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Healthcare Realty Trust Incorporated (HR)

USD20.79 -0.02 (-0.10%)
US NYSE Real Estate REIT - Healthcare Facilities
Address 3310 West End Avenue 37203
Nashville, TN, US
CEO Peter A. Scott
IPO 1993-05-27
CIK 1360604 ISIN US42226K1051

Explore sections of this company profile

Description

Healthcare Realty Trust operates as a Real Estate Investment Trust (REIT), specializing in the acquisition, development, financing, and active management of income-generating real estate assets, predominantly serving outpatient healthcare providers throughout the United States. By September 30, 2020, its extensive portfolio comprised 211 properties located across 24 states, collectively spanning 15.5 million square feet and valued at approximately $5.5 billion. The company further provided comprehensive leasing and property management solutions for 11.9 million square feet nationwide.

News Sentiment (7d)
73 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Healthcare Trust of America, Inc. HTA 2013-08-30 View
Computershare Inc. HTA 2022-05-02 View
JPMorgan HTA 2022-06-14 View
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
USD20.79 -0.02 (-0.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.82
Float Shares
346.60M
Free Float %
99.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.60% -1.04% +13.74% +14.52% +9.87% +18.17% +34.07% -0.55% -33.57% -35.39% +2.72%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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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

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (29 ratings, all time) Hold
Price Targets & DCF
Current price
20.79
Low 18.00 -13.4%
Consensus 20.25 -2.6%
Median 20.50 -1.4%
High 22.00 +5.8%
DCF (Unlevered) 11.60 -44.2%

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) 27% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 8 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
20.67
-0.6%
Last Quarter 4
20.75
-0.2%
Last Year 8
20.25
-2.6%
All Time 14
19.21
-7.6%
Quality scores
Altman Z-Score
0.28
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    -6.9% Q1'26: -6.7% (vs Q1'25)
  • EPS growth
    +60.8% Q1'26: +100.0% (vs Q1'25)
  • FCF margin
    Q1'26: -3.0% (vs Q1'25)
  • EBIT margin
    Q1'26: -30.3% (vs Q1'25)
  • ROIC
    Q1'26: -3.8% (vs Q1'25)
  • Share dilution
    -4.3% Q1'26: -0.6% (vs Q1'25)
  • Debt / EBITDA
    7.98× Q1'26: 24.42× (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 (0.82) × ERP
WACC = 63% × Ke + 37% × Kd (5.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 11.60 Current price: 20.79
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 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
1 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
317.92M
est: 643.30M (-50.6%)
371.05M
est: 601.60M (-38.3%)
403.41M
est: 405.69M (-0.6%)
460.48M
est: 458.04M (+0.5%)
613.11M
est: 616.39M (-0.5%)
695.30M
est: 697.76M (-0.4%)
693.63M
est: 692.91M (+0.1%)
735.07M
est: 738.72M (-0.5%)
534.82M
est: 763.74M (-30.0%)
932.64M
est: 936.13M (-0.4%)
1.34B
est: 1.31B (+2.2%)
1.27B
est: 1.25B (+1.8%)
1.18B
est: 1.16B (+1.7%)
1.12B
1.11B – 1.12B
-3.9% YoY
1.15B
1.15B – 1.16B
+3.2% YoY
1.23B
1.21B – 1.25B
+6.7% YoY
1.14B
1.14B – 1.15B
-6.9% YoY
EBITDA
195.33M
est: 313.75M (-37.7%)
243.92M
est: 241.45M (+1.0%)
245.80M
est: 292.32M (-15.9%)
285.02M
est: 296.11M (-3.7%)
394.83M
est: 358.79M (+10.0%)
598.82M
est: 389.40M (+53.8%)
321.14M
est: 569.57M (-43.6%)
357.34M
est: 432.27M (-17.3%)
321.90M
est: 494.69M (-34.9%)
635.71M
est: 595.92M (+6.7%)
717.29M
est: 648.76M (+10.6%)
266.62M
est: 615.00M (-56.6%)
519.96M
est: 573.14M (-9.3%)
550.57M
548.04M – 553.40M
-3.9% YoY
568.06M
565.45M – 570.97M
+3.2% YoY
605.93M
595.91M – 615.96M
+6.7% YoY
563.93M
561.34M – 566.82M
-6.9% YoY
EBIT
75.83M
est: 126.04M (-39.8%)
103.48M
est: 97.49M (+6.1%)
91.66M
est: 121.30M (-24.4%)
108.15M
est: 117.01M (-7.6%)
149.84M
est: 137.44M (+9.0%)
319.19M
est: 299.21M (+6.7%)
30.76M
est: 213.02M (-85.6%)
53.51M
est: 182.80M (-70.7%)
119.19M
est: 184.05M (-35.2%)
182.62M
est: 227.31M (-19.7%)
-13.42M
est: 12.96M (-203.6%)
-408.53M
est: 12.29M (-3,425.1%)
-44.01M
est: 11.45M (-484.3%)
11.00M
10.95M – 11.06M
-3.9% YoY
11.35M
11.30M – 11.41M
+3.2% YoY
12.11M
11.90M – 12.31M
+6.7% YoY
11.27M
11.21M – 11.32M
-6.9% YoY
Net Income
24.26M
est: 22.92M (+5.8%)
45.37M
est: 36.81M (+23.2%)
32.93M
est: 38.90M (-15.3%)
49.95M
est: 44.68M (+11.8%)
63.92M
est: 49.19M (+29.9%)
213.46M
est: 718.53M (-70.3%)
30.15M
est: 24.62M (+22.5%)
52.62M
est: 27.44M (+91.7%)
66.66M
est: 100.86M (-33.9%)
40.90M
est: 118.99M (-65.6%)
-278.26M
est: -524.99M (+47.0%)
-654.49M
est: -543.88M (-20.3%)
-246.07M
est: -263.20M (+6.5%)
-27.30M
-27.47M – -27.12M
+89.6% YoY
-8.14M
-8.19M – -8.09M
+70.2% YoY
12.99M
-6.90M – 20.15M
+259.6% YoY
10.49M
10.43M – 10.56M
-19.2% YoY
SGA
est: 242.51M (-100.0%)
est: 174.89M (-100.0%)
est: 217.37M (-100.0%)
est: 217.44M (-100.0%)
est: 265.30M (-100.0%)
est: 589.24M (-100.0%)
est: 478.89M (-100.0%)
est: 376.90M (-100.0%)
est: 121.62M (-100.0%)
est: 66.52M (-100.0%)
— – —
— – —
— – —
— – —
EPS
0.21
est: 0.21 (+2.4%)
0.38
est: 0.33 (+15.2%)
0.26
est: 0.26 (-0.4%)
0.34
est: 0.29 (+16.8%)
0.35
est: 0.20 (+72.2%)
1.04
est: 1.05 (-0.8%)
0.15
est: 0.19 (-20.5%)
0.24
est: 0.24 (+2.0%)
0.45
est: 0.47 (-4.2%)
0.15
est: 0.20 (-25.6%)
-0.74
est: -1.50 (+50.7%)
-1.81
est: -1.55 (-16.4%)
-0.71
est: -0.75 (+5.6%)
-0.08
-0.08 – -0.08
+89.6% YoY
-0.02
-0.02 – -0.02
+70.2% YoY
0.02
-0.02 – 0.06
+181.4% YoY
0.03
0.03 – 0.03
+58.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Scotiabank Sector Outperform Sector Outperform Maintain
2026-05-07 Citigroup Neutral Neutral Maintain
2026-05-04 Cantor Fitzgerald Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-08 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-01 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-15 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
183.57M
OE per share TTM
0.53
Owner's Yield
2.64%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
22.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
96
Total invested
111.28M
Insider transactions (90d)
0
Beneficial owners (>5%)
30
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Cohen & Steers, Inc. 14-1904657 51.54M 13.52% 36.17M 51.45M HC, CO 2023-02-14
2 Cohen & Steers Capital Management, Inc.     13-3353336 51.16M 13.44% 36.04M 51.16M IA, CO 2023-02-14
3 (1) BlackRock, Inc. 44.72M 11.80% 42.68M 44.72M HC Delaware 2022-08-09
4 The Vanguard Group - 23-1945930 30.46M 13.94% 620.7K 29.66M 796.2K IA Pennsylvania 2021-02-10
5 STATE STREET CORPORATION 22.62M 5.94% 16.87M 22.62M HC BOSTON, MASSACHUSETTS 2023-02-01
6 13-3353336 22.33M 10.22% 15.01M 22.33M IA, CO Delaware 2021-01-11
7 JEFFREY C. SMITH 20.90M 5.90% 20.90M IN 2024-11-26
8 PETER A. FELD 20.90M 5.90% 20.90M IN 2024-11-26
9 STARBOARD PRINCIPAL CO GP LLC 20.90M 5.90% 20.90M OO 2024-11-26
10 STARBOARD PRINCIPAL CO LP 20.90M 5.90% 20.90M PN 2024-11-26
11 STARBOARD VALUE GP LLC 20.90M 5.90% 20.90M OO 2024-11-26
12 STARBOARD VALUE LP 20.90M 5.90% 20.90M PN 2024-11-26
13 BANK OF AMERICA CORP /DE/56-0906609 18.79M 5.20% 18.79M 18.63M HC Delaware 2024-11-14
14 Asset Management US Inc. 12.62M 5.70% 12.62M IA, CO Kingdom of the Netherlands 2022-01-19
15 Asset Management, N.V. 12.62M 5.70% 12.62M CO Kingdom of the Netherlands 2022-01-19
16 Groep, N.V. 12.62M 5.70% 12.62M CO Kingdom of the Netherlands 2022-01-19
17 Stichting Pensioenfonds ABP 12.62M 5.70% 12.62M EP Kingdom of the Netherlands 2022-01-19
18 STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD 11.42M 3.20% 11.42M CO 2024-11-26
19 SPECIALIZED FUNDS - VANGUARD REIT INDEX FUND - 23-2834924 8.87M 7.18% 8.87M EP, IN Delaware For 2015-02-06
20 Daiwa Asset Management Co. Ltd. 6.72M 5.30% 6.72M 4.3K 6.71M FI Japan 2016-01-27
21 STARBOARD X MASTER FUND LTD 3.85M 1.10% 3.85M CO 2024-11-26
22 STARBOARD VALUE R GP LLC 1.80M 0.50% 1.80M OO 2024-11-26
23 STARBOARD VALUE AND OPPORTUNITY S LLC 1.50M 0.40% 1.50M OO 2024-11-26
24 STARBOARD VALUE AND OPPORTUNITY C LP 1.16M 0.30% 1.16M PN 2024-11-26
25 STARBOARD VALUE R LP 1.16M 0.30% 1.16M PN 2024-11-26
26 STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP 631.9K 0.20% 631.9K PN 2024-11-26
27 STARBOARD VALUE L LP 631.9K 0.20% 631.9K PN 2024-11-26
28 Cohen & Steers UK Limited 259.3K 0.07% 92.3K 259.3K IA, CO 2023-02-14
29 Cohen & Steers Ireland Limited 32.3K 0.01% 32.3K 32.3K FI, CO 2023-02-14
30 Cohen & Steers Asia Limited 0.00% IA, CO 2023-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
96
-329 vs prev Q
New positions
7
Closed positions
330
Increased
41
Reduced
25
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
1 366.8K +366.8K (+100.0%) 6.22B +6.2B (+100.0%) 0.10% +0.105 pp 3.43% +3.432 pp USD16.95 +0.0% 1 qtrs NEW
2 COHEN & STEERS, INC. 56.31M +744.7K (+1.3%) 954.42M -47.2M (-4.7%) 16.09% +0.198 pp 1.73% -0.081 pp USD20.00 -15.3% 14 qtrs
3 BLACKROCK, INC. 53.62M +159.0K (+0.3%) 908.79M -55.0M (-5.7%) 15.32% +0.027 pp 0.02% -0.002 pp USD17.93 -5.5% 6 qtrs
4 VANGUARD GROUP INC 46.85M -315.6K (-0.7%) 794.19M -56.3M (-6.6%) 13.39% -0.107 pp 0.01% -0.001 pp USD20.74 -18.3% 14 qtrs
5 STATE STREET CORP 17.45M -455.3K (-2.5%) 295.80M -27.1M (-8.4%) 4.99% -0.136 pp 0.01% -0.001 pp USD20.66 -18.0% 14 qtrs
6 PRICE T ROWE ASSOCIATES INC /MD/ 14.98M -347.3K (-2.3%) 253.89M -22.4M (-8.1%) 4.28% -0.105 pp 0.03% -0.002 pp USD17.93 -5.5% 14 qtrs
7 STARBOARD VALUE LP 12.60M -1.9M (-13.0%) 213.57M -47.7M (-18.3%) 3.60% -0.542 pp 4.05% -0.871 pp USD16.95 +0.0% 5 qtrs
8 APG ASSET MANAGEMENT US INC. 12.39M +305.1K (+2.5%) 210.04M -12.0M (-5.4%) 3.54% +0.084 pp 1.65% +0.007 pp USD19.70 -14.0% 14 qtrs
9 RUSH ISLAND MANAGEMENT, LP 9.01M +1.2M (+15.4%) 152.68M +12.0M (+8.5%) 2.58% +0.343 pp 9.54% -0.104 pp USD16.85 +0.6% 12 qtrs
10 DAIWA SECURITIES GROUP INC. 8.63M -2.1M (-19.3%) 146.31M -46.6M (-24.2%) 2.47% -0.594 pp 0.47% -0.184 pp USD19.73 -14.1% 14 qtrs
11 RESOLUTION CAPITAL LTD 8.14M +1.7M (+27.2%) 138.00M +22.6M (+19.6%) 2.33% +0.497 pp 3.05% +0.804 pp USD17.80 -4.8% 2 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 7.05M +101.4K (+1.5%) 119.58M -5.8M (-4.6%) 2.01% +0.027 pp 0.01% -0.001 pp USD20.05 -15.5% 14 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7.03M +216.1K (+3.2%) 119.21M -3.7M (-3.0%) 2.01% +0.060 pp 0.02% -0.001 pp USD19.74 -14.1% 14 qtrs
14 INVESCO LTD. 6.75M -952.4K (-12.4%) 114.38M -24.5M (-17.6%) 1.93% -0.275 pp 0.02% -0.004 pp USD18.25 -7.1% 14 qtrs
15 PGGM INVESTMENTS 6.69M +6.7M (+100.0%) 113.39M +113.4M (+100.0%) 1.91% +1.912 pp 1.80% +1.795 pp USD16.95 +0.0% 1 qtrs NEW
16 CENTERSQUARE INVESTMENT MANAGEMENT LLC 5.97M +1.6M (+38.0%) 101.20M +23.2M (+29.8%) 1.71% +0.469 pp 1.00% +0.215 pp USD16.48 +2.9% 4 qtrs
17 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5.76M -1.0M (-15.0%) 97.67M -24.6M (-20.1%) 1.65% -0.293 pp 0.03% -0.006 pp USD16.76 +1.1% 4 qtrs
18 JPMORGAN CHASE & CO 5.61M +372.6K (+7.1%) 95.01M +663.8K (+0.7%) 1.60% +0.105 pp 0.01% +0.000 pp USD16.94 +0.1% 14 qtrs
19 THRIVENT FINANCIAL FOR LUTHERANS 5.14M +126.4K (+2.5%) 87.20M -3.3M (-3.6%) 1.47% +0.035 pp 0.15% -0.023 pp USD19.41 -12.7% 14 qtrs
20 DIMENSIONAL FUND ADVISORS LP 5.02M +5.0K (+0.1%) 85.06M -5.3M (-5.9%) 1.43% +0.000 pp 0.02% -0.002 pp USD20.36 -16.7% 14 qtrs
21 DEUTSCHE BANK AG\ 3.88M -1.5M (-28.4%) 65.70M -31.9M (-32.7%) 1.11% -0.441 pp 0.02% -0.011 pp USD17.68 -4.1% 14 qtrs
22 BANK OF NEW YORK MELLON CORP 3.70M -455.0K (-11.0%) 62.66M -12.2M (-16.3%) 1.06% -0.131 pp 0.01% -0.003 pp USD20.23 -16.2% 14 qtrs
23 NORGES BANK 3.67M +3.7M (+100.0%) 62.15M +62.2M (+100.0%) 1.05% +1.048 pp 0.01% +0.007 pp USD16.95 +0.0% 1 qtrs NEW
24 NORTHERN TRUST CORP 3.64M -184.5K (-4.8%) 61.62M -7.3M (-10.5%) 1.04% -0.053 pp 0.01% -0.001 pp USD19.23 -11.9% 14 qtrs
25 MORGAN STANLEY 3.63M +183.9K (+5.3%) 61.48M -601.7K (-1.0%) 1.04% +0.051 pp 0.00% 0.000 pp USD17.90 -5.3% 14 qtrs
26 RUSSELL INVESTMENTS GROUP, LTD. 3.47M -926.1K (-21.1%) 58.76M -20.4M (-25.8%) 0.99% -0.265 pp 0.06% -0.026 pp USD18.79 -9.8% 14 qtrs
27 SEI INVESTMENTS CO 3.29M +417.6K (+14.6%) 55.70M +4.0M (+7.7%) 0.94% +0.119 pp 0.06% -0.001 pp USD18.64 -9.1% 14 qtrs
28 LEGAL & GENERAL GROUP PLC 3.26M +205.7K (+6.7%) 55.25M +187.6K (+0.3%) 0.93% +0.058 pp 0.01% 0.000 pp USD20.43 -17.0% 14 qtrs
29 CANADA PENSION PLAN INVESTMENT BOARD 2.98M +— (+0.0%) 50.58M -3.2M (-6.0%) 0.85% -0.001 pp 0.03% -0.004 pp USD17.81 -4.8% 14 qtrs
30 JANUS HENDERSON GROUP PLC 2.38M -761.2K (-24.2%) 40.36M -16.3M (-28.8%) 0.68% -0.218 pp 0.02% -0.008 pp USD16.86 +0.5% 9 qtrs
31 PZENA INVESTMENT MANAGEMENT LLC 2.23M +— (+0.0%) 37.73M -2.4M (-6.0%) 0.64% -0.001 pp 0.11% -0.017 pp USD18.15 -6.6% 6 qtrs
32 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.13M -153.8K (-6.7%) 36.18M -5.1M (-12.3%) 0.61% -0.045 pp 0.10% -0.006 pp USD19.19 -11.7% 14 qtrs
33 NORDEA INVESTMENT MANAGEMENT AB 1.99M -558.6K (-21.9%) 33.82M -11.6M (-25.5%) 0.57% -0.160 pp 0.03% -0.011 pp USD18.58 -8.8% 14 qtrs
34 BANK OF AMERICA CORP /DE/ 1.95M -271.6K (-12.2%) 33.04M -7.0M (-17.5%) 0.56% -0.078 pp 0.00% 0.000 pp USD17.06 -0.6% 14 qtrs
35 JUPITER ASSET MANAGEMENT LTD 1.88M +1.9M (+100.0%) 31.81M +31.8M (+100.0%) 0.54% +0.536 pp 0.25% +0.255 pp USD16.95 +0.0% 1 qtrs NEW
36 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 1.87M +574.5K (+44.2%) 31.78M +8.3M (+35.5%) 0.54% +0.164 pp 0.04% -0.024 pp USD17.91 -5.4% 14 qtrs
37 AQR CAPITAL MANAGEMENT LLC 1.65M +217.5K (+15.2%) 27.90M +2.5M (+9.8%) 0.47% +0.062 pp 0.01% -0.002 pp USD17.46 -2.9% 14 qtrs
38 CITADEL ADVISORS LLC 1.61M -490.0K (-23.3%) 27.30M -10.6M (-27.9%) 0.46% -0.141 pp 0.00% -0.002 pp USD18.01 -5.9% 14 qtrs
39 UBS GROUP AG 1.49M -792.0K (-34.7%) 25.27M -15.9M (-38.6%) 0.43% -0.227 pp 0.00% -0.002 pp USD17.28 -1.9% 14 qtrs
40 KETTLE HILL CAPITAL MANAGEMENT, LLC 1.37M +546.5K (+66.0%) 23.29M +8.4M (+56.1%) 0.39% +0.156 pp 5.20% +1.838 pp USD16.45 +3.0% 9 qtrs
41 GOTHAM ASSET MANAGEMENT, LLC 1.17M -104.9K (-8.3%) 19.75M -3.2M (-13.8%) 0.33% -0.030 pp 0.07% -0.028 pp USD17.57 -3.5% 14 qtrs
42 GOLDMAN SACHS GROUP INC 1.05M +169.0K (+19.1%) 17.83M +1.9M (+12.0%) 0.30% +0.048 pp 0.00% +0.000 pp USD16.68 +1.6% 14 qtrs
43 ENVESTNET ASSET MANAGEMENT INC 1.04M +39.4K (+3.9%) 17.60M -410.6K (-2.3%) 0.30% +0.011 pp 0.01% +0.000 pp USD17.05 -0.6% 14 qtrs
44 SKBA CAPITAL MANAGEMENT LLC 1.01M +112.2K (+12.5%) 17.05M +936.0K (+5.8%) 0.29% +0.032 pp 2.42% +0.193 pp USD15.59 +8.7% 8 qtrs
45 MARBLE HARBOR INVESTMENT COUNSEL, LLC 919.0K +17.6K (+1.9%) 15.58M -676.1K (-4.2%) 0.26% +0.005 pp 1.67% -0.037 pp USD17.49 -3.1% 14 qtrs
46 HRT FINANCIAL LP 903.9K +477.2K (+111.8%) 15.32M +7.6M (+99.2%) 0.26% +0.136 pp 0.05% +0.020 pp USD17.41 -2.6% 11 qtrs
47 RHUMBLINE ADVISERS 901.8K -31.4K (-3.4%) 15.29M -1.5M (-9.2%) 0.26% -0.009 pp 0.01% -0.001 pp USD20.73 -18.2% 14 qtrs
48 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 863.9K -184.5K (-17.6%) 14.64M -4.3M (-22.5%) 0.25% -0.053 pp 0.01% -0.003 pp USD20.14 -15.8% 14 qtrs
49 CHILTON CAPITAL MANAGEMENT LLC 790.0K -18.3K (-2.3%) 13.39M -1.2M (-8.1%) 0.23% -0.006 pp 0.46% -0.029 pp USD16.11 +5.2% 13 qtrs
50 RENAISSANCE TECHNOLOGIES LLC 774.7K -154.7K (-16.6%) 13.13M -3.6M (-21.6%) 0.22% -0.045 pp 0.02% -0.002 pp USD18.03 -6.0% 7 qtrs
51 PRINCIPAL FINANCIAL GROUP INC 756.2K -24.8K (-3.2%) 12.82M -1.3M (-9.0%) 0.22% -0.007 pp 0.01% -0.001 pp USD20.84 -18.7% 14 qtrs
52 NORTHSIDE CAPITAL MANAGEMENT, LLC 754.9K -400.0 (-0.1%) 12.80M -822.5K (-6.0%) 0.22% 0.000 pp 1.11% -0.132 pp USD15.86 +6.9% 3 qtrs
53 CAPITAL INVESTMENT ADVISORS, LLC 669.7K +37.0K (+5.8%) 11.35M -56.9K (-0.5%) 0.19% +0.010 pp 0.17% -0.014 pp USD15.59 +8.7% 8 qtrs
54 SWISS NATIONAL BANK 658.6K +11.3K (+1.7%) 11.16M -507.5K (-4.3%) 0.19% +0.003 pp 0.01% 0.000 pp USD20.74 -18.3% 14 qtrs
55 APOLLO MANAGEMENT HOLDINGS, L.P. 621.9K +621.9K (+100.0%) 10.54M +10.5M (+100.0%) 0.18% +0.178 pp 0.09% +0.086 pp USD16.95 +0.0% 1 qtrs NEW
56 ASSET MANAGEMENT ONE CO., LTD. 615.7K +108.3K (+21.3%) 10.43M +1.3M (+14.0%) 0.18% +0.031 pp 0.03% +0.003 pp USD20.07 -15.5% 14 qtrs
57 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 578.6K -26.7K (-4.4%) 9.81M -1.1M (-10.1%) 0.17% -0.008 pp 0.03% -0.004 pp USD24.04 -29.5% 15 qtrs
58 ALLIANZ ASSET MANAGEMENT GMBH 565.3K +38.3K (+7.3%) 9.58M +79.4K (+0.8%) 0.16% +0.011 pp 0.01% -0.001 pp USD16.69 +1.6% 14 qtrs
59 HSBC HOLDINGS PLC 536.9K +95.9K (+21.7%) 9.10M +1.1M (+14.5%) 0.15% +0.027 pp 0.00% +0.000 pp USD18.25 -7.1% 14 qtrs
60 NOMURA ASSET MANAGEMENT CO LTD 530.6K +20.2K (+4.0%) 8.99M -208.8K (-2.3%) 0.15% +0.006 pp 0.02% -0.001 pp USD19.79 -14.4% 14 qtrs
61 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 515.8K -158.0K (-23.4%) 8.74M -3.4M (-28.0%) 0.15% -0.045 pp 0.01% -0.006 pp USD16.90 +0.3% 4 qtrs
62 ALLIANCEBERNSTEIN L.P. 504.9K +9.2K (+1.9%) 8.56M -379.8K (-4.3%) 0.14% +0.002 pp 0.00% 0.000 pp USD20.34 -16.7% 14 qtrs
63 PRUDENTIAL FINANCIAL INC 488.0K -641.8K (-56.8%) 8.27M -12.1M (-59.4%) 0.14% -0.184 pp 0.01% -0.014 pp USD16.67 +1.7% 14 qtrs
64 FIRST NATIONAL BANK OF OMAHA 461.0K +461.0K (+100.0%) 7.88M +7.9M (+100.0%) 0.13% +0.132 pp 0.23% +0.233 pp USD16.95 +0.0% 1 qtrs NEW
65 AMERIPRISE FINANCIAL INC 463.0K -122.0K (-20.9%) 7.85M -2.7M (-25.6%) 0.13% -0.035 pp 0.00% -0.001 pp USD19.52 -13.2% 14 qtrs
66 NUVEEN, LLC 458.7K -113.4K (-19.8%) 7.77M -2.5M (-24.6%) 0.13% -0.033 pp 0.00% -0.001 pp USD16.90 +0.3% 4 qtrs
67 RETIREMENT SYSTEMS OF ALABAMA 422.0K -3.1K (-0.7%) 7.15M -511.7K (-6.7%) 0.12% -0.001 pp 0.02% -0.002 pp USD20.60 -17.7% 14 qtrs
68 POINT72 ASSET MANAGEMENT, L.P. 408.0K +55.9K (+15.9%) 6.92M +566.9K (+8.9%) 0.12% +0.016 pp 0.01% -0.003 pp USD17.88 -5.2% 2 qtrs
69 ABRDN PLC 391.2K +81.3K (+26.2%) 6.63M +1.1M (+20.5%) 0.11% +0.023 pp 0.01% +0.002 pp USD17.87 -5.1% 14 qtrs
70 SUMITOMO MITSUI TRUST HOLDINGS, INC. 381.4K -6.5K (-1.7%) 6.47M -529.6K (-7.6%) 0.11% -0.002 pp 0.00% 0.000 pp USD17.61 -3.7% 14 qtrs
71 D. E. SHAW & CO., INC. 374.7K +333.5K (+807.6%) 6.35M +5.6M (+753.2%) 0.11% +0.095 pp 0.00% +0.003 pp USD16.89 +0.4% 14 qtrs
72 MANUFACTURERS LIFE INSURANCE COMPANY, THE 327.2K -6.0K (-1.8%) 5.55M -461.7K (-7.7%) 0.09% -0.002 pp 0.00% 0.000 pp USD19.65 -13.7% 14 qtrs
73 CITIGROUP INC 326.7K +122.1K (+59.7%) 5.54M +1.8M (+50.1%) 0.09% +0.035 pp 0.00% +0.001 pp USD16.92 +0.2% 14 qtrs
74 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 318.6K -293.0 (-0.1%) 5.40M -349.4K (-6.1%) 0.09% 0.000 pp 0.01% -0.001 pp USD20.74 -18.3% 14 qtrs
75 LPL FINANCIAL LLC 315.5K -12.0K (-3.7%) 5.35M -556.5K (-9.4%) 0.09% -0.004 pp 0.00% 0.000 pp USD18.84 -10.0% 14 qtrs
76 BARCLAYS PLC 308.9K -413.6K (-57.2%) 5.24M -7.9M (-60.1%) 0.09% -0.118 pp 0.00% -0.002 pp USD16.86 +0.5% 14 qtrs
77 LOS ANGELES CAPITAL MANAGEMENT LLC 291.4K -2.2K (-0.7%) 5.18M -117.5K (-2.2%) 0.08% -0.001 pp 0.02% 0.000 pp USD18.03 -6.0% 2 qtrs
78 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 302.6K +— (+0.0%) 5.13M -326.8K (-6.0%) 0.09% 0.000 pp 0.01% -0.001 pp USD19.90 -14.8% 14 qtrs
79 WELLS FARGO & COMPANY/MN 288.4K +5.3K (+1.9%) 4.89M -216.5K (-4.2%) 0.08% +0.001 pp 0.00% 0.000 pp USD18.17 -6.7% 14 qtrs
80 DEKABANK DEUTSCHE GIROZENTRALE 303.4K +— (+0.0%) 4.74M -611.0K (-11.4%) 0.09% 0.000 pp 0.01% -0.001 pp USD19.84 -14.6% 14 qtrs
81 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 278.6K +9.8K (+3.7%) 4.72M -123.9K (-2.6%) 0.08% +0.003 pp 0.00% 0.000 pp USD19.70 -14.0% 14 qtrs
82 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 272.1K -3.4K (-1.2%) 4.61M -355.0K (-7.1%) 0.08% -0.001 pp 0.01% -0.001 pp USD20.13 -15.8% 14 qtrs
83 ROYAL BANK OF CANADA 258.4K -147.7K (-36.4%) 4.38M -2.9M (-40.2%) 0.07% -0.042 pp 0.00% -0.001 pp USD16.67 +1.7% 14 qtrs
84 COMERICA BANK 253.5K +1.2K (+0.5%) 4.30M -252.6K (-5.6%) 0.07% +0.000 pp 0.02% +0.000 pp USD15.15 +11.9% 10 qtrs
85 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 237.0K -170.5K (-41.8%) 4.02M -3.3M (-45.3%) 0.07% -0.049 pp 0.51% +0.100 pp USD17.93 -5.5% 14 qtrs
86 IEQ CAPITAL, LLC 235.0K +52.8K (+29.0%) 3.98M +698.9K (+21.3%) 0.07% +0.015 pp 0.01% +0.002 pp USD17.65 -4.0% 5 qtrs
87 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 220.5K -22.3K (-9.2%) 3.74M -639.3K (-14.6%) 0.06% -0.006 pp 0.01% -0.002 pp USD19.34 -12.4% 14 qtrs
88 SG AMERICAS SECURITIES, LLC 211.7K +127.8K (+152.5%) 3.59M +2.1M (+137.3%) 0.06% +0.037 pp 0.00% -0.001 pp USD16.90 +0.3% 14 qtrs
89 BESSEMER GROUP INC 202.5K +180.9K (+837.7%) 3.43M +3.0M (+780.0%) 0.06% +0.052 pp 0.01% +0.005 pp USD17.08 -0.8% 14 qtrs
90 STATE OF ALASKA, DEPARTMENT OF REVENUE 197.0K -1.4K (-0.7%) 3.34M -239.0K (-6.7%) 0.06% -0.001 pp 0.04% -0.001 pp USD20.65 -17.9% 14 qtrs
91 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 195.6K -2.2K (-1.1%) 3.32M -251.8K (-7.1%) 0.06% -0.001 pp 0.02% -0.001 pp USD18.37 -7.7% 14 qtrs
92 STATE OF NEW JERSEY COMMON PENSION FUND D 193.1K -7.5K (-3.8%) 3.27M -344.3K (-9.5%) 0.06% -0.002 pp 0.01% -0.002 pp USD19.90 -14.8% 14 qtrs
93 BNP PARIBAS ARBITRAGE, SNC 190.9K +83.1K (+77.1%) 3.24M +1.3M (+66.4%) 0.05% +0.024 pp 0.00% +0.000 pp USD16.51 +2.7% 5 qtrs
94 CIBC WORLD MARKET INC. 188.8K +238.0 (+0.1%) 3.20M -199.6K (-5.9%) 0.05% +0.000 pp 0.01% -0.001 pp USD16.48 +2.9% 14 qtrs
95 VAN ECK ASSOCIATES CORP 188.1K +8.9K (+4.9%) 3.19M -44.0K (-1.4%) 0.05% +0.003 pp 0.00% 0.000 pp USD19.17 -11.6% 14 qtrs
96 AMUNDI 186.0K +8.4K (+4.7%) 3.15M +2.0K (+0.1%) 0.05% +0.002 pp 0.00% 0.000 pp USD16.47 +2.9% 14 qtrs
97 FRANKLIN RESOURCES INC 185.9K -3.1K (-1.7%) 3.15M -257.3K (-7.5%) 0.05% -0.001 pp 0.00% 0.000 pp USD17.86 -5.1% 14 qtrs
98 METLIFE INVESTMENT MANAGEMENT, LLC 181.2K -9.0K (-4.7%) 3.07M -357.2K (-10.4%) 0.05% -0.003 pp 0.01% -0.002 pp USD20.61 -17.8% 14 qtrs
99 CREATIVE PLANNING 180.7K +9.4K (+5.5%) 3.06M -26.0K (-0.8%) 0.05% +0.003 pp 0.00% 0.000 pp USD17.62 -3.8% 14 qtrs
100 MACQUARIE GROUP LTD 176.9K -2.0K (-1.1%) 3.00M -227.2K (-7.0%) 0.05% -0.001 pp 0.01% +0.009 pp USD18.29 -7.3% 14 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 164 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - SuperDividend REIT ETF SRET 4.34% 10.11M 0.58%
2 Adaptiv Select ETF ADPV 4.11% 6.89M 1.00%
3 CresAlta Small and Mid-Cap ETF CVSM 2.23% 1.98M 0.55%
4 iShares Residential and Multisector Real Estate ETF REZ 1.42% 12.48M 0.48%
5 Invesco S&P MidCap Low Volatility ETF XMLV 1.20% 8.90M 0.25%
6 Cohen & Steers Real Estate Active ETF CSRE 1.12% 1.18M 0.70%
7 Virtus U.S. Dividend ETF VUS 1.12% 199.6K 0.25%
8 First Trust Small Cap BuyWrite Income ETF FTKI 1.10% 276.9K 0.86%
9 State Street SPDR Dow Jones REIT ETF RWR 0.67% 12.42M 0.25%
10 JPMorgan BetaBuilders MSCI US REIT ETF BBRE 0.64% 8.02M 0.11%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
36.0K
Cash buys
Cash sales
Net activity
-36,029
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
2026-04-14 Scott Peter A Officer F-InKind D Common Stock 36,029 17.84 642.8K 556,422 D
2026-03-06 Bohjalian Thomas N Director P-Purchase A Common Stock 10,000 18.09 180.9K 85,520 D
2026-03-04 Gabbay Daniel Officer P-Purchase A Common Stock 10 18.74 187.40 10 I
2026-02-13 Crowley Ryan E. Officer F-InKind D Common Stock 736 17.96 13.2K 198,504 D
2026-02-10 Scott Peter A Officer F-InKind D Common Stock 10,820 17.36 187.8K 592,451 D
2026-02-10 Loope Andrew Edward Officer F-InKind D Common Stock 3,650 17.36 63.4K 184,486 D
2026-02-10 Hull Robert E Officer F-InKind D Common Stock 4,097 17.36 71.1K 297,338 D
2026-02-10 Crowley Ryan E. Officer F-InKind D Common Stock 2,905 17.36 50.4K 199,240 D
2026-02-10 Callaway Amanda L Officer F-InKind D Common Stock 1,623 17.36 28.2K 135,721 D
2026-02-09 Scott Peter A Officer A-Award A Common Stock 155,867 17.13 2.67M 603,271 D
2026-02-09 Loope Andrew Edward Officer F-InKind D Common Stock 2,924 17.13 50.1K 188,136 D
2026-02-09 Hull Robert E Officer A-Award A Common Stock 33,859 17.13 580.0K 307,350 D
2026-02-09 Gabbay Daniel Officer A-Award A Common Stock 32,107 17.13 550.0K 191,158 D
2026-02-09 Crowley Ryan E. Officer F-InKind D Common Stock 968 17.13 16.6K 202,145 D
2026-02-09 Callaway Amanda L Officer A-Award A Common Stock 34,689 17.13 594.2K 140,113 D
2026-01-12 Gabbay Daniel Officer A-Award A Common Stock 159,051 17.29 2.75M 159,051 D
2026-01-03 Loope Andrew Edward Officer F-InKind D Common Stock 2,275 16.95 38.6K 158,472 D
2026-01-03 Hull Robert E Officer F-InKind D Common Stock 5,244 16.95 88.9K 273,491 D
2026-01-03 Helfrich Austen B. Officer F-InKind D Common Stock 664 16.95 11.3K 98,477 D
2026-01-03 Crowley Ryan E. Officer F-InKind D Common Stock 1,901 16.95 32.2K 170,325 D
2026-01-03 Callaway Amanda L Officer F-InKind D Common Stock 2,122 16.95 36.0K 105,424 D
2026-01-01 Scott Peter A Officer A-Award A Common Stock 6,640 16.94 112.5K 447,404 D
2026-01-01 Crowley Ryan E. Officer A-Award A Common Stock 5,844 16.94 99.0K 172,226 D
2025-12-31 Hull Robert E Officer F-InKind D Common Stock 1,156 16.95 19.6K 278,735 D
2025-12-31 Crowley Ryan E. Officer F-InKind D Common Stock 444 16.95 7.5K 166,382 D
2025-12-13 Loope Andrew Edward Officer F-InKind D Common Stock 2,686 17.18 46.1K 160,747 D
2025-12-13 Hull Robert E Officer F-InKind D Common Stock 5,682 17.18 97.6K 279,891 D
2025-12-13 Crowley Ryan E. Officer F-InKind D Common Stock 908 17.18 15.6K 166,826 D
2025-12-13 Callaway Amanda L Officer F-InKind D Common Stock 2,481 17.18 42.6K 107,546 D
2025-12-11 Hull Robert E Officer F-InKind D Common Stock 3,614 17.36 62.7K 285,573 D
2025-12-04 Callaway Amanda L Officer F-InKind D Common Stock 992 17.46 17.3K 110,027 D
2025-09-05 Wilson Julie F. Officer S-Sale D Common Stock 15,000 18.00 270.0K 113,419 D
2025-08-13 Bohjalian Thomas N Director P-Purchase A Common Stock 10,000 16.46 164.6K 75,520 D
2025-08-08 Wilson Julie F. Officer F-InKind D Common Stock 32,058 16.67 534.4K 128,419 D
2025-05-20 WOOD DONALD C Director A-Award A Common Stock 9,018 14.97 135.0K 14,918 D
2025-05-20 Vasquez Christann M Director A-Award A Partnership Units 9,018 0.00 24,589 D
2025-05-20 RUFRANO GLENN J Director A-Award A Common Stock 9,018 14.97 135.0K 19,018 D
2025-05-20 MOORE CONSTANCE B Director / Officer A-Award A Common Stock 9,018 14.97 135.0K 84,538 D
2025-05-20 Lyle Peter F SR Director A-Award A Partnership Units 16,550 0.00 38,140 D
2025-05-20 Leupp Jay P Director A-Award A Common Stock 9,018 14.97 135.0K 42,848 D
2025-05-20 Kilroy James Joseph IV Director A-Award A Common Stock 9,018 14.97 135.0K 38,790 D
2025-05-20 HENRY DAVID Director A-Award A Common Stock 9,018 14.97 135.0K 9,018 D
2025-05-20 Gupta Ajay Director A-Award A Common Stock 9,018 14.97 135.0K 35,378 D
2025-05-20 Bohjalian Thomas N Director A-Award A Common Stock 9,018 14.97 135.0K 65,520 D
2025-05-20 AGEE NANCY H Director A-Award A Partnership Units 9,018 0.00 30,780 D
2025-05-13 Bohjalian Thomas N Director P-Purchase A Common Stock 2,500 14.71 36.8K 56,502 D
2025-04-15 Scott Peter A Officer Common Stock 0 0.00 0 D
2025-04-14 MOORE CONSTANCE B Director / Officer F-InKind D Common Stock 18,877 15.83 298.8K 75,520 D
2025-02-28 Hull Robert E Officer A-Award A Common Stock 87,565 17.13 1.50M 289,187 D
2025-02-28 Helfrich Austen B. Officer A-Award A Common Stock 43,782 17.13 750.0K 99,141 D
2025-02-28 Crowley Ryan E. Officer A-Award A Common Stock 43,782 17.13 750.0K 167,734 D
2025-02-14 Crowley Ryan E. Officer F-InKind D Common Stock 923 16.49 15.2K 123,952 D
2025-02-11 Wilson Julie F. Officer A-Award A Common Stock 27,829 16.17 450.0K 160,477 D
2025-02-11 Loope Andrew Edward Officer A-Award A Common Stock 27,829 16.17 450.0K 163,433 D
2025-02-11 Hull Robert E Officer A-Award A Common Stock 30,921 16.17 500.0K 201,622 D
2025-02-11 Helfrich Austen B. Officer A-Award A Common Stock 27,829 16.17 450.0K 55,359 D
2025-02-11 Crowley Ryan E. Officer A-Award A Common Stock 27,829 16.17 450.0K 124,875 D
2025-02-11 Callaway Amanda L Officer A-Award A Common Stock 13,400 16.17 216.7K 111,019 D
2025-02-10 Helfrich Austen B. Officer F-InKind D Common Stock 205 16.27 3.3K 27,530 D
2025-01-01 Loope Andrew Edward Officer Common Stock 0 0.00 135,604 D
2025-01-01 Helfrich Austen B. Officer A-Award A Common Stock 3,984 16.94 67.5K 27,735 D
2024-12-31 Hull Robert E Officer F-InKind D Common Stock 699 16.95 11.8K 170,701 D
2024-12-31 Crowley Ryan E. Officer F-InKind D Common Stock 507 16.95 8.6K 97,046 D
2024-12-31 BRYANT JOHN M JR Officer F-InKind D Common Stock 51,110 16.95 866.3K 169,256 D
2024-12-20 Leupp Jay P Director P-Purchase A Common Stock 1,000 16.85 16.9K 33,830 D
2024-12-19 WOOD DONALD C Director P-Purchase A Common Stock 5,900 16.86 99.5K 5,900 D
2024-12-17 Hull Robert E Officer S-Sale D Common Stock 8,000 17.48 139.8K 173,400 D
2024-12-13 Lyle Peter F SR Director P-Purchase A Common Stock 10,000 17.21 172.1K 26,576 D
2024-12-11 Wilson Julie F. Officer F-InKind D Common Stock 5,760 17.40 100.2K 132,648 D
2024-12-11 Hull Robert E Officer F-InKind D Common Stock 12,496 17.40 217.4K 181,400 D
2024-12-11 Crowley Ryan E. Officer F-InKind D Common Stock 1,541 17.40 26.8K 97,553 D
2024-12-11 Callaway Amanda L Officer F-InKind D Common Stock 4,108 17.40 71.5K 97,619 D
2024-12-11 BRYANT JOHN M JR Officer F-InKind D Common Stock 12,160 17.40 211.6K 220,366 D
2024-12-09 MOORE CONSTANCE B Director / Officer A-Award A Common Stock 69,022 18.11 1.25M 94,397 D
2024-12-08 WOOD DONALD C Director Common Stock 0 0.00 0 D
2024-12-08 RUFRANO GLENN J Director Common Stock 0 0.00 10,000 D
2024-12-08 HENRY DAVID Director Common Stock 0 0.00 0 D
2024-12-05 Callaway Amanda L Officer A-Award A Common Stock 8,192 18.31 150.0K 101,727 D
2024-11-22 Bohjalian Thomas N Director P-Purchase A Common Stock 4,000 17.20 68.8K 54,002 D
2024-10-01 Helfrich Austen B. Officer Common Stock 0 0.00 23,751 D
2024-10-01 Crowley Ryan E. Officer Common Stock 0 0.00 99,094 D
2024-09-05 SINGLETON JOHN KNOX Director P-Purchase A Common Stock 3,675 18.25 67.1K 57,082
2024-09-05 Kilroy James Joseph IV Director P-Purchase A Common Stock 12,900 18.26 235.6K 25,300
2024-09-04 Bohjalian Thomas N Director P-Purchase A Common Stock 14,000 17.88 250.3K 42,252
2024-08-30 Lyle Peter F SR Director P-Purchase A Common Stock 1,272 17.74 22.6K 8,152
2024-08-29 Lyle Peter F SR Director P-Purchase A Common Stock 228 17.54 4.0K 6,880
2024-08-20 Bohjalian Thomas N Director P-Purchase A Common Stock 6,000 17.45 104.7K 28,252
2024-08-12 Bohjalian Thomas N Director P-Purchase A Common Stock 9,000 17.39 156.5K 22,252
2024-06-25 Bohjalian Thomas N Director A-Award A Common Stock 8,252 16.36 135.0K 13,252
2024-05-21 Vasquez Christann M Director A-Award A Partnership Units 8,443 0.00 15,571
2024-05-21 SINGLETON JOHN KNOX Director A-Award A Common Stock 8,443 15.99 135.0K 52,866
2024-05-21 MOORE CONSTANCE B Director A-Award A Common Stock 8,443 15.99 135.0K 25,375
2024-05-21 Lyle Peter F SR Director A-Award A Partnership Units 14,462 0.00 21,590
2024-05-21 Leupp Jay P Director A-Award A Common Stock 8,443 15.99 135.0K 32,830
2024-05-21 Kilroy James Joseph IV Director A-Award A Common Stock 8,443 15.99 135.0K 29,772
2024-05-21 Gupta Ajay Director A-Award A Common Stock 8,443 15.99 135.0K 26,360
2024-05-21 BOOTH VICKI U Director A-Award A Common Stock 8,443 15.99 135.0K 43,420
2024-05-21 Abbott John V Director A-Award A Partnership Units 8,443 0.00 15,571
2024-05-21 AGEE NANCY H Director A-Award A Partnership Units 14,634 0.00 21,762
2024-02-13 Wilson Julie F. Officer A-Award A Common Stock 22,175 15.22 337.5K 138,408
2024-02-13 Meredith Todd J Director / Officer A-Award A Common Stock 100,526 15.22 1.53M 737,098
2024-02-13 Hull Robert E Officer A-Award A Common Stock 24,639 15.22 375.0K 193,896
2024-02-13 Douglas J Christopher Officer A-Award A Common Stock 24,639 15.22 375.0K 275,958
2024-02-13 Callaway Amanda L Officer A-Award A Common Stock 10,677 15.22 162.5K 92,745
2024-02-13 BRYANT JOHN M JR Officer A-Award A Common Stock 22,175 15.22 337.5K 232,526
2024-02-01 Callaway Amanda L Officer F-InKind D Common Stock 767 16.57 12.7K 82,068
2023-12-31 Meredith Todd J Director / Officer F-InKind D Common Stock 3,105 17.23 53.5K 636,572
2023-12-31 BRYANT JOHN M JR Officer F-InKind D Common Stock 1,862 17.23 32.1K 210,351
2023-12-19 Hull Robert E Officer S-Sale D Common Stock 25,394 17.01 432.0K 169,257
2023-12-15 Wilson Julie F. Officer S-Sale D Common Stock 4,100 17.30 70.9K 116,233
2023-12-11 Wilson Julie F. Officer F-InKind D Common Stock 7,988 15.79 126.1K 120,333
2023-12-11 Meredith Todd J Director / Officer F-InKind D Common Stock 20,193 15.79 318.8K 639,677
2023-12-11 Hull Robert E Officer F-InKind D Common Stock 12,478 15.79 197.0K 194,651
2023-12-11 Douglas J Christopher Officer F-InKind D Common Stock 12,478 15.79 197.0K 251,319
2023-12-11 Callaway Amanda L Officer F-InKind D Common Stock 4,065 15.79 64.2K 82,835
2023-12-11 BRYANT JOHN M JR Officer F-InKind D Common Stock 12,142 15.79 191.7K 212,213
2023-08-16 SINGLETON JOHN KNOX Director P-Purchase A Common Stock 31,500 17.11 539.0K 50,582
2023-06-05 Vasquez Christann M Director A-Award A Partnership Units 7,128 0.00 7,128
2023-06-05 SINGLETON JOHN KNOX Director A-Award A Partnership Units 22,228 0.00 22,228
2023-06-05 MOORE CONSTANCE B Director A-Award A Common Stock 7,128 18.94 135.0K 16,932
2023-06-05 Lyle Peter F SR Director A-Award A Partnership Units 7,128 0.00 7,128
2023-06-05 Leupp Jay P Director A-Award A Common Stock 7,128 18.94 135.0K 24,387
2023-06-05 Kilroy James Joseph IV Director A-Award A Common Stock 7,128 18.94 135.0K 21,329
2023-06-05 Gupta Ajay Director A-Award A Common Stock 7,128 18.94 135.0K 17,917
2023-06-05 Braman Edward Hall Director A-Award A Common Stock 7,128 18.94 135.0K 35,693
2023-06-05 BOOTH VICKI U Director A-Award A Common Stock 7,128 18.94 135.0K 34,977
2023-06-05 BLAIR W BRADLEY II Director A-Award A Partnership Units 7,128 0.00 7,128
2023-06-05 Abbott John V Director A-Award A Partnership Units 7,128 0.00 7,128
2023-06-05 AGEE NANCY H Director A-Award A Partnership Units 7,128 0.00 7,128
2023-03-08 Kilroy James Joseph IV Director P-Purchase A Common Stock 2,400 19.02 45.6K 26,601
2023-03-06 Kilroy James Joseph IV Director P-Purchase A Common Stock 10,000 19.27 192.7K 24,201
2023-02-02 Callaway Amanda L Officer F-InKind D Common Stock 336 21.95 7.4K 86,900
2023-01-04 Wilson Julie F. Officer A-Award A Common Stock 17,642 19.13 337.5K 128,321
2023-01-04 Meredith Todd J Officer A-Award A Common Stock 59,984 19.13 1.15M 659,870
2023-01-04 Hull Robert E Officer A-Award A Common Stock 19,603 19.13 375.0K 207,129
2023-01-04 Douglas J Christopher Officer A-Award A Common Stock 19,603 19.13 375.0K 263,797
2023-01-04 Callaway Amanda L Officer A-Award A Common Stock 8,495 19.13 162.5K 87,236
2023-01-04 BRYANT JOHN M JR Officer A-Award A Common Stock 17,642 19.13 337.5K 224,355
2023-01-01 Douglas J Christopher Officer A-Award A Common Stock 5,296 18.88 100.0K 244,194
2022-12-31 Meredith Todd J Officer F-InKind D Common Stock 3,155 19.27 60.8K 599,886
2022-12-31 Hull Robert E Officer F-InKind D Common Stock 265 19.27 5.1K 187,526
2022-12-31 BRYANT JOHN M JR Officer F-InKind D Common Stock 1,892 19.27 36.5K 206,713
2022-12-13 Hull Robert E Officer S-Sale D Common Stock 7,341 20.13 147.8K 187,791
2022-12-13 BRYANT JOHN M JR Officer S-Sale D Common Stock 6,800 20.13 136.9K 208,605
2022-12-12 Wilson Julie F. Officer A-Award A Common Stock 23,041 19.53 450.0K 110,679
2022-12-12 Meredith Todd J Officer A-Award A Common Stock 43,523 19.53 850.0K 603,041
2022-12-12 Hull Robert E Officer A-Award A Common Stock 25,602 19.53 500.0K 195,132
2022-12-12 Douglas J Christopher Officer A-Award A Common Stock 25,602 19.53 500.0K 238,898
2022-12-12 BRYANT JOHN M JR Officer A-Award A Common Stock 23,041 19.53 450.0K 215,405
2022-12-10 Wilson Julie F. Officer F-InKind D Common Stock 5,447 19.69 107.3K 87,638
2022-12-10 Meredith Todd J Officer F-InKind D Common Stock 25,746 19.69 506.9K 559,518
2022-12-10 Hull Robert E Officer F-InKind D Common Stock 16,209 19.69 319.2K 169,530
2022-12-10 Douglas J Christopher Officer F-InKind D Common Stock 16,209 19.69 319.2K 213,296
2022-12-10 Callaway Amanda L Officer F-InKind D Common Stock 6,443 19.69 126.9K 78,741
2022-12-10 BRYANT JOHN M JR Officer F-InKind D Common Stock 16,209 19.69 319.2K 192,364
2022-07-20 Wilson Julie F. Officer D-Return D Common Stock 93,085 0.00 0
2022-07-20 Vasquez Christann M Director D-Return D Common Stock 28,535 0.00 0
2022-07-20 SINGLETON JOHN KNOX Director D-Return D Common Stock 19,083 0.00 0
2022-07-20 Meredith Todd J Director / Officer D-Return D Common Stock 585,264 0.00 0
2022-07-20 Lyle Peter F SR Director D-Return D Common Stock 6,652 0.00 0
2022-07-20 Kilroy James Joseph IV Director D-Return D Common Stock 9,921 0.00 0
2022-07-20 Hull Robert E Officer D-Return D Common Stock 16 0.00 0
2022-07-20 Gupta Ajay Director D-Return D Common Stock 6,509 0.00 0
2022-07-20 Douglas J Christopher Officer D-Return D Common Stock 229,505 0.00 0
2022-07-20 Callaway Amanda L Officer D-Return D Common Stock 85,184 0.00 0
2022-07-20 Braman Edward Hall Director D-Return D Common Stock 24,285 0.00 0
2022-07-20 BRYANT JOHN M JR Officer D-Return D Common Stock 208,574 0.00 0
2022-07-20 Abbott John V Director D-Return D Common Stock 13,161 0.00 0
2022-07-20 AGEE NANCY H Director D-Return D Common Stock 31,789 0.00 0
2022-05-13 Vasquez Christann M Director A-Award A Common Stock 3,355 29.80 100.0K 28,535
2022-05-13 SINGLETON JOHN KNOX Director A-Award A Common Stock 3,355 29.80 100.0K 38,197
2022-05-13 Lyle Peter F SR Director A-Award A Common Stock 3,355 29.80 100.0K 12,296
2022-05-13 Kilroy James Joseph IV Director A-Award A Common Stock 3,355 29.80 100.0K 9,921
2022-05-13 Gupta Ajay Director A-Award A Common Stock 3,355 29.80 100.0K 6,509
2022-05-13 Braman Edward Hall Director A-Award A Common Stock 3,355 29.80 100.0K 24,285
2022-05-13 Abbott John V Director A-Award A Common Stock 3,355 29.80 100.0K 13,161
2022-05-13 AGEE NANCY H Director A-Award A Common Stock 3,355 29.80 100.0K 31,789
2022-03-11 MOORE CONSTANCE B Director 0 0.00 0
2022-03-11 Block Reshma Director 0 0.00 0
2022-02-28 Milligan Robert A Officer A-Award A Common Stock 31,082 31.04 964.8K 207,896
2022-02-28 Houghton Amanda Officer A-Award A Common Stock 23,312 31.04 723.6K 119,201
2022-02-22 Wilson Julie F. Officer A-Award A Common Stock 10,586 30.85 326.6K 93,085
2022-02-22 Meredith Todd J Director / Officer A-Award A Common Stock 29,562 30.85 912.0K 585,264
2022-02-22 Hull Robert E Officer A-Award A Common Stock 14,294 30.85 441.0K 185,739
2022-02-22 Douglas J Christopher Officer A-Award A Common Stock 15,089 30.85 465.5K 229,505
2022-02-22 Callaway Amanda L Officer A-Award A Common Stock 6,879 30.85 212.2K 85,184
2022-02-22 BRYANT JOHN M JR Officer A-Award A Common Stock 14,294 30.85 441.0K 208,574
2022-02-03 Callaway Amanda L Officer F-InKind D Common Stock 249 30.70 7.6K 78,305
2022-01-05 Milligan Robert A Officer F-InKind D Common Stock 7,282 33.83 246.4K 176,814
2022-01-05 Houghton Amanda Officer F-InKind D Common Stock 5,349 33.83 181.0K 95,889
2022-01-03 Wilson Julie F. Officer A-Award A Common Stock 17,308 31.48 544.9K 82,499
2022-01-03 Meredith Todd J Director / Officer A-Award A Common Stock 55,263 31.48 1.74M 555,702
2022-01-03 Hull Robert E Officer A-Award A Common Stock 20,920 31.48 658.6K 171,445
2022-01-03 Douglas J Christopher Officer A-Award A Common Stock 21,420 31.48 674.3K 214,416
2022-01-03 Callaway Amanda L Officer A-Award A Common Stock 9,705 31.48 305.5K 78,554
2022-01-03 BRYANT JOHN M JR Officer A-Award A Common Stock 19,729 31.48 621.1K 194,280
2022-01-02 Milligan Robert A Officer F-InKind D Common Stock 10,625 33.39 354.8K 184,096
2022-01-02 Houghton Amanda Officer F-InKind D Common Stock 9,069 33.39 302.8K 101,238
2022-01-01 Douglas J Christopher Officer A-Award A Common Stock 3,180 31.43 99.9K 192,996
2021-12-31 Meredith Todd J Director / Officer F-InKind D Common Stock 3,245 31.64 102.7K 500,439

Executive team

Top executives
EBIT / Employee
-80.0K
Shares Outstanding
348.85M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Peter A. Scott President and Chief Executive Officer, effective April 15, 2025 534.1K 10.34M 1.98M 12.86M 80.41%
2 2025 Robert E. Hull Executive Vice President and Chief Operating Officer 500.0K 2.90M 1.31M 11.8K 4.72M 61.45%
3 2025 Austen B. Helfrich Former Executive Vice President and Chief Financial Officer, effective October 1, 2024 through January 11, 2026 405.0K 2.09M 1.30M 3.79M 55.16%
4 2025 Ryan E. Crowley Executive Vice President and Chief Investments Officer, effectiv e October 1, 2024 450.0K 2.01M 1.24M 3.70M 54.37%
5 2025 Julie F. Wilson Former Executive Vice President and Chief Administrative Officer through December 31, 2025 450.0K 1.27M 1.06M 709.8K 3.49M 36.48%
6 2025 Andrew E. Loope Executive Vice President, General Counsel, and Secretary, effective January 1, 2025 450.0K 1.26M 1.12M 2.83M 44.61%
7 2025 Constance B. Moore Former Interim President and Chief Executive Officer, effective November 11, 2024 through April 14, 2025 705.0K 705.0K 0.00%
8 2024 Todd J. Meredith Former President and Chief Executive Officer, through November 10, 2024 730.9K 5.44M 872.1K 411.9K 7.45M 72.96%
9 2024 Robert E. Hull Executive Vice President, Investments 500.0K 1.33M 1.01M 2.84M 46.93%
10 2024 Robert E. Hull Executive Vice President and Chief Operating Officer 500.0K 1.33M 1.01M 2.84M 46.93%
11 2024 Julie F. Wilson Executive Vice President, Operations 450.0K 1.20M 875.7K 2.53M 47.50%
12 2024 Julie F. Wilson Former Executive Vice President and Chief Administrative Officer through December 31, 2025 450.0K 1.20M 875.7K 2.53M 47.50%
13 2024 J. Christopher Douglas Former Executive Vice President and Chief Financial Officer, through September 30, 2024 376.9K 1.33M 241.3K 574.3K 2.52M 52.77%
14 2024 John M. Bryant, Jr. Former Executive Vice President and General Counsel, through December 31, 2024 450.0K 1.20M 847.1K 2.50M 48.04%
15 2024 Constance B. Moore Former Interim President and Chief Executive Officer, effective November 11, 2024 through April 14, 2025 363.8K 312.5K 1.38M 2.06M 67.19%
16 2024 Constance B. Moore* Interim President and Chief Executive Officer, effective November 11, 2024 363.8K 312.5K 1.38M 2.06M 67.19%
17 2024 Ryan E. Crowley Executive Vice President and Chief Investments Officer, effectiv e October 1, 2024 287.5K 795.5K 398.4K 1.48M 53.70%
18 2024 Austen B. Helfrich Former Executive Vice President and Chief Financial Officer, effective October 1, 2024 through January 11, 2026 327.0K 301.8K 217.1K 845.9K 35.68%
19 2024 Austen B. Helfrich Executive Vice President and Chief Financial Officer, effective October 1, 2024 327.0K 301.8K 217.1K 845.9K 35.68%
20 2023 Todd J. Meredith President and Chief Executive Officer 850.0K 4.38M 1.05M 6.28M 69.76%
21 2023 Todd J. Meredith Former President and Chief Executive Officer, through November 10, 2024 850.0K 4.38M 1.05M 6.28M 69.76%
22 2023 J. Christopher Douglas Former Executive Vice President and Chief Financial Officer, through September 30, 2024 450.0K 1.53M 583.2K 2.56M 59.72%
23 2023 J. Christopher Douglas Executive Vice President and Chief Financial Officer 450.0K 1.53M 583.2K 2.56M 59.72%
24 2023 Robert E. Hull Executive Vice President and Chief Operating Officer 500.0K 1.43M 583.2K 2.51M 56.93%
25 2023 Robert E. Hull Executive Vice President, Investments 500.0K 1.43M 583.2K 2.51M 56.93%
26 2023 Robert E. Hull Executive Vice President, Investments 500.0K 1.43M 583.2K 2.51M 56.93%
27 2023 Julie F. Wilson Former Executive Vice President and Chief Administrative Officer through December 31, 2025 450.0K 1.29M 524.9K 2.26M 56.93%
28 2023 Julie F. Wilson Executive Vice President, Operations 450.0K 1.29M 524.9K 2.26M 56.93%
29 2023 Julie F. Wilson Executive Vice President, Operations 450.0K 1.29M 524.9K 2.26M 56.93%
30 2023 John M. Bryant, Jr. Executive Vice President and General Counsel 450.0K 1.29M 472.3K 2.21M 58.28%
31 2023 John M. Bryant, Jr. Former Executive Vice President and General Counsel, through December 31, 2024 450.0K 1.29M 472.3K 2.21M 58.28%
32 2022 Todd J. Meredith Former President and Chief Executive Officer, through November 10, 2024 850.0K 6.32M 1.42M 8.60M 73.56%
33 2022 Todd J. Meredith President and Chief Executive Officer 850.0K 6.32M 1.42M 8.60M 73.56%
34 2022 J. Christopher Douglas Former Executive Vice President and Chief Financial Officer, through September 30, 2024 450.0K 2.66M 753.4K 3.87M 68.88%
35 2022 J. Christopher Douglas Executive Vice President and Chief Financial Officer 450.0K 2.66M 753.4K 3.87M 68.88%
36 2022 Robert E. Hull Executive Vice President, Investments 500.0K 2.52M 753.4K 12.6K 3.79M 66.59%
37 2022 Robert E. Hull Executive Vice President, Investments 500.0K 2.52M 753.4K 12.6K 3.79M 66.59%
38 2022 John M. Bryant, Jr. Former Executive Vice President and General Counsel, through December 31, 2024 450.0K 2.34M 678.0K 3.47M 67.50%
39 2022 John M. Bryant, Jr. Executive Vice President and General Counsel 450.0K 2.34M 678.0K 3.47M 67.50%
40 2022 Julie F. Wilson Executive Vice President, Operations 450.0K 2.15M 678.0K 3.28M 65.61%
41 2022 Julie F. Wilson Executive Vice President, Operations 450.0K 2.15M 678.0K 3.28M 65.61%
42 2021 Todd J. Meredith President and Chief Executive Officer 800.0K 952.0K 1.38M 108.2K 3.24M 29.35%
43 2021 Robert E. Hull Executive Vice President, Investments 337.5K 684.0K 667.1K 67.5K 1.76M 38.95%
44 2021 J. Christopher Douglas Executive Vice President and Chief Financial Officer 451.3K 531.9K 704.2K 67.5K 1.75M 30.31%
45 2021 John M. Bryant, Jr. Executive Vice President and General Counsel 378.0K 567.0K 667.1K 21.1K 1.63M 34.71%
46 2021 Julie F. Wilson Executive Vice President, Operations 387.5K 221.0K 557.6K 38.2K 1.20M 18.35%
47 2020 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 975.0K 3.34M 1.71M 15.5K 6.04M 55.33%
48 2020 Todd J. Meredith President and Chief Executive Officer 800.0K 816.7K 1.14M 63.8K 2.82M 28.92%
49 2020 Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 600.0K 927.7K 525.0K 23.7K 2.08M 44.68%
50 2020 Robert E. Hull Executive Vice President, Investments 337.5K 617.4K 551.3K 77.9K 1.58M 38.98%
51 2020 Amanda L. Houghton Executive Vice President - Asset Management 450.0K 737.6K 339.8K 26.1K 1.55M 47.48%
52 2020 J. Christopher Douglas Executive Vice President and Chief Financial Officer 475.0K 414.3K 581.9K 61.2K 1.53M 27.04%
53 2020 John M. Bryant, Jr. Executive Vice President and General Counsel 378.0K 500.5K 551.3K 46.5K 1.48M 33.90%
54 2019 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 900.0K 3.73M 1.79M 23.1K 6.44M 57.84%
55 2019 Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 500.0K 1.04M 498.0K 18.7K 2.05M 50.45%
56 2019 Amanda L. Houghton Executive Vice President - Asset Management 425.0K 879.8K 397.8K 23.7K 1.73M 50.96%
57 2018 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 900.0K 4.66M 1.30M 17.9K 6.87M 67.78%
58 2018 Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 500.0K 1.42M 360.0K 17.1K 2.30M 61.82%
59 2018 Amanda L. Houghton Executive Vice President - Asset Management 425.0K 1.00M 306.0K 18.5K 1.75M 57.16%
60 2017 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 900.0K 2.00M 3.00M 2.57M 17.0K 8.49M 35.33%
61 2017 Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 400.0K 1.00M 700.0K 17.6K 2.12M 33.06%
62 2017 Amanda L. Houghton Executive Vice President - Asset Management 300.0K 300.0K 430.5K 17.6K 1.05M 28.62%
63 2017 Mark D. Engstrom Executive Vice President - Acquisitions 201.9K 300.0K 225.7K 727.6K 41.23%
64 2016 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 850.0K 7.11M 2.35M 19.6K 10.33M 68.87%
65 2016 Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 350.0K 100.0K 800.0K 490.0K 17.7K 1.76M 45.52%
66 2016 Mark D. Engstrom Executive Vice President - Acquisitions 350.0K 400.0K 340.6K 17.7K 1.11M 36.09%
67 2016 Amanda L. Houghton Executive Vice President - Asset Management 274.0K 400.0K 250.0K 17.7K 941.7K 42.48%
68 2015 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 800.0K 2.40M 1.60M 19.4K 4.82M 49.80%
69 2015 Amanda L. Houghton Executive Vice President - Asset Management 297.9K 400.0K 300.0K 17.5K 1.02M 39.39%
70 2015 Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 300.0K 300.0K 300.0K 17.5K 917.5K 32.70%
71 2015 Mark D. Engstrom Executive Vice President - Acquisitions 325.0K 300.0K 200.0K 17.5K 842.5K 35.61%
72 2014 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 800.0K 2.36M 2.35M 16.5K 5.53M 42.68%
73 2014 Mark D. Engstrom Executive Vice President - Acquisitions 325.0K 393.2K 349.4K 26.9K 1.09M 35.93%
74 2014 Amanda L. Houghton Executive Vice President - Asset Management 275.0K 319.5K 385.0K 26.9K 1.01M 31.74%
75 2014 Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 237.1K 246.0K 312.0K 12.6K 807.7K 30.46%
76 2014 Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 237.1K 246.0K 312.0K 12.6K 807.7K 30.46%
77 2014 Kellie S. Pruitt Former Chief Financial Officer, Secretary and Treasurer 262.5K 459.3K 34.0K 755.8K 60.77%
78 2013 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 800.0K 2.51M 1.30M 14.2K 4.62M 54.26%
79 2013 Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) 800.0K 2.51M 1.30M 14.2K 4.62M 54.26%
80 2013 Mark D. Engstrom Executive Vice President - Acquisitions 325.0K 350.0K 24.4K 699.4K 0.00%
81 2013 Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 350.0K 300.0K 24.4K 674.4K 0.00%
82 2013 Kellie S. Pruitt Former Chief Financial Officer, Secretary and Treasurer 350.0K 300.0K 24.4K 674.4K 0.00%
83 2013 Amanda L. Houghton Executive Vice President - Asset Management 275.0K 250.0K 24.4K 549.4K 0.00%
84 2012 Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) 750.0K 4.54M 8.47M 152.3K 13.91M 60.87%
85 2012 Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) 750.0K 4.54M 8.47M 152.3K 13.91M 60.87%
86 2012 Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 300.0K 300.0K 2.36M 85.8K 3.05M 77.52%
87 2012 Kellie S. Pruitt Former Chief Financial Officer, Secretary and Treasurer 300.0K 300.0K 2.36M 85.8K 3.05M 77.52%
88 2012 Mark D. Engstrom Executive Vice President - Acquisitions 300.0K 225.0K 2.02M 85.8K 2.63M 76.82%
89 2012 Amanda L. Houghton Executive Vice President - Asset Management 214.6K 175.0K 1.90M 44.7K 2.33M 81.36%
90 2011 Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) 750.0K 2.24M 1.60M 302.7K 4.89M 32.69%
91 2011 Mark D. Engstrom Executive Vice President - Acquisitions 300.0K 200.0K 800.0K 125.2K 1.43M 56.13%
92 2011 Mark D. Engstrom Executive Vice President — Acquisitions 300.0K 200.0K 800.0K 125.2K 1.43M 56.13%
93 2011 Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 300.0K 200.0K 800.0K 123.3K 1.42M 56.21%
94 2011 Executive Vice President — 165.0K 75.0K 50.0K 22.7K 312.7K 15.99%
95 2011 Amanda L. Houghton Executive Vice President - Asset Management 165.0K 75.0K 50.0K 22.7K 312.7K 15.99%
96 2010 Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) 655.2K 1.83M 1.10M 217.0K 3.80M 28.97%
97 2010 Scott D. Peters Chief Executive Officer, President and Chairman of the 655.2K 1.50M 3.80M 0.00%
98 2010 Mark D. Engstrom Executive Vice President — Acquisitions 275.0K 275.0K 500.0K 41.9K 1.09M 45.79%
99 2010 Mark D. Engstrom Executive Vice President - Acquisitions 275.0K 275.0K 500.0K 41.9K 1.09M 45.79%
100 2010 Mark D. Engstrom Executive Vice President — 275.0K 275.0K 1.09M 0.00%
101 2010 Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 207.9K 225.0K 500.0K 40.6K 973.5K 51.36%
102 2009 Scott D. Peters Chief Executive Officer, President and Chairman of the 504.8K 1.20M 2.90M 0.00%
103 2009 Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) 504.8K 1.20M 750.0K 375.0K 67.6K 2.90M 25.89%
104 2009 Mark D. Engstrom Executive Vice President — Acquisitions 252.4K 110.0K 400.0K 26.6K 789.0K 50.70%
105 2009 Mark D. Engstrom Executive Vice President — Acquisitions 252.4K 110.0K 789.0K 0.00%
106 2009 Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) 168.9K 125.0K 250.0K 3.0K 547.0K 45.71%
107 2008 Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) 148.3K 58.3K 400.0K 2.3K 608.9K 65.69%
108 2008 Scott D. Peters Chief Executive Officer, President and Chairman of the 148.3K 58.3K 608.9K 0.00%
109 2008 Scott D. Peters Chief Executive Officer and President 148.3K 58.3K 17.0K 2.3K 226.0K 7.54%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2025-04-08 DEFA14A
2025-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-05 8-K
2026-05-01 10-Q
2026-04-30 SC 13G
2026-04-30 8-K
2026-04-29 SC 13G
2026-04-15 4
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2026-04-07 ARS

Executive team

NameTitleCompensationGender
Peter A. Scott President, Chief Executive Officer & Director 3M male
Robert E. Hull Executive Vice President & Chief Operating Officer 2M male
Ryan E. Crowley Executive Vice President & Chief Investment Officer 2M male
Andrew E. Loope Executive VP, General Counsel & Secretary 2M male
Daniel Gabbay Executive Vice President & Chief Financial Officer 544.1K male
Ronald Hubbard Vice President of Investor Relations male
Amanda L. Callaway Senior Vice President & Chief Accounting Officer female
Tonya Scharf Senior VP & Senior General Counsel female
Bethany A. Mancini Associate Vice President of Corporate Communications female
Doris Lo First Vice President of Corporate Finance female
Jameson J. Bennett First VP & Director of Corporate Finance male
Rob Tanner First Vice President of Technology and Analytics
ESG Rating
B
REIT - HEALTHCARE FACILITIES
2019
E (Environmental)
64.8 / 68.8
Company / Sector avg.
S (Social)
73.4 / 72.3
Company / Sector avg.
G (Governance)
72.0 / 69.5
Company / Sector avg.
ESG Total
70.1 / 70.2
Company / Sector avg.
ESG Score History REIT - HEALTHCARE FACILITIES
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2022-07-20 2022-08-22 Gary Peters MI Self Exchange $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-03-14 2023-04-07 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-11-03 2022-12-06 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2019-02-20 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits