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Independence Realty Trust, Inc. (IRT)

USD16.84 +0.10 (+0.60%)
US NYSE Real Estate REIT - Residential
Address 1835 Market Street 19103
Philadelphia, PA, US
CEO Scott F. Schaeffer
IPO 2013-08-13
CIK 1466085 ISIN US45378A1060

Explore sections of this company profile

Description

Independence Realty Trust (IRT), publicly traded as NYSE: IRT, operates as a real estate investment trust specializing in owning and managing multifamily apartment communities. Their portfolio is concentrated in non-gateway U.S. markets such as Atlanta, Louisville, Memphis, and Raleigh. The company's strategy involves establishing a strong presence in select, amenity-rich submarkets, which are identified by features like excellent school systems, quality retail establishments, and significant employment hubs. Ultimately, IRT seeks to deliver appealing risk-adjusted returns to its shareholders. This is accomplished through meticulous portfolio oversight, robust operational execution, and a reliable return on capital, generated via both dividend distributions and asset value appreciation.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
TSR OP MKT 2015-05-29 View
IRT OP IRT 2021-08-17 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
USD16.84 +0.10 (+0.60%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.97
Float Shares
233.84M
Free Float %
99.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.06% +0.61% +6.88% +3.33% -0.60% -5.84% -14.76% -3.97% +4.91% +116.58% +94.79%
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 (27 ratings, all time) Buy
Price Targets & DCF
Current price
16.84
Low 18.00 +6.9%
Consensus 19.75 +17.3%
Median 19.50 +15.8%
High 22.00 +30.6%
DCF (Unlevered) 26.92 +59.9%
DCF (Levered) 4.93 -70.7%

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) 71% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 8 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
19.00
+12.8%
Last Quarter 1
19.00
+12.8%
Last Year 7
19.93
+18.3%
All Time 15
20.77
+23.3%
Quality scores
Altman Z-Score
0.92
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +2.8% Q1'26: +2.5% (vs Q1'25)
  • EPS growth
    +41.2% Q1'26: -101.4% (vs Q1'25)
  • FCF margin
    Q1'26: +19.2% (vs Q1'25)
  • EBIT margin
    Q1'26: +12.5% (vs Q1'25)
  • ROIC
    Q1'26: +1.4% (vs Q1'25)
  • Share dilution
    +4.1% Q1'26: +4.5% (vs Q1'25)
  • Debt / EBITDA
    6.00× Q1'26: 7.14× (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 (0.99) × ERP
WACC = 63% × Ke + 37% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 26.31 Current price: 16.84
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 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
4 EPS Ana.
Dec 2027
5 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
49.20M
est: 120.86M (-59.3%)
109.58M
est: 109.93M (-0.3%)
153.39M
est: 154.25M (-0.6%)
161.22M
est: 162.13M (-0.6%)
191.23M
est: 190.08M (+0.6%)
203.22M
est: 203.70M (-0.2%)
211.91M
est: 210.72M (+0.6%)
250.25M
est: 234.59M (+6.7%)
628.53M
est: 629.08M (-0.1%)
660.98M
est: 650.10M (+1.7%)
640.04M
est: 642.43M (-0.4%)
657.70M
est: 660.19M (-0.4%)
674.96M
671.40M – 679.16M
+2.2% YoY
695.89M
692.22M – 700.23M
+3.1% YoY
740.80M
736.89M – 745.42M
+6.5% YoY
772.90M
768.82M – 777.72M
+4.3% YoY
EBITDA
21.06M
est: 56.92M (-63.0%)
38.28M
est: 63.40M (-39.6%)
74.49M
est: 70.74M (+5.3%)
79.63M
est: 147.86M (-46.1%)
97.04M
est: 117.90M (-17.7%)
103.18M
est: 173.55M (-40.5%)
112.05M
est: 168.63M (-33.6%)
158.84M
est: 149.47M (+6.3%)
460.46M
est: 493.51M (-6.7%)
291.08M
est: 381.31M (-23.7%)
350.28M
est: 376.81M (-7.0%)
379.95M
est: 387.22M (-1.9%)
395.89M
393.80M – 398.35M
+2.2% YoY
408.16M
406.01M – 410.71M
+3.1% YoY
434.51M
432.21M – 437.21M
+6.5% YoY
453.33M
450.94M – 456.16M
+4.3% YoY
EBIT
11.44M
est: 19.15M (-40.3%)
53.71M
est: 5.08M (+956.3%)
25.98M
est: 39.58M (-34.4%)
60.14M
est: 67.44M (-10.8%)
62.62M
est: 55.90M (+12.0%)
50.37M
est: 64.20M (-21.5%)
51.37M
est: 67.14M (-23.5%)
81.93M
est: 49.18M (+66.6%)
207.61M
est: 52.57M (+295.0%)
72.11M
est: 153.02M (-52.9%)
129.77M
est: 151.21M (-14.2%)
136.71M
est: 155.39M (-12.0%)
158.87M
158.03M – 159.86M
+2.2% YoY
163.80M
162.93M – 164.82M
+3.1% YoY
174.37M
173.45M – 175.45M
+6.5% YoY
181.92M
180.96M – 183.06M
+4.3% YoY
Net Income
2.94M
est: 9.18M (-68.0%)
28.24M
est: 83.60M (-66.2%)
-9.80M
est: -7.93M (-23.6%)
30.21M
est: 54.84M (-44.9%)
26.29M
est: 29.39M (-10.6%)
45.90M
est: 56.49M (-18.8%)
14.77M
est: 19.84M (-25.6%)
44.59M
est: 39.56M (+12.7%)
117.25M
est: 89.89M (+30.4%)
-17.23M
est: -9.05M (-90.3%)
39.29M
est: 57.06M (-31.1%)
56.56M
est: 43.67M (+29.5%)
35.86M
35.59M – 36.13M
-17.9% YoY
39.81M
39.51M – 40.10M
+11.0% YoY
65.38M
64.89M – 65.87M
+64.2% YoY
65.73M
65.28M – 66.26M
+0.5% YoY
SGA
2.87M
est: 6.49M (-55.7%)
7.79M
est: 15.64M (-50.2%)
10.86M
est: 11.47M (-5.3%)
9.53M
est: 14.54M (-34.5%)
10.82M
est: 11.82M (-8.5%)
12.75M
est: 16.57M (-23.1%)
15.10M
est: 23.99M (-37.1%)
18.61M
est: 18.89M (-1.5%)
26.26M
est: 33.37M (-21.3%)
22.77M
est: 24.50M (-7.1%)
24.25M
est: 24.22M (+0.1%)
est: 24.88M (-100.0%)
25.44M
25.31M – 25.60M
+2.2% YoY
26.23M
26.09M – 26.39M
+3.1% YoY
27.92M
27.78M – 28.10M
+6.5% YoY
29.13M
28.98M – 29.32M
+4.3% YoY
EPS
0.14
est: -0.18 (+180.0%)
0.78
est: 0.54 (+45.3%)
-0.19
est: -0.11 (-80.8%)
0.41
est: 0.41 (+0.8%)
0.30
est: 0.50 (-40.4%)
0.07
est: 0.40 (-81.4%)
-0.23
est: 0.08 (-376.0%)
0.08
est: 0.23 (-67.4%)
0.15
est: 0.44 (-65.7%)
-0.08
est: -0.04 (-99.3%)
0.17
est: 0.24 (-30.0%)
0.24
est: 0.19 (+29.1%)
0.15
0.15 – 0.15
-17.9% YoY
0.17
0.17 – 0.17
+11.0% YoY
0.28
0.28 – 0.28
+64.2% YoY
0.28
0.28 – 0.28
+0.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 Wells Fargo Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-08 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-07 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-06 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-05 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-04 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-01 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-30 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-29 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-28 B- 2/5 3/5 2/5 3/5 2/5 1/5 3/5
2026-04-27 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-24 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-23 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-22 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-21 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-20 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-17 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-16 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-15 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
150.22M
OE per share TTM
0.63
Owner's Yield
3.77%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
52.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
118
Total invested
159.00M
Insider transactions (90d)
1
Beneficial owners (>5%)
27
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. 39.46M 17.80% 38.81M 39.46M HC Delaware 2022-04-08
2 The Vanguard Group - 23-1945930 24.33M 11.00% 338.9K 23.83M 495.4K IA Pennsylvania 2022-04-08
3 85-4328500 14.64M 6.50% 14.59M 14.64M IA Maryland 2024-11-14
4 Israel A. Englander 13.66M 6.20% 13.66M 13.66M IN 2022-03-14
5 Millennium Group Management LLC 13.66M 6.20% 13.66M 13.66M OO 2022-03-14
6 Millennium Management LLC 13.66M 6.20% 13.66M 13.66M OO 2022-03-14
7 Wellington Group Holdings LLP 11.36M 5.05% 9.34M HC Massachusetts 2024-11-08
8 Wellington Investment Advisors Holdings LLP 11.36M 5.05% 9.34M HC Massachusetts 2024-11-08
9 Wellington Management Group LLP 11.36M 5.05% 9.34M HC Massachusetts 2024-11-08
10 Deutsche Bank AG* 5.94M 2.69% 3.97M 5.88M FI Federal Republic Germany 2022-02-17
11 STATE STREET CORPORATION 5.55M 2.71% 4.64M 5.55M HC 2022-02-09
12 RREEF America, L.L.C. 5.16M 4.91% 3.20M 5.16M IA 2022-02-11
13 13-3127734 3.78M 3.99% 3.78M 3.78M HC Delaware 2021-02-11
14 26-0385758 3.78M 3.99% 3.78M 3.78M IA Delaware 2021-02-11
15 5.4%** 3.75M 5.40% 3.75M 3.75M HC, IN Delaware 2017-02-10
16 10 3.46M 5.00% 3.46M 3.46M HC, CO Delaware 2017-02-10
17 DWS Investment Management Americas Inc. 1.26M 0.86% 1.26M 681.8K IA 2022-02-11
18 DWS International GmbH 578.1K 0.55% 578.1K 23.0K IA 2022-02-11
19 DWS Invest 200.1K 0.19% 200.1K FI 2022-02-11
20 DWS Investment GmbH 175.4K 0.17% 175.4K FI 2022-02-11
21 DWS Trust Company 20.9K 0.02% IA 2022-02-11
22 DWS CH AG 4.9K 0.00% 4.9K FI 2022-02-11
23 DBX Advisors LLC 1.5K 0.00% 1.5K 1.5K IA 2022-02-11
24 ALEXANDER KLABIN 0.00% IN UNITED STATES 2017-02-10
25 DOUGLAS SILVERMAN 0.00% IN UNITED STATES 2017-02-10
26 Monarch GP LLC 0.00% OO Delaware 2017-02-10
27 SENATOR INVESTMENT GROUP LP 0.00% IA, PN DELAWARE 2017-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
118
-255 vs prev Q
New positions
10
Closed positions
264
Increased
38
Reduced
49
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. 7.41M +7.4M (+100.0%) 129.46B +129.5B (+100.0%) 3.04% +3.039 pp 0.20% +0.195 pp USD17.48 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 35.78M +1.0M (+3.0%) 625.47M +56.1M (+9.9%) 14.68% -0.194 pp 0.01% +0.001 pp USD20.33 -14.0% 6 qtrs
3 VANGUARD GROUP INC 33.24M +250.5K (+0.8%) 580.95M +40.3M (+7.5%) 13.64% -0.489 pp 0.01% +0.000 pp USD19.01 -8.0% 48 qtrs
4 STATE STREET CORP 13.07M +76.6K (+0.6%) 230.71M +15.5M (+7.2%) 5.37% -0.202 pp 0.01% +0.000 pp USD19.26 -9.2% 46 qtrs
5 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 10.17M -1.7M (-14.5%) 177.78M -17.3M (-8.9%) 4.17% -0.924 pp 0.11% -0.007 pp USD16.65 +5.0% 14 qtrs
6 ALLIANCEBERNSTEIN L.P. 8.68M -437.7K (-4.8%) 151.78M +2.3M (+1.5%) 3.56% -0.343 pp 0.05% +0.001 pp USD18.41 -5.1% 42 qtrs
7 UBS GROUP AG 7.70M +6.0M (+359.4%) 134.52M +107.1M (+389.9%) 3.16% +2.440 pp 0.02% +0.018 pp USD17.64 -0.9% 45 qtrs
8 PRUDENTIAL FINANCIAL INC 6.67M +2.3M (+53.1%) 116.62M +45.2M (+63.3%) 2.74% +0.872 pp 0.14% +0.056 pp USD16.77 +4.2% 38 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 6.45M +148.4K (+2.4%) 112.69M +9.5M (+9.2%) 2.65% -0.052 pp 0.01% +0.000 pp USD18.10 -3.4% 48 qtrs
10 MORGAN STANLEY 5.65M +3.8M (+209.5%) 98.76M +68.8M (+230.1%) 2.32% +1.537 pp 0.01% +0.004 pp USD17.59 -0.6% 49 qtrs
11 CITADEL ADVISORS LLC 5.12M +1.6M (+47.3%) 89.45M +32.5M (+57.1%) 2.10% +0.612 pp 0.01% +0.005 pp USD18.22 -4.1% 6 qtrs
12 JENNISON ASSOCIATES LLC 4.60M -1.6M (-26.1%) 80.47M -21.6M (-21.2%) 1.92% -0.745 pp 0.05% -0.011 pp USD15.43 +13.3% 34 qtrs
13 ENGINEERS GATE MANAGER LP 4.30M +4.3M (+16,719.4%) 75.16M +74.7M (+17,837.9%) 1.76% +1.753 pp 0.89% +0.887 pp USD17.47 +0.1% 2 qtrs
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.06M +236.9K (+6.2%) 71.03M +8.3M (+13.3%) 1.67% +0.029 pp 0.01% +0.001 pp USD18.38 -4.9% 43 qtrs
15 FRANKLIN RESOURCES INC 3.87M +47.1K (+1.2%) 67.73M +5.0M (+8.0%) 1.59% -0.049 pp 0.02% +0.001 pp USD16.80 +4.0% 16 qtrs
16 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3.76M +45.1K (+1.2%) 65.67M +4.8M (+7.9%) 1.57% -0.022 pp 0.02% +0.002 pp USD19.95 -12.4% 7 qtrs
17 DIMENSIONAL FUND ADVISORS LP 3.34M +92.1K (+2.8%) 58.38M +5.2M (+9.7%) 1.37% -0.021 pp 0.01% +0.001 pp USD15.81 +10.6% 42 qtrs
18 NORTHERN TRUST CORP 3.29M -95.9K (-2.8%) 57.49M +2.0M (+3.6%) 1.35% -0.100 pp 0.01% +0.000 pp USD18.33 -4.6% 48 qtrs
19 FRONTIER CAPITAL MANAGEMENT CO LLC 3.07M -313.1K (-9.2%) 53.70M -1.8M (-3.2%) 1.26% -0.189 pp 0.57% +0.073 pp USD16.53 +5.7% 13 qtrs
20 NORGES BANK 2.98M +3.0M (+100.0%) 52.12M +52.1M (+100.0%) 1.22% +1.224 pp 0.01% +0.006 pp USD17.48 +0.0% 1 qtrs NEW
21 WOODLINE PARTNERS LP 2.80M +2.8M (+100.0%) 48.94M +48.9M (+100.0%) 1.15% +1.149 pp 0.19% +0.190 pp USD17.48 +0.0% 1 qtrs NEW
22 BANK OF AMERICA CORP /DE/ 2.60M +350.3K (+15.5%) 45.53M +8.6M (+23.2%) 1.07% +0.103 pp 0.00% +0.001 pp USD18.54 -5.7% 46 qtrs
23 WELLINGTON MANAGEMENT GROUP LLP 2.48M -3.6M (-59.3%) 43.40M -56.5M (-56.6%) 1.02% -1.592 pp 0.01% -0.010 pp USD18.70 -6.5% 27 qtrs
24 GOLDMAN SACHS GROUP INC 2.36M -1.2M (-33.9%) 41.26M -17.3M (-29.5%) 0.99% -0.544 pp 0.01% -0.002 pp USD18.04 -3.1% 46 qtrs
25 JPMORGAN CHASE & CO 2.15M +44.6K (+2.1%) 37.60M +3.1M (+8.9%) 0.90% -0.004 pp 0.00% +0.000 pp USD17.79 -1.7% 40 qtrs
26 BANK OF NEW YORK MELLON CORP 2.03M +74.1K (+3.8%) 35.47M +3.4M (+10.7%) 0.83% -0.005 pp 0.01% +0.000 pp USD17.70 -1.2% 46 qtrs
27 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.87M +355.4K (+23.4%) 32.72M +7.9M (+31.6%) 0.77% +0.119 pp 0.48% +0.126 pp USD19.24 -9.1% 16 qtrs
28 MILLENNIUM MANAGEMENT LLC 1.60M +1.6M (+7,297.4%) 28.00M +27.6M (+7,789.3%) 0.66% +0.648 pp 0.01% +0.012 pp USD17.47 +0.1% 2 qtrs
29 ARGOSY-LIONBRIDGE MANAGEMENT, LLC 1.54M +791.9K (+106.3%) 26.86M +14.7M (+120.0%) 0.63% +0.312 pp 16.98% +8.945 pp USD16.95 +3.1% 2 qtrs
30 LEGAL & GENERAL GROUP PLC 1.43M +128.9K (+9.9%) 24.95M +3.7M (+17.2%) 0.59% +0.030 pp 0.01% +0.001 pp USD18.93 -7.7% 39 qtrs
31 INVESCO LTD. 1.37M +152.6K (+12.5%) 24.01M +4.0M (+20.0%) 0.56% +0.041 pp 0.00% +0.001 pp USD18.42 -5.1% 45 qtrs
32 GW&K INVESTMENT MANAGEMENT, LLC 1.31M -59.5K (-4.3%) 22.87M +451.0K (+2.0%) 0.54% -0.049 pp 0.20% -0.001 pp USD19.32 -9.5% 35 qtrs
33 FISHER ASSET MANAGEMENT, LLC 1.15M -56.6K (-4.7%) 20.03M +321.9K (+1.6%) 0.47% -0.045 pp 0.01% 0.000 pp USD16.72 +4.5% 17 qtrs
34 METLIFE INVESTMENT MANAGEMENT, LLC 1.01M -10.1K (-1.0%) 17.64M +934.9K (+5.6%) 0.41% -0.022 pp 0.09% +0.005 pp USD20.90 -16.4% 33 qtrs
35 LONG POND CAPITAL, LP 1.00M -11.3M (-91.9%) 17.49M -184.1M (-91.3%) 0.41% -4.858 pp 2.05% -12.550 pp USD16.86 +3.7% 17 qtrs
36 HOLOCENE ADVISORS, LP 934.2K +934.2K (+100.0%) 16.33M +16.3M (+100.0%) 0.38% +0.383 pp 0.03% +0.034 pp USD17.48 +0.0% 1 qtrs NEW
37 CONVERSANT CAPITAL LLC 850.0K +100.0K (+13.3%) 14.86M +2.6M (+20.9%) 0.35% +0.028 pp 2.82% +0.739 pp USD16.52 +5.8% 2 qtrs
38 RHUMBLINE ADVISERS 753.5K -37.5K (-4.7%) 13.17M +206.7K (+1.6%) 0.31% -0.030 pp 0.01% +0.000 pp USD18.70 -6.5% 43 qtrs
39 DAIWA SECURITIES GROUP INC. 711.3K +205.5K (+40.6%) 12.43M +4.1M (+50.0%) 0.29% +0.075 pp 0.04% +0.012 pp USD17.06 +2.5% 46 qtrs
40 NUVEEN, LLC 678.5K -9.6K (-1.4%) 11.86M +582.5K (+5.2%) 0.28% -0.016 pp 0.00% +0.000 pp USD21.23 -17.7% 4 qtrs
41 GILLSON CAPITAL LP 654.3K +654.3K (+100.0%) 11.44M +11.4M (+100.0%) 0.27% +0.269 pp 0.75% +0.748 pp USD17.48 +0.0% 1 qtrs NEW
42 BLAIR WILLIAM & CO/IL 639.0K -36.2K (-5.4%) 11.17M +102.6K (+0.9%) 0.26% -0.027 pp 0.03% +0.001 pp USD9.45 +85.0% 50 qtrs
43 CRAWFORD INVESTMENT COUNSEL INC 583.0K +19.0K (+3.4%) 10.19M +947.2K (+10.2%) 0.24% -0.002 pp 0.17% +0.016 pp USD13.95 +25.3% 24 qtrs
44 VERITION FUND MANAGEMENT LLC 577.7K +521.7K (+932.1%) 10.10M +9.2M (+1,000.7%) 0.24% +0.213 pp 0.04% +0.036 pp USD17.69 -1.2% 14 qtrs
45 TEACHER RETIREMENT SYSTEM OF TEXAS 571.6K +541.0K (+1,767.5%) 9.99M +9.5M (+1,891.7%) 0.24% +0.226 pp 0.03% +0.033 pp USD17.67 -1.1% 4 qtrs
46 AMERIPRISE FINANCIAL INC 538.7K -22.1K (-3.9%) 9.42M +225.6K (+2.5%) 0.22% -0.019 pp 0.00% +0.000 pp USD17.92 -2.5% 38 qtrs
47 GREAT WEST LIFE ASSURANCE CO /CAN/ 525.5K +12.1K (+2.3%) 9.19M +804.0K (+9.6%) 0.22% -0.004 pp 0.02% +0.004 pp USD18.94 -7.7% 38 qtrs
48 STRS OHIO 525.2K -174.7K (-25.0%) 9.18M -2.3M (-20.0%) 0.22% -0.081 pp 0.03% -0.008 pp USD17.64 -0.9% 43 qtrs
49 BARCLAYS PLC 524.9K +124.5K (+31.1%) 9.17M +967.1K (+11.8%) 0.22% +0.044 pp 0.00% +0.000 pp USD18.53 -5.7% 43 qtrs
50 PRINCIPAL FINANCIAL GROUP INC 517.2K -9.1K (-1.7%) 9.04M +415.1K (+4.8%) 0.22% -0.010 pp 0.00% +0.000 pp USD15.58 +12.2% 37 qtrs
51 B&I CAPITAL AG 510.9K +32.5K (+6.8%) 8.93M +1.1M (+13.9%) 0.21% +0.008 pp 3.18% +0.462 pp USD18.46 -5.3% 7 qtrs
52 VICTORY CAPITAL MANAGEMENT INC 495.0K -145.6K (-22.7%) 8.65M -1.8M (-17.6%) 0.20% -0.071 pp 0.00% -0.001 pp USD19.75 -11.5% 45 qtrs
53 STATE OF WISCONSIN INVESTMENT BOARD 465.8K +12.0K (+2.6%) 8.14M +704.3K (+9.5%) 0.19% -0.003 pp 0.02% +0.001 pp USD16.67 +4.9% 24 qtrs
54 SWISS NATIONAL BANK 461.1K +7.8K (+1.7%) 8.06M +630.4K (+8.5%) 0.19% -0.005 pp 0.00% +0.001 pp USD16.62 +5.2% 37 qtrs
55 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 460.7K -10.7K (-2.3%) 8.05M +326.0K (+4.2%) 0.19% -0.010 pp 0.02% +0.000 pp USD25.34 -31.0% 34 qtrs
56 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 440.2K +19.1K (+4.5%) 7.69M +793.4K (+11.5%) 0.18% +0.000 pp 0.00% +0.000 pp USD19.21 -9.0% 16 qtrs
57 WELLS FARGO & COMPANY/MN 418.8K +88.4K (+26.7%) 7.32M +1.9M (+35.2%) 0.17% +0.030 pp 0.00% +0.000 pp USD17.20 +1.6% 50 qtrs
58 HSBC HOLDINGS PLC 383.5K +69.1K (+22.0%) 6.70M +1.6M (+30.1%) 0.16% +0.025 pp 0.00% +0.001 pp USD17.22 +1.5% 31 qtrs
59 CRAMER ROSENTHAL MCGLYNN LLC 378.1K -15.1K (-3.8%) 6.61M +164.7K (+2.6%) 0.16% -0.013 pp 0.43% +0.025 pp USD17.59 -0.6% 3 qtrs
60 VOLORIDGE INVESTMENT MANAGEMENT, LLC 375.3K +302.6K (+416.0%) 6.56M +5.4M (+450.3%) 0.15% +0.123 pp 0.02% +0.019 pp USD17.27 +1.2% 2 qtrs
61 NOMURA ASSET MANAGEMENT CO LTD 367.3K +18.7K (+5.4%) 6.42M +706.9K (+12.4%) 0.15% +0.001 pp 0.02% +0.001 pp USD18.86 -7.3% 43 qtrs
62 PHOCAS FINANCIAL CORP. 360.4K -1.1K (-0.3%) 6.30M +375.1K (+6.3%) 0.15% -0.004 pp 0.82% +0.051 pp USD12.98 +34.7% 35 qtrs
63 ASSET MANAGEMENT ONE CO., LTD. 350.3K +11.7K (+3.5%) 6.17M +623.1K (+11.2%) 0.15% +0.001 pp 0.02% +0.001 pp USD19.53 -10.5% 46 qtrs
64 LPL FINANCIAL LLC 346.6K -18.8K (-5.1%) 6.06M +70.2K (+1.2%) 0.14% -0.014 pp 0.00% 0.000 pp USD21.23 -17.7% 18 qtrs
65 STATE OF NEW JERSEY COMMON PENSION FUND D 346.0K +7.9K (+2.3%) 6.05M +506.3K (+9.1%) 0.14% 0.000 pp 0.02% +0.002 pp USD14.84 +17.8% 47 qtrs
66 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 345.0K -1.8K (-0.5%) 6.03M +347.0K (+6.1%) 0.14% -0.005 pp 0.01% +0.001 pp USD19.84 -11.9% 38 qtrs
67 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 328.2K -3.6K (-1.1%) 5.74M +299.2K (+5.5%) 0.13% -0.007 pp 0.02% +0.001 pp USD20.96 -16.6% 38 qtrs
68 ADVISOR GROUP HOLDINGS, INC. 323.6K -71.8K (-18.2%) 5.66M -1.4M (-20.2%) 0.13% -0.037 pp 0.01% -0.002 pp USD21.91 -20.2% 24 qtrs
69 OVERSEA-CHINESE BANKING CORP LTD 312.2K +58.2K (+22.9%) 5.46M +1.3M (+31.1%) 0.13% +0.022 pp 0.14% +0.041 pp USD16.59 +5.4% 2 qtrs
70 DEUTSCHE BANK AG\ 309.7K +14.2K (+4.8%) 5.41M +569.7K (+11.8%) 0.13% +0.003 pp 0.00% +0.000 pp USD19.89 -12.1% 45 qtrs
71 BLUE SKY CAPITAL CONSULTANTS GROUP, INC. 301.5K -17.2K (-5.4%) 5.27M +46.4K (+0.9%) 0.13% -0.011 pp 2.29% +0.032 pp USD19.56 -10.6% 5 qtrs
72 BLUE ZONE WEALTH ADVISORS, LLC 299.8K +3.6K (+1.2%) 5.24M +385.3K (+7.9%) 0.13% -0.002 pp 1.00% +0.033 pp USD20.21 -13.5% 6 qtrs
73 PEREGRINE CAPITAL MANAGEMENT LLC 288.4K -14.3K (-4.7%) 5.04M +80.7K (+1.6%) 0.12% -0.009 pp 0.15% +0.005 pp USD15.38 +13.7% 9 qtrs
74 RETIREMENT SYSTEMS OF ALABAMA 286.5K +4.3K (+1.5%) 5.01M +382.6K (+8.3%) 0.12% -0.001 pp 0.02% +0.001 pp USD20.56 -15.0% 15 qtrs
75 GROVE BANK & TRUST 283.8K +— (+0.0%) 4.96M +309.4K (+6.7%) 0.12% -0.003 pp 0.56% -0.001 pp USD19.84 -11.9% 5 qtrs
76 RAYMOND JAMES FINANCIAL INC 272.9K -116.5K (-29.9%) 4.80M -1.6M (-24.8%) 0.11% -0.055 pp 0.00% -0.001 pp USD19.84 -11.9% 5 qtrs
77 AEW CAPITAL MANAGEMENT L P 271.6K -332.4K (-55.0%) 4.75M -5.2M (-52.0%) 0.11% -0.147 pp 0.34% -0.208 pp USD18.93 -7.7% 23 qtrs
78 LIGHTROCK NETHERLANDS B.V. 271.4K +24.0K (+9.7%) 4.74M +1.3M (+37.5%) 0.11% +0.007 pp 0.98% +0.081 pp USD19.36 -9.7% 5 qtrs
79 JANE STREET GROUP, LLC 268.1K -253.2K (-48.6%) 4.69M -3.9M (-45.2%) 0.11% -0.111 pp 0.00% -0.001 pp USD18.16 -3.7% 19 qtrs
80 SUMITOMO MITSUI TRUST HOLDINGS, INC. 261.5K +4.7K (+1.8%) 4.57M +362.8K (+8.6%) 0.11% -0.001 pp 0.00% +0.000 pp USD18.66 -6.3% 46 qtrs
81 MILL CREEK CAPITAL ADVISORS, LLC 252.5K +— (+0.0%) 4.41M +275.2K (+6.7%) 0.10% -0.005 pp 0.09% +0.005 pp USD21.23 -17.7% 4 qtrs
82 SEI INVESTMENTS CO 249.5K -265.9K (-51.6%) 4.36M -4.1M (-48.4%) 0.10% -0.118 pp 0.00% -0.005 pp USD18.43 -5.2% 23 qtrs
83 GREENLAND CAPITAL MANAGEMENT LP 246.6K +219.1K (+796.5%) 4.31M +3.9M (+856.1%) 0.10% +0.089 pp 0.46% +0.411 pp USD17.36 +0.7% 6 qtrs
84 EXCHANGE TRADED CONCEPTS, LLC 246.4K -21.9K (-8.2%) 4.31M -91.1K (-2.1%) 0.10% -0.012 pp 0.03% -0.005 pp USD16.69 +4.7% 3 qtrs
85 CITIGROUP INC 246.2K +97.9K (+66.0%) 4.30M +1.9M (+77.0%) 0.10% +0.038 pp 0.00% +0.001 pp USD18.75 -6.8% 46 qtrs
86 CETERA INVESTMENT ADVISERS 235.0K -15.0K (-6.0%) 4.11M +10.0K (+0.2%) 0.10% -0.011 pp 0.00% 0.000 pp USD19.54 -10.5% 17 qtrs
87 BERGER FINANCIAL GROUP, INC 233.8K -25.2K (-9.7%) 4.09M -157.6K (-3.7%) 0.10% -0.013 pp 0.24% -0.017 pp USD25.83 -32.3% 17 qtrs
88 MANUFACTURERS LIFE INSURANCE COMPANY, THE 233.1K -6.1K (-2.6%) 4.07M +153.4K (+3.9%) 0.10% -0.007 pp 0.00% +0.000 pp USD18.60 -6.0% 45 qtrs
89 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 225.1K +18.9K (+9.1%) 3.93M +554.3K (+16.4%) 0.09% +0.006 pp 0.01% +0.001 pp USD20.92 -16.4% 4 qtrs
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 220.1K -3.1K (-1.4%) 3.85M +189.4K (+5.2%) 0.09% -0.005 pp 0.00% +0.000 pp USD15.96 +9.5% 43 qtrs
91 PRICE T ROWE ASSOCIATES INC /MD/ 208.6K +13.9K (+7.1%) 3.65M +455.0K (+14.3%) 0.09% +0.002 pp 0.00% +0.000 pp USD16.36 +6.8% 48 qtrs
92 RUSSELL INVESTMENTS GROUP, LTD. 206.8K +4.7K (+2.3%) 3.62M +304.1K (+9.2%) 0.08% -0.002 pp 0.00% +0.000 pp USD19.73 -11.4% 37 qtrs
93 AURORA INVESTMENT MANAGERS, LLC. 193.7K -497.0 (-0.3%) 3.39M +203.0K (+6.4%) 0.08% -0.002 pp 1.92% +0.188 pp USD17.38 +0.6% 11 qtrs
94 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 188.9K +13.9K (+7.9%) 3.32M +456.0K (+15.9%) 0.08% +0.004 pp 0.00% +0.000 pp USD18.94 -7.7% 46 qtrs
95 EDGESTREAM PARTNERS, L.P. 182.7K +182.7K (+100.0%) 3.19M +3.2M (+100.0%) 0.08% +0.075 pp 0.09% +0.090 pp USD17.48 +0.0% 1 qtrs NEW
96 ALLIANZ ASSET MANAGEMENT GMBH 172.5K +51.9K (+43.0%) 3.02M +1.0M (+52.5%) 0.07% +0.019 pp 0.00% +0.001 pp USD19.99 -12.6% 4 qtrs
97 THRIVENT FINANCIAL FOR LUTHERANS 172.4K -23.7K (-12.1%) 3.01M -200.0K (-6.2%) 0.07% -0.012 pp 0.01% -0.001 pp USD16.71 +4.6% 38 qtrs
98 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 163.0K +6.2K (+4.0%) 2.85M +279.3K (+10.9%) 0.07% +0.001 pp 0.01% +0.000 pp USD18.48 -5.4% 36 qtrs
99 STATE OF ALASKA, DEPARTMENT OF REVENUE 155.6K +2.9K (+1.9%) 2.72M +217.0K (+8.7%) 0.06% 0.000 pp 0.03% +0.003 pp USD19.39 -9.9% 35 qtrs
100 AQR CAPITAL MANAGEMENT LLC 148.9K +92.1K (+162.1%) 2.60M +1.7M (+183.0%) 0.06% +0.037 pp 0.00% +0.001 pp USD17.75 -1.5% 28 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
1.0K
Cash buys
Cash sales
2.00
Net activity
-1,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-01 Gebert Richard D Director S-Sale D Common stock 500 16.33 8.2K 37,372 D
2026-04-01 Gebert Richard D Director S-Sale D Common Stock 500 14.85 7.4K 37,872 D
2026-03-02 Gebert Richard D Director S-Sale D Common stock 500 16.47 8.2K 38,372 D
2026-03-01 Weisbaum Michele R. Other F-InKind D Common stock 1,542 16.57 25.6K 18,080 D
2026-03-01 Sebra James J Director / Officer F-InKind D Common stock 6,283 16.57 104.1K 404,484 D
2026-03-01 SCHAEFFER SCOTT Director / Officer F-InKind D Common stock 14,864 16.57 246.3K 1,000,879 D
2026-03-01 Delozier Jason R Officer F-InKind D Common stock 1,393 16.57 23.1K 55,981 D
2026-02-03 Sebra James J Director / Officer F-InKind D Common Stock 12,382 16.26 201.3K 394,553 D
2026-02-03 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 28,994 16.26 471.4K 971,522 D
2026-02-03 Delozier Jason R Officer A-Award A Common Stock 11,168 0.00 55,717 D
2026-02-02 Gebert Richard D Director S-Sale D Common stock 500 16.73 8.4K 38,872 D
2026-01-02 Sebra James J Director / Officer 0 0.00 0
2026-01-02 SCHAEFFER SCOTT Director / Officer 0 0.00 0
2026-01-02 Gebert Richard D Director 0 0.00 0
2026-01-02 Delozier Jason R Officer 0 0.00 0
2025-12-01 Gebert Richard D Director S-Sale D Common stock 500 17.00 8.5K 39,872 D
2025-11-03 Gebert Richard D Director S-Sale D Common stock 500 15.74 7.9K 40,372 D
2025-11-01 Weisbaum Michele R. Other F-InKind D Common stock 1,834 15.93 29.2K 19,622 D
2025-10-01 Gebert Richard D Director S-Sale D Common stock 500 16.42 8.2K 40,872 D
2025-09-02 Gebert Richard D Director S-Sale D Common stock 500 17.88 8.9K 41,372 D
2025-08-01 Gebert Richard D Director S-Sale D Common stock 500 16.90 8.5K 41,872 D
2025-07-01 Gebert Richard D Director S-Sale D Common stock 500 17.58 8.8K 42,372 D
2025-06-02 Gebert Richard D Director S-Sale D Common stock 500 18.40 9.2K 42,872 D
2025-05-14 del Rio Ana Marie Director A-Award A Common stock 5,178 0.00 70,595 D
2025-05-14 Washington Lisa Director A-Award A Common stock 5,178 0.00 24,447 D
2025-05-14 Soaries DeForest B. Jr. Director A-Award A Common stock 5,178 0.00 62,787 D
2025-05-14 MCCLURE MELINDA H Director A-Award A Common stock 5,178 0.00 44,372 D
2025-05-14 MACNAB CRAIG Director A-Award A Common stock 5,178 0.00 10,794 D
2025-05-14 Gebert Richard D Director A-Award A Common stock 5,178 0.00 43,372 D
2025-05-14 Brines Ned Director A-Award A Common stock 5,178 0.00 55,418 D
2025-05-14 Bowie Stephen R. Director A-Award A Common stock 5,178 0.00 22,826 D
2025-05-01 Gebert Richard D Director S-Sale D Common stock 500 19.01 9.5K 38,194 D
2025-04-21 Brines Ned Director L-Small A Common stock 12 19.13 229.56 1,476 I
2025-04-01 SCHAEFFER SCOTT Director / Officer S-Sale D Common stock 10,000 21.21 212.1K 873,365 D
2025-04-01 Gebert Richard D Director S-Sale D Common stock 500 21.28 10.6K 38,694 D
2025-03-01 Weisbaum Michele R. Other F-InKind D Common Stock 798 21.80 17.4K 23,002 D
2025-03-01 Sebra James J Officer F-InKind D Common Stock 6,622 21.80 144.4K 363,087 D
2025-03-01 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 14,996 21.80 326.9K 883,365 D
2025-03-01 Delozier Jason R Officer F-InKind D Common Stock 1,409 21.80 30.7K 46,668 D
2025-02-04 Weisbaum Michele R. Other A-Award A Common Stock 6,606 0.00 23,800 D
2025-02-04 Sebra James J Officer F-InKind D Common Stock 8,727 19.38 169.1K 355,175 D
2025-02-04 SCHAEFFER SCOTT Director / Officer A-Award A Common Stock 39,640 0.00 898,361 D
2025-02-04 Delozier Jason R Officer A-Award A Common Stock 3,964 0.00 48,077 D
2025-01-17 Brines Ned Director L-Small A Common stock 12 18.96 227.52 1,464 I
2025-01-02 Sebra James J Officer F-InKind D Common Stock 17,352 19.84 344.3K 325,842 D
2025-01-02 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 36,699 19.84 728.1K 778,810 D
2025-01-02 Delozier Jason R Officer F-InKind D Common Stock 4,254 19.84 84.4K 38,002 D
2024-12-31 Weisbaum Michele R. 0 0.00 0
2024-10-18 Brines Ned Director L-Small A Common stock 12 19.88 238.56 1,452 I
2024-07-22 Brines Ned Director L-Small A Common stock 12 19.02 228.24 1,440 I
2024-05-15 del Rio Ana Marie Director A-Award A Common Stock 5,616 0.00 65,417
2024-05-15 Washington Lisa Director A-Award A Common Stock 5,616 0.00 19,269
2024-05-15 Soaries DeForest B. Jr. Director A-Award A Common Stock 5,616 0.00 57,609
2024-05-15 Purcell Thomas H. Director A-Award A Common Stock 5,616 0.00 38,764
2024-05-15 MCCLURE MELINDA H Director A-Award A Common Stock 5,616 0.00 39,194
2024-05-15 MACNAB CRAIG Director A-Award A Common Stock 5,616 0.00 5,616
2024-05-15 Gebert Richard D Director A-Award A Common Stock 5,616 0.00 39,194
2024-05-15 Brines Ned Director A-Award A Common Stock 5,616 0.00 48,601
2024-05-15 Bowie Stephen R. Director A-Award A Common Stock 5,616 0.00 17,648
2024-04-19 Brines Ned Director L-Small A Common Stock 434 15.69 6.8K 42,985
2024-03-02 Sebra James J Officer F-InKind D Common Stock 1,517 15.42 23.4K 343,194
2024-03-02 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 3,254 15.42 50.2K 815,509
2024-03-02 Delozier Jason R Officer F-InKind D Common Stock 373 15.42 5.8K 42,256
2024-03-01 Sebra James J Officer F-InKind D Common Stock 4,699 15.42 72.5K 344,711
2024-03-01 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 10,511 15.42 162.1K 818,763
2024-03-01 Delozier Jason R Officer F-InKind D Common Stock 1,124 15.42 17.3K 42,629
2024-02-29 MACNAB CRAIG Director D Common Stock 0 0.00 0
2024-02-26 Weisbaum Michele R. Other A-Award A Common Stock 7,088 0.00 17,194
2024-02-26 Sebra James J Officer F-InKind D Common Stock 16,920 14.48 245.0K 349,410
2024-02-26 SCHAEFFER SCOTT Director / Officer A-Award A Common Stock 184,308 0.00 819,973
2024-02-26 Delozier Jason R Officer A-Award A Common Stock 3,453 0.00 47,567
2024-01-22 Brines Ned Director L-Small A Common Stock 427 15.78 6.7K 42,551
2024-01-02 Sebra James J Officer F-InKind D Common Stock 14,215 15.30 217.5K 275,878
2024-01-02 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 29,842 15.30 456.6K 635,665
2024-01-02 Delozier Jason R Officer F-InKind D Common Stock 3,352 15.30 51.3K 27,485
2023-11-01 Weisbaum Michele R. A-Award A Common Stock 10,106 0.00 10,106
2023-10-24 Brines Ned Director L-Small A Common Stock 17 13.17 223.89 1,400
2023-07-24 Brines Ned Director L-Small A Common Stock 12 17.64 211.68 1,383
2023-05-10 del Rio Ana Marie Director A-Award A Common Stock 5,510 0.00 59,801
2023-05-10 Washington Lisa Director A-Award A Common Stock 5,510 0.00 13,653
2023-05-10 Soaries DeForest B. Jr. Director A-Award A Common Stock 5,510 0.00 51,993
2023-05-10 Purcell Thomas H. Director A-Award A Common Stock 5,510 0.00 33,148
2023-05-10 MCCLURE MELINDA H Director A-Award A Common Stock 5,510 0.00 33,578
2023-05-10 Gebert Richard D Director A-Award A Common Stock 5,510 0.00 33,578
2023-05-10 Brines Ned Director A-Award A Common Stock 5,510 0.00 41,265
2023-05-10 Bowie Stephen R. Director A-Award A Common Stock 5,510 0.00 12,032
2023-03-15 Sebra James J Officer F-InKind D Common Stock 2,243 16.42 36.8K 290,093
2023-03-15 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 4,809 16.42 79.0K 665,507
2023-03-15 Ender Farrell M. Officer F-InKind D Common Stock 2,074 16.42 34.1K 316,067
2023-03-02 Sebra James J Officer F-InKind D Common Stock 1,517 17.67 26.8K 292,336
2023-03-02 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 3,253 17.67 57.5K 670,316
2023-03-02 Norman Jessica K Officer F-InKind D Common Stock 461 17.67 8.1K 42,160
2023-03-02 Ender Farrell M. Officer F-InKind D Common Stock 1,403 17.67 24.8K 318,141
2023-03-02 Delozier Jason R Officer F-InKind D Common Stock 316 17.67 5.6K 30,837
2023-03-01 Sebra James J Officer F-InKind D Common Stock 3,129 17.62 55.1K 293,853
2023-03-01 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 6,833 17.62 120.4K 673,569
2023-03-01 Norman Jessica K Officer F-InKind D Common Stock 1,320 17.62 23.3K 42,621
2023-03-01 Ender Farrell M. Officer F-InKind D Common Stock 2,803 17.62 49.4K 319,544
2023-03-01 Delozier Jason R Officer F-InKind D Common Stock 668 17.62 11.8K 31,153
2023-02-07 Sebra James J Officer F-InKind D Common Stock 13,645 19.21 262.1K 296,982
2023-02-07 SCHAEFFER SCOTT Director / Officer A-Award A Common Stock 148,765 0.00 672,218
2023-02-07 Norman Jessica K Officer A-Award A Common Stock 22,315 0.00 44,352
2023-02-07 Ender Farrell M. Officer F-InKind D Common Stock 12,621 19.21 242.4K 322,347
2023-02-07 Delozier Jason R Officer F-InKind D Common Stock 3,348 19.21 64.3K 31,821
2023-01-03 Sebra James J Officer F-InKind D Common Stock 20,655 16.63 343.5K 237,415
2023-01-03 SCHAEFFER SCOTT Officer F-InKind D Common Stock 43,756 16.63 727.7K 523,453
2023-01-03 Ender Farrell M. Officer F-InKind D Common Stock 19,142 16.63 318.3K 262,870
2022-12-13 NEYLAND ELLA S Officer A-Award A Common Stock 3,360 0.00 53,185
2022-12-07 SCHAEFFER SCOTT Officer S-Sale D Common Stock 16,656 17.26 287.5K 567,209
2022-12-06 SCHAEFFER SCOTT Officer S-Sale D Common Stock 155,830 17.24 2.69M 583,865
2022-05-18 del Rio Ana Marie Director A-Award A Common Stock 3,597 0.00 54,291
2022-05-18 Washington Lisa Director A-Award A Common Stock 3,597 0.00 8,143
2022-05-18 Soaries DeForest B. Jr. Director A-Award A Common Stock 3,597 0.00 46,483
2022-05-18 Purcell Thomas H. Director A-Award A Common Stock 3,597 0.00 27,638
2022-05-18 MCCLURE MELINDA H Director A-Award A Common Stock 3,597 0.00 28,068
2022-05-18 Gebert Richard D Director A-Award A Common Stock 3,597 0.00 28,068
2022-05-18 Brines Ned Director A-Award A Common Stock 3,597 0.00 35,755
2022-05-18 Bowie Stephen R. Director A-Award A Common Stock 3,597 0.00 6,522
2022-04-25 Brines Ned Director L-Small A Common Stock 104 27.38 2.8K 32,158
2022-03-15 Sebra James J Officer F-InKind D Common Stock 2,074 25.60 53.1K 258,070
2022-03-15 SCHAEFFER SCOTT Officer F-InKind D Common Stock 4,808 25.60 123.1K 739,695
2022-03-15 Ender Farrell M. Officer F-InKind D Common Stock 2,074 25.60 53.1K 284,086
2022-03-02 Sebra James J Officer F-InKind D Common Stock 1,403 25.98 36.4K 260,144
2022-03-02 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 3,253 25.98 84.5K 744,503
2022-03-02 Norman Jessica K Officer F-InKind D Common Stock 647 25.98 16.8K 22,037
2022-03-01 Sebra James J Officer F-InKind D Common Stock 1,739 25.10 43.6K 261,547
2022-03-01 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 4,030 25.10 101.2K 747,756
2022-03-01 Norman Jessica K Officer F-InKind D Common Stock 964 25.10 24.2K 22,684
2022-03-01 Ender Farrell M. Officer F-InKind D Common Stock 1,403 25.98 36.4K 284,086
2022-03-01 Delozier Jason R Officer F-InKind D Common Stock 441 25.10 11.1K 19,587
2022-02-23 Sebra James J Officer F-InKind D Common Stock 2,141 24.59 52.6K 263,286
2022-02-23 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 5,674 24.59 139.5K 751,786
2022-02-23 Ender Farrell M. Officer F-InKind D Common Stock 2,447 24.59 60.2K 287,228
2022-02-10 Brines Ned Director L-Small A Common Stock 23 21.50 494.50 32,054
2022-02-08 Sebra James J Officer A-Award A Common Stock 87,977 0.00 273,217
2022-02-08 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 43,163 23.20 1.00M 729,037
2022-02-08 Norman Jessica K Officer A-Award A Common Stock 4,502 0.00 24,952
2022-02-08 NEYLAND ELLA S Director / Officer A-Award A Common Stock 9,990 0.00 49,825
2022-02-08 Ender Farrell M. Officer F-InKind D Common Stock 18,664 23.20 433.0K 279,685
2022-02-08 Delozier Jason R Officer A-Award A Common Stock 2,251 0.00 21,619
2022-01-03 Sebra James J Officer F-InKind D Common Stock 19,565 24.70 483.3K 185,241
2022-01-03 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 51,360 24.70 1.27M 552,259
2022-01-03 Ender Farrell M. Officer F-InKind D Common Stock 22,318 24.70 551.3K 210,372
2021-12-16 del Rio Ana Marie Director D Common Stock 0 0.00 0
2021-12-16 Purcell Thomas H. Director D Common Stock 0 0.00 0
2021-12-16 NEYLAND ELLA S Director / Officer A-Award A Common Stock 34,959 0.00 34,959
2021-12-16 DUNKELBERG WILLIAM C Director 0 0.00 0
2021-12-16 Brines Ned Director D Common Stock 0 0.00 0
2021-12-16 Bowie Stephen R. Director D Common Stock 0 0.00 0
2021-05-12 Washington Lisa Director A-Award A Common Stock 4,546 0.00 4,546
2021-05-12 Soaries DeForest B. Jr. Director A-Award A Common Stock 4,546 0.00 42,886
2021-05-12 PRIDGEN MACK D III Director A-Award A Common Stock 4,546 0.00 69,523
2021-05-12 MCCLURE MELINDA H Director A-Award A Common Stock 4,546 0.00 24,471
2021-05-12 Gebert Richard D Director A-Award A Common Stock 4,546 0.00 24,471
2021-05-12 DUNKELBERG WILLIAM C Director A-Award A Common Stock 4,546 0.00 4,546
2021-03-15 Sebra James J Officer F-InKind D Common Stock 2,074 15.15 31.4K 159,391
2021-03-15 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 4,808 15.15 72.8K 473,861
2021-03-15 Ender Farrell M. Officer F-InKind D Common Stock 2,074 15.15 31.4K 180,787
2021-03-02 Sebra James J Officer F-InKind D Common Stock 1,403 14.19 19.9K 206,879
2021-03-02 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 3,253 14.19 46.2K 608,427
2021-03-02 Norman Jessica K Officer F-InKind D Common Stock 636 14.19 9.0K 20,450
2021-03-02 Ender Farrell M. Officer F-InKind D Common Stock 1,403 14.19 19.9K 234,764
2021-03-02 Delozier Jason R Officer F-InKind D Common Stock 347 14.19 4.9K 19,368
2021-03-01 Sebra James J Officer F-InKind D Common Stock 1,299 14.04 18.2K 208,282
2021-03-01 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 2,677 14.04 37.6K 611,680
2021-03-01 Norman Jessica K Officer F-InKind D Common Stock 1,282 14.32 18.4K 21,086
2021-03-01 Ender Farrell M. Officer F-InKind D Common Stock 1,155 14.04 16.2K 236,167
2021-03-01 Delozier Jason R Officer F-InKind D Common Stock 1,591 14.32 22.8K 19,715
2021-02-23 Sebra James J Officer F-InKind D Common Stock 2,141 14.41 30.9K 209,581
2021-02-23 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 5,674 14.41 81.8K 614,357
2021-02-23 Ender Farrell M. Officer F-InKind D Common Stock 2,447 14.41 35.3K 237,322
2021-02-18 Sebra James J Officer A-Award A Common Stock 90,830 0.00 214,594
2021-02-18 SCHAEFFER SCOTT Director / Officer A-Award A Common Stock 40,957 0.00 620,031
2021-02-18 Norman Jessica K Officer A-Award A Common Stock 7,388 0.00 22,368
2021-02-18 Ender Farrell M. Officer F-InKind D Common Stock 22,019 14.22 313.1K 223,375
2021-02-18 Delozier Jason R Officer A-Award A Common Stock 3,695 0.00 21,306
2021-02-08 Norman Jessica K Officer F-InKind D Common Stock 1,193 14.20 16.9K 14,980
2021-02-08 Delozier Jason R Officer F-InKind D Common Stock 1,193 14.20 16.9K 17,611
2021-01-05 Washington Lisa Director D Common Stock 0 0.00 0
2021-01-04 Sebra James J Officer F-InKind D Common Stock 12,210 13.43 164.0K 123,764
2021-01-04 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 24,613 13.43 330.6K 370,619
2021-01-04 Ender Farrell M. Officer F-InKind D Common Stock 10,913 13.43 146.6K 141,588
2020-05-13 Soaries DeForest B. Jr. Director A-Award A Common Stock 7,937 0.00 38,340
2020-05-13 PRIDGEN MACK D III Director A-Award A Common Stock 7,937 0.00 64,977
2020-05-13 MCCLURE MELINDA H Director A-Award A Common Stock 7,937 0.00 19,925
2020-05-13 Gebert Richard D Director A-Award A Common Stock 7,937 0.00 19,925
2020-05-13 DUNKELBERG WILLIAM C Director A-Award A Common Stock 7,937 0.00 38,391
2020-05-12 Ross Richard H Director S-Sale D Common Stock 5,348 9.60 51.3K 7,495
2020-05-11 Ross Richard H Director S-Sale D Common Stock 16,000 9.66 154.6K 12,843
2020-03-20 Sebra James J Officer P-Purchase A Common Stock 2,700 9.16 24.7K 135,974
2020-03-20 SCHAEFFER SCOTT Director / Officer P-Purchase A Common Stock 25,000 9.39 234.8K 395,232
2020-03-19 DUNKELBERG WILLIAM C Director P-Purchase A Common Stock 1,000 9.10 9.1K 30,454
2020-03-15 Sebra James J Officer F-InKind D Common Stock 2,242 12.38 27.8K 133,274
2020-03-15 SCHAEFFER SCOTT Director / Officer F-InKind D Common Stock 5,656 12.38 70.0K 370,232
2020-03-15 Ender Farrell M. Officer F-InKind D Common Stock 2,242 12.38 27.8K 152,501
2020-03-02 Sebra James J Officer A-Award A Common Stock 13,225 0.00 135,516
2020-03-02 SCHAEFFER SCOTT Director / Officer A-Award A Common Stock 33,063 0.00 375,888
2020-03-02 Norman Jessica K Officer A-Award A Common Stock 4,959 0.00 16,173
2020-03-02 Ender Farrell M. Officer A-Award A Common Stock 13,225 0.00 154,743
2020-03-02 Delozier Jason R Officer A-Award A Common Stock 2,909 0.00 18,804

Executive team

Top executives
EBIT / Employee
149.1K
Shares Outstanding
235.65M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Scott F. Schaeffer (Chief Executive Officer) 800.0K 500.0K 2.83M 1.13M 14.0K 5.27M 53.65%
2 2025 James J. Sebra (President and Chief Financial Officer) 515.0K 289.7K 1.04M 622.6K 14.0K 2.48M 41.82%
3 2025 Michele Weisbaum (General Counsel) 400.0K 150.0K 470.9K 322.4K 14.0K 1.36M 34.70%
4 2025 Jason R. Delozier (Chief Accounting Officer) 330.0K 123.8K 282.6K 265.9K 14.0K 1.02M 27.80%
5 2024 Scott F. Schaeffer (Chief Executive Officer) 750.0K 468.8K 2.52M 1.28M 13.8K 5.03M 50.15%
6 2024 James J. Sebra (President and Chief Financial Officer) 515.0K 193.1K 923.9K 516.9K 13.8K 2.16M 42.72%
7 2024 Michele Weisbaum (General Counsel) 375.0K 140.6K 392.7K 376.4K 12.3K 1.30M 30.28%
8 2024 Jason R. Delozier (Chief Accounting Officer) 330.0K 123.8K 191.3K 331.2K 13.8K 990.1K 19.32%
9 2023 Scott F. Schaeffer (Chief Executive Officer and President) 700.0K 437.5K 2.68M 1.02M 13.2K 4.85M 55.24%
10 2023 Farrell M. Ender (Former President) 152.0K 56.3K 900.2K 125.4K 2.01M 3.24M 27.76%
11 2023 James J. Sebra (Chief Financial Officer) 475.0K 178.1K 979.8K 397.2K 13.2K 2.04M 47.95%
12 2023 Jason R. Delozier (Chief Accounting Officer) 320.0K 120.0K 202.9K 267.6K 13.2K 923.7K 21.97%
13 2023 Jessica K. Norman (Former Chief Legal Officer) 262.9K 405.7K 11.5K 680.1K 59.65%
14 2023 Michele Weisbaum (General Counsel) 120.0K 120.0K 126.9K 2.2K 369.1K 34.39%
15 2022 Scott F. Schaeffer (Chief Executive Officer) 700.0K 437.5K 2.42M 1.28M 12.2K 4.86M 49.88%
16 2022 Ella Neyland (former Chief Operating Officer) 431.3K 851.4K 1.26M 2.55M 33.44%
17 2022 James J. Sebra (Chief Financial Officer) 450.0K 168.8K 926.7K 493.6K 12.2K 2.05M 45.18%
18 2022 Farrell M. Ender (President) 450.0K 112.5K 851.4K 493.6K 12.2K 1.92M 44.35%
19 2022 Jessica K. Norman (Chief Legal Officer) 370.0K 138.8K 383.7K 405.8K 12.2K 1.31M 29.28%
20 2022 Jason R. Delozier (Chief Accounting Officer) 300.0K 112.5K 191.9K 329.1K 12.2K 945.6K 20.29%
21 2021 Scott F. Schaeffer (Chief Executive Officer) 700.0K 437.5K 2.11M 1.26M 11.4K 4.52M 46.75%
22 2021 Farrell M. Ender (President) 425.0K 159.4K 845.4K 454.2K 11.4K 1.90M 44.60%
23 2021 James J. Sebra (Chief Financial Officer) 425.0K 159.4K 845.4K 454.2K 11.4K 1.90M 44.60%
24 2021 Jessica K. Norman (Executive Vice President and General Counsel) 325.0K 121.9K 381.0K 347.3K 11.4K 1.19M 32.11%
25 2021 Jason R. Delozier (Chief Accounting Officer) 300.0K 136.9K 190.6K 176.3K 11.4K 815.2K 23.38%
26 2020 Scott F. Schaeffer (Chief Executive Officer) 700.0K 437.5K 1.63M 720.3K 11.4K 3.50M 46.52%
27 2020 Farrell M. Ender (President) 400.0K 150.0K 650.4K 231.3K 11.4K 1.44M 45.07%
28 2020 James J. Sebra (Chief Financial Officer) 400.0K 150.0K 650.4K 231.3K 11.4K 1.44M 45.07%
29 2020 Jessica K. Norman (Executive Vice President and General Counsel) 300.0K 112.5K 243.9K 173.4K 11.4K 841.2K 28.99%
30 2020 Jason R. Delozier (Chief Accounting Officer) 275.0K 56.7K 143.1K 87.4K 11.4K 573.6K 24.94%
31 2019 Scott F. Schaeffer (Chief Executive Officer) 700.0K 437.5K 1.72M 1.03M 11.2K 3.90M 44.19%
32 2019 James J. Sebra (Chief Financial Officer) 400.0K 150.0K 689.6K 338.3K 11.2K 1.59M 43.40%
33 2019 Farrell M. Ender (President) 400.0K 100.0K 689.6K 338.3K 11.2K 1.54M 44.81%
34 2019 Jessica K. Norman (Executive Vice President and General Counsel) 225.0K 200.0K 77.6K 9.4K 512.0K 15.16%
35 2019 Jason R. Delozier (Chief Accounting Officer) 245.0K 41.3K 103.5K 93.2K 9.8K 492.9K 21.00%
36 2018 Scott F. Schaeffer (Chief Executive Officer) 700.0K 384.6K 1.71M 729.9K 55.2K 3.58M 47.78%
37 2018 James J. Sebra (Chief Financial Officer) 400.0K 280.0K 598.9K 240.3K 37.1K 1.56M 38.48%
38 2018 Farrell M. Ender (President) 400.0K 150.0K 684.5K 225.3K 56.1K 1.52M 45.15%
39 2017 Scott F. Schaeffer (Chief Executive Officer) 618.6K 386.6K 906.4K 985.9K 41.4K 2.94M 30.84%
40 2017 James J. Sebra (Chief Financial Officer) 299.0K 239.2K 375.1K 306.6K 29.1K 1.25M 30.03%
41 2017 Farrell M. Ender (President) 308.6K 136.5K 401.1K 349.1K 43.9K 1.24M 32.37%
42 2016 Farrell M. Ender (President) 9.4K 50.0K 348.3K 10.2K 417.9K 83.36%
43 2016 Scott F. Schaeffer (Chief Executive Officer) 18.7K 348.3K 9.0K 376.1K 92.62%
44 2016 James J. Sebra (Chief Financial Officer) 174.2K 5.8K 179.9K 96.80%
45 2015 Farrell M. Ender (President) 233.8K 1.9K 288.5K 81.02%
46 2015 Farrell M. Ender President 233.8K 54.8K 288.5K 100.00%
47 2015 Scott F. Schaeffer Chief Executive Officer 187.0K 43.8K 230.8K 100.00%
48 2015 Scott F. Schaeffer (Chief Executive Officer) 187.0K 1.9K 230.8K 81.02%
49 2015 James J. Sebra (Chief Financial Officer) 149.6K 960.00 184.6K 81.02%
50 2015 James J. Sebra Chief Financial Officer 149.6K 35.0K 184.6K 100.00%
51 2014 Scott F. Schaeffer Chief Executive Officer 65.6K 9.8K 75.4K 100.00%
52 2014 Farrell M. Ender President 65.6K 9.8K 75.4K 100.00%
53 2014 Farrell M. Ender President 65.6K 9.8K 75.4K 100.00%
54 2014 James J. Sebra Chief Financial Officer 32.8K 4.9K 37.7K 100.00%
55 2013 James J. Sebra Chief Financial Officer
56 2013 Scott F. Schaeffer Chief Executive Officer
57 2012 James J. Sebra Chief Financial Officer
58 2012 Scott F. Schaeffer Chief Executive Officer
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-19 DEF 14A
2025-03-21 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-01 4
2026-04-30 10-Q
2026-04-29 SC 13G
2026-04-29 8-K
2026-04-28 SC 13G
2026-04-10 D/A
2026-04-10 D/A
2026-04-10 D/A
2026-04-10 D/A

Executive team

NameTitleCompensationGender
Scott F. Schaeffer Chief Executive Officer & Chairman 2M male
James J. Sebra President, Chief Financial Officer, Treasurer & Director 1M male
Michele R. Weisbaum Executive Vice President, General Counsel & Secretary 886.4K female
Jason R. Delozier Chief Accounting Officer & Controller 733.7K male
Josh Kulick Executive Vice President of Technology & Innovation
Michael Kernan Executive Vice President of Redevelopment male
Mike Kernan Executive Vice President of Redevelopment
Pete Rushing Senior Vice President of Sales & Marketing male
Alex Jorgensen Investor Relations Officer
Ted McHugh Investor Relation Officer of Edelman Smithfield male
Gregory Marks Senior Vice President of Business Development male
Janice Richards Executive Vice President of Operations female
ESG Rating
B
REIT - RESIDENTIAL
2020
E (Environmental)
65.3 / 66.6
Company / Sector avg.
S (Social)
64.8 / 64.9
Company / Sector avg.
G (Governance)
63.1 / 67.8
Company / Sector avg.
ESG Total
64.4 / 66.4
Company / Sector avg.
ESG Score History REIT - RESIDENTIAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2022-05-05 2022-05-12 John Thune SD Self Sale (Full) $15,001 - $50,000
2021-12-16 2022-01-14 John Thune SD Self Exchange $15,001 - $50,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-15 2026-02-13 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-09-22 2025-10-16 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2025-07-16 2025-08-12 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-11 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2024-09-09 2024-10-03 Josh Gottheimer NJ05 Joint 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