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Omega Healthcare Investors, Inc. (OHI)

USD48.44 +0.14 (+0.29%)
US NYSE Real Estate REIT - Healthcare Facilities
Address 303 International Circle 21030
Hunt Valley, MD, US
CEO C. Taylor Pickett
Website omegahealthcare.com
IPO 1992-08-07
CIK 888491 ISIN US6819361006

Explore sections of this company profile

Also trades on London Stock Exchange · 0KBL.L (USD) New York Stock Exchange · OHI (USD)
Description

Omega Healthcare Investors, Inc. functions as a Real Estate Investment Trust (REIT) primarily focused on the long-term healthcare sector. The company strategically invests in properties providing skilled nursing and assisted living services. A diverse array of healthcare operators manage these assets, predominantly utilizing a triple-net lease framework. Its portfolio is geographically distributed across all regions of the United States and also includes holdings in the United Kingdom.

News Sentiment (7d)
80 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
HEP whereby — 1994-08-24 View
MedEquities MRT 2019-02-08 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD48.44 +0.14 (+0.29%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.58
Float Shares
296.80M
Free Float %
99.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.60% -2.58% -0.45% -3.13% +1.83% +5.46% +26.17% +56.86% +24.66% +46.49% +136.40%
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 (28 ratings, all time) Hold
Price Targets & DCF
Current price
48.44
Low 45.00 -7.1%
Consensus 50.13 +3.5%
Median 51.00 +5.3%
High 54.00 +11.5%
DCF (Unlevered) 105.51 +117.8%
DCF (Levered) 76.34 +57.6%

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) 39% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 6 0
Hold 10 -1
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 4
51.00
+5.3%
Last Quarter 4
51.00
+5.3%
Last Year 15
49.20
+1.6%
All Time 32
42.94
-11.4%
Quality scores
Altman Z-Score
1.86
Grey zone
Piotroski F-Score
6 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
★ Strong MOAT
  • ✓
    Revenue growth
    +14.0% Q1'26: +16.7% (vs Q1'25)
  • ✓
    EPS growth
    +25.2% Q1'26: +42.4% (vs Q1'25)
  • —
    FCF margin
    — Q1'26: +65.1% (vs Q1'25)
  • —
    EBIT margin
    — Q1'26: +64.9% (vs Q1'25)
  • —
    ROIC
    — Q1'26: +8.2% (vs Q1'25)
  • ✗
    Share dilution
    +14.9% Q1'26: +6.8% (vs Q1'25)
  • ✓
    Debt / EBITDA
    3.64× Q1'26: 3.78× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.59) × ERP
WACC = 77% × Ke + 23% × Kd (5.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 105.51 Current price: 48.44
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 2005
actual 		Dec 2008
actual 		Dec 2009
actual 		Dec 2010
actual 		Dec 2011
actual 		Dec 2012
actual 		Dec 2013
actual 		Dec 2014
actual 		Dec 2015
actual 		Dec 2016
actual 		Dec 2017
actual 		Dec 2018
actual 		Dec 2019
actual 		Dec 2020
actual 		Dec 2021
actual 		Dec 2022
actual 		Dec 2023
actual 		Dec 2024
actual 		Dec 2025
actual 		Dec 2026
6 Rev. Ana.
4 EPS Ana. 		Dec 2027
6 Rev. Ana.
5 EPS Ana. 		Dec 2028
6 Rev. Ana.
4 EPS Ana. 		Dec 2029
5 Rev. Ana.
2 EPS Ana. 		Dec 2030
3 Rev. Ana.
2 EPS Ana.
Revenue
109.64M
est: 170.73M (-35.8%)
193.76M
est: 202.35M (-4.2%)
197.44M
est: 201.78M (-2.2%)
258.32M
est: 324.12M (-20.3%)
292.20M
est: 407.78M (-28.3%)
350.46M
est: 330.26M (+6.1%)
418.71M
est: 391.64M (+6.9%)
504.79M
est: 498.89M (+1.2%)
743.62M
est: 739.55M (+0.6%)
900.83M
est: 899.61M (+0.1%)
908.39M
est: 889.11M (+2.2%)
881.68M
est: 771.93M (+14.2%)
928.83M
est: 784.35M (+18.4%)
892.38M
est: 733.68M (+21.6%)
1.06B
est: 931.65M (+14.1%)
878.24M
est: 836.10M (+5.0%)
949.74M
est: 977.40M (-2.8%)
1.05B
est: 881.12M (+19.3%)
1.20B
est: 986.63M (+21.4%)
1.08B
1.04B – 1.15B
+9.6% YoY
1.14B
1.10B – 1.21B
+5.7% YoY
1.22B
1.21B – 1.23B
+6.7% YoY
1.22B
1.18B – 1.30B
+0.3% YoY
1.14B
1.10B – 1.21B
-6.6% YoY
EBITDA
101.35M
est: 92.81M (+9.2%)
157.26M
est: 163.43M (-3.8%)
165.88M
est: 168.52M (-1.6%)
233.66M
est: 295.81M (-21.0%)
239.84M
est: 310.94M (-22.9%)
339.78M
est: 321.72M (+5.6%)
393.22M
est: 367.95M (+6.9%)
471.48M
est: 465.25M (+1.3%)
628.44M
est: 721.39M (-12.9%)
826.96M
est: 805.74M (+2.6%)
613.76M
est: 701.07M (-12.5%)
779.21M
est: 693.28M (+12.4%)
854.24M
est: 704.43M (+21.3%)
715.64M
est: 658.93M (+8.6%)
992.70M
est: 911.45M (+8.9%)
1.00B
est: 750.91M (+33.4%)
810.84M
est: 911.94M (-11.1%)
947.11M
est: 822.11M (+15.2%)
1.17B
est: 920.56M (+27.1%)
1.01B
972.68M – 1.07B
+9.6% YoY
1.07B
1.03B – 1.13B
+5.7% YoY
1.14B
1.13B – 1.15B
+6.7% YoY
1.14B
1.10B – 1.21B
+0.3% YoY
1.07B
1.03B – 1.13B
-6.6% YoY
EBIT
76.07M
est: 105.99M (-28.2%)
117.37M
est: 110.07M (+6.6%)
121.19M
est: 117.65M (+3.0%)
149.04M
est: 186.55M (-20.1%)
139.51M
est: 167.93M (-16.9%)
226.79M
est: 202.52M (+12.0%)
264.57M
est: 248.80M (+6.3%)
348.22M
est: 340.83M (+2.2%)
417.73M
est: 476.15M (-12.3%)
559.89M
est: 507.08M (+10.4%)
326.16M
est: 133.72M (+143.9%)
497.94M
est: 547.48M (-9.1%)
552.56M
est: 503.57M (+9.7%)
385.72M
est: 403.17M (-4.3%)
650.68M
est: 513.99M (+26.6%)
669.39M
est: 525.58M (+27.4%)
491.16M
est: 627.04M (-21.7%)
642.46M
est: 565.27M (+13.7%)
844.75M
est: 632.97M (+33.5%)
693.59M
668.81M – 736.15M
+9.6% YoY
733.12M
706.93M – 778.11M
+5.7% YoY
782.41M
775.90M – 788.93M
+6.7% YoY
784.53M
756.50M – 832.68M
+0.3% YoY
732.90M
706.71M – 777.87M
-6.6% YoY
Net Income
38.75M
est: 49.56M (-21.8%)
78.14M
est: 79.71M (-2.0%)
82.11M
est: 82.68M (-0.7%)
58.44M
est: 66.44M (-12.0%)
52.61M
est: 48.94M (+7.5%)
120.70M
est: 113.38M (+6.5%)
172.52M
est: 160.22M (+7.7%)
221.35M
est: 217.69M (+1.7%)
224.52M
est: 257.21M (-12.7%)
366.42M
est: 350.16M (+4.6%)
100.42M
est: -143.98M (+169.7%)
281.58M
est: 302.48M (-6.9%)
341.12M
est: 294.92M (+15.7%)
159.33M
est: 17.01M (+836.7%)
416.74M
est: 342.62M (+21.6%)
426.93M
est: 384.20M (+11.1%)
242.18M
est: 419.71M (-42.3%)
406.33M
est: 476.40M (-14.7%)
590.11M
est: 599.14M (-1.5%)
615.52M
603.94M – 627.09M
+2.7% YoY
623.85M
609.16M – 637.54M
+1.4% YoY
661.05M
522.52M – 895.75M
+6.0% YoY
615.19M
586.61M – 664.26M
-6.9% YoY
—
— – —
-100.0% YoY
SGA
8.59M
est: 13.39M (-35.9%)
11.70M
est: 12.29M (-4.8%)
11.74M
est: 36.39M (-67.7%)
15.05M
est: 18.43M (-18.3%)
19.43M
est: 27.86M (-30.3%)
21.33M
est: 20.13M (+6.0%)
21.59M
est: 20.13M (+7.3%)
25.89M
est: 25.62M (+1.0%)
38.57M
est: 45.13M (-14.5%)
45.87M
est: 47.35M (-3.1%)
47.68M
est: 78.52M (-39.3%)
63.51M
est: 70.08M (-9.4%)
57.87M
est: 56.78M (+1.9%)
59.89M
est: 90.66M (-33.9%)
64.63M
est: 64.38M (+0.4%)
69.40M
est: 72.38M (-4.1%)
81.50M
est: 60.47M (+34.8%)
88.00M
est: 54.51M (+61.4%)
—
est: 61.04M (-100.0%)
66.89M
64.50M – 70.99M
+9.6% YoY
70.70M
68.17M – 75.04M
+5.7% YoY
75.45M
74.83M – 76.08M
+6.7% YoY
75.66M
72.96M – 80.30M
+0.3% YoY
70.68M
68.15M – 75.02M
-6.6% YoY
EPS
0.49
est: 0.81 (-39.5%)
0.94
est: 1.05 (-10.5%)
0.87
est: 0.92 (-5.4%)
0.52
est: 0.99 (-47.2%)
0.46
est: 1.08 (-57.2%)
1.12
est: 0.99 (+13.1%)
1.47
est: 1.24 (+18.5%)
1.75
est: 1.71 (+2.3%)
1.30
est: 1.37 (-5.3%)
1.91
est: 1.71 (+12.0%)
0.51
est: 0.65 (-21.0%)
1.41
est: 1.48 (-4.9%)
1.60
est: 1.71 (-6.4%)
0.70
est: 0.69 (+1.4%)
1.76
est: 2.06 (-14.7%)
1.81
est: 2.08 (-13.1%)
1.01
est: 1.33 (-24.0%)
1.57
est: 1.53 (+2.4%)
2.02
est: 1.93 (+4.6%)
1.99
1.94 – 2.02
+2.9% YoY
2.01
1.96 – 2.05
+1.1% YoY
2.06
1.68 – 2.88
+2.3% YoY
1.98
1.89 – 2.14
-3.7% YoY
—
— – —
-100.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-21 Scotiabank Sector Perform Sector Perform Maintain
2026-05-13 UBS Buy Buy Maintain
2026-05-04 RBC Capital Sector Perform Sector Perform Maintain
2026-05-01 Citigroup Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-27 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-26 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-22 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-21 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-20 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-19 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-05-18 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-05-15 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-05-14 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-05-13 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-05-12 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-05-11 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-05-08 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-07 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-06 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-05 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-04 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-01 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-29 B 3/5 4/5 4/5 5/5 1/5 1/5 1/5
2026-04-28 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-27 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-21 B+ 3/5 4/5 4/5 5/5 1/5 2/5 2/5
2026-04-20 B+ 3/5 4/5 4/5 5/5 1/5 2/5 2/5
2026-04-17 B+ 3/5 4/5 4/5 5/5 1/5 2/5 2/5
2026-04-16 B+ 3/5 4/5 4/5 5/5 1/5 2/5 2/5
2026-04-15 B+ 3/5 4/5 4/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
495.02M
OE per share TTM
2.39
Owner's Yield
3.56%
Maintenance CapEx ratio
38.37%
Maint CapEx / Avg PPE
50.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
756
Total invested
10.27B
Insider transactions (90d)
0
Beneficial owners (>5%)
19
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 34.82M 14.57% — 352.8K 34.25M 567.3K IA Pennsylvania For 2022-02-10 ↗
2 (1) BlackRock, Inc. 28.24M 11.80% 25.84M — 28.24M — HC Delaware 2022-01-27 ↗
3 Cohen & Steers, Inc. 14-1904657 17.75M 6.88% 12.58M — 17.75M — HC, CO — 2024-11-14 ↗
4 Cohen & Steers Capital Management, Inc.     13-3353336 17.64M 6.84% 12.52M — 17.64M — IA, CO — 2024-11-14 ↗
5 232802869 8.80M 10.34% — — — 8.80M IA 19087 2010-02-12 ↗
6 OCP LCF Holdings Inc. 5.26M 4.80% 142.2K — 10.89M 142.2K CO Pennsylvania 2012-02-08 ↗
7 Asset Management Co., Ltd. 3.78M 82.00% 3.78M — 79.7K — IA Japan 2009-02-12 ↗
8 Morgan Stanley 1.56M 1.40% 1.55M — 1.56M — HC, CO The state of organization is Delaware. 2012-11-08 ↗
9 LG Aviv L.P. 1.49M 0.80% — — — 1.49M PN Delaware 2015-04-13 ↗
10 Coral Partners II, a limited partnership 1.28M 12.95% 7.19M — — — PN, IN Delaware 2013-01-30 ↗
11 Kramer Spellman, L.P. 573.0K 9.84% 259.5K 103.0K 18.02M 190.5K PN Pennsylvania 2015-02-11 ↗
12 First Trust Portfolios L.P., First Trust Advisors L.P., The Charger Corporation 552.7K 27.29% 370.9K 134.0K 26.39M 259.0K BD, IA, HC Pennsylvania 2016-02-11 ↗
13 Cohen & Steers UK Limited 86.9K 0.03% 46.2K — 86.9K — IA, CO — 2024-11-14 ↗
14 Cohen & Steers Ireland Limited 18.5K 0.01% 18.5K — 18.5K — FI, CO — 2024-11-14 ↗
15 Daiwa Asset Management Co. Ltd. 11.4K 0.00% 11.4K — 11.4K — FI Japan 2017-02-07 ↗
16 Sidus Investment Partners, L.P. 6.00 5.90% 231.5K 78.5K 15.47M 174.0K PN Pennsylvania 2014-02-12 ↗
17 13-3353336 — 0.00% — — — — IA, CO New York 2017-02-14 ↗
18 Cohen & Steers Asia Limited — 0.00% — — — — IA, CO — 2024-11-14 ↗
19 Cohen & Steers Europe S.A. — 0.00% — — — — IA, CO Belgium 2010-02-12 ↗

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
756
+10 vs prev Q
New positions
90
Closed positions
75
Increased
408
Reduced
227
Put/Call ratio
1.53
Calls held
743.1K
Puts held
1.14M
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 — 514.1K +514.1K (+100.0%) 22.80B +22.8B (+100.0%) 0.17% +0.174 pp 0.58% +0.581 pp USD44.34 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 42.16M +7.6K (+0.0%) 1.87B +89.7M (+5.0%) 14.24% -0.238 pp 0.03% +0.001 pp USD41.07 +8.0% 84 qtrs —
3 BLACKROCK, INC. 36.80M +1.4M (+3.9%) 1.63B +136.7M (+9.1%) 12.43% +0.268 pp 0.03% +0.001 pp USD40.67 +9.0% 6 qtrs —
4 STATE STREET CORP 14.62M -7.4K (-0.1%) 648.17M +30.7M (+5.0%) 4.94% -0.086 pp 0.02% +0.000 pp USD33.71 +31.5% 51 qtrs —
5 COHEN & STEERS, INC. 13.45M -3.7M (-21.5%) 596.26M -126.9M (-17.5%) 4.54% -1.342 pp 1.08% -0.227 pp USD40.30 +10.0% 7 qtrs —
6 GEODE CAPITAL MANAGEMENT, LLC 8.52M +734.8K (+9.4%) 377.65M +49.1M (+14.9%) 2.88% +0.204 pp 0.02% +0.002 pp USD33.94 +30.6% 78 qtrs —
7 INVESCO LTD. 5.37M +424.0K (+8.6%) 238.06M +29.3M (+14.0%) 1.81% +0.115 pp 0.04% +0.004 pp USD39.21 +13.1% 57 qtrs —
8 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.46M +174.1K (+4.1%) 197.93M +16.8M (+9.3%) 1.51% +0.033 pp 0.03% +0.002 pp USD33.42 +32.7% 100 qtrs —
9 BANK OF NEW YORK MELLON CORP 4.46M +696.8K (+18.5%) 197.67M +38.9M (+24.5%) 1.51% +0.214 pp 0.04% +0.004 pp USD35.04 +26.5% 66 qtrs —
10 DIMENSIONAL FUND ADVISORS LP 4.31M +103.2K (+2.5%) 191.30M +13.5M (+7.6%) 1.46% +0.010 pp 0.04% +0.002 pp USD33.74 +31.4% 51 qtrs —
11 BANK OF AMERICA CORP /DE/ 3.66M +466.0K (+14.6%) 162.45M +27.4M (+20.3%) 1.24% +0.139 pp 0.01% +0.003 pp USD37.30 +18.9% 52 qtrs —
12 DEUTSCHE BANK AG\ 3.62M +392.6K (+12.2%) 160.33M +24.2M (+17.8%) 1.22% +0.113 pp 0.05% +0.007 pp USD38.28 +15.8% 50 qtrs —
13 JPMORGAN CHASE & CO 3.59M +173.8K (+5.1%) 159.22M +14.9M (+10.4%) 1.21% +0.038 pp 0.01% +0.001 pp USD38.07 +16.5% 51 qtrs —
14 AQR CAPITAL MANAGEMENT LLC 3.53M +539.2K (+18.0%) 156.38M +31.3M (+25.0%) 1.19% +0.164 pp 0.08% +0.002 pp USD39.06 +13.5% 82 qtrs —
15 NORGES BANK 3.52M +3.5M (+100.0%) 156.17M +156.2M (+100.0%) 1.19% +1.190 pp 0.02% +0.017 pp USD44.34 +0.0% 1 qtrs NEW
16 CENTERSQUARE INVESTMENT MANAGEMENT LLC 3.35M +47.0K (+1.4%) 148.42M +9.1M (+6.5%) 1.13% -0.003 pp 1.46% +0.065 pp USD32.44 +36.7% 19 qtrs —
17 NORTHERN TRUST CORP 2.89M -66.8K (-2.3%) 128.21M +3.3M (+2.6%) 0.98% -0.040 pp 0.02% +0.000 pp USD36.11 +22.8% 51 qtrs —
18 MORGAN STANLEY 2.49M -454.7K (-15.4%) 110.42M -13.9M (-11.2%) 0.84% -0.170 pp 0.01% -0.001 pp USD33.68 +31.7% 51 qtrs —
19 DAIWA SECURITIES GROUP INC. 2.44M -617.8K (-20.2%) 108.20M -20.9M (-16.2%) 0.82% -0.226 pp 0.35% -0.090 pp USD40.37 +9.8% 57 qtrs —
20 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2.22M +1.7M (+327.5%) 98.56M +76.6M (+349.0%) 0.75% +0.572 pp 1.45% +1.134 pp USD43.84 +1.1% 2 qtrs —
21 UBS ASSET MANAGEMENT AMERICAS INC 2.11M +2.1M (+100.0%) 93.48M +93.5M (+100.0%) 0.71% +0.712 pp 0.02% +0.020 pp USD44.34 +0.0% 67 qtrs —
22 LEGAL & GENERAL GROUP PLC 2.00M +216.9K (+12.2%) 88.51M +13.4M (+17.8%) 0.67% +0.063 pp 0.02% +0.003 pp USD35.17 +26.1% 75 qtrs —
23 TWO SIGMA INVESTMENTS, LP 1.86M +743.4K (+66.7%) 82.40M +35.3M (+75.1%) 0.63% +0.245 pp 0.12% +0.046 pp USD40.68 +9.0% 8 qtrs —
24 UBS GROUP AG 1.83M +426.4K (+30.4%) 81.08M +21.9M (+37.0%) 0.62% +0.136 pp 0.01% +0.004 pp USD38.70 +14.6% 45 qtrs —
25 RUSSELL INVESTMENTS GROUP, LTD. 1.78M -274.7K (-13.3%) 79.13M -7.8M (-9.0%) 0.60% -0.105 pp 0.09% -0.013 pp USD39.48 +12.3% 37 qtrs —
26 QUANTINNO CAPITAL MANAGEMENT LP 1.43M +383.0K (+36.5%) 63.47M +19.2M (+43.4%) 0.48% +0.123 pp 0.13% +0.007 pp USD41.23 +7.5% 11 qtrs —
27 ASSETMARK, INC 1.41M +54.7K (+4.0%) 62.54M +5.3M (+9.3%) 0.48% +0.010 pp 0.13% +0.005 pp USD33.89 +30.8% 27 qtrs —
28 TWO SIGMA ADVISERS, LP 1.34M +818.6K (+156.6%) 59.48M +37.4M (+169.4%) 0.45% +0.274 pp 0.12% +0.072 pp USD41.93 +5.7% 8 qtrs —
29 ABRDN PLC 1.31M +89.6K (+7.4%) 57.87M +6.7M (+13.1%) 0.44% +0.023 pp 0.09% +0.009 pp USD33.13 +33.8% 31 qtrs —
30 LSV ASSET MANAGEMENT 1.22M -64.2K (-5.0%) 53.91M -133.0K (-0.2%) 0.41% -0.029 pp 0.12% -0.002 pp USD29.11 +52.3% 54 qtrs —
31 WELLS FARGO & COMPANY/MN 1.15M +18.2K (+1.6%) 51.16M +3.2M (+6.7%) 0.39% 0.000 pp 0.01% +0.000 pp USD36.45 +21.6% 57 qtrs —
32 AMUNDI 1.15M +384.9K (+50.5%) 50.88M +19.7M (+63.1%) 0.39% +0.126 pp 0.01% +0.004 pp USD38.06 +16.5% 19 qtrs —
33 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.10M -74.5K (-6.4%) 48.58M -821.1K (-1.7%) 0.37% -0.032 pp 0.17% +0.005 pp USD37.09 +19.5% 20 qtrs —
34 SCHRODER INVESTMENT MANAGEMENT GROUP 1.06M -25.9K (-2.4%) 47.36M +2.4M (+5.3%) 0.36% -0.015 pp 0.04% +0.001 pp USD39.30 +12.8% 6 qtrs —
35 GOLDMAN SACHS GROUP INC 1.05M +380.7K (+56.7%) 46.66M +18.3M (+64.6%) 0.36% +0.124 pp 0.01% +0.002 pp USD39.43 +12.5% 73 qtrs —
36 ADVISORS CAPITAL MANAGEMENT, LLC 936.4K +18.3K (+2.0%) 41.52M +2.8M (+7.1%) 0.32% +0.001 pp 0.49% +0.008 pp USD34.13 +29.9% 19 qtrs —
37 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 903.5K +47.8K (+5.6%) 40.23M +4.0M (+11.1%) 0.31% +0.011 pp 0.07% +0.007 pp USD38.35 +15.6% 17 qtrs —
38 SEI INVESTMENTS CO 832.2K -103.2K (-11.0%) 36.90M -2.6M (-6.6%) 0.28% -0.040 pp 0.04% -0.006 pp USD39.43 +12.5% 45 qtrs —
39 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 810.4K -174.7K (-17.7%) 35.93M -5.7M (-13.6%) 0.27% -0.065 pp 0.02% -0.004 pp USD33.60 +32.0% 58 qtrs —
40 RHUMBLINE ADVISERS 786.0K -16.3K (-2.0%) 34.85M +976.0K (+2.9%) 0.27% -0.010 pp 0.03% +0.001 pp USD33.55 +32.2% 52 qtrs —
41 MARSHALL WACE, LLP 776.6K +365.7K (+89.0%) 34.44M +17.1M (+98.5%) 0.26% +0.121 pp 0.03% +0.014 pp USD40.51 +9.5% 7 qtrs —
42 AMERIPRISE FINANCIAL INC 728.9K -122.3K (-14.4%) 32.31M -3.6M (-10.1%) 0.25% -0.046 pp 0.01% -0.001 pp USD30.71 +44.4% 55 qtrs —
43 D. E. SHAW & CO., INC. 707.8K +366.3K (+107.2%) 31.38M +17.0M (+117.7%) 0.24% +0.122 pp 0.02% +0.009 pp USD41.07 +8.0% 24 qtrs —
44 NUVEEN, LLC 698.3K -264.8K (-27.5%) 30.96M -9.7M (-23.9%) 0.24% -0.095 pp 0.01% -0.003 pp USD38.00 +16.7% 4 qtrs —
45 AMERICAN CENTURY COMPANIES INC 655.1K +535.9K (+449.3%) 29.05M +24.0M (+476.9%) 0.22% +0.180 pp 0.01% +0.012 pp USD42.35 +4.7% 14 qtrs —
46 GREAT WEST LIFE ASSURANCE CO /CAN/ 654.3K -16.0K (-2.4%) 29.01M +1.2M (+4.2%) 0.22% -0.009 pp 0.05% +0.011 pp USD33.75 +31.4% 50 qtrs —
47 LPL FINANCIAL LLC 650.7K +17.1K (+2.7%) 28.85M +2.1M (+7.9%) 0.22% +0.002 pp 0.01% +0.000 pp USD34.26 +29.4% 35 qtrs —
48 PRINCIPAL FINANCIAL GROUP INC 635.5K -19.4K (-3.0%) 28.18M +529.4K (+1.9%) 0.21% -0.011 pp 0.01% +0.000 pp USD32.48 +36.5% 75 qtrs —
49 RAYMOND JAMES FINANCIAL INC 622.7K +23.1K (+3.8%) 27.61M +2.3M (+9.1%) 0.21% +0.004 pp 0.01% +0.001 pp USD38.33 +15.7% 5 qtrs —
50 SILVERCREST ASSET MANAGEMENT GROUP LLC 614.3K -77.5K (-11.2%) 27.24M -2.0M (-6.7%) 0.21% -0.030 pp 0.19% -0.006 pp USD30.16 +47.0% 27 qtrs —
51 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 589.9K +23.9K (+4.2%) 26.16M +2.3M (+9.5%) 0.20% +0.005 pp 0.04% +0.001 pp USD34.80 +27.4% 7 qtrs —
52 SWISS NATIONAL BANK 581.6K +20.5K (+3.7%) 25.79M +2.1M (+8.9%) 0.20% +0.004 pp 0.02% +0.002 pp USD35.68 +24.3% 51 qtrs —
53 NEUBERGER BERMAN GROUP LLC 577.6K +133.2K (+30.0%) 25.61M +6.8M (+36.5%) 0.19% +0.042 pp 0.02% +0.005 pp USD35.16 +26.1% 61 qtrs —
54 GOTHAM ASSET MANAGEMENT, LLC 562.3K +65.2K (+13.1%) 24.93M +3.9M (+18.8%) 0.19% +0.019 pp 0.09% 0.000 pp USD35.58 +24.6% 17 qtrs —
55 CITIGROUP INC 556.0K +85.3K (+18.1%) 24.65M +4.8M (+24.1%) 0.19% +0.026 pp 0.01% +0.002 pp USD36.86 +20.3% 95 qtrs —
56 HSBC HOLDINGS PLC 552.2K +116.0K (+26.6%) 24.49M +6.1M (+33.0%) 0.19% +0.037 pp 0.01% +0.002 pp USD37.31 +18.8% 54 qtrs —
57 FRANKLIN RESOURCES INC 535.8K +139.6K (+35.2%) 23.76M +7.0M (+42.0%) 0.18% +0.045 pp 0.01% +0.002 pp USD40.00 +10.9% 35 qtrs —
58 ASSET MANAGEMENT ONE CO., LTD. 510.1K -14.3K (-2.7%) 22.75M +608.5K (+2.7%) 0.17% -0.008 pp 0.06% -0.001 pp USD32.50 +36.4% 53 qtrs —
59 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 502.7K -13.2K (-2.5%) 22.29M +510.5K (+2.3%) 0.17% -0.007 pp 0.07% +0.000 pp USD32.00 +38.6% 51 qtrs —
60 ALLIANCEBERNSTEIN L.P. 487.5K +42.0K (+9.4%) 21.62M +2.8M (+14.9%) 0.16% +0.012 pp 0.01% +0.001 pp USD36.19 +22.5% 61 qtrs —
61 ENVESTNET ASSET MANAGEMENT INC 487.1K -3.1K (-0.6%) 21.60M +900.4K (+4.4%) 0.16% -0.004 pp 0.01% +0.001 pp USD36.45 +21.6% 51 qtrs —
62 HEITMAN REAL ESTATE SECURITIES LLC 466.9K -227.6K (-32.8%) 20.70M -8.6M (-29.4%) 0.16% -0.081 pp 1.46% -0.547 pp USD42.22 +5.0% 2 qtrs —
63 NOMURA ASSET MANAGEMENT CO LTD 448.5K +19.5K (+4.6%) 19.89M +1.8M (+9.8%) 0.15% +0.004 pp 0.05% +0.003 pp USD34.56 +28.3% 76 qtrs —
64 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 439.6K +49.1K (+12.6%) 19.49M +3.0M (+18.2%) 0.15% +0.014 pp 0.03% +0.004 pp USD39.63 +11.9% 4 qtrs —
65 JANE STREET GROUP, LLC 432.7K -133.5K (-23.6%) 19.18M -4.7M (-19.7%) 0.15% -0.048 pp 0.00% -0.001 pp USD36.65 +21.0% 32 qtrs —
66 VIRGINIA RETIREMENT SYSTEMS ET AL 408.0K -13.4K (-3.2%) 18.09M +299.2K (+1.7%) 0.14% -0.007 pp 0.11% -0.008 pp USD38.03 +16.6% 4 qtrs —
67 ROCKEFELLER CAPITAL MANAGEMENT L.P. 400.3K +2.7K (+0.7%) 17.75M +963.9K (+5.7%) 0.14% -0.002 pp 0.03% -0.001 pp USD37.88 +17.1% 28 qtrs —
68 BNP PARIBAS ARBITRAGE, SNC 389.3K +186.4K (+91.9%) 17.26M +8.7M (+101.5%) 0.13% +0.062 pp 0.01% +0.003 pp USD40.80 +8.7% 51 qtrs —
69 STRS OHIO 383.1K +66.5K (+21.0%) 16.98M +3.6M (+27.1%) 0.13% +0.021 pp 0.06% +0.014 pp USD36.69 +20.9% 90 qtrs —
70 CERITY PARTNERS LLC 381.2K +96.3K (+33.8%) 16.90M +4.9M (+40.5%) 0.13% +0.031 pp 0.02% +0.005 pp USD38.14 +16.3% 16 qtrs —
71 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 379.0K +240.3K (+173.2%) 16.81M +10.9M (+187.0%) 0.13% +0.080 pp 0.02% +0.004 pp USD41.95 +5.7% 25 qtrs —
72 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 366.4K +— (+0.0%) 16.24M +776.7K (+5.0%) 0.12% -0.002 pp 0.25% +0.005 pp USD36.65 +21.0% 3 qtrs —
73 APOLLO MANAGEMENT HOLDINGS, L.P. 361.1K +361.1K (+100.0%) 16.01M +16.0M (+100.0%) 0.12% +0.122 pp 0.13% +0.131 pp USD44.34 +0.0% 1 qtrs NEW
74 LAZARD ASSET MANAGEMENT LLC 360.5K +23.3K (+6.9%) 15.98M +1.7M (+12.3%) 0.12% +0.006 pp 0.03% +0.008 pp USD39.03 +13.6% 9 qtrs —
75 CETERA INVESTMENT ADVISERS 359.4K +8.9K (+2.5%) 15.93M +1.1M (+7.7%) 0.12% +0.001 pp 0.02% +0.000 pp USD37.40 +18.6% 21 qtrs —
76 RETIREMENT SYSTEMS OF ALABAMA 354.7K -2.0K (-0.6%) 15.73M +667.9K (+4.4%) 0.12% -0.003 pp 0.05% +0.001 pp USD34.64 +28.0% 52 qtrs —
77 APG ASSET MANAGEMENT US INC. 344.5K +344.5K (+100.0%) 15.27M +15.3M (+100.0%) 0.12% +0.116 pp 0.12% +0.120 pp USD44.34 +0.0% 1 qtrs NEW
78 MUTUAL ADVISORS, LLC 340.4K +13.0K (+4.0%) 15.09M +1.8M (+13.3%) 0.11% +0.002 pp 0.32% +0.030 pp USD32.79 +35.2% 33 qtrs —
79 CTF CAPITAL MANAGEMENT, LP 339.1K +339.1K (+100.0%) 15.04M +15.0M (+100.0%) 0.11% +0.114 pp 9.08% +9.080 pp USD44.34 +0.0% 1 qtrs NEW
80 GOELZER INVESTMENT MANAGEMENT, INC. 338.5K -212.0 (-0.1%) 15.01M +708.6K (+5.0%) 0.11% -0.002 pp 0.70% -0.062 pp USD29.39 +50.9% 56 qtrs —
81 RENAISSANCE TECHNOLOGIES LLC 331.1K -211.4K (-39.0%) 14.68M -8.2M (-35.9%) 0.11% -0.075 pp 0.02% -0.008 pp USD41.85 +5.9% 9 qtrs —
82 BROOKFIELD CORP /ON/ 324.4K -116.8K (-26.5%) 14.38M -4.2M (-22.8%) 0.11% -0.042 pp 0.02% -0.004 pp USD38.44 +15.3% 3 qtrs —
83 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 323.8K -5.4K (-1.6%) 14.36M +459.0K (+3.3%) 0.11% -0.004 pp 0.03% +0.001 pp USD33.01 +34.3% 51 qtrs —
84 SUMITOMO MITSUI TRUST HOLDINGS, INC. 323.2K -1.2M (-79.3%) 14.33M -51.6M (-78.3%) 0.11% -0.427 pp 0.01% -0.030 pp USD36.69 +20.9% 59 qtrs —
85 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 321.3K +138.9K (+76.2%) 14.25M +6.5M (+85.0%) 0.11% +0.046 pp 0.03% +0.013 pp USD39.51 +12.2% 52 qtrs —
86 MILLENNIUM MANAGEMENT LLC 314.5K -240.3K (-43.3%) 13.94M -9.5M (-40.5%) 0.11% -0.084 pp 0.01% -0.004 pp USD37.65 +17.8% 26 qtrs —
87 BURNEY CO/ 313.7K +60.5K (+23.9%) 13.91M +3.2M (+30.1%) 0.11% +0.019 pp 0.43% +0.094 pp USD39.01 +13.7% 4 qtrs —
88 INTECH INVESTMENT MANAGEMENT LLC 304.2K -3.0K (-1.0%) 13.49M +518.0K (+4.0%) 0.10% -0.003 pp 0.12% +0.005 pp USD38.77 +14.4% 7 qtrs —
89 COMMONWEALTH EQUITY SERVICES, LLC 296.7K -6.3K (-2.1%) 13.16M +364.8K (+2.9%) 0.10% -0.004 pp 0.02% +0.001 pp USD31.95 +38.8% 8 qtrs —
90 WELLINGTON MANAGEMENT GROUP LLP 290.2K -91.1K (-23.9%) 12.87M -3.2M (-20.1%) 0.10% -0.033 pp 0.00% -0.001 pp USD38.40 +15.5% 23 qtrs —
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 287.9K +13.4K (+4.9%) 12.76M +1.2M (+10.1%) 0.10% +0.003 pp 0.01% +0.001 pp USD34.59 +28.2% 52 qtrs —
92 SG AMERICAS SECURITIES, LLC 287.2K +274.0K (+2,068.2%) 12.73M +12.2M (+2,178.0%) 0.10% +0.092 pp 0.02% +0.014 pp USD44.06 +0.6% 51 qtrs —
93 BARCLAYS PLC 276.7K -105.8K (-27.7%) 12.27M -3.3M (-21.2%) 0.09% -0.038 pp 0.00% -0.001 pp USD34.78 +27.5% 51 qtrs —
94 VICTORY CAPITAL MANAGEMENT INC 256.2K -18.1K (-6.6%) 11.36M -219.7K (-1.9%) 0.09% -0.008 pp 0.01% 0.000 pp USD36.51 +21.4% 27 qtrs —
95 STIFEL FINANCIAL CORP 254.2K -1.6K (-0.6%) 11.27M +471.2K (+4.4%) 0.09% -0.002 pp 0.01% +0.000 pp USD31.85 +39.2% 48 qtrs —
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 251.5K +20.1K (+8.7%) 11.15M +1.4M (+14.1%) 0.08% +0.006 pp 0.00% +0.000 pp USD31.30 +41.7% 51 qtrs —
97 MELIA WEALTH LLC 248.9K +3.6K (+1.5%) 11.03M +678.7K (+6.6%) 0.08% 0.000 pp 5.10% +0.567 pp USD32.59 +36.1% 8 qtrs —
98 CORNERSTONE ENTERPRISES, LLC 246.6K +51.8K (+26.6%) 10.93M +2.7M (+33.0%) 0.08% +0.016 pp 5.23% +1.187 pp USD39.12 +13.3% 5 qtrs —
99 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 245.4K -8.9K (-3.5%) 10.88M +144.6K (+1.3%) 0.08% -0.005 pp 0.02% +0.001 pp USD32.61 +36.0% 51 qtrs —
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
1
Sells
1
Shares acquired
168.00
Shares disposed
8.00
Cash buys
—
Cash sales
—
Net activity
+160
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
2026-04-01 Ballew Neal Officer D-Return D Common Stock 8 43.82 350.56 4,508 D ↗
2026-03-31 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 10,879 0.00 — 191,725 D ↗
2026-03-31 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 26,177 0.00 — 474,571 D ↗
2026-03-31 Makode Gail D Officer M-Exempt A OP Units 5,620 0.00 — 224,508 D ↗
2026-03-31 Gupta Vikas Officer M-Exempt D Profits Interest Units 5,620 0.00 — 112,581 D ↗
2026-03-31 Gourmand Matthew Paul Officer M-Exempt D Profits Interest Units 14,863 0.00 — 145,904 D ↗
2026-03-31 Ballew Neal Officer M-Exempt D Profits Interest Units 5,620 0.00 — 104,195 D ↗
2026-01-13 STEPHENSON ROBERT O Officer A-Award A Profits Interest Units 20,799 0.00 — 231,374 D ↗
2026-01-13 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 57,331 0.00 — 569,974 D ↗
2026-01-13 Makode Gail D Officer A-Award A Profits Interest Units 11,407 0.00 — 121,684 D ↗
2026-01-13 Gupta Vikas Officer A-Award A Profits Interest Units 18,898 0.00 — 133,064 D ↗
2026-01-13 Gourmand Matthew Paul Officer A-Award A Profits Interest Units 42,805 0.00 — 160,767 D ↗
2026-01-13 Ballew Neal Officer A-Award A Profits Interest Units 14,401 0.00 — 124,678 D ↗
2026-01-08 STEPHENSON ROBERT O Officer A-Award A Profits Interest Units 115,078 0.00 — 167,059 D ↗
2026-01-08 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 276,902 0.00 — 407,935 D ↗
2026-01-08 Makode Gail D Officer A-Award A Profits Interest Units 59,449 0.00 — 87,797 D ↗
2026-01-08 Gupta Vikas Officer A-Award A Profits Interest Units 59,449 0.00 — 91,686 D ↗
2026-01-08 Gourmand Matthew Paul Officer A-Award A Profits Interest Units 22,480 0.00 — 117,962 D ↗
2026-01-08 Ballew Neal Officer A-Award A Profits Interest Units 59,449 0.00 — 87,797 D ↗
2026-01-01 Ballew Neal Officer A-Award A Common Stock 173 35.89 6.2K 4,360 D ↗
2025-12-31 STEPHENSON ROBERT O Officer M-Exempt A OP Units 25,737 0.00 — 622,960 D ↗
2025-12-31 PICKETT C TAYLOR Director / Officer M-Exempt A OP Units 60,459 0.00 — 995,209 D ↗
2025-12-31 Makode Gail D Officer M-Exempt A OP Units 12,042 0.00 — 188,617 D ↗
2025-12-31 Gupta Vikas Officer M-Exempt D Profits Interest Units 12,042 0.00 — 47,645 D ↗
2025-12-31 Gourmand Matthew Paul Officer M-Exempt A OP Units 15,408 0.00 — 191,393 D ↗
2025-12-31 Ballew Neal Officer M-Exempt A OP Units 15,408 0.00 — 127,839 D ↗
2025-12-30 STEPHENSON ROBERT O Officer G-Gift D Common Stock 3,850 0.00 — 178,426 D ↗
2025-12-30 PICKETT C TAYLOR Director / Officer S-Sale D OP Units 200,000 0.00 — 934,750 D ↗
2025-11-06 Gupta Vikas Officer P-Purchase A Common Stock 11,500 42.97 494.1K 13,773 D ↗
2025-11-05 PICKETT C TAYLOR Director / Officer P-Purchase A Common Stock 20,000 43.14 862.9K 20,000 I ↗
2025-10-01 Ballew Neal Officer F-InKind D Common Stock 17 42.22 717.74 4,187 D ↗
2025-09-30 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 25,737 0.00 — 160,861 D ↗
2025-09-30 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 62,622 0.00 — 325,884 D ↗
2025-09-30 Makode Gail D Officer M-Exempt D Profits Interest Units 12,042 0.00 — 67,425 D ↗
2025-09-30 Gupta Vikas Officer M-Exempt A OP Units 11,627 0.00 — 154,386 D ↗
2025-09-30 Gourmand Matthew Paul Officer M-Exempt D Profits Interest Units 12,042 0.00 — 75,110 D ↗
2025-09-30 Ballew Neal Officer M-Exempt D Profits Interest Units 9,579 0.00 — 62,583 D ↗
2025-08-26 STEPHENSON ROBERT O Officer G-Gift D Common Stock 800 0.00 — 182,276 D ↗
2025-08-08 Egbuonu-Davis Lisa Director S-Sale D Common Stock 200 40.16 8.0K 20,954 D ↗
2025-07-01 Ballew Neal Officer A-Award A Common Stock 200 31.16 6.2K 4,012 D ↗
2025-06-30 STEPHENSON ROBERT O Officer M-Exempt A OP Units 26,658 0.00 — 544,828 D ↗
2025-06-30 PICKETT C TAYLOR Director / Officer M-Exempt A OP Units 60,459 0.00 — 949,047 D ↗
2025-06-30 Makode Gail D Officer M-Exempt D Profits Interest Units 12,042 0.00 — 91,094 D ↗
2025-06-30 Gupta Vikas Officer M-Exempt A OP Units 11,627 0.00 — 130,717 D ↗
2025-06-30 Gourmand Matthew Paul Officer M-Exempt D Profits Interest Units 12,042 0.00 — 98,779 D ↗
2025-06-30 Ballew Neal Officer M-Exempt A OP Units 9,248 0.00 — 65,197 D ↗
2025-06-06 WHITMAN BURKE W Director A-Award A Common Stock 4,388 37.60 165.0K 44,153 D ↗
2025-06-06 PLAVIN STEPHEN D Director M-Exempt A OP Units 4,641 0.00 — 18,791 D ↗
2025-06-06 Jacobs Kevin J Director A-Award A Common Stock 7,114 37.60 267.5K 40,810 D ↗
2025-06-06 HILL BARBARA B Director M-Exempt D Profits Interest Units 7,472 0.00 — 0 D ↗
2025-06-06 Egbuonu-Davis Lisa Director A-Award A Common Stock 4,388 37.60 165.0K 21,154 D ↗
2025-06-06 CALLEN CRAIG R Director M-Exempt D Profits Interest Units 12,144 0.00 — 0 D ↗
2025-06-06 Anand Kapila K Director A-Award A Deferred Stock Units 6,150 0.00 — 42,405 D ↗
2025-04-01 Ballew Neal Officer F-InKind D Common Stock 9 38.08 342.72 3,812 D ↗
2025-03-31 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 25,738 0.00 — 265,653 D ↗
2025-03-31 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 60,460 0.00 — 634,669 D ↗
2025-03-31 Makode Gail D Officer M-Exempt A OP Units 11,627 0.00 — 105,567 D ↗
2025-03-31 Gupta Vikas Officer M-Exempt A OP Units 12,043 0.00 — 119,090 D ↗
2025-03-31 Gourmand Matthew Paul Officer M-Exempt D Profits Interest Units 11,627 0.00 — 134,491 D ↗
2025-03-31 Ballew Neal Officer M-Exempt D Profits Interest Units 9,249 0.00 — 109,818 D ↗
2025-01-17 STEPHENSON ROBERT O Officer A-Award A Profits Interest Units 23,641 0.00 — 291,391 D ↗
2025-01-17 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 59,928 0.00 — 695,129 D ↗
2025-01-17 Makode Gail D Officer A-Award A Profits Interest Units 12,960 0.00 — 138,433 D ↗
2025-01-17 Gupta Vikas Officer A-Award A Profits Interest Units 16,849 0.00 — 142,322 D ↗
2025-01-17 Gourmand Matthew Paul Officer A-Award A Profits Interest Units 20,645 0.00 — 146,118 D ↗
2025-01-17 Ballew Neal Officer A-Award A Profits Interest Units 12,960 0.00 — 119,067 D ↗
2025-01-10 STEPHENSON ROBERT O Officer A-Award A Profits Interest Units 102,950 0.00 — 161,117 D ↗
2025-01-10 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 250,489 0.00 — 635,201 D ↗
2025-01-10 Makode Gail D Officer A-Award A Profits Interest Units 46,508 0.00 — 77,304 D ↗
2025-01-10 Gupta Vikas Officer A-Award A Profits Interest Units 46,508 0.00 — 77,304 D ↗
2025-01-10 Gourmand Matthew Paul Officer A-Award A Profits Interest Units 46,508 0.00 — 77,304 D ↗
2025-01-10 Ballew Neal Officer A-Award A Profits Interest Units 38,318 0.00 — 106,107 D ↗
2025-01-01 Gupta Vikas Officer — — Profits Interest Units 42,753 0.00 — 0 D ↗
2025-01-01 Gourmand Matthew Paul Officer A-Award A Common Stock 174 32.18 5.6K 1,076 D ↗
2025-01-01 Ballew Neal Officer A-Award A Common Stock 193 32.18 6.2K 3,636 D ↗
2024-12-31 STEPHENSON ROBERT O Officer M-Exempt A OP Units 20,286 0.00 — 413,568 D ↗
2024-12-31 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 47,654 0.00 — 205,049 D ↗
2024-12-31 Makode Gail D Officer M-Exempt D Profits Interest Units 8,830 0.00 — 42,753 D ↗
2024-12-31 Ballew Neal Officer M-Exempt A OP Units 5,518 0.00 — 27,609 D ↗
2024-12-31 BOOTH DANIEL J Officer M-Exempt D Profits Interest Units 28,685 0.00 — 34,559 D ↗
2024-10-01 Ballew Neal Officer A-Award A Common Stock 215 29.12 6.3K 3,462 D ↗
2024-09-30 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 20,286 0.00 — 104,920 D ↗
2024-09-30 PICKETT C TAYLOR Director / Officer M-Exempt A OP Units 47,654 0.00 — 655,677 D ↗
2024-09-30 Makode Gail D Officer M-Exempt D Profits Interest Units 8,830 0.00 — 51,583 D ↗
2024-09-30 Ballew Neal Officer M-Exempt A OP Units 5,519 0.00 — 22,091 D ↗
2024-09-30 BOOTH DANIEL J Officer M-Exempt A OP Units 22,100 0.00 — 380,911 D ↗
2024-09-27 STEPHENSON ROBERT O Officer S-Sale D Common Stock 22,542 40.19 906.0K 183,076 D ↗
2024-09-27 BOOTH DANIEL J Officer S-Sale D Common Stock 56,725 40.25 2.28M 100,000 D ↗
2024-09-05 BOOTH DANIEL J Officer S-Sale D Common Stock 25,000 40.06 1.00M 156,725 — ↗
2024-08-26 STEPHENSON ROBERT O Officer S-Sale D Common Stock 30,000 38.78 1.16M 205,618 — ↗
2024-08-23 BOOTH DANIEL J Officer S-Sale D Common Stock 25,000 38.71 967.7K 181,725 — ↗
2024-08-13 Egbuonu-Davis Lisa Director S-Sale D Common Stock 1,352 38.00 51.4K 16,766 — ↗
2024-07-01 Ballew Neal Officer F-InKind D Common Stock 16 34.25 548.00 3,247 — ↗
2024-06-30 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 20,286 0.00 — 125,206 — ↗
2024-06-30 PICKETT C TAYLOR Director / Officer M-Exempt A OP Units 47,654 0.00 — 608,023 — ↗
2024-06-30 Makode Gail D Officer M-Exempt D Profits Interest Units 8,830 0.00 — 60,413 — ↗
2024-06-30 Ballew Neal Officer M-Exempt A OP Units 5,519 0.00 — 16,572 — ↗
2024-06-30 BOOTH DANIEL J Officer M-Exempt D Profits Interest Units 22,100 0.00 — 107,443 — ↗
2024-06-21 STEPHENSON ROBERT O Officer G-Gift D Common Stock 1,850 0.00 — 235,618 — ↗
2024-06-07 WHITMAN BURKE W Director A-Award A Common Stock 4,605 32.57 150.0K 39,765 — ↗
2024-06-07 PLAVIN STEPHEN D Director A-Award A Profits Interest Units 4,641 0.00 — 13,633 — ↗
2024-06-07 Jacobs Kevin J Director A-Award A Common Stock 7,522 32.57 245.0K 33,696 — ↗
2024-06-07 HILL BARBARA B Director M-Exempt D Profits Interest Units 8,087 0.00 — 13,872 — ↗
2024-06-07 Egbuonu-Davis Lisa Director A-Award A Common Stock 4,605 32.57 150.0K 18,118 — ↗
2024-06-07 CALLEN CRAIG R Director M-Exempt D Profits Interest Units 13,144 0.00 — 22,545 — ↗
2024-06-07 Anand Kapila K Director A-Award A Deferred Stock Units 5,756 0.00 — 33,772 — ↗
2024-03-31 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 20,286 0.00 — 145,492 — ↗
2024-03-31 PICKETT C TAYLOR Director / Officer M-Exempt A OP Units 47,655 0.00 — 560,369 — ↗
2024-03-31 Makode Gail D Officer M-Exempt A OP Units 8,830 0.00 — 55,493 — ↗
2024-03-31 Ballew Neal Officer F-InKind D Common Stock 13 31.67 411.71 3,031 — ↗
2024-03-31 BOOTH DANIEL J Officer M-Exempt D Profits Interest Units 22,100 0.00 — 129,543 — ↗
2024-01-12 STEPHENSON ROBERT O Officer A-Award A Profits Interest Units 28,340 0.00 — 165,778 — ↗
2024-01-12 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 71,105 0.00 — 395,666 — ↗
2024-01-12 Makode Gail D Officer A-Award A Profits Interest Units 15,388 0.00 — 78,073 — ↗
2024-01-12 Ballew Neal Officer A-Award A Profits Interest Units 15,388 0.00 — 62,382 — ↗
2024-01-12 BOOTH DANIEL J Officer A-Award A Profits Interest Units 30,815 0.00 — 151,643 — ↗
2024-01-10 STEPHENSON ROBERT O Officer A-Award A Profits Interest Units 81,144 0.00 — 137,438 — ↗
2024-01-10 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 190,617 0.00 — 324,561 — ↗
2024-01-10 Makode Gail D Officer A-Award A Profits Interest Units 35,320 0.00 — 62,685 — ↗
2024-01-10 Ballew Neal Officer A-Award A Profits Interest Units 22,075 0.00 — 46,994 — ↗
2024-01-10 BOOTH DANIEL J Officer A-Award A Profits Interest Units 88,399 0.00 — 120,828 — ↗
2024-01-02 Ballew Neal Officer A-Award A Common Stock 239 26.07 6.2K 2,817 — ↗
2023-12-31 STEPHENSON ROBERT O Officer M-Exempt A OP Units 17,636 0.00 — 312,082 — ↗
2023-12-31 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 41,501 0.00 — 181,730 — ↗
2023-12-31 Makode Gail D Officer M-Exempt D Profits Interest Units 8,855 0.00 — 27,365 — ↗
2023-12-31 Ballew Neal Officer M-Exempt A OP Units 5,534 0.00 — 5,534 — ↗
2023-12-31 BOOTH DANIEL J Officer F-InKind D Common Stock 10,712 30.66 328.4K 206,725 — ↗
2023-10-02 Ballew Neal Officer A-Award A Common Stock 240 26.09 6.3K 2,591 — ↗
2023-09-30 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 17,636 0.00 — 94,272 — ↗
2023-09-30 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 41,502 0.00 — 223,231 — ↗
2023-09-30 Makode Gail D Officer M-Exempt D Profits Interest Units 7,668 0.00 — 43,888 — ↗
2023-09-30 BOOTH DANIEL J Officer M-Exempt D Profits Interest Units 19,224 0.00 — 51,653 — ↗
2023-09-26 STEPHENSON ROBERT O Officer G-Gift D Common Stock 1,500 0.00 — 237,468 — ↗
2023-07-03 Ballew Neal Officer A-Award A Common Stock 253 27.41 6.9K 2,351 — ↗
2023-06-30 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 17,637 0.00 — 111,908 — ↗
2023-06-30 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 41,502 0.00 — 264,733 — ↗
2023-06-30 Makode Gail D Officer M-Exempt A OP Units 7,669 0.00 — 22,472 — ↗
2023-06-30 BOOTH DANIEL J Officer M-Exempt A OP Units 19,225 0.00 — 276,163 — ↗
2023-06-05 WHITMAN BURKE W Director A-Award A Common Stock 4,995 30.03 150.0K 35,160 — ↗
2023-06-05 PLAVIN STEPHEN D Director M-Exempt D Profits Interest Units 5,158 0.00 — 3,834 — ↗
2023-06-05 Jacobs Kevin J Director A-Award A Common Stock 8,158 30.03 245.0K 26,174 — ↗
2023-06-05 HILL BARBARA B Director M-Exempt A OP Units 8,304 0.00 — 20,035 — ↗
2023-06-05 Egbuonu-Davis Lisa Director A-Award A Common Stock 4,995 30.03 150.0K 13,513 — ↗
2023-06-05 CALLEN CRAIG R Director M-Exempt D Profits Interest Units 13,497 0.00 — 23,545 — ↗
2023-06-05 Anand Kapila K Director A-Award A Deferred Stock Units 7,076 0.00 — 25,721 — ↗
2023-05-17 BOOTH DANIEL J Officer G-Gift D Common Stock 250 29.49 7.4K 195,386 — ↗
2023-04-03 STEPHENSON ROBERT O Officer M-Exempt A OP Units 17,637 0.00 — 259,173 — ↗
2023-04-03 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 41,502 0.00 — 306,235 — ↗
2023-04-03 Makode Gail D Officer M-Exempt A OP Units 7,669 0.00 — 14,803 — ↗
2023-04-03 Ballew Neal Officer A-Award A Common Stock 253 26.79 6.8K 2,098 — ↗
2023-04-03 BOOTH DANIEL J Officer M-Exempt D Profits Interest Units 19,225 0.00 — 90,102 — ↗
2023-01-12 STEPHENSON ROBERT O Director / Officer A-Award A Profits Interest Units 29,827 0.00 — 147,182 — ↗
2023-01-12 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 71,770 0.00 — 347,737 — ↗
2023-01-12 Makode Gail D Director / Officer A-Award A Profits Interest Units 15,408 0.00 — 66,894 — ↗
2023-01-12 Ballew Neal Director / Officer A-Award A Profits Interest Units 15,408 0.00 — 30,453 — ↗
2023-01-12 BOOTH DANIEL J Director / Officer A-Award A Profits Interest Units 32,429 0.00 — 109,327 — ↗
2023-01-09 STEPHENSON ROBERT O Director / Officer A-Award A Profits Interest Units 70,546 0.00 — 117,355 — ↗
2023-01-09 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 166,007 0.00 — 275,967 — ↗
2023-01-09 Makode Gail D Director / Officer A-Award A Profits Interest Units 30,674 0.00 — 51,486 — ↗
2023-01-09 BOOTH DANIEL J Director / Officer A-Award A Profits Interest Units 76,898 0.00 — 76,898 — ↗
2022-12-31 STEPHENSON ROBERT O Director / Officer M-Exempt A OP Units 16,408 0.00 — 241,536 — ↗
2022-12-31 PICKETT C TAYLOR Director / Officer M-Exempt D Profits Interest Units 38,611 0.00 — 109,960 — ↗
2022-12-31 Makode Gail D Director / Officer M-Exempt A OP Units 7,134 0.00 — 7,134 — ↗
2022-12-31 BOOTH DANIEL J Director / Officer F-InKind D Common Stock 8,690 27.95 242.9K 195,636 — ↗
2022-10-03 Ballew Neal Director / Officer A-Award A Common Stock 329 28.19 9.3K 1,845 — ↗
2022-07-01 Ballew Neal Director / Officer A-Award A Common Stock 329 28.19 9.3K 1,516 — ↗
2022-06-03 WHITMAN BURKE W Director A-Award A Common Stock 5,131 29.23 150.0K 30,165 — ↗
2022-06-03 PLAVIN STEPHEN D Director A-Award A Profits Interest Units 5,158 0.00 — 9,127 — ↗
2022-06-03 Jacobs Kevin J Director A-Award A Common Stock 8,381 29.23 245.0K 18,016 — ↗
2022-06-03 HILL BARBARA B Director A-Award A Profits Interest Units 8,304 0.00 — 14,704 — ↗
2022-06-03 Egbuonu-Davis Lisa Director A-Award A Common Stock 5,131 29.23 150.0K 8,518 — ↗
2022-06-03 CALLEN CRAIG R Director A-Award A Profits Interest Units 13,497 0.00 — 23,898 — ↗
2022-06-03 Anand Kapila K Director A-Award A Deferred Stock Units 9,237 0.00 — 17,021 — ↗
2022-05-10 PICKETT C TAYLOR Director / Officer G-Gift D Common Stock 475 27.14 12.9K 4,100 — ↗
2022-04-06 Ballew Neal Director / Officer A-Award A Common Stock 313 29.59 9.3K 1,187 — ↗
2022-01-12 STEPHENSON ROBERT O Officer A-Award A Profits Interest Units 26,467 0.00 — 63,217 — ↗
2022-01-12 PICKETT C TAYLOR Director / Officer A-Award A Profits Interest Units 62,174 0.00 — 148,570 — ↗
2022-01-12 Makode Gail D Officer A-Award A Profits Interest Units 11,957 0.00 — 27,946 — ↗
2022-01-12 Ballew Neal Officer A-Award A Profits Interest Units 9,511 0.00 — 15,045 — ↗
2022-01-12 BOOTH DANIEL J Officer A-Award A Restricted Stock Units 28,685 0.00 — 68,495 — ↗
2022-01-03 Ballew Neal Officer A-Award A Common Stock 310 29.59 9.2K 874 — ↗
2021-12-31 STEPHENSON ROBERT O Officer M-Exempt D Profits Interest Units 17,122 0.00 — 36,750 — ↗
2021-12-31 PICKETT C TAYLOR Director / Officer M-Exempt D Restricted Stock Units 25,828 0.00 — 0 — ↗
2021-12-31 INSOFT STEVEN J Officer M-Exempt A OP Units 47,714 0.00 — 319,946 — ↗
2021-12-31 BOOTH DANIEL J Officer M-Exempt A OP Units 31,328 0.00 — 237,713 — ↗
2021-11-16 Makode Gail D Officer P-Purchase A Common Stock 1,000 28.73 28.7K 1,000 — ↗
2021-11-15 Anand Kapila K Director P-Purchase A Common Stock 1,000 28.32 28.3K 14,676 — ↗
2021-10-01 Ballew Neal Officer P-Purchase A Common Stock 309 29.96 9.3K 564 — ↗
2021-09-30 STEPHENSON ROBERT O Officer M-Exempt A OP Units 27,414 0.00 — 180,592 — ↗
2021-09-30 PICKETT C TAYLOR Director / Officer M-Exempt A Deferred Stock Units 25,827 0.00 — 549,711 — ↗
2021-09-30 INSOFT STEVEN J Officer M-Exempt D Restricted Stock Units 12,919 0.00 — 12,918 — ↗
2021-09-30 BOOTH DANIEL J Officer M-Exempt D Profit Interest Units 31,329 0.00 — 31,328 — ↗
2021-09-03 PICKETT C TAYLOR Director / Officer G-Gift A OP Units 225,000 0.00 — 225,000 — ↗
2021-09-01 WHITMAN BURKE W Director P-Purchase A Common Stock 500 33.65 16.8K 25,034 — ↗
2021-08-02 WHITMAN BURKE W Director P-Purchase A Common Stock 500 36.50 18.3K 24,534 — ↗
2021-07-30 Egbuonu-Davis Lisa Director A-Award A Common Stock 3,387 37.37 126.6K 3,387 — ↗
2021-07-22 Jacobs Kevin J Director A-Award A Common Stock 881 37.44 33.0K 9,635 — ↗
2021-07-22 HILL BARBARA B Director A-Award A Profit Interest Units 791 0.00 — 6,400 — ↗
2021-07-22 CALLEN CRAIG R Director A-Award A Profit Interest Units 1,100 0.00 — 10,401 — ↗
2021-07-22 Anand Kapila K Director A-Award A Deferred Stock Units 1,014 0.00 — 7,122 — ↗

Executive team

Top executives
EBIT / Employee
14.08M
Shares Outstanding
297.80M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2025 C. Taylor Pickett Chief Executive Officer 967.0K 502.4K 11.25M — 1.30M 5.0K 14.02M 80.23% ↗
2 2025 Robert O. Stephenson Chief Financial Officer 595.0K 199.4K 4.44M — 497.6K 28.1K 5.76M 77.07% ↗
3 2025 Matthew P. Gourmand President 550.0K 195.1K 3.87M — 459.9K 28.1K 5.11M 75.86% ↗
4 2025 Vikas Gupta Chief Investment Officer 525.0K 186.0K 3.16M — 439.0K 27.1K 4.34M 72.87% ↗
5 2025 Gail D. Makode Chief Legal Officer 513.0K 171.0K 2.43M — 429.0K 28.1K 3.57M 68.07% ↗
6 2025 Daniel J. Booth Former Chief Operating Officer — — — — — 1.04M 1.04M 0.00% ↗
7 2024 C. Taylor Pickett Chief Executive Officer 930.0K 498.0K 10.82M — 1.30M 6.3K 13.55M 79.81% ↗
8 2024 Robert O. Stephenson Chief Financial Officer 577.0K 190.1K 4.31M — 504.9K 29.0K 5.61M 76.82% ↗
9 2024 Daniel J. Booth Former Chief Operating Officer 602.0K — 4.69M — — 29.0K 5.32M 88.13% ↗
10 2024 Gail D. Makode Chief Legal Officer 493.0K 163.6K 2.34M — 431.4K 27.9K 3.46M 67.72% ↗
11 2023 C. Taylor Pickett Chief Executive Officer 895.0K 428.4K 9.97M — 846.6K 6.3K 12.15M 82.09% ↗
12 2023 Daniel J. Booth Chief Operating Officer 579.0K 181.5K 4.51M — 318.5K 28.0K 5.61M 80.28% ↗
13 2023 Daniel J. Booth Former Chief Operating Officer 579.0K 181.5K 4.51M — 318.5K 28.0K 5.61M 80.28% ↗
14 2023 Robert O. Stephenson Chief Financial Officer 555.0K 179.7K 4.14M — 305.3K 28.0K 5.21M 79.51% ↗
15 2023 Gail D. Makode Chief Legal Officer 474.0K 154.3K 2.14M — 260.7K 22.5K 3.05M 70.14% ↗
16 2022 C. Taylor Pickett Chief Executive Officer 873.0K 412.7K 9.15M — 537.3K 26.1K 11.00M 83.19% ↗
17 2022 Daniel J. Booth Former Chief Operating Officer 565.0K 178.9K 4.24M — 211.1K 26.1K 5.23M 81.22% ↗
18 2022 Daniel J. Booth Chief Operating Officer 565.0K 178.9K 4.24M — 211.1K 26.1K 5.23M 81.22% ↗
19 2022 Robert O. Stephenson Chief Financial Officer 541.0K 182.9K 3.90M — 202.1K 26.1K 4.85M 80.36% ↗
20 2022 Gail D. Makode Chief Legal Officer 462.0K 147.4K 1.76M — 172.6K 20.5K 2.56M 68.68% ↗
21 2022 Steven J. Insoft Former Chief Corporate Development Officer — — — — — 1.00M 1.00M 0.00% ↗
22 2021 C. Taylor Pickett Chief Executive Officer 823.8K 400.0K 8.64M — 494.3K 21.9K 10.37M 83.23% ↗
23 2021 Daniel J. Booth Chief Operating Officer 532.7K 163.8K 4.00M — 199.8K 21.9K 4.92M 81.35% ↗
24 2021 Robert O. Stephenson Chief Financial Officer 510.8K 162.8K 3.68M — 191.6K 21.9K 4.56M 80.56% ↗
25 2021 Steven J. Insoft Former Chief Corporate Development Officer 521.8K — 3.57M — — 21.9K 4.11M 86.78% ↗
26 2021 Gail D. Makode Chief Legal Officer 420.0K 133.9K 1.60M — 157.5K 17.4K 2.33M 68.71% ↗
27 2020 C. Taylor Pickett Chief Executive Officer 823.8K 398.5K 8.12M — 1.09M 21.5K 10.45M 77.66% ↗
28 2020 Daniel J. Booth Chief Operating Officer 532.7K 170.5K 3.76M — 439.5K 21.5K 4.92M 76.36% ↗
29 2020 Robert O. Stephenson Chief Financial Officer 510.8K 166.6K 3.45M — 421.4K 21.5K 4.57M 75.49% ↗
30 2020 Steven J. Insoft Chief Corporate Development Officer 521.8K 154.5K 3.41M — 430.5K 21.5K 4.54M 75.15% ↗
31 2020 Steven J. Insoft Former Chief Corporate Development Officer 521.8K 154.5K 3.41M — 430.5K 21.5K 4.54M 75.15% ↗
32 2020 Gail D. Makode Chief Legal Officer 400.0K 135.0K 1.50M — 330.0K 17.1K 2.38M 62.97% ↗
33 2019 C. Taylor Pickett Chief Executive Officer 799.8K 432.0K 5.19M — 848.0K 16.8K 7.29M 71.23% ↗
34 2019 Daniel J. Booth Chief Operating Officer 517.2K 124.2K 2.56M — 289.8K 16.8K 3.51M 72.98% ↗
35 2019 Steven J. Insoft Chief Corporate Development Officer 506.6K 121.2K 2.40M — 283.8K 16.8K 3.33M 72.11% ↗
36 2019 Steven J. Insoft Former Chief Corporate Development Officer 506.6K 121.2K 2.40M — 283.8K 16.8K 3.33M 72.11% ↗
37 2019 Robert O. Stephenson Chief Financial Officer 495.9K 119.2K 2.24M — 277.8K 16.8K 3.15M 71.12% ↗
38 2019 Michael D. Ritz Chief Accounting Officer 341.2K 81.8K 900.0K — 191.2K 16.8K 1.53M 58.79% ↗
39 2018 C. Taylor Pickett Chief Executive Officer 780.3K 468.2K 4.68M — 635.8K 16.5K 6.58M 71.12% ↗
40 2018 Daniel J. Booth Chief Operating Officer 504.6K 154.6K 2.50M — 225.4K 16.5K 3.40M 73.49% ↗
41 2018 Steven J. Insoft Chief Corporate Development Officer 494.2K 140.3K 2.34M — 220.7K 16.5K 3.21M 72.87% ↗
42 2018 Robert O. Stephenson Chief Financial Officer 483.8K 149.9K 2.19M — 216.1K 16.5K 3.05M 71.61% ↗
43 2018 Michael D. Ritz Chief Accounting Officer 332.9K 100.3K 780.0K — 148.7K 16.5K 1.38M 56.59% ↗
44 2017 C. Taylor Pickett Chief Executive Officer 765.0K 612.0K 4.59M — — 16.2K 5.98M 76.71% ↗
45 2017 Daniel J. Booth Chief Operating Officer 494.7K 197.9K 2.45M — — 16.2K 3.16M 77.55% ↗
46 2017 Steven J. Insoft Chief Corporate Development Officer 484.5K 193.8K 2.30M — — 16.2K 2.99M 76.77% ↗
47 2017 Robert O. Stephenson Chief Financial Officer 474.3K 189.7K 2.14M — — 16.2K 2.82M 75.90% ↗
48 2017 Michael D. Ritz Chief Accounting Officer 326.4K 130.6K 765.0K — — 16.2K 1.24M 61.79% ↗
49 2016 C. Taylor Pickett Chief Executive Officer 750.0K 360.0K 4.50M — 1.05M 35.6K 6.70M 67.21% ↗
50 2016 Daniel J. Booth Chief Operating Officer 485.0K 145.5K 2.40M — 339.5K 26.4K 3.40M 70.66% ↗
51 2016 Steven J. Insoft Chief Corporate Development Officer 475.0K 142.5K 2.25M — 332.5K 25.7K 3.23M 69.75% ↗
52 2016 Steven J. Insoft, Chief Corporate Development Officer 475.0K 142.5K 2.25M — 332.5K 25.7K 3.23M 69.75% ↗
53 2016 Robert O. Stephenson Chief Financial Officer 465.0K 139.5K 2.10M — 325.5K 25.1K 3.06M 68.74% ↗
54 2016 Michael D. Ritz Chief Accounting Officer 320.0K 76.8K 750.0K — 179.2K 19.2K 1.35M 55.75% ↗
55 2015 C. Taylor Pickett Chief Executive Officer 750.0K 337.5K 4.15M — 787.5K 41.5K 6.07M 68.40% ↗
56 2015 R. Lee Crabill Former Senior Vice-President of Operations 204.2K 84.0K 3.52M — 196.0K 23.7K 4.03M 87.39% ↗
57 2015 Daniel J. Booth Chief Operating Officer 470.0K 141.0K 2.25M — 329.0K 29.9K 3.22M 69.85% ↗
58 2015 Steven J. Insoft, Chief Corporate Development Officer 460.0K 138.0K 2.15M — 322.0K 15.9K 3.08M 69.63% ↗
59 2015 Steven J. Insoft Chief Corporate Development Officer 460.0K 138.0K 2.15M — 322.0K 15.9K 3.08M 69.63% ↗
60 2015 Robert O. Stephenson Chief Financial Officer 450.0K 135.0K 1.99M — 315.0K 28.3K 2.92M 68.20% ↗
61 2015 Michael D. Ritz Chief Accounting Officer 300.0K 72.0K 494.3K — 168.0K 18.6K 1.05M 46.95% ↗
62 2014 C. Taylor Pickett Chief Executive Officer 717.5K 322.9K 2.99M — 753.4K 15.6K 4.80M 62.34% ↗
63 2014 Daniel J. Booth Chief Operating Officer 451.0K 135.3K 1.62M — 315.7K 15.6K 2.54M 63.90% ↗
64 2014 Robert O. Stephenson Chief Financial Officer 410.0K 92.3K 1.26M — 215.3K 15.6K 2.00M 63.27% ↗
65 2014 R. Lee Crabill Former Senior Vice-President of Operations 338.3K 71.0K 893.4K — 165.7K 15.6K 1.48M 60.20% ↗
66 2014 R. Lee Crabill Senior Vice-President of Operations 338.3K 71.0K 893.4K — 165.7K 15.6K 1.48M 60.20% ↗
67 2014 Michael D. Ritz Chief Accounting Officer 271.6K 48.9K 233.5K — 114.1K 15.6K 683.7K 34.15% ↗
68 2013 C. Taylor Pickett Chief Executive Officer 700.0K 315.0K 5.53M — 735.0K 15.3K 7.30M 75.82% ↗
69 2013 Daniel J. Booth Chief Operating Officer 440.0K 132.0K 3.03M — 308.0K 15.3K 3.92M 77.18% ↗
70 2013 Robert O. Stephenson Chief Financial Officer 400.0K 90.0K 2.32M — 210.0K 15.3K 3.03M 76.41% ↗
71 2013 R. Lee Crabill Former Senior Vice-President of Operations 330.0K 69.3K 1.64M — 161.7K 15.3K 2.22M 74.01% ↗
72 2013 R. Lee Crabill Senior Vice-President of Operations 330.0K 69.3K 1.64M — 161.7K 15.3K 2.22M 74.01% ↗
73 2013 Michael D. Ritz Chief Accounting Officer 265.0K 47.7K 425.1K — 111.3K 15.3K 864.4K 49.18% ↗
74 2012 C. Taylor Pickett Chief Executive Officer 636.0K 190.8K 502.2K — 763.2K 15.0K 2.11M 23.83% ↗
75 2012 Daniel J. Booth Chief Operating Officer 403.5K 80.7K 300.8K — 322.8K 15.0K 1.12M 26.79% ↗
76 2012 Robert O. Stephenson Chief Financial Officer 351.0K 52.7K 191.6K — 210.6K 15.0K 820.8K 23.34% ↗
77 2012 R. Lee Crabill Senior Vice-President of Operations 315.8K 41.0K 138.4K — 164.2K 15.0K 674.4K 20.53% ↗
78 2012 Michael D. Ritz Chief Accounting Officer 242.0K 21.8K 35.1K — 87.1K 15.0K 401.0K 8.76% ↗
79 2011 C. Taylor Pickett Chief Executive Officer 615.0K 184.5K 6.31M — 721.6K 14.7K 7.85M 80.44% ↗
80 2011 Daniel J. Booth Chief Operating Officer 390.0K 78.0K 3.64M — 301.6K 14.7K 4.42M 82.26% ↗
81 2011 Robert O. Stephenson Chief Financial Officer 328.0K 49.2K 2.59M — 192.4K 14.7K 3.17M 81.58% ↗
82 2011 R. Lee Crabill Senior Vice-President of Operations 305.5K 39.7K 1.86M — 152.3K 14.7K 2.37M 78.39% ↗
83 2011 Michael D. Ritz Chief Accounting Officer 234.0K 21.1K 471.2K — 81.7K 14.7K 822.7K 57.27% ↗
84 2010 C. Taylor Pickett Chief Executive Officer 600.0K 180.0K — — 720.0K 65.3K 1.57M 0.00% ↗
85 2010 Daniel J. Booth Chief Operating Officer 380.0K 76.0K 3.64M — 304.0K 45.0K 805.0K 451.71% ↗
86 2010 Robert O. Stephenson Chief Financial Officer 305.0K 45.8K 191.6K — 183.0K 35.6K 569.3K 33.65% ↗
87 2010 R. Lee Crabill Senior Vice-President of Operations 295.0K 38.4K — — 153.4K 33.4K 520.1K 0.00% ↗
88 2010 Michael D. Ritz Chief Accounting Officer 205.0K 18.5K — — 73.8K 22.2K 319.4K 0.00% ↗
89 2009 C. Taylor Pickett Chief Executive Officer 558.0K 558.0K — — — 14.7K 1.13M 0.00% ↗
90 2009 Daniel J. Booth Chief Operating Officer 344.0K 172.0K — — — 14.7K 530.7K 0.00% ↗
91 2009 Robert O. Stephenson Chief Financial Officer 276.5K 138.3K — — — 14.7K 429.5K 0.00% ↗
92 2009 R. Lee Crabill Senior Vice-President of Operations 266.5K 133.3K — — — 14.7K 414.5K 0.00% ↗
93 2009 Michael D. Ritz Chief Accounting Officer 184.5K 64.6K — — — 14.7K 263.8K 0.00% ↗
94 2008 C. Taylor Pickett Chief Executive Officer 549.5K 549.5K — — — 13.8K 1.11M 0.00% ↗
95 2008 Daniel J. Booth Chief Operating Officer 338.5K 169.3K — — — 13.8K 521.6K 0.00% ↗
96 2008 Robert O. Stephenson Chief Financial Officer 272.0K 156.0K — — — 13.8K 441.8K 0.00% ↗
97 2008 R. Lee Crabill Senior Vice-President of Operations 262.5K 131.3K — — — 13.8K 407.6K 0.00% ↗
98 2008 Michael D. Ritz Chief Accounting Officer 181.5K 73.5K — — — 13.8K 268.8K 0.00% ↗
99 2007 C. Taylor Pickett Chief Executive Officer 530.5K 663.1K 2.67M — — 6.8K 3.87M 68.95% ↗
100 2007 Daniel J. Booth Chief Operating Officer 326.5K 244.9K 1.60M — — 6.8K 2.17M 73.42% ↗
101 2007 Robert O. Stephenson Chief Financial Officer 262.7K 157.6K 1.10M — — 6.8K 1.53M 72.07% ↗
102 2007 R. Lee Crabill Senior Vice-President of Operations 253.4K 136.8K 983.9K — — 6.8K 1.38M 71.25% ↗
103 2007 Michael D. Ritz Chief Accounting Officer 145.8K 111.3K 352.4K — — 5.3K 614.8K 57.32% ↗
104 2006 C. Taylor Pickett Chief Executive Officer 515.0K 463.5K 1.76M — — 30.7K 2.77M 63.51% ↗
105 2006 Taylor Pickett 515.0K 463.5K 1.32M — — 343.2K 2.64M 49.92% ↗
106 2006 Daniel J. Booth Chief Operating Officer 317.0K 158.5K 1.05M — — 21.1K 1.55M 67.98% ↗
107 2006 Dan Booth 317.0K 158.5K 790.5K — — 208.6K 1.47M 53.61% ↗
108 2006 Robert O. Stephenson Chief Financial Officer 255.0K 114.8K 843.2K — — 18.2K 1.23M 68.49% ↗
109 2006 R. Lee Crabill Senior Vice-President of Operations 246.0K 123.0K 808.1K — — 17.7K 1.19M 67.63% ↗
110 2006 Robert Stephenson 255.0K 114.8K 632.4K — — 168.2K 1.17M 54.04% ↗
111 2006 Lee Crabill 246.0K 123.0K 606.1K — — 161.4K 1.14M 53.33% ↗
112 2005 C. Taylor Pickett Chief Executive Officer 495.0K 555.0K — — — 6.3K 1.06M 0.00% ↗
113 2005 Robert O. Stephenson Chief Financial Officer 245.0K 162.5K 606.1K — — — 1.01M 59.79% ↗
114 2005 Daniel J. Booth Chief Operating Officer 305.0K 192.5K — — — — 497.5K 0.00% ↗
115 2005 R. Lee Crabill, Jr. Senior Vice President 237.0K 118.5K — — — 6.3K 361.8K 0.00% ↗
116 2004 C. Taylor Pickett Chief Executive Officer 480.0K 600.0K 1.32M — — — 2.40M 54.95% ↗
117 2004 Daniel J. Booth Chief Operating Officer 295.0K 221.3K — — — 6.0K 522.3K 0.00% ↗
118 2004 Robert O. Stephenson Chief Financial Officer 235.0K 176.3K — — — 6.0K 417.3K 0.00% ↗
119 2004 R. Lee Crabill, Jr. Senior Vice President 230.0K 172.5K — — — — 402.5K 0.00% ↗
120 2003 Daniel J. Booth Chief Operating Officer 283.3K 141.6K 790.5K — — — 1.22M 65.04% ↗
121 2003 C. Taylor Pickett Chief Executive Officer 463.5K 463.5K — — — 6.2K 933.2K 0.00% ↗
122 2003 R. Lee Crabill, Jr. Senior Vice President 221.5K 110.8K — — — 6.2K 338.4K 0.00% ↗
123 2003 Robert O. Stephenson Chief Financial Officer 221.5K 110.8K — — — — 332.2K 0.00% ↗
124 2002 R. Lee Crabill, Jr. Senior Vice President 215.0K 45.7K 606.1K — — 6.0K 872.7K 69.44% ↗
125 2002 C. Taylor Pickett Chief Executive Officer 450.0K 191.3K — — — 6.0K 647.3K 0.00% ↗
126 2002 Daniel J. Booth Chief Operating Officer 275.0K 58.4K — — — — 333.4K 0.00% ↗
127 2002 Robert O. Stephenson Chief Financial Officer 215.0K 45.7K — — — — 260.7K 0.00% ↗
128 2000 F. Scott Kellman Chief Operating Officer 266.7K 325.0K 212.4K 500.0K — — 1.30M 54.63% ↗
129 2000 Essel W. Bailey, Jr. Chief Executive Officer (Prior to July 14, 2000) 241.7K — 381.5K — — — 623.2K 61.21% ↗
130 2000 Laurence D. Rich Vice President 139.8K 115.0K 104.0K 227.5K — — 586.3K 56.54% ↗
131 2000 Susan A. Kovach Vice President, Secretary and General Counsel (Resigned effective April 6, 2001) 143.2K 90.0K 112.7K 227.5K — — 573.4K 59.33% ↗
132 2000 Thomas W. Erickson Interim Chief Executive Officer (Since October 1, 2000) 127.1K — — 45.0K — — 172.1K 26.15% ↗
133 2000 Richard M. FitzPatrick Chief Financial Officer (Since July 14, 2000) 139.6K — — — — — 139.6K 0.00% ↗
134 1999 Essel W. Bailey, Jr. Chief Executive Officer (Prior to July 14, 2000) 440.0K 66.0K 66.0K 50.0K — — 622.0K 18.65% ↗
135 1999 Essel W. Bailey, Jr. Chairman, President and CEO 440.0K 66.0K 3.00 50.0K — — 556.0K 8.99% ↗
136 1999 F. Scott Kellman Chief Operating Officer 245.0K 55.0K 55.0K 27.5K — — 382.5K 21.57% ↗
137 1999 David S. Stover Vice President and Chief Financial Officer 218.5K 47.5K 7.00 27.5K — 9.6K 303.2K 9.07% ↗
138 1999 Susan A. Kovach Vice President, Secretary and General Counsel (Resigned effective April 6, 2001) 130.0K 26.0K 26.0K 17.5K — — 199.5K 21.80% ↗
139 1999 Laurence D. Rich Vice President 120.0K 27.5K 27.5K 15.0K — — 190.0K 22.37% ↗
140 1999 Susan A. Kovach Vice President, Secretary and General Counsel 130.0K 26.0K 5.00 17.5K — 9.4K 182.9K 9.57% ↗
141 1999 Laurence D. Rich Vice President of Acquisitions 120.0K 27.5K 6.00 15.0K — 9.3K 171.8K 8.73% ↗
142 1998 Essel W. Bailey, Jr. Chairman, President and CEO 420.0K 75.0K 3.00 — — 252.0K 747.0K 0.00% ↗
143 1998 Essel W. Bailey, Jr. Chief Executive Officer (Prior to July 14, 2000) 420.0K 75.0K 140.5K — — — 635.5K 22.11% ↗
144 1998 F. Scott Kellman Chief Operating Officer 236.0K 65.0K 78.2K — — — 379.2K 20.62% ↗
145 1998 David S. Stover Vice President and Chief Financial Officer 210.0K 55.0K 7.00 — — 30.9K 295.9K 0.00% ↗
146 1998 Susan A. Kovach Vice President, Secretary and General Counsel (Resigned effective April 6, 2001) 120.0K 15.0K 31.1K — — — 166.1K 18.72% ↗
147 1998 Susan A. Kovach Vice President, Secretary and General Counsel 120.0K 15.0K 5.00 — — 1.8K 136.8K 0.00% ↗
148 1997 Essel W. Bailey, Jr. Chairman, President and CEO 400.0K 60.0K 3.00 105.0K — 109.3K 674.3K 15.57% ↗
149 1997 F. Scott Kellman Chief Operating Officer 220.0K 35.0K 4.00 62.5K — 65.4K 382.9K 16.32% ↗
150 1997 David S. Stover Vice President and Chief Financial Officer 195.0K 30.0K 7.00 62.5K — 50.9K 338.4K 18.47% ↗
151 1997 Susan A. Kovach Vice President, Secretary and General Counsel 10.0K — — 20.0K — — 30.0K 66.67% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-21 DEFA14A ↗
2026-04-21 DEFA14A ↗
2026-04-21 DEF 14A ↗
2025-05-21 DEFA14A ↗
2025-04-22 DEF 14A ↗
2025-04-11 PRE 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-21 DEFA14A ↗
2026-05-21 8-K ↗
2026-04-30 SC 13G ↗
2026-04-29 SC 13G ↗
2026-04-29 10-Q ↗
2026-04-28 8-K ↗
2026-04-21 DEFA14A ↗
2026-04-21 DEF 14A ↗
2026-04-21 ARS ↗
2026-04-01 4 ↗

Executive team

NameTitleCompensationGender
C. Taylor Pickett Chief Executive Officer & Director 3M male
Robert O. Stephenson CFO & Treasurer 1M male
Matthew Gourmand President 1M male
Vikas Gupta Chief Investment Officer 1M male
Gail Dave Makode Chief Legal Officer & General Counsel 1M female
Michele Reber Senior Director of Asset Management — —
Neal Alexander Ballew Senior Vice President & Chief Accounting Officer — male
Megan Krull Senior Vice President of Data, Intelligence & Government Relations — female
ESG Rating
C+
REIT - HEALTHCARE FACILITIES
2020
E (Environmental)
44.6 / 68.8
Company / Sector avg.
S (Social)
46.5 / 72.3
Company / Sector avg.
G (Governance)
56.8 / 69.5
Company / Sector avg.
ESG Total
49.3 / 70.2
Company / Sector avg.
ESG Score History REIT - HEALTHCARE FACILITIES
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2020-11-20 2020-12-02 Thomas R. Carper DE Spouse Sale (Full) $1,001 - $15,000 ↗
2020-07-09 2020-08-04 Thomas R. Carper DE Spouse Sale (Full) $1,001 - $15,000 ↗
2014-05-07 2014-05-16 Susan M. Collins ME Spouse Sale (Full) $1,001 - $15,000 ↗
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-03-07 2023-04-17 Daniel Goldman NY10 — Sale (Full) $1,001 - $15,000 ↗
2022-04-11 2022-05-06 Ro Khanna CA17 Spouse Sale $1,001 - $15,000 ↗
2020-12-31 2021-02-10 Billy Long MO07 — Sale (Full) $15,001 - $50,000 ↗
2020-12-31 2021-02-10 Billy Long MO07 — Sale (Full) $100,001 - $250,000 ↗
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

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