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Regency Centers Corporation (REG)

USD80.67 +0.73 (+0.91%)
US NASDAQ S&P 500 Real Estate REIT - Retail
Address One Independent Drive 32202
Jacksonville, FL, US
CEO Lisa Palmer
IPO 1993-10-29
CIK 910606 ISIN US7588491032

Explore sections of this company profile

Also trades on London Stock Exchange · 0KUT.L (USD) NASDAQ Global Select · REG (USD) NASDAQ Global Select · REGCO (USD) NASDAQ Global Select · REGCP (USD)
Description

Regency Centers is recognized as a leading national entity specializing in the ownership, management, and development of retail complexes. These properties are strategically located in prosperous and densely populated market regions. The company's portfolio showcases a collection of thriving sites, expertly curated with high-performing supermarkets, popular eateries, essential service businesses, and premier retailers, all deeply integrated with their local neighborhoods, communities, and clientele. Operating as a comprehensive real estate firm, Regency Centers is a qualified Real Estate Investment Trust (REIT), characterized by its self-administered and self-managed structure, and is a respected constituent of the S&P 500 Index.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Munger 1998-10-09 View
201347 EQY 2016-12-21 View
Biddle Properties Inc. 2023-06-16 View

Index membership

IndexAddedRemovedStatus
S&P 500 2017-03-01 Active
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
USD80.67 +0.73 (+0.91%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.83
Float Shares
164.24M
Free Float %
89.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.49% -1.90% -0.64% -2.09% +8.70% +12.05% +7.51% +37.46% +16.58% +0.98% +301.82%
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

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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 (32 ratings, all time) Buy
Price Targets & DCF
Current price
80.67
Low 74.00 -8.3%
Consensus 82.89 +2.8%
Median 84.00 +4.1%
High 90.00 +11.6%
DCF (Unlevered) 100.37 +24.4%
DCF (Levered) 61.68 -23.5%

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) 57% Bullish
Rating 2026-05 Change
Strong Buy 3 -1
Buy 9 0
Hold 9 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 5
84.80
+5.1%
Last Quarter 5
84.80
+5.1%
Last Year 17
80.94
+0.3%
All Time 34
77.62
-3.8%
Quality scores
Altman Z-Score
1.59
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 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
  • Revenue growth
    +3.4% Q1'26: +4.6% (vs Q1'25)
  • EPS growth
    +33.7% Q1'26: +17.2% (vs Q1'25)
  • FCF margin
    Q1'26: +11.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +45.4% (vs Q1'25)
  • ROIC
    Q1'26: +5.9% (vs Q1'25)
  • Share dilution
    -0.4% Q1'26: +0.9% (vs Q1'25)
  • Debt / EBITDA
    6.05× Q1'26: 4.76× (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 (0.85) × ERP
WACC = 70% × Ke + 30% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 100.37 Current price: 80.67
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 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
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
3 Rev. Ana.
7 EPS Ana.
Dec 2027
4 Rev. Ana.
7 EPS Ana.
Dec 2028
1 Rev. Ana.
5 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
391.95M
est: 327.29M (+19.8%)
394.04M
est: 339.96M (+15.9%)
420.34M
est: 312.05M (+34.7%)
451.51M
est: 412.06M (+9.6%)
493.42M
est: 646.91M (-23.7%)
489.23M
est: 371.94M (+31.5%)
486.81M
est: 244.43M (+99.2%)
500.42M
est: 959.53M (-47.8%)
497.74M
est: 979.10M (-49.2%)
516.88M
est: 441.84M (+17.0%)
555.55M
est: 319.49M (+73.9%)
591.16M
est: 554.24M (+6.7%)
645.89M
est: 599.07M (+7.8%)
1.02B
est: 986.02M (+3.6%)
1.16B
est: 1.12B (+3.9%)
1.16B
est: 1.14B (+2.6%)
1.05B
est: 1.03B (+1.4%)
1.20B
est: 1.15B (+4.8%)
1.27B
est: 1.22B (+4.2%)
1.37B
est: 1.42B (-3.2%)
1.50B
est: 1.45B (+3.8%)
1.55B
est: 1.57B (-0.9%)
1.70B
1.64B – 1.79B
+8.4% YoY
1.75B
1.67B – 1.85B
+2.8% YoY
1.86B
1.82B – 1.90B
+6.4% YoY
2.03B
1.96B – 2.10B
+8.8% YoY
2.15B
2.08B – 2.22B
+6.0% YoY
EBITDA
298.75M
est: 188.88M (+58.2%)
282.44M
est: 212.73M (+32.8%)
332.83M
est: 263.97M (+26.1%)
340.47M
est: 274.88M (+23.9%)
322.15M
est: 281.40M (+14.5%)
384.46M
est: 140.05M (+174.5%)
327.36M
est: 151.59M (+115.9%)
318.04M
est: 382.40M (-16.8%)
318.54M
est: 355.67M (-10.4%)
324.69M
est: 368.67M (-11.9%)
349.20M
est: 198.14M (+76.2%)
373.00M
est: 296.85M (+25.7%)
407.68M
est: 371.53M (+9.7%)
668.07M
est: 611.51M (+9.2%)
746.60M
est: 746.26M (+0.0%)
732.62M
est: 707.04M (+3.6%)
606.32M
est: 735.85M (-17.6%)
771.32M
est: 719.87M (+7.1%)
818.05M
est: 774.58M (+5.6%)
839.58M
est: 892.86M (-6.0%)
939.75M
est: 913.37M (+2.9%)
980.61M
est: 989.14M (-0.9%)
1.07B
1.03B – 1.13B
+8.4% YoY
1.10B
1.05B – 1.17B
+2.8% YoY
1.17B
1.15B – 1.20B
+6.4% YoY
1.28B
1.23B – 1.32B
+8.8% YoY
1.35B
1.31B – 1.40B
+6.0% YoY
EBIT
83.71M
est: 160.38M (-47.8%)
178.36M
est: 161.46M (+10.5%)
177.61M
est: 161.88M (+9.7%)
194.74M
est: 180.96M (+7.6%)
211.41M
est: 233.24M (-9.4%)
100.46M
est: 138.23M (-27.3%)
123.89M
est: 90.84M (+36.4%)
156.41M
est: 221.55M (-29.4%)
191.74M
est: 332.12M (-42.3%)
192.72M
est: 160.78M (+19.9%)
204.51M
est: 143.32M (+42.7%)
227.77M
est: 158.86M (+43.4%)
249.23M
est: 434.79M (-42.7%)
357.01M
est: 111.94M (+218.9%)
420.24M
est: 384.46M (+9.3%)
402.20M
est: 356.71M (+12.8%)
300.96M
est: 415.88M (-27.6%)
490.93M
est: 405.62M (+21.0%)
519.35M
est: 422.34M (+23.0%)
516.42M
est: 549.71M (-6.1%)
567.74M
est: 562.34M (+1.0%)
575.57M
est: 608.98M (-5.5%)
660.36M
636.20M – 696.59M
+8.4% YoY
679.10M
647.14M – 719.04M
+2.8% YoY
722.71M
708.11M – 737.30M
+6.4% YoY
786.33M
759.96M – 814.38M
+8.8% YoY
833.86M
805.90M – 863.60M
+6.0% YoY
Net Income
136.33M
est: 116.25M (+17.3%)
162.65M
est: 139.49M (+16.6%)
218.51M
est: 187.38M (+16.6%)
203.65M
est: 187.72M (+8.5%)
148.84M
est: 125.92M (+18.2%)
-36.70M
est: -389.58M (+90.6%)
12.01M
est: -230.43M (+105.2%)
51.37M
est: 59.19M (-13.2%)
14.49M
est: -70.86M (+120.5%)
63.01M
est: 142.88M (-55.9%)
187.39M
est: 139.22M (+34.6%)
150.06M
est: 107.73M (+39.3%)
164.92M
est: 153.83M (+7.2%)
176.08M
est: -373.99M (+147.1%)
249.13M
est: 242.77M (+2.6%)
239.43M
est: 209.51M (+14.3%)
44.89M
est: 16.14M (+178.2%)
361.41M
est: 322.89M (+11.9%)
482.87M
est: 392.09M (+23.2%)
364.56M
est: 368.58M (-1.1%)
400.39M
est: 375.28M (+6.7%)
527.46M
est: 422.21M (+24.9%)
448.69M
446.84M – 450.54M
+6.3% YoY
461.62M
457.52M – 465.72M
+2.9% YoY
523.00M
477.62M – 537.09M
+13.3% YoY
510.26M
488.01M – 533.92M
-2.4% YoY
544.88M
521.13M – 570.15M
+6.8% YoY
SGA
30.28M
est: 190.28M (-84.1%)
37.82M
est: 189.32M (-80.0%)
45.50M
est: 209.65M (-78.3%)
50.58M
est: 239.27M (-78.9%)
47.07M
est: 215.12M (-78.1%)
54.14M
est: 25.17M (+115.1%)
56.32M
est: 16.54M (+240.6%)
56.12M
est: 307.25M (-81.7%)
61.70M
est: 252.30M (-75.5%)
61.23M
est: 193.26M (-68.3%)
60.24M
est: 166.11M (-63.7%)
65.60M
est: 173.84M (-62.3%)
65.33M
est: 470.96M (-86.1%)
67.62M
est: 66.71M (+1.4%)
65.49M
est: 437.38M (-85.0%)
74.98M
est: 437.09M (-82.8%)
75.00M
est: 615.52M (-87.8%)
78.22M
est: 68.83M (+13.6%)
79.90M
est: 63.89M (+25.1%)
97.81M
est: 97.12M (+0.7%)
101.47M
est: 99.35M (+2.1%)
118.54M
est: 107.60M (+10.2%)
116.67M
112.40M – 123.07M
+8.4% YoY
119.98M
114.34M – 127.04M
+2.8% YoY
127.69M
125.11M – 130.27M
+6.4% YoY
138.93M
134.27M – 143.89M
+8.8% YoY
147.33M
142.39M – 152.58M
+6.0% YoY
EPS
2.03
est: 1.59 (+27.7%)
2.25
est: 1.75 (+28.9%)
2.91
est: 1.68 (+73.2%)
2.65
est: 2.30 (+15.2%)
1.66
est: 2.11 (-21.1%)
-0.48
est: 2.57 (-118.7%)
-0.14
est: 0.70 (-120.0%)
0.35
est: 0.57 (-38.1%)
0.16
est: 1.05 (-84.7%)
0.69
est: 0.70 (-1.4%)
1.80
est: 0.55 (+230.3%)
1.37
est: 1.38 (-0.6%)
1.43
est: 1.29 (+11.2%)
1.00
est: 0.82 (+21.6%)
1.47
est: 1.50 (-2.0%)
1.43
est: 1.57 (-9.2%)
0.27
est: 0.93 (-71.0%)
2.12
est: 2.13 (-0.4%)
2.82
est: 2.48 (+13.8%)
2.04
est: 2.05 (-0.7%)
2.12
est: 2.10 (+0.8%)
2.79
est: 2.32 (+20.4%)
2.46
2.45 – 2.47
+6.3% YoY
2.54
2.51 – 2.56
+3.2% YoY
2.79
2.62 – 2.95
+9.6% YoY
2.80
2.68 – 2.93
+0.5% YoY
2.99
2.86 – 3.13
+6.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-26 Wells Fargo Overweight Overweight Maintain
2026-05-18 UBS Neutral Neutral Maintain
2026-05-12 Barclays Overweight Overweight Maintain
2026-05-05 Citigroup Neutral Neutral Maintain
2026-05-01 Evercore ISI Group In Line In Line Maintain
2026-04-21 Morgan Stanley Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 3/5 4/5 5/5 3/5 2/5 1/5
2026-05-27 B+ 3/5 3/5 4/5 5/5 3/5 2/5 1/5
2026-05-26 B+ 3/5 3/5 4/5 5/5 3/5 2/5 1/5
2026-05-22 B+ 3/5 3/5 4/5 5/5 3/5 2/5 1/5
2026-05-21 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-20 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-19 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-18 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-15 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-14 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-13 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-12 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-11 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-08 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-07 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-06 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-05 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-04 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-01 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-30 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-29 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-28 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-27 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-24 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 B 3/5 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-22 B 3/5 3/5 4/5 5/5 1/5 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 3/5 4/5 5/5 1/5 2/5 2/5
2026-04-16 B 3/5 3/5 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
628.95M
OE per share TTM
3.45
Owner's Yield
4.30%
Maintenance CapEx ratio
78.42%
Maint CapEx / Avg PPE
23.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
584
Total invested
12.77B
Insider transactions (90d)
21
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 26.13M 15.26% 430.6K IA 2022-02-10
2 (1) BlackRock, Inc. 17.67M 10.30% 15.15M 17.67M HC Delaware 2022-01-27
3 NORGES BANK (THE CENTRAL BANK OF NORWAY) 16.18M 9.54% 758.85M 16.18M OO NORWAY 2021-01-26
4 JPMORGAN CHASE & CO.13-2624428 10.84M 5.90% 8.71M 300.5K 10.54M 303.6K HC Delaware 2024-10-15
5 52-0556948 10.27M 5.70% 10.18M 10.27M IA Maryland 2024-11-14
6 STATE STREET CORPORATION 9.93M 5.86% 8.65M HC BOSTON, MASSACHUSETTS 2021-02-10
7 APG Asset Management N.V. 4.78M 5.10% 4.78M 4.78M CO Kingdom Nerlands 2015-02-18
8 APG Asset Management US Inc. 4.78M 5.10% 4.78M 4.78M CO Kingdom Nerlands 2015-02-18
9 APG Group 4.78M 5.10% 4.78M 4.78M CO Kingdom Nerlands 2015-02-18
10 JPMorgan Chase & Co. 3.91M 3.70% 6.6K HC Delaware 2016-11-08
11 Daiwa Asset Management Co. Ltd. 2.59M 2.50% 2.59M 17.9K 2.58M FI Japan 2017-02-07
12 13-3353336 16.0K 0.01% 16.0K 16.0K IA, CO Delaware 2021-02-16
13 Cohen & Steers, Inc. 14-1904657 16.0K 0.01% 16.0K 16.0K HC, CO Delaware 2021-02-16
14 95-1411037 13.00 4.90% 8.35M 8.35M IA Delaware 2022-10-11
15 Cohen & Steers UK Limited 0.00% IA, CO Delaware 2021-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
584
+32 vs prev Q
New positions
88
Closed positions
57
Increased
285
Reduced
212
Put/Call ratio
0.21
Calls held
15.5K
Puts held
3.3K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 27.86M +625.0 (+0.0%) 1.92B -107.8M (-5.3%) 14.72% +0.000 pp 0.03% -0.003 pp USD72.64 -5.0% 84 qtrs
2 BLACKROCK, INC. 21.32M +80.4K (+0.4%) 1.47B -76.6M (-5.0%) 11.26% +0.042 pp 0.02% -0.002 pp USD72.21 -4.4% 6 qtrs
3 NORGES BANK 17.15M +17.1M (+100.0%) 1.18B +1.2B (+100.0%) 9.06% +9.057 pp 0.13% +0.127 pp USD69.03 +0.0% 1 qtrs NEW
4 STATE STREET CORP 12.57M +168.9K (+1.4%) 877.26M -35.5M (-3.9%) 6.64% +0.089 pp 0.03% -0.002 pp USD64.32 +7.3% 51 qtrs
5 JPMORGAN CHASE & CO 10.19M -82.3K (-0.8%) 703.53M -45.4M (-6.1%) 5.38% -0.044 pp 0.04% -0.001 pp USD60.29 +14.5% 51 qtrs
6 PRINCIPAL FINANCIAL GROUP INC 9.07M +2.2K (+0.0%) 626.34M -35.0M (-5.3%) 4.79% +0.001 pp 0.32% -0.014 pp USD64.42 +7.2% 81 qtrs
7 PRICE T ROWE ASSOCIATES INC /MD/ 8.87M -666.2K (-7.0%) 612.53M -82.9M (-11.9%) 4.69% -0.352 pp 0.07% -0.008 pp USD60.56 +14.0% 75 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 4.92M +67.7K (+1.4%) 338.11M -14.0M (-4.0%) 2.60% +0.036 pp 0.02% -0.002 pp USD63.13 +9.3% 78 qtrs
9 INVESCO LTD. 4.26M +287.4K (+7.2%) 294.17M +4.5M (+1.5%) 2.25% +0.152 pp 0.05% -0.001 pp USD67.56 +2.2% 57 qtrs
10 BOSTON PARTNERS 3.48M -63.7K (-1.8%) 239.99M -18.1M (-7.0%) 1.84% -0.034 pp 0.25% -0.017 pp USD61.47 +12.3% 68 qtrs
11 NORTHERN TRUST CORP 2.66M -146.7K (-5.2%) 183.47M -21.0M (-10.3%) 1.40% -0.078 pp 0.02% -0.003 pp USD66.96 +3.1% 51 qtrs
12 DIMENSIONAL FUND ADVISORS LP 2.60M +39.4K (+1.5%) 179.53M -7.2M (-3.8%) 1.37% +0.021 pp 0.04% -0.002 pp USD59.55 +15.9% 51 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.58M +126.1K (+5.1%) 177.86M -775.5K (-0.4%) 1.36% +0.067 pp 0.03% -0.001 pp USD63.56 +8.6% 100 qtrs
14 FMR LLC 2.51M -12.7K (-0.5%) 173.30M -10.6M (-5.8%) 1.33% -0.007 pp 0.01% -0.001 pp USD65.54 +5.3% 36 qtrs
15 NUVEEN, LLC 2.43M -120.2K (-4.7%) 167.44M -18.2M (-9.8%) 1.28% -0.064 pp 0.04% -0.005 pp USD73.48 -6.1% 4 qtrs
16 MORGAN STANLEY 2.14M +174.0K (+8.8%) 148.05M +4.4M (+3.1%) 1.13% +0.092 pp 0.01% +0.000 pp USD62.24 +10.9% 51 qtrs
17 DEUTSCHE BANK AG\ 2.12M -157.7K (-6.9%) 146.60M -19.7M (-11.9%) 1.12% -0.083 pp 0.05% -0.008 pp USD69.41 -0.5% 50 qtrs
18 APG ASSET MANAGEMENT US INC. 2.02M +— (+0.0%) 139.72M -6.2M (-4.2%) 1.07% +0.000 pp 1.09% +0.018 pp USD53.46 +29.1% 64 qtrs
19 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.88M -33.9K (-1.8%) 129.73M -9.7M (-7.0%) 0.99% -0.018 pp 1.90% -0.084 pp USD70.30 -1.8% 53 qtrs
20 GOLDMAN SACHS GROUP INC 1.81M +775.6K (+75.3%) 124.68M +49.6M (+66.0%) 0.95% +0.410 pp 0.02% +0.006 pp USD67.07 +2.9% 73 qtrs
21 LEGAL & GENERAL GROUP PLC 1.71M +46.4K (+2.8%) 117.70M -3.2M (-2.7%) 0.90% +0.025 pp 0.03% -0.001 pp USD60.85 +13.4% 75 qtrs
22 AMUNDI 1.54M +415.7K (+36.9%) 106.49M +26.3M (+32.8%) 0.81% +0.220 pp 0.03% +0.003 pp USD70.13 -1.6% 19 qtrs
23 BANK OF NEW YORK MELLON CORP 1.33M +6.9K (+0.5%) 92.07M -4.7M (-4.8%) 0.70% +0.004 pp 0.02% -0.002 pp USD59.70 +15.6% 66 qtrs
24 HSBC HOLDINGS PLC 1.29M -167.3K (-11.5%) 89.12M -17.1M (-16.1%) 0.68% -0.088 pp 0.05% -0.013 pp USD67.57 +2.2% 54 qtrs
25 PRUDENTIAL FINANCIAL INC 1.28M +725.5K (+130.8%) 88.38M +47.9M (+118.5%) 0.68% +0.383 pp 0.11% +0.059 pp USD68.43 +0.9% 85 qtrs
26 UBS GROUP AG 1.16M -176.2K (-13.2%) 80.14M -17.3M (-17.8%) 0.61% -0.093 pp 0.01% -0.002 pp USD70.82 -2.5% 45 qtrs
27 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.08M -390.1K (-26.5%) 74.53M -32.6M (-30.4%) 0.57% -0.206 pp 0.02% -0.009 pp USD72.90 -5.3% 2 qtrs
28 WELLINGTON MANAGEMENT GROUP LLP 1.04M -197.5K (-15.9%) 71.97M -18.4M (-20.4%) 0.55% -0.104 pp 0.01% -0.003 pp USD73.03 -5.5% 13 qtrs
29 AMERICAN CENTURY COMPANIES INC 921.3K -36.3K (-3.8%) 63.60M -6.2M (-8.9%) 0.49% -0.019 pp 0.03% -0.004 pp USD69.80 -1.1% 19 qtrs
30 AQR CAPITAL MANAGEMENT LLC 842.0K +660.9K (+364.9%) 58.13M +44.9M (+340.2%) 0.44% +0.349 pp 0.03% +0.022 pp USD69.14 -0.2% 81 qtrs
31 BARCLAYS PLC 838.3K +486.5K (+138.3%) 57.87M +32.5M (+127.7%) 0.44% +0.257 pp 0.01% +0.007 pp USD67.12 +2.8% 51 qtrs
32 MILLENNIUM MANAGEMENT LLC 828.7K +385.4K (+86.9%) 57.20M +24.9M (+77.0%) 0.44% +0.204 pp 0.02% +0.010 pp USD71.10 -2.9% 24 qtrs
33 811.6K +811.6K (+100.0%) 56.48M +56.5M (+100.0%) 0.43% +0.429 pp 0.16% +0.160 pp USD69.03 +0.0% 1 qtrs NEW
34 GRS ADVISORS, LLC 694.2K +694.2K (+100.0%) 47.92M +47.9M (+100.0%) 0.37% +0.367 pp 4.30% +4.299 pp USD69.03 +0.0% 1 qtrs NEW
35 ABRDN PLC 630.7K -2.1K (-0.3%) 43.54M -2.4M (-5.3%) 0.33% -0.001 pp 0.07% -0.005 pp USD70.24 -1.7% 34 qtrs
36 FIRST TRUST ADVISORS LP 600.4K +430.1K (+252.5%) 41.45M +29.0M (+233.8%) 0.32% +0.227 pp 0.03% +0.021 pp USD69.10 -0.1% 51 qtrs
37 RUSSELL INVESTMENTS GROUP, LTD. 576.9K -91.2K (-13.6%) 39.83M -8.8M (-18.2%) 0.30% -0.048 pp 0.04% -0.012 pp USD70.10 -1.5% 37 qtrs
38 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 562.3K -7.6K (-1.3%) 38.81M -2.7M (-6.6%) 0.30% -0.004 pp 0.06% -0.005 pp USD72.79 -5.2% 44 qtrs
39 CI INVESTMENTS INC. 553.3K +489.9K (+773.5%) 38.19M +33.6M (+727.0%) 0.29% +0.259 pp 0.17% +0.151 pp USD68.42 +0.9% 18 qtrs
40 SUMITOMO MITSUI TRUST HOLDINGS, INC. 535.1K -8.0K (-1.5%) 36.94M -2.7M (-6.7%) 0.28% -0.004 pp 0.02% -0.001 pp USD56.18 +22.9% 59 qtrs
41 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 481.7K -125.5K (-20.7%) 33.25M -11.0M (-24.9%) 0.25% -0.066 pp 0.02% -0.008 pp USD67.90 +1.7% 58 qtrs
42 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 486.2K +33.9K (+7.5%) 33.05M +71.7K (+0.2%) 0.26% +0.018 pp 0.02% -0.001 pp USD63.21 +9.2% 58 qtrs
43 NATIONAL BANK OF CANADA /FI/ 477.7K -18.2K (-3.7%) 32.98M -3.2M (-8.8%) 0.25% -0.010 pp 0.03% -0.006 pp USD72.74 -5.1% 17 qtrs
44 SWISS NATIONAL BANK 472.6K -24.4K (-4.9%) 32.63M -3.6M (-10.0%) 0.25% -0.013 pp 0.02% -0.002 pp USD64.00 +7.9% 51 qtrs
45 RENAISSANCE TECHNOLOGIES LLC 451.8K +121.6K (+36.8%) 31.19M +7.1M (+29.6%) 0.24% +0.064 pp 0.05% +0.017 pp USD68.65 +0.6% 45 qtrs
46 BANK OF AMERICA CORP /DE/ 432.2K -116.1K (-21.2%) 29.84M -10.1M (-25.4%) 0.23% -0.061 pp 0.00% -0.001 pp USD66.87 +3.2% 52 qtrs
47 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 421.3K +33.8K (+8.7%) 29.22M +973.6K (+3.4%) 0.22% +0.018 pp 0.05% +0.001 pp USD73.11 -5.6% 5 qtrs
48 QUANTINNO CAPITAL MANAGEMENT LP 416.8K +128.8K (+44.7%) 28.77M +7.8M (+37.0%) 0.22% +0.068 pp 0.06% +0.001 pp USD71.25 -3.1% 17 qtrs
49 BNP PARIBAS ARBITRAGE, SNC 396.3K +52.6K (+15.3%) 27.35M +2.3M (+9.2%) 0.21% +0.028 pp 0.01% -0.001 pp USD66.75 +3.4% 51 qtrs
50 ASSET MANAGEMENT ONE CO., LTD. 364.4K -2.8K (-0.8%) 25.43M -1.3M (-5.0%) 0.19% -0.002 pp 0.07% -0.007 pp USD62.11 +11.1% 53 qtrs
51 ALYESKA INVESTMENT GROUP, L.P. 366.1K -286.3K (-43.9%) 25.27M -22.3M (-46.9%) 0.19% -0.151 pp 0.07% -0.073 pp USD72.90 -5.3% 4 qtrs
52 RHUMBLINE ADVISERS 357.9K -5.0K (-1.4%) 24.71M -1.7M (-6.6%) 0.19% -0.003 pp 0.02% -0.001 pp USD60.78 +13.6% 55 qtrs
53 CENTERSQUARE INVESTMENT MANAGEMENT LLC 352.0K +71.0 (+0.0%) 24.30M -1.4M (-5.3%) 0.19% +0.000 pp 0.24% -0.018 pp USD64.79 +6.5% 32 qtrs
54 STATE OF TENNESSEE, TREASURY DEPARTMENT 325.3K +19.6K (+6.4%) 23.70M +1.4M (+6.4%) 0.17% +0.010 pp 0.08% +0.002 pp USD63.82 +8.2% 50 qtrs
55 GREAT WEST LIFE ASSURANCE CO /CAN/ 341.6K -89.4K (-20.7%) 23.58M -7.5M (-24.2%) 0.18% -0.047 pp 0.04% -0.004 pp USD68.15 +1.3% 49 qtrs
56 CITIGROUP INC 334.7K +28.1K (+9.2%) 23.10M +755.8K (+3.4%) 0.18% +0.015 pp 0.01% +0.000 pp USD65.58 +5.3% 100 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 326.0K +27.9K (+9.3%) 22.50M +769.9K (+3.5%) 0.17% +0.015 pp 0.02% +0.000 pp USD62.32 +10.8% 52 qtrs
58 KBC GROUP NV 320.6K -11.2K (-3.4%) 22.13M -2.1M (-8.5%) 0.17% -0.006 pp 0.05% -0.008 pp USD70.78 -2.5% 68 qtrs
59 NOMURA ASSET MANAGEMENT CO LTD 311.6K +10.7K (+3.6%) 21.51M -422.4K (-1.9%) 0.16% +0.006 pp 0.05% -0.003 pp USD61.18 +12.8% 76 qtrs
60 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 289.9K -1.5K (-0.5%) 20.01M -1.2M (-5.8%) 0.15% -0.001 pp 0.06% -0.005 pp USD61.98 +11.4% 51 qtrs
61 PACIFIC HEIGHTS ASSET MANAGEMENT LLC 275.0K +50.0K (+22.2%) 18.98M +2.6M (+15.7%) 0.15% +0.026 pp 0.71% -0.015 pp USD67.43 +2.4% 36 qtrs
62 CIBC ASSET MANAGEMENT INC 265.5K +17.4K (+7.0%) 18.33M +242.5K (+1.3%) 0.14% +0.009 pp 0.04% -0.008 pp USD71.74 -3.8% 53 qtrs
63 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 264.1K +168.5K (+176.2%) 18.23M +11.3M (+161.6%) 0.14% +0.089 pp 0.02% +0.003 pp USD69.55 -0.7% 51 qtrs
64 FRANKLIN RESOURCES INC 261.9K -6.6K (-2.5%) 18.08M -1.5M (-7.6%) 0.14% -0.004 pp 0.00% 0.000 pp USD63.70 +8.4% 51 qtrs
65 GUGGENHEIM CAPITAL LLC 255.0K +10.6K (+4.3%) 17.60M -215.3K (-1.2%) 0.13% +0.006 pp 0.13% -0.003 pp USD67.13 +2.8% 64 qtrs
66 SWEDBANK AB 231.7K +— (+0.0%) 15.99M -896.5K (-5.3%) 0.12% +0.000 pp 0.02% -0.002 pp USD61.02 +13.1% 20 qtrs
67 RBO & CO LLC 223.2K +29.0K (+14.9%) 15.41M +1.3M (+8.8%) 0.12% +0.015 pp 2.45% +0.238 pp USD62.70 +10.1% 36 qtrs
68 ALLIANCEBERNSTEIN L.P. 215.1K +9.2K (+4.5%) 14.85M -159.5K (-1.1%) 0.11% +0.005 pp 0.00% +0.000 pp USD61.69 +11.9% 61 qtrs
69 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 205.7K +199.6K (+3,269.5%) 14.20M +13.8M (+3,090.7%) 0.11% +0.105 pp 0.22% +0.212 pp USD69.10 -0.1% 3 qtrs
70 MACQUARIE GROUP LTD 201.9K +3.7K (+1.9%) 13.94M -509.3K (-3.5%) 0.11% +0.002 pp 0.06% +0.044 pp USD64.98 +6.2% 69 qtrs
71 GOTHAM ASSET MANAGEMENT, LLC 198.4K +136.3K (+219.2%) 13.70M +9.2M (+202.3%) 0.10% +0.072 pp 0.05% +0.030 pp USD70.00 -1.4% 6 qtrs
72 CIBC WORLD MARKET INC. 198.4K +154.8K (+355.4%) 13.69M +10.5M (+331.2%) 0.10% +0.082 pp 0.02% +0.016 pp USD69.81 -1.1% 6 qtrs
73 VARMA MUTUAL PENSION INSURANCE CO 197.7K +42.5K (+27.4%) 13.65M +2.3M (+20.6%) 0.10% +0.022 pp 0.08% +0.010 pp USD64.29 +7.4% 7 qtrs
74 WELLS FARGO & COMPANY/MN 196.6K -7.1K (-3.5%) 13.57M -1.3M (-8.6%) 0.10% -0.004 pp 0.00% 0.000 pp USD66.28 +4.1% 57 qtrs
75 DANSKE BANK A/S 196.5K +53.2K (+37.1%) 13.56M +3.1M (+29.9%) 0.10% +0.028 pp 0.03% +0.006 pp USD66.51 +3.8% 8 qtrs
76 STATE OF WISCONSIN INVESTMENT BOARD 194.2K +15.0K (+8.4%) 13.40M +344.1K (+2.6%) 0.10% +0.008 pp 0.03% +0.000 pp USD66.94 +3.1% 51 qtrs
77 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 193.7K -16.4K (-7.8%) 13.37M -1.9M (-12.7%) 0.10% -0.009 pp 0.03% -0.006 pp USD66.66 +3.6% 57 qtrs
78 SG AMERICAS SECURITIES, LLC 187.3K +122.5K (+189.1%) 12.93M +8.2M (+173.8%) 0.10% +0.065 pp 0.02% +0.001 pp USD70.35 -1.9% 51 qtrs
79 VIRGINIA RETIREMENT SYSTEMS ET AL 187.3K -20.0K (-9.7%) 12.93M -2.2M (-14.4%) 0.10% -0.011 pp 0.08% -0.021 pp USD73.75 -6.4% 4 qtrs
80 JEFFERIES FINANCIAL GROUP INC. 182.0K -182.4K (-50.1%) 12.56M -14.0M (-52.7%) 0.10% -0.096 pp 0.06% -0.061 pp USD73.62 -6.2% 4 qtrs
81 ADAGE CAPITAL PARTNERS GP, L.L.C. 178.6K +29.8K (+20.0%) 12.33M +1.5M (+13.7%) 0.09% +0.016 pp 0.02% +0.002 pp USD68.28 +1.1% 36 qtrs
82 CULLEN/FROST BANKERS, INC. 176.2K +10.8K (+6.5%) 12.16M +102.8K (+0.9%) 0.09% +0.006 pp 0.13% -0.006 pp USD65.36 +5.6% 13 qtrs
83 DAIWA SECURITIES GROUP INC. 174.0K +88.3K (+103.0%) 12.01M +5.8M (+92.2%) 0.09% +0.047 pp 0.04% +0.017 pp USD68.96 +0.1% 57 qtrs
84 BANK OF MONTREAL /CAN/ 171.2K +44.4K (+35.0%) 11.82M +2.6M (+27.8%) 0.09% +0.023 pp 0.00% +0.001 pp USD64.68 +6.7% 51 qtrs
85 RAYMOND JAMES FINANCIAL INC 167.0K +5.7K (+3.5%) 11.53M -232.0K (-2.0%) 0.09% +0.003 pp 0.00% 0.000 pp USD73.74 -6.4% 5 qtrs
86 ALLIANZ ASSET MANAGEMENT GMBH 165.5K -9.4K (-5.4%) 11.42M -1.3M (-10.4%) 0.09% -0.005 pp 0.01% -0.003 pp USD60.39 +14.3% 33 qtrs
87 UNIPLAN INVESTMENT COUNSEL, INC. 165.1K -2.7K (-1.6%) 11.40M -835.0K (-6.8%) 0.09% -0.001 pp 1.14% -0.054 pp USD67.04 +3.0% 9 qtrs
88 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 163.9K -9.8K (-5.6%) 11.31M -1.3M (-10.6%) 0.09% -0.005 pp 0.02% -0.002 pp USD57.77 +19.5% 51 qtrs
89 NEUBERGER BERMAN GROUP LLC 159.4K -2.6K (-1.6%) 11.00M -809.8K (-6.9%) 0.08% -0.001 pp 0.01% 0.000 pp USD55.89 +23.5% 51 qtrs
90 BALDWIN BROTHERS LLC/MA 158.9K -338.0 (-0.2%) 10.97M -639.5K (-5.5%) 0.08% 0.000 pp 0.70% -0.055 pp USD57.25 +20.6% 36 qtrs
91 STATE OF NEW JERSEY COMMON PENSION FUND D 156.8K -11.8K (-7.0%) 10.83M -1.5M (-11.9%) 0.08% -0.006 pp 0.04% -0.006 pp USD64.66 +6.8% 40 qtrs
92 ANDRA AP-FONDEN 155.3K -13.1K (-7.8%) 10.72M -1.6M (-12.7%) 0.08% -0.007 pp 0.13% -0.024 pp USD72.82 -5.2% 8 qtrs
93 BOOTHBAY FUND MANAGEMENT, LLC 154.5K +150.3K (+3,546.2%) 10.67M +10.4M (+3,352.7%) 0.08% +0.079 pp 0.16% +0.155 pp USD69.14 -0.2% 2 qtrs
94 VOYA INVESTMENT MANAGEMENT LLC 149.8K +82.7K (+123.2%) 10.34M +5.5M (+111.4%) 0.08% +0.044 pp 0.01% +0.005 pp USD66.90 +3.2% 51 qtrs
95 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 149.4K -1.5K (-1.0%) 10.32M -690.0K (-6.3%) 0.08% -0.001 pp 0.02% -0.001 pp USD55.80 +23.7% 51 qtrs
96 AVIVA PLC 145.0K +7.5K (+5.4%) 10.01M -17.7K (-0.2%) 0.08% +0.004 pp 0.02% -0.001 pp USD70.16 -1.6% 51 qtrs
97 DAVIS SELECTED ADVISERS 136.7K -3.5K (-2.5%) 9.43M -781.1K (-7.6%) 0.07% -0.002 pp 0.04% -0.011 pp USD72.29 -4.5% 11 qtrs
98 MANUFACTURERS LIFE INSURANCE COMPANY, THE 136.6K +393.0 (+0.3%) 9.43M -499.8K (-5.0%) 0.07% +0.000 pp 0.01% 0.000 pp USD56.00 +23.3% 56 qtrs
99 APG ASSET MANAGEMENT N.V. 150.4K -15.5K (-9.3%) 8.84M -1.4M (-14.1%) 0.08% -0.008 pp 0.03% -0.004 pp USD72.68 -5.0% 51 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.41
Neutral
Ratio by volume
0.13
Bearish
Buys
31
Sells
22
Shares acquired
37.5K
Shares disposed
299.0K
Cash buys
Cash sales
4.00
Net activity
-261,458
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-11 Simmons James H. III Director M-Exempt A Common Stock 71 0.00 8,049 D
2026-05-11 LINNEMAN PETER Director M-Exempt A Common Stock 71 0.00 55,743 D
2026-05-11 Klein Karin Director M-Exempt A Common Stock 71 0.00 25,408 D
2026-05-11 FURPHY THOMAS W Director M-Exempt A Common Stock 71 0.00 14,316 D
2026-05-11 Evens Deirdre Director M-Exempt D Restricted Stock 1,736 0.00 0 D
2026-05-11 Campbell Kristin Ann Director M-Exempt A Common Stock 1,736 0.00 6,726 D
2026-05-11 BLANKENSHIP C RONALD Director M-Exempt A Common Stock 77 0.00 114,756 D
2026-05-11 BLAIR BRYCE Director M-Exempt A Common Stock 71 0.00 33,003 D
2026-05-11 Anderson Gary E Director M-Exempt A Common Stock 71 0.00 1,807 D
2026-05-06 Simmons James H. III Director M-Exempt A Restricted Stock Grant 2,150 0.00 2,150 D
2026-05-06 Parrell Mark J. Director A-Award A Common Stock 352 0.00 352 D
2026-05-06 LINNEMAN PETER Director A-Award A Common Stock 336 0.00 53,936 D
2026-05-06 Klein Karin Director M-Exempt A Restricted Stock Grant 2,150 0.00 2,150 D
2026-05-06 FURPHY THOMAS W Director M-Exempt A Restricted Stock Grant 2,150 0.00 2,150 D
2026-05-06 Evens Deirdre Director M-Exempt A Restricted Stock Grant 2,340 0.00 2,340 D
2026-05-06 Campbell Kristin Ann Director M-Exempt A Restricted Stock Grant 2,150 0.00 2,150 D
2026-05-06 BLANKENSHIP C RONALD Director A-Award A Common Stock 453 0.00 112,804 D
2026-05-06 BLAIR BRYCE Director M-Exempt A Restricted Stock Grant 2,150 0.00 2,150 D
2026-05-06 Anderson Gary E Director M-Exempt A Restricted Stock Grant 2,150 0.00 2,150 D
2026-05-05 WIBBENMEYER NICHOLAS ANDREW Officer S-Sale D Common Stock 7,927 79.06 626.7K 33,069 D
2026-05-04 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 157,892 78.39 12.38M 0 I
2026-03-11 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 38,000 77.21 2.93M 157,892 I
2026-03-10 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 129,490 78.33 10.14M 195,892 I
2026-03-04 HERMAN MICHAEL R Officer A-Award A Restricted Stock Grant 7,215 0.00 7,215 D
2026-03-04 Devereaux Terah L Officer A-Award A Restricted Stock Grant 3,173 0.00 3,173 D
2026-02-20 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 10,000 76.30 763.0K 272,133 D
2026-02-12 WIBBENMEYER NICHOLAS ANDREW Officer F-InKind D Common Stock 9,418 73.40 691.3K 40,996 D
2026-02-12 STEIN MARTIN E JR Director / Officer M-Exempt D Dividend Equivalent 1,743 0.00 0 D
2026-02-12 ROTH ALAN TODD Officer M-Exempt D Restricted Stock 15,427 0.00 30,203 D
2026-02-12 PALMER LISA Director / Officer M-Exempt D Restricted Stock 73,666 0.00 117,749 D
2026-02-12 MAS MICHAEL J Officer M-Exempt A Common Stock 26,196 0.00 65,216 D
2026-02-12 HERMAN MICHAEL R Officer F-InKind D Common Stock 2,807 73.40 206.0K 21,601 D
2026-02-12 Devereaux Terah L Officer M-Exempt A Common Stock 3,506 0.00 20,709 D
2026-02-10 ROTH ALAN TODD Officer S-Sale D Common Stock 8,000 77.05 616.4K 14,991 D
2026-02-10 PALMER LISA Director / Officer G-Gift D Common Stock 6,233 0.00 133,690 D
2026-02-10 MAS MICHAEL J Officer S-Sale D Common Stock 15,000 76.85 1.15M 39,020 D
2026-02-04 LINNEMAN PETER Director A-Award A Common Stock 357 0.00 53,600 D
2026-02-04 Klein Karin Director A-Award A Common Stock 428 0.00 23,198 D
2026-02-04 BLANKENSHIP C RONALD Director A-Award A Common Stock 481 0.00 112,351 D
2026-02-03 WIBBENMEYER NICHOLAS ANDREW Officer A-Award A Restricted Stock Grant 4,414 0.00 4,414 D
2026-02-03 STEIN MARTIN E JR Director / Officer A-Award A Restricted Stock Grant 2,069 0.00 2,069 D
2026-02-03 ROTH ALAN TODD Officer A-Award A Restricted Stock Grant 4,414 0.00 4,414 D
2026-02-03 PALMER LISA Director / Officer A-Award A Restricted Stock Grant 17,934 0.00 17,934 D
2026-02-03 MAS MICHAEL J Officer A-Award A Restricted Stock Grant 5,601 0.00 5,601 D
2026-01-02 Parrell Mark J. Director A-Award A Restricted Stock Grant 619 0.00 619 D
2026-01-01 Parrell Mark J. 0 0.00 0
2025-11-10 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 15,000 70.02 1.05M 272,958 D
2025-11-06 LINNEMAN PETER Director A-Award A Common Stock 351 0.00 53,243 D
2025-11-06 Klein Karin Director A-Award A Common Stock 421 0.00 22,770 D
2025-11-06 BLANKENSHIP C RONALD Director A-Award A Common Stock 473 0.00 111,870 D
2025-08-08 LINNEMAN PETER Director A-Award A Common Stock 350 0.00 52,892 D
2025-08-08 Klein Karin Director A-Award A Common Stock 420 0.00 22,349 D
2025-08-08 BLANKENSHIP C RONALD Director A-Award A Common Stock 479 0.00 111,397 D
2025-08-05 Anderson Gary E Director M-Exempt A Common Stock 53 0.00 1,421 D
2025-05-21 WIBBENMEYER NICHOLAS ANDREW Officer S-Sale D Common Stock 4,158 72.44 301.2K 33,069 D
2025-05-12 Simmons James H. III Director A-Award A Restricted Stock Grant 1,736 0.00 1,736 D
2025-05-12 LINNEMAN PETER Director A-Award A Restricted Stock Grant 1,736 0.00 1,736 D
2025-05-12 Klein Karin Director A-Award A Restricted Stock Grant 1,736 0.00 1,736 D
2025-05-12 FURPHY THOMAS W Director A-Award A Restricted Stock Grant 1,736 0.00 1,736 D
2025-05-12 Evens Deirdre Director A-Award A Restricted Stock Grant 1,736 0.00 1,736 D
2025-05-12 Campbell Kristin Ann Director A-Award A Restricted Stock Grant 1,736 0.00 1,736 D
2025-05-12 BLANKENSHIP C RONALD Director A-Award A Restricted Stock Grant 1,875 0.00 1,875 D
2025-05-12 BLAIR BRYCE Director M-Exempt A Restricted Stock Grant 1,736 0.00 1,736 D
2025-05-12 Anderson Gary E Director A-Award A Restricted Stock Grant 1,736 0.00 1,736 D
2025-05-05 Simmons James H. III Director M-Exempt D Dividend Equivalent Rights 85 0.00 0 D
2025-05-05 OCONNOR DAVID P Director M-Exempt A Common Stock 85 0.00 30,342 D
2025-05-05 LINNEMAN PETER Director A-Award A Common Stock 343 0.00 52,542 D
2025-05-05 Klein Karin Director M-Exempt A Dividend Equivalent Rights 85 0.00 0 D
2025-05-05 FURPHY THOMAS W Director M-Exempt D Dividend Equivalent Rights 85 0.00 0 D
2025-05-05 Evens Deirdre Director M-Exempt A Common Stock 2,115 0.00 20,647 D
2025-05-05 Campbell Kristin Ann Director M-Exempt A Common Stock 85 0.00 4,990 D
2025-05-05 BLANKENSHIP C RONALD Director M-Exempt D Dividend Equivalent Rights 91 0.00 0 D
2025-05-05 BLAIR BRYCE Director M-Exempt A Common Stock 85 0.00 31,196 D
2025-03-11 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 50,000 73.48 3.67M 110,263 I
2025-03-06 HERMAN MICHAEL R Officer A-Award A Restricted Stock Grant 7,077 0.00 17,474 D
2025-03-06 Devereaux Terah L Officer A-Award A Restricted Stock Grant 3,135 0.00 8,479 D
2025-02-19 PALMER LISA Director / Officer S-Sale D Common Stock 25,000 73.26 1.83M 139,923 D
2025-02-19 MAS MICHAEL J Officer S-Sale D Common Stock 20,000 73.60 1.47M 54,020 D
2025-02-18 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 25,000 72.32 1.81M 287,958 D
2025-02-18 PALMER LISA Director / Officer G-Gift D Common Stock 6,792 0.00 164,923 D
2025-02-12 WIBBENMEYER NICHOLAS ANDREW Officer F-InKind D Common Stock 2,805 70.89 198.8K 37,227 D
2025-02-12 STEIN MARTIN E JR Director / Officer F-InKind D Common Stock 7,223 70.89 512.0K 312,958 D
2025-02-12 ROTH ALAN TODD Officer M-Exempt A Common Stock 10,644 0.00 27,295 D
2025-02-12 PALMER LISA Director / Officer M-Exempt A Common Stock 65,301 0.00 195,302 D
2025-02-12 MAS MICHAEL J Officer M-Exempt D Restricted Stock 17,773 0.00 8,655 D
2025-02-12 HERMAN MICHAEL R Officer F-InKind D Common Stock 1,928 70.89 136.7K 16,949 D
2025-02-12 Devereaux Terah L Officer M-Exempt A Common Stock 3,405 0.00 18,639 D
2025-02-10 LINNEMAN PETER Director A-Award A Common Stock 342 0.00 50,341 D
2025-02-10 Klein Karin Director A-Award A Common Stock 410 0.00 19,717 D
2025-02-10 BLANKENSHIP C RONALD Director A-Award A Common Stock 478 0.00 108,541 D
2025-02-04 WIBBENMEYER NICHOLAS ANDREW Officer A-Award A Restricted Stock Grant 4,179 0.00 4,179 D
2025-02-04 STEIN MARTIN E JR Director / Officer A-Award A Restricted Stock 2,090 0.00 2,090 D
2025-02-04 ROTH ALAN TODD Officer A-Award A Restricted Stock Grant 4,179 0.00 4,179 D
2025-02-04 PALMER LISA Director / Officer A-Award A Restricted Stock 17,414 0.00 17,414 D
2025-02-04 MAS MICHAEL J Officer A-Award A Restricted Stock 5,461 0.00 5,461 D
2025-01-09 WIBBENMEYER NICHOLAS ANDREW Officer F-InKind D Common Stock 6,399 70.16 449.0K 29,472 D
2024-12-11 STEIN MARTIN E JR Director / Officer G-Gift D Common Stock 5,200 0.00 301,999 D
2024-11-12 LINNEMAN PETER Director A-Award A Common Stock 361 0.00 49,999 D
2024-11-12 Klein Karin Director A-Award A Common Stock 434 0.00 19,307 D
2024-11-12 BLANKENSHIP C RONALD Director A-Award A Common Stock 506 0.00 108,063 D
2024-08-16 HERMAN MICHAEL R Officer S-Sale D Common Stock 1,000 69.57 69.6K 13,010
2024-08-14 WIBBENMEYER NICHOLAS ANDREW Officer S-Sale D Common Stock 5,549 70.02 388.5K 23,073
2024-08-14 ROTH ALAN TODD Officer S-Sale D Common Stock 4,250 70.36 299.0K 16,651
2024-08-05 LINNEMAN PETER Director A-Award A Common Stock 417 0.00 49,638
2024-08-05 Klein Karin Director A-Award A Common Stock 501 0.00 18,873
2024-08-05 BLANKENSHIP C RONALD Director A-Award A Common Stock 584 0.00 107,557
2024-08-02 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 25,000 70.00 1.75M 307,199
2024-08-01 Anderson Gary E 0 0.00 0
2024-05-14 STEIN MARTIN E JR Director / Officer G-Gift D Common Stock 8,068 0.00 0 I
2024-05-07 Simmons James H. III Director A-Award A Restricted Stock Grant 2,115 0.00 2,115
2024-05-07 OCONNOR DAVID P Director A-Award A Restricted Stock Grant 2,115 0.00 2,115
2024-05-07 LINNEMAN PETER Director A-Award A Restricted Stock Grant 2,115 0.00 2,115
2024-05-07 Klein Karin Director A-Award A Restricted Stock Grant 2,115 0.00 2,115
2024-05-07 FURPHY THOMAS W Director A-Award A Restricted Stock Grant 2,115 0.00 2,115
2024-05-07 Evens Deirdre Director A-Award A Restricted Stock Grant 2,115 0.00 2,115
2024-05-07 Campbell Kristin Ann Director A-Award A Restricted Stock Grant 2,115 0.00 2,115
2024-05-07 BLANKENSHIP C RONALD Director A-Award A Common Stock 565 0.00 106,973
2024-05-07 BLAIR BRYCE Director M-Exempt A Restricted Stock Grant 2,115 0.00 2,115
2024-05-03 Simmons James H. III Director M-Exempt A Common Stock 67 0.00 4,042
2024-05-03 OCONNOR DAVID P Director M-Exempt A Common Stock 2,069 0.00 28,075
2024-05-03 LINNEMAN PETER Director M-Exempt A Common Stock 67 0.00 48,817
2024-05-03 Klein Karin Director M-Exempt A Common Stock 67 0.00 17,888
2024-05-03 FURPHY THOMAS W Director M-Exempt D Dividend Equivalent Rights 67 0.00 0
2024-05-03 Evens Deirdre Director M-Exempt D Restricted Stock 2,096 0.00 67
2024-05-03 Campbell Kristin Ann Director M-Exempt D Restricted Stock 2,096 0.00 67
2024-05-03 BLANKENSHIP C RONALD Director M-Exempt A Common Stock 72 0.00 106,408
2024-05-03 BLAIR BRYCE Director M-Exempt A Common Stock 67 0.00 28,932
2024-04-06 HERMAN MICHAEL R Officer M-Exempt A Common Stock 1,689 0.00 14,674
2024-03-27 THOMPSON JAMES D. Director / Officer S-Sale D Common Stock 3,000 50.50 151.5K 48,860
2024-02-26 STEIN MARTIN E JR Director / Officer G-Gift D Common Stock 250 0.00 332,199
2024-02-21 PALMER LISA Director / Officer S-Sale D Common Stock 25,306 61.22 1.55M 130,001
2024-02-15 WIBBENMEYER NICHOLAS ANDREW Officer M-Exempt D Restricted Stock 9,336 0.00 7,585 D
2024-02-15 STEIN MARTIN E JR Director / Officer M-Exempt D Dividend Equivalent 3,791 0.00 0
2024-02-15 ROTH ALAN TODD Officer M-Exempt D Dividend Equivalent 2,302 0.00 0
2024-02-15 PALMER LISA Director / Officer M-Exempt D Restricted Stock 82,681 0.00 27,471
2024-02-15 MAS MICHAEL J Officer M-Exempt A Common Stock 34,143 0.00 74,735
2024-02-15 HERMAN MICHAEL R Officer F-InKind D Common Stock 1,161 63.42 73.6K 12,985
2024-02-15 Devereaux Terah L Officer M-Exempt D Dividend Equivalent 248 0.00 0
2024-02-12 LINNEMAN PETER Director A-Award A Common Stock 404 0.00 46,654
2024-02-12 Klein Karin Director A-Award A Common Stock 485 0.00 15,725
2024-02-12 Evens Deirdre Director A-Award A Common Stock 465 0.00 16,369
2024-02-12 BLANKENSHIP C RONALD Director A-Award A Common Stock 566 0.00 94,774
2024-02-09 WIBBENMEYER NICHOLAS ANDREW Officer A-Award A Restricted Stock Grant 4,501 0.00 4,501
2024-02-09 STEIN MARTIN E JR Director / Officer A-Award A Restricted Stock 2,411 0.00 2,411
2024-02-09 ROTH ALAN TODD Officer A-Award A Restricted Stock Grant 4,501 0.00 4,501
2024-02-09 PALMER LISA Director / Officer A-Award A Restricted Stock 19,290 0.00 19,290
2024-02-09 MAS MICHAEL J Officer A-Award A Restricted Stock 6,108 0.00 6,108
2024-01-15 Campbell Kristin Ann Director M-Exempt A Common Stock 19 0.00 627
2024-01-08 WIBBENMEYER NICHOLAS ANDREW Officer F-InKind D Common Stock 3,029 64.94 196.7K 15,720
2023-12-14 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 25,000 68.00 1.70M 311,899
2023-12-05 ROTH ALAN TODD Officer S-Sale D Common Stock 3,869 64.58 249.9K 13,250
2023-11-20 STEIN MARTIN E JR Director / Officer G-Gift D Common Stock 6,500 0.00 336,899
2023-11-01 LINNEMAN PETER Director A-Award A Common Stock 396 0.00 46,250
2023-11-01 Klein Karin Director A-Award A Common Stock 475 0.00 15,240
2023-11-01 Evens Deirdre Director A-Award A Common Stock 455 0.00 15,904
2023-11-01 BLANKENSHIP C RONALD Director A-Award A Common Stock 554 0.00 94,208
2023-08-18 MAS MICHAEL J Officer F-InKind A Common Stock 341 64.87 22.1K 40,431
2023-08-07 WIBBENMEYER NICHOLAS ANDREW Officer S-Sale D Common Stock 900 66.39 59.8K 18,749
2023-08-07 STEIN MARTIN E JR Director / Officer S-Sale D Common Stock 125,000 66.51 8.31M 343,399
2023-08-01 LINNEMAN PETER Director A-Award A Common Stock 420 0.00 45,854
2023-08-01 Klein Karin Director A-Award A Common Stock 475 0.00 14,765
2023-08-01 Evens Deirdre Director A-Award A Common Stock 483 0.00 15,449
2023-08-01 BLANKENSHIP C RONALD Director A-Award A Common Stock 588 0.00 93,654
2023-05-04 LINNEMAN PETER Director A-Award A Common Stock 397 0.00 45,434
2023-05-04 Klein Karin Director A-Award A Common Stock 397 0.00 149,290
2023-05-04 Evens Deirdre Director A-Award A Common Stock 457 0.00 14,966
2023-05-04 BLANKENSHIP C RONALD Director A-Award A Common Stock 556 0.00 93,066
2023-05-03 WATTLES THOMAS G Director M-Exempt A Common Stock 79 0.00 61,197
2023-05-03 Simmons James H. III Director A-Award A Restricted Stock Grant 2,096 0.00 5,992
2023-05-03 OCONNOR DAVID P Director M-Exempt A Common Stock 79 0.00 25,979
2023-05-03 LINNEMAN PETER Director M-Exempt D Dividend Equivalent Rights 79 0.00 2,096
2023-05-03 Klein Karin Director M-Exempt D Dividend Equivalent Rights 79 0.00 2,096
2023-05-03 FURPHY THOMAS W Director M-Exempt D Restricted Stock 1,817 0.00 2,175
2023-05-03 Evens Deirdre Director M-Exempt A Common Stock 1,817 0.00 14,430
2023-05-03 Campbell Kristin Ann Director A-Award A Restricted Stock Grant 2,096 0.00 2,704
2023-05-03 BLANKENSHIP C RONALD Director M-Exempt D Dividend Equivalent Rights 85 0.00 2,263
2023-05-03 BLAIR BRYCE Director M-Exempt A Common Stock 79 0.00 26,769
2023-03-15 Devereaux Terah L Officer D Common Stock 0 0.00 13,092
2023-03-03 LEAVITT J CHRISTIAN Officer A-Award A Restricted Stock Grant 4,265 0.00 4,265
2023-03-03 HERMAN MICHAEL R Officer A-Award A Restricted Stock Grant 4,887 0.00 4,887
2023-02-21 STEIN MARTIN E JR Director / Officer G-Gift D Common Stock 250 0.00 468,399
2023-02-14 PALMER LISA Director / Officer S-Sale D Common Stock 15,180 65.58 995.5K 106,000
2023-02-09 WIBBENMEYER NICHOLAS ANDREW Officer A-Award A Restricted Stock 4,443 0.00 4,443
2023-02-09 ROTH ALAN TODD Officer A-Award A Restricted Stock 4,443 0.00 4,443
2023-02-09 MAS MICHAEL J Officer A-Award A Restricted Stock 5,035 0.00 5,035
2023-02-08 LINNEMAN PETER Director A-Award A Common Stock 407 0.00 43,141
2023-02-08 Klein Karin Director A-Award A Common Stock 407 0.00 11,997
2023-02-08 Evens Deirdre Director A-Award A Common Stock 468 0.00 12,613
2023-02-08 BLANKENSHIP C RONALD Director A-Award A Common Stock 570 0.00 90,463
2023-02-07 WIBBENMEYER NICHOLAS ANDREW Officer M-Exempt D Restricted Stock 330 0.00 0
2023-02-07 STEIN MARTIN E JR Director / Officer A-Award A Restricted Stock 2,962 0.00 2,962
2023-02-07 ROTH ALAN TODD Officer M-Exempt D Restricted Stock 1,573 0.00 3,397
2023-02-07 PALMER LISA Director / Officer M-Exempt A Common Stock 77,744 0.00 151,833
2023-02-07 MAS MICHAEL J Officer M-Exempt D Restricted Stock 1,180 0.00 2,548
2023-02-07 LEAVITT J CHRISTIAN Officer M-Exempt A Common Stock 4,027 0.00 14,006
2023-02-07 HERMAN MICHAEL R Officer M-Exempt D Restricted Stock 2,250 0.00 5,843
2023-01-15 Campbell Kristin Ann Director 0 0.00 0
2022-11-17 STEIN MARTIN E JR Officer G-Gift D Common Stock 6,500 0.00 449,415
2022-11-10 ROTH ALAN TODD Director / Officer S-Sale D Common Stock 3,000 66.11 198.3K 10,786
2022-11-03 LINNEMAN PETER Director A-Award A Common Stock 409 0.00 42,734

Executive team

Top executives
EBIT / Employee
1.16M
Shares Outstanding
183.10M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Lisa Palmer President and Chief Executive Officer 1.03M 5.70M 2.81M 21.3K 9.56M 59.66%
2 2024 Michael J. Mas Executive Vice President, Chief Financial Officer 620.0K 1.81M 1.47M 15.6K 3.91M 46.17%
3 2024 Alan T. Roth East Region President and Chief Operating Officer 600.0K 1.33M 900.0K 14.3K 2.84M 46.77%
4 2024 Nicholas A. Wibbenmeyer West Region President and Chief Investment Officer 600.0K 1.33M 900.0K 13.6K 2.84M 46.79%
5 2024 Martin E. Stein, Jr. Executive Chairman of the Board 500.0K 712.9K 40.6K 1.25M 56.87%
6 2023 Lisa Palmer President and Chief Executive Officer 1.00M 5.54M 2.71M 20.2K 9.27M 59.73%
7 2023 Michael J. Mas Executive Vice President, Chief Financial Officer 600.0K 1.76M 1.12M 17.1K 3.49M 50.37%
8 2023 Alan T. Roth East Region President and Chief Operating Officer 500.0K 1.13M 775.0K 17.1K 2.43M 46.76%
9 2023 Nicholas A. Wibbenmeyer West Region President and Chief Investment Officer 500.0K 1.13M 775.0K 13.7K 2.42M 46.83%
10 2023 Martin E. Stein, Jr. Executive Chairman of the Board 500.0K 1.03M 40.7K 1.58M 65.68%
11 2022 Lisa Palmer President and Chief Executive Officer 1.00M 5.18M 2.45M 15.6K 8.65M 59.93%
12 2022 Michael J. Mas Executive Vice President, Chief Financial Officer 570.0K 1.50M 798.0K 15.0K 2.89M 52.09%
13 2022 James D. Thompson Executive Vice President, Chief Operating Officer 546.0K 1.30M 764.4K 97.4K 2.70M 47.93%
14 2022 Martin E. Stein, Jr. Executive Chairman of the Board 500.0K 1.45M 40.6K 1.99M 72.87%
15 2022 Alan T. Roth Executive Vice President, National Property Operations and East Region President 465.0K 599.0K 506.7K 13.5K 1.58M 37.81%
16 2022 Alan T. Roth East Region President and Chief Operating Officer 465.0K 599.0K 506.7K 13.5K 1.58M 37.81%
17 2021 Lisa Palmer President and Chief Executive Officer 900.0K 3.95M 2.16M 16.1K 7.03M 56.22%
18 2021 Michael J. Mas Executive Vice President, Chief Financial Officer 550.0K 1.51M 880.0K 12.5K 2.95M 51.08%
19 2021 James D. Thompson Executive Vice President, Chief Operating Officer 530.0K 1.33M 848.0K 27.2K 2.74M 48.72%
20 2021 Martin E. Stein, Jr. Executive Chairman of the Board 700.0K 1.53M 27.2K 2.26M 67.80%
21 2021 Dan M. Chandler, III Executive Vice President, Chief Investment Officer 132.5K 1.31M 110.3K 1.55M 84.35%
22 2020 Lisa Palmer President and Chief Executive Officer 825.0K 3.59M 518.0K 13.3K 4.94M 72.57%
23 2020 Martin E. Stein, Jr. Executive Chairman of the Board 700.0K 1.49M 250.0K 27.7K 2.47M 60.43%
24 2020 James D. Thompson Executive Vice President, Chief Operating Officer 515.0K 1.34M 232.0K 27.7K 2.12M 63.43%
25 2020 Dan M. Chandler, III Executive Vice President, Chief Investment Officer 515.0K 1.34M 206.0K 13.3K 2.08M 64.66%
26 2020 Michael J. Mas Executive Vice President, Chief Financial Officer 500.0K 1.15M 225.0K 12.2K 1.89M 60.90%
27 2019 Martin E. Stein, Jr. Executive Chairman of the Board (Former CEO) 900.0K 3.50M 1.19M 28.5K 5.62M 62.31%
28 2019 Martin E. Stein, Jr. Executive Chairman of the Board 900.0K 3.50M 1.19M 28.5K 5.62M 62.31%
29 2019 Lisa Palmer President and Chief Executive Officer (Former CFO) 610.0K 1.80M 575.8K 14.1K 3.00M 60.01%
30 2019 Lisa Palmer President and Chief Executive Officer 610.0K 1.80M 575.8K 14.1K 3.00M 60.01%
31 2019 James D. Thompson Executive Vice President, Chief Operating Officer 500.0K 1.10M 472.0K 20.1K 2.09M 52.59%
32 2019 Dan M. Chandler, III Executive Vice President, Chief Investment Officer 500.0K 1.10M 472.0K 14.6K 2.09M 52.73%
33 2019 Michael J. Mas Executive Vice President, Chief Financial Officer 412.0K 540.5K 252.8K 12.3K 1.22M 44.39%
34 2018 Martin E. Stein, Jr. Executive Chairman of the Board (Former CEO) 875.0K 3.15M 1.36M 32.4K 5.42M 58.12%
35 2018 Martin E. Stein, Jr. Executive Chairman of the Board 875.0K 3.15M 1.36M 32.4K 5.42M 58.12%
36 2018 Martin E. Stein, Jr. Chairman and Chief Executive Officer 875.0K 3.15M 1.36M 32.4K 5.42M 58.12%
37 2018 Lisa Palmer President and Chief Executive Officer (Former CFO) 590.0K 1.62M 656.1K 18.3K 2.88M 56.16%
38 2018 Lisa Palmer President and Chief Financial Officer 590.0K 1.62M 656.1K 18.3K 2.88M 56.16%
39 2018 Lisa Palmer President and Chief Executive Officer 590.0K 1.62M 656.1K 18.3K 2.88M 56.16%
40 2018 James D. Thompson Executive Vice President of Operations 485.0K 970.1K 539.3K 21.1K 2.02M 48.13%
41 2018 James D. Thompson Executive Vice President, Chief Operating Officer 485.0K 970.1K 539.3K 21.1K 2.02M 48.13%
42 2018 Dan M. Chandler, III Executive Vice President of Investments 485.0K 970.1K 539.3K 15.2K 2.01M 48.27%
43 2018 Dan M. Chandler, III Executive Vice President, Chief Investment Officer 485.0K 970.1K 539.3K 15.2K 2.01M 48.27%
44 2017 Martin E. Stein, Jr. Chairman and Chief Executive Officer 850.0K 2.98M 1.74M 29.2K 5.59M 53.21%
45 2017 Martin E. Stein, Jr. Executive Chairman of the Board (Former CEO) 850.0K 2.98M 1.74M 29.2K 5.59M 53.21%
46 2017 Lisa Palmer President and Chief Executive Officer (Former CFO) 570.0K 1.50M 832.2K 13.2K 2.92M 51.45%
47 2017 Lisa Palmer President and Chief Financial Officer 570.0K 1.50M 832.2K 13.2K 2.92M 51.45%
48 2017 James D. Thompson Executive Vice President, Chief Operating Officer 468.0K 910.1K 683.3K 20.3K 2.08M 43.72%
49 2017 James D. Thompson Executive Vice President of Operations 468.0K 910.1K 683.3K 20.3K 2.08M 43.72%
50 2017 Dan M. Chandler, III Executive Vice President of Investments 468.0K 910.1K 683.3K 14.4K 2.08M 43.85%
51 2017 Dan M. Chandler, III Executive Vice President, Chief Investment Officer 468.0K 910.1K 683.3K 14.4K 2.08M 43.85%
52 2016 Martin E. Stein, Jr. Chairman and Chief Executive Officer 820.0K 2.87M 1.43M 19.6K 5.14M 55.82%
53 2016 Lisa Palmer President and Chief Financial Officer 550.0K 1.48M 709.5K 12.5K 2.75M 53.81%
54 2016 James D. Thompson Executive Vice President of Operations 450.0K 878.0K 580.5K 19.6K 1.93M 45.54%
55 2016 Dan M. Chandler, III Executive Vice President of Development 450.0K 878.0K 580.5K 12.5K 1.92M 45.70%
56 2016 Dan M. Chandler, III Executive Vice President of Investments 450.0K 878.0K 580.5K 12.5K 1.92M 45.70%
57 2015 Martin E. Stein, Jr. Chairman and Chief Executive Officer 790.0K 2.94M 1.54M 19.2K 5.30M 55.56%
58 2015 Martin E. Stein, Jr Chairman and Chief Executive Officer 790.0K 2.94M 1.54M 19.2K 5.30M 55.56%
59 2015 Brian M. Smith Former President and Chief Operating Officer 570.0K 1.52M 826.5K 2.09M 5.01M 30.29%
60 2015 James D. Thompson Executive Vice President of Operations 395.0K 520.8K 980.1K 19.2K 1.92M 27.20%
61 2015 Lisa Palmer Executive Vice President and Chief Financial Officer 455.0K 766.9K 659.8K 16.7K 1.90M 40.28%
62 2015 Lisa Palmer President and Chief Financial Officer 455.0K 776.9K 659.8K 12.1K 1.90M 40.81%
63 2015 Dan M. Chandler, III Executive Vice President of Development 395.0K 552.8K 871.8K 12.1K 1.83M 30.18%
64 2015 James D. Thompson Managing Director 395.0K 552.8K 871.8K 15.4K 1.83M 30.18%
65 2015 Dan M. Chandler, III Executive Vice President of Investments 395.0K 552.8K 871.8K 12.1K 1.83M 30.18%
66 2014 Martin E. Stein, Jr. Chairman and Chief Executive Officer 770.0K 2.43M 1.64M 18.9K 4.86M 49.95%
67 2014 Martin E. Stein, Jr Chairman and Chief Executive Officer 770.0K 2.43M 1.64M 18.9K 4.86M 49.95%
68 2014 Brian M. Smith President and Chief Operating Officer 555.0K 1.31M 876.9K 18.9K 2.76M 47.51%
69 2014 Brian M. Smith Former President and Chief Operating Officer 555.0K 1.31M 876.9K 2.76M 47.51%
70 2014 Lisa Palmer President and Chief Financial Officer 440.0K 693.5K 632.0K 11.8K 1.78M 39.02%
71 2014 Lisa Palmer Executive Vice President and Chief Financial Officer 440.0K 693.5K 632.0K 12.1K 1.78M 39.02%
72 2014 John S. Delatour Managing Director 385.0K 486.1K 876.0K 15.7K 1.76M 27.58%
73 2014 James D. Thompson Managing Director 385.0K 526.1K 828.4K 19.2K 1.76M 29.97%
74 2014 James D. Thompson Executive Vice President of Operations 385.0K 526.1K 828.4K 15.7K 1.76M 29.97%
75 2014 Dan M. Chandler, III Executive Vice President of Development 385.0K 490.1K 768.8K 11.8K 1.66M 29.60%
76 2013 Martin E. Stein, Jr. Chairman and Chief Executive Officer 745.0K 2.58M 1.23M 20.8K 4.57M 56.33%
77 2013 Martin E. Stein, Jr Chairman and Chief Executive Officer 745.0K 2.58M 1.23M 20.8K 4.57M 56.33%
78 2013 Brian M. Smith President and Chief Operating Officer 540.0K 1.36M 675.0K 16.7K 2.59M 52.51%
79 2013 Brian M. Smith Former President and Chief Operating Officer 540.0K 1.36M 675.0K 18.9K 2.59M 52.51%
80 2013 Lisa Palmer Executive Vice President and Chief Financial Officer 425.0K 967.1K 468.8K 11.8K 1.87M 51.65%
81 2013 James D. Thompson Managing Director 375.0K 435.0K 799.5K 11.8K 1.62M 26.83%
82 2013 Dan M. Chandler, III Managing Director 375.0K 435.0K 799.5K 11.6K 1.62M 26.83%
83 2013 John S. Delatour Managing Director 375.0K 403.0K 539.8K 12.7K 1.33M 30.29%
84 2012 Martin E. Stein, Jr. Chairman and Chief Executive Officer 720.0K 2.31M 1.16M 20.0K 4.21M 54.78%
85 2012 Martin E. Stein, Jr Chairman and Chief Executive Officer 720.0K 2.31M 1.16M 20.0K 4.21M 54.78%
86 2012 Brian M. Smith President and Chief Operating Officer 525.0K 1.36M 803.3K 15.1K 2.70M 50.30%
87 2012 Bruce M. Johnson Former Executive Vice President and Chief Financial Officer 418.0K 1.04M 639.5K 27.3K 2.13M 48.96%
88 2012 James D. Thompson Managing Director 367.0K 596.5K 920.4K 15.1K 1.90M 31.41%
89 2012 Dan M. Chandler, III Managing Director 350.0K 508.5K 955.6K 11.3K 1.83M 27.86%
90 2012 John S. Delatour Managing Director 367.0K 596.5K 753.7K 12.4K 1.73M 34.49%
91 2011 Martin E. Stein, Jr. Chairman and Chief Executive Officer 706.0K 2.18M 744.0K 15.4K 3.64M 59.79%
92 2011 Martin E. Stein, Jr Chairman and Chief Executive Officer 706.0K 2.18M 744.0K 15.4K 3.64M 59.79%
93 2011 Brian M. Smith President and Chief Operating Officer 515.0K 1.39M 515.0K 13.9K 2.44M 57.15%
94 2011 Bruce M. Johnson Former Executive Vice President and Chief Financial Officer 410.0K 1.07M 410.0K 18.5K 1.90M 55.96%
95 2011 Bruce M. Johnson Executive Vice President and Chief Financial Officer 410.0K 1.07M 410.0K 18.5K 1.90M 55.96%
96 2011 James D. Thompson Managing Director 360.0K 518.1K 539.9K 13.9K 1.43M 36.19%
97 2011 John S. Delatour Managing Director 360.0K 467.1K 463.8K 11.1K 1.30M 35.88%
98 2010 Martin E. Stein, Jr Chairman and Chief Executive Officer 686.0K 1.82M 1.06M 13.9K 3.58M 50.93%
99 2010 Martin E. Stein, Jr. Chairman and Chief Executive Officer 686.0K 1.82M 1.06M 13.9K 3.58M 50.93%
100 2010 Brian M. Smith President and Chief Operating Officer 500.0K 1.07M 733.0K 16.4K 2.32M 46.18%
101 2010 Bruce M. Johnson Executive Vice President and Chief Financial Officer 400.0K 857.6K 542.5K 20.8K 1.82M 47.10%
102 2010 Bruce M. Johnson Former Executive Vice President and Chief Financial Officer 400.0K 857.6K 542.5K 20.8K 1.82M 47.10%
103 2010 James D. Thompson Managing Director 340.0K 535.9K 711.0K 13.9K 1.60M 33.47%
104 2010 John S. Delatour Managing Director 350.0K 550.3K 605.0K 11.2K 1.52M 36.29%
105 2009 Martin E. Stein, Jr. Chairman and Chief Executive Officer 660.0K 1.41M 300.0K 14.2K 2.39M 59.19%
106 2009 Brian M. Smith President and Chief Operating Officer 400.0K 1.60M 225.0K 13.7K 2.24M 71.44%
107 2009 Mary Lou Fiala Former Vice Chairman and Chief Operating Officer 450.0K 753.6K 175.0K 63.6K 1.44M 52.25%
108 2009 Bruce M. Johnson Executive Vice President and Chief Financial Officer 376.0K 753.6K 175.0K 46.8K 1.35M 55.77%
109 2008 Martin E. Stein, Jr. Chairman and Chief Executive Officer 660.0K 2.60M 14.1K 3.28M 79.44%
110 2008 Brian M. Smith President and Chief Operating Officer 366.0K 2.00M 390.2K 2.76M 72.56%
111 2008 Mary Lou Fiala Former Vice Chairman and Chief Operating Officer 450.0K 1.40M 14.1K 1.87M 75.16%
112 2008 Bruce M. Johnson Executive Vice President and Chief Financial Officer 376.0K 1.12M 52.4K 1.54M 72.26%
113 2008 Mary Lou Fiala President and Chief Operating Officer 450.0K 699.8K 166.1K 14.1K 1.33M 65.11%
114 2008 Brian M. Smith Managing Director and Chief Investment Officer 366.0K 514.4K 33.5K 390.2K 1.30M 42.01%
115 2008 Bruce M. Johnson Managing Director and Chief Financial Officer 376.0K 569.0K 118.6K 52.4K 1.12M 61.62%
116 2007 Martin E. Stein, Jr. Chairman and Chief Executive Officer 600.0K 2.31M 926.3K 62.0K 3.90M 59.31%
117 2007 Brian M. Smith Managing Director and Chief Investment Officer 350.0K 175.0K 1.94M 33.5K 871.8K 14.4K 3.39M 58.34%
118 2007 Mary Lou Fiala President and Chief Operating Officer 432.0K 2.11M 166.1K 541.5K 19.0K 3.26M 69.59%
119 2007 Brian M. Smith President and Chief Operating Officer 350.0K 175.0K 1.77M 871.8K 14.4K 3.19M 55.70%
120 2007 Bruce M. Johnson Managing Director and Chief Financial Officer 360.0K 1.56M 118.6K 427.5K 37.6K 2.51M 67.11%
121 2007 Mary Lou Fiala Former Vice Chairman and Chief Operating Officer 432.0K 1.35M 541.5K 19.0K 2.35M 57.69%
122 2007 Bruce M. Johnson Executive Vice President and Chief Financial Officer 360.0K 1.22M 427.5K 37.6K 2.04M 59.62%
123 2006 Martin E. Stein, Jr. Chairman and Chief Executive Officer 575.0K 2.79M 323.7K 855.0K 426.8K 4.97M 62.68%
124 2006 Mary Lou Fiala President and Chief Operating Officer 415.0K 1.75M 166.1K 495.0K 178.2K 3.01M 63.81%
125 2006 Brian M. Smith Managing Director and Chief Investment Officer 325.0K 262.5K 1.68M 33.5K 528.0K 17.3K 2.84M 60.18%
126 2006 Bruce M. Johnson Managing Director and Chief Financial Officer 330.0K 1.12M 118.6K 360.0K 136.9K 2.06M 59.91%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-25 DEFA14A
2026-03-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K
2026-05-27 8-K
2026-05-18 8-K
2026-05-12 SC 13G
2026-05-12 4
2026-05-12 4
2026-05-12 4
2026-05-12 4
2026-05-12 4
2026-05-12 4

Executive team

NameTitleCompensationGender
Lisa Palmer President, Chief Executive Officer & Director 4M female
Michael J. Mas Executive Vice President & Chief Financial Officer 2M male
Alan Todd Roth President of East Region & Chief Operating Officer 2M male
Nicholas Andrew Wibbenmeyer President of West Region & Chief Investment Officer 2M male
Martin E. Stein Jr. Non Independent Executive Chairman of the Board 540.8K male
Amy D'Olimpio Senior Vice President & Chief Human Resources Officer female
Michael R. Herman Senior Vice President, General Counsel & Secretary male
Mitch Walters Senior Vice President & Chief Information Officer male
Patrick Krejs Managing Director male
Kathryn McKie Vice President of Investor Relations & Corporate Analysis female
Terah L. Devereaux Senior Vice President & Chief Accounting Officer female
Jan X. Hanak Senior Vice President of Marketing & Communications male
ESG Rating
B
REIT - RETAIL
2019
E (Environmental)
59.7 / 61.2
Company / Sector avg.
S (Social)
54.5 / 65.0
Company / Sector avg.
G (Governance)
63.1 / 68.1
Company / Sector avg.
ESG Total
59.1 / 64.7
Company / Sector avg.
ESG Score History REIT - RETAIL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-09 2026-02-13 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2023-03-24 2023-04-07 Ro Khanna CA17 Sale $1,001 - $15,000
2022-09-06 2022-10-07 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-08-23 2022-09-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-08-03 2022-09-14 Kathy Manning NC06 Joint Sale (Full) $1,001 - $15,000
2022-06-27 2022-07-07 Ro Khanna CA17 Sale $1,001 - $15,000
2022-05-23 2022-06-10 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2019-10-29 2021-08-26 Tom Malinowski NJ07 Sale (Partial) $15,001 - $50,000
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