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FrontView REIT, Inc. (FVR)

USD21.42 +0.24 (+1.13%)
US NYSE Real Estate REIT - Diversified
Address 3131 McKinney Avenue 75204
Dallas, TX, US
CEO Drew Ireland
IPO 2011-02-08
CIK 1988494 ISIN US35922N1000

Explore sections of this company profile

Description

FrontView REIT's core business revolves around property investment.

News Sentiment (7d)
80 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD21.42 +0.24 (+1.13%)
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Volume Profile
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Liquidity & share structure
Average Volume
144.8K
Beta
1.14
Float Shares
22.04M
Free Float %
98.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.11% +2.36% +10.38% +10.98% +33.55% +23.24% +51.58% -2.83% -2.83% -2.83% -2.83%
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 (5 ratings, all time) Buy
Price Targets & DCF
Current price
21.42
Low 14.00 -34.6%
Consensus 17.33 -19.1%
Median 18.00 -16.0%
High 20.00 -6.6%
DCF (Unlevered) 18.49 -13.7%
DCF (Levered) 18.92 -11.7%

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) 67% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 6 0
Hold 2 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
20.00
-6.6%
Last Quarter 1
20.00
-6.6%
Last Year 4
16.38
-23.5%
All Time 5
16.90
-21.1%
Quality scores
Altman Z-Score
0.77
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +12.0% Q1'26: +12.0% (vs Q1'25)
  • EPS growth
    +85.0% Q1'26: +96.3% (vs Q1'25)
  • FCF margin
    Q1'26: +39.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +25.8% (vs Q1'25)
  • ROIC
    Q1'26: +3.1% (vs Q1'25)
  • Share dilution
    +73.3% Q1'26: +28.8% (vs Q1'25)
  • Debt / EBITDA
    0.32× Q1'26: 0.29× (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 (1.35) × ERP
WACC = 97% × Ke + 3% × Kd (124.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 18.61 Current price: 21.42
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
2 EPS Ana.
Dec 2027
6 Rev. Ana.
2 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
Revenue
59.92M
est: 59.83M (+0.1%)
67.12M
est: 67.52M (-0.6%)
72.44M
71.44M – 73.87M
+7.3% YoY
77.91M
76.64M – 80.31M
+7.5% YoY
81.72M
80.53M – 82.91M
+4.9% YoY
72.92M
67.99M – 76.38M
-10.8% YoY
73.63M
68.65M – 77.13M
+1.0% YoY
EBITDA
23.21M
est: 38.49M (-39.7%)
45.91M
est: 43.44M (+5.7%)
46.61M
45.96M – 47.53M
+7.3% YoY
50.12M
49.30M – 51.66M
+7.5% YoY
52.57M
51.81M – 53.34M
+4.9% YoY
46.91M
43.74M – 49.14M
-10.8% YoY
47.37M
44.17M – 49.62M
+1.0% YoY
EBIT
-7.28M
est: 6.48M (-212.4%)
12.80M
est: 7.31M (+75.1%)
7.84M
7.74M – 8.00M
+7.3% YoY
8.44M
8.30M – 8.70M
+7.5% YoY
8.85M
8.72M – 8.98M
+4.9% YoY
7.90M
7.36M – 8.27M
-10.8% YoY
7.97M
7.43M – 8.35M
+1.0% YoY
Net Income
-22.21M
est: -14.15M (-56.9%)
-3.83M
est: -617.9K (-519.7%)
-3.21M
-3.23M – -3.19M
-419.6% YoY
-3.01M
-3.06M – -2.95M
+6.3% YoY
-2.28M
-2.45M – -2.10M
+24.3% YoY
1.95M
1.78M – 2.07M
+185.6% YoY
— – —
-100.0% YoY
SGA
4.91M
est: 6.06M (-19.0%)
12.94M
est: 6.84M (+89.1%)
7.34M
7.24M – 7.48M
+7.3% YoY
7.89M
7.76M – 8.14M
+7.5% YoY
8.28M
8.16M – 8.40M
+4.9% YoY
7.39M
6.89M – 7.74M
-10.8% YoY
7.46M
6.95M – 7.81M
+1.0% YoY
EPS
-1.47
est: -0.54 (-172.6%)
-0.19
est: -0.02 (-744.9%)
-0.12
-0.12 – -0.11
-412.8% YoY
-0.11
-0.11 – -0.11
+6.0% YoY
-0.08
-0.09 – -0.08
+23.6% YoY
0.07
0.06 – 0.07
+184.5% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 B- 3/5 4/5 1/5 1/5 4/5 1/5 4/5
2026-05-05 B- 3/5 4/5 1/5 1/5 4/5 1/5 4/5
2026-05-04 B- 3/5 4/5 1/5 1/5 4/5 1/5 4/5
2026-05-01 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-30 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-29 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-24 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-15 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
49.07M
OE per share TTM
1.79
Owner's Yield
12.59%
Maintenance CapEx ratio
716.11%
Maint CapEx / Avg PPE
177.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
22
Total invested
7.79M
Insider transactions (90d)
0
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Abigail P. Johnson 2.12M 14.15% 2.12M IN Delaware 2024-11-07
2 FMR LLC 2.12M 14.15% 2.08M 2.12M HC Delaware 2024-11-07
3 Israel A. Englander 847.4K 5.70% 847.4K 847.4K IN Delaware 2024-10-10
4 Millennium Group Management LLC 847.4K 5.70% 847.4K 847.4K OO Delaware 2024-10-10
5 Millennium Management LLC 847.4K 5.70% 847.4K 847.4K OO Delaware 2024-10-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
22
-80 vs prev Q
New positions
2
Closed positions
82
Increased
7
Reduced
7
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 FMR LLC 3.25M +179.2K (+5.8%) 47.94M +5.9M (+13.9%) 17.03% +0.196 pp 0.00% +0.000 pp USD16.76 -11.9% 5 qtrs
2 BLACKROCK, INC. 2.58M +53.3K (+2.1%) 38.07M +3.4M (+9.9%) 13.53% -0.333 pp 0.00% +0.000 pp USD15.06 -2.0% 5 qtrs
3 VANGUARD GROUP INC 1.13M +88.6K (+8.5%) 16.66M +2.4M (+16.8%) 5.92% +0.212 pp 0.00% +0.000 pp USD16.79 -12.1% 5 qtrs
4 ZIMMER PARTNERS, LP 920.5K -197.9K (-17.7%) 13.59M -1.7M (-11.4%) 4.83% -1.309 pp 0.36% +0.027 pp USD18.13 -18.6% 5 qtrs
5 CI PRIVATE WEALTH, LLC 760.9K +592.9K (+353.1%) 11.23M +8.9M (+387.8%) 3.99% +3.068 pp 0.02% +0.012 pp USD14.18 +4.1% 4 qtrs
6 ALYESKA INVESTMENT GROUP, L.P. 624.3K +— (+0.0%) 9.21M +655.5K (+7.7%) 3.27% -0.151 pp 0.03% +0.000 pp USD18.13 -18.6% 5 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 514.9K +43.8K (+9.3%) 7.60M +1.1M (+17.7%) 2.70% +0.115 pp 0.00% +0.000 pp USD16.31 -9.5% 5 qtrs
8 CITADEL ADVISORS LLC 500.0K -48.8K (-8.9%) 7.38M -143.9K (-1.9%) 2.62% -0.389 pp 0.00% +0.000 pp USD16.85 -12.4% 5 qtrs
9 MORGAN STANLEY 457.4K +48.9K (+12.0%) 6.75M +1.2M (+20.5%) 2.40% +0.157 pp 0.00% +0.000 pp USD13.01 +13.5% 5 qtrs
10 AMERIPRISE FINANCIAL INC 431.7K +431.7K (+100.0%) 6.37M +6.4M (+100.0%) 2.26% +2.264 pp 0.00% +0.001 pp USD14.76 +0.0% 1 qtrs NEW
11 INVESCO LTD. 421.9K +407.9K (+2,897.7%) 6.23M +6.0M (+3,127.3%) 2.21% +2.135 pp 0.00% +0.001 pp USD14.72 +0.3% 4 qtrs
12 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 399.1K +369.1K (+1,230.4%) 5.89M +5.5M (+1,332.3%) 2.09% +1.928 pp 0.01% +0.010 pp USD14.68 +0.5% 2 qtrs
13 CHILTON CAPITAL MANAGEMENT LLC 393.8K +393.8K (+100.0%) 5.89M +5.9M (+100.0%) 2.06% +2.065 pp 0.20% +0.203 pp USD14.76 +0.0% 1 qtrs NEW
14 MILLENNIUM MANAGEMENT LLC 393.8K -270.2K (-40.7%) 5.81M -3.3M (-36.2%) 2.06% -1.578 pp 0.00% -0.001 pp USD17.52 -15.8% 5 qtrs
15 STATE STREET CORP 339.2K +24.0K (+7.6%) 5.08M +689.9K (+15.7%) 1.78% +0.049 pp 0.00% +0.000 pp USD15.82 -6.7% 5 qtrs
16 SLATESTONE WEALTH, LLC 246.9K +246.9K (+100.0%) 3.65M +3.6M (+100.0%) 1.29% +1.295 pp 0.31% +0.305 pp USD14.76 +0.0% 1 qtrs NEW
17 PRINCIPAL FINANCIAL GROUP INC 216.8K +18.2K (+9.2%) 3.20M +477.3K (+17.5%) 1.14% +0.047 pp 0.00% +0.000 pp USD13.80 +7.0% 2 qtrs
18 WATERFALL ASSET MANAGEMENT, LLC 184.2K -10.8K (-5.5%) 2.75M +76.6K (+2.9%) 0.97% -0.104 pp 1.48% +1.184 pp USD13.71 +7.7% 2 qtrs
19 ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES, LLC 165.4K +165.4K (+100.0%) 2.44M +2.4M (+100.0%) 0.87% +0.867 pp 2.66% +2.663 pp USD14.76 +0.0% 1 qtrs NEW
20 NORTHERN TRUST CORP 155.5K +4.4K (+2.9%) 2.29M +223.4K (+10.8%) 0.82% -0.014 pp 0.00% +0.000 pp USD16.71 -11.7% 5 qtrs
21 PRUDENTIAL FINANCIAL INC 141.8K +141.8K (+100.0%) 2.09M +2.1M (+100.0%) 0.74% +0.744 pp 0.00% +0.003 pp USD14.76 +0.0% 1 qtrs NEW
22 NUVEEN, LLC 125.7K -16.7K (-11.7%) 1.86M -96.5K (-4.9%) 0.66% -0.122 pp 0.00% +0.000 pp USD12.87 +14.7% 4 qtrs
23 GOLDMAN SACHS GROUP INC 124.5K +6.4K (+5.4%) 1.84M +218.2K (+13.5%) 0.65% +0.005 pp 0.00% +0.000 pp USD13.77 +7.2% 5 qtrs
24 LOS ANGELES CAPITAL MANAGEMENT LLC 116.7K +10.7K (+10.1%) 1.56M +103.7K (+7.1%) 0.61% +0.031 pp 0.01% +0.000 pp USD12.25 +20.5% 3 qtrs
25 BARCLAYS PLC 102.9K -10.5K (-9.2%) 1.52M -35.3K (-2.3%) 0.54% -0.082 pp 0.00% +0.000 pp USD12.74 +15.9% 5 qtrs
26 CENTERSQUARE INVESTMENT MANAGEMENT LLC 94.3K -90.1K (-48.9%) 1.39M -1.1M (-44.9%) 0.49% -0.517 pp 0.01% -0.012 pp USD15.25 -3.2% 5 qtrs
27 HSBC HOLDINGS PLC 92.1K +83.0 (+0.1%) 1.36M +102.4K (+8.1%) 0.48% -0.022 pp 0.00% +0.000 pp USD12.00 +23.0% 3 qtrs
28 AQR CAPITAL MANAGEMENT LLC 72.8K +20.7K (+39.6%) 1.07M +359.6K (+50.3%) 0.38% +0.096 pp 0.00% +0.000 pp USD13.53 +9.1% 3 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 67.9K +12.5K (+22.5%) 1.00M +242.0K (+31.9%) 0.36% +0.052 pp 0.00% +0.000 pp USD16.37 -9.8% 5 qtrs
30 BANK OF NEW YORK MELLON CORP 66.9K +21.5K (+47.3%) 987.8K +365.0K (+58.6%) 0.35% +0.102 pp 0.00% +0.000 pp USD15.93 -7.3% 5 qtrs
31 SAMALIN INVESTMENT COUNSEL, LLC 58.0K -1.4K (-2.3%) 856.7K +41.9K (+5.1%) 0.30% -0.022 pp 0.30% +0.024 pp USD12.08 +22.2% 3 qtrs
32 EXCHANGE TRADED CONCEPTS, LLC 57.5K +7.8K (+15.8%) 848.3K +167.8K (+24.7%) 0.30% +0.029 pp 0.01% +0.001 pp USD15.26 -3.3% 5 qtrs
33 WELLS FARGO & COMPANY/MN 47.1K -6.4K (-11.9%) 694.7K -37.8K (-5.2%) 0.25% -0.046 pp 0.00% +0.000 pp USD13.47 +9.6% 5 qtrs
34 BNP PARIBAS ARBITRAGE, SNC 45.8K -9.4K (-17.0%) 676.6K -80.7K (-10.7%) 0.24% -0.063 pp 0.00% 0.000 pp USD13.15 +12.2% 5 qtrs
35 TD WATERHOUSE CANADA INC. 37.5K +— (+0.0%) 550.5K +35.3K (+6.8%) 0.20% -0.009 pp 0.00% +0.000 pp USD13.71 +7.7% 2 qtrs
36 NOMURA ASSET MANAGEMENT CO LTD 33.1K +5.0K (+17.8%) 488.6K +103.3K (+26.8%) 0.17% +0.019 pp 0.00% +0.000 pp USD13.33 +10.7% 4 qtrs
37 HODGES CAPITAL MANAGEMENT INC. 31.2K +31.2K (+100.0%) 461.2K +461.2K (+100.0%) 0.16% +0.164 pp 0.04% +0.040 pp USD14.76 +0.0% 1 qtrs NEW
38 BANK OF AMERICA CORP /DE/ 29.1K -16.8K (-36.5%) 429.9K -199.1K (-31.6%) 0.15% -0.099 pp 0.00% +0.000 pp USD16.78 -12.0% 5 qtrs
39 JPMORGAN CHASE & CO 29.1K -5.7K (-16.3%) 429.0K -47.2K (-9.9%) 0.15% -0.038 pp 0.00% +0.000 pp USD17.58 -16.0% 5 qtrs
40 MEIXLER INVESTMENT MANAGEMENT, LTD. 28.5K +28.5K (+100.0%) 421.0K +421.0K (+100.0%) 0.15% +0.150 pp 0.26% +0.255 pp USD14.76 +0.0% 1 qtrs NEW
41 FULLER & THALER ASSET MANAGEMENT, INC. 27.4K +— (+0.0%) 404.5K +28.8K (+7.7%) 0.14% -0.007 pp 0.00% +0.000 pp USD13.71 +7.7% 2 qtrs
42 SUMITOMO MITSUI TRUST HOLDINGS, INC. 25.9K +8.2K (+46.3%) 382.1K +139.5K (+57.5%) 0.14% +0.039 pp 0.00% +0.000 pp USD13.45 +9.7% 4 qtrs
43 RENAISSANCE TECHNOLOGIES LLC 25.4K -71.8K (-73.9%) 374.9K -957.7K (-71.9%) 0.13% -0.400 pp 0.00% -0.001 pp USD12.53 +17.8% 5 qtrs
44 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 24.9K +24.9K (+100.0%) 367.4K +367.4K (+100.0%) 0.13% +0.131 pp 0.01% +0.006 pp USD14.76 +0.0% 1 qtrs NEW
45 ASSET MANAGEMENT ONE CO., LTD. 24.0K +3.4K (+16.5%) 362.0K +79.9K (+28.3%) 0.13% +0.013 pp 0.00% +0.000 pp USD14.55 +1.4% 5 qtrs
46 FIRST DALLAS SECURITIES INC. 21.6K +21.6K (+100.0%) 318.8K +318.8K (+100.0%) 0.11% +0.113 pp 0.12% +0.119 pp USD14.76 +0.0% 1 qtrs NEW
47 DEUTSCHE BANK AG\ 20.2K -7.6K (-27.4%) 297.4K -83.1K (-21.8%) 0.11% -0.047 pp 0.00% +0.000 pp USD13.75 +7.3% 5 qtrs
48 UBS GROUP AG 19.6K -16.4K (-45.6%) 289.0K -204.6K (-41.5%) 0.10% -0.095 pp 0.00% +0.000 pp USD14.09 +4.8% 5 qtrs
49 DIMENSIONAL FUND ADVISORS LP 19.2K +19.2K (+100.0%) 282.8K +282.8K (+100.0%) 0.10% +0.101 pp 0.00% +0.000 pp USD14.76 +0.0% 1 qtrs NEW
50 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 17.8K +4.3K (+31.9%) 264.5K +79.9K (+43.3%) 0.09% +0.019 pp 0.00% +0.000 pp USD13.45 +9.7% 4 qtrs
51 RHUMBLINE ADVISERS 17.6K +1.7K (+10.8%) 260.3K +42.1K (+19.3%) 0.09% +0.005 pp 0.00% +0.000 pp USD17.37 -15.0% 5 qtrs
52 CRESSET ASSET MANAGEMENT, LLC 17.0K +17.0K (+100.0%) 254.6K +254.6K (+100.0%) 0.09% +0.089 pp 0.00% +0.001 pp USD14.76 +0.0% 1 qtrs NEW
53 SFMG, LLC 17.2K +— (+0.0%) 253.9K +18.1K (+7.7%) 0.09% -0.004 pp 0.02% +0.001 pp USD12.00 +23.0% 3 qtrs
54 CLEAR HARBOR ASSET MANAGEMENT, LLC 16.5K +16.5K (+100.0%) 242.8K +242.8K (+100.0%) 0.09% +0.086 pp 0.02% +0.016 pp USD14.76 +0.0% 1 qtrs NEW
55 RAYMOND JAMES FINANCIAL INC 15.9K -88.0 (-0.6%) 234.1K +15.5K (+7.1%) 0.08% -0.004 pp 0.00% +0.000 pp USD12.00 +23.0% 3 qtrs
56 ALLIANCEBERNSTEIN L.P. 15.5K -1.4K (-8.3%) 228.8K -2.9K (-1.3%) 0.08% -0.011 pp 0.00% +0.000 pp USD12.20 +21.0% 3 qtrs
57 ALPS ADVISORS INC 14.6K +14.6K (+100.0%) 214.8K +214.8K (+100.0%) 0.08% +0.076 pp 0.00% +0.001 pp USD14.76 +0.0% 1 qtrs NEW
58 WEDMONT PRIVATE CAPITAL 13.4K +13.4K (+100.0%) 211.8K +211.8K (+100.0%) 0.07% +0.070 pp 0.01% +0.007 pp USD14.76 +0.0% 1 qtrs NEW
59 SEI INVESTMENTS CO 14.2K -3.4K (-19.3%) 209.7K -31.7K (-13.1%) 0.07% -0.022 pp 0.00% 0.000 pp USD12.11 +21.9% 3 qtrs
60 STATE OF ALASKA, DEPARTMENT OF REVENUE 12.8K +3.5K (+37.7%) 187.0K +61.0K (+48.4%) 0.07% +0.016 pp 0.00% +0.001 pp USD16.10 -8.3% 5 qtrs
61 METLIFE INVESTMENT MANAGEMENT, LLC 12.4K +1.7K (+15.5%) 183.7K +36.0K (+24.4%) 0.07% +0.006 pp 0.00% +0.000 pp USD17.08 -13.6% 5 qtrs
62 PRICE T ROWE ASSOCIATES INC /MD/ 11.6K +406.0 (+3.6%) 171.0K +18.0K (+11.8%) 0.06% -0.001 pp 0.00% +0.000 pp USD13.75 +7.3% 2 qtrs
63 INTECH INVESTMENT MANAGEMENT LLC 11.0K +11.0K (+100.0%) 161.8K +161.8K (+100.0%) 0.06% +0.058 pp 0.00% +0.001 pp USD14.76 +0.0% 4 qtrs
64 MARINER, LLC 10.7K +10.7K (+100.0%) 158.1K +158.1K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD14.76 +0.0% 1 qtrs NEW
65 CWM, LLC 10.3K +1.0K (+10.8%) 152.0K +25.0K (+19.7%) 0.05% +0.003 pp 0.00% +0.000 pp USD12.69 +16.3% 3 qtrs
66 RESONA ASSET MANAGEMENT CO.,LTD. 9.5K +1.3K (+16.5%) 143.2K +32.5K (+29.3%) 0.05% +0.005 pp 0.00% +0.000 pp USD13.23 +11.6% 4 qtrs
67 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 9.6K +634.0 (+7.1%) 141.5K +18.8K (+15.3%) 0.05% +0.001 pp 0.00% +0.000 pp USD17.02 -13.3% 5 qtrs
68 DAIWA SECURITIES GROUP INC. 8.0K +597.0 (+8.1%) 118.0K +17.0K (+16.8%) 0.04% +0.001 pp 0.00% +0.000 pp USD13.15 +12.2% 5 qtrs
69 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 7.2K +7.2K (+100.0%) 106.1K +106.1K (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD14.76 +0.0% 1 qtrs NEW
70 PINNACLE WEALTH PLANNING SERVICES, INC. 6.8K +6.8K (+100.0%) 100.7K +100.7K (+100.0%) 0.04% +0.036 pp 0.01% +0.011 pp USD14.76 +0.0% 1 qtrs NEW
71 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.5K +— (+0.0%) 80.7K +5.7K (+7.7%) 0.03% -0.001 pp 0.00% +0.000 pp USD13.28 +11.1% 4 qtrs
72 STRS OHIO 3.5K +— (+0.0%) 51.7K +3.7K (+7.7%) 0.02% -0.001 pp 0.00% +0.000 pp USD17.12 -13.8% 5 qtrs
73 NEW YORK STATE COMMON RETIREMENT FUND 3.0K +— (+0.0%) 44.3K +3.2K (+7.7%) 0.02% -0.001 pp 0.00% +0.000 pp USD12.79 +15.4% 4 qtrs
74 NISA INVESTMENT ADVISORS, LLC 2.5K -525.0 (-17.3%) 37.7K -4.5K (-10.7%) 0.01% -0.004 pp 0.00% +0.000 pp USD17.86 -17.4% 5 qtrs
75 AVALON TRUST CO 2.4K +2.4K (+100.0%) 35.1K +35.1K (+100.0%) 0.01% +0.013 pp 0.00% +0.002 pp USD14.76 +0.0% 1 qtrs NEW
76 PNC FINANCIAL SERVICES GROUP, INC. 2.0K +197.0 (+10.7%) 30.1K +4.8K (+19.2%) 0.01% +0.001 pp 0.00% +0.000 pp USD13.46 +9.7% 3 qtrs
77 KESTRA ADVISORY SERVICES, LLC 2.0K +2.0K (+100.0%) 29.5K +29.5K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD14.76 +0.0% 1 qtrs NEW
78 LEGAL & GENERAL GROUP PLC 1.9K +270.0 (+16.8%) 27.7K +5.7K (+25.8%) 0.01% +0.001 pp 0.00% +0.000 pp USD16.40 -10.0% 5 qtrs
79 RUSSELL INVESTMENTS GROUP, LTD. 1.8K +11.0 (+0.6%) 26.3K +2.0K (+8.3%) 0.01% 0.000 pp 0.00% +0.000 pp USD13.63 +8.3% 4 qtrs
80 AMERITAS INVESTMENT PARTNERS, INC. 1.5K +— (+0.0%) 22.3K +1.6K (+7.7%) 0.01% 0.000 pp 0.00% +0.000 pp USD18.13 -18.6% 5 qtrs
81 ROYAL BANK OF CANADA 1.3K +566.0 (+77.1%) 19.0K +9.0K (+90.0%) 0.01% +0.003 pp 0.00% +0.000 pp USD13.50 +9.3% 5 qtrs
82 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.3K +187.0 (+17.2%) 18.8K +3.9K (+26.2%) 0.01% +0.001 pp 0.00% +0.000 pp USD17.63 -16.3% 5 qtrs
83 STERLING CAPITAL MANAGEMENT LLC 1.2K -139.0 (-10.5%) 17.6K -655.0 (-3.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD14.33 +3.0% 5 qtrs
84 KEMNAY ADVISORY SERVICES INC. 1.2K +1.2K (+100.0%) 17.0K +17.0K (+100.0%) 0.01% +0.006 pp 0.00% +0.003 pp USD14.76 +0.0% 1 qtrs NEW
85 GLOBAL RETIREMENT PARTNERS, LLC 909.00 +909.0 (+100.0%) 13.4K +13.4K (+100.0%) 0.00% +0.005 pp 0.00% +0.000 pp USD14.76 +0.0% 1 qtrs NEW
86 TOWER RESEARCH CAPITAL LLC (TRC) 806.00 -1.8K (-68.7%) 11.9K -23.5K (-66.4%) 0.00% -0.010 pp 0.00% -0.001 pp USD14.47 +2.0% 5 qtrs
87 AMALGAMATED BANK 649.00 +157.0 (+31.9%) 10.0K +3.0K (+42.9%) 0.00% +0.001 pp 0.00% +0.000 pp USD17.31 -14.7% 5 qtrs
88 CITIGROUP INC 475.00 +250.0 (+111.1%) 7.0K +3.9K (+127.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD16.36 -9.8% 5 qtrs
89 MASSMUTUAL TRUST CO FSB/ADV 418.00 +— (+0.0%) 6.2K +439.0 (+7.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.10 +22.0% 5 qtrs
90 RED TORTOISE LLC 348.00 +— (+0.0%) 5.1K +365.0 (+7.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.00 +23.0% 3 qtrs
91 GAMMA INVESTING LLC 201.00 +119.0 (+145.1%) 3.0K +1.8K (+164.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD14.35 +2.9% 5 qtrs
92 184.00 +184.0 (+100.0%) 2.7K +2.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.003 pp USD14.76 +0.0% 1 qtrs NEW
93 HUNTINGTON NATIONAL BANK 181.00 +— (+0.0%) 2.7K +189.0 (+7.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.92 +14.2% 3 qtrs
94 EVERSOURCE WEALTH ADVISORS, LLC 168.00 -24.0 (-12.5%) 2.5K -152.0 (-5.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.28 +20.2% 4 qtrs
95 FORTITUDE FAMILY OFFICE, LLC 134.00 +— (+0.0%) 2.0K +141.0 (+7.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.93 +14.2% 3 qtrs
96 TRUE WEALTH DESIGN, LLC 85.00 +1.0 (+1.2%) 1.3K +103.0 (+8.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.02 +22.8% 3 qtrs
97 ALLWORTH FINANCIAL LP 54.00 -8.0 (-12.9%) 798.00 -53.0 (-6.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.11 +21.9% 3 qtrs
98 IFP ADVISORS, INC 40.00 +4.0 (+11.1%) 590.00 +96.0 (+19.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.80 +7.0% 2 qtrs
99 ROTHSCHILD INVESTMENT LLC 33.00 +8.0 (+32.0%) 487.00 +144.0 (+42.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.00 +13.5% 4 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 47 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco KBW Premium Yield Equity REIT ETF KBWY 2.62% 8.25M 0.35%
2 ALPS REIT Dividend Dogs ETF RDOG 2.39% 271.4K 0.35%
3 Colterpoint Net Lease Real Estate ETF NETL 1.97% 793.0K 0.60%
4 Principal Real Estate Active Opportunities ETF BYRE 0.99% 261.8K 0.60%
5 iShares Micro-Cap ETF IWC 0.10% 1.49M 0.60%
6 iShares Core U.S. REIT ETF USRT 0.03% 1.56M 0.08%
7 First Trust S&P REIT Index Fund FRI 0.03% 64.5K 0.51%
8 Dimensional US Real Estate ETF DFAR 0.03% 452.2K 0.19%
9 iShares Russell 2000 Value ETF IWN 0.03% 3.67M 0.24%
10 Vanguard Russell 2000 Value ETF VTWV 0.02% 299.0K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.60
Bullish
Ratio by volume
2.37
Bullish
Buys
13
Sells
5
Shares acquired
178.0K
Shares disposed
75.1K
Cash buys
Cash sales
Net activity
+102,914
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
2026-03-31 Swanstrom Daniel E II Director A-Award A LTIP Units 850 0.00 850 D
2026-03-31 Preston Stephen Director / Officer M-Exempt D Restricted Stock Units 37,285 0.00 111,857 D
2026-03-31 Perez Ernesto Director A-Award A Restricted Stock Units 1,104 0.00 1,104 D
2026-03-31 Ireland Drew Officer M-Exempt A Common Stock 5,592 0.00 21,213 D
2026-03-31 Green Robert S. Director A-Award A Restricted Stock Units 850 0.00 850 D
2026-03-31 Fukumura Sean Officer M-Exempt D Restricted Stock Units 16,367 0.00 0 D
2026-03-31 Fitzgerald Charles Director A-Award A LTIP Units 850 0.00 850 D
2026-03-31 FRANK ELIZABETH F Director A-Award A LTIP Units 1,019 0.00 1,019 D
2026-01-15 Revol Pierre Officer A-Award A LTIP Units 36,081 0.00 36,081 D
2026-01-15 Preston Stephen Director / Officer A-Award A LTIP Units 62,750 0.00 62,750 D
2026-01-15 Fukumura Sean Officer A-Award A Restricted Stock Units 6,275 0.00 6,275 D
2025-11-13 Fitzgerald Charles Director / 10% Owner COMMON STOCK 0 0.00 944,064 I
2025-10-30 Perez Ernesto Director M-Exempt A Common Stock 14,802 0.00 14,802 I
2025-10-04 Preston Stephen Director / Officer M-Exempt D Restricted Stock Units 52,631 0.00 210,527 D
2025-10-04 Ireland Drew Officer M-Exempt D Restricted Stock Units 10,526 0.00 42,106 D
2025-08-21 Green Robert S. Director P-Purchase A Common Stock 7,600 13.18 100.2K 15,050 I
2025-08-20 Preston Stephen Director / Officer P-Purchase A Common Stock 14,831 13.18 195.5K 37,751 D
2025-08-15 FRANK ELIZABETH F Director P-Purchase A Common Stock 2,808 12.44 34.9K 5,177 D
2025-08-06 Fukumura Sean Officer J-Other A Common shares 1,904 0.00 8,127 D
2025-07-29 Ireland Drew Officer J-Other A Common shares 7,749 0.00 7,749 D
2025-07-23 Fukumura Sean Officer A-Award A Restricted Stock Units(1) 16,367 0.00 16,367 D
2025-07-21 Revol Pierre Officer A-Award A Restricted Stock Units 95,199 0.00 95,199 D
2025-05-27 Swanstrom Daniel E II Director A-Award A Restricted Stock Units 7,895 0.00 7,895 D
2025-05-27 Perez Ernesto Director A-Award A Restricted Stock Units 7,895 0.00 7,895 D
2025-05-27 LeVeaux Noelle Director A-Award A Restricted Stock Units 7,895 0.00 7,895 D
2025-05-27 Green Robert S. Director A-Award A Restricted Stock Units 7,895 0.00 7,895 D
2025-05-27 FRANK ELIZABETH F Director A-Award A Restricted Stock Units 7,895 0.00 7,895 D
2025-05-23 Swanstrom Daniel E II Director M-Exempt A Common Stock 2,369 0.00 2,369 D
2025-05-23 Perez Ernesto Director M-Exempt A Common Stock 4,737 0.00 4,737 D
2025-05-23 LeVeaux Noelle Director M-Exempt A Common Stock 2,369 0.00 2,369 D
2025-05-23 FRANK ELIZABETH F Director M-Exempt A Common Stock 2,369 0.00 2,369 D
2025-05-07 Green Robert S. Director M-Exempt A Common Stock 6,250 0.00 77,553 I
2025-05-05 Fukumura Sean Officer Restricted Stock Units(2) 3,356 0.00 0 D
2025-03-31 Starr Randall Director / Officer A-Award A Restricted Stock Units 130,500 0.00 130,500 D
2025-03-31 Preston Stephen Director / Officer A-Award A Restricted Stock Units 149,142 0.00 149,142 D
2025-03-31 Ireland Drew Officer A-Award A Restricted Stock Units 22,371 0.00 22,371 D
2025-03-31 Dieffenbacher Timothy Officer A-Award A Restricted Stock Units 37,286 0.00 37,286 D
2025-03-25 Starr Randall Director / Officer P-Purchase A Common Stock 3,716 13.34 49.6K 3,716 D
2025-01-15 Ireland Drew Officer A-Award A LTIP Units 20,394 0.00 20,394 D
2024-11-21 Green Robert S. Director M-Exempt A Common Stock 71,303 0.00 71,303 I
2024-10-04 Perez Ernesto Director J-Other A OP Units(1) 14,802 0.00 14,802 D
2024-10-04 Green Robert S. Director P-Purchase A Common Stock 10,000 19.00 190.0K 10,000 D
2024-10-04 BARCLAYS PLC 10% Owner 0 0.00 0
2024-10-03 Preston Stephen Director / Officer D-Return D Common Stock 100 10.00 1.0K 22,920 D
2024-10-03 Green Robert S. Director J-Other A OP Units 6,250 0.00 77,553 I
2024-10-03 BARCLAYS PLC 10% Owner Common stock $0.01 par value per share 0 0.00 1,483,885 I

Executive team

Top executives
EBIT / Employee
853.5K
Shares Outstanding
22.41M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Stephen Preston Chief Executive Officer and President 750.0K 390.0K 1.91M 392.0K 3.44M 55.46%
2 2025 Randall Starr Former Co-Chief Executive Officer and Co-President 370.2K 1.67M 136.9K 2.18M 76.70%
3 2025 Pierre Revol Chief Financial Officer, Treasurer, and Secretary 201.6K 250.0K 1.18M 44.5K 1.68M 70.45%
4 2025 Drew Ireland Chief Operating Officer 400.0K 160.0K 286.1K 130.0K 976.1K 29.31%
5 2024 Stephen Preston Co-Chief Executive Officer and Co-President 181.8K 92.2K 5.00M 7.9K 5.28M 94.66%
6 2024 Stephen Preston Chief Executive Officer and President 181.8K 92.2K 5.00M 7.9K 5.28M 94.66%
7 2024 Randall Starr Co-Chief Executive Officer and Co-President 181.8K 92.2K 3.25M 7.1K 3.53M 92.04%
8 2024 Randall Starr Former Co-Chief Executive Officer and Co-President 181.8K 92.2K 3.25M 7.1K 3.53M 92.04%
9 2024 Drew Ireland Chief Operating Officer 97.0K 25.0K 1.00M 5.6K 1.13M 88.69%
10 2024 Timothy Dieffenbacher Chief Financial Officer, Treasurer, and Secretary 97.0K 25.0K 1.00M 68.00 1.12M 89.12%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2025-04-17 DEFA14A
2025-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-29 SC 13G
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2026-04-17 ARS
2026-04-06 SC 13D
2026-04-06 8-K
2026-04-02 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Stephen Preston Chairman, CEO & President 2M male
Pierre Revol Chief Financial Officer, Principal Financial Officer, Treasurer & Secretary 746.2K male
Drew Ireland Chief Operating Officer 690.0K male
Sean Fukumura Chief Accounting Officer male
ESG Rating
B
REIT - DIVERSIFIED
2026
E (Environmental)
50.0 / 60.9
Company / Sector avg.
S (Social)
57.3 / 69.6
Company / Sector avg.
G (Governance)
73.0 / 75.4
Company / Sector avg.
ESG Total
60.1 / 68.6
Company / Sector avg.
ESG Score History REIT - DIVERSIFIED
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits