Orion Properties Inc. (ONL)
Phoenix, AZ, US
Orion Properties Inc. is an investment firm concentrating its expertise on acquiring, owning, and managing a varied collection of essential corporate headquarters and vital office properties situated in premier suburban markets nationwide. This portfolio is predominantly secured by single-tenant net leases with financially robust tenants. The company's seasoned leadership team employs a rigorous, market-tested investment framework that directs their strategic capital deployment across both their existing holdings and prospective acquisitions.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.74% | +3.55% | +21.67% | +10.19% | +20.66% | +29.20% | +35.19% | -47.10% | -88.32% | -88.32% | -88.32% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth-10.4% Q1'26: -4.5% (vs Q1'25)
-
EPS growth-34.8% Q1'26: -41.2% (vs Q1'25)
-
FCF margin— Q1'26: -67.6% (vs Q1'25)
-
EBIT margin— Q1'26: -9.2% (vs Q1'25)
-
ROIC— Q1'26: -1.2% (vs Q1'25)
-
Share dilution+0.6% Q1'26: +1.1% (vs Q1'25)
-
Debt / EBITDA-9.89× Q1'26: 12.57× (vs Q1'25)
* 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.
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
208.12M
est: 208.24M (-0.1%)
|
195.04M
est: 198.00M (-1.5%)
|
164.86M
est: 163.40M (+0.9%)
|
147.65M
est: 147.88M (-0.2%)
|
140.07M
139.52M – 140.62M
-5.3% YoY
|
143.49M
142.37M – 144.62M
+2.4% YoY
|
| EBITDA |
64.28M
est: 59.59M (+7.9%)
|
81.93M
est: 56.66M (+44.6%)
|
30.70M
est: 19.47M (+57.6%)
|
-48.76M
est: 17.62M (-376.6%)
|
16.69M
16.63M – 16.76M
-5.3% YoY
|
17.10M
16.97M – 17.24M
+2.4% YoY
|
| EBIT |
-67.09M
est: -58.63M (-14.4%)
|
-27.19M
est: -55.74M (+51.2%)
|
-70.13M
est: -70.43M (+0.4%)
|
-107.50M
est: -63.74M (-68.7%)
|
-60.37M
-60.61M – -60.13M
+5.3% YoY
|
-61.85M
-62.33M – -61.36M
-2.4% YoY
|
| Net Income |
-97.49M
est: -86.65M (-12.5%)
|
-57.30M
est: -39.13M (-46.4%)
|
-103.01M
|
-139.31M
est: -111.34M (-25.1%)
|
-25.87M
-26.00M – -25.73M
+76.8% YoY
|
-12.37M
-12.43M – -12.31M
+52.2% YoY
|
| SGA |
15.91M
est: 15.86M (+0.3%)
|
18.72M
est: 15.08M (+24.2%)
|
20.09M
est: 15.68M (+28.1%)
|
20.31M
est: 14.19M (+43.1%)
|
13.45M
13.39M – 13.50M
-5.3% YoY
|
13.77M
13.67M – 13.88M
+2.4% YoY
|
| EPS |
-1.72
est: -1.55 (-11.0%)
|
-1.02
est: -0.70 (-45.7%)
|
-1.84
|
-2.48
est: -1.98 (-25.3%)
|
-0.46
-0.46 – -0.46
+76.8% YoY
|
-0.22
-0.22 – -0.22
+52.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
Owner Earnings
Ownership Overview
| # | 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 | 6.14M | 10.85% | — | 113.7K | 5.95M | 190.8K | IA | Pennsylvania | 2021-12-09 | ↗ |
| 2 | Private Management Group, Inc. | 4.78M | 8.56% | 4.78M | — | 4.78M | — | IA | State of California | 2024-02-02 | ↗ |
| 3 | (1) BlackRock, Inc. | 4.66M | 8.20% | 4.54M | — | 4.66M | — | HC | Delaware | 2023-10-06 | ↗ |
| 4 | John Petry | 4.27M | 7.50% | 4.27M | — | 4.27M | — | IN | United States | 2022-02-14 | ↗ |
| 5 | Sessa Capital (Master), L.P. | 4.27M | 7.50% | 4.27M | — | 4.27M | — | PN | Cayman Islands | 2022-02-14 | ↗ |
| 6 | Sessa Capital GP, LLC | 4.27M | 7.50% | 4.27M | — | 4.27M | — | OO | Delaware | 2022-02-14 | ↗ |
| 7 | Sessa Capital IM GP, LLC | 4.27M | 7.50% | 4.27M | — | 4.27M | — | OO | Delaware | 2022-02-14 | ↗ |
| 8 | Sessa Capital IM, L.P. | 4.27M | 7.50% | 4.27M | — | 4.27M | — | PN | Delaware | 2022-02-14 | ↗ |
| 9 | Caraway Jackson Investments LLC | 4.14M | 7.30% | — | 4.14M | — | 4.14M | OO | Cayman Islands | 2022-04-14 | ↗ |
| 10 | EMAI Management, LLC | 4.14M | 7.30% | — | 4.14M | — | 4.14M | OO | Cayman Islands | 2022-04-14 | ↗ |
| 11 | Eli Samaha | 4.14M | 7.30% | — | 4.14M | — | 4.14M | IN | Cayman Islands | 2022-04-14 | ↗ |
| 12 | Madison Avenue GP, LLC | 4.14M | 7.30% | — | 4.14M | — | 4.14M | OO | Cayman Islands | 2022-04-14 | ↗ |
| 13 | Madison Avenue International LP | 4.14M | 7.30% | — | 4.14M | — | 4.14M | OO | Cayman Islands | 2022-04-14 | ↗ |
| 14 | Madison Avenue Partners, LP | 4.14M | 7.30% | — | 4.14M | — | 4.14M | OO | Cayman Islands | 2022-04-14 | ↗ |
| 15 | Morgan Stanley | 3.51M | 6.20% | — | — | — | 13.00 | HC, CO | Delaware. | 2023-02-10 | ↗ |
| 16 | STATE STREET CORPORATION | 3.42M | 6.05% | — | 2.96M | — | 3.42M | HC | BOSTON, MASSACHUSETTS | 2022-02-11 | ↗ |
| 17 | Morgan Stanley & Co. LLC | 3.18M | 5.60% | — | — | — | 13.00 | BD, CO | Delaware. | 2023-02-10 | ↗ |
| 18 | Par Sanda | 2.85M | 5.03% | 1.06M | — | 1.06M | — | IN | United States of America | 2022-08-08 | ↗ |
| 19 | Sand Capital Associates, LLC | 1.79M | 3.16% | 1.79M | — | 1.79M | — | OO | United States of America | 2022-08-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 63.2K +63.2K (+100.0%) | 143.00M +143.0M (+100.0%) | 0.11% +0.112 pp | 0.00% +0.000 pp | USD2.26 +0.0% | 1 qtrs NEW |
| 2 | KAWA CAPITAL MANAGEMENT, INC | 5.47M +— (+0.0%) | 12.54M -2.2M (-15.2%) | 9.72% -0.010 pp | 28.99% +2.197 pp | USD2.13 +6.1% | 4 qtrs — |
| 3 | PRIVATE MANAGEMENT GROUP INC | 5.36M +163.7K (+3.1%) | 12.12M -1.9M (-13.7%) | 9.52% +0.281 pp | 0.35% -0.065 pp | USD6.74 -66.5% | 15 qtrs — |
| 4 | VANGUARD GROUP INC | 2.75M +3.0 (+0.0%) | 6.21M -1.2M (-16.3%) | 4.88% -0.005 pp | 0.00% +0.000 pp | USD17.24 -86.9% | 17 qtrs — |
| 5 | J. GOLDMAN & CO LP | 2.16M +1.3M (+141.9%) | 4.88M +2.5M (+102.4%) | 3.83% +2.247 pp | 0.13% +0.068 pp | USD2.21 +2.3% | 3 qtrs — |
| 6 | PARKWOOD LLC | 1.94M +— (+0.0%) | 4.38M -854.0K (-16.3%) | 3.45% -0.004 pp | 0.34% -0.137 pp | USD2.13 +6.1% | 3 qtrs — |
| 7 | BLACKROCK, INC. | 1.79M +8.0K (+0.4%) | 4.05M -767.2K (-15.9%) | 3.18% +0.011 pp | 0.00% +0.000 pp | USD3.94 -42.6% | 6 qtrs — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 1.69M +14.2K (+0.8%) | 3.81M -703.4K (-15.6%) | 2.99% +0.022 pp | 0.01% +0.000 pp | USD5.54 -59.2% | 16 qtrs — |
| 9 | RBF CAPITAL, LLC | 1.00M +— (+0.0%) | 2.26M -440.0K (-16.3%) | 1.78% -0.002 pp | 0.10% -0.020 pp | USD2.13 +6.1% | 3 qtrs — |
| 10 | JANE STREET GROUP, LLC | 909.2K +72.0K (+8.6%) | 2.05M -205.7K (-9.1%) | 1.61% +0.126 pp | 0.00% +0.000 pp | USD2.22 +1.8% | 13 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 613.1K +4.7K (+0.8%) | 1.39M -257.4K (-15.7%) | 1.09% +0.007 pp | 0.00% +0.000 pp | USD12.55 -82.0% | 17 qtrs — |
| 12 | D. E. SHAW & CO., INC. | 592.0K +143.1K (+31.9%) | 1.34M +125.9K (+10.4%) | 1.05% +0.253 pp | 0.00% +0.000 pp | USD3.59 -37.0% | 10 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 571.8K +— (+0.0%) | 1.29M -251.6K (-16.3%) | 1.02% -0.001 pp | 0.00% 0.000 pp | USD17.47 -87.1% | 17 qtrs — |
| 14 | GSA CAPITAL PARTNERS LLP | 551.2K +7.8K (+1.4%) | 1.25M -221.0K (-15.1%) | 0.98% +0.013 pp | 0.11% -0.015 pp | USD3.07 -26.4% | 11 qtrs — |
| 15 | MORGAN STANLEY | 515.5K -263.9K (-33.9%) | 1.17M -939.4K (-44.6%) | 0.92% -0.470 pp | 0.00% 0.000 pp | USD7.67 -70.5% | 17 qtrs — |
| 16 | MILLENNIUM MANAGEMENT LLC | 427.3K -253.0K (-37.2%) | 965.6K -871.1K (-47.4%) | 0.76% -0.451 pp | 0.00% 0.000 pp | USD2.31 -2.2% | 17 qtrs — |
| 17 | TWO SIGMA INVESTMENTS, LP | 385.9K +149.1K (+63.0%) | 872.2K +232.9K (+36.4%) | 0.69% +0.264 pp | 0.00% +0.000 pp | USD2.66 -15.0% | 10 qtrs — |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 342.6K -76.4K (-18.2%) | 774.3K -357.1K (-31.6%) | 0.61% -0.137 pp | 0.00% +0.000 pp | USD2.84 -20.4% | 17 qtrs — |
| 19 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 318.5K +106.0 (+0.0%) | 719.7K -139.8K (-16.3%) | 0.57% 0.000 pp | 0.04% -0.007 pp | USD2.21 +2.3% | 4 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 313.4K -417.0 (-0.1%) | 708.2K -139.0K (-16.4%) | 0.56% -0.001 pp | 0.00% +0.000 pp | USD10.62 -78.7% | 17 qtrs — |
| 21 | RAYMOND JAMES FINANCIAL INC | 277.3K -5.0K (-1.8%) | 626.8K -135.5K (-17.8%) | 0.49% -0.009 pp | 0.00% 0.000 pp | USD3.68 -38.6% | 5 qtrs — |
| 22 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 261.5K +— (+0.0%) | 589.0K -115.0K (-16.3%) | 0.46% -0.001 pp | 0.01% -0.001 pp | USD10.88 -79.2% | 17 qtrs — |
| 23 | STATE STREET CORP | 255.2K -9.2K (-3.5%) | 581.9K -137.2K (-19.1%) | 0.45% -0.017 pp | 0.00% +0.000 pp | USD16.44 -86.3% | 17 qtrs — |
| 24 | TWO SIGMA ADVISERS, LP | 243.0K +116.3K (+91.8%) | 549.2K +207.1K (+60.5%) | 0.43% +0.206 pp | 0.00% +0.000 pp | USD2.85 -20.7% | 16 qtrs — |
| 25 | MARSHALL WACE, LLP | 238.7K +137.7K (+136.4%) | 539.4K +266.8K (+97.9%) | 0.42% +0.244 pp | 0.00% +0.000 pp | USD2.45 -7.8% | 2 qtrs — |
| 26 | SAMALIN INVESTMENT COUNSEL, LLC | 212.3K +1.1K (+0.5%) | 479.7K -90.5K (-15.9%) | 0.38% +0.002 pp | 0.17% -0.026 pp | USD3.31 -31.7% | 12 qtrs — |
| 27 | 683 CAPITAL MANAGEMENT, LLC | 208.1K +208.1K (+100.0%) | 470.4K +470.4K (+100.0%) | 0.37% +0.370 pp | 0.02% +0.021 pp | USD2.26 +0.0% | 1 qtrs NEW |
| 28 | MARINER, LLC | 131.8K -96.6K (-42.3%) | 297.9K -318.8K (-51.7%) | 0.23% -0.172 pp | 0.00% 0.000 pp | USD2.51 -10.0% | 9 qtrs — |
| 29 | NORTHERN TRUST CORP | 111.1K +9.1K (+8.9%) | 251.2K -24.5K (-8.9%) | 0.20% +0.016 pp | 0.00% +0.000 pp | USD13.62 -83.4% | 17 qtrs — |
| 30 | GOLDMAN SACHS GROUP INC | 106.6K -22.4K (-17.4%) | 240.8K -107.5K (-30.9%) | 0.19% -0.040 pp | 0.00% +0.000 pp | USD4.49 -49.7% | 17 qtrs — |
| 31 | CITADEL ADVISORS LLC | 95.2K -81.5K (-46.1%) | 215.2K -261.9K (-54.9%) | 0.17% -0.145 pp | 0.00% +0.000 pp | USD2.70 -16.3% | 17 qtrs — |
| 32 | NOMURA ASSET MANAGEMENT CO LTD | 92.2K +27.0K (+41.4%) | 208.4K +32.3K (+18.4%) | 0.16% +0.048 pp | 0.00% +0.000 pp | USD11.46 -80.3% | 17 qtrs — |
| 33 | QUINN OPPORTUNITY PARTNERS LLC | 90.8K +— (+0.0%) | 205.1K -39.9K (-16.3%) | 0.16% 0.000 pp | 0.01% -0.009 pp | USD6.64 -66.0% | 15 qtrs — |
| 34 | JACOBS LEVY EQUITY MANAGEMENT, INC | 85.4K -3.2K (-3.6%) | 193.1K -46.1K (-19.3%) | 0.15% -0.006 pp | 0.00% 0.000 pp | USD5.18 -56.4% | 9 qtrs — |
| 35 | QUBE RESEARCH & TECHNOLOGIES LTD | 84.4K -9.1K (-9.8%) | 190.7K -61.8K (-24.5%) | 0.15% -0.016 pp | 0.00% 0.000 pp | USD2.52 -10.3% | 3 qtrs — |
| 36 | ASSET MANAGEMENT ONE CO., LTD. | 81.5K +— (+0.0%) | 185.9K -34.2K (-15.6%) | 0.14% 0.000 pp | 0.00% 0.000 pp | USD16.69 -86.5% | 17 qtrs — |
| 37 | INVESCO LTD. | 65.1K -92.0K (-58.6%) | 147.1K -277.0K (-65.3%) | 0.12% -0.164 pp | 0.00% +0.000 pp | USD7.31 -69.1% | 17 qtrs — |
| 38 | MACQUARIE GROUP LTD | 63.2K +— (+0.0%) | 142.8K -28.2K (-16.5%) | 0.11% 0.000 pp | 0.00% +0.000 pp | USD3.40 -33.5% | 8 qtrs — |
| 39 | BARCLAYS PLC | 62.6K -11.1K (-15.0%) | 141.6K -153.4K (-52.0%) | 0.11% -0.020 pp | 0.00% +0.000 pp | USD2.70 -16.3% | 16 qtrs — |
| 40 | STIFEL FINANCIAL CORP | 61.0K -3.7K (-5.8%) | 137.9K -36.9K (-21.1%) | 0.11% -0.007 pp | 0.00% +0.000 pp | USD3.53 -36.0% | 8 qtrs — |
| 41 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 59.0K +— (+0.0%) | 133.2K -25.9K (-16.3%) | 0.10% 0.000 pp | 0.00% +0.000 pp | USD10.24 -77.9% | 17 qtrs — |
| 42 | OMERS ADMINISTRATION CORP | 58.4K +58.4K (+100.0%) | 132.0K +132.0K (+100.0%) | 0.10% +0.104 pp | 0.00% +0.001 pp | USD2.26 +0.0% | 1 qtrs NEW |
| 43 | FMR LLC | 57.0K -11.5K (-16.7%) | 128.9K -56.0K (-30.3%) | 0.10% -0.021 pp | 0.00% +0.000 pp | USD2.30 -1.7% | 17 qtrs — |
| 44 | POINT72 ASSET MANAGEMENT, L.P. | 44.7K +44.7K (+100.0%) | 101.0K +101.0K (+100.0%) | 0.08% +0.079 pp | 0.00% +0.000 pp | USD2.26 +0.0% | 1 qtrs NEW |
| 45 | BANK OF AMERICA CORP /DE/ | 43.9K -51.3K (-53.9%) | 99.1K -157.7K (-61.4%) | 0.08% -0.091 pp | 0.00% +0.000 pp | USD5.08 -55.5% | 17 qtrs — |
| 46 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 40.6K +18.1K (+80.7%) | 91.7K +31.1K (+51.3%) | 0.07% +0.032 pp | 0.00% +0.000 pp | USD6.81 -66.8% | 17 qtrs — |
| 47 | MEEDER ASSET MANAGEMENT INC | 39.9K +— (+0.0%) | 90.1K -17.5K (-16.3%) | 0.07% 0.000 pp | 0.00% -0.001 pp | USD3.47 -34.9% | 7 qtrs — |
| 48 | SQUAREPOINT OPS LLC | 38.8K -6.8K (-14.8%) | 87.7K -35.3K (-28.7%) | 0.07% -0.012 pp | 0.00% +0.000 pp | USD2.13 +6.1% | 6 qtrs — |
| 49 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 37.9K +— (+0.0%) | 85.6K -16.7K (-16.3%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD14.57 -84.5% | 17 qtrs — |
| 50 | PENDERFUND CAPITAL MANAGEMENT LTD. | 37.0K +— (+0.0%) | 83.6K -16.3K (-16.3%) | 0.07% 0.000 pp | 0.01% -0.004 pp | USD2.70 -16.3% | 2 qtrs — |
| 51 | STATE OF WISCONSIN INVESTMENT BOARD | 33.7K -900.0 (-2.6%) | 76.2K -17.3K (-18.5%) | 0.06% -0.002 pp | 0.00% +0.000 pp | USD6.40 -64.7% | 17 qtrs — |
| 52 | AQR CAPITAL MANAGEMENT LLC | 32.0K -15.7K (-32.8%) | 72.4K -56.4K (-43.8%) | 0.06% -0.028 pp | 0.00% +0.000 pp | USD4.41 -48.8% | 13 qtrs — |
| 53 | BFSG, LLC | 30.9K +1.2K (+3.9%) | 69.8K -10.4K (-13.0%) | 0.05% +0.002 pp | 0.01% -0.001 pp | USD4.00 -43.5% | 10 qtrs — |
| 54 | ALGERT GLOBAL LLC | 30.3K +5.6K (+22.5%) | 68.0K +1.0K (+1.5%) | 0.05% +0.010 pp | 0.00% 0.000 pp | USD2.62 -13.7% | 2 qtrs — |
| 55 | ENGINEERS GATE MANAGER LP | 27.7K -12.5K (-31.1%) | 62.6K -45.9K (-42.3%) | 0.05% -0.022 pp | 0.00% -0.001 pp | USD2.14 +5.6% | 4 qtrs — |
| 56 | DUPREE FINANCIAL GROUP, LLC | 27.1K +80.0 (+0.3%) | 61.2K -11.7K (-16.0%) | 0.05% +0.000 pp | 0.02% -0.005 pp | USD2.70 -16.3% | 7 qtrs — |
| 57 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 26.4K -896.4K (-97.1%) | 59.6K -2.4M (-97.6%) | 0.05% -1.594 pp | 0.00% -0.002 pp | USD3.31 -31.7% | 10 qtrs — |
| 58 | COMMONWEALTH EQUITY SERVICES, LLC | 22.8K -7.9K (-25.8%) | 51.6K -31.4K (-37.9%) | 0.04% -0.014 pp | 0.00% +0.000 pp | USD3.20 -29.4% | 8 qtrs — |
| 59 | JAIN GLOBAL LLC | 21.9K +21.9K (+100.0%) | 49.5K +49.5K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD2.26 +0.0% | 3 qtrs — |
| 60 | DEUTSCHE BANK AG\ | 21.8K +— (+0.0%) | 49.2K -9.6K (-16.3%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD2.13 +6.1% | 3 qtrs — |
| 61 | LPL FINANCIAL LLC | 20.8K -15.3K (-42.4%) | 47.0K -50.4K (-51.8%) | 0.04% -0.027 pp | 0.00% +0.000 pp | USD9.03 -75.0% | 15 qtrs — |
| 62 | RESONA ASSET MANAGEMENT CO.,LTD. | 19.7K +— (+0.0%) | 44.8K -8.3K (-15.6%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD3.40 -33.5% | 8 qtrs — |
| 63 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 19.7K -2.4K (-10.9%) | 44.0K -16.0K (-26.7%) | 0.04% -0.004 pp | 0.00% +0.000 pp | USD9.75 -76.8% | 17 qtrs — |
| 64 | HB WEALTH MANAGEMENT, LLC | 19.2K +145.0 (+0.8%) | 43.3K -8.0K (-15.7%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD2.70 -16.3% | 8 qtrs — |
| 65 | DAIWA SECURITIES GROUP INC. | 18.8K +— (+0.0%) | 42.0K -9.0K (-17.6%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD15.64 -85.5% | 17 qtrs — |
| 66 | BANK OF MONTREAL /CAN/ | 16.7K -20.5K (-55.1%) | 37.7K -62.7K (-62.5%) | 0.03% -0.037 pp | 0.00% +0.000 pp | USD2.13 +6.1% | 3 qtrs — |
| 67 | UBS GROUP AG | 16.3K +10.6K (+185.0%) | 36.9K +21.4K (+138.5%) | 0.03% +0.019 pp | 0.00% +0.000 pp | USD3.68 -38.6% | 17 qtrs — |
| 68 | TWO SIGMA SECURITIES, LLC | 16.0K +3.8K (+31.7%) | 36.1K +3.3K (+10.2%) | 0.03% +0.007 pp | 0.01% +0.000 pp | USD2.59 -12.7% | 2 qtrs — |
| 69 | — | 15.6K +15.6K (+100.0%) | 35.3K +35.3K (+100.0%) | 0.03% +0.028 pp | 0.01% +0.012 pp | USD2.26 +0.0% | 1 qtrs NEW |
| 70 | PRUDENTIAL FINANCIAL INC | 14.6K -711.0 (-4.6%) | 33.0K -8.3K (-20.2%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD2.14 +5.6% | 7 qtrs — |
| 71 | XTX TOPCO LTD | 14.3K -7.8K (-35.1%) | 32.4K -27.3K (-45.7%) | 0.03% -0.014 pp | 0.00% -0.002 pp | USD2.13 +6.1% | 3 qtrs — |
| 72 | CWM, LLC | 13.9K -1.4K (-8.9%) | 32.0K -9.0K (-22.0%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD4.03 -43.9% | 17 qtrs — |
| 73 | PRIVATE ADVISOR GROUP, LLC | 13.5K -6.0K (-30.9%) | 30.5K -22.2K (-42.2%) | 0.02% -0.011 pp | 0.00% 0.000 pp | USD4.14 -45.4% | 9 qtrs — |
| 74 | EVOKE WEALTH, LLC | 13.2K +13.2K (+100.0%) | 30.0K +30.0K (+100.0%) | 0.02% +0.023 pp | 0.00% +0.001 pp | USD2.26 +0.0% | 1 qtrs NEW |
| 75 | ROYAL BANK OF CANADA | 13.5K -72.8K (-84.3%) | 30.0K -203.0K (-87.1%) | 0.02% -0.129 pp | 0.00% +0.000 pp | USD2.38 -5.0% | 17 qtrs — |
| 76 | AXQ CAPITAL, LP | 13.2K +13.2K (+100.0%) | 29.7K +29.7K (+100.0%) | 0.02% +0.023 pp | 0.01% +0.007 pp | USD2.26 +0.0% | 1 qtrs NEW |
| 77 | GABELLI FUNDS LLC | 12.0K +— (+0.0%) | 27.1K -5.3K (-16.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD2.13 +6.1% | 3 qtrs — |
| 78 | TOWER RESEARCH CAPITAL LLC (TRC) | 11.8K +7.6K (+181.2%) | 26.7K +15.4K (+135.4%) | 0.02% +0.014 pp | 0.00% +0.000 pp | USD2.28 -0.9% | 17 qtrs — |
| 79 | WELLS FARGO & COMPANY/MN | 10.8K -8.2K (-43.3%) | 24.4K -27.0K (-52.5%) | 0.02% -0.015 pp | 0.00% +0.000 pp | USD12.50 -81.9% | 17 qtrs — |
| 80 | QUANTINNO CAPITAL MANAGEMENT LP | 10.4K +10.4K (+100.0%) | 23.5K +23.5K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.000 pp | USD2.26 +0.0% | 1 qtrs NEW |
| 81 | NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 10.2K +122.0 (+1.2%) | 23.1K -4.2K (-15.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD3.43 -34.1% | 7 qtrs — |
| 82 | KESTRA ADVISORY SERVICES, LLC | 9.0K -3.7K (-29.3%) | 20.4K -14.1K (-40.9%) | 0.02% -0.007 pp | 0.00% 0.000 pp | USD2.70 -16.3% | 4 qtrs — |
| 83 | NISA INVESTMENT ADVISORS, LLC | 8.2K -1.6K (-16.5%) | 18.7K -8.0K (-30.0%) | 0.01% -0.003 pp | 0.00% +0.000 pp | USD10.60 -78.7% | 17 qtrs — |
| 84 | RUSSELL INVESTMENTS GROUP, LTD. | 8.2K -1.0K (-10.9%) | 18.5K -6.3K (-25.4%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD3.75 -39.7% | 17 qtrs — |
| 85 | RHUMBLINE ADVISERS | 6.6K -200.0 (-2.9%) | 15.0K -3.5K (-18.8%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD15.29 -85.2% | 17 qtrs — |
| 86 | ADVISOR GROUP HOLDINGS, INC. | 6.5K -1.7K (-20.8%) | 14.6K -9.2K (-38.7%) | 0.01% -0.003 pp | 0.00% +0.000 pp | USD11.35 -80.1% | 17 qtrs — |
| 87 | PNC FINANCIAL SERVICES GROUP, INC. | 5.3K -7.0K (-57.3%) | 11.9K -21.3K (-64.2%) | 0.01% -0.013 pp | 0.00% +0.000 pp | USD3.07 -26.4% | 17 qtrs — |
| 88 | EVERSOURCE WEALTH ADVISORS, LLC | 3.1K -417.0 (-11.7%) | 7.1K -2.5K (-26.1%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD2.24 +0.9% | 16 qtrs — |
| 89 | SPIRE WEALTH MANAGEMENT | 2.8K -6.6K (-69.9%) | 6.4K -18.9K (-74.8%) | 0.01% -0.012 pp | 0.00% -0.001 pp | USD4.98 -54.6% | 15 qtrs — |
| 90 | COMERICA BANK | 2.7K -2.9K (-52.2%) | 6.0K -9.0K (-60.0%) | 0.00% -0.005 pp | 0.00% +0.000 pp | USD3.73 -39.4% | 10 qtrs — |
| 91 | LARSON FINANCIAL GROUP LLC | 2.5K +5.0 (+0.2%) | 5.7K -1.1K (-16.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.19 +3.2% | 17 qtrs — |
| 92 | CULLEN/FROST BANKERS, INC. | 1.6K +8.0 (+0.5%) | 3.7K -697.0 (-15.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.59 -76.4% | 17 qtrs — |
| 93 | METLIFE INVESTMENT MANAGEMENT, LLC | 1.4K -9.0 (-0.6%) | 3.3K -658.0 (-16.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.61 -70.3% | 16 qtrs — |
| 94 | ALLWORTH FINANCIAL LP | 1.3K +2.0 (+0.2%) | 2.9K -553.0 (-16.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.18 -45.9% | 17 qtrs — |
| 95 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 1.2K +200.0 (+20.6%) | 2.6K +25.0 (+1.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.10 -63.0% | 16 qtrs — |
| 96 | JPMORGAN CHASE & CO | 1.1K +194.0 (+21.3%) | 2.5K +37.0 (+1.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD7.23 -68.7% | 17 qtrs — |
| 97 | OPTIVER HOLDING B.V. | 836.00 +— (+0.0%) | 1.9K -368.0 (-16.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.70 -16.3% | 2 qtrs — |
| 98 | MASSMUTUAL TRUST CO FSB/ADV | 727.00 -10.0 (-1.4%) | 1.6K -347.0 (-17.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD2.14 +5.6% | 8 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Cambria Global Real Estate ETF BLDG | 1.35% | 892.2K | 0.59% |
| 2 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.04% | 39.2K | 0.89% |
| 3 | iShares Micro-Cap ETF IWC | 0.03% | 495.6K | 0.60% |
| 4 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.02% | 242.5K | 0.20% |
| 5 | First Trust S&P REIT Index Fund FRI | 0.01% | 19.7K | 0.51% |
| 6 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.37M | 0.24% |
| 7 | Dimensional US Real Estate ETF DFAR | 0.01% | 123.1K | 0.19% |
| 8 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.01% | 155.7K | 0.34% |
| 9 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 145.4K | 0.30% |
| 10 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 15.1K | 0.25% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-12 | Schmidt Revea Lynn | Officer | A-Award | A | Common Stock | 62,762 | 0.00 | — | 174,270 | D | ↗ |
| 2026-03-12 | MCDOWELL PAUL H | Director / Officer | A-Award | A | Common Stock | 217,573 | 0.00 | — | 744,147 | D | ↗ |
| 2026-03-12 | Hughes Paul C | Officer | A-Award | A | Common Stock | 73,222 | 0.00 | — | 192,565 | D | ↗ |
| 2026-03-12 | Day Christopher Haviland | Officer | A-Award | A | Common Stock | 99,372 | 0.00 | — | 269,199 | D | ↗ |
| 2026-03-12 | Brandon Gavin | Officer | A-Award | A | Common Stock | 115,063 | 0.00 | — | 343,618 | D | ↗ |
| 2026-03-07 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 2,096 | 2.45 | 5.1K | 111,508 | D | ↗ |
| 2026-03-07 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 2,679 | 2.45 | 6.6K | 119,343 | D | ↗ |
| 2026-03-07 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 2,327 | 2.45 | 5.7K | 169,827 | D | ↗ |
| 2026-03-03 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 6,793 | 2.46 | 16.7K | 113,604 | D | ↗ |
| 2026-03-03 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 33,008 | 2.46 | 81.2K | 536,771 | D | ↗ |
| 2026-03-03 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 10,721 | 2.46 | 26.4K | 122,022 | D | ↗ |
| 2026-03-03 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 7,871 | 2.46 | 19.4K | 172,154 | D | ↗ |
| 2026-03-03 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 10,329 | 2.46 | 25.4K | 231,755 | D | ↗ |
| 2026-02-26 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 4,782 | 2.56 | 12.2K | 120,397 | D | ↗ |
| 2026-02-26 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 23,245 | 2.56 | 59.5K | 569,779 | D | ↗ |
| 2026-02-26 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 6,903 | 2.56 | 17.7K | 132,743 | D | ↗ |
| 2026-02-26 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 6,375 | 2.56 | 16.3K | 180,025 | D | ↗ |
| 2026-02-26 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 8,055 | 2.56 | 20.6K | 242,084 | D | ↗ |
| 2026-01-15 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 867 | 2.13 | 1.8K | 125,179 | D | ↗ |
| 2026-01-15 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 21,923 | 2.13 | 46.7K | 593,024 | D | ↗ |
| 2026-01-15 | Hughes Paul C | Officer | A-Award | A | Common Stock | 8,204 | 0.00 | — | 143,465 | D | ↗ |
| 2026-01-15 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 3,464 | 2.13 | 7.4K | 186,400 | D | ↗ |
| 2026-01-15 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 4,763 | 2.13 | 10.1K | 250,139 | D | ↗ |
| 2025-10-15 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 347 | 2.51 | 872.59 | 178,926 | D | ↗ |
| 2025-08-27 | GILYARD REGINALD HAROLD | Director | P-Purchase | A | Common Stock | 55,000 | 2.91 | 160.0K | 227,778 | D | ↗ |
| 2025-07-15 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 368 | 2.35 | 865.24 | 178,578 | D | ↗ |
| 2025-06-30 | Landriau Gary E | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-15 | Schmidt Revea Lynn | Officer | A-Award | A | Common Stock | 64,378 | 0.00 | — | 123,312 | D | ↗ |
| 2025-05-15 | MCDOWELL PAUL H | Director / Officer | A-Award | A | Common Stock | 274,678 | 0.00 | — | 562,434 | D | ↗ |
| 2025-05-15 | Landriau Gary E | Officer | A-Award | A | Common Stock | 42,918 | 0.00 | — | 135,849 | D | ↗ |
| 2025-05-15 | Hughes Paul C | Officer | A-Award | A | Common Stock | 75,107 | 0.00 | — | 135,261 | D | ↗ |
| 2025-05-15 | Day Christopher Haviland | Officer | A-Award | A | Common Stock | 85,837 | 0.00 | — | 177,256 | D | ↗ |
| 2025-05-15 | Brandon Gavin | Officer | A-Award | A | Common Stock | 118,026 | 0.00 | — | 239,860 | D | ↗ |
| 2025-05-14 | Whyte Gregory J. | Director | A-Award | A | Common Stock | 50,505 | 0.00 | — | 105,413 | D | ↗ |
| 2025-05-14 | Lieb Richard J | Director | A-Award | A | Common Stock | 50,505 | 0.00 | — | 106,616 | D | ↗ |
| 2025-05-14 | GILYARD REGINALD HAROLD | Director | A-Award | A | Common Stock | 63,131 | 0.00 | — | 172,778 | D | ↗ |
| 2025-05-14 | ALLEN KATHLEEN | Director | A-Award | A | Common Stock | 50,505 | 0.00 | — | 77,243 | D | ↗ |
| 2025-04-15 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 524 | 1.63 | 854.73 | 178,210 | D | ↗ |
| 2025-03-22 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 278 | 2.31 | 642.18 | 58,934 | D | ↗ |
| 2025-03-22 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 6,139 | 2.31 | 14.2K | 287,756 | D | ↗ |
| 2025-03-22 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 1,393 | 2.31 | 3.2K | 92,931 | D | ↗ |
| 2025-03-22 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 1,145 | 2.31 | 2.6K | 60,154 | D | ↗ |
| 2025-03-22 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 989 | 2.31 | 2.3K | 91,419 | D | ↗ |
| 2025-03-22 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 1,360 | 2.31 | 3.1K | 121,834 | D | ↗ |
| 2025-03-17 | MCDOWELL PAUL H | Director / Officer | P-Purchase | A | Common Stock | 12,000 | 2.48 | 29.8K | 293,895 | D | ↗ |
| 2025-03-13 | Landriau Gary E | Officer | P-Purchase | A | Common Stock | 1,300 | 2.25 | 2.9K | 94,324 | D | ↗ |
| 2025-03-13 | GILYARD REGINALD HAROLD | Director | P-Purchase | A | Common Stock | 40,000 | 2.35 | 93.8K | 109,647 | D | ↗ |
| 2025-03-12 | Landriau Gary E | Officer | P-Purchase | A | Common Stock | 9,446 | 2.47 | 23.3K | 93,024 | D | ↗ |
| 2025-03-07 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 2,097 | 2.50 | 5.2K | 59,212 | D | ↗ |
| 2025-03-07 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 10,197 | 2.50 | 25.5K | 281,895 | D | ↗ |
| 2025-03-07 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 3,332 | 2.50 | 8.3K | 83,578 | D | ↗ |
| 2025-03-07 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 3,005 | 2.50 | 7.5K | 61,299 | D | ↗ |
| 2025-03-07 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 2,305 | 2.50 | 5.8K | 92,408 | D | ↗ |
| 2025-03-07 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 3,200 | 2.50 | 8.0K | 123,194 | D | ↗ |
| 2025-02-26 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 4,782 | 4.09 | 19.6K | 61,309 | D | ↗ |
| 2025-02-26 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 23,269 | 4.09 | 95.2K | 292,092 | D | ↗ |
| 2025-02-26 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 8,547 | 4.09 | 35.0K | 86,910 | D | ↗ |
| 2025-02-26 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 6,908 | 4.09 | 28.3K | 64,304 | D | ↗ |
| 2025-02-26 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 6,375 | 4.09 | 26.1K | 94,713 | D | ↗ |
| 2025-02-26 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 8,307 | 4.09 | 34.0K | 126,394 | D | ↗ |
| 2025-01-15 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 99 | 3.96 | 392.04 | 66,091 | D | ↗ |
| 2025-01-15 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 6,709 | 3.96 | 26.6K | 315,361 | D | ↗ |
| 2025-01-15 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 1,414 | 3.96 | 5.6K | 95,457 | D | ↗ |
| 2025-01-15 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 1,162 | 3.96 | 4.6K | 71,212 | D | ↗ |
| 2025-01-15 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 1,055 | 3.96 | 4.2K | 101,088 | D | ↗ |
| 2025-01-15 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 1,450 | 3.96 | 5.7K | 134,701 | D | ↗ |
| 2024-12-02 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 351 | 4.23 | 1.5K | 69,876 | D | ↗ |
| 2024-11-15 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 1,039 | 3.83 | 4.0K | 306,081 | D | ↗ |
| 2024-11-15 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 261 | 3.83 | 999.63 | 93,540 | D | ↗ |
| 2024-11-15 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 190 | 3.83 | 727.70 | 98,812 | D | ↗ |
| 2024-11-15 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 261 | 3.83 | 999.63 | 131,571 | D | ↗ |
| 2024-10-15 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 408 | 3.94 | 1.6K | 99,002 | D | ↗ |
| 2024-09-20 | ALLEN KATHLEEN | Director | G-Gift | A | Common Stock | 18,349 | 0.00 | — | 37,170 | I | ↗ |
| 2024-07-15 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 401 | 3.90 | 1.6K | 98,595 | D | ↗ |
| 2024-05-15 | Whyte Gregory J. | Director | A-Award | A | Common Stock | 26,738 | 0.00 | — | 54,908 | — | ↗ |
| 2024-05-15 | Lieb Richard J | Director | A-Award | A | Common Stock | 26,738 | 0.00 | — | 56,111 | — | ↗ |
| 2024-05-15 | GILYARD REGINALD HAROLD | Director | A-Award | A | Common Stock | 33,422 | 0.00 | — | 69,647 | — | ↗ |
| 2024-05-15 | ALLEN KATHLEEN | Director | A-Award | A | Common Stock | 26,738 | 0.00 | — | 45,087 | — | ↗ |
| 2024-04-15 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 385 | 3.24 | 1.2K | 98,193 | D | ↗ |
| 2024-03-22 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 278 | 3.34 | 928.52 | 65,878 | — | ↗ |
| 2024-03-22 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 4,335 | 3.34 | 14.5K | 307,120 | — | ↗ |
| 2024-03-22 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 1,357 | 3.34 | 4.5K | 93,801 | — | ↗ |
| 2024-03-22 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 1,142 | 3.34 | 3.8K | 70,227 | — | ↗ |
| 2024-03-22 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 989 | 3.34 | 3.3K | 97,690 | — | ↗ |
| 2024-03-22 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 1,360 | 3.34 | 4.5K | 131,832 | — | ↗ |
| 2024-03-07 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 2,097 | 3.52 | 7.4K | 66,156 | — | ↗ |
| 2024-03-07 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 11,057 | 3.52 | 38.9K | 311,455 | — | ↗ |
| 2024-03-07 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 3,661 | 3.52 | 12.9K | 95,158 | — | ↗ |
| 2024-03-07 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 3,038 | 3.52 | 10.7K | 71,369 | — | ↗ |
| 2024-03-07 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 2,795 | 3.52 | 9.8K | 98,679 | — | ↗ |
| 2024-03-07 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 3,843 | 3.52 | 13.5K | 133,192 | — | ↗ |
| 2024-03-05 | Schmidt Revea Lynn | Officer | A-Award | A | Common Stock | 45,317 | 0.00 | — | 68,253 | — | ↗ |
| 2024-03-05 | MCDOWELL PAUL H | Director / Officer | A-Award | A | Common Stock | 193,353 | 0.00 | — | 322,512 | — | ↗ |
| 2024-03-05 | Landriau Gary E | Officer | A-Award | A | Common Stock | 60,423 | 0.00 | — | 98,819 | — | ↗ |
| 2024-03-05 | Hughes Paul C | Officer | A-Award | A | Common Stock | 45,317 | 0.00 | — | 74,407 | — | ↗ |
| 2024-03-05 | Day Christopher Haviland | Officer | A-Award | A | Common Stock | 60,423 | 0.00 | — | 101,474 | — | ↗ |
| 2024-03-05 | Brandon Gavin | Officer | A-Award | A | Common Stock | 83,082 | 0.00 | — | 137,035 | — | ↗ |
| 2024-01-16 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 118 | 5.38 | 633.83 | 97,808 | D | ↗ |
| 2023-12-01 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 351 | 5.58 | 2.0K | 29,090 | — | ↗ |
| 2023-11-15 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 1,471 | 5.25 | 7.7K | 129,159 | — | ↗ |
| 2023-11-15 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 261 | 5.25 | 1.4K | 38,396 | — | ↗ |
| 2023-11-15 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 190 | 5.25 | 997.50 | 41,051 | — | ↗ |
| 2023-11-15 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 410 | 5.25 | 2.2K | 53,953 | — | ↗ |
| 2023-10-16 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 115 | 4.95 | 569.37 | 41,241 | — | ↗ |
| 2023-09-27 | ALLEN KATHLEEN | Director | G-Gift | A | Common Stock | 9,821 | 0.00 | — | 18,821 | — | ↗ |
| 2023-07-17 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 83 | 6.74 | 561.03 | 41,126 | — | ↗ |
| 2023-05-16 | Whyte Gregory J. | Director | A-Award | A | Common Stock | 18,349 | 0.00 | — | 28,170 | — | ↗ |
| 2023-05-16 | Lieb Richard J | Director | A-Award | A | Common Stock | 18,349 | 0.00 | — | 29,373 | — | ↗ |
| 2023-05-16 | GILYARD REGINALD HAROLD | Director | A-Award | A | Common Stock | 22,936 | 0.00 | — | 36,225 | — | ↗ |
| 2023-05-16 | ALLEN KATHLEEN | Director | A-Award | A | Common Stock | 18,349 | 0.00 | — | 37,170 | — | ↗ |
| 2023-05-12 | Day Christopher Haviland | Officer | P-Purchase | A | Common Stock | 2,000 | 5.57 | 11.1K | 40,987 | — | ↗ |
| 2023-04-17 | Day Christopher Haviland | Officer | L-Small | A | Common Stock | 56 | 6.33 | 355.39 | 41,043 | — | ↗ |
| 2023-03-22 | Schmidt Revea Lynn | Officer | F-InKind | D | Common Stock | 278 | 5.78 | 1.6K | 22,936 | — | ↗ |
| 2023-03-22 | MCDOWELL PAUL H | Director / Officer | F-InKind | D | Common Stock | 4,844 | 5.78 | 28.0K | 130,630 | — | ↗ |
| 2023-03-22 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 1,357 | 5.78 | 7.8K | 38,657 | — | ↗ |
| 2023-03-22 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 1,140 | 5.78 | 6.6K | 29,441 | — | ↗ |
| 2023-03-22 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 989 | 5.78 | 5.7K | 38,987 | — | ↗ |
| 2023-03-22 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 1,360 | 5.78 | 7.9K | 54,363 | — | ↗ |
| 2023-03-07 | Schmidt Revea Lynn | Officer | A-Award | A | Common Stock | 19,868 | 0.00 | — | 23,214 | — | ↗ |
| 2023-03-07 | MCDOWELL PAUL H | Director / Officer | A-Award | A | Common Stock | 84,768 | 0.00 | — | 135,474 | — | ↗ |
| 2023-03-07 | Landriau Gary E | Officer | A-Award | A | Common Stock | 26,490 | 0.00 | — | 40,014 | — | ↗ |
| 2023-03-07 | Hughes Paul C | Officer | A-Award | A | Common Stock | 19,868 | 0.00 | — | 30,581 | — | ↗ |
| 2023-03-07 | Day Christopher Haviland | Officer | A-Award | A | Common Stock | 26,490 | 0.00 | — | 39,976 | — | ↗ |
| 2023-03-07 | Brandon Gavin | Officer | A-Award | A | Common Stock | 36,424 | 0.00 | — | 55,723 | — | ↗ |
| 2022-12-01 | Hughes Paul C | Officer | F-InKind | D | Common Stock | 333 | 9.34 | 3.1K | 10,713 | — | ↗ |
| 2022-11-15 | MCDOWELL PAUL H | Officer | F-InKind | D | Common Stock | 1,101 | 9.43 | 10.4K | 50,706 | — | ↗ |
| 2022-11-15 | Landriau Gary E | Officer | F-InKind | D | Common Stock | 245 | 9.43 | 2.3K | 13,524 | — | ↗ |
| 2022-11-15 | Day Christopher Haviland | Officer | F-InKind | D | Common Stock | 206 | 9.43 | 1.9K | 13,486 | — | ↗ |
| 2022-11-15 | Brandon Gavin | Officer | F-InKind | D | Common Stock | 292 | 9.43 | 2.8K | 19,299 | — | ↗ |
| 2022-05-25 | Whyte Gregory J. | Director | A-Award | A | Common Stock | 7,474 | 0.00 | — | 9,821 | — | ↗ |
| 2022-05-25 | Lieb Richard J | Director | A-Award | A | Common Stock | 7,474 | 0.00 | — | 11,024 | — | ↗ |
| 2022-05-25 | GILYARD REGINALD HAROLD | Director | A-Award | A | Common Stock | 9,342 | 0.00 | — | 13,289 | — | ↗ |
| 2022-05-25 | ALLEN KATHLEEN | Director | A-Award | A | Common Stock | 7,474 | 0.00 | — | 18,821 | — | ↗ |
| 2022-03-22 | Schmidt Revea Lynn | Officer | A-Award | A | Common Stock | 3,165 | 0.00 | — | 3,346 | — | ↗ |
| 2022-03-22 | MCDOWELL PAUL H | Officer | A-Award | A | Common Stock | 36,016 | 0.00 | — | 51,807 | — | ↗ |
| 2022-03-22 | Landriau Gary E | Officer | A-Award | A | Common Stock | 11,255 | 0.00 | — | 13,769 | — | ↗ |
| 2022-03-22 | Hughes Paul C | Officer | A-Award | A | Common Stock | 8,441 | 0.00 | — | 11,046 | — | ↗ |
| 2022-03-22 | Day Christopher Haviland | Officer | A-Award | A | Common Stock | 11,255 | 0.00 | — | 13,692 | — | ↗ |
| 2022-03-22 | Brandon Gavin | Officer | A-Award | A | Common Stock | 15,476 | 0.00 | — | 19,591 | — | ↗ |
| 2021-12-01 | Hughes Paul C | Officer | A-Award | A | Common Stock | 2,605 | 0.00 | — | 2,605 | — | ↗ |
| 2021-11-30 | Hughes Paul C | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-15 | Whyte Gregory J. | Director | A-Award | A | Common Stock | 2,347 | 0.00 | — | 2,347 | — | ↗ |
| 2021-11-15 | MCDOWELL PAUL H | Officer | A-Award | A | Common Stock | 8,638 | 0.00 | — | 15,791 | — | ↗ |
| 2021-11-15 | Lieb Richard J | Director | A-Award | A | Common Stock | 2,347 | 0.00 | — | 2,827 | — | ↗ |
| 2021-11-15 | Landriau Gary E | Officer | A-Award | A | Common Stock | 2,160 | 0.00 | — | 2,514 | — | ↗ |
| 2021-11-15 | GILYARD REGINALD HAROLD | Director | A-Award | A | Common Stock | 2,347 | 0.00 | — | 3,947 | — | ↗ |
| 2021-11-15 | Day Christopher Haviland | Officer | A-Award | A | Common Stock | 2,160 | 0.00 | — | 2,437 | — | ↗ |
| 2021-11-15 | Brandon Gavin | Officer | A-Award | A | Common Stock | 2,969 | 0.00 | — | 4,115 | — | ↗ |
| 2021-11-15 | ALLEN KATHLEEN | Director | A-Award | A | Common Stock | 2,347 | 0.00 | — | 11,347 | — | ↗ |
| 2021-11-12 | Whyte Gregory J. | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-12 | Schmidt Revea Lynn | Officer | — | D | Common Stock | 0 | 0.00 | — | 181 | — | ↗ |
| 2021-11-12 | MCDOWELL PAUL H | Officer | — | D | COMMON STOCK | 0 | 0.00 | — | 7,153 | — | ↗ |
| 2021-11-12 | Lieb Richard J | Director | — | D | Common Stock | 0 | 0.00 | — | 480 | — | ↗ |
| 2021-11-12 | Landriau Gary E | Officer | — | D | Common Stock | 0 | 0.00 | — | 354 | — | ↗ |
| 2021-11-12 | GILYARD REGINALD HAROLD | Director | — | D | Common Stock | 0 | 0.00 | — | 1,600 | — | ↗ |
| 2021-11-12 | Day Christopher Haviland | Officer | — | D | Common Stock | 0 | 0.00 | — | 277 | — | ↗ |
| 2021-11-12 | Brandon Gavin | Officer | — | D | COMMON STOCK | 0 | 0.00 | — | 1,146 | — | ↗ |
| 2021-11-12 | ALLEN KATHLEEN | Director | — | D | Common Stock | 0 | 0.00 | — | 9,000 | — | ↗ |
| 2021-11-10 | REALTY INCOME CORP | Director | J-Other | A | Common Stock | 56,525,650 | 0.00 | — | 56,625,650 | — | ↗ |
| 2021-10-22 | Roy Sumit | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-22 | REALTY INCOME CORP | Director | — | D | Common Stock | 0 | 0.00 | — | 100,000 | — | ↗ |
| 2021-10-22 | Kelly Christie B. | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-22 | Bushore Michelle | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Paul H. McDowell Chief Executive Officer, President | 584.0K | — | 659.9K | — | 746.9K | 89.5K | 2.08M | 31.72% | ↗ |
| 2 | 2025 | Gavin B. Brandon Executive Vice President (“EVP”), Chief Financial Officer and Treasurer | 477.0K | — | 266.9K | — | 610.1K | 39.9K | 1.39M | 19.15% | ↗ |
| 3 | 2025 | Paul C. Hughes General Counsel & Secretary | 439.1K | — | 169.9K | — | 480.5K | 25.2K | 1.11M | 15.24% | ↗ |
| 4 | 2024 | Paul H. McDowell Chief Executive Officer, President | 581.0K | — | 1.12M | — | 779.6K | 31.6K | 2.51M | 44.58% | ↗ |
| 5 | 2024 | Gavin B. Brandon Executive Vice President (“EVP”), Chief Financial Officer and Treasurer | 474.7K | — | 412.5K | — | 636.8K | 17.5K | 1.54M | 26.76% | ↗ |
| 6 | 2024 | Gary E. Landriau EVP, Chief Investment Officer | 343.3K | — | 600.0K | — | 423.7K | 22.0K | 1.39M | 43.20% | ↗ |
| 7 | 2023 | Paul H. McDowell Chief Executive Officer, President | 563.8K | — | 2.12M | — | 756.3K | 14.3K | 3.46M | 61.39% | ↗ |
| 8 | 2023 | Gavin B. Brandon Executive Vice President (“EVP”), Chief Financial Officer and Treasurer | 461.3K | — | 699.3K | — | 618.8K | 10.2K | 1.79M | 39.08% | ↗ |
| 9 | 2023 | Christopher H. Day EVP, Chief Operating Officer | 333.2K | — | 508.6K | — | 412.5K | 16.1K | 1.27M | 40.04% | ↗ |
| 10 | 2022 | Paul H. McDowell Chief Executive Officer, President | 550.0K | — | 2.12M | — | 731.5K | 8.4K | 3.41M | 62.12% | ↗ |
| 11 | 2022 | Gavin B. Brandon Executive Vice President (“EVP”), Chief Financial Officer and Treasurer | 450.0K | — | 697.6K | — | 598.5K | 7.7K | 1.75M | 39.78% | ↗ |
| 12 | 2022 | Gary E. Landriau EVP, Chief Investment Officer | 325.0K | — | 507.4K | — | 399.0K | 15.4K | 1.25M | 40.69% | ↗ |
| 13 | 2022 | Christopher H. Day EVP, Chief Operating Officer | 325.0K | — | 507.4K | — | 399.0K | 12.6K | 1.24M | 40.79% | ↗ |
| 14 | 2021 | Paul H. McDowell Chief Executive Officer, President | 95.2K | 73.8K | 184.0K | — | — | 86.00 | 353.1K | 52.11% | ↗ |
| 15 | 2021 | Gavin B. Brandon Executive Vice President (“EVP”), Chief Financial Officer and Treasurer | 77.9K | 60.4K | 63.2K | — | — | 80.00 | 201.6K | 31.37% | ↗ |
| 16 | 2021 | Gary E. Landriau EVP, Chief Investment Officer | 56.3K | 40.3K | 46.0K | — | — | 88.00 | 142.6K | 32.26% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Paul H. McDowell | Chief Executive Officer, President & Director | 1M | male |
| Gavin Brandon | Executive Vice President, Chief Financial Officer & Treasurer | 1M | male |
| Paul C. Hughes | General Counsel & Secretary | 944.8K | male |
| Christopher Haviland Day | Chief Operating Officer & Executive Vice President | 761.7K | male |
| Kristy Lubeck | Chief Administrative Officer | — | female |
| Kieran McGee | Senior Vice President of Investments | — | male |
| Revea Lynn Schmidt | Chief Accounting Officer | — | female |
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Community Opinion for ONL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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