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Seritage Growth Properties (SRG)

USD2.66 +0.03 (+0.95%)
US NYSE Real Estate REIT - Retail
Address 500 Fifth Avenue 10110
New York City, NY, US
CEO Adam Metz
IPO 2015-07-06
CIK 1628063 ISIN US81752R1005

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Also trades on New York Stock Exchange · SRG (USD) New York Stock Exchange · SRG-PA (USD)
Description

Seritage Growth Properties functions as a publicly traded Real Estate Investment Trust (REIT) that independently manages its operations and extensive property holdings. Its portfolio includes 166 fully owned assets and an interest in 29 unconsolidated properties, collectively spanning roughly 30.4 million square feet throughout 44 states and Puerto Rico. The company was established in July 2015 with the initial purpose of extracting the inherent real estate value from a high-quality retail portfolio it acquired from Sears Holdings. Today, Seritage's central objective is to develop and own vibrant shopping, dining, entertainment, and mixed-use locations designed to offer enhanced experiences for both consumers and their local communities, thereby fostering enduring value for its investors.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.66 +0.03 (+0.95%)
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Volume Profile
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Liquidity & share structure
Average Volume
314.2K
Beta
2.21
Float Shares
39.88M
Free Float %
70.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-8.02% -10.74% -10.07% -24.45% -35.22% -25.85% -16.90% -68.37% -84.97% -94.64% -93.50%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Hold
Price Targets & DCF
Current price
2.66
Ratings Trend (MoM) 100% Bullish
Rating 2025-12 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-2.99
Distress
Piotroski F-Score
3 / 9
Average
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
  • Revenue growth
    +3.3% Q1'26: -55.4% (vs Q1'25)
  • EPS growth
    +53.9% Q1'26: -33.3% (vs Q1'25)
  • FCF margin
    Q1'26: -279.1% (vs Q1'25)
  • EBIT margin
    Q1'26: -1,337.3% (vs Q1'25)
  • ROIC
    Q1'26: -35.7% (vs Q1'25)
  • Share dilution
    +0.1% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA
    -1.15× Q1'26: -0.46× (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 (2.24) × ERP
WACC = 75% × Ke + 25% × Kd (42.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 2.66
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 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
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
Dec 2028
1 Rev. Ana.
Dec 2029
1 Rev. Ana.
Dec 2030
1 Rev. Ana.
Dec 2031
1 Rev. Ana.
Revenue
248.67M
est: 243.10M (+2.3%)
241.02M
est: 241.20M (-0.1%)
214.75M
est: 194.60M (+10.4%)
168.63M
est: 172.00M (-2.0%)
116.50M
est: 122.10M (-4.6%)
116.68M
est: 156.90M (-25.6%)
107.06M
est: 220.10M (-51.4%)
20.78M
est: 220.10M (-90.6%)
17.62M
est: 243.10M (-92.8%)
18.20M
est: 243.10M (-92.5%)
241.20M
241.20M – 241.20M
-0.8% YoY
194.60M
194.60M – 194.60M
-19.3% YoY
172.00M
172.00M – 172.00M
-11.6% YoY
122.10M
122.10M – 122.10M
-29.0% YoY
156.90M
156.90M – 156.90M
+28.5% YoY
220.10M
220.10M – 220.10M
+40.3% YoY
EBITDA
170.66M
est: -30.35M (+662.3%)
211.74M
est: -30.11M (+803.2%)
106.00M
est: -24.29M (+536.3%)
108.69M
est: -21.47M (+606.2%)
34.60M
est: -15.24M (+327.0%)
120.56M
est: -19.59M (+715.5%)
8.44M
est: -27.48M (+130.7%)
-95.66M
est: -27.48M (-248.1%)
-113.67M
est: -93.41M (-21.7%)
-41.51M
est: -93.41M (+55.6%)
-92.68M
-92.68M – -92.68M
+0.8% YoY
-74.77M
-74.77M – -74.77M
+19.3% YoY
-66.09M
-66.09M – -66.09M
+11.6% YoY
-46.92M
-46.92M – -46.92M
+29.0% YoY
-60.29M
-60.29M – -60.29M
-28.5% YoY
-84.57M
-84.57M – -84.57M
-40.3% YoY
EBIT
-26.91M
est: -108.98M (+75.3%)
-50.43M
est: -108.13M (+53.4%)
-24.54M
est: -87.24M (+71.9%)
4.11M
est: -77.10M (+105.3%)
-61.40M
est: -54.74M (-12.2%)
69.19M
est: -70.34M (+198.4%)
-32.90M
est: -98.67M (+66.7%)
-110.30M
est: -98.67M (-11.8%)
-126.98M
est: -131.97M (+3.8%)
-47.94M
est: -131.97M (+63.7%)
-130.94M
-130.94M – -130.94M
+0.8% YoY
-105.64M
-105.64M – -105.64M
+19.3% YoY
-93.37M
-93.37M – -93.37M
+11.6% YoY
-66.29M
-66.29M – -66.29M
+29.0% YoY
-85.18M
-85.18M – -85.18M
-28.5% YoY
-119.49M
-119.49M – -119.49M
-40.3% YoY
Net Income
-51.56M
-73.75M
-73.47M
-59.40M
-105.03M
-28.15M
-73.95M
-154.91M
-153.54M
est: 3.74M (-4,199.9%)
-68.22M
est: 4.20M (-1,726.0%)
4.39M
4.39M – 4.39M
+4.7% YoY
— – —
-100.0% YoY
— – —
— – —
— – —
— – —
SGA
17.47M
est: 241.59M (-92.8%)
27.90M
est: 239.70M (-88.4%)
34.79M
est: 193.39M (-82.0%)
39.16M
est: 170.93M (-77.1%)
28.85M
est: 121.34M (-76.2%)
41.95M
est: 155.92M (-73.1%)
47.63M
est: 218.73M (-78.2%)
45.99M
est: 218.73M (-79.0%)
30.02M
est: 314.88M (-90.5%)
31.95M
est: 314.88M (-89.9%)
312.42M
312.42M – 312.42M
-0.8% YoY
252.06M
252.06M – 252.06M
-19.3% YoY
222.79M
222.79M – 222.79M
-11.6% YoY
158.15M
158.15M – 158.15M
-29.0% YoY
203.23M
203.23M – 203.23M
+28.5% YoY
285.09M
285.09M – 285.09M
+40.3% YoY
EPS
-1.64
-2.18
-2.07
-2.49
-3.99
-0.92
-2.42
-2.84
-2.82
est: 0.07 (-4,340.6%)
-1.30
est: 0.07 (-1,845.0%)
0.08
0.08 – 0.08
+4.7% YoY
— – —
-100.0% YoY
— – —
— – —
— – —
— – —
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 C+ 2/5 1/5 1/5 1/5 4/5 1/5 4/5
2026-05-12 C+ 2/5 1/5 1/5 1/5 4/5 1/5 4/5
2026-05-11 C+ 2/5 1/5 1/5 1/5 4/5 1/5 4/5
2026-05-08 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-30 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-29 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-04-24 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-15 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-28.89M
OE per share TTM
-0.51
Owner's Yield
-19.73%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
951.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
22
Total invested
16.17M
Insider transactions (90d)
0
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Edward S. Lampert 16.31M 29.10% 16.31M 16.31M IN 2022-07-08
2 95-4871957 4.83M 11.00% IA Delaware 2022-02-11
3 The Vanguard Group - 23-1945930 4.65M 10.67% 29.6K 4.60M 58.1K IA Pennsylvania For 2022-02-10
4 ESL Investments, Inc. 3.87M 9.10% 473.7K 473.7K 3.40M CO 2021-04-05
5 ESL Partners, L.P. 3.87M 9.10% 473.7K 473.7K 3.40M PN 2021-04-05
6 RBS Partners, L.P. 3.87M 9.10% 473.7K 473.7K 3.40M PN 2021-04-05
7 ZHENGXU HE 3.46M 6.15% 3.46M OO USA 2024-04-05
8 Sanda 2.94M 5.23% 2.94M 2.94M IN United States of America 2023-08-29
9 Thomas J. Tisch 2.92M 6.70% 2.06M 858.5K 2.06M 858.5K IN United States 2022-01-03
10 (1) BlackRock, Inc. 2.87M 6.60% 2.79M 2.87M HC Delaware 2022-02-03
11 EdgePoint Global Portfolio 2.79M 7.60% 2.79M 2.79M FI Ontario, Canada 2020-03-19
12 Associates, LLC 2.16M 3.84% 2.16M 2.16M OO United States of America 2023-08-29
13 ESL Investments, Inc.. 1.72M 4.40% 1.72M CO 2021-03-22
14 Dalal Street, LLC - 20-2815874 1.14M 2.61% 1.14M 1.14M HC, IN Mohnish Pabrai United States America Dalal Street LLC Texas 2022-02-16
15 BloombergSen Inc. 963.4K 2.50% 963.4K 963.4K IA Canada 2021-02-11
16 Amos Meron 957.2K 2.50% 957.2K IN United States 2021-02-11
17 Empyrean Capital Overseas Master Fund, Ltd. 957.2K 2.50% 957.2K CO Cayman Islands 2021-02-11
18 Empyrean Capital Partners, LP 957.2K 2.50% 957.2K PN Delaware 2021-02-11
19 EdgePoint Investment Group Inc. 723.3K 1.90% 562.2K 161.1K 562.2K 161.1K FI Ontario, Canada 2021-02-10
20 Andrew Hahn 339.8K 12.14% 339.8K IN DE 2024-01-18
21 Russell Douglas 339.8K 12.14% 339.8K IN DE 2024-01-18
22 Ursa Fund Management LLC 339.8K 12.14% 339.8K IA DE 2024-01-18
23 Ursa Fund Partners LP 339.8K 12.14% 339.8K PN DE 2024-01-18
24 MAP 136 Segregated Portfolio 111.8K 3.99% 111.8K 111.8K FI Delaware 2023-12-27
25 Yakira Partners, L.P. 37.3K 1.33% 37.3K 37.3K PN Delaware 2023-12-27
26 Yakira Enhanced Offshore Fund Ltd. 2.0K 0.07% 2.0K 2.0K FI Delaware 2023-12-27

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
22
-58 vs prev Q
New positions
7
Closed positions
57
Increased
11
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4.52M -101.2K (-2.2%) 14.69M -5.0M (-25.2%) 8.03% -0.180 pp 0.04% -0.017 pp USD25.72 -87.4% 39 qtrs
2 VANGUARD GROUP INC 3.52M +238.0K (+7.3%) 11.42M -2.5M (-18.0%) 6.24% +0.423 pp 0.00% +0.000 pp USD29.62 -89.0% 42 qtrs
3 FOURWORLD CAPITAL MANAGEMENT LLC 1.11M +— (+0.0%) 3.62M -1.1M (-23.5%) 1.98% +0.000 pp 2.93% -4.536 pp USD11.27 -71.2% 13 qtrs
4 K2 PRINCIPAL FUND, L.P. 1.06M +56.4K (+5.6%) 3.43M -816.7K (-19.2%) 1.88% +0.100 pp 0.28% -0.069 pp USD4.05 -19.8% 16 qtrs
5 YAKIRA CAPITAL MANAGEMENT, INC. 996.9K +172.2K (+20.9%) 3.24M -265.0K (-7.6%) 1.77% +0.306 pp 1.09% -0.135 pp USD7.20 -54.9% 14 qtrs
6 LITTLEJOHN & CO LLC 931.1K +— (+0.0%) 3.03M -931.1K (-23.5%) 1.65% +0.000 pp 1.58% -0.420 pp USD11.65 -72.1% 20 qtrs
7 TOWERVIEW LLC 800.0K +100.0K (+14.3%) 2.60M -375.0K (-12.6%) 1.42% +0.178 pp 1.88% -0.281 pp USD7.12 -54.4% 16 qtrs
8 GABELLI FUNDS LLC 782.4K +4.1K (+0.5%) 2.54M -765.2K (-23.1%) 1.39% +0.007 pp 0.02% -0.005 pp USD9.70 -66.5% 39 qtrs
9 GABELLI & CO INVESTMENT ADVISERS, INC. 773.7K +52.0K (+7.2%) 2.51M -552.8K (-18.0%) 1.37% +0.092 pp 0.38% -0.114 pp USD6.66 -51.2% 14 qtrs
10 GROUPE LA FRANCAISE 619.9K +— (+0.0%) 2.01M -619.9K (-23.5%) 1.10% +0.000 pp 0.03% -0.007 pp USD3.23 +0.6% 4 qtrs
11 BLACKROCK, INC. 599.6K +4.3K (+0.7%) 1.95M -581.2K (-23.0%) 1.06% +0.008 pp 0.00% +0.000 pp USD4.63 -29.8% 6 qtrs
12 CREDIT INDUSTRIEL ET COMMERCIAL 561.6K +— (+0.0%) 1.83M -561.6K (-23.5%) 1.00% +0.000 pp 0.14% -0.060 pp USD4.10 -20.7% 5 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 527.8K +19.0K (+3.7%) 1.72M -446.5K (-20.6%) 0.94% +0.034 pp 0.00% +0.000 pp USD24.11 -86.5% 42 qtrs
14 HUNTING HILL GLOBAL CAPITAL, LLC 482.6K +360.8K (+296.2%) 1.57M +1.1M (+203.0%) 0.86% +0.641 pp 1.08% +0.935 pp USD3.81 -14.7% 9 qtrs
15 D. E. SHAW & CO., INC. 445.0K -52.3K (-10.5%) 1.45M -667.5K (-31.6%) 0.79% -0.093 pp 0.00% 0.000 pp USD5.46 -40.5% 9 qtrs
16 437.2K +437.2K (+100.0%) 1.42M +1.4M (+100.0%) 0.78% +0.776 pp 0.99% +0.991 pp USD3.25 +0.0% 1 qtrs NEW
17 NEXPOINT ASSET MANAGEMENT, L.P. 417.5K +— (+0.0%) 1.36M -417.5K (-23.5%) 0.74% +0.000 pp 0.09% -0.060 pp USD7.87 -58.7% 12 qtrs
18 DV EQUITIES, LLC 400.00 +400.0 (+100.0%) 1.30M +1.3M (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD3.25 +0.0% 1 qtrs NEW
19 MARSHALL WACE, LLP 349.5K +109.2K (+45.4%) 1.14M +114.5K (+11.2%) 0.62% +0.194 pp 0.00% +0.000 pp USD3.44 -5.5% 11 qtrs
20 BOOTHBAY FUND MANAGEMENT, LLC 320.0K +7.9K (+2.5%) 1.04M -286.4K (-21.6%) 0.57% +0.014 pp 0.02% -0.004 pp USD7.90 -58.9% 13 qtrs
21 GOLDMAN SACHS GROUP INC 271.0K +214.1K (+376.2%) 880.7K +638.8K (+264.1%) 0.48% +0.380 pp 0.00% +0.000 pp USD3.41 -4.7% 42 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 256.9K -266.0 (-0.1%) 835.1K -258.1K (-23.6%) 0.46% -0.001 pp 0.00% +0.000 pp USD25.33 -87.2% 42 qtrs
23 CITADEL ADVISORS LLC 248.7K +110.7K (+80.2%) 808.3K +221.8K (+37.8%) 0.44% +0.197 pp 0.00% +0.000 pp USD5.09 -36.1% 36 qtrs
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.5K +175.4K (+388.9%) 716.6K +525.0K (+273.9%) 0.39% +0.311 pp 0.00% +0.000 pp USD3.72 -12.6% 37 qtrs
25 ALPINE GLOBAL MANAGEMENT, LLC 200.0K -731.0 (-0.4%) 650.0K -203.1K (-23.8%) 0.36% -0.001 pp 0.12% -0.035 pp USD6.53 -50.2% 14 qtrs
26 STATE STREET CORP 178.8K +9.8K (+5.8%) 581.1K -137.2K (-19.1%) 0.32% +0.017 pp 0.00% +0.000 pp USD29.23 -88.9% 42 qtrs
27 ANCORA ADVISORS, LLC 173.2K +29.3K (+20.3%) 563.1K -48.8K (-8.0%) 0.31% +0.052 pp 0.01% -0.001 pp USD3.16 +2.8% 3 qtrs
28 URSA FUND MANAGEMENT, LLC 170.0K +— (+0.0%) 552.5K -170.0K (-23.5%) 0.30% +0.000 pp 0.02% -0.788 pp USD4.25 -23.5% 2 qtrs
29 AMERIPRISE FINANCIAL INC 168.9K +— (+0.0%) 548.9K -168.9K (-23.5%) 0.30% +0.000 pp 0.00% +0.000 pp USD7.44 -56.3% 28 qtrs
30 GAMCO INVESTORS, INC. ET AL 162.0K +1.4K (+0.9%) 526.5K -156.1K (-22.9%) 0.29% +0.003 pp 0.01% -0.002 pp USD17.02 -80.9% 39 qtrs
31 TWO SIGMA INVESTMENTS, LP 137.7K -14.7K (-9.6%) 447.4K -200.1K (-30.9%) 0.24% -0.026 pp 0.00% 0.000 pp USD4.47 -27.3% 9 qtrs
32 BANQUE PICTET & CIE SA 132.7K +— (+0.0%) 431.2K -132.7K (-23.5%) 0.24% +0.000 pp 0.00% -0.001 pp USD13.66 -76.2% 18 qtrs
33 PRELUDE CAPITAL MANAGEMENT, LLC 126.1K +126.1K (+100.0%) 410.0K +410.0K (+100.0%) 0.22% +0.224 pp 0.03% +0.030 pp USD3.25 +0.0% 1 qtrs NEW
34 WORTH VENTURE PARTNERS, LLC 121.5K +27.5K (+29.2%) 395.0K -4.6K (-1.2%) 0.22% +0.049 pp 2.86% +1.689 pp USD3.83 -15.1% 7 qtrs
35 NORTHERN TRUST CORP 119.9K +31.8K (+36.1%) 389.7K +15.1K (+4.0%) 0.21% +0.056 pp 0.00% +0.000 pp USD23.74 -86.3% 42 qtrs
36 PRICE T ROWE ASSOCIATES INC /MD/ 98.3K +— (+0.0%) 320.0K -98.0K (-23.4%) 0.17% +0.000 pp 0.00% +0.000 pp USD13.63 -76.2% 38 qtrs
37 HARBOR CAPITAL ADVISORS, INC. 94.9K +9.4K (+11.0%) 308.0K -55.0K (-15.2%) 0.17% +0.017 pp 0.02% -0.004 pp USD4.77 -31.9% 8 qtrs
38 PEAK6 LLC 90.1K -22.6K (-20.1%) 292.8K -186.2K (-38.9%) 0.16% -0.040 pp 0.00% 0.000 pp USD4.12 -21.1% 5 qtrs
39 MORGAN STANLEY 78.4K -37.0K (-32.1%) 254.6K -235.5K (-48.0%) 0.14% -0.066 pp 0.00% +0.000 pp USD6.09 -46.6% 42 qtrs
40 ALTFEST L J & CO INC 71.7K +28.6K (+66.3%) 232.9K +49.8K (+27.2%) 0.13% +0.051 pp 0.03% +0.005 pp USD3.39 -4.1% 3 qtrs
41 SQUAREPOINT OPS LLC 70.2K -62.1K (-46.9%) 228.2K -334.0K (-59.4%) 0.12% -0.110 pp 0.00% 0.000 pp USD3.91 -16.9% 12 qtrs
42 AMERICAN CENTURY COMPANIES INC 69.3K +— (+0.0%) 225.1K -69.3K (-23.5%) 0.12% +0.000 pp 0.00% +0.000 pp USD7.55 -57.0% 11 qtrs
43 TUDOR INVESTMENT CORP ET AL 69.0K -1.6K (-2.2%) 224.2K -75.6K (-25.2%) 0.12% -0.003 pp 0.00% 0.000 pp USD3.08 +5.5% 7 qtrs
44 JANE STREET GROUP, LLC 60.3K +47.1K (+356.8%) 196.0K +139.9K (+249.3%) 0.11% +0.084 pp 0.00% +0.000 pp USD3.47 -6.3% 2 qtrs
45 JBF CAPITAL, INC. 60.0K +— (+0.0%) 195.0K -60.0K (-23.5%) 0.11% +0.000 pp 0.03% -0.008 pp USD8.76 -62.9% 14 qtrs
46 TWO SIGMA ADVISERS, LP 59.9K -27.3K (-31.3%) 194.7K -175.9K (-47.5%) 0.11% -0.049 pp 0.00% 0.000 pp USD5.21 -37.6% 8 qtrs
47 QUBE RESEARCH & TECHNOLOGIES LTD 49.2K +28.5K (+138.4%) 159.8K +72.1K (+82.3%) 0.09% +0.051 pp 0.00% +0.000 pp USD3.98 -18.3% 12 qtrs
48 DIMENSIONAL FUND ADVISORS LP 40.6K +7.3K (+21.8%) 132.1K -9.2K (-6.5%) 0.07% +0.013 pp 0.00% +0.000 pp USD19.36 -83.2% 40 qtrs
49 OMERS ADMINISTRATION CORP 36.4K +36.4K (+100.0%) 118.3K +118.3K (+100.0%) 0.06% +0.065 pp 0.00% +0.001 pp USD3.25 +0.0% 1 qtrs NEW
50 SEI INVESTMENTS CO 30.7K -17.4K (-36.1%) 99.9K -104.7K (-51.2%) 0.05% -0.031 pp 0.00% 0.000 pp USD15.19 -78.6% 28 qtrs
51 XTX TOPCO LTD 26.8K +26.8K (+100.0%) 87.1K +87.1K (+100.0%) 0.05% +0.048 pp 0.00% +0.002 pp USD3.25 +0.0% 5 qtrs
52 INVESCO LTD. 25.4K +1.9K (+8.2%) 82.4K -17.2K (-17.2%) 0.05% +0.003 pp 0.00% +0.000 pp USD3.27 -0.6% 3 qtrs
53 TD WATERHOUSE CANADA INC. 22.7K +— (+0.0%) 73.4K -21.8K (-22.9%) 0.04% +0.000 pp 0.00% 0.000 pp USD7.48 -56.6% 9 qtrs
54 BANK OF AMERICA CORP /DE/ 21.7K +7.0K (+48.1%) 70.4K +8.2K (+13.3%) 0.04% +0.013 pp 0.00% +0.000 pp USD4.10 -20.7% 42 qtrs
55 INGALLS & SNYDER LLC 21.0K +— (+0.0%) 68.0K -21.0K (-23.6%) 0.04% +0.000 pp 0.00% 0.000 pp USD3.23 +0.6% 4 qtrs
56 UBS GROUP AG 20.0K -21.0K (-51.2%) 65.2K -109.4K (-62.7%) 0.04% -0.037 pp 0.00% +0.000 pp USD3.31 -1.8% 42 qtrs
57 CAMELOT PORTFOLIOS, LLC 19.2K +— (+0.0%) 62.5K -19.2K (-23.5%) 0.03% +0.000 pp 0.04% -0.010 pp USD3.23 +0.6% 4 qtrs
58 BEVERLY HILLS PRIVATE WEALTH, LLC 17.0K +— (+0.0%) 55.3K -17.0K (-23.5%) 0.03% +0.000 pp 0.01% -0.003 pp USD4.25 -23.5% 2 qtrs
59 TOTAL CLARITY WEALTH MANAGEMENT, INC. 15.5K -1.4K (-8.1%) 50.3K -21.3K (-29.7%) 0.03% -0.002 pp 0.01% -0.007 pp USD4.25 -23.5% 2 qtrs
60 CIBC ASSET MANAGEMENT INC 10.6K +10.6K (+100.0%) 34.5K +34.5K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD3.25 +0.0% 1 qtrs NEW
61 BARCLAYS PLC 7.6K +5.7K (+307.7%) 24.6K +16.7K (+211.8%) 0.01% +0.010 pp 0.00% +0.000 pp USD3.21 +1.2% 4 qtrs
62 FMR LLC 5.3K +— (+0.0%) 17.3K -5.3K (-23.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.71 -12.4% 21 qtrs
63 1620 INVESTMENT ADVISORS, INC. 3.4K +— (+0.0%) 11.0K -3.4K (-23.5%) 0.01% +0.000 pp 0.01% -0.002 pp USD4.60 -29.3% 7 qtrs
64 FNY INVESTMENT ADVISERS, LLC 3.0K +— (+0.0%) 9.0K -3.0K (-25.0%) 0.01% +0.000 pp 0.00% -0.001 pp USD9.56 -66.0% 14 qtrs
65 ROYAL BANK OF CANADA 2.2K -128.4K (-98.4%) 7.0K -548.0K (-98.7%) 0.00% -0.228 pp 0.00% 0.000 pp USD3.77 -13.8% 42 qtrs
66 AVION WEALTH 1.0K +— (+0.0%) 3.0K -1.0K (-25.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD4.65 -30.1% 6 qtrs
67 ADVISOR GROUP HOLDINGS, INC. 584.00 +584.0 (+100.0%) 1.9K +1.9K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD3.25 +0.0% 1 qtrs NEW
68 ALLWORTH FINANCIAL LP 410.00 +— (+0.0%) 1.3K -410.0 (-23.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.21 -37.6% 15 qtrs
69 WHITTIER TRUST CO 12.00 +— (+0.0%) 41.00 -10.0 (-19.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.75 -72.3% 13 qtrs
70 WHITTIER TRUST CO OF NEVADA INC 12.00 +— (+0.0%) 41.00 -10.0 (-19.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.58 -66.1% 8 qtrs
71 DUNHILL FINANCIAL, LLC 1.00 +1.0 (+100.0%) 4.00 +4.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.00 +8.3% 1 qtrs NEW
72 PROFICIO CAPITAL PARTNERS LLC -93.9K (-100.0%) -399.0K (-100.0%) 0.00% -0.167 pp 0.00% -0.010 pp USD 5 qtrs SOLD
73 CITIGROUP INC -114.0 (-100.0%) -485.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
74 TOWER RESEARCH CAPITAL LLC (TRC) -1.2K (-100.0%) -4.9K (-100.0%) 0.00% -0.002 pp 0.00% 0.000 pp USD 34 qtrs SOLD
75 NBC SECURITIES, INC. -50.0 (-100.0%) -250.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
76 GROUP ONE TRADING, L.P. -4.9K (-100.0%) -20.9K (-100.0%) 0.00% -0.009 pp 0.00% +0.000 pp USD 2 qtrs SOLD
77 MILLENNIUM MANAGEMENT LLC -168.8K (-100.0%) -717.6K (-100.0%) 0.00% -0.300 pp 0.00% 0.000 pp USD 15 qtrs SOLD
78 HRT FINANCIAL LP -14.0K (-100.0%) -59.0K (-100.0%) 0.00% -0.025 pp 0.00% 0.000 pp USD 2 qtrs SOLD
79 AQUAMARINE ZURICH AG -500.0K (-100.0%) -2.1M (-100.0%) 0.00% -0.888 pp 0.00% -0.670 pp USD 14 qtrs SOLD
80 WELLS FARGO & COMPANY/MN -1.0 (-100.0%) -2.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 42 qtrs SOLD
81 ADVISORY SERVICES NETWORK, LLC -361.0 (-100.0%) -1.5K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
82 IMC-CHICAGO, LLC -52.9K (-100.0%) -224.9K (-100.0%) 0.00% -0.094 pp 0.00% 0.000 pp USD 2 qtrs SOLD
83 ADVISORNET FINANCIAL, INC -146.0 (-100.0%) -621.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 5 qtrs SOLD
84 SIGNATUREFD, LLC -27.0 (-100.0%) -115.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 23 qtrs SOLD
85 LEVIN CAPITAL STRATEGIES, L.P. -10.0K (-100.0%) -42.5K (-100.0%) 0.00% -0.018 pp 0.00% -0.004 pp USD 2 qtrs SOLD
86 SHERBROOKE PARK ADVISERS LLC -11.8K (-100.0%) -50.3K (-100.0%) 0.00% -0.021 pp 0.00% -0.023 pp USD 6 qtrs SOLD
87 SANDIA INVESTMENT MANAGEMENT LP -93.9K (-100.0%) -399.0K (-100.0%) 0.00% -0.167 pp 0.00% -1.189 pp USD 5 qtrs SOLD
88 RENAISSANCE TECHNOLOGIES LLC -105.5K (-100.0%) -448.4K (-100.0%) 0.00% -0.187 pp 0.00% -0.001 pp USD 5 qtrs SOLD
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
8
Shares acquired
Shares disposed
51.8K
Cash buys
Cash sales
8.00
Net activity
-51,786
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
2026-03-31 Yakira Capital Management, Inc. 10% Owner S-Sale D 7.00% Series A Cumulative Redeemable Preferred Shares 27,150 23.95 650.2K 257,618 I
2026-02-24 Yakira Capital Management, Inc. 10% Owner S-Sale D 7.00% Series A Cumulative Redeemable Preferred Shares 2,225 24.10 53.6K 284,768 I
2026-02-23 Yakira Capital Management, Inc. 10% Owner S-Sale D 7.00% Series A Cumulative Redeemable Preferred Shares 7,375 23.95 176.6K 286,993 I
2026-02-09 Yakira Capital Management, Inc. 10% Owner S-Sale D 7.00% Series A Cumulative Redeemable Preferred Shares 5,570 24.10 134.2K 294,368 I
2026-02-06 Yakira Capital Management, Inc. 10% Owner S-Sale D 7.00% Series A Cumulative Redeemable Preferred Shares 810 24.10 19.5K 299,938 I
2026-02-05 Yakira Capital Management, Inc. 10% Owner S-Sale D 7.00% Series A Cumulative Redeemable Preferred Shares 1,030 24.08 24.8K 300,748 I
2026-02-04 Yakira Capital Management, Inc. 10% Owner S-Sale D 7.00% Series A Cumulative Redeemable Preferred Shares 2,554 24.13 61.6K 301,778 I
2026-01-26 Yakira Capital Management, Inc. 10% Owner S-Sale D 7.00 % Series A Cumulative Redeemable Preferred Shares 5,072 24.13 122.4K 304,332 I
2025-09-11 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 23,864 4.50 107.5K 13,420,298 D
2025-09-09 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 40,000 4.40 176.1K 13,444,162 D
2025-03-15 Olshan Andrea Director / Officer F-InKind D Class A Common Shares 26,605 0.00 192,367 D
2025-03-15 Fernand Matthew E Officer F-InKind D Class A Common Shares 5,074 0.00 66,029 D
2025-03-15 Dinenberg Eric Officer F-InKind D Class A Common Shares 4,772 0.00 44,321 D
2024-12-18 Dinenberg Eric Officer F-InKind D Class A Common Shares 4,350 0.00 49,093 D
2024-05-21 Yakira Capital Management, Inc. 10% Owner P-Purchase A 7.00 % Series A Cumulative Redeemable Preferred Shares 23,500 20.00 470.0K 309,404
2024-04-08 Ursa Fund Partners LP 10% Owner P-Purchase D Preferred Stock 60,000 23.68 1.42M 279,843
2024-04-01 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 25,655 9.76 250.3K 13,484,162
2024-03-05 Olshan Andrea Director / Officer F-InKind D Class A Common Shares 40,798 0.00 218,972
2024-03-05 Fernand Matthew E Officer F-InKind D Class A Common Shares 7,668 0.00 71,103
2024-03-05 Dinenberg Eric Officer F-InKind D Class A Common Shares 5,832 0.00 53,443
2024-02-28 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 6,447 9.61 61.9K 13,509,817
2024-02-27 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 20,694 9.60 198.7K 13,516,264
2024-02-26 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 45,654 9.60 438.5K 13,536,958
2024-02-22 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 136,251 9.68 1.32M 13,582,612
2024-01-24 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 400 9.51 3.8K 13,718,863
2024-01-23 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 400 9.56 3.8K 13,719,263
2024-01-22 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 101,151 9.54 965.0K 13,719,663
2024-01-19 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 179,186 9.61 1.72M 13,820,814
2024-01-12 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 17,790 9.57 170.2K 14,000,000
2024-01-11 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 48,324 9.50 459.2K 14,017,790
2024-01-10 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 3,023 9.65 29.2K 14,066,114
2023-12-29 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 93,350 9.44 880.9K 14,069,137
2023-12-20 Yakira Capital Management, Inc. 10% Owner P-Purchase A 7.00 % Series A Cumulative Redeemable Preferred Shares 298 23.87 7.1K 285,904
2023-12-18 Yakira Capital Management, Inc. 10% Owner P-Purchase A 7.00 % Series A Cumulative Redeemable Preferred Shares 2,248 23.88 53.7K 285,606
2023-12-18 Dinenberg Eric Officer F-InKind D Class A Common Shares 4,138 0.00 59,275
2023-12-15 Yakira Capital Management, Inc. 10% Owner P-Purchase A 7.00 % Series A Cumulative Redeemable Preferred Shares 24 23.87 572.88 283,358
2023-12-12 Yakira Capital Management, Inc. 10% Owner P-Purchase A 7.00 % Series A Cumulative Redeemable Preferred Shares 136 23.85 3.2K 283,334
2023-12-11 Yakira Capital Management, Inc. 10% Owner P-Purchase A 7.00 % Series A Cumulative Redeemable Preferred Shares 2,784 23.81 66.3K 283,198
2023-12-11 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 57,201 9.13 522.0K 14,162,487
2023-12-08 Yakira Capital Management, Inc. 10% Owner I 7.00 % Series A Cumulative Redeemable Preferred Shares 0 0.00 280,414
2023-12-08 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 177,406 9.19 1.63M 14,219,688
2023-12-07 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 32,536 9.14 297.4K 14,397,094
2023-12-06 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 77,699 9.23 717.4K 14,429,630
2023-12-05 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 77,898 9.21 717.7K 14,507,329
2023-12-04 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 180,000 9.23 1.66M 14,585,227
2023-12-01 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 61,605 9.16 564.5K 14,765,227
2023-11-30 Ursa Fund Partners LP 10% Owner I 7.00% Series A Cumulative Redeemable Preferred Shares 0 0.00 339,843
2023-11-29 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 17,880 9.13 163.3K 14,826,832
2023-11-28 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 20,239 9.10 184.2K 14,844,712
2023-11-27 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 7,599 9.18 69.7K 14,864,951
2023-11-15 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 148,056 9.19 1.36M 14,872,550
2023-11-14 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 58,932 9.20 542.3K 15,020,606
2023-03-15 Fernand Matthew E F-InKind D Class A Common Shares 5,766 0.00 78,771
2023-03-15 Dinenberg Eric F-InKind D Class A Common Shares 3,942 0.00 63,413
2023-03-06 Fernand Matthew E F-InKind D Class A Common Shares 1,928 0.00 84,537
2023-03-06 Dinenberg Eric F-InKind D Class A Common Shares 425 0.00 67,355
2023-03-02 Fernand Matthew E F-InKind D Class A Common Shares 410 0.00 86,465
2023-03-02 Dinenberg Eric F-InKind D Class A Common Shares 97 0.00 67,780
2023-02-06 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 120,462 12.60 1.52M 15,079,538
2023-02-02 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 283,291 12.53 3.55M 15,200,000
2023-01-13 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 1,200 12.30 14.8K 15,483,291
2023-01-04 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 158,527 12.12 1.92M 15,484,491
2023-01-03 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 5,839 12.06 70.4K 15,643,018
2022-12-30 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 100,000 11.81 1.18M 15,648,857
2022-12-21 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 6,152 12.03 74.0K 15,748,857
2022-12-19 Dinenberg Eric Director / Officer F-InKind D Class A Common Shares 3,515 11.92 41.9K 67,877
2022-11-11 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 15,140 11.75 177.9K 15,755,009
2022-11-10 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 83,314 11.56 963.0K 15,770,149
2022-10-11 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 119,886 9.54 1.14M 15,853,463
2022-10-10 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 52,085 9.53 496.1K 15,973,349
2022-10-07 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 183,015 9.54 1.75M 16,025,434
2022-10-06 LAMPERT EDWARD S Director S-Sale D Class A Common Shares 32,948 9.72 320.3K 16,208,449
2022-09-16 LAMPERT EDWARD S 10% Owner S-Sale D Class A Common Shares 65,917 11.82 779.2K 16,241,397
2022-07-06 LAMPERT EDWARD S 10% Owner D Class A Common Shares 0 0.00 16,307,314
2022-04-26 Wilsmann Mark 0 0.00 0
2022-04-26 Sabshon Mitchell A 0 0.00 0
2022-04-26 Nevo-Hacohen Talya 0 0.00 0
2022-03-30 Metz Adam S 0 0.00 0
2022-03-15 Olshan Andrea Director A-Award A Class A Common Shares 176,834 0.00 259,770
2022-03-15 Fernand Matthew E Director / Officer A-Award A Class A Common Shares 37,539 0.00 86,875
2022-03-15 Dinenberg Eric Director / Officer A-Award A Class A Common Shares 35,331 0.00 71,392
2021-12-17 Dinenberg Eric A-Award A Class A Common Shares 31,496 0.00 36,061
2021-07-01 LAMPERT EDWARD S J-Other D Class A Common Shares 192,385 0.00 0
2021-05-25 Fernand Matthew E F-InKind D Class A Common Shares 5,246 17.57 92.2K 49,336
2021-04-12 Olshan Andrea A-Award A Class A Common Shares 82,936 0.00 82,936
2021-04-01 LAMPERT EDWARD S C-Conversion D Partnership Units 1,679,341 0.00 11,805,202
2021-03-31 Thrush Allison P-Purchase A Class A Common Shares 5,450 18.04 98.3K 5,450
2021-03-19 LAMPERT EDWARD S S-Sale D Class A Common Shares 67,493 21.17 1.43M 1,720,437
2021-03-18 LAMPERT EDWARD S S-Sale D Class A Common Shares 50,723 22.12 1.12M 1,787,930
2021-03-17 LAMPERT EDWARD S S-Sale D Class A Common Shares 24,256 22.35 542.1K 1,838,653
2021-03-16 Olshan Andrea 0 0.00 0
2021-03-16 Lombard Kenneth T F-InKind D Class A Common Shares 390 23.16 9.0K 26,381
2021-03-16 Lombard Amanda F-InKind D Class A Common Shares 15 23.16 347.40 5,298
2021-03-16 Galvin Andrew F-InKind D Class A Common Shares 1,094 20.73 22.7K 11,476
2021-03-16 Fernand Matthew E F-InKind D Class A Common Shares 287 23.16 6.6K 54,582
2021-03-15 LAMPERT EDWARD S S-Sale D Class A Common Shares 23,476 22.91 537.8K 1,862,909
2021-03-12 LAMPERT EDWARD S S-Sale D Class A Common Shares 49,999 23.35 1.17M 1,886,385
2021-03-05 Rottler Mary A-Award A Class A Common Shares 8,263 0.00 32,742
2021-03-05 Lombard Kenneth T A-Award A Class A Common Shares 11,002 0.00 26,771
2021-03-05 Lombard Amanda Director A-Award A Class A Common Shares 4,243 0.00 5,313
2021-03-05 Galvin Andrew A-Award A Class A Common Shares 1,602 0.00 4,572
2021-03-05 Fernand Matthew E A-Award A Class A Common Shares 4,106 0.00 34,053
2021-03-05 Bry James Edwin A-Award A Class A Common Shares 1,899 0.00 14,838
2021-03-01 LAMPERT EDWARD S J-Other D Partnership Units 1,658,855 0.00 1,859,508
2021-02-23 Galvin Andrew D Class A Common Shares 0 0.00 2,970
2020-12-21 LAMPERT EDWARD S J-Other D Partnership Units 251,739 0.00 3,518,363
2020-12-04 Lombard Amanda D Class A Common Shares 0 0.00 1,070
2020-09-14 Dickman Brian Robert Director S-Sale D Class A Common Shares 10,000 14.82 148.2K 25,501
2020-05-13 Schall Benjamin A-Award A Class A Common Shares 4,481 0.00 292,202
2020-05-13 Rottler Mary A-Award A Class A Common Shares 403 0.00 22,124
2020-05-13 Lombard Kenneth T A-Award A Class A Common Shares 269 0.00 10,259
2020-05-13 Fernand Matthew E A-Award A Class A Common Shares 538 0.00 29,947
2020-05-13 Dickman Brian Robert A-Award A Class A Common Shares 538 0.00 35,501
2020-05-13 Bry James Edwin A-Award A Class A Common Shares 403 0.00 12,939
2020-03-13 LAMPERT EDWARD S C-Conversion A Class A Common Shares 360,521 0.01 3.6K 594,253
2020-03-02 Schall Benjamin A-Award A Class A Common Shares 28,578 0.00 272,021
2020-03-02 Rottler Mary A-Award A Class A Common Shares 2,348 0.00 20,067
2020-03-02 Lombard Kenneth T A-Award A Class A Common Shares 4,118 0.00 9,990
2020-03-02 Fernand Matthew E A-Award A Class A Common Shares 4,563 0.00 26,791
2020-03-02 Dickman Brian Robert A-Award A Class A Common Shares 6,560 0.00 30,845
2020-03-02 Bry James Edwin A-Award A Class A Common Shares 1,201 0.00 12,536
2020-01-27 Fernand Matthew E Officer F-InKind D Class A Common Shares 543 39.86 21.6K 22,228
2020-01-27 Dickman Brian Robert Officer F-InKind D Class A Common Shares 1,098 39.86 43.8K 24,285
2019-12-09 LAMPERT EDWARD S J-Other D Class A Common Shares 3,897 0.00 233,732
2019-08-12 LAMPERT EDWARD S P-Purchase A Partnership Units 683,081 0.00 14,774,022
2019-07-08 Fernand Matthew E Officer F-InKind D Class A Common Shares 1,134 43.02 48.8K 22,771
2019-07-08 Dickman Brian Robert Officer F-InKind D Class A Common Shares 1,026 43.02 44.1K 25,383
2019-05-24 Schall Benjamin Director / Officer A-Award A Class A Common Shares 315 0.00 282,887
2019-05-24 Rottler Mary Officer A-Award A Class A Common Shares 28 0.00 17,719
2019-05-24 Lombard Kenneth T Officer A-Award A Class A Common Shares 19 0.00 5,870
2019-05-24 Fernand Matthew E Officer A-Award A Class A Common Shares 38 0.00 24,458
2019-05-24 Dickman Brian Robert Officer A-Award A Class A Common Shares 38 0.00 27,110
2019-05-24 Bry James Edwin Officer A-Award A Class A Common Shares 28 0.00 8,987
2019-05-10 LAMPERT EDWARD S J-Other D Partnership Units 1,145,735 0.00 4,882,546
2019-04-15 Thrush Allison 0 0.00 0
2019-03-20 Schall Benjamin Director / Officer F-InKind D Class A Common Shares 4,601 44.66 205.5K 282,572
2019-03-20 Rottler Mary Officer F-InKind D Class A Common Shares 1,426 44.66 63.7K 17,691
2019-03-20 Fernand Matthew E Officer F-InKind D Class A Common Shares 1,654 44.66 73.9K 24,420
2019-03-20 Dickman Brian Robert Officer F-InKind D Class A Common Shares 3,200 44.66 142.9K 27,072
2019-03-08 Schall Benjamin Director / Officer A-Award A Class A Common Shares 25,109 0.00 298,944
2019-03-08 Rottler Mary Officer A-Award A Class A Common Shares 3,432 0.00 17,860
2019-03-08 Lombard Kenneth T Officer A-Award A Class A Common Shares 3,179 0.00 5,851
2019-03-08 Fernand Matthew E Officer A-Award A Class A Common Shares 2,773 0.00 24,010
2019-03-08 Dickman Brian Robert Officer A-Award A Class A Common Shares 4,419 0.00 27,093
2019-03-08 Bry James Edwin Officer A-Award A Class A Common Shares 1,213 0.00 8,012
2018-12-11 Bry James Edwin Officer S-Sale D Class A Common Shares 3,318 38.08 126.3K 6,799
2018-08-13 Schall Benjamin Director / Officer F-InKind D Class A Common Shares 33,557 49.18 1.65M 273,835
2018-08-13 Rottler Mary Officer F-InKind D Class A Common Shares 619 49.18 30.4K 14,428
2018-08-13 Fernand Matthew E Officer F-InKind D Class A Common Shares 1,627 49.18 80.0K 21,237
2018-08-13 Dickman Brian Robert Officer F-InKind D Class A Common Shares 1,482 49.18 72.9K 22,674
2018-08-13 Bry James Edwin Officer A-Award A Class A Common Shares 402 0.00 10,117
2018-08-08 Osberg Sharon Director P-Purchase A Class A common shares 500 48.34 24.2K 4,500
2018-06-18 Osberg Sharon Director P-Purchase A Class A Common Shares 1,200 44.45 53.3K 2,500
2018-05-31 Lombard Kenneth T Officer A-Award A Class A Common Shares 2,097 0.00 2,672
2018-05-25 Osberg Sharon Director D Class A Common Shares 0 0.00 1,300
2018-05-07 LAMPERT EDWARD S C-Conversion A Class A Common Shares 98,923 0.00 341,110
2018-05-02 Schall Benjamin Director / Officer A-Award A Class A Common Shares 34,960 0.00 274,769
2018-05-02 Rottler Mary Officer A-Award A Class A Common Shares 3,147 0.00 14,243
2018-05-02 Fernand Matthew E Officer A-Award A Class A Common Shares 4,196 0.00 21,456
2018-05-02 Dickman Brian Robert Officer A-Award A Class A Common Shares 4,196 0.00 23,151
2018-05-02 Bry James Edwin Officer A-Award A Class A Common Shares 3,147 0.00 9,715
2018-03-09 Lombard Kenneth T Director P-Purchase A CLASS A common shares 400 34.73 13.9K 575
2018-03-02 Schall Benjamin Director / Officer A-Award A Class A Common Shares 14,100 0.00 239,809
2018-03-02 Rottler Mary Officer A-Award A Class A Common Shares 1,585 0.00 11,096
2018-03-02 LAMPERT EDWARD S P-Purchase A Partnership Units 922,362 0.00 14,090,941
2018-03-02 Fernand Matthew E Officer A-Award A Class A Common Shares 2,764 0.00 17,260
2018-03-02 Dickman Brian Robert Officer A-Award A Class A Common Shares 4,112 0.00 18,955
2018-03-02 Bry James Edwin Officer A-Award A Class A Common Shares 1,278 0.00 6,568
2018-03-02 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 11,100 36.13 401.0K 0
2018-03-01 MCCLAIN JOHN Director P-Purchase A Class A common shares 250 36.56 9.1K 2,600
2018-03-01 BERKOWITZ BRUCE R 10% Owner J-Other D Class C Non-Voting Common Shares, $0.01 par value 61,900 36.65 2.27M 151,182
2018-02-22 BERKOWITZ BRUCE R 10% Owner J-Other D Class C Non-Voting Common Shares, $0.01 par value 13,500 41.01 553.6K 152,548
2018-02-21 BERKOWITZ BRUCE R 10% Owner J-Other D Class C Non-Voting Common Shares, $0.01 par value 10,650 41.02 436.9K 166,048
2018-02-20 BERKOWITZ BRUCE R 10% Owner J-Other D Class C Non-Voting Common Shares, $0.01 par value 18,600 41.40 770.0K 245,882
2018-02-13 BERKOWITZ BRUCE R 10% Owner J-Other D Class C Non-Voting Common Shares, $0.01 par value 25,000 39.25 981.3K 264,482
2018-02-08 BERKOWITZ BRUCE R 10% Owner J-Other D Class C Non-Voting Common Shares, $0.01 par value 25,800 39.56 1.02M 212,398
2018-02-07 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 64,200 40.02 2.57M 0
2018-02-06 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 54,000 40.04 2.16M 0
2018-01-31 BERKOWITZ BRUCE R 10% Owner J-Other A Class A Common Shares, $0.01 par value 9,750 40.98 399.6K 3,173,698
2018-01-25 BERKOWITZ BRUCE R 10% Owner S-Sale D Class A Common Shares, $0.01 par value 99,700 40.99 4.09M 3,173,698
2018-01-22 BERKOWITZ BRUCE R 10% Owner J-Other D Class C Non-Voting Common Shares, $0.01 par value 6,000 41.45 248.7K 2,402,883
2018-01-10 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 2,100 39.79 83.6K 3,273,398
2018-01-08 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 94,200 40.01 3.77M 3,273,398
2018-01-03 BERKOWITZ BRUCE R 10% Owner J-Other A Class A Common Shares, $0.01 par value 49,300 40.22 1.98M 3,273,398
2018-01-02 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 1,500 40.24 60.4K 3,273,398
2017-12-29 STEINBERG THOMAS M Director J-Other D Partnership Units 7,325 0.00 0
2017-12-27 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 34,900 40.22 1.40M 0
2017-12-26 BERKOWITZ BRUCE R 10% Owner J-Other D Class C Non-Voting Common Shares, $0.01 par value 12,000 40.20 482.4K 3,094,583
2017-12-14 BERKOWITZ BRUCE R 10% Owner S-Sale A Class A Common Shares, $0.01 par value 23,200 40.72 944.7K 3,273,398
2017-12-13 BERKOWITZ BRUCE R 10% Owner S-Sale D Class C Non-Voting Common Shares, $0.01 par value 192,400 40.79 7.85M 3,132,283
2017-12-12 BERKOWITZ BRUCE R 10% Owner S-Sale D Class C Non-Voting Common Shares, $0.01 par value 27,800 40.33 1.12M 3,324,683
2017-12-11 STEINBERG THOMAS M Director J-Other A CLASS A common shares of beneficial interest 441 0.01 4.41 15,835
2017-12-11 BERKOWITZ BRUCE R 10% Owner S-Sale D Class A Common Shares, $0.01 par value 22,400 40.53 907.9K 3,315,398
2017-12-08 LAMPERT EDWARD S J-Other D Partnership Units 1,613,593 0.00 7,049,566
2017-12-08 BERKOWITZ BRUCE R 10% Owner S-Sale D Class A Common Shares, $0.01 par value 60,000 40.35 2.42M 3,337,798
2017-12-07 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 29,200 40.24 1.18M 0
2017-12-06 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 177,752 0.00 3,422,298
2017-12-05 BERKOWITZ BRUCE R 10% Owner J-Other D Class A Common Shares, $0.01 par value 10,900 40.02 436.2K 0
2017-12-04 BERKOWITZ BRUCE R 10% Owner J-Other A Class A Common Shares, $0.01 par value 14,900 40.05 596.7K 0
2017-11-22 BERKOWITZ BRUCE R 10% Owner J-Other A Class A Common Shares, $0.01 par value 10,850 40.82 442.9K 3,618,650

Executive team

Top executives
EBIT / Employee
-68.5K
Shares Outstanding
56.32M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Andrea L. Olshan Former Chief Executive Officer and President 327.1K 666.7K 5.39M 6.39M 0.00%
2 2025 Matthew E. Fernand Chief Legal Officer and Corporate Secretary 463.4K 1.53M 14.0K 2.01M 0.00%
3 2025 Eric Dinenberg Chief Operating Officer 436.2K 1.44M 14.0K 1.89M 0.00%
4 2025 Adam Metz Chief Executive Officer and President 735.1K 87.5K 822.6K 0.00%
5 2024 Andrea L. Olshan Former Chief Executive Officer and President 1.04M 4.14M 4.6K 5.18M 0.00%
6 2024 Matthew E. Fernand Chief Legal Officer and Corporate Secretary 441.3K 1.36M 13.8K 1.82M 0.00%
7 2024 Eric Dinenberg Chief Operating Officer 415.4K 1.28M 13.8K 1.71M 0.00%
8 2023 Andrea L. Olshan Former Chief Executive Officer and President 1.00M 1.40M 4.6K 2.40M 0.00%
9 2023 Andrea L. Olshan Chief Executive Officer and President 1.00M 1.40M 4.6K 2.40M 0.00%
10 2023 Matthew E. Fernand Chief Legal Officer and Corporate Secretary 425.0K 1.12M 13.2K 1.55M 0.00%
11 2023 Eric Dinenberg Chief Operating Officer 400.0K 1.05M 13.2K 1.46M 0.00%
12 2022 Andrea L. Olshan Chief Executive Officer and President 1.00M 1.40M 2.00M 11.3K 4.41M 45.34%
13 2022 Matthew E. Fernand Chief Legal Officer and Corporate Secretary 425.0K 717.2K 424.6K 12.2K 1.58M 26.89%
14 2022 Eric Dinenberg Chief Operating Officer 400.0K 675.0K 399.6K 12.2K 1.49M 26.88%
15 2022 Amanda Lombard Former Chief Financial Officer 23.1K 23.1K 0.00%
16 2021 Andrea L. Olshan Chief Executive Officer and President 784.6K 1.00M 3.74M 13.5K 5.54M 67.52%
17 2021 Eric Dinenberg Chief Operating Officer 364.2K 110.0K 429.9K 399.6K 13.5K 1.32M 32.64%
18 2021 Matthew E. Fernand Chief Legal Officer and Corporate Secretary 425.0K 215.0K 122.7K 424.6K 13.5K 1.20M 10.22%
19 2021 Amanda Lombard Former Chief Financial Officer 400.0K 215.0K 88.0K 424.6K 13.5K 1.14M 7.71%
20 2020 Benjamin Schall Former Chief Executive Officer and President 538.5K 1.71M 43.8K 2.29M 74.56%
21 2020 Ken Lombard Chief Operating Officer and Executive Vice President 434.9K 168.8K 344.2K 13.5K 961.4K 35.81%
22 2020 Matthew E. Fernand Chief Legal Officer and Corporate Secretary 405.3K 209.1K 218.9K 21.0K 854.3K 25.62%
23 2020 Matthew E. Fernand General Counsel, Executive Vice President, and Secretary 405.3K 209.1K 218.9K 21.0K 854.3K 25.62%
24 2020 Brian Dickman Former Chief Financial Officer and Executive Vice President 429.2K 344.2K 24.9K 798.3K 43.12%
25 2020 Mary Rottler Executive Vice President of Leasing and Operations 372.0K 97.5K 138.3K 19.9K 627.7K 22.03%
26 2020 Amanda Lombard Former Chief Financial Officer 292.0K 51.1K 78.4K 11.9K 433.3K 18.09%
27 2020 Amanda Lombard Chief Financial Officer and Executive Vice President 292.0K 51.1K 78.4K 11.9K 433.3K 18.09%
28 2019 Benjamin Schall Former Chief Executive Officer and President 875.0K 1.71M 1.23M 289.9K 4.10M 41.65%
29 2019 Benjamin Schall Chief Executive Officer and President 875.0K 1.71M 1.23M 289.9K 4.10M 41.65%
30 2019 Brian Dickman Former Chief Financial Officer and Executive Vice President 45.0K 360.0K 340.9K 24.8K 1.18M 30.62%
31 2019 Brian Dickman Chief Financial Officer and Executive Vice President 450.0K 360.0K 340.9K 24.8K 1.18M 30.62%
32 2019 Ken Lombard Chief Operating Officer and Executive Vice President 450.0K 360.0K 340.9K 8.5K 1.16M 31.05%
33 2019 Matthew E. Fernand General Counsel, Executive Vice President, and Secretary 425.0K 233.7K 321.9K 24.2K 1.00M 23.26%
34 2019 Mary Rottler Executive Vice President of Leasing and Operations 390.0K 142.3K 197.9K 20.0K 750.3K 18.97%
35 2019 James Bry Executive Vice President of Development and Construction 390.0K 107.2K 197.9K 14.8K 710.0K 15.11%
36 2018 Benjamin Schall Former Chief Executive Officer and President 875.0K 6.66M 1.26M 84.6K 8.87M 75.03%
37 2018 Benjamin Schall Chief Executive Officer and President 875.0K 6.66M 1.26M 84.6K 8.87M 75.03%
38 2018 Brian Dickman Former Chief Financial Officer and Executive Vice President 450.0K 971.9K 348.8K 20.6K 1.79M 54.26%
39 2018 Brian Dickman Chief Financial Officer and Executive Vice President 450.0K 971.9K 348.8K 20.6K 1.79M 54.26%
40 2018 Matthew E. Fernand General Counsel, Executive Vice President and Secretary 425.0K 850.0K 329.4K 18.0K 1.62M 52.39%
41 2018 Matthew E. Fernand General Counsel, Executive Vice President, and Secretary 425.0K 850.0K 329.4K 18.0K 1.62M 52.39%
42 2018 Ken Lombard Chief Operating Officer and Executive Vice President 276.9K 300.0K 300.0K 348.8K 1.6K 1.23M 24.44%
43 2018 Mary Rottler Executive Vice President of Leasing and Operations 390.0K 593.4K 204.8K 14.7K 1.20M 49.33%
44 2018 James Bry Executive Vice President of Development and Construction 390.0K 565.6K 204.8K 13.6K 1.17M 48.18%
45 2017 Benjamin Schall Chief Executive Officer and President 850.0K 1.51M 1.17M 57.6K 3.59M 42.10%
46 2017 Brian Dickman Chief Financial Officer and Executive Vice President 425.0K 467.2K 345.3K 17.0K 1.25M 37.24%
47 2017 Matthew Fernand General Counsel, Executive Vice President, and Secretary 400.0K 325.0K 325.0K 15.2K 1.07M 30.51%
48 2017 Matthew E. Fernand General Counsel, Executive Vice President, and Secretary 400.0K 325.0K 325.0K 15.2K 1.07M 30.51%
49 2017 Matthew E. Fernand General Counsel, Executive Vice President and Secretary 400.0K 325.0K 325.0K 15.2K 1.07M 30.51%
50 2017 Mary Rottler Executive Vice President of Leasing and Operations 370.0K 167.3K 208.1K 12.8K 758.2K 22.06%
51 2017 James Bry Executive Vice President of Development and Construction 370.0K 167.3K 208.1K 11.1K 756.4K 22.11%
52 2016 Benjamin Schall Chief Executive Officer and President 850.0K 1.41M 68.2K 2.33M 0.00%
53 2016 Brian Dickman Chief Financial Officer and Executive Vice President 425.0K 318.7K 382.5K 6.0K 1.13M 28.15%
54 2016 Mary Rottler Executive Vice President of Leasing and Operations 350.0K 125.0K 247.5K 236.5K 75.2K 1.03M 23.93%
55 2016 Matthew E. Fernand General Counsel, Executive Vice President and Secretary 400.0K 200.0K 360.0K 13.7K 973.7K 20.54%
56 2016 Matthew Fernand General Counsel, Executive Vice President, and Secretary 400.0K 200.0K 360.0K 13.7K 973.7K 20.54%
57 2016 James Bry Executive Vice President of Development and Construction 350.0K 87.5K 236.5K 9.9K 683.9K 12.79%
58 2015 Benjamin Schall Chief Executive Officer and President 539.4K 1.06M 8.29M 59.6K 9.95M 83.31%
59 2015 Matthew Fernand General Counsel, Executive Vice President, and Secretary 215.4K 450.0K 354.2K 2.7K 1.02M 34.65%
60 2015 Matthew E. Fernand General Counsel, Executive Vice President, and Secretary 215.4K 450.0K 354.2K 2.7K 1.02M 34.65%
61 2015 Brian Dickman Chief Financial Officer and Executive Vice President 147.1K 568.8K 252.9K 41.3K 1.01M 25.04%
62 2015 Mary Rottler Executive Vice President of Leasing and Operations 181.7K 425.0K 202.4K 1.7K 810.8K 24.96%
63 2015 James Bry Executive Vice President of Development and Construction 195.2K 325.0K 101.2K 1.1K 622.5K 16.25%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A
2024-04-23 DEFA14A
2024-04-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2026-04-27 ARS
2026-04-20 8-K
2026-04-07 SC 13G/A
2026-04-01 4
2026-03-31 8-K
2026-03-31 10-K
2026-03-27 SC 13G/A
2026-02-25 8-K

Executive team

NameTitleCompensationGender
Matthew E. Fernand Chief Legal Officer & Corporate Secretary 2M male
Eric Dinenberg Chief Operating Officer 2M male
Adam Metz CEO, President & Chairman 822.6K male
John Andrew Garilli Interim Chief Financial Officer male
Nino Cammalleri Senior Vice President & Real Estate Counsel male
ESG Rating
B
REIT - RETAIL
Rank: 14 out of 39
2025
E (Environmental)
59.1 / 61.2
Company / Sector avg.
S (Social)
60.8 / 65.0
Company / Sector avg.
G (Governance)
63.9 / 68.1
Company / Sector avg.
ESG Total
61.3 / 64.7
Company / Sector avg.
ESG Score History REIT - RETAIL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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