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Four Corners Property Trust, Inc. (FCPT)

USD25.16 -0.03 (-0.12%)
US NYSE Real Estate REIT - Retail
Address 591 Redwood Highway 94941
Mill Valley, CA, US
CEO William Howard Lenehan
Website fcpt.com
IPO 2015-11-10
CIK 1650132 ISIN US35086T1097

Explore sections of this company profile

Description

Four Corners Property Trust (FCPT), a real estate investment trust based in Mill Valley, California, specializes in acquiring and leasing properties primarily for restaurant operations. The company's strategy involves expanding its portfolio through the purchase of additional real estate, which it then net-leases to establishments within the restaurant and retail industries.

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
USD25.16 -0.03 (-0.12%)
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Volume Profile
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Liquidity & share structure
Average Volume
847.1K
Beta
0.82
Float Shares
108.29M
Free Float %
98.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.12% -1.30% +0.00% +2.95% +4.66% +9.02% -8.01% -2.75% -2.41% +34.01% +23.36%
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 (15 ratings, all time) Hold
Price Targets & DCF
Current price
25.16
Low 25.00 -0.6%
Consensus 27.00 +7.3%
Median 26.50 +5.3%
High 30.00 +19.2%
DCF (Unlevered) 85.19 +238.6%
DCF (Levered) 62.54 +148.6%

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) 44% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 2 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
28.50
+13.3%
Last Quarter 2
28.50
+13.3%
Last Year 6
27.50
+9.3%
All Time 8
28.25
+12.3%
Quality scores
Altman Z-Score
1.51
Distress
Piotroski F-Score
7 / 9
Strong
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
  • Revenue growth
    +9.7% Q1'26: +9.4% (vs Q1'25)
  • EPS growth
    +1.9% Q1'26: +7.7% (vs Q1'25)
  • FCF margin
    Q1'26: +60.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +55.8% (vs Q1'25)
  • ROIC
    Q1'26: +6.1% (vs Q1'25)
  • Share dilution
    +9.5% Q1'26: +9.5% (vs Q1'25)
  • Debt / EBITDA
    5.38× Q1'26: 5.07× (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 (0.84) × ERP
WACC = 68% × Ke + 32% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 85.19 Current price: 25.16
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
1 Rev. Ana.
1 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
Dec 2030
1 Rev. Ana.
Revenue
33.46M
est: 114.08M (-70.7%)
124.02M
est: 124.25M (-0.2%)
133.21M
est: 133.53M (-0.2%)
143.64M
est: 144.30M (-0.5%)
160.23M
est: 132.67M (+20.8%)
170.94M
est: 154.40M (+10.7%)
199.38M
est: 172.36M (+15.7%)
223.19M
est: 223.15M (+0.0%)
250.61M
est: 262.91M (-4.7%)
268.07M
est: 240.44M (+11.5%)
294.13M
est: 294.57M (-0.1%)
301.05M
298.91M – 303.18M
+2.2% YoY
319.71M
314.15M – 325.26M
+6.2% YoY
341.00M
335.04M – 346.95M
+6.7% YoY
328.82M
322.11M – 335.81M
-3.6% YoY
335.89M
329.03M – 343.03M
+2.2% YoY
EBITDA
14.60M
est: 88.42M (-83.5%)
95.19M
est: 96.31M (-1.2%)
113.15M
est: 91.21M (+24.1%)
110.98M
est: 97.85M (+13.4%)
126.03M
est: 126.86M (-0.7%)
136.48M
est: 138.71M (-1.6%)
152.16M
est: 151.95M (+0.1%)
176.02M
est: 161.47M (+9.0%)
190.93M
est: 202.04M (-5.5%)
204.65M
est: 184.77M (+10.8%)
225.09M
est: 226.37M (-0.6%)
231.35M
229.71M – 232.99M
+2.2% YoY
245.69M
241.42M – 249.95M
+6.2% YoY
262.05M
257.47M – 266.62M
+6.7% YoY
252.69M
247.53M – 258.06M
-3.6% YoY
258.12M
252.85M – 263.61M
+2.2% YoY
EBIT
10.85M
est: 67.01M (-83.8%)
91.33M
est: 72.99M (+25.1%)
91.34M
est: 43.20M (+111.5%)
103.15M
est: 71.08M (+45.1%)
99.72M
est: 99.67M (+0.0%)
107.05M
est: 108.81M (-1.6%)
117.77M
est: 116.91M (+0.7%)
134.55M
est: 119.97M (+12.2%)
140.20M
est: 150.95M (-7.1%)
150.13M
est: 138.05M (+8.8%)
164.66M
est: 169.12M (-2.6%)
172.84M
171.62M – 174.07M
+2.2% YoY
183.55M
180.37M – 186.74M
+6.2% YoY
195.78M
192.36M – 199.19M
+6.7% YoY
188.78M
184.93M – 192.80M
-3.6% YoY
192.84M
188.91M – 196.94M
+2.2% YoY
Net Income
5.70M
est: 86.54M (-93.4%)
156.81M
est: 218.23M (-28.1%)
71.39M
est: 57.76M (+23.6%)
82.40M
est: 63.00M (+30.8%)
72.62M
est: 73.28M (-0.9%)
77.33M
est: 78.74M (-1.8%)
85.58M
est: 85.28M (+0.4%)
97.77M
est: 91.97M (+6.3%)
95.34M
est: 110.02M (-13.3%)
100.47M
est: 110.54M (-9.1%)
112.36M
est: 116.54M (-3.6%)
120.29M
117.04M – 123.55M
+3.2% YoY
123.78M
122.81M – 124.75M
+2.9% YoY
125.00M
123.64M – 126.35M
+1.0% YoY
— – —
-100.0% YoY
— – —
SGA
1.86M
est: 10.17M (-81.7%)
10.98M
est: 11.07M (-0.9%)
12.26M
est: 27.81M (-55.9%)
13.64M
est: 30.88M (-55.8%)
13.93M
est: 40.61M (-65.7%)
15.05M
est: 22.62M (-33.5%)
17.65M
est: 17.66M (-0.1%)
20.04M
est: 17.90M (+12.0%)
22.68M
est: 23.60M (-3.9%)
23.79M
est: 21.58M (+10.2%)
26.84M
est: 26.44M (+1.5%)
27.02M
26.83M – 27.22M
+2.2% YoY
28.70M
28.20M – 29.20M
+6.2% YoY
30.61M
30.08M – 31.14M
+6.7% YoY
29.52M
28.91M – 30.14M
-3.6% YoY
30.15M
29.54M – 30.79M
+2.2% YoY
EPS
0.11
est: 0.92 (-88.0%)
2.75
est: 2.32 (+18.5%)
1.18
est: 1.11 (+6.3%)
1.29
est: 1.24 (+4.5%)
1.06
est: 1.05 (+1.0%)
1.08
est: 1.09 (-0.7%)
1.12
est: 1.09 (+2.4%)
1.20
est: 1.20 (-0.1%)
1.08
est: 1.07 (+1.1%)
1.07
est: 1.08 (-0.9%)
1.09
est: 1.10 (-1.1%)
1.17
1.14 – 1.20
+6.0% YoY
1.21
1.19 – 1.21
+3.2% YoY
1.21
1.20 – 1.23
+0.7% YoY
— – —
-100.0% YoY
— – —
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-21 Barclays Equal Weight Equal Weight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
2026-05-08 A- 4/5 5/5 4/5 5/5 3/5 2/5 2/5
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 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-30 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-29 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-28 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-27 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-24 B+ 3/5 5/5 3/5 5/5 2/5 2/5 2/5
2026-04-23 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-22 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-21 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-20 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-17 B+ 3/5 5/5 3/5 5/5 1/5 2/5 3/5
2026-04-16 B+ 3/5 5/5 3/5 5/5 1/5 2/5 3/5
2026-04-15 B+ 3/5 5/5 3/5 5/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
188.43M
OE per share TTM
1.80
Owner's Yield
6.86%
Maintenance CapEx ratio
0.43%
Maint CapEx / Avg PPE
2.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
61
Total invested
50.92M
Insider transactions (90d)
0
Beneficial owners (>5%)
28
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. 14.96M 19.30% 14.58M 14.96M HC Delaware 2022-01-27
2 Victory Capital Management Inc. 5.03M 6.01% 5.01M 5.03M IA New York 2023-02-01
3 STATE STREET CORPORATION 4.19M 5.41% 3.52M 4.19M HC 2022-02-11
4 PETER A. FELD 3.88M 9.10% 1.1K 3.88M 1.1K 10.00 IN USA 2015-11-10
5 JEFFREY C. SMITH 3.88M 9.10% 3.88M 10.00 IN USA 2015-11-10
6 MARK R. MITCHELL 3.88M 9.10% 3.88M 10.00 IN USA 2015-11-10
7 STARBOARD PRINCIPAL CO GP LLC 3.88M 9.10% 3.88M 3.88M 10.00 OO DELAWARE 2015-11-10
8 STARBOARD PRINCIPAL CO LP 3.88M 9.10% 3.88M 3.88M 10.00 PN DELAWARE 2015-11-10
9 STARBOARD VALUE GP LLC 3.88M 9.10% 3.88M 3.88M 10.00 OO DELAWARE 2015-11-10
10 STARBOARD VALUE LP 3.88M 9.10% 3.88M 3.88M 10.00 PN DELAWARE 2015-11-10
11 BARCLAYS GLOBAL INVESTORS, NA. 3.57M 2.90% 41.7K 1.7K 6.36M 39.6K BK Pennsylvania 2016-04-08
12 13-3353336 2.00M 2.90% 1.23M 2.00M IA, CO United Kingdom 2020-02-14
13 98-0557567 1.76M 2.40% 1.73M 1.76M IA, HC Bermuda 2021-02-04
14 STARBOARD LEADERS DELTA LLC 1.15M 2.70% 1.15M 1.15M 10.00 OO DELAWARE 2015-11-10
15 STARBOARD VALUE A GP LLC 1.15M 2.70% 1.15M 1.15M 10.00 OO DELAWARE 2015-11-10
16 STARBOARD VALUE A LP 1.15M 2.70% 1.15M 1.15M 10.00 PN DELAWARE 2015-11-10
17 STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD 845.3K 2.00% 845.3K 845.3K 10.00 CO CAYMAN ISLANDS 2015-11-10
18 STARBOARD VALUE AND OPPORTUNITY S LLC 193.4K 1.00% 193.4K 193.4K 10.00 OO DELAWARE 2015-11-10
19 STARBOARD VALUE AND OPPORTUNITY C LP 106.0K 1.00% 106.0K 106.0K 10.00 PN DELAWARE 2015-11-10
20 STARBOARD VALUE R GP LLC 106.0K 1.00% 106.0K 106.0K 10.00 OO DELAWARE 2015-11-10
21 STARBOARD VALUE R LP 106.0K 1.00% 106.0K 106.0K 10.00 PN DELAWARE 2015-11-10
22 Ashish H. Pant 0.00% HC, IN Delaware 2017-02-14
23 Cohen & Steers UK Limited 0.00% IA, CO United Kingdom 2020-02-14
24 Jason E. Moment 0.00% HC, IN Delaware 2017-02-14
25 ROIC, LLC 0.00% HC, OO Delaware 2017-02-14
26 Richard H. Voon 0.00% HC, IN Delaware 2017-02-14
27 Route One Investment Company, L.P. 0.00% IA, PN Delaware 2017-02-14
28 William F. Duhamel, Jr. 0.00% HC, IN Delaware 2017-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
61
-262 vs prev Q
New positions
7
Closed positions
269
Increased
31
Reduced
8
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. 1.78M +1.8M (+100.0%) 40.94B +40.9B (+100.0%) 1.73% +1.729 pp 0.06% +0.062 pp USD23.06 +0.0% 1 qtrs NEW
2 57.6K +57.6K (+100.0%) 1.33B +1.3B (+100.0%) 0.06% +0.057 pp 0.31% +0.308 pp USD23.06 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 19.14M +730.5K (+4.0%) 441.36M -7.8M (-1.7%) 18.64% +0.278 pp 0.01% 0.000 pp USD28.85 -20.1% 6 qtrs
4 VANGUARD GROUP INC 12.06M +344.9K (+2.9%) 278.04M -7.7M (-2.7%) 11.74% +0.060 pp 0.00% 0.000 pp USD23.11 -0.2% 41 qtrs
5 FMR LLC 9.69M -1.3M (-11.8%) 223.39M -44.5M (-16.6%) 9.43% -1.518 pp 0.01% -0.003 pp USD25.87 -10.9% 41 qtrs
6 STATE STREET CORP 6.00M +156.0K (+2.7%) 140.55M -4.1M (-2.8%) 5.84% +0.014 pp 0.00% 0.000 pp USD24.91 -7.4% 41 qtrs
7 VICTORY CAPITAL MANAGEMENT INC 4.25M +349.0K (+8.9%) 98.03M +2.8M (+3.0%) 4.14% +0.248 pp 0.06% 0.000 pp USD26.89 -14.2% 30 qtrs
8 CAPITAL INTERNATIONAL INVESTORS 3.25M +— (+0.0%) 74.86M -4.3M (-5.5%) 3.05% -0.183 pp 0.01% -0.001 pp USD26.39 -12.6% 13 qtrs
9 WESTWOOD HOLDINGS GROUP INC 3.08M +122.1K (+4.1%) 71.10M -1.2M (-1.6%) 3.00% +0.049 pp 0.58% +0.062 pp USD26.51 -13.0% 15 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 2.85M +110.8K (+4.0%) 65.80M -1.1M (-1.7%) 2.78% +0.043 pp 0.00% 0.000 pp USD24.85 -7.2% 41 qtrs
11 EARNEST PARTNERS LLC 2.68M -179.6K (-6.3%) 61.89M -8.0M (-11.4%) 2.61% -0.242 pp 0.27% -0.038 pp USD25.00 -7.8% 33 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.89M +131.5K (+7.5%) 43.53M +678.3K (+1.6%) 1.84% +0.087 pp 0.01% 0.000 pp USD25.00 -7.8% 41 qtrs
13 PRINCIPAL FINANCIAL GROUP INC 1.66M -43.2K (-2.5%) 38.36M -3.3M (-7.9%) 1.64% -0.063 pp 0.02% -0.001 pp USD25.06 -8.0% 41 qtrs
14 TWO SIGMA ADVISERS, LP 1.53M +423.4K (+38.4%) 35.20M +8.3M (+30.8%) 1.49% +0.386 pp 0.07% +0.015 pp USD25.72 -10.3% 30 qtrs
15 DIMENSIONAL FUND ADVISORS LP 1.47M -15.8K (-1.1%) 33.84M -2.4M (-6.5%) 1.43% -0.050 pp 0.01% -0.001 pp USD23.63 -2.4% 41 qtrs
16 MORGAN STANLEY 1.45M +166.6K (+13.0%) 33.47M +2.1M (+6.8%) 1.41% +0.132 pp 0.00% +0.000 pp USD27.10 -14.9% 41 qtrs
17 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.43M +1.4M (+100.0%) 32.89M +32.9M (+100.0%) 1.34% +1.342 pp 1.32% +1.317 pp USD23.06 +0.0% 1 qtrs NEW
18 BOSTON TRUST WALDEN CORP 1.39M -128.0K (-8.4%) 32.15M -5.0M (-13.4%) 1.37% -0.144 pp 0.24% -0.030 pp USD25.49 -9.5% 8 qtrs
19 SUMITOMO MITSUI TRUST HOLDINGS, INC. 1.33M +1.2M (+1,071.8%) 30.78M +28.0M (+1,007.5%) 1.32% +1.202 pp 0.02% +0.017 pp USD23.23 -0.7% 41 qtrs
20 CALLODINE CAPITAL MANAGEMENT, LP 1.31M +544.0K (+71.1%) 30.19M +11.5M (+61.7%) 1.28% +0.512 pp 2.42% +0.789 pp USD23.84 -3.3% 2 qtrs
21 BANK OF AMERICA CORP /DE/ 1.22M -183.6K (-13.1%) 28.14M -6.1M (-17.9%) 1.19% -0.212 pp 0.00% 0.000 pp USD25.98 -11.2% 41 qtrs
22 NORTHERN TRUST CORP 1.17M -61.5K (-5.0%) 26.93M -3.1M (-10.2%) 1.14% -0.089 pp 0.00% 0.000 pp USD24.13 -4.4% 41 qtrs
23 NUVEEN, LLC 1.14M +304.8K (+36.3%) 26.38M +5.9M (+28.8%) 1.11% +0.277 pp 0.01% +0.002 pp USD26.45 -12.8% 4 qtrs
24 TWO SIGMA INVESTMENTS, LP 1.08M +171.4K (+18.8%) 24.97M +2.7M (+12.3%) 1.05% +0.146 pp 0.04% +0.002 pp USD26.65 -13.5% 20 qtrs
25 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.06M -109.3K (-9.4%) 24.35M -4.1M (-14.4%) 0.99% -0.169 pp 0.07% -0.006 pp USD26.06 -11.5% 19 qtrs
26 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.04M -65.9K (-6.0%) 23.91M -3.0M (-11.1%) 1.02% -0.078 pp 0.01% -0.001 pp USD28.70 -19.7% 4 qtrs
27 BANK OF NEW YORK MELLON CORP 1.00M +131.0K (+15.1%) 23.09M +1.9M (+8.7%) 0.94% +0.074 pp 0.00% +0.000 pp USD23.56 -2.1% 41 qtrs
28 QUBE RESEARCH & TECHNOLOGIES LTD 989.5K +563.8K (+132.4%) 22.82M +12.4M (+119.7%) 0.96% +0.539 pp 0.02% +0.012 pp USD23.69 -2.7% 3 qtrs
29 MARSHALL WACE, LLP 963.2K +445.4K (+86.0%) 22.21M +9.6M (+75.8%) 0.94% +0.422 pp 0.02% +0.007 pp USD25.55 -9.7% 12 qtrs
30 ADAGE CAPITAL PARTNERS GP, L.L.C. 940.0K +240.0K (+34.3%) 21.68M +4.6M (+26.9%) 0.92% +0.217 pp 0.03% +0.006 pp USD26.57 -13.2% 4 qtrs
31 GOLDMAN SACHS GROUP INC 913.1K +19.5K (+2.2%) 21.06M -747.6K (-3.4%) 0.89% -0.002 pp 0.00% 0.000 pp USD26.70 -13.6% 41 qtrs
32 JPMORGAN CHASE & CO 902.6K +290.8K (+47.5%) 20.81M +5.9M (+39.4%) 0.89% +0.279 pp 0.00% +0.000 pp USD25.55 -9.7% 41 qtrs
33 MILLENNIUM MANAGEMENT LLC 744.8K +616.0K (+478.4%) 17.17M +14.0M (+446.6%) 0.73% +0.597 pp 0.01% +0.006 pp USD23.64 -2.5% 6 qtrs
34 LEGAL & GENERAL GROUP PLC 732.7K +129.6K (+21.5%) 16.90M +2.2M (+14.8%) 0.69% +0.088 pp 0.00% +0.000 pp USD24.72 -6.7% 41 qtrs
35 INVESCO LTD. 680.2K -9.0K (-1.3%) 15.69M -1.1M (-6.7%) 0.66% -0.025 pp 0.00% 0.000 pp USD26.72 -13.7% 41 qtrs
36 SOPHRON CAPITAL MANAGEMENT L.P. 673.3K +14.9K (+2.3%) 15.53M -539.7K (-3.4%) 0.66% -0.001 pp 4.99% +0.042 pp USD25.54 -9.7% 5 qtrs
37 DEUTSCHE BANK AG\ 665.6K -76.3K (-10.3%) 15.35M -2.8M (-15.2%) 0.66% -0.084 pp 0.01% -0.001 pp USD26.04 -11.4% 41 qtrs
38 WELLS FARGO & COMPANY/MN 484.2K -3.2K (-0.7%) 11.17M -727.2K (-6.1%) 0.47% -0.015 pp 0.00% 0.000 pp USD24.43 -5.6% 41 qtrs
39 VOLORIDGE INVESTMENT MANAGEMENT, LLC 477.7K +72.6K (+17.9%) 11.02M +1.1M (+11.5%) 0.47% +0.061 pp 0.04% +0.006 pp USD26.96 -14.5% 11 qtrs
40 ARGOSY-LIONBRIDGE MANAGEMENT, LLC 476.3K +476.3K (+100.0%) 10.99M +11.0M (+100.0%) 0.46% +0.464 pp 6.94% +6.942 pp USD23.06 +0.0% 1 qtrs NEW
41 BALYASNY ASSET MANAGEMENT L.P. 381.4K -1.0M (-73.1%) 8.79M -25.8M (-74.6%) 0.37% -1.044 pp 0.01% -0.033 pp USD27.87 -17.3% 5 qtrs
42 PUBLIC SECTOR PENSION INVESTMENT BOARD 367.2K -40.3K (-9.9%) 8.47M -1.5M (-14.8%) 0.36% -0.049 pp 0.03% -0.008 pp USD26.40 -12.7% 41 qtrs
43 ENVESTNET ASSET MANAGEMENT INC 341.4K -103.9K (-23.3%) 7.87M -3.0M (-27.5%) 0.33% -0.112 pp 0.00% -0.001 pp USD25.72 -10.3% 37 qtrs
44 MANNING & NAPIER ADVISORS LLC 322.8K +22.8K (+7.6%) 7.44M +124.9K (+1.7%) 0.32% +0.019 pp 0.10% +0.003 pp USD24.31 -5.1% 2 qtrs
45 B&I CAPITAL AG 321.8K +53.0K (+19.7%) 7.42M +862.0K (+13.1%) 0.32% +0.049 pp 2.64% +0.369 pp USD25.46 -9.4% 11 qtrs
46 ALGERT GLOBAL LLC 314.0K +314.0K (+100.0%) 7.24M +7.2M (+100.0%) 0.31% +0.306 pp 0.11% +0.113 pp USD23.06 +0.0% 1 qtrs NEW
47 RHUMBLINE ADVISERS 307.9K -8.4K (-2.6%) 7.10M -616.6K (-8.0%) 0.30% -0.016 pp 0.01% -0.001 pp USD24.97 -7.6% 41 qtrs
48 AMERIPRISE FINANCIAL INC 304.9K -12.9K (-4.1%) 7.03M -723.4K (-9.3%) 0.30% -0.020 pp 0.00% 0.000 pp USD24.44 -5.6% 41 qtrs
49 PROSHARE ADVISORS LLC 277.2K +20.1K (+7.8%) 6.39M +120.2K (+1.9%) 0.27% +0.017 pp 0.01% -0.002 pp USD26.52 -13.0% 41 qtrs
50 RAYMOND JAMES FINANCIAL INC 273.2K -50.7K (-15.7%) 6.30M -1.6M (-20.3%) 0.27% -0.057 pp 0.00% -0.001 pp USD27.14 -15.0% 5 qtrs
51 ASSET MANAGEMENT ONE CO., LTD. 267.6K -13.5K (-4.8%) 6.28M -576.1K (-8.4%) 0.26% -0.017 pp 0.02% -0.002 pp USD25.81 -10.7% 41 qtrs
52 GREAT WEST LIFE ASSURANCE CO /CAN/ 272.5K +26.2K (+10.7%) 6.28M +282.0K (+4.7%) 0.27% +0.020 pp 0.01% +0.002 pp USD24.59 -6.2% 41 qtrs
53 CRAWFORD INVESTMENT COUNSEL INC 265.5K +9.9K (+3.9%) 6.12M -113.5K (-1.8%) 0.26% +0.004 pp 0.10% -0.001 pp USD27.06 -14.8% 25 qtrs
54 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 264.5K +14.6K (+5.8%) 6.10M +1.3K (+0.0%) 0.26% +0.008 pp 0.02% 0.000 pp USD25.74 -10.4% 23 qtrs
55 AQR CAPITAL MANAGEMENT LLC 252.7K +123.5K (+95.6%) 5.83M +2.7M (+84.9%) 0.25% +0.117 pp 0.00% +0.001 pp USD24.22 -4.8% 21 qtrs
56 SWISS NATIONAL BANK 205.9K +11.2K (+5.8%) 4.75M -2.6K (-0.1%) 0.19% 0.000 pp 0.00% +0.000 pp USD23.87 -3.4% 41 qtrs
57 BARCLAYS PLC 191.6K +35.6K (+22.8%) 4.42M -153.6K (-3.4%) 0.19% +0.031 pp 0.00% 0.000 pp USD26.69 -13.6% 41 qtrs
58 HSBC HOLDINGS PLC 190.4K -1.6K (-0.8%) 4.39M -286.9K (-6.1%) 0.19% -0.006 pp 0.00% 0.000 pp USD27.43 -15.9% 41 qtrs
59 SCHONFELD STRATEGIC ADVISORS LLC 188.2K -492.0K (-72.3%) 4.34M -12.3M (-73.8%) 0.18% -0.495 pp 0.02% -0.075 pp USD28.14 -18.1% 6 qtrs
60 ZIMMER PARTNERS, LP 185.1K +10.0K (+5.7%) 4.27M -4.0K (-0.1%) 0.18% +0.006 pp 0.11% +0.020 pp USD26.90 -14.3% 5 qtrs
61 UBS GROUP AG 179.9K +49.1K (+37.5%) 4.15M +956.0K (+29.9%) 0.18% +0.045 pp 0.00% +0.000 pp USD26.79 -13.9% 41 qtrs
62 FIRST TRUST ADVISORS LP 179.6K +18.0K (+11.1%) 4.14M +197.8K (+5.0%) 0.17% +0.014 pp 0.00% +0.000 pp USD26.58 -13.2% 41 qtrs
63 APTUS CAPITAL ADVISORS, LLC 175.4K +981.0 (+0.6%) 4.04M -211.0K (-5.0%) 0.17% -0.003 pp 0.03% -0.002 pp USD26.64 -13.4% 20 qtrs
64 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 163.2K +— (+0.0%) 3.76M -219.0K (-5.5%) 0.16% -0.002 pp 0.01% -0.001 pp USD21.72 +6.2% 41 qtrs
65 NOMURA ASSET MANAGEMENT CO LTD 156.5K +4.6K (+3.0%) 3.61M -97.4K (-2.6%) 0.15% -0.004 pp 0.01% -0.001 pp USD24.98 -7.7% 41 qtrs
66 TUDOR INVESTMENT CORP ET AL 154.5K +123.5K (+398.5%) 3.56M +2.8M (+371.1%) 0.15% +0.120 pp 0.01% +0.005 pp USD23.78 -3.0% 3 qtrs
67 LIGHTHOUSE INVESTMENT PARTNERS, LLC 150.0K +150.0K (+100.0%) 3.46M +3.5M (+100.0%) 0.15% +0.146 pp 0.10% +0.104 pp USD23.06 +0.0% 1 qtrs NEW
68 EXCHANGE TRADED CONCEPTS, LLC 149.6K +7.9K (+5.6%) 3.45M -7.0K (-0.2%) 0.15% +0.006 pp 0.03% -0.003 pp USD26.84 -14.1% 25 qtrs
69 Y-INTERCEPT (HONG KONG) LTD 148.5K -23.6K (-13.7%) 3.42M -776.0K (-18.5%) 0.14% -0.032 pp 0.08% -0.024 pp USD27.01 -14.6% 4 qtrs
70 CITIGROUP INC 137.6K +45.1K (+48.8%) 3.17M +916.9K (+40.6%) 0.13% +0.042 pp 0.00% +0.000 pp USD25.20 -8.5% 41 qtrs
71 ALLIANCEBERNSTEIN L.P. 137.0K +14.5K (+11.9%) 3.16M +170.8K (+5.7%) 0.13% +0.011 pp 0.00% +0.000 pp USD24.30 -5.1% 41 qtrs
72 EDGESTREAM PARTNERS, L.P. 133.6K -15.3K (-10.3%) 3.08M -552.6K (-15.2%) 0.13% -0.018 pp 0.09% -0.020 pp USD28.01 -17.7% 5 qtrs
73 RYE BROOK CAPITAL LLC 131.0K +7.9K (+6.4%) 3.02M +16.0K (+0.5%) 0.13% +0.006 pp 2.82% +1.260 pp USD24.82 -7.1% 11 qtrs
74 POINT72 ASSET MANAGEMENT, L.P. 127.7K +127.7K (+100.0%) 2.95M +2.9M (+100.0%) 0.12% +0.124 pp 0.00% +0.003 pp USD23.06 +0.0% 4 qtrs
75 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 118.7K -132.8K (-52.8%) 2.74M -3.4M (-55.4%) 0.11% -0.139 pp 0.01% -0.012 pp USD27.44 -16.0% 11 qtrs
76 STATE OF ALASKA, DEPARTMENT OF REVENUE 111.7K +5.3K (+5.0%) 2.57M -19.0K (-0.7%) 0.11% +0.004 pp 0.03% +0.001 pp USD24.80 -7.0% 38 qtrs
77 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 110.1K -11.9K (-9.7%) 2.54M -437.5K (-14.7%) 0.11% -0.013 pp 0.01% -0.001 pp USD26.40 -12.7% 40 qtrs
78 PRICE T ROWE ASSOCIATES INC /MD/ 101.8K +7.9K (+8.4%) 2.35M +56.0K (+2.4%) 0.10% +0.006 pp 0.00% +0.000 pp USD25.44 -9.4% 36 qtrs
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 98.9K +4.0K (+4.2%) 2.28M -35.4K (-1.5%) 0.10% +0.002 pp 0.00% 0.000 pp USD23.45 -1.7% 41 qtrs
80 PRUDENTIAL FINANCIAL INC 97.4K -6.5K (-6.2%) 2.25M -288.8K (-11.4%) 0.09% -0.009 pp 0.00% 0.000 pp USD28.42 -18.9% 21 qtrs
81 JENNISON ASSOCIATES LLC 92.5K +5.5K (+6.3%) 2.13M +10.3K (+0.5%) 0.09% +0.004 pp 0.00% +0.000 pp USD25.68 -10.2% 4 qtrs
82 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 90.2K +6.2K (+7.4%) 2.08M +31.1K (+1.5%) 0.09% +0.005 pp 0.00% +0.000 pp USD28.24 -18.3% 4 qtrs
83 STATE OF NEW JERSEY COMMON PENSION FUND D 89.6K +7.1K (+8.6%) 2.07M +53.2K (+2.6%) 0.09% +0.006 pp 0.01% +0.000 pp USD26.42 -12.7% 26 qtrs
84 BRIDGEWAY CAPITAL MANAGEMENT, LLC 89.0K -80.9K (-47.6%) 2.05M -2.1M (-50.5%) 0.09% -0.083 pp 0.04% -0.045 pp USD24.49 -5.8% 14 qtrs
85 THRIVENT FINANCIAL FOR LUTHERANS 88.7K +11.8K (+15.4%) 2.05M +170.0K (+9.1%) 0.09% +0.011 pp 0.00% 0.000 pp USD25.34 -9.0% 41 qtrs
86 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 83.4K +2.9K (+3.6%) 1.94M -26.7K (-1.4%) 0.08% +0.002 pp 0.00% 0.000 pp USD25.25 -8.7% 41 qtrs
87 QUANTINNO CAPITAL MANAGEMENT LP 73.8K +41.8K (+131.0%) 1.70M +922.0K (+118.3%) 0.07% +0.040 pp 0.00% +0.001 pp USD23.95 -3.7% 7 qtrs
88 VIDENT ADVISORY, LLC 72.3K -15.8K (-17.9%) 1.67M -482.8K (-22.4%) 0.07% -0.018 pp 0.02% -0.005 pp USD23.85 -3.3% 10 qtrs
89 HEITMAN REAL ESTATE SECURITIES LLC 72.1K +196.0 (+0.3%) 1.66M -91.8K (-5.2%) 0.07% -0.002 pp 0.12% -0.003 pp USD24.40 -5.5% 2 qtrs
90 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 70.9K +70.9K (+100.0%) 1.63M +1.6M (+100.0%) 0.07% +0.069 pp 0.00% +0.003 pp USD23.06 +0.0% 1 qtrs NEW
91 LAZARD ASSET MANAGEMENT LLC 61.6K +2.3K (+3.8%) 1.42M -27.5K (-1.9%) 0.06% +0.001 pp 0.00% +0.001 pp USD26.73 -13.7% 10 qtrs
92 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 60.5K +1.5K (+2.6%) 1.40M -43.7K (-3.0%) 0.06% +0.001 pp 0.01% 0.000 pp USD25.85 -10.8% 31 qtrs
93 METLIFE INVESTMENT MANAGEMENT, LLC 60.5K -2.0K (-3.2%) 1.39M -130.4K (-8.5%) 0.06% -0.003 pp 0.01% -0.001 pp USD25.97 -11.2% 33 qtrs
94 ILLINOIS MUNICIPAL RETIREMENT FUND 58.3K +6.1K (+11.7%) 1.34M +71.3K (+5.6%) 0.05% +0.003 pp 0.02% +0.001 pp USD23.02 +0.2% 10 qtrs
95 MACQUARIE GROUP LTD 55.1K -2.0M (-97.3%) 1.27M -48.7M (-97.5%) 0.05% -1.989 pp 0.01% -0.053 pp USD25.38 -9.1% 41 qtrs
96 AMUNDI 53.8K +2.7K (+5.2%) 1.24M +21.8K (+1.8%) 0.05% +0.001 pp 0.00% 0.000 pp USD26.61 -13.3% 19 qtrs
97 NEW AGE ALPHA ADVISORS, LLC 53.8K -36.2K (-40.2%) 1.24M -954.7K (-43.5%) 0.05% -0.039 pp 0.05% -0.039 pp USD26.91 -14.3% 5 qtrs
98 INTECH INVESTMENT MANAGEMENT LLC 52.8K -6.0K (-10.2%) 1.22M -217.7K (-15.2%) 0.05% -0.009 pp 0.01% -0.002 pp USD27.88 -17.3% 6 qtrs
99 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 49.2K +2.8K (+6.1%) 1.13M +3.2K (+0.3%) 0.05% +0.002 pp 0.00% 0.000 pp USD25.11 -8.2% 7 qtrs
100 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 48.6K +600.0 (+1.3%) 1.12M -50.5K (-4.3%) 0.05% +0.000 pp 0.02% 0.000 pp USD24.69 -6.6% 41 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
15
Sells
0
Shares acquired
7.4K
Shares disposed
Cash buys
Cash sales
Net activity
+7,427
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 Wernig Patrick L. Officer J-Other A Common Stock 388 0.00 148,293 D
2026-04-15 Tennican Elizabeth Director J-Other A Common Stock 409 0.00 28,404 D
2026-04-15 Stewart Niccole Officer J-Other A Common Stock 112 0.00 22,680 D
2026-04-15 Steele Toni S Director J-Other A Common Stock 331 0.00 25,674 D
2026-04-15 Ogilvie Marran H. Director J-Other A Common Stock 765 0.00 60,289 D
2026-04-15 Lenehan William H Director / Officer J-Other A Common Stock 1,868 0.00 771,735 D
2026-04-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 245 0.00 17,027 D
2026-04-15 Jemley Charles Director J-Other A Common Stock 592 0.00 42,346 D
2026-04-15 HANSEN DOUGLAS B Director J-Other A Common Stock 104 0.00 78,454 D
2026-04-15 Friedland Michael Lawrence Director J-Other A Common Stock 14 0.00 973 D
2026-04-15 Brat James L Officer J-Other A Common Stock 436 0.00 136,767 D
2026-04-01 Friedland Michael Lawrence 0 0.00 0
2026-03-13 Stewart Niccole Officer S-Sale D Common Stock 2,427 25.97 63.0K 22,568 D
2026-03-11 Lenehan William H Director / Officer P-Purchase A Common Stock 3,924 25.45 99.8K 769,769 D
2026-03-06 Lenehan William H Director / Officer P-Purchase A Common Stock 7,865 25.49 200.5K 765,845 D
2026-02-18 Lenehan William H Director / Officer P-Purchase A Common Stock 10,080 24.73 249.3K 757,980 D
2026-02-17 Steele Toni S Director S-Sale D Common Stock 815 24.49 20.0K 25,343 D
2026-01-26 Wernig Patrick L. Officer A-Award A Common Stock 14,814 0.00 147,043 D
2026-01-26 Stewart Niccole Officer A-Award A Common Stock 3,917 0.00 24,995 D
2026-01-26 Lenehan William H Director / Officer A-Award A Common Stock 65,532 0.00 747,900 D
2026-01-26 Brat James L Officer A-Award A Common Stock 15,964 0.00 136,087 D
2026-01-22 Wernig Patrick L. Officer F-InKind D Common Stock 6,981 24.28 169.5K 132,229 D
2026-01-22 Stewart Niccole Officer F-InKind D Common Stock 8,168 24.28 198.3K 21,078 D
2026-01-22 Lenehan William H Director / Officer F-InKind D Common Stock 43,235 24.28 1.05M 675,696 D
2026-01-22 Brat James L Officer A-Award A Common Stock 3,263 0.00 128,970 D
2026-01-15 Wernig Patrick L. Officer J-Other A Common Stock 854 0.00 135,619 D
2026-01-15 Tennican Elizabeth Director J-Other A Common Stock 406 0.00 27,995 D
2026-01-15 Stewart Niccole Officer J-Other A Common Stock 171 0.00 27,945 D
2026-01-15 Steele Toni S Director J-Other A Common Stock 329 0.00 26,158 D
2026-01-15 Ogilvie Marran H. Director J-Other A Common Stock 759 0.00 59,524 D
2026-01-15 Lenehan William H Director / Officer J-Other A Common Stock 1,805 0.00 702,143 D
2026-01-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 243 0.00 16,782 D
2026-01-15 Jemley Charles Director J-Other A Common Stock 586 0.00 41,754 D
2026-01-15 HANSEN DOUGLAS B Director J-Other A Common Stock 103 0.00 78,350 D
2026-01-15 Brat James L Officer J-Other A Common Stock 242 0.00 125,311 D
2025-11-03 Steele Toni S Director S-Sale D Common Stock 838 23.90 20.0K 25,829 D
2025-10-31 HANSEN DOUGLAS B Director P-Purchase A Common Stock 1,984 23.64 46.9K 78,247 D
2025-10-15 Wernig Patrick L. Officer J-Other A Common Stock 834 0.00 134,461 D
2025-10-15 Tennican Elizabeth Director J-Other A Common Stock 396 0.00 27,589 D
2025-10-15 Stewart Niccole Officer J-Other A Common Stock 167 0.00 27,669 D
2025-10-15 Steele Toni S Director J-Other A Common Stock 321 0.00 26,667 D
2025-10-15 Ogilvie Marran H. Director J-Other A Common Stock 741 0.00 58,765 D
2025-10-15 Lenehan William H Director / Officer J-Other A Common Stock 1,763 0.00 700,263 D
2025-10-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 237 0.00 16,539 D
2025-10-15 Jemley Charles Director J-Other A Common Stock 572 0.00 41,168 D
2025-10-15 HANSEN DOUGLAS B Director J-Other A Common Stock 101 0.00 76,263 D
2025-10-15 Brat James L Officer J-Other A Common Stock 386 0.00 125,069 D
2025-09-16 Stewart Niccole Officer S-Sale D Common Stock 3,950 25.30 99.9K 27,502 D
2025-09-12 Lenehan William H Director / Officer P-Purchase A Common Stock 7,850 25.40 199.4K 698,426 D
2025-08-04 Steele Toni S Director S-Sale D Common Stock 778 25.71 20.0K 26,346 D
2025-07-15 Wernig Patrick L. Officer J-Other A Common Stock 764 0.00 133,348 D
2025-07-15 Tennican Elizabeth Director J-Other A Common Stock 363 0.00 27,193 D
2025-07-15 Stewart Niccole Officer J-Other A Common Stock 152 0.00 31,356 D
2025-07-15 Steele Toni S Director J-Other A Common Stock 294 0.00 27,124 D
2025-07-15 Ogilvie Marran H. Director J-Other A Common Stock 678 0.00 58,024 D
2025-07-15 Lenehan William H Director / Officer J-Other A Common Stock 67 0.00 688,962 D
2025-07-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 218 0.00 16,302 D
2025-07-15 Jemley Charles Director J-Other A Common Stock 524 0.00 40,596 D
2025-07-15 HANSEN DOUGLAS B Director J-Other A Common Stock 92 0.00 76,162 D
2025-07-15 Brat James L Officer J-Other A Common Stock 216 0.00 124,093 D
2025-06-09 MOODY JOHN S Director S-Sale D Common Stock 7,667 27.42 210.2K 53,821 D
2025-06-05 Tennican Elizabeth Director A-Award A Common Stock 4,601 0.00 26,830 D
2025-06-05 Steele Toni S Director A-Award A Common Stock 4,601 0.00 26,830 D
2025-06-05 Ogilvie Marran H. Director A-Award A Common Stock 4,601 0.00 57,346 D
2025-06-05 Jesuele Barbara Angelica Faylona Director A-Award A Common Stock 4,601 0.00 16,084 D
2025-06-05 Jemley Charles Director A-Award A Common Stock 4,601 0.00 40,072 D
2025-06-05 HANSEN DOUGLAS B Director A-Award A Common Stock 6,809 0.00 76,070 D
2025-04-15 Wernig Patrick L. Officer J-Other A Common Stock 714 0.00 132,324 D
2025-04-15 Tennican Elizabeth Director J-Other A Common Stock 281 0.00 22,229 D
2025-04-15 Stewart Niccole Officer J-Other A Common Stock 143 0.00 40,214 D
2025-04-15 Steele Toni S Director J-Other A Common Stock 281 0.00 22,229 D
2025-04-15 Ogilvie Marran H. Director J-Other A Common Stock 576 0.00 52,745 D
2025-04-15 MOODY JOHN S Director J-Other A Common Stock 97 0.00 61,488 D
2025-04-15 Lenehan William H Director / Officer J-Other A Common Stock 1,508 0.00 688,895 D
2025-04-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 145 0.00 11,483 D
2025-04-15 Jemley Charles Director J-Other A Common Stock 432 0.00 35,471 D
2025-04-15 HANSEN DOUGLAS B Director J-Other A Common Stock 65 0.00 69,261 D
2025-04-15 Brat James L Officer J-Other A Common Stock 203 0.00 123,547 D
2025-01-22 Wernig Patrick L. Officer A-Award A Common Stock 5,349 0.00 135,715 D
2025-01-22 Stewart Niccole Officer A-Award A Common Stock 3,287 0.00 44,587 D
2025-01-22 Lenehan William H Director / Officer A-Award A Common Stock 56,340 0.00 686,304 D
2025-01-22 Brat James L Officer F-InKind D Common Stock 22,533 27.48 619.2K 123,344 D
2025-01-15 Wernig Patrick L. Officer J-Other A Common Stock 720 0.00 119,107 D
2025-01-15 Tennican Elizabeth Director J-Other A Common Stock 283 0.00 21,948 D
2025-01-15 Stewart Niccole Officer J-Other A Common Stock 143 0.00 35,831 D
2025-01-15 Steele Toni S Director J-Other A Common Stock 283 0.00 21,948 D
2025-01-15 Ogilvie Marran H. Director J-Other A Common Stock 581 0.00 52,169 D
2025-01-15 MOODY JOHN S Director J-Other A Common Stock 98 0.00 61,391 D
2025-01-15 Lenehan William H Director / Officer J-Other A Common Stock 56 0.00 623,489 D
2025-01-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 146 0.00 11,338 D
2025-01-15 Jemley Charles Director J-Other A Common Stock 435 0.00 35,039 D
2025-01-15 HANSEN DOUGLAS B Director J-Other A Common Stock 65 0.00 69,196 D
2025-01-15 Brat James L Officer J-Other A Common Stock 436 0.00 118,623 D
2024-10-15 Wernig Patrick L. Officer J-Other A Common Stock 642 0.00 118,190 D
2024-10-15 Tennican Elizabeth Director J-Other A Common Stock 253 0.00 21,665 D
2024-10-15 Stewart Niccole Officer J-Other A Common Stock 128 0.00 35,603 D
2024-10-15 Steele Toni S Director J-Other A Common Stock 253 0.00 21,665 D
2024-10-15 Ogilvie Marran H. Director J-Other A Common Stock 518 0.00 51,588 D
2024-10-15 MOODY JOHN S Director J-Other A Common Stock 87 0.00 61,293 D
2024-10-15 Lenehan William H Director / Officer J-Other A Common Stock 50 0.00 622,042 D
2024-10-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 131 0.00 11,192 D
2024-10-15 Jemley Charles Director J-Other A Common Stock 388 0.00 34,604 D
2024-10-15 HANSEN DOUGLAS B Director J-Other A Common Stock 59 0.00 69,131 D
2024-10-15 Brat James L Officer J-Other A Common Stock 389 0.00 117,902 D
2024-07-15 Wernig Patrick L. Officer J-Other A Common Stock 712 0.00 117,330
2024-07-15 Tennican Elizabeth Director J-Other A Common Stock 280 0.00 21,412
2024-07-15 Stewart Niccole Officer J-Other A Common Stock 94 0.00 35,475
2024-07-15 Steele Toni S Director J-Other A Common Stock 280 0.00 21,412
2024-07-15 Ogilvie Marran H. Director J-Other A Common Stock 574 0.00 51,070
2024-07-15 MOODY JOHN S Director J-Other A Common Stock 98 0.00 61,206
2024-07-15 Lenehan William H Director / Officer J-Other A Common Stock 56 0.00 620,450
2024-07-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 145 0.00 11,061
2024-07-15 Jemley Charles Director J-Other A Common Stock 429 0.00 34,216
2024-07-15 HANSEN DOUGLAS B Director J-Other A Common Stock 65 0.00 69,072
2024-07-15 Brat James L Officer J-Other A Common Stock 431 0.00 117,197
2024-06-12 MOODY JOHN S Director S-Sale D Common Stock 7,230 24.56 177.6K 61,108
2024-06-10 Lenehan William H Director / Officer P-Purchase A Common Stock 6,230 24.05 149.8K 620,394
2024-06-06 Tennican Elizabeth Director A-Award A Common Stock 4,859 0.00 21,132
2024-06-06 Steele Toni S Director A-Award A Common Stock 4,859 0.00 21,132
2024-06-06 Ogilvie Marran H. Director A-Award A Common Stock 4,859 0.00 50,496
2024-06-06 MOODY JOHN S Director J-Other A Common Stock 7,288 0.00 68,338
2024-06-06 Jesuele Barbara Angelica Faylona Director A-Award A Common Stock 4,859 0.00 10,916
2024-06-06 Jemley Charles Director A-Award A Common Stock 4,859 0.00 33,787
2024-06-06 HANSEN DOUGLAS B Director A-Award A Common Stock 4,859 0.00 69,007
2024-05-03 Wernig Patrick L. Officer D Common Stock 0 0.00 116,618
2024-04-15 Tennican Elizabeth Director J-Other A Common Stock 238 0.00 16,273
2024-04-15 Stewart Niccole Officer J-Other A Common Stock 156 0.00 35,134
2024-04-15 Steele Toni S Director J-Other A Common Stock 238 0.00 16,273
2024-04-15 Ogilvie Marran H. Director J-Other A Common Stock 562 0.00 45,637
2024-04-15 Morgan Gerald R Officer J-Other A Common Stock 367 0.00 150,553
2024-04-15 MOODY JOHN S Director J-Other A Common Stock 106 0.00 61,050
2024-04-15 Lenehan William H Director / Officer J-Other A Common Stock 61 0.00 612,463
2024-04-15 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 89 0.00 6,057
2024-04-15 Jemley Charles Director J-Other A Common Stock 404 0.00 28,928
2024-04-15 HANSEN DOUGLAS B Director J-Other A Common Stock 70 0.00 64,148
2024-04-15 Brat James L Officer J-Other A Common Stock 475 0.00 116,418
2024-01-23 Stewart Niccole Officer F-InKind D Common Stock 1,508 24.09 36.3K 34,978
2024-01-23 Morgan Gerald R Officer F-InKind D Common Stock 6,938 24.09 167.1K 150,186
2024-01-23 Lenehan William H Director / Officer F-InKind D Common Stock 25,245 24.09 608.2K 612,402
2024-01-23 Brat James L Officer F-InKind D Common Stock 4,914 24.09 118.4K 115,943
2024-01-19 Stewart Niccole Officer A-Award A Common Stock 3,620 0.00 36,486
2024-01-19 Morgan Gerald R Officer A-Award A Common Stock 10,227 0.00 157,124
2024-01-19 Lenehan William H Director / Officer A-Award A Common Stock 60,551 0.00 634,533
2024-01-19 Brat James L Officer A-Award A Common Stock 12,644 0.00 120,857
2024-01-12 Tennican Elizabeth Director J-Other A Common Stock 217 0.00 16,035
2024-01-12 Stewart Niccole Officer J-Other A Common Stock 142 0.00 32,778
2024-01-12 Steele Toni S Director J-Other A Common Stock 217 0.00 16,035
2024-01-12 Ogilvie Marran H. Director J-Other A Common Stock 512 0.00 45,075
2024-01-12 Morgan Gerald R Officer J-Other A Common Stock 372 0.00 146,897
2024-01-12 MOODY JOHN S Director J-Other A Common Stock 96 0.00 60,944
2024-01-12 Lenehan William H Director / Officer J-Other A Common Stock 41 0.00 568,484
2024-01-12 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 81 0.00 5,968
2024-01-12 Jemley Charles Director J-Other A Common Stock 368 0.00 28,524
2024-01-12 HANSEN DOUGLAS B Director J-Other A Common Stock 67 0.00 64,078
2024-01-12 Brat James L Officer J-Other A Common Stock 433 0.00 107,944
2023-11-07 HANSEN DOUGLAS B Director P-Purchase A Common Stock 2,300 21.74 50.0K 2,300
2023-11-06 Lenehan William H Director / Officer P-Purchase A Common Stock 9,000 22.05 198.5K 568,443
2023-10-13 Tennican Elizabeth Director J-Other A Common Stock 246 0.00 15,818
2023-10-13 Stewart Niccole Officer J-Other A Common Stock 161 0.00 32,536
2023-10-13 Steele Toni S Director J-Other A Common Stock 246 0.00 15,818
2023-10-13 Ogilvie Marran H. Director J-Other A Common Stock 580 0.00 44,563
2023-10-13 Morgan Gerald R Officer J-Other A Common Stock 422 0.00 146,525
2023-10-13 MOODY JOHN S Director J-Other A Common Stock 109 0.00 60,848
2023-10-13 Lenehan William H Director / Officer J-Other A Common Stock 46 0.00 557,898
2023-10-13 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 91 0.00 5,887
2023-10-13 Jemley Charles Director J-Other A Common Stock 417 0.00 28,156
2023-10-13 HANSEN DOUGLAS B Director J-Other A Common Stock 73 0.00 59,061
2023-10-13 Brat James L Officer J-Other A Common Stock 490 0.00 107,206
2023-07-14 Tennican Elizabeth Director J-Other A Common Stock 201 0.00 15,572
2023-07-14 Stewart Niccole Officer J-Other A Common Stock 132 0.00 32,294
2023-07-14 Steele Toni S Director J-Other A Common Stock 201 0.00 15,572
2023-07-14 Ogilvie Marran H. Director J-Other A Common Stock 476 0.00 43,983
2023-07-14 Morgan Gerald R Officer J-Other A Common Stock 346 0.00 146,103
2023-07-14 MOODY JOHN S Director J-Other A Common Stock 89 0.00 60,739
2023-07-14 Lenehan William H Director / Officer J-Other A Common Stock 38 0.00 556,587
2023-07-14 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 75 0.00 5,796
2023-07-14 Jemley Charles Director J-Other A Common Stock 341 0.00 27,739
2023-07-14 HANSEN DOUGLAS B Director J-Other A Common Stock 60 0.00 58,988
2023-07-14 Brat James L Officer J-Other A Common Stock 402 0.00 106,466
2023-06-15 MOODY JOHN S Director S-Sale D Common Stock 7,200 26.25 189.0K 60,650
2023-06-08 Tennican Elizabeth Director A-Award A Common Stock 4,553 0.00 15,371
2023-06-08 Steele Toni S Director A-Award A Common Stock 4,553 0.00 15,371
2023-06-08 Ogilvie Marran H. Director A-Award A Common Stock 4,553 0.00 43,507
2023-06-08 MOODY JOHN S Director A-Award A Common Stock 6,829 0.00 67,850
2023-06-08 Jesuele Barbara Angelica Faylona Director A-Award A Common Stock 4,553 0.00 5,721
2023-06-08 Jemley Charles Director A-Award A Common Stock 4,553 0.00 27,398
2023-06-08 HANSEN DOUGLAS B Director A-Award A Common Stock 4,552 0.00 58,928
2023-06-07 HANSEN DOUGLAS B Director P-Purchase A Common Stock 9,425 26.53 250.0K 54,376
2023-06-06 Lenehan William H Director / Officer P-Purchase A Common Stock 7,600 26.06 198.1K 556,549
2023-04-14 Tennican Elizabeth Director J-Other A Common Stock 141 0.00 10,818
2023-04-14 Stewart Niccole Officer J-Other A Common Stock 81 0.00 32,162
2023-04-14 Steele Toni S Director J-Other A Common Stock 141 0.00 10,818
2023-04-14 Ogilvie Marran H. Director J-Other A Common Stock 413 0.00 38,954
2023-04-14 Morgan Gerald R Officer J-Other A Common Stock 344 0.00 145,757
2023-04-14 MOODY JOHN S Director J-Other A Common Stock 92 0.00 61,021
2023-04-14 Lenehan William H Director / Officer J-Other A Common Stock 1,258 0.00 548,949
2023-04-14 Jesuele Barbara Angelica Faylona Director J-Other A Common Stock 15 0.00 1,168
2023-04-14 Jemley Charles Director J-Other A Common Stock 280 0.00 22,845
2023-04-14 HANSEN DOUGLAS B Director J-Other A Common Stock 62 0.00 44,951
2023-04-14 Brat James L Officer J-Other A Common Stock 248 0.00 106,064

Executive team

Top executives
EBIT / Employee
307.2K
Shares Outstanding
109.75M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 William H. Lenehan, President and Chief Executive Officer 724.6K 905.8K 3.71M 365.3K 5.70M 65.00%
2 2025 James L. Brat, Chief Operations Officer, Chief Legal Officer and Secretary 487.5K 316.9K 899.8K 190.1K 1.89M 47.50%
3 2025 Patrick L. Wernig, Chief Financial Officer and Treasurer 454.8K 318.4K 788.5K 55.1K 1.62M 48.77%
4 2024 William H. Lenehan, President and Chief Executive Officer 690.1K 862.6K 2.94M 121.2K 4.62M 63.74%
5 2024 Patrick L. Wernig, Chief Financial Officer and Treasurer 401.1K 294.0K 827.6K 25.6K 1.55M 53.45%
6 2024 Patrick L. Wernig, Chief Financial Officer 401.1K 294.0K 827.6K 25.6K 1.55M 53.45%
7 2024 James L. Brat, Chief Operations Officer, Chief Legal Officer and Secretary 448.1K 291.2K 614.5K 33.5K 1.39M 44.30%
8 2024 James L. Brat, Chief Operations Officer, General Counsel and Secretary 448.1K 291.2K 614.5K 33.5K 1.39M 44.30%
9 2024 Gerald R. Morgan, Former Chief Financial Officer 167.8K 106.7K 246.9K 297.7K 819.1K 30.14%
10 2023 William H. Lenehan, President and Chief Executive Officer 670.0K 837.5K 3.58M 254.3K 5.34M 67.02%
11 2023 James L. Brat, Chief Operations Officer, Chief Legal Officer and Secretary 435.0K 282.8K 1.18M 57.5K 1.95M 60.30%
12 2023 James L. Brat, Chief Operations Officer, General Counsel and Secretary 435.0K 282.8K 1.18M 57.5K 1.95M 60.30%
13 2023 Gerald R. Morgan, Chief Financial Officer 477.8K 310.9K 951.9K 85.2K 1.83M 52.14%
14 2023 Gerald R. Morgan, Former Chief Financial Officer 477.8K 310.9K 951.9K 85.2K 1.83M 52.14%
15 2022 William H. Lenehan, President and Chief Executive Officer 661.8K 661.8K 2.22M 82.3K 3.63M 61.26%
16 2022 Gerald R. Morgan, Chief Financial Officer 455.0K 296.1K 691.3K 32.9K 1.48M 46.86%
17 2022 Gerald R. Morgan, Former Chief Financial Officer 455.0K 296.1K 691.3K 32.9K 1.48M 46.86%
18 2022 James L. Brat, Chief Operations Officer, General Counsel and Secretary 430.1K 222.5K 443.9K 24.5K 1.12M 39.60%
19 2021 William H. Lenehan, President and Chief Executive Officer 630.3K 630.3K 1.11M 409.1K 2.78M 39.93%
20 2021 Gerald R. Morgan, Chief Financial Officer 433.4K 282.0K 277.1K 129.0K 1.12M 24.71%
21 2021 James L. Brat, Chief Operations Officer, General Counsel and Secretary 409.6K 211.9K 220.5K 78.4K 920.4K 23.96%
22 2021 James L. Brat, Chief Transaction Officer, General Counsel and Secretary 409.6K 211.9K 220.5K 11.6K 853.6K 25.84%
23 2020 William H. Lenehan, President and Chief Executive Officer 589.1K 471.2K 1.83M 385.5K 3.28M 55.89%
24 2020 William H. Lenehan, President and CEO 589.1K 471.2K 1.83M 11.4K 2.90M 63.09%
25 2020 James L. Brat, Chief Operations Officer, General Counsel and Secretary 382.8K 198.0K 747.4K 71.8K 1.40M 53.38%
26 2020 Gerald R. Morgan, Chief Financial Officer 420.8K 273.8K 559.3K 122.3K 1.38M 40.64%
27 2020 James L. Brat, Chief Transaction Officer, General Counsel and Secretary 382.8K 198.0K 747.4K 11.4K 1.34M 55.79%
28 2019 William H. Lenehan, President and CEO 577.5K 699.6K 577.5K 11.2K 1.87M 37.50%
29 2019 William H. Lenehan, President and Chief Executive Officer 577.5K 699.6K 577.5K 11.2K 1.87M 37.50%
30 2019 Gerald R. Morgan, Chief Financial Officer 412.5K 213.6K 268.4K 11.2K 905.7K 23.59%
31 2019 James L. Brat, Chief Transaction Officer, General Counsel and Secretary 348.0K 121.2K 198.0K 11.2K 678.4K 17.87%
32 2018 William H. Lenehan, President and CEO 525.0K 1.42M 761.3K 11.0K 2.72M 52.34%
33 2018 Gerald R. Morgan, Chief Financial Officer 375.0K 402.1K 353.8K 11.0K 1.14M 35.21%
34 2018 James L. Brat, General Counsel and Secretary 300.0K 1.00 4.00 5.00 800.2K 0.00%
35 2018 James L. Brat, Chief Transaction Officer, General Counsel and Secretary 300.0K 228.2K 261.0K 11.0K 800.2K 28.52%
36 2017 William H. Lenehan, President and CEO 500.0K 3.00 4.00 5.00 3.15M 0.00%
37 2017 Gerald R. Morgan, Chief Financial Officer 357.0K 3.00 4.00 5.00 1.26M 0.00%
38 2017 James L. Brat, Chief Transaction Officer, General Counsel and Secretary 288.8K 3.00 4.00 5.00 850.6K 0.00%
39 2017 James L. Brat, General Counsel and Secretary 288.8K 2.00 4.00 5.00 850.6K 0.00%
40 2016 William H. Lenehan, President and CEO 475.0K 3.00 4.00 5.00 2.76M 0.00%
41 2016 Gerald R. Morgan, Chief Financial Officer 340.0K 3.00 4.00 5.00 1.10M 0.00%
42 2016 James L. Brat, General Counsel and Secretary 275.0K 3.00 4.00 5.00 742.0K 0.00%
43 2015 William H. Lenehan, President and Chief Executive Officer 180.0K 650.0K 175.5K 1.01M 64.64%
44 2015 William H. Lenehan, President and CEO 180.0K 650.0K 175.5K 1.01M 64.64%
45 2015 Gerald R. Morgan, Chief Financial Officer 93.6K 185.0K 55.3K 20.0K 353.8K 52.28%
46 2015 James L. Brat, General Counsel and Secretary 40.8K 10.0K 100.0K 23.4K 5.0K 179.1K 55.82%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-16 DEFA14A
2026-04-16 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 SC 13G/A
2026-05-06 4
2026-05-01 424B5
2026-04-30 10-Q
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-29 8-K
2026-04-17 4
2026-04-17 4
2026-04-17 4

Executive team

NameTitleCompensationGender
William Howard Lenehan President, Chief Executive Officer & Director 2M male
James L. Brat COO, Chief Legal Officer & Secretary 994.5K male
Patrick L. Wernig Chief Financial Officer & Treasurer 828.3K male
Niccole Stewart Chief Accounting Officer female
Drake Nylund Manager of Corporate Finance male
Steen Lund Treasury & Tax Analyst male
Warren Smith Controller of Finance & Reporting male
Park Allen Vice President of People male
Joshua C. Zhang Director of Investments male
Kelly Egli Controller female
ESG Rating
B
REIT - RETAIL
2026
E (Environmental)
50.0 / 61.2
Company / Sector avg.
S (Social)
86.3 / 65.0
Company / Sector avg.
G (Governance)
63.0 / 68.1
Company / Sector avg.
ESG Total
66.4 / 64.7
Company / Sector avg.
ESG Score History REIT - RETAIL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-08-04 2025-09-15 Lisa McClain MI09 Spouse Sale $1,001 - $15,000
2025-07-16 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-06-11 2025-08-13 Lisa McClain MI09 Spouse Sale (Partial) $1,001 - $15,000
2025-06-09 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
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