Subscribe

JBG SMITH Properties (JBGS)

USD14.83 +0.17 (+1.16%)
US NYSE Real Estate REIT - Industrial
Address 4747 Bethesda Avenue 20814-4641
Bethesda, MD, US
CEO W. Matthew Kelly
IPO 2017-07-06
CIK 1689796 ISIN US46590V1008

Explore sections of this company profile

Description

JBG SMITH Properties owns, operates, and develops mixed-use properties concentrated in amenity-rich, Metro-served submarkets. The markets are in and around Washington, DC, most notably National Landing, where through our focus on placemaking, we cultivate vibrant, highly amenitized, walkable neighborhoods. JBG SMITH's portfolio comprises 12.0 million square feet at share of multifamily, office, and retail assets, and a 3.6 million square-foot development pipeline.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD14.83 +0.17 (+1.16%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
569.4K
Beta
1.05
Float Shares
54.38M
Free Float %
92.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.42% -6.29% +1.98% -4.97% -17.07% -12.35% -9.14% +0.74% -51.61% -53.13% -53.13%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (6 ratings, all time) Hold
Price Targets & DCF
Current price
14.83
Low 18.00 +21.4%
Consensus 18.00 +21.4%
Median 18.00 +21.4%
High 18.00 +21.4%
Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 2 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
18.50
+24.7%
All Time 6
18.58
+25.3%
Quality scores
Altman Z-Score
0.01
Distress
Piotroski F-Score
4 / 9
Average
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
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
  • Revenue growth
    -8.9% Q1'26: +5.7% (vs Q1'25)
  • EPS growth
    -26.7% Q1'26: +42.9% (vs Q1'25)
  • FCF margin
    Q1'26: -15.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +9.6% (vs Q1'25)
  • ROIC
    Q1'26: +1.2% (vs Q1'25)
  • Share dilution
    -23.7% Q1'26: -27.5% (vs Q1'25)
  • Debt / EBITDA
    14.98× Q1'26: 11.18× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.07) × ERP
WACC = 28% × Ke + 72% × Kd (6.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 14.83
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 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
Dec 2028
1 Rev. Ana.
Revenue
644.18M
est: 498.67M (+29.2%)
646.38M
est: 502.34M (+28.7%)
602.72M
est: 486.17M (+24.0%)
634.36M
est: 507.32M (+25.0%)
605.82M
est: 501.63M (+20.8%)
604.20M
est: 581.05M (+4.0%)
547.31M
est: 516.96M (+5.9%)
498.60M
est: 464.94M (+7.2%)
473.32M
472.39M – 474.26M
+1.8% YoY
480.18M
478.31M – 482.05M
+1.4% YoY
446.70M
445.82M – 447.59M
-7.0% YoY
EBITDA
332.38M
est: 209.44M (+58.7%)
234.99M
est: 210.99M (+11.4%)
213.52M
est: 220.13M (-3.0%)
218.28M
est: 320.71M (-31.9%)
396.54M
est: 210.69M (+88.2%)
214.68M
est: 242.46M (-11.5%)
214.44M
est: 215.72M (-0.6%)
169.83M
est: 194.01M (-12.5%)
197.51M
197.12M – 197.90M
+1.8% YoY
200.37M
199.59M – 201.15M
+1.4% YoY
186.40M
186.03M – 186.77M
-7.0% YoY
EBIT
116.72M
est: 24.92M (+368.4%)
44.20M
est: 25.10M (+76.1%)
-12.08M
est: -22.21M (+45.6%)
-22.17M
est: 2.76M (-904.4%)
178.70M
est: 25.07M (+612.9%)
-946.0K
est: 26.65M (-103.5%)
6.26M
est: 23.71M (-73.6%)
-20.24M
est: 21.32M (-194.9%)
21.71M
21.66M – 21.75M
+1.8% YoY
22.02M
21.94M – 22.11M
+1.4% YoY
20.49M
20.45M – 20.53M
-7.0% YoY
Net Income
39.92M
65.57M
est: 22.08M (+196.9%)
-62.30M
est: -44.69M (-39.4%)
-79.26M
est: -28.34M (-179.7%)
85.37M
est: 66.25M (+28.9%)
-79.98M
est: -106.09M (+24.6%)
-143.53M
est: -88.24M (-62.6%)
-139.06M
est: -139.44M (+0.3%)
-130.68M
-131.02M – -130.34M
+6.3% YoY
— – —
+100.0% YoY
— – —
SGA
69.76M
est: 54.32M (+28.4%)
88.98M
est: 54.72M (+62.6%)
78.31M
est: 80.02M (-2.1%)
70.14M
est: 56.87M (+23.3%)
63.67M
est: 54.65M (+16.5%)
55.39M
est: 48.20M (+14.9%)
58.79M
est: 42.88M (+37.1%)
est: 38.57M (-100.0%)
39.26M
39.19M – 39.34M
+1.8% YoY
39.83M
39.68M – 39.99M
+1.4% YoY
37.05M
36.98M – 37.13M
-7.0% YoY
EPS
0.34
0.48
est: 0.25 (+92.0%)
-0.49
est: -0.32 (-53.1%)
-0.63
est: -0.31 (-103.2%)
0.70
est: 0.75 (-6.7%)
-0.78
est: -1.57 (+50.5%)
-1.65
est: -1.31 (-26.0%)
-2.09
est: -2.07 (-1.0%)
-1.94
-1.94 – -1.94
+6.3% YoY
— – —
+100.0% YoY
— – —
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 1/5 1/5 4/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
91.34M
OE per share TTM
1.56
Owner's Yield
10.37%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
8.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
46
Total invested
15.36M
Insider transactions (90d)
9
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 17.42M 13.43% 178.1K 17.14M 283.0K IA Pennsylvania For 2022-02-10
2 (1) BlackRock, Inc. 14.04M 10.80% 12.60M 14.04M HC Delaware 2022-01-27
3 NORGES BANK (THE CENTRAL BANK OF NORWAY) 11.71M 8.84% 11.71M OO NORWAY 2021-02-10
4 John Khoury 8.52M 7.50% 8.52M HC, IN 2023-02-13
5 Long Pond Capital GP, LLC 8.52M 7.50% 8.52M HC, OO 2023-02-13
6 Long Pond Capital, LP 8.52M 7.50% 8.52M IA, PN 2023-02-13
7 52-0556948 7.56M 5.80% 2.25M 7.56M IA Maryland 2022-02-14
8 2 7.22M 5.50% 7.22M 7.22M IA, CO Delaware, United States of America 2021-01-19
9 JPMORGAN CHASE & CO.13-2624428 6.81M 5.20% 6.68M 6.81M HC Delaware 2022-01-24
10 APG Asset Management US Inc. 6.81M 5.10% 6.81M CO Delaware, United States of America 2020-07-09
11 APG Asset Management, N.V. 6.81M 5.10% 6.81M CO Kingdom of the Netherlands 2020-07-09
12 APG Groep, N.V. 6.81M 5.10% 6.81M CO Delaware, United States of America 2020-07-09
13 Morgan Stanley 6.51M 6.80% 6.48M 13.00 HC, CO Delaware. 2024-02-08
14 Morgan Stanley Capital Services LLC 6.45M 6.70% 13.00 BD, CO Delaware. 2024-02-08
15 STATE STREET CORPORATION 5.78M 5.08% 4.28M 5.78M HC 2023-02-03
16 85-4328500 5.71M 5.00% 2.39M 5.71M IA Maryland 2023-02-14
17 Asset Management US Inc. 1.76M 1.40% 1.76M IA, CO Delaware, United States of America 2022-01-19
18 Asset Management, N.V. 1.76M 1.40% 1.76M CO Delaware, United States of America 2022-01-19
19 Groep, N.V. 1.76M 1.40% 1.76M CO Delaware, United States of America 2022-01-19
20 Stichting Pensioenfonds ABP 1.76M 1.40% 1.76M EP Delaware, United States of America 2022-01-19

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
46
-172 vs prev Q
New positions
7
Closed positions
177
Increased
17
Reduced
13
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 BLACKROCK, INC. 10.96M -49.7K (-0.5%) 186.38M -58.5M (-23.9%) 16.27% +0.148 pp 0.00% -0.001 pp USD17.44 -2.5% 6 qtrs
2 VANGUARD GROUP INC 9.33M -924.0K (-9.0%) 158.69M -69.4M (-30.4%) 13.85% -1.165 pp 0.00% -0.001 pp USD33.44 -49.1% 34 qtrs
3 LONG POND CAPITAL, LP 4.15M +918.5K (+28.4%) 70.55M -1.3M (-1.8%) 6.84% +2.115 pp 8.29% +3.084 pp USD25.98 -34.5% 34 qtrs
4 STATE STREET CORP 3.73M -239.4K (-6.0%) 64.15M -24.2M (-27.4%) 5.54% -0.276 pp 0.00% -0.001 pp USD31.76 -46.4% 34 qtrs
5 MORGAN STANLEY 3.38M +1.2M (+56.5%) 57.43M +9.4M (+19.6%) 5.01% +1.852 pp 0.00% +0.001 pp USD17.77 -4.3% 34 qtrs
6 CITIGROUP INC 2.89M +10.8K (+0.4%) 49.15M -14.9M (-23.3%) 4.77% +0.552 pp 0.02% -0.007 pp USD15.48 +9.9% 34 qtrs
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.81M -43.3K (-2.3%) 30.81M -10.5M (-25.3%) 2.99% +0.273 pp 0.00% -0.002 pp USD26.67 -36.2% 34 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.64M -43.9K (-2.6%) 27.97M -9.6M (-25.5%) 2.44% -0.031 pp 0.00% -0.001 pp USD28.41 -40.1% 34 qtrs
9 NORTHERN TRUST CORP 1.61M +145.9K (+10.0%) 27.32M -5.2M (-15.9%) 2.65% +0.512 pp 0.00% -0.001 pp USD21.32 -20.2% 34 qtrs
10 PRIVATE MANAGEMENT GROUP INC 1.58M -9.9K (-0.6%) 26.93M -8.5M (-24.0%) 2.61% +0.279 pp 0.78% -0.271 pp USD16.83 +1.1% 14 qtrs
11 GOLDMAN SACHS GROUP INC 1.16M -102.2K (-8.1%) 19.75M -8.4M (-29.7%) 1.92% +0.066 pp 0.00% -0.001 pp USD18.58 -8.4% 34 qtrs
12 ALLIANZ ASSET MANAGEMENT GMBH 982.4K +178.3K (+22.2%) 16.71M -1.2M (-6.6%) 1.62% +0.443 pp 0.02% -0.003 pp USD18.08 -5.9% 12 qtrs
13 DIMENSIONAL FUND ADVISORS LP 936.1K -5.2K (-0.6%) 15.92M -5.0M (-24.0%) 1.54% +0.166 pp 0.00% -0.001 pp USD31.88 -46.6% 34 qtrs
14 CITADEL ADVISORS LLC 614.0K +383.8K (+166.7%) 10.44M +5.3M (+103.9%) 0.91% +0.574 pp 0.00% +0.001 pp USD18.22 -6.6% 33 qtrs
15 INVESCO LTD. 589.9K +2.3K (+0.4%) 10.03M -3.0M (-23.3%) 0.88% +0.015 pp 0.00% -0.001 pp USD21.13 -19.5% 34 qtrs
16 JANE STREET GROUP, LLC 583.3K -52.3K (-8.2%) 9.92M -4.2M (-29.8%) 0.96% +0.032 pp 0.00% -0.001 pp USD18.46 -7.9% 25 qtrs
17 BANK OF AMERICA CORP /DE/ 563.9K -99.4K (-15.0%) 9.59M -5.2M (-35.0%) 0.84% -0.134 pp 0.00% 0.000 pp USD20.99 -19.0% 34 qtrs
18 BANK OF NEW YORK MELLON CORP 537.1K -63.7K (-10.6%) 9.14M -4.2M (-31.7%) 0.89% +0.006 pp 0.00% -0.001 pp USD30.97 -45.1% 34 qtrs
19 WELLS FARGO & COMPANY/MN 511.3K +6.2K (+1.2%) 8.70M -2.5M (-22.6%) 0.76% +0.019 pp 0.00% -0.001 pp USD24.49 -30.5% 34 qtrs
20 LOEWS CORP 496.5K +— (+0.0%) 8.45M -2.6M (-23.6%) 0.74% +0.010 pp 0.07% -0.023 pp USD17.30 -1.7% 3 qtrs
21 LEGAL & GENERAL GROUP PLC 479.6K +18.4K (+4.0%) 8.16M -2.1M (-20.5%) 0.79% +0.116 pp 0.00% -0.001 pp USD29.27 -41.9% 34 qtrs
22 MAN GROUP PLC 428.0K +42.6K (+11.1%) 7.28M -1.3M (-15.1%) 0.71% +0.142 pp 0.01% -0.003 pp USD16.41 +3.7% 14 qtrs
23 HRT FINANCIAL LP 398.0K +9.2K (+2.4%) 6.77M -1.9M (-21.7%) 0.59% +0.022 pp 0.02% -0.010 pp USD18.32 -7.2% 17 qtrs
24 POINT72 ASSET MANAGEMENT, L.P. 393.1K +393.1K (+100.0%) 6.69M +6.7M (+100.0%) 0.65% +0.649 pp 0.01% +0.008 pp USD17.01 +0.0% 1 qtrs NEW
25 385.5K +385.5K (+100.0%) 6.56M +6.6M (+100.0%) 0.64% +0.636 pp 3.18% +3.181 pp USD17.01 +0.0% 1 qtrs NEW
26 JPMORGAN CHASE & CO 383.2K -178.1K (-31.7%) 6.52M -6.0M (-47.8%) 0.63% -0.190 pp 0.00% 0.000 pp USD20.97 -18.9% 34 qtrs
27 SG AMERICAS SECURITIES, LLC 383.0K +377.9K (+7,444.7%) 6.51M +6.4M (+5,664.6%) 0.63% +0.625 pp 0.01% +0.008 pp USD17.08 -0.4% 34 qtrs
28 UBS GROUP AG 355.4K -372.8K (-51.2%) 6.05M -10.2M (-62.7%) 0.53% -0.539 pp 0.00% -0.002 pp USD15.73 +8.1% 34 qtrs
29 QUANTINNO CAPITAL MANAGEMENT LP 328.6K +83.8K (+34.2%) 5.59M +142.1K (+2.6%) 0.54% +0.184 pp 0.01% -0.004 pp USD17.17 -0.9% 8 qtrs
30 BESSEMER GROUP INC 295.2K +294.4K (+36,656.4%) 5.02M +5.0M (+27,788.9%) 0.49% +0.486 pp 0.01% +0.008 pp USD17.02 -0.1% 33 qtrs
31 PRINCIPAL FINANCIAL GROUP INC 282.1K -16.0K (-5.4%) 4.80M -1.8M (-27.7%) 0.47% +0.029 pp 0.00% -0.001 pp USD26.58 -36.0% 34 qtrs
32 VICTORY CAPITAL MANAGEMENT INC 275.2K +75.0K (+37.5%) 4.68M +227.5K (+5.1%) 0.45% +0.161 pp 0.00% +0.000 pp USD17.05 -0.2% 26 qtrs
33 MILLENNIUM MANAGEMENT LLC 221.3K -314.2K (-58.7%) 3.76M -8.2M (-68.4%) 0.33% -0.456 pp 0.00% -0.004 pp USD20.89 -18.6% 29 qtrs
34 PUBLIC SECTOR PENSION INVESTMENT BOARD 204.8K -35.9K (-14.9%) 3.48M -1.9M (-35.0%) 0.34% -0.015 pp 0.01% -0.008 pp USD15.77 +7.9% 12 qtrs
35 BROWN ADVISORY INC 196.6K +91.2K (+86.6%) 3.34M +999.6K (+42.6%) 0.32% +0.170 pp 0.00% +0.002 pp USD20.45 -16.8% 34 qtrs
36 RHUMBLINE ADVISERS 188.1K -21.7K (-10.3%) 3.20M -1.5M (-31.4%) 0.28% -0.028 pp 0.00% -0.001 pp USD31.44 -45.9% 34 qtrs
37 NUVEEN, LLC 172.5K -5.4K (-3.0%) 2.93M -1.0M (-25.9%) 0.26% -0.004 pp 0.00% 0.000 pp USD16.11 +5.6% 4 qtrs
38 GREAT WEST LIFE ASSURANCE CO /CAN/ 158.6K -20.0K (-11.2%) 2.70M -1.2M (-30.3%) 0.26% +0.000 pp 0.00% -0.001 pp USD26.71 -36.3% 34 qtrs
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 148.9K -2.7K (-1.8%) 2.53M -840.3K (-24.9%) 0.22% -0.001 pp 0.00% 0.000 pp USD18.00 -5.5% 3 qtrs
40 VIRGINIA RETIREMENT SYSTEMS ET AL 148.3K -1.1K (-0.7%) 2.52M -801.6K (-24.1%) 0.24% +0.026 pp 0.02% -0.007 pp USD22.25 -23.6% 4 qtrs
41 ROCKEFELLER CAPITAL MANAGEMENT L.P. 144.0K -773.0 (-0.5%) 2.45M -771.8K (-24.0%) 0.24% +0.026 pp 0.00% -0.002 pp USD15.25 +11.5% 19 qtrs
42 INTECH INVESTMENT MANAGEMENT LLC 134.6K +105.2K (+357.2%) 2.29M +1.6M (+249.6%) 0.22% +0.179 pp 0.02% +0.015 pp USD16.97 +0.2% 6 qtrs
43 AMERIPRISE FINANCIAL INC 123.2K -16.6K (-11.9%) 2.10M -1.0M (-32.5%) 0.20% -0.002 pp 0.00% 0.000 pp USD22.42 -24.1% 34 qtrs
44 SWISS NATIONAL BANK 121.8K -19.9K (-14.0%) 2.07M -1.1M (-34.3%) 0.20% -0.007 pp 0.00% -0.001 pp USD33.20 -48.8% 34 qtrs
45 EXODUSPOINT CAPITAL MANAGEMENT, LP 109.9K +109.9K (+100.0%) 1.87M +1.9M (+100.0%) 0.16% +0.163 pp 0.01% +0.015 pp USD17.01 +0.0% 1 qtrs NEW
46 D. E. SHAW & CO., INC. 107.3K -263.1K (-71.0%) 1.82M -6.4M (-77.9%) 0.18% -0.365 pp 0.00% -0.004 pp USD19.87 -14.4% 12 qtrs
47 HSBC HOLDINGS PLC 106.2K +13.9K (+15.0%) 1.81M -246.4K (-12.0%) 0.18% +0.040 pp 0.00% 0.000 pp USD18.35 -7.3% 34 qtrs
48 BARCLAYS PLC 104.4K -38.0K (-26.7%) 1.78M -713.8K (-28.7%) 0.16% -0.054 pp 0.00% 0.000 pp USD18.25 -6.8% 34 qtrs
49 CAPITAL FUND MANAGEMENT S.A. 104.0K +31.8K (+44.0%) 1.77M +162.0K (+10.1%) 0.17% +0.066 pp 0.00% +0.001 pp USD18.19 -6.5% 3 qtrs
50 QUEST PARTNERS LLC 94.6K +19.0K (+25.1%) 1.61M -73.2K (-4.4%) 0.16% +0.045 pp 0.09% -0.020 pp USD17.68 -3.8% 9 qtrs
51 NOMURA ASSET MANAGEMENT CO LTD 92.2K +2.8K (+3.1%) 1.57M -420.8K (-21.2%) 0.15% +0.021 pp 0.00% -0.001 pp USD29.18 -41.7% 34 qtrs
52 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 88.9K +— (+0.0%) 1.51M -466.0K (-23.6%) 0.15% +0.017 pp 0.00% -0.001 pp USD31.92 -46.7% 34 qtrs
53 PRICE T ROWE ASSOCIATES INC /MD/ 88.1K +2.9K (+3.4%) 1.50M -397.0K (-20.9%) 0.13% +0.006 pp 0.00% +0.000 pp USD28.20 -39.7% 34 qtrs
54 DEUTSCHE BANK AG\ 84.8K +599.0 (+0.7%) 1.44M -430.9K (-23.0%) 0.14% +0.017 pp 0.00% 0.000 pp USD15.50 +9.7% 34 qtrs
55 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 84.3K -6.2K (-6.8%) 1.43M -579.4K (-28.8%) 0.13% -0.007 pp 0.00% -0.002 pp USD29.69 -42.7% 34 qtrs
56 ASSET MANAGEMENT ONE CO., LTD. 81.4K -5.3K (-6.1%) 1.39M -543.9K (-28.2%) 0.13% +0.007 pp 0.00% -0.002 pp USD32.07 -47.0% 34 qtrs
57 JUPITER ASSET MANAGEMENT LTD 80.2K +80.2K (+100.0%) 1.36M +1.4M (+100.0%) 0.13% +0.132 pp 0.01% +0.011 pp USD17.01 +0.0% 1 qtrs NEW
58 ALLIANCEBERNSTEIN L.P. 76.4K -24.7K (-24.4%) 1.30M -950.6K (-42.2%) 0.11% -0.035 pp 0.00% 0.000 pp USD22.76 -25.3% 34 qtrs
59 SUMITOMO MITSUI TRUST HOLDINGS, INC. 66.8K -1.3K (-1.9%) 1.14M -379.0K (-25.0%) 0.11% +0.011 pp 0.00% 0.000 pp USD34.12 -50.1% 34 qtrs
60 TWO SIGMA INVESTMENTS, LP 63.6K +63.6K (+100.0%) 1.08M +1.1M (+100.0%) 0.09% +0.094 pp 0.00% +0.002 pp USD17.01 +0.0% 1 qtrs NEW
61 BREVAN HOWARD CAPITAL MANAGEMENT LP 59.9K +30.3K (+102.5%) 1.02M +361.0K (+54.8%) 0.09% +0.046 pp 0.01% +0.008 pp USD17.15 -0.8% 3 qtrs
62 STATE OF ALASKA, DEPARTMENT OF REVENUE 59.4K -1.8K (-3.0%) 1.01M -353.0K (-25.9%) 0.10% +0.008 pp 0.01% -0.003 pp USD26.07 -34.8% 34 qtrs
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 59.4K -16.0K (-21.3%) 1.01M -668.0K (-39.8%) 0.10% -0.013 pp 0.00% -0.001 pp USD34.26 -50.4% 34 qtrs
64 PRUDENTIAL FINANCIAL INC 55.8K -7.5K (-11.9%) 948.5K -460.1K (-32.7%) 0.08% -0.010 pp 0.00% -0.001 pp USD19.18 -11.3% 34 qtrs
65 AMUNDI 47.8K +4.9K (+11.4%) 812.4K -122.8K (-13.1%) 0.07% +0.008 pp 0.00% 0.000 pp USD21.97 -22.6% 19 qtrs
66 SUMMIT TRAIL ADVISORS, LLC 47.3K +14.7K (+45.1%) 808.4K +82.6K (+11.4%) 0.07% +0.023 pp 0.01% +0.004 pp USD17.94 -5.2% 3 qtrs
67 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 47.5K -2.7K (-5.4%) 808.1K -309.5K (-27.7%) 0.08% +0.005 pp 0.00% -0.001 pp USD25.46 -33.2% 34 qtrs
68 CAXTON ASSOCIATES LLP 46.4K -460.0 (-1.0%) 788.6K -253.2K (-24.3%) 0.08% +0.008 pp 0.02% -0.009 pp USD22.25 -23.6% 2 qtrs
69 FRANKLIN RESOURCES INC 45.9K +11.3K (+32.8%) 780.0K +11.5K (+1.5%) 0.08% +0.025 pp 0.00% +0.000 pp USD18.01 -5.6% 6 qtrs
70 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 46.2K +— (+0.0%) 772.3K -256.6K (-24.9%) 0.08% +0.009 pp 0.00% 0.000 pp USD28.51 -40.3% 34 qtrs
71 ENGINEERS GATE MANAGER LP 44.1K +44.1K (+100.0%) 750.4K +750.4K (+100.0%) 0.07% +0.073 pp 0.01% +0.009 pp USD17.01 +0.0% 5 qtrs
72 THRIVENT FINANCIAL FOR LUTHERANS 40.7K -3.9K (-8.7%) 692.0K -299.0K (-30.2%) 0.07% +0.002 pp 0.00% -0.001 pp USD20.96 -18.8% 33 qtrs
73 TWO SIGMA ADVISERS, LP 38.9K +38.9K (+100.0%) 661.7K +661.7K (+100.0%) 0.06% +0.058 pp 0.00% +0.001 pp USD17.01 +0.0% 1 qtrs NEW
74 METLIFE INVESTMENT MANAGEMENT, LLC 38.1K -81.0 (-0.2%) 648.3K -201.5K (-23.7%) 0.06% +0.007 pp 0.00% -0.001 pp USD15.67 +8.6% 33 qtrs
75 FIRST TRUST ADVISORS LP 37.4K -4.3K (-10.2%) 636.2K -291.0K (-31.4%) 0.06% +0.001 pp 0.00% 0.000 pp USD16.24 +4.7% 34 qtrs
76 ILLINOIS MUNICIPAL RETIREMENT FUND 34.6K -859.0 (-2.4%) 588.0K -200.2K (-25.4%) 0.06% +0.005 pp 0.01% -0.003 pp USD14.57 +16.7% 10 qtrs
77 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 34.0K -2.0K (-5.5%) 578.6K -221.9K (-27.7%) 0.06% +0.003 pp 0.00% -0.001 pp USD19.41 -12.4% 34 qtrs
78 MACQUARIE GROUP LTD 34.0K +2.8K (+9.1%) 577.8K -115.0K (-16.6%) 0.06% +0.011 pp 0.00% +0.002 pp USD20.01 -15.0% 34 qtrs
79 SQUAREPOINT OPS LLC 33.3K -7.5K (-18.3%) 565.8K -340.6K (-37.6%) 0.05% -0.005 pp 0.00% 0.000 pp USD18.26 -6.8% 3 qtrs
80 VERT ASSET MANAGEMENT LLC 32.1K +997.0 (+3.2%) 545.5K -145.9K (-21.1%) 0.05% +0.007 pp 0.18% -0.051 pp USD20.57 -17.3% 17 qtrs
81 HANDELSBANKEN FONDER AB 31.9K +— (+0.0%) 543.0K -167.0K (-23.5%) 0.05% +0.006 pp 0.00% -0.001 pp USD26.96 -36.9% 23 qtrs
82 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 31.9K +— (+0.0%) 542.4K -167.1K (-23.6%) 0.05% +0.006 pp 0.00% 0.000 pp USD19.97 -14.8% 34 qtrs
83 JANUS HENDERSON GROUP PLC 30.7K +— (+0.0%) 521.4K -160.8K (-23.6%) 0.05% +0.006 pp 0.00% 0.000 pp USD21.36 -20.4% 18 qtrs
84 MITSUBISHI UFJ TRUST & BANKING CORP 30.5K +14.9K (+95.4%) 519.6K +171.8K (+49.4%) 0.05% +0.028 pp 0.00% +0.001 pp USD16.87 +0.8% 6 qtrs
85 XTX TOPCO LTD 30.4K +30.4K (+100.0%) 517.2K +517.2K (+100.0%) 0.05% +0.045 pp 0.01% +0.014 pp USD17.01 +0.0% 1 qtrs NEW
86 MERCER GLOBAL ADVISORS INC /ADV 30.2K +39.0 (+0.1%) 513.9K -157.4K (-23.5%) 0.04% +0.001 pp 0.00% 0.000 pp USD15.37 +10.7% 5 qtrs
87 GSA CAPITAL PARTNERS LLP 29.2K +18.2K (+166.1%) 496.0K +252.0K (+103.3%) 0.05% +0.032 pp 0.04% +0.022 pp USD18.98 -10.4% 2 qtrs
88 SKOPOS LABS, INC. 28.5K +12.1K (+73.8%) 485.4K +198.6K (+69.3%) 0.05% +0.023 pp 0.02% -0.009 pp USD16.58 +2.6% 4 qtrs
89 MAY HILL CAPITAL, LLC 28.1K +13.6K (+93.7%) 477.7K +155.2K (+48.1%) 0.05% +0.025 pp 0.06% -0.032 pp USD16.20 +5.0% 5 qtrs
90 QUANTBOT TECHNOLOGIES LP 27.9K +8.5K (+43.6%) 474.1K +42.2K (+9.8%) 0.05% +0.018 pp 0.02% +0.004 pp USD19.38 -12.2% 4 qtrs
91 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 27.8K -1.0K (-3.6%) 472.8K -168.6K (-26.3%) 0.05% +0.004 pp 0.00% 0.000 pp USD15.15 +12.3% 7 qtrs
92 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 27.8K -1.7K (-5.8%) 472.6K -183.7K (-28.0%) 0.05% +0.003 pp 0.00% 0.000 pp USD16.83 +1.1% 4 qtrs
93 INSPIRE INVESTING, LLC 27.6K +7.2K (+34.9%) 469.7K +14.4K (+3.2%) 0.04% +0.011 pp 0.04% -0.002 pp USD15.43 +10.2% 10 qtrs
94 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 27.1K -1.3K (-4.6%) 461.0K -170.9K (-27.1%) 0.04% +0.003 pp 0.01% -0.003 pp USD25.18 -32.4% 34 qtrs
95 STATE OF TENNESSEE, TREASURY DEPARTMENT 27.1K -5.6K (-17.0%) 456.7K -270.5K (-37.2%) 0.04% -0.008 pp 0.00% -0.001 pp USD28.18 -39.6% 32 qtrs
96 AQR CAPITAL MANAGEMENT LLC 26.5K +30.0 (+0.1%) 451.1K -138.3K (-23.5%) 0.04% +0.005 pp 0.00% 0.000 pp USD18.59 -8.5% 4 qtrs
97 WHITTIER TRUST CO OF NEVADA INC 25.8K +— (+0.0%) 439.8K -115.6K (-20.8%) 0.04% +0.005 pp 0.01% -0.003 pp USD16.11 +5.6% 4 qtrs
98 RESONA ASSET MANAGEMENT CO.,LTD. 25.5K -1.7K (-6.2%) 434.4K -156.1K (-26.4%) 0.04% +0.002 pp 0.00% -0.001 pp USD15.55 +9.4% 8 qtrs
99 MANUFACTURERS LIFE INSURANCE COMPANY, THE 25.3K -914.0 (-3.5%) 431.0K -153.1K (-26.2%) 0.04% +0.003 pp 0.00% 0.000 pp USD14.96 +13.7% 34 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 138 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 AdvisorShares Insider Advantage ETF SURE 0.77% 431.9K 1.00%
2 FlexShares Global Quality Real Estate Index Fund GQRE 0.21% 877.0K 0.46%
3 Inspire Small/Mid Cap ETF ISMD 0.20% 649.8K 0.53%
4 Invesco S&P SmallCap Financials ETF PSCF 0.18% 49.6K 0.29%
5 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.18% 1.09M 0.29%
6 UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis CSYZ.DE 0.18% 366.7K 0.25%
7 JPMorgan BetaBuilders MSCI US REIT ETF BBRE 0.17% 2.10M 0.11%
8 Invesco MSCI Sustainable Future ETF ERTH 0.13% 169.5K 0.68%
9 iShares U.S. Small-Cap Equity Factor ETF SMLF 0.11% 4.55M 0.15%
10 Invesco S&P SmallCap 600 UCITS ETF USML.L 0.10% 398.5K 0.14%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
9
Sells
0
Shares acquired
157.2K
Shares disposed
Cash buys
Cash sales
Net activity
+157,207
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
2026-04-30 Stewart Robert Alexander Director A-Award A LTIP Units 16,778 0.00 220,666 D
2026-04-30 SHUMAN D ELLEN Director A-Award A LTIP Units 18,036 0.00 112,596 D
2026-04-30 Mall Alisa Michelle Director A-Award A LTIP Units 17,197 0.00 82,085 D
2026-04-30 MULROW WILLIAM J Director A-Award A LTIP Units 18,036 0.00 87,230 D
2026-04-30 MELTON CAROL A Director A-Award A LTIP Units 17,197 0.00 110,721 D
2026-04-30 Glosserman Michael J Director A-Award A LTIP Units 17,617 0.00 71,216 D
2026-04-30 Forman Alan S Director A-Award A LTIP Units 18,036 0.00 101,065 D
2026-04-30 ESTES SCOTT A Director A-Award A LTIP Units 18,875 0.00 119,727 D
2026-04-30 CALDWELL PHYLLIS R Director A-Award A LTIP Units 15,435 0.00 71,861 D
2026-02-17 MUSELES STEVEN A Officer C-Conversion A Common Shares 20,010 0.00 20,010 D
2026-02-13 Valdes Angela Officer A-Award A LTIP Units 5,067 0.00 114,967 D
2026-01-02 Xanders George Laucks Officer A-Award A LTIP Units 125,000 0.00 708,460 D
2026-01-02 Valdes Angela Officer A-Award A LTIP Units 7,092 0.00 109,900 D
2026-01-02 Regan-Levine Evan Officer A-Award A AO LTIP 31,481 18.37 578.3K 59,362 D
2026-01-02 MUSELES STEVEN A Officer A-Award A LTIP Units 35,121 0.00 260,656 D
2026-01-02 Kelly William Matthew Director / Officer A-Award A AO LTIP 259,259 18.37 4.76M 2,787,793 D
2026-01-02 Banerjee Madhumita Moina Officer A-Award A LTIP Units 46,289 0.00 289,094 D
2025-11-24 Regan-Levine Evan Officer S-Sale D Common Shares 3,985 17.90 71.3K 0 D
2025-11-17 Stewart Robert Alexander Director C-Conversion D OP Units 200,000 0.00 556,631 I
2025-11-07 Regan-Levine Evan Officer S-Sale D Common Shares 5,200 18.56 96.5K 4,485 D
2025-10-31 MUSELES STEVEN A Officer S-Sale D Common Shares 16,253 19.58 318.2K 0 D
2025-10-30 MUSELES STEVEN A Officer S-Sale D Common Shares 15,003 19.41 291.2K 16,253 D
2025-10-30 ESTES SCOTT A Director S-Sale D Common Shares 10,000 19.87 198.7K 20,000 D
2025-10-15 Xanders George Laucks Officer C-Conversion A Common Shares 4,000 0.00 4,000 D
2025-10-15 Regan-Levine Evan Officer C-Conversion A Common Shares 9,685 0.00 9,685 D
2025-10-15 MUSELES STEVEN A Officer C-Conversion D OP Units 31,256 0.00 0 D
2025-09-15 Regan-Levine Evan Officer C-Conversion D LTIP Units 5,714 0.00 133,011 D
2025-09-12 Xanders George Laucks Officer S-Sale D Common Shares 4,000 23.44 93.8K 0 D
2025-09-11 Xanders George Laucks Officer S-Sale D Common Shares 2,750 23.48 64.6K 4,000 D
2025-09-10 MUSELES STEVEN A Officer S-Sale D Common Shares 1,295 23.40 30.3K 0 D
2025-09-09 Valdes Angela Officer S-Sale D Common Shares 4,775 23.04 110.0K 0 D
2025-09-02 MUSELES STEVEN A Officer S-Sale D Common Shares 4,622 21.17 97.8K 1,295 D
2025-08-19 Banerjee Madhumita Moina Officer S-Sale D Common Shares 24,524 20.58 504.7K 0 D
2025-08-15 Xanders George Laucks Officer C-Conversion D OP Units 4,000 0.00 4,800 D
2025-08-15 Valdes Angela Officer C-Conversion D OP Units 4,775 0.00 0 D
2025-08-15 Banerjee Madhumita Moina Officer C-Conversion A OP Units 24,524 0.00 172,683 D
2025-07-31 Xanders George Laucks Officer S-Sale D Common Shares 5,600 21.57 120.8K 2,750 D
2025-07-31 Valdes Angela Officer S-Sale D Common Shares 10,098 21.53 217.4K 0 D
2025-06-30 Stewart Robert Alexander Director G-Gift A OP Units 75,000 0.00 75,000 I
2025-04-24 Stewart Robert Alexander Director A-Award A LTIP Units 17,152 0.00 203,888 D
2025-04-24 SHUMAN D ELLEN Director A-Award A LTIP Units 18,438 0.00 94,560 D
2025-04-24 Mall Alisa Michelle Director A-Award A LTIP Units 17,581 0.00 64,888 D
2025-04-24 MULROW WILLIAM J Director A-Award A LTIP Units 18,438 0.00 69,194 D
2025-04-24 MELTON CAROL A Director A-Award A LTIP Units 17,581 0.00 93,524 D
2025-04-24 Glosserman Michael J Director A-Award A LTIP Units 18,009 0.00 53,599 D
2025-04-24 Forman Alan S Director A-Award A LTIP Units 18,438 0.00 83,029 D
2025-04-24 ESTES SCOTT A Director A-Award A LTIP Units 19,296 0.00 100,852 D
2025-04-24 CALDWELL PHYLLIS R Director A-Award A LTIP Units 15,780 0.00 56,426 D
2025-03-17 Stewart Robert Alexander Director C-Conversion D LTIP Units 20,548 0.00 186,736 D
2025-01-02 Xanders George Laucks Officer A-Award A AO LTIP 59,479 16.98 1.01M 537,327 D
2025-01-02 Valdes Angela Officer A-Award A LTIP Units 17,373 0.00 107,583 D
2025-01-02 Regan-Levine Evan Officer A-Award A AO LTIP 27,881 16.98 473.4K 27,881 D
2025-01-02 MUSELES STEVEN A Officer A-Award A AO LTIP 44,423 16.98 754.3K 435,167 D
2025-01-02 Kelly William Matthew Director / Officer A-Award A LTIP Units 218,238 0.00 1,880,303 D
2025-01-02 Banerjee Madhumita Moina Officer A-Award A LTIP Units 49,103 0.00 267,329 D
2024-11-01 ESTES SCOTT A Director S-Sale D Common Shares 20,000 17.26 345.2K 30,000 D
2024-08-27 Reynolds Kevin Officer S-Sale D Common Shares 20,000 17.36 347.2K 9
2024-08-27 Regan-Levine Evan Officer S-Sale D Common Shares 7,525 17.38 130.8K 0
2024-06-17 Regan-Levine Evan Officer C-Conversion A OP Units 7,525 0.00 8,109
2024-05-15 Reynolds Kevin Officer C-Conversion D OP Unit 20,000 0.00 340,253
2024-04-25 Stewart Robert Alexander Director A-Award A LTIP Units 16,128 0.00 207,284
2024-04-25 SHUMAN D ELLEN Director A-Award A LTIP Units 17,338 0.00 76,122
2024-04-25 Mall Alisa Michelle Director A-Award A LTIP Units 17,338 0.00 47,307
2024-04-25 MULROW WILLIAM J Director A-Award A LTIP Units 8,064 0.00 50,756
2024-04-25 MELTON CAROL A Director A-Award A LTIP Units 16,531 0.00 75,943
2024-04-25 Glosserman Michael J Director A-Award A LTIP Units 16,934 0.00 35,590
2024-04-25 Forman Alan S Director A-Award A LTIP Units 16,531 0.00 64,591
2024-04-25 ESTES SCOTT A Director A-Award A LTIP Units 18,144 0.00 81,556
2024-04-25 CALDWELL PHYLLIS R Director A-Award A LTIP Units 14,414 0.00 40,646
2024-03-01 Stewart Robert Alexander Director P-Purchase A Common Shares 30,000 16.87 506.1K 30,000
2024-03-01 Banerjee Madhumita Moina Officer S-Sale D Common Shares 16,901 17.00 287.3K 0
2024-02-22 Banerjee Madhumita Moina Officer G-Gift D Common Shares 2,000 0.00 16,901
2024-02-15 Banerjee Madhumita Moina Officer C-Conversion D LTIP Units 18,901 0.00 218,226
2024-02-14 Ritchey David Officer D Common Shares 0 0.00 4,197
2024-02-14 Regan-Levine Evan Officer D OP Units 584 0.00 0
2024-01-02 Xanders George Laucks Officer A-Award A LTIP Units 49,782 0.00 398,687
2024-01-02 Valdes Angela Officer A-Award A LTIP Units 15,556 0.00 96,815
2024-01-02 Reynolds Kevin Officer A-Award A AO LTIP 237,467 18.93 4.50M 607,457
2024-01-02 MUSELES STEVEN A Officer A-Award A LTIP Units 37,181 0.00 250,743
2024-01-02 Kelly William Matthew Director / Officer A-Award A AO LTIP 923,482 18.93 17.48M 2,403,446
2024-01-02 Banerjee Madhumita Moina Officer A-Award A AO LTIP 207,783 18.93 3.93M 499,216
2023-12-14 Valdes Angela Officer S-Sale D Common Shares 2,000 17.85 35.7K 10,098
2023-12-13 Reynolds Kevin Officer S-Sale D Common Shares 8,000 16.34 130.7K 8,009
2023-12-13 MUSELES STEVEN A Officer S-Sale D Common Shares 10,000 16.49 164.9K 5,822
2023-06-30 Kelly William Matthew Director / Officer G-Gift D OP Units 14,118 0.00 382,004
2023-06-30 Glosserman Michael J Director G-Gift D OP Units 14,118 0.00 0
2023-06-15 Valdes Angela Officer C-Conversion D LTIP Units 10,493 0.00 81,259
2023-05-04 Stewart Robert Alexander Director A-Award A LTIP Units 17,698 0.00 191,156
2023-05-04 SHUMAN D ELLEN Director A-Award A LTIP Units 18,141 0.00 58,784
2023-05-04 Mall Alisa Michelle Director A-Award A LTIP Units 8,849 0.00 29,969
2023-05-04 MULROW WILLIAM J Director A-Award A LTIP Units 11,393 0.00 42,692
2023-05-04 MELTON CAROL A Director A-Award A LTIP Units 18,141 0.00 59,412
2023-05-04 HALDEMAN CHARLES E Director A-Award A LTIP Units 18,583 0.00 55,802
2023-05-04 Glosserman Michael J Director A-Award A LTIP Units 8,849 0.00 18,656
2023-05-04 Forman Alan S Director A-Award A LTIP Units 18,141 0.00 48,060
2023-05-04 ESTES SCOTT A Director A-Award A LTIP Units 19,910 0.00 63,412
2023-05-04 CALDWELL PHYLLIS R Director A-Award A LTIP Units 15,818 0.00 26,232
2023-02-23 Banerjee Madhumita Moina Officer S-Sale D Common Shares 41,751 18.14 757.4K 0
2023-02-17 Xanders George Laucks Officer A-Award A LTIP Units 40,094 0.00 415,514
2023-02-17 Valdes Angela Officer A-Award A LTIP Units 7,861 0.00 96,230
2023-02-17 Kelly William Matthew Director / Officer A-Award A LTIP Units 70,754 0.00 1,697,915
2023-02-15 MUSELES STEVEN A Officer C-Conversion A Common Shares 10,000 0.00 15,758
2023-02-15 Banerjee Madhumita Moina Officer C-Conversion A OP Units 41,751 0.00 106,408
2023-01-03 Xanders George Laucks Officer A-Award A AO LTIP 154,155 0.00 266,767
2023-01-03 Valdes Angela Officer A-Award A LTIP Units 14,116 0.00 88,369
2023-01-03 Reynolds Kevin Officer A-Award A AO LTIP 201,072 0.00 369,990
2023-01-03 MUSELES STEVEN A Officer A-Award A LTIP Units 26,679 0.00 244,719
2023-01-03 Kelly William Matthew Officer A-Award A LTIP Units 169,395 0.00 1,627,161
2023-01-03 Banerjee Madhumita Moina Officer A-Award A LTIP Units 35,290 0.00 280,572
2022-12-09 Paul David Peter Officer S-Sale D Common Shares 562 19.93 11.2K 1,160
2022-11-21 Stewart Robert Alexander Director S-Sale D Common Shares 38,591 19.50 752.5K 0
2022-11-18 Stewart Robert Alexander Director S-Sale D Common Shares 47,699 19.51 930.6K 38,591
2022-11-14 Stewart Robert Alexander Director S-Sale D Common Shares 36,500 19.67 718.0K 86,290
2022-09-09 Xanders George Laucks Officer S-Sale D Common Shares 7,000 22.38 156.7K 8,350
2022-08-23 ESTES SCOTT A Director P-Purchase A Common Shares 10,000 23.15 231.5K 50,000
2022-08-22 Banerjee Madhumita Moina Officer G-Gift D Common Shares 4,000 0.00 0
2022-08-15 MUSELES STEVEN A Officer S-Sale D Common Shares 13,487 23.96 323.1K 5,733
2022-08-15 Banerjee Madhumita Moina Officer C-Conversion D LTIP Units 30,000 0.00 245,282
2022-08-10 Paul David Peter Officer S-Sale D Common Shares 100 23.23 2.3K 24,260
2022-06-22 Kelly William Matthew Officer J-Other D Common Shares 86,105 0.00 4,622
2022-06-15 Kelly William Matthew Officer C-Conversion A Common Shares 38,432 0.00 38,432
2022-05-10 Forman Alan S Director P-Purchase A Common Shares 1,000 23.75 23.8K 5,000
2022-04-29 Stewart Robert Alexander Director A-Award A LTIP Units 9,568 0.00 184,654
2022-04-29 SHUMAN D ELLEN Director A-Award A LTIP Units 10,286 0.00 40,643
2022-04-29 Mall Alisa Michelle Director A-Award A LTIP Units 9,807 0.00 21,120
2022-04-29 MULROW WILLIAM J Director A-Award A LTIP Units 7,535 0.00 31,299
2022-04-29 MELTON CAROL A Director A-Award A LTIP Units 10,286 0.00 41,271
2022-04-29 HALDEMAN CHARLES E Director A-Award A LTIP Units 10,286 0.00 37,219
2022-04-29 Glosserman Michael J Director A-Award A LTIP Units 9,807 0.00 9,807
2022-04-29 Forman Alan S Director A-Award A LTIP Units 10,525 0.00 29,919
2022-04-29 ESTES SCOTT A Director A-Award A LTIP Units 11,004 0.00 43,502
2022-04-29 CALDWELL PHYLLIS R Director A-Award A LTIP Units 5,980 0.00 10,414
2022-02-18 Xanders George Laucks Officer A-Award A LTIP Units 25,349 0.00 342,953
2022-02-18 Valdes Angela Officer A-Award A LTIP Units 8,449 0.00 74,253
2022-02-18 Paul David Peter Officer A-Award A LTIP Units 42,248 0.00 488,464
2022-02-18 Kelly William Matthew Director / Officer A-Award A LTIP Units 50,698 0.00 1,457,766
2022-01-03 Xanders George Laucks Officer A-Award A AO LTIP 112,612 32.30 3.64M 112,612
2022-01-03 Valdes Angela Officer A-Award A LTIP Units 132 0.00 68,370
2022-01-03 Reynolds Kevin Officer A-Award A LTIP Units 27,412 0.00 394,191
2022-01-03 Paul David Peter Officer A-Award A LTIP Units 22,843 0.00 487,405
2022-01-03 MUSELES STEVEN A Officer A-Award A LTIP Units 17,269 0.00 246,927
2022-01-03 Kelly William Matthew Director / Officer A-Award A AO LTIP 675,675 32.30 21.82M 675,675
2022-01-03 Banerjee Madhumita Moina Officer A-Award A LTIP Units 20,102 0.00 293,249
2021-12-13 Glosserman Michael J Director G-Gift A OP Units 67,000 0.00 67,000
2021-11-01 Reynolds Kevin Officer G-Gift A LTIP Units 20,000 0.00 20,000
2021-10-27 Glosserman Michael J Director G-Gift D LTIP Units 19,309 0.00 0
2021-10-06 Reynolds Kevin Officer G-Gift A OP Units 360,253 0.00 360,253
2021-08-10 Glosserman Michael J Director G-Gift D OP Units 471,071 0.00 0
2021-07-29 Xanders George Laucks Officer A-Award A LTIP Units 43,000 0.00 279,239
2021-07-29 Valdes Angela Officer A-Award A LTIP Units 10,690 0.00 46,971
2021-07-29 Reynolds Kevin Officer A-Award A LTIP Units 43,000 0.00 348,805
2021-07-29 Paul David Peter Officer A-Award A LTIP Units 26,000 0.00 468,058
2021-07-29 MUSELES STEVEN A Officer A-Award A LTIP Units 43,000 0.00 184,067
2021-07-29 Kelly William Matthew Officer A-Award A LTIP Units 128,000 0.00 1,343,871
2021-07-29 Banerjee Madhumita Moina Officer A-Award A LTIP Units 43,000 0.00 237,162
2021-07-15 Xanders George Laucks Officer C-Conversion A OP Units 15,000 0.00 19,800
2021-06-21 Kelly William Matthew Director / Officer G-Gift D OP Units 219,000 0.00 0
2021-04-29 Stewart Robert Alexander Director A-Award A LTIP Units 2,850 0.00 200,753
2021-04-29 SHUMAN D ELLEN Director A-Award A LTIP Units 8,170 0.00 30,357
2021-04-29 ROTH STEVEN Director A-Award A LTIP Units 3,800 0.00 18,935
2021-04-29 Mall Alisa Michelle Director A-Award A LTIP Units 7,790 0.00 11,313
2021-04-29 MULROW WILLIAM J Director A-Award A LTIP Units 8,170 0.00 23,764
2021-04-29 MELTON CAROL A Director A-Award A LTIP Units 8,170 0.00 30,985
2021-04-29 HALDEMAN CHARLES E Director A-Award A LTIP Units 8,170 0.00 26,933
2021-04-29 Glosserman Michael J Director A-Award A LTIP Units 7,697 0.00 19,309
2021-04-29 Forman Alan S Director A-Award A LTIP Units 3,800 0.00 19,394
2021-04-29 ESTES SCOTT A Director A-Award A LTIP Units 8,741 0.00 32,498
2021-04-29 CALDWELL PHYLLIS R Director A-Award A LTIP Units 4,434 0.00 4,434
2021-03-16 MUSELES STEVEN A Officer S-Sale D Common Shares 15,000 32.87 493.1K 3,473
2021-03-15 MUSELES STEVEN A Officer C-Conversion D LTIP Units 15,000 0.00 141,067
2021-03-10 Banerjee Madhumita Moina Officer S-Sale D Common Shares 5,000 32.69 163.5K 0
2021-03-01 CALDWELL PHYLLIS R Director 0 0.00 0
2021-01-14 Xanders George Laucks Officer A-Award A LTIP Units 10,959 0.00 251,239
2021-01-14 Paul David Peter Officer A-Award A LTIP Units 17,984 0.00 442,058
2021-01-14 Kelly William Matthew Director / Officer A-Award A LTIP Units 21,580 0.00 1,215,871
2021-01-01 Xanders George Laucks Officer D Formation Units 62,668 37.10 2.32M 0
2021-01-01 Valdes Angela Officer D LTIP Units 24,884 0.00 0
2021-01-01 Reynolds Kevin Officer A-Award A LTIP Units 25,676 0.00 268,644
2021-01-01 Paul David Peter Officer A-Award A LTIP Units 41,281 0.00 424,074
2021-01-01 MUSELES STEVEN A Officer A-Award A LTIP Units 16,175 0.00 129,672
2021-01-01 Kelly William Matthew Director / Officer A-Award A LTIP Units 198,150 0.00 1,194,291
2021-01-01 Banerjee Madhumita Moina Officer A-Award A LTIP Units 15,833 0.00 172,002
2020-09-15 ESTES SCOTT A Director P-Purchase A Common Shares 1,452 27.87 40.5K 40,000
2020-09-14 ESTES SCOTT A Director P-Purchase A Common Shares 12,048 27.19 327.6K 32,048
2020-09-11 HALDEMAN CHARLES E Director P-Purchase A Common Shares 10,000 26.65 266.5K 85,000
2020-08-24 Stewart Robert Alexander Director P-Purchase A Common Shares 16,500 27.67 456.6K 122,790
2020-08-20 Stewart Robert Alexander Director P-Purchase A Common Shares 20,000 27.40 548.0K 106,290
2020-07-17 Stewart Robert Alexander Director / Officer G-Gift D OP Units 75,000 0.00 755,816
2020-06-02 Theriot Stephen W. Officer A-Award A Phantom Units 59 0.00 11,881
2020-04-30 Wood John F Director A-Award A LTIP Units 3,523 0.00 18,488
2020-04-30 SHUMAN D ELLEN Director A-Award A LTIP Units 7,222 0.00 22,187
2020-04-30 SCHEAR MITCHELL N Director A-Award A LTIP Units 3,523 0.00 10,234
2020-04-30 ROTH STEVEN Director A-Award A LTIP Units 7,046 0.00 15,135
2020-04-30 Mall Alisa Michelle Director 0 0.00 0
2020-04-30 MULROW WILLIAM J Director A-Award A LTIP Units 3,523 0.00 15,594
2020-04-30 MELTON CAROL A Director A-Award A LTIP Units 7,575 0.00 22,815
2020-04-30 HALDEMAN CHARLES E Director A-Award A LTIP Units 3,523 0.00 18,763
2020-04-30 Glosserman Michael J Director A-Award A LTIP Units 3,523 0.00 11,612
2020-04-30 Forman Alan S Director A-Award A LTIP Units 3,523 0.00 15,594
2020-04-30 ESTES SCOTT A Director A-Award A LTIP Units 8,103 0.00 23,757

Executive team

Top executives
EBIT / Employee
-34.0K
Shares Outstanding
59.01M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 W. Matthew Kelly Chief Executive Officer 750.0K 1.26M 3.50M 11.9K 5.52M 63.38%
2 2025 M. Moina Banerjee Chief Financial Officer 550.0K 924.0K 787.5K 11.9K 2.27M 34.64%
3 2025 George L. Xanders Chief Investment Officer 500.0K 840.0K 800.0K 11.9K 2.15M 37.18%
4 2025 Steven A. Museles Chief Legal Officer 400.0K 672.0K 597.5K 11.9K 1.68M 35.54%
5 2025 Evan Regan-Levine Chief Strategy Officer 400.0K 672.0K 375.0K 11.9K 1.46M 25.70%
6 2024 W. Matthew Kelly Chief Executive Officer 750.0K 922.5K 7.50M 11.7K 9.18M 81.65%
7 2024 Kevin “Kai” Reynolds Former Chief Development Officer 500.0K 615.0K 1.83M 11.7K 2.96M 61.89%
8 2024 M. Moina Banerjee Chief Financial Officer 550.0K 676.5K 1.69M 11.7K 2.93M 57.73%
9 2024 George L. Xanders Chief Investment Officer 500.0K 615.0K 1.75M 11.7K 2.88M 60.86%
10 2024 Steven A. Museles Chief Legal Officer 400.0K 492.0K 1.31M 11.7K 2.21M 59.14%
11 2024 Evan Regan-Levine Chief Strategy Officer 350.0K 640.5K 550.0K 11.7K 1.55M 35.43%
12 2023 W. Matthew Kelly Chief Executive Officer 750.0K 1.13M 6.00M 9.9K 7.88M 76.09%
13 2023 Kevin “Kai” Reynolds Chief Development Officer 500.0K 750.0K 1.50M 9.9K 2.76M 54.35%
14 2023 Kevin “Kai” Reynolds Former Chief Development Officer 500.0K 750.0K 1.50M 9.9K 2.76M 54.35%
15 2023 M. Moina Banerjee Chief Financial Officer 550.0K 825.0K 1.25M 9.9K 2.63M 47.44%
16 2023 George L. Xanders Chief Investment Officer 475.0K 712.5K 1.15M 9.9K 2.35M 48.99%
17 2023 Steven A. Museles Chief Legal Officer 400.0K 600.0K 945.0K 9.9K 1.95M 48.34%
18 2023 Evan Regan-Levine Chief Strategy Officer 300.0K 450.0K 500.0K 9.9K 1.26M 39.69%
19 2022 W. Matthew Kelly Chief Executive Officer 750.0K 1.13M 6.00M 9.2K 7.88M 76.10%
20 2022 David P. Paul President and Chief Operating Officer 625.0K 937.5K 1.25M 9.2K 2.82M 44.30%
21 2022 Kevin “Kai” Reynolds Chief Development Officer 500.0K 750.0K 1.50M 9.2K 2.76M 54.36%
22 2022 Kevin “Kai” Reynolds Former Chief Development Officer 500.0K 750.0K 1.50M 9.2K 2.76M 54.36%
23 2022 M. Moina Banerjee Chief Financial Officer 550.0K 825.0K 1.10M 9.2K 2.48M 44.28%
24 2022 George L. Xanders Chief Investment Officer 425.0K 637.5K 1,000.0K 9.2K 2.07M 48.27%
25 2022 Steven A. Museles Chief Legal Officer 400.0K 600.0K 945.0K 9.2K 1.95M 48.36%
26 2021 W. Matthew Kelly Chief Executive Officer 750.0K 1.13M 14.22M 8.7K 16.10M 88.30%
27 2021 Kevin “Kai” Reynolds Chief Development Officer 500.0K 750.0K 4.25M 8.7K 5.51M 77.15%
28 2021 M. Moina Banerjee Chief Financial Officer 550.0K 825.0K 3.67M 8.7K 5.06M 72.64%
29 2021 Steven A. Museles Chief Legal Officer 400.0K 600.0K 3.69M 8.7K 4.70M 78.55%
30 2021 George L. Xanders Chief Investment Officer 375.0K 562.5K 3.60M 8.7K 4.55M 79.18%
31 2021 David P. Paul President and Chief Operating Officer 625.0K 937.5K 2.91M 8.7K 4.48M 64.91%
32 2020 W. Matthew Kelly Chief Executive Officer 750.0K 637.5K 6.00M 8.6K 7.40M 81.12%
33 2020 Kevin “Kai” Reynolds Chief Development Officer 500.0K 425.0K 1.50M 8.6K 2.43M 61.64%
34 2020 David P. Paul President and Chief Operating Officer 625.0K 531.3K 1.25M 8.6K 2.41M 51.76%
35 2020 Stephen W. Theriot Senior Advisor and former Chief Financial Officer 550.0K 467.5K 925.0K 289.9K 2.23M 41.43%
36 2020 M. Moina Banerjee Chief Financial Officer 425.0K 361.3K 900.0K 8.6K 1.69M 53.10%
37 2020 Steven A. Museles Chief Legal Officer 400.0K 340.0K 945.0K 8.6K 1.69M 55.80%
38 2020 George L. Xanders Chief Investment Officer 350.0K 323.8K 745.0K 8.6K 1.43M 52.20%
39 2019 W. Matthew Kelly Chief Executive Officer 750.0K 937.5K 3.20M 8.4K 4.89M 65.35%
40 2019 David P. Paul Chief Operating Officer 625.0K 781.3K 1.83M 8.4K 3.24M 56.37%
41 2019 David P. Paul President and Chief Operating Officer 625.0K 781.3K 1.83M 8.4K 3.24M 56.37%
42 2019 Stephen W. Theriot Chief Financial Officer 550.0K 687.5K 913.7K 51.4K 2.20M 41.48%
43 2019 Stephen W. Theriot Senior Advisor and former Chief Financial Officer 550.0K 687.5K 913.7K 51.4K 2.20M 41.48%
44 2019 Kevin "Kai" Reynolds Chief Development Officer 500.0K 625.0K 1,000.0K 8.4K 2.13M 46.87%
45 2019 Kevin “Kai” Reynolds Chief Development Officer 500.0K 625.0K 1,000.0K 8.4K 2.13M 46.87%
46 2019 M. Moina Banerjee EVP, Head of Capital Markets 375.0K 531.3K 700.0K 8.4K 1.61M 43.35%
47 2019 M. Moina Banerjee Chief Financial Officer 375.0K 531.3K 700.0K 8.4K 1.61M 43.35%
48 2019 Steven A. Museles Chief Legal Officer 400.0K 500.0K 600.0K 8.4K 1.51M 39.78%
49 2018 W. Matthew Kelly Chief Executive Officer 750.0K 750.0K 9.82M 8.3K 11.32M 86.68%
50 2018 David P. Paul President and Chief Operating Officer 625.0K 625.0K 3.56M 8.3K 4.81M 73.86%
51 2018 David P. Paul Chief Operating Officer 625.0K 625.0K 3.56M 8.3K 4.81M 73.86%
52 2018 Kevin "Kai" Reynolds Chief Development Officer 400.0K 400.0K 2.71M 8.3K 3.52M 77.01%
53 2018 Kevin “Kai” Reynolds Chief Development Officer 400.0K 400.0K 2.71M 8.3K 3.52M 77.01%
54 2018 Stephen W. Theriot Senior Advisor and former Chief Financial Officer 550.0K 550.0K 1.87M 91.5K 3.07M 61.13%
55 2018 Stephen W. Theriot Chief Financial Officer 550.0K 550.0K 1.87M 91.5K 3.07M 61.13%
56 2018 M. Moina Banerjee Chief Financial Officer 375.0K 460.0K 1.69M 8.3K 2.53M 66.72%
57 2018 M. Moina Banerjee EVP, Head of Capital Markets 375.0K 460.0K 1.69M 8.3K 2.53M 66.72%
58 2017 W. Matthew Kelly Chief Executive Officer 343.2K 750.0K 3.16M 1.76M 3.4K 6.02M 81.78%
59 2017 David P. Paul Chief Operating Officer 286.0K 625.0K 1.80M 1.49M 3.4K 4.21M 78.27%
60 2017 Robert A. Stewart Executive Vice Chairman 228.8K 1.80M 1.31M 3.4K 3.35M 93.06%
61 2017 James L. Iker Chief Investment Officer 228.8K 500.0K 1.13M 1.43M 3.4K 3.29M 77.74%
62 2017 Stephen W. Theriot Chief Financial Officer 251.6K 550.0K 902.2K 953.1K 59.8K 2.72M 68.29%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-18 DEFA14A
2026-03-18 DEF 14A
2025-04-09 DEFA14A
2025-03-12 DEFA14A
2025-03-12 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4

Executive team

NameTitleCompensationGender
W. Matthew Kelly Chief Executive Officer & Trustee 2M male
Moina Banerjee Co-President & CFO 1M female
George Laucks Xanders Co- President & Chief Investment Officer 1M male
Stephen W. Theriot Senior Adviser 1M male
Steven A. Museles Chief Legal Officer & Corporate Secretary 1M male
Evan Regan-Levine Chief Strategy Officer 1M male
Kevin Connolly Executive Vice President of Portfolio Management & Investor Relations
Bud Perrone Managing Director of Media
Greg Trimmer Partner male
Angela F. Valdes Chief Accounting Officer female
Patrick J. Tyrrell Chief of Property Operations male
ESG Rating
B
REIT - OFFICE
2026
E (Environmental)
62.8 / 63.2
Company / Sector avg.
S (Social)
65.4 / 69.0
Company / Sector avg.
G (Governance)
66.1 / 70.7
Company / Sector avg.
ESG Total
64.7 / 67.6
Company / Sector avg.
ESG Score History REIT - OFFICE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-07-12 2023-08-13 Daniel Goldman NY10 Sale $1,001 - $15,000
2023-04-10 2023-05-19 Daniel Goldman NY10 Sale $1,001 - $15,000
2023-03-06 2023-04-17 Daniel Goldman NY10 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits