | 0.11% +0.105 pp | 0.01% +0.006 pp | USD49.90 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 10.84M -76.0K (-0.7%) | 540.99M -92.3M (-14.6%) | 14.26% -0.085 pp | 0.01% -0.002 pp | USD55.32 -9.8% | 53 qtrs — |
| 3 | BLACKROCK, INC. | 10.12M -456.7K (-4.3%) | 505.20M -108.6M (-17.7%) | 13.32% -0.587 pp | 0.01% -0.002 pp | USD49.90 +0.0% | 6 qtrs — |
| 4 | STATE STREET CORP | 3.91M -57.2K (-1.4%) | 196.10M -35.0M (-15.2%) | 5.14% -0.070 pp | 0.01% -0.001 pp | USD55.25 -9.7% | 51 qtrs — |
| 5 | NORGES BANK | 1.66M +1.7M (+100.0%) | 82.82M +82.8M (+100.0%) | 2.18% +2.184 pp | 0.01% +0.009 pp | USD49.90 +0.0% | 1 qtrs NEW |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.58M +26.6K (+1.7%) | 79.08M -11.3M (-12.5%) | 2.08% +0.037 pp | 0.00% -0.001 pp | USD52.30 -4.6% | 53 qtrs — |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.47M -53.3K (-3.5%) | 73.11M -13.8M (-15.9%) | 1.93% -0.068 pp | 0.04% -0.017 pp | USD48.31 +3.3% | 53 qtrs — |
| 8 | LSV ASSET MANAGEMENT | 1.37M +95.2K (+7.5%) | 68.13M -5.6M (-7.5%) | 1.80% +0.127 pp | 0.15% -0.014 pp | USD42.51 +17.4% | 15 qtrs — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.34M +17.1K (+1.3%) | 67.10M -9.9M (-12.9%) | 1.77% +0.024 pp | 0.01% -0.002 pp | USD51.70 -3.5% | 53 qtrs — |
| 10 | MORGAN STANLEY | 1.30M +216.0K (+19.8%) | 65.10M +2.0M (+3.1%) | 1.72% +0.286 pp | 0.00% +0.000 pp | USD51.12 -2.4% | 51 qtrs — |
| 11 | QUANTINNO CAPITAL MANAGEMENT LP | 1.30M +395.4K (+43.7%) | 64.89M +12.4M (+23.6%) | 1.71% +0.521 pp | 0.13% -0.013 pp | USD53.10 -6.0% | 13 qtrs — |
| 12 | NORTHERN TRUST CORP | 1.24M -328.6K (-21.0%) | 61.66M -29.1M (-32.0%) | 1.63% -0.430 pp | 0.01% -0.004 pp | USD54.16 -7.9% | 51 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1.11M +1.9K (+0.2%) | 55.15M -8.9M (-13.8%) | 1.45% +0.004 pp | 0.01% -0.002 pp | USD54.77 -8.9% | 51 qtrs — |
| 14 | BANK OF NEW YORK MELLON CORP | 1.10M -22.9K (-2.0%) | 54.85M -10.2M (-15.7%) | 1.45% -0.029 pp | 0.01% -0.003 pp | USD53.38 -6.5% | 53 qtrs — |
| 15 | INVESCO LTD. | 1.02M +40.9K (+4.2%) | 50.83M -5.9M (-10.4%) | 1.34% +0.055 pp | 0.01% -0.001 pp | USD51.10 -2.3% | 53 qtrs — |
| 16 | AMERICAN CENTURY COMPANIES INC | 934.2K +56.5K (+6.4%) | 46.62M -4.3M (-8.4%) | 1.23% +0.076 pp | 0.02% -0.003 pp | USD48.81 +2.2% | 7 qtrs — |
| 17 | JPMORGAN CHASE & CO | 760.6K -141.2K (-15.7%) | 37.95M -14.4M (-27.5%) | 1.00% -0.185 pp | 0.00% -0.001 pp | USD48.72 +2.4% | 51 qtrs — |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 691.3K -284.5K (-29.2%) | 34.50M -22.1M (-39.1%) | 0.91% -0.373 pp | 0.05% -0.021 pp | USD45.59 +9.5% | 29 qtrs — |
| 19 | AMERIPRISE FINANCIAL INC | 635.0K +257.2K (+68.1%) | 31.70M +9.8M (+44.5%) | 0.84% +0.339 pp | 0.01% +0.002 pp | USD52.32 -4.6% | 53 qtrs — |
| 20 | FREESTONE GROVE PARTNERS LP | 602.3K +602.3K (+100.0%) | 30.06M +30.1M (+100.0%) | 0.79% +0.793 pp | 0.22% +0.217 pp | USD49.90 +0.0% | 1 qtrs NEW |
| 21 | UBS GROUP AG | 536.3K -265.1K (-33.1%) | 26.76M -19.7M (-42.4%) | 0.71% -0.348 pp | 0.00% -0.003 pp | USD46.96 +6.3% | 45 qtrs — |
| 22 | PRUDENTIAL FINANCIAL INC | 491.1K -1.5M (-75.4%) | 24.82M -90.9M (-78.5%) | 0.65% -1.975 pp | 0.03% -0.108 pp | USD54.48 -8.4% | 53 qtrs — |
| 23 | ALLIANZ ASSET MANAGEMENT GMBH | 496.7K +61.0K (+14.0%) | 24.79M -492.4K (-1.9%) | 0.65% +0.081 pp | 0.03% -0.003 pp | USD50.43 -1.1% | 16 qtrs — |
| 24 | ADVISORS CAPITAL MANAGEMENT, LLC | 494.4K +10.9K (+2.2%) | 24.67M -3.4M (-12.0%) | 0.65% +0.015 pp | 0.29% -0.057 pp | USD42.21 +18.2% | 7 qtrs — |
| 25 | ABRDN PLC | 463.8K +4.9K (+1.1%) | 23.14M -3.2M (-12.2%) | 0.61% +0.007 pp | 0.04% -0.006 pp | USD53.37 -6.5% | 20 qtrs — |
| 26 | LEGAL & GENERAL GROUP PLC | 462.5K +5.7K (+1.2%) | 23.08M -3.4M (-12.9%) | 0.61% +0.008 pp | 0.01% -0.001 pp | USD56.28 -11.3% | 53 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 431.1K +44.6K (+11.5%) | 21.51M -911.2K (-4.1%) | 0.57% +0.059 pp | 0.00% +0.000 pp | USD51.71 -3.5% | 52 qtrs — |
| 28 | D. E. SHAW & CO., INC. | 382.5K +229.1K (+149.3%) | 19.09M +10.2M (+114.5%) | 0.50% +0.302 pp | 0.01% +0.005 pp | USD53.03 -5.9% | 19 qtrs — |
| 29 | NUVEEN, LLC | 357.6K +194.4K (+119.2%) | 17.84M +8.4M (+88.5%) | 0.47% +0.256 pp | 0.00% +0.002 pp | USD51.14 -2.4% | 4 qtrs — |
| 30 | MILLENNIUM MANAGEMENT LLC | 342.1K +287.6K (+527.7%) | 17.07M +13.9M (+439.9%) | 0.45% +0.379 pp | 0.01% +0.006 pp | USD50.23 -0.7% | 52 qtrs — |
| 31 | BARCLAYS PLC | 301.9K +261.3K (+642.8%) | 15.07M +13.1M (+655.9%) | 0.40% +0.344 pp | 0.00% +0.003 pp | USD49.73 +0.3% | 51 qtrs — |
| 32 | HSBC HOLDINGS PLC | 297.8K +88.7K (+42.4%) | 14.91M +2.8M (+23.2%) | 0.39% +0.117 pp | 0.01% +0.001 pp | USD52.42 -4.8% | 51 qtrs — |
| 33 | APG ASSET MANAGEMENT US INC. | 287.3K +— (+0.0%) | 14.34M -2.4M (-14.4%) | 0.38% +0.000 pp | 0.11% -0.011 pp | USD55.26 -9.7% | 4 qtrs — |
| 34 | INTECH INVESTMENT MANAGEMENT LLC | 227.4K +161.4K (+244.6%) | 11.34M +7.5M (+196.4%) | 0.30% +0.212 pp | 0.10% +0.067 pp | USD50.68 -1.5% | 7 qtrs — |
| 35 | ALGERT GLOBAL LLC | 226.5K +226.5K (+100.0%) | 11.30M +11.3M (+100.0%) | 0.30% +0.298 pp | 0.18% +0.176 pp | USD49.90 +0.0% | 1 qtrs NEW |
| 36 | VIRGINIA RETIREMENT SYSTEMS ET AL | 222.4K +18.9K (+9.3%) | 11.10M -707.5K (-6.0%) | 0.29% +0.025 pp | 0.07% -0.011 pp | USD56.62 -11.9% | 4 qtrs — |
| 37 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 210.8K +10.8K (+5.4%) | 10.70M -963.8K (-8.3%) | 0.28% +0.015 pp | 0.02% -0.001 pp | USD57.59 -13.4% | 2 qtrs — |
| 38 | RHUMBLINE ADVISERS | 208.7K -10.7K (-4.9%) | 10.41M -2.3M (-18.2%) | 0.27% -0.014 pp | 0.01% -0.002 pp | USD55.36 -9.9% | 51 qtrs — |
| 39 | WELLINGTON MANAGEMENT GROUP LLP | 201.9K -253.1K (-55.6%) | 10.08M -16.3M (-61.8%) | 0.27% -0.332 pp | 0.00% -0.003 pp | USD56.31 -11.4% | 11 qtrs — |
| 40 | VERITION FUND MANAGEMENT LLC | 201.5K -31.5K (-13.5%) | 10.06M -3.5M (-25.6%) | 0.27% -0.041 pp | 0.04% -0.016 pp | USD57.03 -12.5% | 4 qtrs — |
| 41 | FRANKLIN RESOURCES INC | 196.1K +12.1K (+6.6%) | 9.78M -890.3K (-8.3%) | 0.26% +0.016 pp | 0.00% 0.000 pp | USD51.26 -2.7% | 34 qtrs — |
| 42 | ALLIANCEBERNSTEIN L.P. | 182.3K +29.6K (+19.4%) | 9.10M +239.3K (+2.7%) | 0.24% +0.039 pp | 0.00% +0.000 pp | USD51.44 -3.0% | 53 qtrs — |
| 43 | TWO SIGMA INVESTMENTS, LP | 169.9K +157.2K (+1,239.6%) | 8.48M +7.7M (+1,052.3%) | 0.22% +0.207 pp | 0.01% +0.011 pp | USD50.10 -0.4% | 6 qtrs — |
| 44 | PRINCIPAL FINANCIAL GROUP INC | 163.7K -5.4K (-3.2%) | 8.17M -1.6M (-16.7%) | 0.22% -0.007 pp | 0.00% -0.001 pp | USD53.87 -7.4% | 53 qtrs — |
| 45 | THRIVENT FINANCIAL FOR LUTHERANS | 157.1K -34.9K (-18.2%) | 7.84M -3.3M (-29.6%) | 0.21% -0.046 pp | 0.01% -0.008 pp | USD53.03 -5.9% | 53 qtrs — |
| 46 | STATE OF WISCONSIN INVESTMENT BOARD | 156.6K -12.2K (-7.2%) | 7.82M -2.0M (-20.2%) | 0.21% -0.016 pp | 0.02% -0.005 pp | USD60.94 -18.1% | 40 qtrs — |
| 47 | GOLDMAN SACHS GROUP INC | 154.9K -37.3K (-19.4%) | 7.73M -3.4M (-30.7%) | 0.20% -0.049 pp | 0.00% 0.000 pp | USD50.98 -2.1% | 53 qtrs — |
| 48 | ALBERTA INVESTMENT MANAGEMENT CORP | 152.0K +152.0K (+100.0%) | 7.58M +7.6M (+100.0%) | 0.20% +0.200 pp | 0.04% +0.045 pp | USD49.90 +0.0% | 1 qtrs NEW |
| 49 | SWISS NATIONAL BANK | 150.2K +2.7K (+1.8%) | 7.49M -1.1M (-12.4%) | 0.20% +0.004 pp | 0.00% -0.001 pp | USD55.28 -9.7% | 51 qtrs — |
| 50 | VICTORY CAPITAL MANAGEMENT INC | 138.4K +14.1K (+11.4%) | 6.91M -303.7K (-4.2%) | 0.18% +0.019 pp | 0.00% 0.000 pp | USD56.11 -11.1% | 26 qtrs — |
| 51 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 138.0K +13.3K (+10.7%) | 6.89M -276.0K (-3.9%) | 0.18% +0.018 pp | 0.01% +0.002 pp | USD49.90 +0.0% | 49 qtrs — |
| 52 | RUSSELL INVESTMENTS GROUP, LTD. | 137.6K -113.4K (-45.2%) | 6.87M -7.7M (-52.8%) | 0.18% -0.149 pp | 0.01% -0.009 pp | USD51.19 -2.5% | 37 qtrs — |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 135.3K +3.6K (+2.8%) | 6.75M -886.7K (-11.6%) | 0.18% +0.005 pp | 0.01% -0.002 pp | USD42.54 +17.3% | 7 qtrs — |
| 54 | PRICE T ROWE ASSOCIATES INC /MD/ | 132.9K -111.7K (-45.7%) | 6.63M -7.6M (-53.3%) | 0.17% -0.147 pp | 0.00% -0.001 pp | USD48.98 +1.9% | 53 qtrs — |
| 55 | BALYASNY ASSET MANAGEMENT L.P. | 131.7K +107.7K (+448.1%) | 6.57M +5.2M (+371.4%) | 0.17% +0.142 pp | 0.01% +0.007 pp | USD51.38 -2.9% | 2 qtrs — |
| 56 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 127.4K -4.7K (-3.5%) | 6.36M -1.3M (-17.0%) | 0.17% -0.006 pp | 0.02% -0.005 pp | USD48.93 +2.0% | 50 qtrs — |
| 57 | CITIGROUP INC | 127.3K +38.2K (+42.8%) | 6.35M +1.2M (+22.8%) | 0.17% +0.050 pp | 0.00% +0.001 pp | USD50.64 -1.5% | 53 qtrs — |
| 58 | FIRST TRUST ADVISORS LP | 121.4K -39.6K (-24.6%) | 6.06M -3.3M (-35.1%) | 0.16% -0.052 pp | 0.00% -0.003 pp | USD54.31 -8.1% | 51 qtrs — |
| 59 | NOMURA ASSET MANAGEMENT CO LTD | 115.2K +3.6K (+3.2%) | 5.75M -726.9K (-11.2%) | 0.15% +0.005 pp | 0.01% -0.002 pp | USD49.90 +0.0% | 53 qtrs — |
| 60 | ZACKS INVESTMENT MANAGEMENT | 114.4K -9.7K (-7.8%) | 5.71M -1.5M (-20.7%) | 0.15% -0.013 pp | 0.04% -0.013 pp | USD55.26 -9.7% | 4 qtrs — |
| 61 | ASSET MANAGEMENT ONE CO., LTD. | 106.5K -55.2K (-34.2%) | 5.37M -4.0M (-42.7%) | 0.14% -0.073 pp | 0.01% -0.012 pp | USD55.35 -9.8% | 53 qtrs — |
| 62 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 106.6K -24.8K (-18.9%) | 5.32M -2.3M (-30.2%) | 0.14% -0.033 pp | 0.01% -0.004 pp | USD49.58 +0.6% | 5 qtrs — |
| 63 | UNIPLAN INVESTMENT COUNSEL, INC. | 103.3K -2.0K (-1.9%) | 5.15M -955.5K (-15.6%) | 0.14% -0.003 pp | 0.52% -0.081 pp | USD48.45 +3.0% | 9 qtrs — |
| 64 | MERCER GLOBAL ADVISORS INC /ADV | 101.6K +4.5K (+4.6%) | 5.07M -564.5K (-10.0%) | 0.13% +0.006 pp | 0.01% -0.002 pp | USD48.70 +2.5% | 15 qtrs — |
| 65 | TWO SIGMA ADVISERS, LP | 99.0K +85.1K (+612.2%) | 4.94M +4.1M (+512.7%) | 0.13% +0.112 pp | 0.01% +0.008 pp | USD50.14 -0.5% | 9 qtrs — |
| 66 | GOTHAM ASSET MANAGEMENT, LLC | 96.4K +73.2K (+314.6%) | 4.81M +3.5M (+256.7%) | 0.13% +0.096 pp | 0.02% +0.012 pp | USD51.88 -3.8% | 3 qtrs — |
| 67 | RETIREMENT SYSTEMS OF ALABAMA | 91.4K -651.0 (-0.7%) | 4.56M -778.8K (-14.6%) | 0.12% -0.001 pp | 0.01% -0.003 pp | USD68.90 -27.6% | 40 qtrs — |
| 68 | FMR LLC | 90.1K +32.8K (+57.2%) | 4.50M +1.2M (+35.2%) | 0.12% +0.043 pp | 0.00% +0.000 pp | USD50.59 -1.4% | 31 qtrs — |
| 69 | EDGESTREAM PARTNERS, L.P. | 88.9K -21.4K (-19.4%) | 4.44M -2.0M (-30.7%) | 0.12% -0.028 pp | 0.12% -0.062 pp | USD56.46 -11.6% | 4 qtrs — |
| 70 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 88.0K +88.0K (+100.0%) | 4.39M +4.4M (+100.0%) | 0.12% +0.116 pp | 0.01% +0.007 pp | USD49.90 +0.0% | 1 qtrs NEW |
| 71 | VOYA INVESTMENT MANAGEMENT LLC | 87.5K -1.6K (-1.8%) | 4.37M -804.9K (-15.6%) | 0.12% -0.002 pp | 0.00% -0.001 pp | USD46.87 +6.5% | 51 qtrs — |
| 72 | ENVESTNET ASSET MANAGEMENT INC | 86.0K +1.3K (+1.5%) | 4.29M -624.2K (-12.7%) | 0.11% +0.002 pp | 0.00% 0.000 pp | USD50.72 -1.6% | 51 qtrs — |
| 73 | LPL FINANCIAL LLC | 85.6K +3.2K (+3.9%) | 4.27M -508.7K (-10.6%) | 0.11% +0.004 pp | 0.00% 0.000 pp | USD47.38 +5.3% | 49 qtrs — |
| 74 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 84.7K +1.3K (+1.6%) | 4.23M -609.6K (-12.6%) | 0.11% +0.002 pp | 0.00% 0.000 pp | USD58.10 -14.1% | 53 qtrs — |
| 75 | CAXTON ASSOCIATES LLP | 83.2K -4.2K (-4.8%) | 4.15M -916.6K (-18.1%) | 0.11% -0.005 pp | 0.08% -0.038 pp | USD55.96 -10.8% | 4 qtrs — |
| 76 | MARSHALL WACE, LLP | 83.0K +83.0K (+100.0%) | 4.14M +4.1M (+100.0%) | 0.11% +0.109 pp | 0.00% +0.004 pp | USD49.90 +0.0% | 7 qtrs — |
| 77 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 82.7K -5.7K (-6.5%) | 4.13M -1.0M (-19.5%) | 0.11% -0.007 pp | 0.01% -0.002 pp | USD56.31 -11.4% | 51 qtrs — |
| 78 | MITSUBISHI UFJ TRUST & BANKING CORP | 81.3K -19.6K (-19.4%) | 4.06M -1.8M (-30.7%) | 0.11% -0.026 pp | 0.01% -0.003 pp | USD45.51 +9.6% | 26 qtrs — |
| 79 | POINT72 ASSET MANAGEMENT, L.P. | 81.2K +81.2K (+100.0%) | 4.05M +4.1M (+100.0%) | 0.11% +0.107 pp | 0.00% +0.005 pp | USD49.90 +0.0% | 1 qtrs NEW |
| 80 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 79.6K -1.5K (-1.8%) | 3.97M -732.0K (-15.6%) | 0.10% -0.002 pp | 0.01% -0.002 pp | USD49.85 +0.1% | 51 qtrs — |
| 81 | MACQUARIE GROUP LTD | 76.7K -46.0K (-37.5%) | 3.83M -3.3M (-46.2%) | 0.10% -0.060 pp | 0.02% +0.008 pp | USD46.00 +8.5% | 52 qtrs — |
| 82 | BALLAST ASSET MANAGEMENT, LP | 73.8K -2.5K (-3.3%) | 3.68M -745.9K (-16.8%) | 0.10% -0.003 pp | 1.74% -0.281 pp | USD43.94 +13.6% | 10 qtrs — |
| 83 | SWEDBANK AB | 73.0K -50.0K (-40.6%) | 3.64M -3.5M (-48.9%) | 0.10% -0.066 pp | 0.00% -0.004 pp | USD47.11 +5.9% | 20 qtrs — |
| 84 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 72.5K +2.5K (+3.6%) | 3.62M -442.2K (-10.9%) | 0.10% +0.003 pp | 0.00% -0.001 pp | USD55.66 -10.3% | 52 qtrs — |
| 85 | JUPITER ASSET MANAGEMENT LTD | 69.5K -124.3K (-64.1%) | 3.47M -7.8M (-69.1%) | 0.09% -0.163 pp | 0.03% -0.069 pp | USD58.01 -14.0% | 2 qtrs — |
| 86 | JEFFERIES FINANCIAL GROUP INC. | 69.5K +2.9K (+4.3%) | 3.47M -397.3K (-10.3%) | 0.09% +0.004 pp | 0.02% -0.001 pp | USD57.68 -13.5% | 2 qtrs — |
| 87 | VESTCOR INC | 67.2K +61.4K (+1,061.1%) | 3.35M +3.0M (+897.6%) | 0.09% +0.081 pp | 0.10% +0.086 pp | USD50.60 -1.4% | 2 qtrs — |
| 88 | RAYMOND JAMES FINANCIAL INC | 66.3K -2.9K (-4.2%) | 3.31M -704.0K (-17.6%) | 0.09% -0.004 pp | 0.00% 0.000 pp | USD44.60 +11.9% | 5 qtrs — |
| 89 | SCHRODER INVESTMENT MANAGEMENT GROUP | 61.1K -60.6K (-49.8%) | 3.07M -3.9M (-55.9%) | 0.08% -0.080 pp | 0.00% -0.003 pp | USD54.86 -9.0% | 4 qtrs — |
| 90 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 60.0K +3.2K (+5.6%) | 3.05M -251.6K (-7.6%) | 0.08% +0.004 pp | 0.00% 0.000 pp | USD48.61 +2.7% | 53 qtrs — |
| 91 | BNP PARIBAS ARBITRAGE, SNC | 60.1K +7.8K (+14.8%) | 3.00M -37.4K (-1.2%) | 0.08% +0.010 pp | 0.00% 0.000 pp | USD54.42 -8.3% | 51 qtrs — |
| 92 | PEAK6 LLC | 58.6K -13.5K (-18.7%) | 2.92M -1.3M (-30.1%) | 0.08% -0.018 pp | 0.01% -0.001 pp | USD55.73 -10.5% | 5 qtrs — |
| 93 | ADVISOR GROUP HOLDINGS, INC. | 58.3K +27.5K (+89.2%) | 2.91M +1.1M (+64.9%) | 0.08% +0.036 pp | 0.00% +0.002 pp | USD49.11 +1.6% | 24 qtrs — |
| 94 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 57.8K +9.1K (+18.8%) | 2.88M +61.0K (+2.2%) | 0.08% +0.012 pp | 0.03% +0.002 pp | USD53.42 -6.6% | 53 qtrs — |
| 95 | MARINER, LLC | 56.9K -6.0K (-9.5%) | 2.84M -803.6K (-22.0%) | 0.07% -0.008 pp | 0.00% -0.001 pp | USD57.73 -13.6% | 41 qtrs — |
| 96 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55.3K -114.5K (-67.4%) | 2.76M -7.1M (-72.0%) | 0.07% -0.150 pp | 0.00% -0.001 pp | USD49.59 +0.6% | 50 qtrs — |
| 97 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 54.5K -1.2K (-2.2%) | 2.72M -514.6K (-15.9%) | 0.07% -0.002 pp | 0.00% 0.000 pp | USD58.84 -15.2% | 51 qtrs — |
| 98 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 52.7K +2.0K (+3.9%) | 2.63M -311.0K (-10.6%) | 0.07% +0.003 pp | 0.16% -0.024 pp | USD46.45 +7.4% | 45 qtrs — |
| 99 | CITADEL ADVISORS LLC | 51.5K -56.6K (-52.4%) | 2.57M -3.7M (-59.0%) | 0.07% -0.074 pp | 0.00% -0.001 pp | USD51.05 -2.3% | 38 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
—
Shares disposed
13.7K
Cash buys
—
Cash sales
3.00
Net activity
-13,691
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Mater Tonya L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 2,600 | 56.50 | 146.9K | 55,859 | D | ↗ |
| 2026-04-14 | Peterson Mark Alan | Officer | S-Sale | D | Common Shares of Beneficial Interest | 9,091 | 55.00 | 500.0K | 224,780 | I | ↗ |
| 2026-04-14 | Mater Tonya L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 2,000 | 56.00 | 112.0K | 58,459 | D | ↗ |
| 2026-03-16 | Moriarty Brian Andrew | Officer | S-Sale | D | Common Shares of Beneficial Interest | 5,000 | 56.44 | 282.2K | 13,704 | D | ↗ |
| 2026-03-10 | Trimberger Lisa G | Director | S-Sale | D | Common Shares of Beneficial Interest | 6,633 | 57.83 | 383.6K | 6,586 | D | ↗ |
| 2026-03-02 | Zimmerman Gregory E | Officer | F-InKind | D | Common Shares of Beneficial Interest | 16,451 | 59.41 | 977.4K | 20,066 | D | ↗ |
| 2026-02-23 | Zimmerman Gregory E | Officer | A-Award | A | Common Shares of Beneficial Interest | 40,960 | 0.00 | — | 77,477 | D | ↗ |
| 2026-02-23 | Turvey Paul Robert | Officer | A-Award | A | Common Shares of Beneficial Interest | 14,222 | 0.00 | — | 52,589 | D | ↗ |
| 2026-02-23 | Silvers Gregory K | Director / Officer | A-Award | A | Common Shares of Beneficial Interest | 75,975 | 0.00 | — | 904,602 | D | ↗ |
| 2026-02-23 | Peterson Mark Alan | Officer | A-Award | A | Common Shares of Beneficial Interest | 45,922 | 0.00 | — | 124,056 | D | ↗ |
| 2026-02-23 | Mater Tonya L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 10,359 | 0.00 | — | 55,051 | D | ↗ |
| 2026-02-23 | Fox Benjamin N | Officer | A-Award | A | Common Shares of Beneficial Interest | 28,489 | 0.00 | — | 49,274 | D | ↗ |
| 2026-02-02 | Zimmerman Gregory E | Officer | S-Sale | D | Common Shares of Beneficial Interest | 7,500 | 53.89 | 404.2K | 66,294 | I | ↗ |
| 2026-01-26 | Suarez John Peter | Director | G-Gift | A | Common Shares of Beneficial Interest | 1,564 | 0.00 | — | 1,564 | I | ↗ |
| 2026-01-02 | Zimmerman Gregory E | Officer | G-Gift | D | Common Shares of Beneficial Interest | 17,043 | 0.00 | — | 36,517 | D | ↗ |
| 2026-01-02 | Turvey Paul Robert | Officer | F-InKind | D | Common Shares of Beneficial Interest | 5,548 | 49.90 | 276.8K | 34,359 | D | ↗ |
| 2026-01-02 | Silvers Gregory K | Director / Officer | F-InKind | D | Common Shares of Beneficial Interest | 42,456 | 49.90 | 2.12M | 800,678 | D | ↗ |
| 2026-01-02 | Peterson Mark Alan | Officer | G-Gift | D | Common Shares of Beneficial Interest | 20,068 | 0.00 | — | 39,051 | D | ↗ |
| 2026-01-02 | Moriarty Brian Andrew | Officer | F-InKind | D | Common Shares of Beneficial Interest | 1,430 | 49.90 | 71.4K | 13,869 | D | ↗ |
| 2026-01-02 | Mater Tonya L. | Officer | F-InKind | D | Common Shares of Beneficial Interest | 4,005 | 49.90 | 199.8K | 42,822 | D | ↗ |
| 2026-01-02 | Johnson Gwendolyn Mary | Officer | G-Gift | D | Common Shares of Beneficial Interest | 7,997 | 0.00 | — | 14,261 | D | ↗ |
| 2026-01-02 | Grace Elizabeth | Officer | G-Gift | D | Common Shares of Beneficial Interest | 6,749 | 0.00 | — | 14,411 | D | ↗ |
| 2026-01-02 | Fox Benjamin N | Officer | G-Gift | A | Common Shares of Beneficial Interest | 2,892 | 0.00 | — | 2,892 | I | ↗ |
| 2025-12-15 | Peterson Mark Alan | Officer | G-Gift | D | Common Shares of Beneficial Interest | 2,081 | 50.15 | 104.4K | 188,707 | I | ↗ |
| 2025-12-12 | Peterson Mark Alan | Officer | G-Gift | D | Common Shares of Beneficial Interest | 3,000 | 49.91 | 149.7K | 190,788 | I | ↗ |
| 2025-12-01 | Zimmerman Gregory E | Officer | S-Sale | D | Common Shares of Beneficial Interest | 7,500 | 52.25 | 391.9K | 64,251 | I | ↗ |
| 2025-11-26 | Zimmerman Gregory E | Officer | G-Gift | D | Common Shares of Beneficial Interest | 2,126 | 52.30 | 111.2K | 71,751 | I | ↗ |
| 2025-11-03 | Zimmerman Gregory E | Officer | S-Sale | D | Common Shares of Beneficial Interest | 7,500 | 49.21 | 369.1K | 73,877 | I | ↗ |
| 2025-10-01 | Zimmerman Gregory E | Officer | S-Sale | D | Common Shares of Beneficial Interest | 7,500 | 58.12 | 435.9K | 81,377 | I | ↗ |
| 2025-09-17 | Brown William P | Director | G-Gift | A | Common Shares of Beneficial Interest | 1,219 | 0.00 | — | 1,219 | I | ↗ |
| 2025-09-05 | Brown William P | Director | M-Exempt | D | Restricted Share Units | 1,219 | 0.00 | — | 6,967 | D | ↗ |
| 2025-09-02 | Zimmerman Gregory E | Officer | S-Sale | D | Common Shares of Beneficial Interest | 7,500 | 53.35 | 400.1K | 88,877 | I | ↗ |
| 2025-08-14 | Fox Benjamin N | Officer | A-Award | A | Common Shares of Beneficial Interest | 17,602 | 0.00 | — | 17,602 | D | ↗ |
| 2025-08-01 | Zimmerman Gregory E | Officer | S-Sale | D | Common Shares of Beneficial Interest | 7,500 | 54.94 | 412.0K | 96,377 | I | ↗ |
| 2025-07-01 | Zimmerman Gregory E | Officer | S-Sale | D | Common Shares of Beneficial Interest | 7,500 | 58.37 | 437.8K | 103,877 | I | ↗ |
| 2025-06-13 | Sterneck Robin Peppe | Director | S-Sale | D | Common Shares of Beneficial Interest | 3,796 | 56.73 | 215.3K | 0 | I | ↗ |
| 2025-06-10 | Sterneck Robin Peppe | Director | G-Gift | A | Common Shares of Beneficial Interest | 1,894 | 0.00 | — | 3,796 | I | ↗ |
| 2025-06-02 | Ziegler Caixia | Director | M-Exempt | D | Restricted Share Units | 7,192 | 0.00 | — | 1,397 | D | ↗ |
| 2025-06-02 | Trimberger Lisa G | Director | M-Exempt | D | Restricted Share Units | 6,586 | 0.00 | — | 0 | D | ↗ |
| 2025-06-02 | Suarez John Peter | Director | A-Award | A | Restricted Share Units | 2,506 | 0.00 | — | 4,070 | D | ↗ |
| 2025-06-02 | Sterneck Robin Peppe | Director | M-Exempt | A | Common Shares of Beneficial Interest | 1,894 | 0.00 | — | 1,894 | D | ↗ |
| 2025-06-02 | SHANKS VIRGINIA E | Director | M-Exempt | D | Restricted Share Units | 6,329 | 0.00 | — | 6,783 | D | ↗ |
| 2025-06-02 | Connor James B. | Director | A-Award | A | Restricted Share Units | 2,747 | 0.00 | — | 40,886 | D | ↗ |
| 2025-06-02 | Case John | Director | A-Award | A | Restricted Share Units | 2,506 | 0.00 | — | 15,355 | D | ↗ |
| 2025-06-02 | Brown William P | Director | A-Award | A | Restricted Share Units | 2,506 | 0.00 | — | 6,162 | D | ↗ |
| 2025-06-02 | BROWN PETER C | Director | M-Exempt | D | Restricted Share Units | 4,774 | 0.00 | — | 0 | D | ↗ |
| 2025-05-23 | Zimmerman Gregory E | Officer | G-Gift | D | Common Shares of Beneficial Interest | 194 | 52.76 | 10.2K | 111,377 | I | ↗ |
| 2025-05-20 | Sterneck Robin Peppe | Director | S-Sale | D | Common Shares of Beneficial Interest | 3,806 | 53.97 | 205.4K | 1,902 | I | ↗ |
| 2025-03-18 | Peterson Mark Alan | Officer | S-Sale | D | Common Shares of Beneficial Interest | 13,700 | 51.77 | 709.3K | 193,788 | I | ↗ |
| 2025-03-17 | Moriarty Brian Andrew | Officer | S-Sale | D | Common Shares of Beneficial Interest | 2,500 | 51.99 | 130.0K | 15,299 | D | ↗ |
| 2025-03-17 | Mater Tonya L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 3,120 | 51.90 | 161.9K | 46,827 | D | ↗ |
| 2025-03-05 | Zimmerman Gregory E | Officer | G-Gift | D | Common Shares of Beneficial Interest | 950 | 0.00 | — | 111,571 | I | ↗ |
| 2025-03-03 | Johnson Gwendolyn Mary | Officer | S-Sale | D | Common Shares of Beneficial Interest | 3,900 | 54.02 | 210.7K | 8,216 | I | ↗ |
| 2025-02-25 | Zimmerman Gregory E | Officer | G-Gift | A | Common Shares of Beneficial Interest | 21,345 | 0.00 | — | 112,521 | I | ↗ |
| 2025-02-25 | Peterson Mark Alan | Officer | G-Gift | D | Common Shares of Beneficial Interest | 23,801 | 0.00 | — | 76,084 | D | ↗ |
| 2025-02-24 | Zimmerman Gregory E | Officer | A-Award | A | Common Shares of Beneficial Interest | 8,111 | 0.00 | — | 67,850 | D | ↗ |
| 2025-02-24 | Turvey Paul Robert | Officer | A-Award | A | Common Shares of Beneficial Interest | 3,873 | 0.00 | — | 39,907 | D | ↗ |
| 2025-02-24 | Silvers Gregory K | Director / Officer | A-Award | A | Common Shares of Beneficial Interest | 26,363 | 0.00 | — | 774,147 | D | ↗ |
| 2025-02-24 | Peterson Mark Alan | Officer | A-Award | A | Common Shares of Beneficial Interest | 23,731 | 0.00 | — | 66,987 | D | ↗ |
| 2025-02-24 | Moriarty Brian Andrew | Officer | A-Award | A | Common Shares of Beneficial Interest | 5,014 | 0.00 | — | 17,799 | D | ↗ |
| 2025-02-24 | Mater Tonya L. | Officer | F-InKind | D | Common Shares of Beneficial Interest | 4,256 | 0.00 | — | 49,947 | D | ↗ |
| 2025-02-24 | Johnson Gwendolyn Mary | Officer | A-Award | A | Common Shares of Beneficial Interest | 4,730 | 0.00 | — | 25,910 | D | ↗ |
| 2025-02-24 | Grace Elizabeth | Officer | A-Award | A | Common Shares of Beneficial Interest | 5,270 | 0.00 | — | 27,018 | D | ↗ |
| 2025-01-24 | Suarez John Peter | Director | A-Award | A | Restricted Share Units | 865 | 0.00 | — | 1,564 | D | ↗ |
| 2025-01-13 | Johnson Gwendolyn Mary | Officer | G-Gift | D | Common Shares of Beneficial Interest | 14,810 | 0.00 | — | 12,116 | I | ↗ |
| 2025-01-02 | Zimmerman Gregory E | Officer | G-Gift | D | Common Shares of Beneficial Interest | 16,275 | 0.00 | — | 37,019 | D | ↗ |
| 2025-01-02 | Turvey Paul Robert | Officer | F-InKind | D | Common Shares of Beneficial Interest | 2,869 | 44.28 | 127.0K | 27,258 | D | ↗ |
| 2025-01-02 | Silvers Gregory K | Director / Officer | F-InKind | D | Common Shares of Beneficial Interest | 41,404 | 44.28 | 1.83M | 689,834 | D | ↗ |
| 2025-01-02 | Peterson Mark Alan | Officer | F-InKind | D | Common Shares of Beneficial Interest | 17,113 | 44.28 | 757.8K | 63,479 | D | ↗ |
| 2025-01-02 | Moriarty Brian Andrew | Officer | F-InKind | D | Common Shares of Beneficial Interest | 1,452 | 44.28 | 64.3K | 12,766 | D | ↗ |
| 2025-01-02 | Mater Tonya L. | Officer | F-InKind | D | Common Shares of Beneficial Interest | 4,266 | 44.28 | 188.9K | 36,794 | D | ↗ |
| 2025-01-02 | Johnson Gwendolyn Mary | Officer | G-Gift | A | Common Shares of Beneficial Interest | 6,336 | 0.00 | — | 12,116 | I | ↗ |
| 2025-01-02 | Grace Elizabeth | Officer | G-Gift | D | Common Shares of Beneficial Interest | 5,776 | 0.00 | — | 14,651 | D | ↗ |
| 2024-12-31 | Johnson Gwendolyn Mary | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-12 | Mater Tonya L. | Officer | G-Gift | D | Common Shares of Beneficial Interest | 150 | 0.00 | — | 41,060 | — | ↗ |
| 2024-09-06 | Brown William P | Director | A-Award | A | Restricted Share Units | 2,022 | 0.00 | — | 3,656 | — | ↗ |
| 2024-08-22 | Mater Tonya L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 1,500 | 46.50 | 69.8K | 41,210 | — | ↗ |
| 2024-08-21 | Mater Tonya L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 1,000 | 46.00 | 46.0K | 42,710 | — | ↗ |
| 2024-08-05 | Johnson Gwendolyn Mary | Officer | S-Sale | D | Common Shares of Beneficial Interest | 592 | 43.82 | 25.9K | 5,780 | — | ↗ |
| 2024-05-29 | Ziegler Caixia | Director | A-Award | A | Restricted Share Units | 3,142 | 0.00 | — | 8,589 | — | ↗ |
| 2024-05-29 | Trimberger Lisa G | Director | M-Exempt | D | Restricted Share Units | 6,633 | 0.00 | — | 0 | — | ↗ |
| 2024-05-29 | Sterneck Robin Peppe | Director | A-Award | A | Restricted Share Units | 3,142 | 0.00 | — | 41,787 | — | ↗ |
| 2024-05-29 | SHANKS VIRGINIA E | Director | M-Exempt | D | Restricted Share Units | 5,714 | 0.00 | — | 6,344 | — | ↗ |
| 2024-05-29 | Connor James B. | Director | A-Award | A | Restricted Share Units | 3,444 | 0.00 | — | 32,491 | — | ↗ |
| 2024-05-29 | Case John | Director | A-Award | A | Restricted Share Units | 2,538 | 0.00 | — | 9,707 | — | ↗ |
| 2024-05-29 | BROWN PETER C | Director | A-Award | A | Restricted Share Units | 3,142 | 0.00 | — | 4,774 | — | ↗ |
| 2024-03-01 | Evans Craig L. | Officer | F-InKind | D | Common Shares of Beneficial Interest | 13,074 | 41.76 | 546.0K | 69,229 | — | ↗ |
| 2024-02-27 | Zimmerman Gregory E | Officer | G-Gift | D | Common Shares of Beneficial Interest | 26,930 | 0.00 | — | 66,969 | — | ↗ |
| 2024-02-27 | Peterson Mark Alan | Officer | G-Gift | A | Common Shares of Beneficial Interest | 28,733 | 0.00 | — | 163,464 | — | ↗ |
| 2024-02-27 | Moriarty Brian Andrew | Officer | A-Award | A | Common Shares of Beneficial Interest | 5,705 | 0.00 | — | 14,116 | — | ↗ |
| 2024-02-26 | Zimmerman Gregory E | Officer | A-Award | A | Common Shares of Beneficial Interest | 49,097 | 0.00 | — | 116,066 | — | ↗ |
| 2024-02-26 | Turvey Paul Robert | Officer | A-Award | A | Common Shares of Beneficial Interest | 5,481 | 0.00 | — | 24,286 | — | ↗ |
| 2024-02-26 | Silvers Gregory K | Director / Officer | A-Award | A | Common Shares of Beneficial Interest | 147,587 | 0.00 | — | 798,169 | — | ↗ |
| 2024-02-26 | Peterson Mark Alan | Officer | A-Award | A | Common Shares of Beneficial Interest | 27,650 | 0.00 | — | 71,088 | — | ↗ |
| 2024-02-26 | Mater Tonya L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 10,638 | 0.00 | — | 48,534 | — | ↗ |
| 2024-02-26 | Johnson Gwendolyn Mary | Officer | A-Award | A | Common Shares of Beneficial Interest | 5,671 | 0.00 | — | 26,412 | — | ↗ |
| 2024-02-26 | Grace Elizabeth | Officer | A-Award | A | Common Shares of Beneficial Interest | 6,490 | 0.00 | — | 20,466 | — | ↗ |
| 2024-02-26 | Evans Craig L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 33,158 | 0.00 | — | 97,340 | — | ↗ |
| 2024-01-02 | Zimmerman Gregory E | Officer | G-Gift | A | Common Shares of Beneficial Interest | 14,274 | 0.00 | — | 31,868 | — | ↗ |
| 2024-01-02 | Turvey Paul Robert | Officer | J-Other | D | Common Shares of Beneficial Interest | 2,003 | 48.45 | 97.0K | 18,805 | — | ↗ |
| 2024-01-02 | Silvers Gregory K | Director / Officer | J-Other | D | Common Shares of Beneficial Interest | 37,121 | 48.45 | 1.80M | 553,504 | — | ↗ |
| 2024-01-02 | Peterson Mark Alan | Officer | G-Gift | D | Common Shares of Beneficial Interest | 19,120 | 0.00 | — | 43,438 | — | ↗ |
| 2024-01-02 | Mater Tonya L. | Officer | J-Other | D | Common Shares of Beneficial Interest | 5,372 | 48.45 | 260.3K | 35,851 | — | ↗ |
| 2024-01-02 | Johnson Gwendolyn Mary | Officer | J-Other | D | Common Shares of Beneficial Interest | 2,180 | 48.45 | 105.6K | 20,741 | — | ↗ |
| 2024-01-02 | Grace Elizabeth | Officer | G-Gift | D | Common Shares of Beneficial Interest | 6,181 | 0.00 | — | 13,976 | — | ↗ |
| 2024-01-02 | Evans Craig L. | Director | G-Gift | A | Common Shares of Beneficial Interest | 15,440 | 0.00 | — | 37,940 | — | ↗ |
| 2023-12-26 | Mater Tonya L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 1,500 | 48.50 | 72.8K | 41,223 | — | ↗ |
| 2023-12-22 | BROWN PETER C | Director | S-Sale | D | Common Shares | 2,500 | 48.68 | 121.7K | 18,094 | — | ↗ |
| 2023-12-18 | Peterson Mark Alan | Officer | G-Gift | D | Common Shares of Beneficial Interest | 206 | 0.00 | — | 115,611 | — | ↗ |
| 2023-12-06 | Trimberger Lisa G | Director | S-Sale | D | Common Shares | 5,933 | 46.39 | 275.2K | 0 | — | ↗ |
| 2023-08-30 | Mater Tonya L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 5,000 | 44.61 | 223.1K | 42,723 | — | ↗ |
| 2023-05-24 | Ziegler Caixia | Director | A-Award | A | Restricted Share Units | 2,556 | 0.00 | — | 10,141 | — | ↗ |
| 2023-05-24 | Trimberger Lisa G | Director | M-Exempt | A | Common Shares | 4,536 | 0.00 | — | 5,933 | — | ↗ |
| 2023-05-24 | Sterneck Robin Peppe | Director | M-Exempt | D | Restricted Share Units | 1,903 | 0.00 | — | 32,289 | — | ↗ |
| 2023-05-24 | SHANKS VIRGINIA E | Director | M-Exempt | A | Common Shares | 6,371 | 0.00 | — | 18,484 | — | ↗ |
| 2023-05-24 | NEWMAN JACK A JR | Director | M-Exempt | D | Restricted Share Units | 51,096 | 0.00 | — | 0 | — | ↗ |
| 2023-05-24 | Connor James B. | Director | A-Award | A | Restricted Share Units | 3,469 | 0.00 | — | 25,883 | — | ↗ |
| 2023-05-24 | Case John | Director | A-Award | A | Restricted Share Units | 3,164 | 0.00 | — | 7,169 | — | ↗ |
| 2023-05-24 | BROWN PETER C | Director | M-Exempt | A | Common Shares | 3,812 | 0.00 | — | 20,594 | — | ↗ |
| 2023-05-24 | BLOCH THOMAS M | Director | M-Exempt | D | Restricted Share Units | 5,260 | 0.00 | — | 0 | — | ↗ |
| 2023-02-21 | Turvey Paul Robert | Officer | A-Award | A | Common Shares of Beneficial Interest | 6,062 | 0.00 | — | 20,808 | — | ↗ |
| 2023-02-21 | Johnson Gwendolyn Mary | Officer | — | D | Common Shares of Beneficial Interest | 0 | 0.00 | — | 16,859 | — | ↗ |
| 2023-02-21 | Case John | Director | — | D | Common Shares of Beneficial Interest | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-20 | Zimmerman Gregory E | Officer | A-Award | A | Common Shares of Beneficial Interest | 8,710 | 0.00 | — | 58,217 | — | ↗ |
| 2023-02-20 | Silvers Gregory K | Director / Officer | A-Award | A | Common Shares of Beneficial Interest | 28,306 | 0.00 | — | 590,625 | — | ↗ |
| 2023-02-20 | Peterson Mark Alan | Officer | A-Award | A | Common Shares of Beneficial Interest | 9,766 | 0.00 | — | 78,623 | — | ↗ |
| 2023-02-20 | Mater Tonya L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 10,894 | 0.00 | — | 45,618 | — | ↗ |
| 2023-02-20 | Grace Elizabeth | Officer | A-Award | A | Common Shares of Beneficial Interest | 4,181 | 0.00 | — | 23,080 | — | ↗ |
| 2023-02-20 | Evans Craig L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 20,811 | 0.00 | — | 64,747 | — | ↗ |
| 2023-02-17 | Trimberger Lisa G | Director | M-Exempt | A | Restricted Share Units | 1,397 | 0.00 | — | 4,536 | — | ↗ |
| 2023-01-02 | Zimmerman Gregory E | Officer | G-Gift | A | Common Shares of Beneficial Interest | 13,598 | 0.00 | — | 33,697 | — | ↗ |
| 2023-01-02 | Silvers Gregory K | Officer | J-Other | D | Common Shares of Beneficial Interest | 32,316 | 37.72 | 1.22M | 490,389 | — | ↗ |
| 2023-01-02 | Peterson Mark Alan | Officer | G-Gift | D | Common Shares of Beneficial Interest | 17,117 | 0.00 | — | 36,888 | — | ↗ |
| 2023-01-02 | Mater Tonya L. | Officer | J-Other | D | Common Shares of Beneficial Interest | 4,755 | 37.72 | 179.4K | 34,724 | — | ↗ |
| 2023-01-02 | Grace Elizabeth | Officer | G-Gift | A | Common Shares of Beneficial Interest | 4,281 | 0.00 | — | 7,921 | — | ↗ |
| 2023-01-02 | Evans Craig L. | Officer | J-Other | D | Common Shares of Beneficial Interest | 9,148 | 37.72 | 345.1K | 43,936 | — | ↗ |
| 2022-06-13 | Ziegler Caixia | Director | P-Purchase | A | Common Shares | 500 | 45.14 | 22.6K | 500 | — | ↗ |
| 2022-05-27 | Ziegler Caixia | Director | A-Award | A | Restricted Share Units | 2,509 | 0.00 | — | 5,933 | — | ↗ |
| 2022-05-27 | Trimberger Lisa G | Director | A-Award | A | Restricted Share Units | 2,027 | 0.00 | — | 3,424 | — | ↗ |
| 2022-05-27 | Sterneck Robin Peppe | Director | M-Exempt | D | Restricted Share Units | 1,903 | 0.00 | — | 28,932 | — | ↗ |
| 2022-05-27 | SHANKS VIRGINIA E | Director | A-Award | A | Restricted Share Units | 2,509 | 0.00 | — | 11,614 | — | ↗ |
| 2022-05-27 | NEWMAN JACK A JR | Director | A-Award | A | Restricted Share Units | 2,509 | 0.00 | — | 51,096 | — | ↗ |
| 2022-05-27 | DRUTEN ROBERT J | Director | M-Exempt | A | Common Shares | 10,268 | 0.00 | — | 49,483 | — | ↗ |
| 2022-05-27 | Connor James B. | Director | A-Award | A | Restricted Share Units | 2,027 | 0.00 | — | 19,905 | — | ↗ |
| 2022-05-27 | BROWN PETER C | Director | M-Exempt | A | Common Shares | 4,137 | 0.00 | — | 16,782 | — | ↗ |
| 2022-05-27 | BRADY BARRETT | Director | M-Exempt | D | Restricted Share Units | 49,275 | 0.00 | — | 0 | — | ↗ |
| 2022-05-27 | BLOCH THOMAS M | Director | M-Exempt | A | Common Shares | 5,708 | 0.00 | — | 39,114 | — | ↗ |
| 2022-03-29 | Peterson Mark Alan | Officer | S-Sale | D | Common Shares of Beneficial Interest | 4,543 | 55.02 | 250.0K | 98,700 | — | ↗ |
| 2022-03-25 | NEWMAN JACK A JR | Director | M-Exempt | A | Common Shares of Beneficial Interest | 1,093 | 44.62 | 48.8K | 7,579 | — | ↗ |
| 2022-03-11 | BRADY BARRETT | Director | J-Other | D | Common Shares of Beneficial Interest | 166 | 0.00 | — | 0 | — | ↗ |
| 2022-03-10 | Peterson Mark Alan | Officer | S-Sale | D | Common Shares of Beneficial Interest | 4,709 | 53.08 | 250.0K | 103,243 | — | ↗ |
| 2022-03-02 | Mater Tonya L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 5,000 | 50.08 | 250.4K | 39,479 | — | ↗ |
| 2022-03-02 | DRUTEN ROBERT J | Director | M-Exempt | A | Option to Purchase Common Shares of Beneficial Interest | 1,093 | 0.00 | — | 0 | — | ↗ |
| 2022-02-17 | Zimmerman Gregory E | Officer | A-Award | A | Common Shares of Beneficial Interest | 18,218 | 0.00 | — | 47,158 | — | ↗ |
| 2022-02-17 | Ziegler Caixia | Director | — | D | Common Shares of Beneficial Interest | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-02-17 | Trimberger Lisa G | Director | — | I | Common Shares of Beneficial Interest | 0 | 0.00 | — | 3,000 | — | ↗ |
| 2022-02-17 | Silvers Gregory K | Director / Officer | A-Award | A | Common Shares of Beneficial Interest | 25,013 | 0.00 | — | 522,705 | — | ↗ |
| 2022-02-17 | Peterson Mark Alan | Officer | A-Award | A | Common Shares of Beneficial Interest | 24,596 | 0.00 | — | 59,946 | — | ↗ |
| 2022-02-17 | Mater Tonya L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 7,632 | 0.00 | — | 42,619 | — | ↗ |
| 2022-02-17 | Grace Elizabeth | Officer | A-Award | A | Common Shares of Beneficial Interest | 3,542 | 0.00 | — | 15,274 | — | ↗ |
| 2022-02-17 | Evans Craig L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 15,819 | 0.00 | — | 46,978 | — | ↗ |
| 2022-01-14 | Evans Craig L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 2,500 | 47.33 | 118.3K | 22,500 | — | ↗ |
| 2022-01-13 | Evans Craig L. | Officer | S-Sale | D | Common Shares of Beneficial Interest | 2,500 | 48.23 | 120.6K | 25,000 | — | ↗ |
| 2022-01-04 | Zimmerman Gregory E | Officer | G-Gift | D | Common Shares of Beneficial Interest | 11,815 | 0.00 | — | 28,940 | — | ↗ |
| 2022-01-04 | Peterson Mark Alan | Officer | G-Gift | A | Common Shares of Beneficial Interest | 18,549 | 0.00 | — | 117,575 | — | ↗ |
| 2022-01-03 | Zimmerman Gregory E | Officer | J-Other | D | Common Shares of Beneficial Interest | 5,444 | 47.49 | 258.5K | 40,755 | — | ↗ |
| 2022-01-03 | Silvers Gregory K | Director / Officer | J-Other | D | Common Shares of Beneficial Interest | 32,847 | 47.49 | 1.56M | 446,352 | — | ↗ |
| 2022-01-03 | Peterson Mark Alan | Officer | J-Other | D | Common Shares of Beneficial Interest | 15,864 | 47.49 | 753.4K | 53,899 | — | ↗ |
| 2022-01-03 | Mater Tonya L. | Officer | J-Other | D | Common Shares of Beneficial Interest | 4,451 | 47.49 | 211.4K | 34,987 | — | ↗ |
| 2022-01-03 | Grace Elizabeth | Officer | J-Other | D | Common Shares of Beneficial Interest | 1,234 | 47.49 | 58.6K | 8,578 | — | ↗ |
| 2022-01-03 | Evans Craig L. | Officer | J-Other | D | Common Shares of Beneficial Interest | 9,374 | 47.49 | 445.2K | 38,659 | — | ↗ |
| 2021-05-28 | Sterneck Robin Peppe | Director | A-Award | A | Restricted Share Units | 2,723 | 0.00 | — | 30,835 | — | ↗ |
| 2021-05-28 | SHANKS VIRGINIA E | Director | M-Exempt | A | Common Shares | 3,934 | 0.00 | — | 6,539 | — | ↗ |
| 2021-05-28 | NEWMAN JACK A JR | Director | A-Award | A | Restricted Share Units | 2,985 | 0.00 | — | 43,113 | — | ↗ |
| 2021-05-28 | DRUTEN ROBERT J | Director | M-Exempt | D | Restricted Share Units | 6,714 | 0.00 | — | 11,966 | — | ↗ |
| 2021-05-28 | Connor James B. | Director | A-Award | A | Restricted Share Units | 2,199 | 0.00 | — | 15,155 | — | ↗ |
| 2021-05-28 | BROWN PETER C | Director | M-Exempt | D | Restricted Share Units | 4,860 | 0.00 | — | 0 | — | ↗ |
| 2021-05-28 | BRADY BARRETT | Director | A-Award | A | Restricted Share Units | 2,985 | 0.00 | — | 46,552 | — | ↗ |
| 2021-05-28 | BLOCH THOMAS M | Director | M-Exempt | D | Restricted Share Units | 10,187 | 0.00 | — | 0 | — | ↗ |
| 2021-05-07 | NEWMAN JACK A JR | Director | F-InKind | D | Common Shares of Beneficial Interest | 1,308 | 49.50 | 64.7K | 6,486 | — | ↗ |
| 2021-05-07 | DRUTEN ROBERT J | Director | F-InKind | D | Common Shares of Beneficial Interest | 1,308 | 49.50 | 64.7K | 32,368 | — | ↗ |
| 2021-05-07 | BRADY BARRETT | Director | J-Other | D | Common Shares of Beneficial Interest | 47 | 0.00 | — | 0 | — | ↗ |
| 2021-03-02 | Sterneck Robin Peppe | Director | S-Sale | D | Common Shares of Beneficial Interest | 2,904 | 46.20 | 134.2K | 0 | — | ↗ |
| 2021-02-22 | Zimmerman Gregory E | Officer | A-Award | A | Common Shares of Beneficial Interest | 16,342 | 0.00 | — | 37,612 | — | ↗ |
| 2021-02-22 | Silvers Gregory K | Officer | A-Award | A | Common Shares of Beneficial Interest | 25,811 | 0.00 | — | 479,199 | — | ↗ |
| 2021-02-22 | Peterson Mark Alan | Officer | A-Award | A | Common Shares of Beneficial Interest | 9,162 | 0.00 | — | 69,763 | — | ↗ |
| 2021-02-22 | Mater Tonya L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 6,847 | 0.00 | — | 37,578 | — | ↗ |
| 2021-02-22 | Evans Craig L. | Officer | A-Award | A | Common Shares of Beneficial Interest | 14,190 | 0.00 | — | 56,775 | — | ↗ |
| 2021-01-04 | Zimmerman Gregory E | Officer | G-Gift | A | Common Shares of Beneficial Interest | 6,476 | 0.00 | — | 8,284 | — | ↗ |
| 2021-01-04 | Silvers Gregory K | Officer | J-Other | D | Common Shares of Beneficial Interest | 31,300 | 32.50 | 1.02M | 407,334 | — | ↗ |
| 2021-01-04 | Peterson Mark Alan | Officer | G-Gift | D | Common Shares of Beneficial Interest | 18,959 | 0.00 | — | 38,805 | — | ↗ |
| 2021-01-04 | Mater Tonya L. | Officer | J-Other | D | Common Shares of Beneficial Interest | 3,959 | 32.50 | 128.7K | 30,731 | — | ↗ |
| 2021-01-04 | Evans Craig L. | Officer | J-Other | D | Common Shares of Beneficial Interest | 9,395 | 32.50 | 305.3K | 42,585 | — | ↗ |
| 2020-12-14 | NEWMAN JACK A JR | Director | P-Purchase | A | Common Shares of Beneficial Interest | 5,800 | 31.04 | 180.0K | 6,439 | — | ↗ |
| 2020-11-11 | NEWMAN JACK A JR | Director | S-Sale | D | Common Shares of Beneficial Interest | 5,800 | 29.50 | 171.1K | 639 | — | ↗ |
| 2020-08-25 | SHANKS VIRGINIA E | Director | P-Purchase | A | Common Shares | 1,600 | 31.00 | 49.6K | 2,605 | — | ↗ |
| 2020-05-29 | Sterneck Robin Peppe | Director | A-Award | A | Restricted Share Units | 5,327 | 0.00 | — | 20,267 | — | ↗ |
| 2020-05-29 | SHANKS VIRGINIA E | Director | A-Award | A | Restricted Share Units | 4,860 | 0.00 | — | 10,795 | — | ↗ |
| 2020-05-29 | NEWMAN JACK A JR | Director | A-Award | A | Restricted Share Units | 5,327 | 0.00 | — | 35,268 | — | ↗ |
| 2020-05-29 | DRUTEN ROBERT J | Director | M-Exempt | A | Common Shares | 4,082 | 0.00 | — | 32,321 | — | ↗ |
Executive team
Top executives
EBIT / Employee
7.46M
Shares Outstanding
76.50M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2010 | David M. Brain, President and Chief Executive Officer | 546.2K | 680.0K | — | 136.8K | — | 229.8K | 2.94M | 4.65% | ↗ |
| 2 | 2010 | Gregory K. Silvers , Vice President, Chief Operating Officer, Secretary and General Counsel | 394.7K | 395.0K | — | 86.6K | — | 141.1K | 1.80M | 4.82% | ↗ |
| 3 | 2010 | Morgan G. Earnest II, Chief Investment Officer | 370.8K | 240.0K | — | 93.0K | — | 109.0K | 1.48M | 6.28% | ↗ |
| 4 | 2010 | Mark A. Peterson , Vice President, Chief Financial Officer and Treasurer | 309.0K | 309.0K | — | 75.5K | — | 106.3K | 1.41M | 5.35% | ↗ |
| 5 | 2010 | Michael L. Hirons , Vice President – Finance | 206.0K | 155.0K | — | 16.2K | — | 76.6K | 721.3K | 2.25% | ↗ |
| 6 | 2009 | David M. Brain, President and Chief Executive Officer | 530.3K | 400.0K | — | 17.6K | — | 227.9K | 2.09M | 0.84% | ↗ |
| 7 | 2009 | Gregory K. Silvers , Vice President, Chief Operating Officer, Secretary and General Counsel | 383.3K | 287.5K | — | 34.5K | — | 139.4K | 1.46M | 2.37% | ↗ |
| 8 | 2009 | Mark A. Peterson , Vice President, Chief Financial Officer and Treasurer | 300.0K | 210.0K | — | 34.4K | — | 106.5K | 1.12M | 3.07% | ↗ |
| 9 | 2009 | Morgan G. Earnest II, Chief Investment Officer | 240.0K | 123.0K | — | 182.5K | — | 65.8K | 905.5K | 20.15% | ↗ |
| 10 | 2009 | Michael L. Hirons , Vice President – Finance | 200.0K | 100.0K | — | 1.8K | — | 81.1K | 595.4K | 0.30% | ↗ |
| 11 | 2008 | David M. Brain, President and Chief Executive Officer | 530.3K | 1.06M | — | 357.5K | — | 21.3K | 2.52M | 14.18% | ↗ |
| 12 | 2008 | Gregory K. Silvers , Vice President, Chief Operating Officer, Secretary and General Counsel | 383.3K | 613.3K | — | 156.6K | — | 139.1K | 1.66M | 9.43% | ↗ |
| 13 | 2008 | Mark A. Peterson , Vice President, Chief Financial Officer and Treasurer | 288.8K | 433.3K | — | 172.2K | — | 23.8K | 1.18M | 14.55% | ↗ |
| 14 | 2008 | Michael L. Hirons , Vice President – Finance | 183.8K | 200.0K | — | 68.5K | — | 30.8K | 588.7K | 11.64% | ↗ |
| 15 | 2006 | David M. Brain, President and Chief Executive Officer | — | — | — | 116.4K | — | 167.2K | 167.2K | 69.63% | ↗ |
| 16 | 2006 | Fred L. Kennon | — | — | — | 522.0K | — | 129.4K | 129.4K | 403.53% | ↗ |
| 17 | 2006 | Gregory K. Silvers , Vice President, Chief Operating Officer, Secretary and General Counsel | — | — | — | 36.7K | — | 127.0K | 127.0K | 28.92% | ↗ |
| 18 | 2006 | Mark A. Peterson , Vice President, Chief Financial Officer and Treasurer | — | — | — | 6.3K | — | 71.5K | 71.5K | 8.87% | ↗ |
| 19 | 2006 | Michael L. Hirons , Vice President – Finance Morgan G. Earnest Chief Investment Officer | — | — | — | 11.2K | — | 14.6K | 14.6K | 76.64% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Morgan G. Earnest | Executive Advisor | 6M | male |
| Gregory K. Silvers | President, Chief Executive Officer & Board Chair | 4M | male |
| Mark Alan Peterson | Executive Vice President, Chief Financial Officer & Treasurer | 2M | male |
| Benjamin Fox | Executive Vice President & Chief Investment Officer | 1M | male |
| Paul Turvey | Senior Vice President, General Counsel & Company Secretary | 949.7K | male |
| Tonya L. Mater | Senior Vice President & Chief Accounting Officer | 767.3K | female |
| Gwendolyn Mary Johnson | Senior Vice President of Asset Management | — | female |
| Elizabeth Grace | Senior Vice President of Human Resources & Administration | — | female |
| Derek Werner | Vice President of Underwriting & Analysis | — | male |
| Brian Moriarty | Senior Vice President of Corporate Communications | — | male |
| April Jenkins | Vice President & Controller | — | female |
ESG Rating
ESG Score History REIT - SPECIALTY
Benchmark vs Sector
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2014-07-23 | 2014-08-14 | Susan M. Collins | ME | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for EPR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
