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NexPoint Residential Trust, Inc. (NXRT)

USD27.30 +0.17 (+0.63%)
US NYSE Real Estate REIT - Residential
Address 300 Crescent Court 75201
Dallas, TX, US
CEO James David Dondero
IPO 2015-03-19
CIK 1620393 ISIN US65341D1028

Explore sections of this company profile

Description

NexPoint Residential Trust (NXRT) is a Real Estate Investment Trust publicly traded on the New York Stock Exchange, specializing in the acquisition, ownership, and operation of well-located apartment communities designed for middle-income residents. The company seeks properties offering opportunities for value enhancement in major metropolitan areas and their surrounding suburbs, predominantly situated in the Southeastern and Southwestern United States. NXRT receives external advisory services from NexPoint Real Estate Advisors, L.P., an associate of NexPoint Advisors, L.P., an investment advisor registered with the SEC that possesses extensive experience in the real estate sector.

News Sentiment (7d)
73 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD27.30 +0.17 (+0.63%)
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Volume Profile
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Liquidity & share structure
Average Volume
229.5K
Beta
1.20
Float Shares
21.82M
Free Float %
86.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.89% -2.35% +0.59% +3.09% -8.65% -3.46% -14.25% -29.19% -45.26% +105.52% +100.41%
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 (10 ratings, all time) Hold
Price Targets & DCF
Current price
27.30
Low 27.00 -1.1%
Consensus 27.00 -1.1%
Median 27.00 -1.1%
High 27.00 -1.1%
DCF (Unlevered) 87.13 +219.1%
DCF (Levered) 10.33 -62.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 14% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 0 0
Hold 5 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
27.00
-1.1%
Last Year 2
28.50
+4.4%
All Time 10
44.80
+64.1%
Quality scores
Altman Z-Score
0.77
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
3 / 5
Medium
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
1 / 5
Low
Operational MOAT
  • Revenue growth
    -3.2% Q1'26: +0.5% (vs Q1'25)
  • EPS growth
    -3,078.7% Q1'26: +0.0% (vs Q1'25)
  • FCF margin
    Q1'26: +36.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +19.9% (vs Q1'25)
  • ROIC
    Q1'26: +2.8% (vs Q1'25)
  • Share dilution
    -3.3% Q1'26: -0.2% (vs Q1'25)
  • Debt / EBITDA
    12.51× Q1'26: 10.61× (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 (1.22) × ERP
WACC = 32% × Ke + 68% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 87.13 Current price: 27.30
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
2 EPS Ana.
Dec 2027
4 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
Dec 2030
1 Rev. Ana.
Revenue
117.66M
est: 110.06M (+6.9%)
132.85M
est: 133.78M (-0.7%)
144.24M
est: 145.77M (-1.1%)
146.60M
est: 140.96M (+4.0%)
181.07M
est: 178.66M (+1.3%)
204.80M
est: 204.66M (+0.1%)
219.24M
est: 218.04M (+0.5%)
263.95M
est: 261.63M (+0.9%)
277.53M
est: 270.84M (+2.5%)
259.70M
est: 259.65M (+0.0%)
251.28M
est: 252.32M (-0.4%)
253.14M
252.61M – 253.66M
+0.3% YoY
260.41M
257.07M – 263.74M
+2.9% YoY
266.25M
263.88M – 268.63M
+2.2% YoY
268.39M
265.15M – 273.33M
+0.8% YoY
275.21M
271.89M – 280.27M
+2.5% YoY
EBITDA
48.28M
est: 79.51M (-39.3%)
57.49M
est: 96.65M (-40.5%)
62.04M
est: 105.32M (-41.1%)
64.26M
est: 101.84M (-36.9%)
205.91M
est: 129.08M (+59.5%)
159.11M
est: 147.86M (+7.6%)
137.39M
est: 121.57M (+13.0%)
138.94M
est: 143.68M (-3.3%)
250.01M
est: 180.43M (+38.6%)
202.99M
est: 172.97M (+17.4%)
124.46M
est: 168.09M (-26.0%)
168.64M
168.28M – 168.98M
+0.3% YoY
173.48M
171.26M – 175.70M
+2.9% YoY
177.37M
175.79M – 178.95M
+2.2% YoY
178.79M
176.63M – 182.08M
+0.8% YoY
183.34M
181.13M – 186.71M
+2.5% YoY
EBIT
7.48M
est: 37.96M (-80.3%)
21.85M
est: 46.14M (-52.7%)
13.29M
est: 98.39M (-86.5%)
16.79M
est: 109.66M (-84.7%)
136.82M
est: 115.74M (+18.2%)
76.70M
est: 196.11M (-60.9%)
50.51M
est: 55.49M (-9.0%)
41.30M
est: 62.97M (-34.4%)
154.83M
est: 79.31M (+95.2%)
105.23M
est: 76.04M (+38.4%)
28.71M
est: 73.89M (-61.1%)
74.13M
73.97M – 74.28M
+0.3% YoY
76.26M
75.28M – 77.23M
+2.9% YoY
77.97M
77.27M – 78.66M
+2.2% YoY
78.59M
77.64M – 80.04M
+0.8% YoY
80.59M
79.62M – 82.07M
+2.5% YoY
Net Income
-10.83M
est: -11.81M (+8.3%)
21.88M
est: 27.43M (-20.2%)
53.37M
est: 880.04M (-93.9%)
-1.61M
est: -102.70M (+98.4%)
99.14M
est: 52.40M (+89.2%)
44.02M
est: 137.21M (-67.9%)
23.04M
est: 18.07M (+27.5%)
-9.26M
est: 19.63M (-147.2%)
44.26M
est: 88.99M (-50.3%)
1.11M
est: 21.20M (-94.8%)
-32.03M
est: -30.46M (-5.1%)
-39.37M
-40.69M – -37.69M
-29.2% YoY
-47.87M
-47.92M – -44.40M
-21.6% YoY
-32.89M
-33.54M – -32.24M
+31.3% YoY
— – —
+100.0% YoY
— – —
SGA
11.52M
est: 6.51M (+77.0%)
14.80M
est: 7.91M (+87.1%)
18.02M
est: 8.62M (+109.1%)
19.66M
est: 8.33M (+135.9%)
9.61M
est: 134.81M (-92.9%)
10.04M
est: 58.18M (-82.8%)
11.97M
est: 23.50M (-49.1%)
14.67M
est: 26.88M (-45.4%)
17.15M
est: 18.72M (-8.4%)
19.40M
est: 17.95M (+8.1%)
24.89M
est: 17.44M (+42.7%)
17.50M
17.46M – 17.54M
+0.3% YoY
18.00M
17.77M – 18.23M
+2.9% YoY
18.41M
18.24M – 18.57M
+2.2% YoY
18.56M
18.33M – 18.90M
+0.8% YoY
19.03M
18.80M – 19.38M
+2.5% YoY
EPS
-0.51
est: -0.45 (-13.3%)
1.03
est: 1.05 (-1.4%)
2.53
est: 2.64 (-4.2%)
-0.08
est: 0.20 (-138.4%)
4.11
est: 4.45 (-7.7%)
1.78
est: 1.74 (+2.6%)
0.92
est: -0.86 (+207.4%)
-0.36
est: 1.11 (-132.3%)
1.73
est: 3.47 (-50.1%)
0.04
est: 0.83 (-94.8%)
-1.26
est: -1.19 (-5.5%)
-1.53
-1.60 – -1.48
-27.7% YoY
-1.81
-1.89 – -1.75
-18.8% YoY
-1.29
-1.32 – -1.27
+28.9% YoY
— – —
+100.0% YoY
— – —
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-27 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-26 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-22 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-21 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-20 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-19 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-18 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-15 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-14 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-13 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-12 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-11 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-08 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-07 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
72.26M
OE per share TTM
2.84
Owner's Yield
9.79%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
338.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
207
Total invested
513.29M
Insider transactions (90d)
10
Beneficial owners (>5%)
15
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. 4.13M 16.40% 3.96M 4.13M HC Delaware 2022-01-27
2 James D. Dondero 2.70M 10.51% 91.7K 2.60M 91.7K 10.00 HC, IN 2022-07-13
3 The Vanguard Group - 23-1945930 2.65M 10.51% 44.4K 2.59M 62.3K IA Pennsylvania For 2022-02-10
4 Nancy Marie Dondero 2.13M 8.30% 2.10M 31.4K 2.10M 10.00 IN 2022-07-13
5 Wellington Group Holdings LLP 1.78M 7.56% 1.55M HC Massachusetts 2019-02-12
6 Wellington Investment Advisors Holdings LLP 1.78M 7.56% 1.55M HC Massachusetts 2019-02-12
7 Wellington Management Group LLP 1.78M 7.56% 1.55M HC Massachusetts 2019-02-12
8 Wellington Management Company LLP 1.70M 7.25% 1.55M IA Massachusetts 2019-02-12
9 STATE STREET CORPORATION 1.43M 5.59% 1.11M 1.43M HC BOSTON, MASSACHUSETTS 2023-02-03
10 13-3127734 1.24M 4.97% 1.21M 1.24M 3.9K HC Delaware 2020-02-13
11 26-0385758 1.24M 4.97% 1.21M 1.24M 3.9K IA Delaware 2020-02-13
12 2 Market Capital Advisory Corp 1.18M 5.52% 1.18M 1.18M IA U.S. 2016-07-05
13 Highland Capital Management Fund Advisors, L.P. 348.6K 1.36% 348.6K 10.00 IA, PN 2022-07-13
14 NexPoint Advisors, L.P. 146.7K 0.57% 146.7K 10.00 IA, PN 2022-07-13
15 BANK OF AMERICA CORP /DE/ 1.4K 100.00% 21.7K 1.86M 20.4K HC Pennsylvania 2017-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
207
-6 vs prev Q
New positions
33
Closed positions
39
Increased
114
Reduced
57
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. 15.4K +15.4K (+100.0%) 463.00M +463.0M (+100.0%) 0.06% +0.061 pp 0.00% +0.001 pp USD30.10 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 4.32M +108.9K (+2.6%) 130.08M -5.7M (-4.2%) 17.02% +0.441 pp 0.00% 0.000 pp USD43.64 -31.0% 6 qtrs
3 VANGUARD GROUP INC 2.44M +70.3K (+3.0%) 73.32M -2.9M (-3.8%) 9.59% +0.283 pp 0.00% 0.000 pp USD29.93 +0.6% 43 qtrs
4 STATE STREET CORP 1.30M +12.4K (+1.0%) 39.08M -2.4M (-5.7%) 5.11% +0.053 pp 0.00% 0.000 pp USD37.69 -20.1% 43 qtrs
5 STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. 989.4K +158.8K (+19.1%) 29.78M +3.0M (+11.3%) 3.90% +0.627 pp 14.83% -0.342 pp USD36.97 -18.6% 8 qtrs
6 NEXPOINT ASSET MANAGEMENT, L.P. 934.8K +— (+0.0%) 28.14M -2.0M (-6.6%) 3.68% +0.003 pp 1.96% -0.656 pp USD43.17 -30.3% 26 qtrs
7 LONG POND CAPITAL, LP 842.9K +298.8K (+54.9%) 25.37M +7.8M (+44.7%) 3.32% +1.178 pp 2.98% +1.711 pp USD31.47 -4.4% 2 qtrs
8 GOLDMAN SACHS GROUP INC 827.1K +272.4K (+49.1%) 24.89M +7.0M (+39.3%) 3.26% +1.074 pp 0.00% +0.001 pp USD36.19 -16.8% 43 qtrs
9 COPELAND CAPITAL MANAGEMENT, LLC 732.0K -53.4K (-6.8%) 22.03M -3.3M (-12.9%) 2.88% -0.208 pp 0.49% -0.035 pp USD38.31 -21.4% 29 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 584.1K +9.1K (+1.6%) 17.58M -944.8K (-5.1%) 2.30% +0.038 pp 0.00% 0.000 pp USD32.47 -7.3% 43 qtrs
11 NORTHERN TRUST CORP 360.8K -14.5K (-3.9%) 10.86M -1.2M (-10.2%) 1.42% -0.056 pp 0.00% 0.000 pp USD31.20 -3.5% 43 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 351.5K -3.5K (-1.0%) 10.58M -856.4K (-7.5%) 1.38% -0.013 pp 0.00% 0.000 pp USD37.54 -19.8% 43 qtrs
13 INVESCO LTD. 341.1K -18.3K (-5.1%) 10.27M -1.3M (-11.3%) 1.34% -0.071 pp 0.00% 0.000 pp USD37.98 -20.7% 36 qtrs
14 DIMENSIONAL FUND ADVISORS LP 318.1K +4.6K (+1.5%) 9.58M -526.9K (-5.2%) 1.25% +0.019 pp 0.00% 0.000 pp USD31.52 -4.5% 39 qtrs
15 MORGAN STANLEY 284.3K -34.5K (-10.8%) 8.56M -1.7M (-16.7%) 1.12% -0.135 pp 0.00% 0.000 pp USD47.73 -36.9% 43 qtrs
16 PROSHARE ADVISORS LLC 204.1K +20.5K (+11.2%) 6.14M +228.4K (+3.9%) 0.80% +0.081 pp 0.01% -0.002 pp USD42.23 -28.7% 6 qtrs
17 DIGITALBRIDGE GROUP, INC. 174.5K -56.5K (-24.5%) 5.25M -1.0M (-16.6%) 0.69% -0.222 pp 0.40% -0.102 pp USD32.22 -6.6% 2 qtrs
18 173.4K +173.4K (+100.0%) 5.22M +5.2M (+100.0%) 0.68% +0.683 pp 2.53% +2.533 pp USD30.10 +0.0% 1 qtrs NEW
19 STATE OF NEW JERSEY COMMON PENSION FUND D 149.3K +4.1K (+2.8%) 4.49M -184.6K (-3.9%) 0.59% +0.017 pp 0.02% -0.001 pp USD37.23 -19.2% 40 qtrs
20 RENAISSANCE TECHNOLOGIES LLC 148.5K -30.7K (-17.1%) 4.47M -1.3M (-22.6%) 0.58% -0.120 pp 0.01% -0.001 pp USD29.87 +0.8% 41 qtrs
21 BARCLAYS PLC 148.5K +81.7K (+122.2%) 4.47M +1.5M (+52.0%) 0.58% +0.322 pp 0.00% +0.000 pp USD33.98 -11.4% 43 qtrs
22 BANK OF NEW YORK MELLON CORP 148.2K -41.6K (-21.9%) 4.46M -1.7M (-27.1%) 0.58% -0.163 pp 0.00% 0.000 pp USD27.38 +9.9% 43 qtrs
23 STRS OHIO 146.9K +28.5K (+24.1%) 4.42M +606.8K (+15.9%) 0.58% +0.113 pp 0.02% +0.003 pp USD32.08 -6.2% 43 qtrs
24 LEGAL & GENERAL GROUP PLC 142.0K +7.1K (+5.2%) 4.27M -72.8K (-1.7%) 0.56% +0.028 pp 0.00% +0.000 pp USD40.66 -26.0% 42 qtrs
25 CSM ADVISORS, LLC 132.5K -35.9K (-21.3%) 3.99M -1.4M (-26.5%) 0.52% -0.141 pp 0.11% -0.043 pp USD33.19 -9.3% 3 qtrs
26 TUDOR INVESTMENT CORP ET AL 130.4K +1.3K (+1.0%) 3.92M -236.0K (-5.7%) 0.51% +0.005 pp 0.01% +0.000 pp USD32.87 -8.4% 3 qtrs
27 MILLENNIUM MANAGEMENT LLC 120.6K -188.4K (-61.0%) 3.63M -6.3M (-63.5%) 0.47% -0.741 pp 0.00% -0.003 pp USD41.59 -27.6% 43 qtrs
28 UBS GROUP AG 115.6K +35.7K (+44.7%) 3.48M +904.7K (+35.2%) 0.46% +0.141 pp 0.00% +0.000 pp USD36.91 -18.5% 43 qtrs
29 UBS ASSET MANAGEMENT AMERICAS INC 112.4K -11.9K (-9.6%) 3.38M -621.4K (-15.5%) 0.44% -0.047 pp 0.00% 0.000 pp USD34.56 -12.9% 32 qtrs
30 NICHOLAS COMPANY, INC. 111.0K +— (+0.0%) 3.34M -235.2K (-6.6%) 0.44% +0.000 pp 0.06% -0.002 pp USD41.29 -27.1% 28 qtrs
31 ENVESTNET ASSET MANAGEMENT INC 106.6K -18.0K (-14.5%) 3.21M -806.3K (-20.1%) 0.42% -0.071 pp 0.00% 0.000 pp USD37.74 -20.2% 28 qtrs
32 TCW GROUP INC 105.1K +22.1K (+26.6%) 3.16M +488.0K (+18.2%) 0.41% +0.087 pp 0.02% +0.000 pp USD32.75 -8.1% 8 qtrs
33 PRINCIPAL FINANCIAL GROUP INC 104.1K -1.3K (-1.3%) 3.13M -263.6K (-7.8%) 0.41% -0.005 pp 0.00% 0.000 pp USD31.86 -5.5% 29 qtrs
34 ALGERT GLOBAL LLC 98.0K +10.0K (+11.4%) 2.95M +114.0K (+4.0%) 0.39% +0.040 pp 0.05% -0.002 pp USD47.31 -36.4% 19 qtrs
35 JACOBS LEVY EQUITY MANAGEMENT, INC 97.1K -2.9K (-2.9%) 2.92M -298.6K (-9.3%) 0.38% -0.011 pp 0.01% -0.002 pp USD33.32 -9.7% 4 qtrs
36 BANK OF AMERICA CORP /DE/ 78.9K -5.0K (-5.9%) 2.37M -327.2K (-12.1%) 0.31% -0.019 pp 0.00% +0.000 pp USD40.77 -26.2% 43 qtrs
37 HSBC HOLDINGS PLC 77.0K +22.0K (+40.0%) 2.32M +551.8K (+31.2%) 0.30% +0.087 pp 0.00% +0.000 pp USD37.76 -20.3% 26 qtrs
38 GRAYBILL WEALTH MANAGEMENT, LTD. 76.2K +1.7K (+2.2%) 2.29M -107.6K (-4.5%) 0.30% +0.007 pp 0.68% -0.061 pp USD39.02 -22.9% 4 qtrs
39 PUBLIC SECTOR PENSION INVESTMENT BOARD 75.6K -9.5K (-11.1%) 2.27M -465.3K (-17.0%) 0.30% -0.037 pp 0.01% -0.002 pp USD36.45 -17.4% 24 qtrs
40 AMERIPRISE FINANCIAL INC 73.8K -5.8K (-7.3%) 2.23M -336.1K (-13.1%) 0.29% -0.023 pp 0.00% 0.000 pp USD28.65 +5.1% 43 qtrs
41 PARALEL ADVISORS LLC 72.1K +— (+0.0%) 2.17M -152.8K (-6.6%) 0.28% +0.000 pp 0.08% -0.006 pp USD38.40 -21.6% 9 qtrs
42 RHUMBLINE ADVISERS 69.0K -4.8K (-6.5%) 2.08M -301.6K (-12.7%) 0.27% -0.019 pp 0.00% 0.000 pp USD31.69 -5.0% 43 qtrs
43 JPMORGAN CHASE & CO 68.0K -22.6K (-24.9%) 2.05M -871.6K (-29.9%) 0.27% -0.089 pp 0.00% +0.000 pp USD46.10 -34.7% 43 qtrs
44 DARK FOREST CAPITAL MANAGEMENT LP 62.1K -222.0 (-0.4%) 1.87M -138.9K (-6.9%) 0.24% -0.001 pp 0.09% +0.025 pp USD34.86 -13.7% 5 qtrs
45 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 58.6K -55.8K (-48.8%) 1.76M -1.9M (-52.2%) 0.23% -0.219 pp 0.00% -0.001 pp USD34.86 -13.7% 6 qtrs
46 NUVEEN, LLC 56.4K -844.0 (-1.5%) 1.70M -146.7K (-8.0%) 0.22% -0.003 pp 0.00% +0.000 pp USD39.53 -23.9% 4 qtrs
47 POINT72 ASSET MANAGEMENT, L.P. 55.9K +55.9K (+100.0%) 1.68M +1.7M (+100.0%) 0.22% +0.220 pp 0.00% +0.002 pp USD30.10 +0.0% 3 qtrs
48 QUANTINNO CAPITAL MANAGEMENT LP 54.6K +11.1K (+25.5%) 1.64M +241.9K (+17.3%) 0.22% +0.044 pp 0.00% -0.001 pp USD33.08 -9.0% 7 qtrs
49 GREAT WEST LIFE ASSURANCE CO /CAN/ 53.7K +421.0 (+0.8%) 1.62M -71.0K (-4.2%) 0.21% +0.002 pp 0.00% +0.000 pp USD37.53 -19.8% 39 qtrs
50 AQR CAPITAL MANAGEMENT LLC 48.8K -1.4K (-2.9%) 1.47M -149.8K (-9.3%) 0.19% -0.006 pp 0.00% 0.000 pp USD34.77 -13.4% 19 qtrs
51 ROYAL BANK OF CANADA 47.2K -5.3K (-10.1%) 1.42M -272.0K (-16.1%) 0.19% -0.021 pp 0.00% +0.000 pp USD40.60 -25.9% 43 qtrs
52 STIFEL FINANCIAL CORP 47.0K -4.5K (-8.7%) 1.41M -244.1K (-14.7%) 0.18% -0.018 pp 0.00% 0.000 pp USD42.25 -28.8% 28 qtrs
53 SEI INVESTMENTS CO 45.3K -2.3K (-4.8%) 1.36M -171.9K (-11.2%) 0.18% -0.009 pp 0.00% 0.000 pp USD49.22 -38.8% 32 qtrs
54 TEACHER RETIREMENT SYSTEM OF TEXAS 43.3K -1.2K (-2.8%) 1.30M -131.7K (-9.2%) 0.17% -0.005 pp 0.00% -0.001 pp USD39.93 -24.6% 6 qtrs
55 RUSSELL INVESTMENTS GROUP, LTD. 43.0K -1.7K (-3.7%) 1.29M -144.8K (-10.1%) 0.17% -0.006 pp 0.00% 0.000 pp USD41.54 -27.5% 37 qtrs
56 SWISS NATIONAL BANK 42.6K +1.0K (+2.4%) 1.28M -58.1K (-4.3%) 0.17% +0.004 pp 0.00% +0.000 pp USD34.83 -13.6% 37 qtrs
57 WELLS FARGO & COMPANY/MN 41.9K +2.7K (+6.8%) 1.26M -2.4K (-0.2%) 0.17% +0.011 pp 0.00% +0.000 pp USD38.56 -21.9% 43 qtrs
58 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 41.0K -709.0 (-1.7%) 1.23M -109.8K (-8.2%) 0.16% -0.003 pp 0.00% 0.000 pp USD51.85 -41.9% 23 qtrs
59 NARWHAL CAPITAL MANAGEMENT 37.2K -6.5K (-14.8%) 1.12M -287.5K (-20.4%) 0.15% -0.025 pp 0.08% -0.023 pp USD33.87 -11.1% 40 qtrs
60 PASADENA PRIVATE WEALTH, LLC 37.2K -685.0 (-1.8%) 1.12M -100.9K (-8.3%) 0.15% -0.003 pp 0.15% -0.023 pp USD33.83 -11.0% 9 qtrs
61 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 33.6K -100.0 (-0.3%) 1.01M -74.0K (-6.8%) 0.13% 0.000 pp 0.00% 0.000 pp USD36.15 -16.7% 25 qtrs
62 LANDMARK INVESTMENT PARTNERS, L.P. 33.2K -215.7K (-86.7%) 998.5K -7.0M (-87.5%) 0.13% -0.849 pp 0.47% -1.981 pp USD37.36 -19.4% 4 qtrs
63 Y-INTERCEPT (HONG KONG) LTD 33.0K +33.0K (+100.0%) 993.2K +993.2K (+100.0%) 0.13% +0.130 pp 0.02% +0.022 pp USD30.10 +0.0% 3 qtrs
64 PRELUDE CAPITAL MANAGEMENT, LLC 32.7K +798.0 (+2.5%) 984.3K -43.6K (-4.2%) 0.13% +0.003 pp 0.07% -0.008 pp USD32.17 -6.4% 8 qtrs
65 NOMURA ASSET MANAGEMENT CO LTD 32.0K +1.0K (+3.2%) 963.2K -35.6K (-3.6%) 0.13% +0.004 pp 0.00% 0.000 pp USD34.89 -13.7% 43 qtrs
66 DEUTSCHE BANK AG\ 31.3K +2.4K (+8.4%) 942.9K +11.8K (+1.3%) 0.12% +0.010 pp 0.00% +0.000 pp USD40.58 -25.8% 43 qtrs
67 MACQUARIE GROUP LTD 30.9K +— (+0.0%) 929.8K -65.3K (-6.6%) 0.12% +0.000 pp 0.00% +0.003 pp USD42.62 -29.4% 30 qtrs
68 CITIGROUP INC 30.6K -79.9K (-72.3%) 920.9K -2.6M (-74.1%) 0.12% -0.314 pp 0.00% -0.001 pp USD36.04 -16.5% 43 qtrs
69 ASSET MANAGEMENT ONE CO., LTD. 31.2K +— (+0.0%) 914.3K -92.2K (-9.2%) 0.12% +0.000 pp 0.00% 0.000 pp USD37.94 -20.7% 43 qtrs
70 ALLIANCEBERNSTEIN L.P. 30.1K +74.0 (+0.2%) 906.0K -61.4K (-6.3%) 0.12% +0.000 pp 0.00% +0.000 pp USD36.95 -18.5% 38 qtrs
71 VICTORY CAPITAL MANAGEMENT INC 28.0K +3.8K (+15.7%) 842.8K +63.1K (+8.1%) 0.11% +0.015 pp 0.00% +0.000 pp USD36.53 -17.6% 38 qtrs
72 CITADEL ADVISORS LLC 27.8K +27.8K (+100.0%) 836.3K +836.3K (+100.0%) 0.11% +0.109 pp 0.00% +0.000 pp USD30.10 +0.0% 1 qtrs NEW
73 QSV EQUITY INVESTORS LLC 26.2K -11.9K (-31.2%) 787.6K -438.1K (-35.7%) 0.10% -0.047 pp 1.16% -0.088 pp USD34.64 -13.1% 9 qtrs
74 THRIVENT FINANCIAL FOR LUTHERANS 25.2K +9.4K (+59.8%) 757.0K +250.0K (+49.3%) 0.10% +0.037 pp 0.00% +0.000 pp USD33.15 -9.2% 24 qtrs
75 LEGATO CAPITAL MANAGEMENT LLC 24.7K +24.7K (+100.0%) 742.2K +742.2K (+100.0%) 0.10% +0.097 pp 0.06% +0.064 pp USD30.10 +0.0% 1 qtrs NEW
76 SIMPLEX TRADING, LLC 24.4K +24.4K (+100.0%) 735.2K +735.2K (+100.0%) 0.10% +0.096 pp 0.00% +0.000 pp USD30.10 +0.0% 1 qtrs NEW
77 QUBE RESEARCH & TECHNOLOGIES LTD 24.0K +24.0K (+100.0%) 723.6K +723.6K (+100.0%) 0.09% +0.095 pp 0.00% +0.001 pp USD30.10 +0.0% 10 qtrs
78 BURFORD BROTHERS, INC. 23.9K -200.0 (-0.8%) 718.5K -57.0K (-7.4%) 0.09% -0.001 pp 0.30% -0.035 pp USD34.43 -12.6% 9 qtrs
79 SUMITOMO MITSUI TRUST HOLDINGS, INC. 23.5K -235.0 (-1.0%) 707.9K -57.4K (-7.5%) 0.09% -0.001 pp 0.00% +0.000 pp USD32.34 -6.9% 43 qtrs
80 STATE OF ALASKA, DEPARTMENT OF REVENUE 23.4K +146.0 (+0.6%) 702.0K -44.0K (-5.9%) 0.09% +0.001 pp 0.01% 0.000 pp USD35.03 -14.1% 30 qtrs
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 21.1K -21.0 (-0.1%) 634.6K -45.4K (-6.7%) 0.08% +0.000 pp 0.00% 0.000 pp USD22.00 +36.8% 43 qtrs
82 PRUDENTIAL FINANCIAL INC 20.5K -1.6K (-7.1%) 616.5K -93.8K (-13.2%) 0.08% -0.006 pp 0.00% 0.000 pp USD41.58 -27.6% 38 qtrs
83 FMR LLC 19.5K +117.0 (+0.6%) 586.5K -37.6K (-6.0%) 0.08% +0.001 pp 0.00% +0.000 pp USD33.61 -10.4% 30 qtrs
84 HIGHTOWER ADVISORS, LLC 17.4K -410.0 (-2.3%) 523.9K -50.1K (-8.7%) 0.07% -0.002 pp 0.00% 0.000 pp USD55.33 -45.6% 16 qtrs
85 PENSERRA CAPITAL MANAGEMENT LLC 16.5K +1.9K (+13.3%) 495.0K +27.0K (+5.8%) 0.06% +0.008 pp 0.01% +0.000 pp USD39.74 -24.3% 21 qtrs
86 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 16.7K +— (+0.0%) 494.8K -44.3K (-8.2%) 0.07% +0.000 pp 0.00% 0.000 pp USD39.34 -23.5% 43 qtrs
87 CAPITAL INVESTMENT ADVISORS, LLC 16.4K -372.0 (-2.2%) 492.9K -46.7K (-8.7%) 0.06% -0.001 pp 0.01% -0.001 pp USD14.12 +113.2% 43 qtrs
88 HORST & GRABEN WEALTH MANAGEMENT LLC 16.2K +— (+0.0%) 487.2K -34.3K (-6.6%) 0.06% +0.000 pp 0.07% -0.006 pp USD25.41 +18.5% 24 qtrs
89 INSPIRE INVESTING, LLC 15.6K +1.5K (+10.7%) 469.0K +15.7K (+3.5%) 0.06% +0.006 pp 0.04% -0.002 pp USD33.48 -10.1% 10 qtrs
90 BNP PARIBAS ARBITRAGE, SNC 15.4K +2.0K (+15.1%) 464.3K +32.5K (+7.5%) 0.06% +0.008 pp 0.00% +0.000 pp USD36.82 -18.3% 43 qtrs
91 METLIFE INVESTMENT MANAGEMENT, LLC 14.9K +218.0 (+1.5%) 448.6K -24.6K (-5.2%) 0.06% +0.001 pp 0.00% 0.000 pp USD47.33 -36.4% 33 qtrs
92 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 13.5K +5.5K (+68.6%) 406.7K +148.4K (+57.5%) 0.05% +0.022 pp 0.00% +0.000 pp USD32.00 -5.9% 3 qtrs
93 AMUNDI 13.4K +2.5K (+23.3%) 402.8K +64.7K (+19.1%) 0.05% +0.010 pp 0.00% +0.000 pp USD51.39 -41.4% 19 qtrs
94 VERSOR INVESTMENTS LP 13.2K +13.2K (+100.0%) 397.2K +397.2K (+100.0%) 0.05% +0.052 pp 0.06% +0.062 pp USD30.10 +0.0% 1 qtrs NEW
95 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 13.0K +69.0 (+0.5%) 392.6K -25.4K (-6.1%) 0.05% +0.000 pp 0.00% 0.000 pp USD41.17 -26.9% 24 qtrs
96 ILLINOIS MUNICIPAL RETIREMENT FUND 12.9K +741.0 (+6.1%) 387.9K -3.4K (-0.9%) 0.05% +0.003 pp 0.00% 0.000 pp USD34.15 -11.9% 9 qtrs
97 PRICE T ROWE ASSOCIATES INC /MD/ 12.8K +942.0 (+7.9%) 386.0K +4.0K (+1.0%) 0.05% +0.004 pp 0.00% +0.000 pp USD34.03 -11.5% 8 qtrs
98 TOROSO INVESTMENTS, LLC 12.0K +12.0K (+100.0%) 361.5K +361.5K (+100.0%) 0.05% +0.047 pp 0.00% +0.001 pp USD30.10 +0.0% 6 qtrs
99 BROOKWOOD INVESTMENT GROUP LLC 11.2K +1.5K (+15.9%) 337.7K +25.7K (+8.2%) 0.04% +0.006 pp 0.04% +0.000 pp USD32.67 -7.9% 3 qtrs
100 RAYMOND JAMES FINANCIAL INC 11.1K -2.7K (-19.3%) 335.4K -109.5K (-24.6%) 0.04% -0.011 pp 0.00% +0.000 pp USD40.98 -26.5% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 115 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 SRH REIT Covered Call ETF SRHR 3.70% 1.76M 0.75%
2 Invesco KBW Premium Yield Equity REIT ETF KBWY 3.16% 9.93M 0.35%
3 ALPS REIT Dividend Dogs ETF RDOG 2.17% 246.2K 0.35%
4 Hoya Capital Housing ETF HOMZ 1.29% 449.2K 0.30%
5 Hoya Capital High Dividend Yield ETF RIET 1.08% 1.16M 0.50%
6 ProShares - Russell 2000 Dividend Growers ETF SMDV 0.93% 6.42M 0.40%
7 Invesco S&P SmallCap Low Volatility ETF XSLV 0.64% 1.57M 0.25%
8 Nuveen Short-Term REIT NURE 0.50% 177.9K 0.35%
9 Inspire Small/Mid Cap ETF ISMD 0.20% 651.3K 0.53%
10 Invesco S&P SmallCap Financials ETF PSCF 0.13% 35.1K 0.29%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.89
Neutral
Ratio by volume
0.93
Neutral
Buys
16
Sells
18
Shares acquired
59.5K
Shares disposed
64.2K
Cash buys
6.00
Cash sales
Net activity
-4,712
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
2026-05-22 Wood Catherine D. Director M-Exempt A Common Stock 3,429 0.00 16,903 D
2026-05-22 Swain Carol Director M-Exempt A Common Stock 3,429 0.00 10,340 D
2026-05-22 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Units 2,143 0.00 8,572 D
2026-05-22 Richards Paul Officer M-Exempt D Restricted Stock Units 2,143 0.00 8,572 D
2026-05-22 Mitts Brian Director D-Return D Common Stock 1,714 0.00 60,289 D
2026-05-22 McGraner Matt Officer M-Exempt D Restricted Stock Units 19,577 0.00 78,306 D
2026-05-22 LAFFER ARTHUR B Director M-Exempt D Restricted Stock Units 3,429 0.00 0 D
2026-05-22 KAVANAUGH SCOTT F Director M-Exempt A Common Stock 3,429 0.00 33,792 D
2026-05-22 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 19,577 0.00 78,306 D
2026-05-22 Constantino Edward N. Director M-Exempt A Common Stock 3,429 0.00 49,756 D
2026-04-02 Wood Catherine D. Director A-Award A Restricted Stock Units 4,800 0.00 4,800 D
2026-04-02 Swain Carol Director A-Award A Restricted Stock Units 4,800 0.00 4,800 D
2026-04-02 Sauter Dennis Charles Jr Officer A-Award A Restricted Stock Units 16,800 0.00 16,800 D
2026-04-02 Richards Paul Officer A-Award A Restricted Stock Units 31,900 0.00 31,900 D
2026-04-02 Mitts Brian Director A-Award A Restricted Stock Units 4,800 0.00 4,800 D
2026-04-02 McGraner Matt Officer M-Exempt A Restricted Stock Units 123,900 0.00 123,900 D
2026-04-02 LAFFER ARTHUR B Director A-Award A Restricted Stock Units 4,800 0.00 4,800 D
2026-04-02 KAVANAUGH SCOTT F Director A-Award A Restricted Stock Units 4,800 0.00 4,800 D
2026-04-02 DONDERO JAMES D Director / Officer / 10% Owner A-Award A Restricted Stock Units 123,900 0.00 123,900 D
2026-04-02 Constantino Edward N. Director A-Award A Restricted Stock Units 4,800 0.00 4,800 D
2026-03-28 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Units 2,073 0.00 4,144 D
2026-03-28 Richards Paul Officer M-Exempt A Common Stock 948 0.00 31,507 D
2026-03-28 Mitts Brian Director M-Exempt D Restricted Stock Units 3,730 0.00 7,460 D
2026-03-28 McGraner Matt Officer M-Exempt D Restricted Stock Units 15,870 0.00 31,740 D
2026-03-28 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 16,506 0.00 33,012 D
2026-03-20 Richards Paul Officer P-Purchase A Common Stock 200 24.11 4.8K 30,559 D
2026-03-20 McGraner Matt Officer P-Purchase A Common Stock 2,000 24.37 48.7K 331,334 D
2026-03-19 Richards Paul Officer P-Purchase A Common Stock 1,500 24.81 37.2K 30,359 D
2026-03-13 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Units 2,478 0.00 7,433 D
2026-03-13 Richards Paul Officer F-InKind D Common Stock 743 25.73 19.1K 28,859 D
2026-03-13 Mitts Brian Director M-Exempt D Restricted Stock Units 3,540 0.00 10,619 D
2026-03-13 McGraner Matt Officer M-Exempt D Restricted Stock Units 22,350 0.00 67,050 D
2026-03-13 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 22,350 0.00 682,339 D
2026-03-11 McGraner Matt Officer P-Purchase A Common Stock 1,000 26.14 26.1K 316,821 D
2026-03-09 Richards Paul Officer P-Purchase A Common Stock 2,000 26.34 52.7K 28,186 D
2026-03-09 McGraner Matt Officer P-Purchase A Common Stock 1,000 26.39 26.4K 315,821 D
2026-03-06 Richards Paul Officer P-Purchase A Common Stock 1,000 27.33 27.3K 26,186 D
2026-03-06 McGraner Matt Officer P-Purchase A Common Stock 1,000 27.36 27.4K 314,821 D
2026-03-05 McGraner Matt Officer P-Purchase A Common Stock 1,000 27.79 27.8K 313,821 D
2026-02-18 Sauter Dennis Charles Jr Officer M-Exempt A Common Stock 1,436 0.00 19,334 D
2026-02-18 Richards Paul Officer M-Exempt D Restricted Stock Units 692 0.00 0 D
2026-02-18 Mitts Brian Director F-InKind D Common Stock 1,317 29.93 39.4K 54,246 D
2026-02-18 McGraner Matt Officer F-InKind D Common Stock 4,764 29.93 142.6K 312,821 D
2026-02-18 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 11,939 0.00 659,989 D
2026-02-17 Sauter Dennis Charles Jr Officer M-Exempt A Common Stock 995 0.00 18,264 D
2026-02-17 Richards Paul Officer M-Exempt D Restricted Stock Units 455 0.00 464 D
2026-02-17 Mitts Brian Director M-Exempt D Restricted Stock Units 1,989 0.00 1,989 D
2026-02-17 McGraner Matt Officer M-Exempt D Restricted Stock Units 8,810 0.00 8,810 D
2026-02-17 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 11,939 0.00 0 D
2025-12-19 Mitts Brian Director S-Sale D Common Stock 8,452 28.05 237.1K 52,448 D
2025-12-18 Mitts Brian Director S-Sale D Common Stock 24,296 28.85 700.9K 0 I
2025-10-31 Mitts Brian Director S-Sale D Common Stock 5,000 30.52 152.6K 60,900 D
2025-08-15 Mitts Brian Director S-Sale D Common Stock 5,000 30.92 154.6K 65,900 D
2025-06-25 Richards Paul Officer P-Purchase A Common Stock 5,000 32.92 164.6K 24,689 D
2025-05-23 Richards Paul Officer P-Purchase A Common Stock 1,000 33.18 33.2K 19,869 D
2025-05-22 Wood Catherine D. Director A-Award A Restricted Stock Units 3,429 0.00 3,429 D
2025-05-22 Swain Carol Director A-Award A Restricted Stock Units 3,429 0.00 3,429 D
2025-05-22 Sauter Dennis Charles Jr Officer A-Award A Restricted Stock Units 10,715 0.00 10,715 D
2025-05-22 Richards Paul Officer A-Award A Restricted Stock Units 10,715 0.00 10,715 D
2025-05-22 Mitts Brian Director A-Award A Restricted Stock Units 3,429 0.00 3,429 D
2025-05-22 McGraner Matt Officer A-Award A Restricted Stock Units 97,883 0.00 97,883 D
2025-05-22 LAFFER ARTHUR B Director A-Award A Restricted Stock Units 3,429 0.00 3,429 D
2025-05-22 KAVANAUGH SCOTT F Director A-Award A Restricted Stock Units 3,429 0.00 3,429 D
2025-05-22 DONDERO JAMES D Director / Officer / 10% Owner A-Award A Restricted Stock Units 97,883 0.00 97,883 D
2025-05-22 Constantino Edward N. Director A-Award A Restricted Stock Units 3,429 0.00 3,429 D
2025-05-11 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Units 350 0.00 0 D
2025-05-11 Richards Paul Officer M-Exempt D Restricted Stock Units 368 0.00 0 D
2025-05-11 Mitts Brian Director M-Exempt A Common Stock 1,010 0.00 74,100 D
2025-05-11 McGraner Matt Officer M-Exempt D Restricted Stock Units 8,647 0.00 0 D
2025-05-11 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 6,779 0.00 499,783 D
2025-05-07 Mitts Brian Director S-Sale D Common Stock 2,500 37.55 93.9K 70,900 D
2025-04-07 Richards Paul Officer P-Purchase A Common Stock 800 34.14 27.3K 18,493 D
2025-03-28 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Units 2,073 0.00 6,217 D
2025-03-28 Richards Paul Officer M-Exempt D Restricted Stock Unit 948 0.00 2,842 D
2025-03-28 Mitts Brian Director M-Exempt D Restricted Stock Units 3,730 0.00 11,190 D
2025-03-28 McGraner Matt Officer F-InKind D Common Stock 6,838 39.08 267.2K 292,073 D
2025-03-28 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 16,506 0.00 49,518 D
2025-03-13 Wood Catherine D. Director M-Exempt D Restricted Share Units 4,117 0.00 0 D
2025-03-13 Swain Carol Director M-Exempt D Restricted Stock Units 4,117 0.00 0 D
2025-03-13 Sauter Dennis Charles Jr Officer F-InKind D Common Stock 691 38.69 26.7K 15,503 D
2025-03-13 Richards Paul Officer M-Exempt A Common Stock 1,416 0.00 12,862 D
2025-03-13 Mitts Brian Director M-Exempt D Restricted Stock Units 3,540 0.00 14,159 D
2025-03-13 McGraner Matt Officer M-Exempt A Common Stock 22,352 0.00 292,384 D
2025-03-13 LAFFER ARTHUR B Director M-Exempt A Common Stock 4,117 0.00 20,652 D
2025-03-13 KAVANAUGH SCOTT F Director M-Exempt D Restricted Stock Units 4,117 0.00 0 D
2025-03-13 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 22,352 0.00 475,233 D
2025-03-13 Constantino Edward N. Director M-Exempt D Restricted Stock Units 4,117 0.00 0 D
2025-02-20 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Units 504 0.00 0 D
2025-02-20 Richards Paul Officer M-Exempt D Restricted Stock Unit 588 0.00 0 D
2025-02-20 Mitts Brian Director M-Exempt D Restricted Stock Units 1,597 0.00 0 D
2025-02-20 McGraner Matt Officer M-Exempt D Restricted Stock Units 12,445 0.00 0 D
2025-02-20 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 9,756 0.00 0 D
2025-02-18 Sauter Dennis Charles Jr Officer F-InKind D Common Stock 496 39.71 19.7K 13,391 D
2025-02-18 Richards Paul Officer M-Exempt D Restricted Stock Units 694 0.00 692 D
2025-02-18 Mitts Brian Director M-Exempt D Restricted Stock Units 2,216 0.00 2,214 D
2025-02-18 McGraner Matt Officer M-Exempt D Restricted Stock Units 15,182 0.00 15,182 D
2025-02-18 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 11,941 0.00 668,974 D
2025-02-17 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Units 995 0.00 1,989 D
2025-02-17 Richards Paul Officer M-Exempt D Restricted Stock Units 455 0.00 909 D
2025-02-17 Mitts Brian Director M-Exempt D Restricted Stock Units 1,989 0.00 3,978 D
2025-02-17 McGraner Matt Officer M-Exempt D Restricted Stock Units 8,810 0.00 17,620 D
2025-02-17 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 8,810 0.00 657,033 D
2025-01-01 Richards Paul Officer Restricted Stock Units 7,080 0.00 0 D
2024-06-28 Mitts Brian Director / Officer S-Sale D Common Stock 2,000 39.40 78.8K 65,696
2024-05-11 Sauter Dennis Charles Jr Officer F-InKind D Common Stock 96 35.88 3.4K 11,789
2024-05-11 Mitts Brian Director / Officer M-Exempt A Common Stock 1,010 0.00 67,957
2024-05-11 McGraner Matt Officer M-Exempt D Restricted Stock Units 8,647 0.00 8,647
2024-05-11 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 6,779 0.00 6,779
2024-05-02 Mitts Brian Director / Officer S-Sale D Common Stock 5,000 34.25 171.3K 66,947
2024-03-28 Wood Catherine D. Director M-Exempt A Common Stock 2,794 0.00 9,357
2024-03-28 Swain Carol Director M-Exempt D Restricted Stock Units 2,794 0.00 0
2024-03-28 Sauter Dennis Charles Jr Officer F-InKind D Common Stock 639 32.19 20.6K 11,535
2024-03-28 Mitts Brian Director / Officer F-InKind D Common Stock 959 32.19 30.9K 71,974
2024-03-28 McGraner Matt Officer M-Exempt D Restricted Stock Units 15,870 0.00 63,480
2024-03-28 LAFFER ARTHUR B Director M-Exempt D Restricted Stock Units 2,794 0.00 0
2024-03-28 KAVANAUGH SCOTT F Director M-Exempt D Restricted Stock Units 2,794 0.00 0
2024-03-28 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 16,506 0.00 66,024
2024-03-28 Constantino Edward N. Director M-Exempt A Common Stock 2,794 0.00 45,666
2024-03-13 Wood Catherine D. Director A-Award A Restricted Stock Units 4,117 0.00 4,117
2024-03-13 Swain Carol Director A-Award A Restricted Stock Units 4,117 0.00 4,117
2024-03-13 Sauter Dennis Charles Jr Officer A-Award A Restricted Stock Units 12,389 0.00 12,389
2024-03-13 Mitts Brian Director / Officer A-Award A Restricted Stock Units 17,699 0.00 17,699
2024-03-13 McGraner Matt Officer A-Award A Restricted Stock Units 111,752 0.00 111,752
2024-03-13 LAFFER ARTHUR B Director A-Award A Restricted Stock Units 4,117 0.00 4,117
2024-03-13 KAVANAUGH SCOTT F Director A-Award A Restricted Stock Units 4,117 0.00 4,117
2024-03-13 DONDERO JAMES D Director / Officer / 10% Owner A-Award A Restricted Stock Units 111,752 0.00 111,752
2024-03-13 Constantino Edward N. Director A-Award A Restricted Stock Units 4,117 0.00 4,117
2024-02-21 Mitts Brian Director / Officer M-Exempt D Restricted Stock Units 3,472 0.00 0
2024-02-21 McGraner Matt Officer M-Exempt A Common Stock 13,067 0.00 239,263
2024-02-21 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 8,904 0.00 396,491
2024-02-20 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Unit 504 0.00 504
2024-02-20 Mitts Brian Director / Officer M-Exempt D Restricted Stock Units 1,597 0.00 1,598
2024-02-20 McGraner Matt Officer F-InKind D Common Stock 5,105 29.24 149.3K 226,196
2024-02-20 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 9,756 0.00 9,757
2024-02-18 Sauter Dennis Charles Jr Officer M-Exempt A Common Stock 1,436 0.00 10,267
2024-02-18 Mitts Brian Director / Officer F-InKind D Common Stock 756 31.08 23.5K 65,681
2024-02-18 McGraner Matt Officer F-InKind D Common Stock 4,254 31.08 132.2K 218,856
2024-02-18 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 11,941 0.00 23,880
2024-02-17 Sauter Dennis Charles Jr Officer M-Exempt A Common Stock 995 0.00 9,157
2024-02-17 Mitts Brian Director / Officer M-Exempt D Restricted Stock Units 1,990 0.00 5,967
2024-02-17 McGraner Matt Officer M-Exempt D Restricted Stock Units 8,810 0.00 26,430
2024-02-17 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 8,810 0.00 26,430
2024-01-08 Mitts Brian Director / Officer S-Sale D Common Stock 5,000 33.74 168.7K 62,883
2023-05-11 Sauter Dennis Charles Jr Officer M-Exempt D Restricted Stock Unit 350 0.00 700
2023-05-11 Mitts Brian Director / Officer M-Exempt D Restricted Stock Units 1,010 0.00 2,020
2023-05-11 McGraner Matt Officer F-InKind D Common Stock 3,754 42.12 158.1K 201,768
2023-05-11 Goetz Matthew Officer M-Exempt D Restricted Stock Units 584 0.00 1,169
2023-05-11 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 6,779 0.00 13,558
2023-03-28 Wood Catherine D. Director A-Award A Restricted Stock Units 2,794 0.00 2,794
2023-03-28 Swain Carol Director A-Award A Restricted Stock Units 2,794 0.00 2,794
2023-03-28 Sauter Dennis Charles Jr Officer A-Award A Restricted Stock Unit 10,363 0.00 10,363
2023-03-28 Mitts Brian Director / Officer A-Award A Restricted Stock Units 18,652 0.00 18,652
2023-03-28 McGraner Matt Officer A-Award A Restricted Stock Units 79,350 0.00 79,350
2023-03-28 LAFFER ARTHUR B Director A-Award A Restricted Stock Units 2,794 0.00 2,794
2023-03-28 KAVANAUGH SCOTT F Director A-Award A Restricted Stock Units 2,794 0.00 2,794
2023-03-28 Goetz Matthew Officer A-Award A Restricted Stock Units 6,795 0.00 6,795
2023-03-28 DONDERO JAMES D Director / Officer / 10% Owner A-Award A Restricted Stock Units 82,530 0.00 82,530
2023-03-28 Constantino Edward N. Director A-Award A Restricted Stock Units 2,794 0.00 2,794
2023-02-21 Mitts Brian Director / Officer M-Exempt D Restricted Stock Units 3,472 0.00 3,472
2023-02-21 McGraner Matt Officer M-Exempt D Restricted Stock Units 13,067 0.00 13,067
2023-02-21 Goetz Matthew Officer M-Exempt D Restricted Stock Units 3,136 0.00 3,136
2023-02-21 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 8,904 0.00 46,676
2023-02-20 Sauter Dennis Charles Jr Officer M-Exempt A Common Stock 504 0.00 7,974
2023-02-20 Mitts Brian Director / Officer M-Exempt A Common Stock 1,598 0.00 64,875
2023-02-20 McGraner Matt Officer M-Exempt A Common Stock 12,445 0.00 194,841
2023-02-20 Goetz Matthew Officer M-Exempt D Restricted Stock Units 841 0.00 1,682
2023-02-20 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 9,756 0.00 19,513
2023-02-18 Sauter Dennis Charles Jr Officer F-InKind D Common Stock 452 48.61 22.0K 7,470
2023-02-18 Mitts Brian Director / Officer M-Exempt A Common Stock 2,216 0.00 63,908
2023-02-18 McGraner Matt Officer M-Exempt A Common Stock 15,182 0.00 187,013
2023-02-18 Goetz Matthew Officer M-Exempt D Restricted Stock Units 1,026 0.00 3,077
2023-02-18 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 11,941 0.00 27,893
2023-02-17 Wood Catherine D. Director M-Exempt A Common Stock 1,599 0.00 6,563
2023-02-17 Sauter Dennis Charles Jr Officer F-InKind D Common Stock 304 48.61 14.8K 6,486
2023-02-17 Mitts Brian Director / Officer F-InKind D Common Stock 609 48.61 29.6K 61,692
2023-02-17 McGraner Matt Officer M-Exempt D Restricted Stock Units 8,811 0.00 35,240
2023-02-17 LAFFER ARTHUR B Director M-Exempt A Common Stock 1,599 0.00 13,741
2023-02-17 KAVANAUGH SCOTT F Director M-Exempt A Common Stock 1,599 0.00 23,452
2023-02-17 Goetz Matthew Officer M-Exempt A Common Stock 768 0.00 90,442
2023-02-17 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 8,811 0.00 35,240
2023-02-17 Constantino Edward N. Director M-Exempt A Common Stock 1,599 0.00 42,872
2022-11-04 Sauter Dennis Charles Jr Officer P-Purchase A Common Stock 1,111 44.59 49.5K 5,795
2022-11-04 DONDERO JAMES D Officer P-Purchase A Common Stock 28,488 44.78 1.28M 350,712
2022-08-31 LAFFER ARTHUR B Director P-Purchase A Common Stock 4,701 52.92 248.8K 34,304
2022-08-02 Swain Carol Director 0 0.00 0
2022-06-16 DONDERO JAMES D Officer P-Purchase A Common Stock 17,050 59.01 1.01M 2,033,188
2022-05-11 Sauter Dennis Charles Jr Director M-Exempt A Common Stock 351 0.00 3,572
2022-05-11 Mitts Brian Director / Officer M-Exempt A Common Stock 1,010 0.00 60,311
2022-05-11 McGraner Matt Officer M-Exempt D Restricted Stock Units 8,648 0.00 25,941
2022-05-11 Goetz Matthew Officer M-Exempt D Restricted Stock Units 584 0.00 1,753
2022-05-11 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 6,779 0.00 20,337
2022-03-29 Mitts Brian Officer S-Sale D Common Stock 1,100 90.80 99.9K 59,301
2022-03-16 Mitts Brian Officer S-Sale D Common Stock 1,000 87.58 87.6K 60,401
2022-02-21 Mitts Brian Director / Officer M-Exempt D Restricted Stock Units 3,472 0.00 6,944
2022-02-21 McGraner Matt Officer M-Exempt D Restricted Stock Units 13,067 0.00 26,134
2022-02-21 Goetz Matthew Officer M-Exempt D Restricted Stock Units 3,136 0.00 6,272
2022-02-21 DONDERO JAMES D Director / Officer / 10% Owner M-Exempt A Common Stock 8,904 0.00 84,367
2022-02-20 Sauter Dennis Charles Jr Director M-Exempt A Common Stock 505 0.00 3,221
2022-02-20 Mitts Brian Director / Officer M-Exempt A Common Stock 1,598 0.00 57,779
2022-02-20 McGraner Matt Officer M-Exempt A Common Stock 12,446 0.00 157,186

Executive team

Top executives
EBIT / Employee
14.35M
Shares Outstanding
25.38M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Matt McGraner Executive VP and Chief Investment Officer 3.45M 3.45M 100.00%
2 2024 James Dondero President and Chairman 3.45M 3.45M 100.00%
3 2024 Brian Mitts Former Chief Financial Officer, Executive VP- Finance, Secretary and Treasurer and Director 546.7K 546.7K 100.00%
4 2024 D. C. Sauter General Counsel and Secretary 382.7K 382.7K 100.00%
5 2023 James Dondero President and Chairman 3.27M 3.27M 100.00%
6 2023 Matt McGraner Executive VP and Chief Investment Officer 3.15M 3.15M 100.00%
7 2023 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director 739.4K 739.4K 100.00%
8 2023 Brian Mitts Former Chief Financial Officer, Executive VP- Finance, Secretary and Treasurer and Director 739.4K 739.4K 100.00%
9 2023 Matthew Goetz Former Senior VP-Investments and Asset Management 515.3K 515.3K 100.00%
10 2023 D. C. Sauter General Counsel and Secretary 410.8K 410.8K 100.00%
11 2023 D. C. Sauter General Counsel 410.8K 410.8K 100.00%
12 2022 Matt McGraner Executive VP and Chief Investment Officer 3.69M 3.69M 100.00%
13 2022 James Dondero President and Chairman 3.69M 3.69M 100.00%
14 2022 Brian Mitts Former Chief Financial Officer, Executive VP- Finance, Secretary and Treasurer and Director 834.4K 834.4K 100.00%
15 2022 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director 834.4K 834.4K 100.00%
16 2022 D. C. Sauter General Counsel and Secretary 417.2K 417.2K 100.00%
17 2022 D.D. C. Sauter General Counsel 417.2K 417.2K 100.00%
18 2022 D. C. Sauter General Counsel 417.2K 417.2K 100.00%
19 2022 Matthew Goetz Senior VP-Investments and Asset Management 321.8K 321.8K 100.00%
20 2022 Matthew Goetz Former Senior VP-Investments and Asset Management 321.8K 321.8K 100.00%
21 2021 Matt McGraner Executive VP and Chief Investment Officer 3.14M 3.14M 100.00%
22 2021 James Dondero President and Chairman 2.47M 2.47M 100.00%
23 2021 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director 459.0K 459.0K 100.00%
24 2021 D.D. C. Sauter General Counsel 297.5K 297.5K 100.00%
25 2021 D. C. Sauter General Counsel 297.5K 297.5K 100.00%
26 2021 D.C. Sauter General Counsel 297.5K 297.5K 100.00%
27 2021 Matthew Goetz Former Senior VP-Investments and Asset Management 212.5K 212.5K 100.00%
28 2021 Matthew Goetz Senior VP-Investments and Asset Management 212.5K 212.5K 100.00%
29 2020 Matt McGraner Executive VP and Chief Investment Officer 4.49M 4.49M 100.00%
30 2020 James Dondero President and Chairman 3.52M 3.52M 100.00%
31 2020 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director 560.3K 560.3K 100.00%
32 2020 Matthew Goetz Senior VP-Investments and Asset Management 303.0K 303.0K 100.00%
33 2020 D.C. Sauter General Counsel 181.8K 181.8K 100.00%
34 2020 D.D. C. Sauter General Counsel 181.8K 181.8K 100.00%
35 2019 Matt McGraner Executive VP and Chief Investment Officer 2.45M 2.45M 100.00%
36 2019 James Dondero President 1.67M 1.67M 100.00%
37 2019 James Dondero President and Chairman 1.67M 1.67M 100.00%
38 2019 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer 651.0K 651.0K 100.00%
39 2019 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director 651.0K 651.0K 100.00%
40 2019 Matthew Goetz Senior VP-Investments and Asset Management 588.0K 588.0K 100.00%
41 2018 Matt McGraner Executive VP and Chief Investment Officer 2.31M 2.31M 100.00%
42 2018 James Dondero President 1.55M 1.55M 100.00%
43 2018 James Dondero President and Chairman 1.55M 1.55M 100.00%
44 2018 Matthew Goetz Senior VP-Investments and Asset Management 604.5K 604.5K 100.00%
45 2018 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer and Director 546.0K 546.0K 100.00%
46 2018 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer 546.0K 546.0K 100.00%
47 2017 Matt McGraner Executive VP and Chief Investment Officer 1.81M 1.81M 100.00%
48 2017 James Dondero President 1.21M 1.21M 100.00%
49 2017 Matthew Goetz Senior VP-Investments and Asset Management 603.3K 603.3K 100.00%
50 2017 Brian Mitts Chief Financial Officer, Executive VP-Finance, Secretary and Treasurer 544.0K 544.0K 100.00%
CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2025-04-07 DEFA14A
2025-04-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 4
2026-05-27 4
2026-05-27 4
2026-05-27 4
2026-05-27 4
2026-05-27 4
2026-05-27 4
2026-05-27 4
2026-05-27 4
2026-05-27 4

Executive team

NameTitleCompensationGender
Bonner McDermett Vice President of Asset Investment Management
David Ernest Willmore Chief Accounting Officer, Assistant Treasurer & Assistant Secretary male
Dennis Charles Sauter Jr. General Counsel & Secretary male
James David Dondero Chairman, President & Chief Executive Officer male
Matthew Ryan McGraner Chief Investment Officer & Executive Vice President male
Matthew X. Goetz Senior Vice President of Investments & Asset Management male
Paul Richards CFO, Executive VP-Finance, Treasurer & Assistant Secretary male
ESG Rating
B
REIT - RESIDENTIAL
Rank: 14 out of 24
2026
E (Environmental)
64.4 / 66.6
Company / Sector avg.
S (Social)
75.1 / 64.9
Company / Sector avg.
G (Governance)
69.1 / 67.8
Company / Sector avg.
ESG Total
69.5 / 66.4
Company / Sector avg.
ESG Score History REIT - RESIDENTIAL
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
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