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Sunrise Realty Trust, Inc. (SUNS)

USD8.30 +0.04 (+0.48%)
US NASDAQ Real Estate REIT - Residential
Address 525 Okeechobee Blvd Suite 1650 33401
West Palm Beach, FL, US
CEO Brian Sedrish
IPO 2011-02-25
CIK 2012706 ISIN US8679811021

Explore sections of this company profile

Description

Established in 2017, Sunrise Realty Trust has consistently addressed the increasing demand for new properties and development projects within Canada's rental sector. The company distinguishes itself through unwavering integrity and a steadfast commitment to delivering exceptional, high-quality outcomes. Its expert team collaborates closely with both capital providers and property owners to consistently achieve results that surpass all expectations.

News Sentiment (7d)
80 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD8.30 +0.04 (+0.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
114.4K
Beta
1.10
Float Shares
9.66M
Free Float %
71.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.12% +3.66% +1.67% -15.10% -17.31% -15.91% -28.49% -27.91% -27.91% -27.91% -27.91%
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 (8 ratings, all time) Hold
Price Targets & DCF
Current price
8.30
Low 14.50 +74.7%
Consensus 15.25 +83.7%
Median 15.25 +83.7%
High 16.00 +92.8%
DCF (Unlevered) 41.50 +400.0%

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) 75% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 4
15.75
+89.8%
Quality scores
Altman Z-Score
0.72
Distress
Piotroski F-Score
3 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
1 / 5
Low
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
  • Revenue growth
    +148.1% Q1'26: +107.2% (vs Q1'25)
  • EPS growth
    -5.0% Q1'26: +14.3% (vs Q1'25)
  • FCF margin
    Q1'26: +11.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +70.3% (vs Q1'25)
  • ROIC
    Q1'26: +9.1% (vs Q1'25)
  • Share dilution
    +86.9% Q1'26: +18.8% (vs Q1'25)
  • Debt / EBITDA
    7.20× Q1'26: 4.83× (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 (0.89) × ERP
WACC = 45% × Ke + 55% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 41.50 Current price: 8.30
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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
1 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
2 EPS Ana.
Revenue
19.71M
est.
20.77M
est.
23.51M
est.
26.60M
est.
26.84M
est.
31.50M
est.
39.50M
est.
41.57M
est.
30.59M
est.
29.20M
est.
36.61M
est.
734.2K
est: 44.61M (-98.4%)
10.63M
est: 7.47M (+42.4%)
26.37M
est: 24.42M (+8.0%)
27.95M
26.80M – 29.10M
+14.5% YoY
29.49M
27.64M – 31.34M
+5.5% YoY
EBITDA
14.35M
est.
14.50M
est.
15.03M
est.
5.92M
est.
8.67M
est.
26.57M
est.
21.64M
est.
34.86M
est.
20.32M
est.
28.99M
est.
31.89M
est.
est: 35.07M (-100.0%)
6.87M
est: 7.26M (-5.4%)
16.94M
est: 23.75M (-28.7%)
27.19M
26.07M – 28.30M
+14.5% YoY
28.69M
26.89M – 30.48M
+5.5% YoY
EBIT
9.13M
est.
18.50M
est.
11.53M
est.
1.48M
est.
23.99M
est.
22.82M
est.
13.66M
est.
23.86M
est.
-2.94M
est.
9.44M
est.
11.83M
est.
est: 14.41M (-100.0%)
6.87M
est: 7.26M (-5.4%)
16.94M
est: 23.75M (-28.7%)
27.19M
26.07M – 28.30M
+14.5% YoY
28.69M
26.89M – 30.48M
+5.5% YoY
Net Income
12.91M
est.
13.16M
est.
11.53M
est.
1.48M
est.
23.99M
est.
22.82M
est.
13.66M
est.
23.86M
est.
12.56M
est.
20.86M
est.
22.95M
est.
703.9K
est: 703.9K (+0.0%)
6.87M
est: 8.21M (-16.3%)
12.14M
est: 15.96M (-23.9%)
14.74M
13.82M – 16.27M
-7.6% YoY
16.12M
14.28M – 16.81M
+9.4% YoY
SGA
3.53M
est.
2.53M
est.
1.96M
est.
1.79M
est.
633.4K
est.
756.8K
est.
1.61M
est.
477.8K
est.
-664.1K
est.
2.57M
est.
2.83M
est.
30.4K
est: 3.11M (-99.0%)
2.90M
est: 1.15M (+151.8%)
3.93M
est: 3.77M (+4.1%)
4.32M
4.14M – 4.50M
+14.5% YoY
4.56M
4.27M – 4.84M
+5.5% YoY
EPS
1.15
est.
1.29
est.
1.28
est.
1.43
est.
1.39
est.
1.34
est.
1.39
est.
1.50
est.
1.23
est.
1.27
est.
1.13
est.
0.01
est: 1.21 (-99.0%)
1.01
est: 0.65 (+56.6%)
0.95
est: 1.21 (-21.2%)
1.18
1.08 – 1.27
-2.3% YoY
1.22
1.12 – 1.32
+3.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 A- 4/5 1/5 4/5 5/5 3/5 3/5 4/5
2026-05-14 B+ 3/5 1/5 3/5 4/5 3/5 3/5 4/5
2026-05-13 A- 4/5 1/5 4/5 5/5 3/5 3/5 4/5
2026-05-12 A- 4/5 1/5 4/5 5/5 3/5 3/5 4/5
2026-05-11 A- 4/5 1/5 4/5 5/5 3/5 3/5 4/5
2026-05-08 B+ 3/5 1/5 3/5 5/5 3/5 3/5 4/5
2026-05-07 B+ 3/5 1/5 3/5 5/5 3/5 3/5 4/5
2026-05-06 B+ 3/5 1/5 3/5 5/5 3/5 3/5 4/5
2026-05-05 B+ 3/5 1/5 3/5 5/5 3/5 3/5 4/5
2026-05-04 B+ 3/5 1/5 3/5 5/5 3/5 3/5 4/5
2026-05-01 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-30 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-29 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-28 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-27 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-24 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-23 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-22 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-21 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-20 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-17 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5
2026-04-16 B+ 3/5 1/5 3/5 5/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
34
Total invested
12.58M
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 JPMORGAN CHASE & CO.13-2624428 816.3K 5.00% 301.1K 816.3K HC Delaware 2022-01-28
2 JACK SILVER 741.1K 6.40% 733.3K 7.8K 733.3K IN UNITED STATES 2014-10-22
3 Wasatch Advisors LP 87-0319391 616.8K 9.00% 616.8K 616.8K IA 2024-11-14
4 (1) BlackRock, Inc. 492.1K 7.10% 485.1K HC Delaware 2024-11-08
5 inc. profit sharing plan 351.8K 3.00% 351.8K 351.8K EP UNITED STATES 2014-10-22
6 LP 139.9K 1.20% 139.9K 139.9K PN UNITED STATES 2014-10-22
7 ROMY SILVER ROTH LLC 58.3K 0.50% 58.3K 58.3K PN UNITED STATES 2014-10-22
8 LEIGH SILVER ROTH LLC 58.3K 0.50% 58.3K 58.3K PN UNITED STATES 2014-10-22
9 l.p. 40.0K 0.40% 40.0K 40.0K PN UNITED STATES 2014-10-22
10 inc. defined benefit pension plan 7.8K 0.10% 7.8K EP UNITED STATES 2014-10-22

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
34
-37 vs prev Q
New positions
10
Closed positions
46
Increased
14
Reduced
9
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 BLACKROCK, INC. 664.7K +23.1K (+3.6%) 6.27M -398.6K (-6.0%) 5.02% +0.170 pp 0.00% +0.000 pp USD13.19 -28.5% 6 qtrs
2 WASATCH ADVISORS LP 593.8K -141.0K (-19.2%) 5.60M -2.0M (-26.7%) 4.48% -1.069 pp 0.03% -0.008 pp USD13.22 -28.7% 6 qtrs
3 VANGUARD GROUP INC 585.3K -3.3K (-0.6%) 5.52M -595.8K (-9.7%) 4.42% -0.028 pp 0.00% +0.000 pp USD12.55 -24.9% 6 qtrs
4 GRATIA CAPITAL, LLC 453.8K +— (+0.0%) 4.28M -435.7K (-9.2%) 3.43% -0.003 pp 3.19% -0.192 pp USD10.98 -14.1% 4 qtrs
5 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC 440.6K -50.4K (-10.3%) 4.16M -947.2K (-18.6%) 3.33% -0.384 pp 0.45% -0.126 pp USD11.06 -14.7% 4 qtrs
6 PACIFIC RIDGE CAPITAL PARTNERS, LLC 352.1K -20.7K (-5.5%) 3.32M -552.9K (-14.3%) 2.66% -0.159 pp 0.73% -0.122 pp USD10.77 -12.4% 4 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 252.7K +19.6K (+8.4%) 2.38M -39.3K (-1.6%) 1.91% +0.146 pp 0.00% +0.000 pp USD12.47 -24.4% 6 qtrs
8 RAYMOND JAMES FINANCIAL INC 172.0K +39.1K (+29.4%) 1.62M +241.1K (+17.5%) 1.30% +0.294 pp 0.00% +0.000 pp USD10.70 -11.9% 4 qtrs
9 STATE STREET CORP 151.7K -696.0 (-0.5%) 1.48M -154.0K (-9.5%) 1.15% -0.006 pp 0.00% +0.000 pp USD13.75 -31.4% 6 qtrs
10 PENSERRA CAPITAL MANAGEMENT LLC 117.8K +117.8K (+100.0%) 1.11M +1.1M (+100.0%) 0.89% +0.890 pp 0.01% +0.013 pp USD9.43 +0.0% 1 qtrs NEW
11 CAPTION MANAGEMENT, LLC 100.0K -945.8K (-90.4%) 943.0K -9.9M (-91.3%) 0.75% -7.146 pp 0.01% -0.078 pp USD11.07 -14.8% 4 qtrs
12 MARSHALL WACE, LLP 97.2K -15.7K (-13.9%) 916.4K -256.0K (-21.8%) 0.73% -0.119 pp 0.00% 0.000 pp USD11.73 -19.6% 5 qtrs
13 STIFEL FINANCIAL CORP 77.7K +5.8K (+8.0%) 732.7K -14.7K (-2.0%) 0.59% +0.043 pp 0.00% +0.000 pp USD10.51 -10.3% 3 qtrs
14 NORTHERN TRUST CORP 70.6K -8.4K (-10.6%) 666.1K -154.8K (-18.9%) 0.53% -0.064 pp 0.00% +0.000 pp USD12.74 -26.0% 6 qtrs
15 CORSAIR CAPITAL MANAGEMENT, L.P. 50.7K +40.7K (+407.0%) 478.1K +374.2K (+360.2%) 0.38% +0.307 pp 0.07% +0.057 pp USD9.66 -2.4% 3 qtrs
16 RENAISSANCE TECHNOLOGIES LLC 47.0K +18.9K (+67.3%) 443.2K +151.3K (+51.8%) 0.35% +0.143 pp 0.00% +0.000 pp USD11.44 -17.6% 5 qtrs
17 ACADIAN ASSET MANAGEMENT LLC 46.1K -44.9K (-49.4%) 433.0K -511.0K (-54.1%) 0.35% -0.340 pp 0.00% -0.001 pp USD11.03 -14.5% 4 qtrs
18 QUANTINNO CAPITAL MANAGEMENT LP 41.4K +19.1K (+85.3%) 390.8K +158.4K (+68.2%) 0.31% +0.144 pp 0.00% +0.000 pp USD9.95 -5.2% 2 qtrs
19 MARINER, LLC 34.4K +10.2K (+42.3%) 324.0K +73.2K (+29.2%) 0.26% +0.077 pp 0.00% +0.000 pp USD10.18 -7.4% 3 qtrs
20 BANK OF NEW YORK MELLON CORP 31.0K -2.3K (-6.8%) 292.7K -53.5K (-15.4%) 0.23% -0.017 pp 0.00% +0.000 pp USD13.07 -27.9% 6 qtrs
21 MORGAN STANLEY 29.7K +2.6K (+9.6%) 280.4K -1.4K (-0.5%) 0.22% +0.020 pp 0.00% +0.000 pp USD13.06 -27.8% 6 qtrs
22 GOLDMAN SACHS GROUP INC 28.2K +10.4K (+58.6%) 266.4K +81.4K (+44.0%) 0.21% +0.079 pp 0.00% +0.000 pp USD11.20 -15.8% 6 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 28.1K +20.0 (+0.1%) 264.9K -26.8K (-9.2%) 0.21% +0.000 pp 0.00% +0.000 pp USD12.97 -27.3% 6 qtrs
24 BARCLAYS PLC 22.2K +14.8K (+200.1%) 209.2K +102.8K (+96.7%) 0.17% +0.112 pp 0.00% +0.000 pp USD10.47 -9.9% 6 qtrs
25 ADVISOR GROUP HOLDINGS, INC. 16.9K +1.1K (+7.1%) 159.8K -6.1K (-3.7%) 0.13% +0.008 pp 0.00% +0.000 pp USD10.55 -10.6% 6 qtrs
26 ALLIANCEBERNSTEIN L.P. 15.7K +— (+0.0%) 147.8K -15.0K (-9.2%) 0.12% 0.000 pp 0.00% +0.000 pp USD10.57 -10.8% 3 qtrs
27 CITADEL ADVISORS LLC 14.7K -561.0 (-3.7%) 138.6K -19.9K (-12.6%) 0.11% -0.004 pp 0.00% +0.000 pp USD10.60 -11.0% 5 qtrs
28 JPMORGAN CHASE & CO 14.6K -563.0 (-3.7%) 137.9K -19.9K (-12.6%) 0.11% -0.004 pp 0.00% +0.000 pp USD14.24 -33.8% 6 qtrs
29 ROYAL BANK OF CANADA 13.8K +1.5K (+12.5%) 130.0K +3.0K (+2.4%) 0.10% +0.012 pp 0.00% +0.000 pp USD10.68 -11.7% 6 qtrs
30 NUVEEN, LLC 13.5K +— (+0.0%) 127.6K -13.0K (-9.2%) 0.10% 0.000 pp 0.00% +0.000 pp USD11.07 -14.8% 4 qtrs
31 TWO SIGMA INVESTMENTS, LP 13.3K -7.1K (-34.8%) 125.5K -86.6K (-40.8%) 0.10% -0.054 pp 0.00% 0.000 pp USD11.07 -14.8% 4 qtrs
32 RMB CAPITAL MANAGEMENT, LLC 12.7K +— (+0.0%) 123.6K -12.2K (-9.0%) 0.10% 0.000 pp 0.00% 0.000 pp USD10.60 -11.0% 3 qtrs
33 RHUMBLINE ADVISERS 12.9K +5.0 (+0.0%) 121.7K -12.3K (-9.2%) 0.10% +0.000 pp 0.00% +0.000 pp USD12.93 -27.1% 6 qtrs
34 JONES FINANCIAL COMPANIES LLLP 11.9K +11.0K (+1,216.7%) 111.7K +101.9K (+1,031.8%) 0.09% +0.083 pp 0.00% +0.000 pp USD9.50 -0.7% 2 qtrs
35 REGISTER FINANCIAL ADVISORS LLC 11.7K +— (+0.0%) 110.3K -11.2K (-9.2%) 0.09% 0.000 pp 0.04% -0.005 pp USD10.60 -11.0% 3 qtrs
36 WELLS FARGO & COMPANY/MN 11.4K +3.6K (+46.2%) 107.4K +26.5K (+32.7%) 0.09% +0.027 pp 0.00% +0.000 pp USD11.41 -17.4% 6 qtrs
37 BANK OF AMERICA CORP /DE/ 7.3K +4.3K (+144.9%) 68.9K +37.9K (+122.3%) 0.06% +0.033 pp 0.00% +0.000 pp USD11.41 -17.4% 6 qtrs
38 SPIRE WEALTH MANAGEMENT 5.6K -833.0 (-13.0%) 52.8K -14.0K (-21.0%) 0.04% -0.006 pp 0.00% -0.001 pp USD14.08 -33.0% 5 qtrs
39 DEUTSCHE BANK AG\ 5.0K +— (+0.0%) 47.2K -4.8K (-9.2%) 0.04% +0.000 pp 0.00% +0.000 pp USD14.39 -34.5% 6 qtrs
40 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.8K -266.0 (-5.2%) 45.4K -7.4K (-14.0%) 0.04% -0.002 pp 0.00% +0.000 pp USD12.82 -26.4% 6 qtrs
41 CITIGROUP INC 4.3K +4.1K (+3,542.7%) 40.2K +39.0K (+3,205.2%) 0.03% +0.031 pp 0.00% +0.000 pp USD9.53 -1.0% 6 qtrs
42 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.5K +— (+0.0%) 33.3K -3.4K (-9.2%) 0.03% +0.000 pp 0.00% +0.000 pp USD12.35 -23.6% 5 qtrs
43 NATIONAL BANK OF CANADA /FI/ 3.1K +3.1K (+100.0%) 28.9K +28.9K (+100.0%) 0.02% +0.023 pp 0.00% +0.000 pp USD9.43 +0.0% 1 qtrs NEW
44 BNP PARIBAS ARBITRAGE, SNC 2.4K +451.0 (+23.7%) 22.2K +2.4K (+12.3%) 0.02% +0.003 pp 0.00% +0.000 pp USD11.64 -19.0% 6 qtrs
45 NEW YORK STATE COMMON RETIREMENT FUND 2.2K +— (+0.0%) 21.1K -2.1K (-9.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD14.39 -34.5% 6 qtrs
46 NISA INVESTMENT ADVISORS, LLC 1.7K -1.3K (-42.3%) 16.9K -15.3K (-47.5%) 0.01% -0.010 pp 0.00% 0.000 pp USD12.94 -27.1% 6 qtrs
47 UBS GROUP AG 1.7K -3.6K (-67.5%) 16.4K -39.2K (-70.5%) 0.01% -0.027 pp 0.00% +0.000 pp USD12.54 -24.8% 6 qtrs
48 STATE OF ALASKA, DEPARTMENT OF REVENUE 1.2K +1.2K (+100.0%) 11.0K +11.0K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD9.43 +0.0% 1 qtrs NEW
49 STRS OHIO 1.1K +— (+0.0%) 10.4K -1.1K (-9.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD14.39 -34.5% 6 qtrs
50 TOWER RESEARCH CAPITAL LLC (TRC) 1.1K +9.0 (+0.8%) 10.4K -961.0 (-8.5%) 0.01% +0.000 pp 0.00% 0.000 pp USD12.08 -21.9% 6 qtrs
51 LEGAL & GENERAL GROUP PLC 905.00 +— (+0.0%) 8.5K -869.0 (-9.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD13.02 -27.6% 6 qtrs
52 RUSSELL INVESTMENTS GROUP, LTD. 842.00 +— (+0.0%) 7.9K -808.0 (-9.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD14.39 -34.5% 6 qtrs
53 GAMMA INVESTING LLC 756.00 +548.0 (+263.5%) 7.1K +5.0K (+229.9%) 0.01% +0.004 pp 0.00% +0.000 pp USD10.08 -6.4% 6 qtrs
54 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 625.00 -12.0 (-1.9%) 5.9K -724.0 (-10.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD10.39 -9.2% 6 qtrs
55 STERLING CAPITAL MANAGEMENT LLC 586.00 -115.0 (-16.4%) 5.5K -1.8K (-24.1%) 0.00% -0.001 pp 0.00% +0.000 pp USD11.37 -17.1% 6 qtrs
56 AMERITAS INVESTMENT PARTNERS, INC. 539.00 +— (+0.0%) 5.1K -517.0 (-9.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.39 -34.5% 6 qtrs
57 FMR LLC 469.00 -673.0 (-58.9%) 4.4K -7.4K (-62.7%) 0.00% -0.005 pp 0.00% +0.000 pp USD11.16 -15.5% 6 qtrs
58 NEWBRIDGE FINANCIAL SERVICES GROUP, INC. 399.00 +— (+0.0%) 3.8K -383.0 (-9.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.08 -33.0% 5 qtrs
59 VERSANT CAPITAL MANAGEMENT, INC 319.00 +319.0 (+100.0%) 3.0K +3.0K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD9.43 +0.0% 1 qtrs NEW
60 CWM, LLC 306.00 -116.0 (-27.5%) 3.0K -1.0K (-25.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD10.41 -9.4% 5 qtrs
61 AMALGAMATED BANK 319.00 -41.0 (-11.4%) 3.0K -1.0K (-25.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD12.76 -26.1% 6 qtrs
62 SRS CAPITAL ADVISORS, INC. 175.00 -562.0 (-76.3%) 1.7K -6.0K (-78.4%) 0.00% -0.004 pp 0.00% 0.000 pp USD10.39 -9.2% 6 qtrs
63 OPTIVER HOLDING B.V. 150.00 +— (+0.0%) 1.4K -144.0 (-9.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.39 -9.2% 2 qtrs
64 FLAGSHIP HARBOR ADVISORS, LLC 149.00 +149.0 (+100.0%) 1.4K +1.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD9.43 +0.0% 1 qtrs NEW
65 TRUVESTMENTS CAPITAL LLC 26.00 +— (+0.0%) 245.00 -25.0 (-9.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.38 -34.4% 6 qtrs
66 PNC FINANCIAL SERVICES GROUP, INC. 10.00 -2.2K (-99.6%) 94.00 -23.1K (-99.6%) 0.00% -0.017 pp 0.00% +0.000 pp USD11.00 -14.3% 6 qtrs
67 EVERSOURCE WEALTH ADVISORS, LLC 5.00 -1.2K (-99.6%) 47.00 -12.1K (-99.6%) 0.00% -0.009 pp 0.00% -0.001 pp USD10.20 -7.5% 5 qtrs
68 IFP ADVISORS, INC 4.00 -2.0 (-33.3%) 38.00 -24.0 (-38.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.25 -8.0% 2 qtrs
69 ALLWORTH FINANCIAL LP 3.00 +3.0 (+100.0%) 29.00 +29.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.33 +1.1% 1 qtrs NEW
70 INVESCO LTD. -11.7K (-100.0%) -121.6K (-100.0%) 0.00% -0.088 pp 0.00% +0.000 pp USD 6 qtrs SOLD
71 EMPIRICAL FINANCE, LLC -24.7K (-100.0%) -257.0K (-100.0%) 0.00% -0.187 pp 0.00% -0.012 pp USD 3 qtrs SOLD
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP -28.2K (-100.0%) -293.0K (-100.0%) 0.00% -0.213 pp 0.00% +0.000 pp USD 4 qtrs SOLD
73 JANE STREET GROUP, LLC -10.1K (-100.0%) -104.6K (-100.0%) 0.00% -0.076 pp 0.00% +0.000 pp USD 3 qtrs SOLD
74 CETERA INVESTMENT ADVISERS -10.2K (-100.0%) -105.5K (-100.0%) 0.00% -0.077 pp 0.00% 0.000 pp USD 2 qtrs SOLD
75 CATALYST CAPITAL ADVISORS LLC -8.7K (-100.0%) -90.0K (-100.0%) 0.00% -0.066 pp 0.00% -0.002 pp USD 6 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 16 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Hoya Capital High Dividend Yield ETF RIET 1.14% 1.22M 0.50%
2 iShares Micro-Cap ETF IWC 0.02% 273.3K 0.60%
3 Vanguard Russell 2000 Value ETF VTWV 0.01% 65.0K 0.06%
4 Vanguard Russell 2000 ETF VTWO 0.00% 449.7K 0.06%
5 Vanguard Extended Market ETF VXF 0.00% 961.5K 0.05%
6 Vanguard Russell 3000 ETF VTHR 0.00% 7.9K 0.06%
7 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 1.3K 0.17%
8 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 6.3K 0.03%
9 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 17.2K 0.17%
10 Vanguard Total Stock Market ETF VTI 0.00% 2.94M 0.03%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
8
Sells
0
Shares acquired
225.0K
Shares disposed
Cash buys
8.00
Cash sales
Net activity
+225,000
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
2026-02-19 Tannenbaum Robyn Officer A-Award A Common Stock 13,384 9.34 125.0K 46,516 D
2026-02-19 TANNENBAUM LEONARD M Director / Officer / 10% Owner A-Award A Common Stock 13,384 9.34 125.0K 3,024,610 D
2026-02-19 SEDRISH BRIAN Director / Officer A-Award A Common Stock 14,276 9.34 133.3K 50,639 D
2026-02-19 Hetzel Brandon Officer A-Award A Common Stock 12,045 9.34 112.5K 25,287 D
2026-02-19 Fagan James C. Director A-Award A Common Stock 1,071 9.34 10.0K 11,664 D
2026-02-19 FRANK ALEXANDER C Director A-Award A Common Stock 1,071 9.34 10.0K 10,907 D
2026-02-19 Bond Jodi Hanson Director A-Award A Common Stock 1,071 9.34 10.0K 22,299 D
2025-12-31 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 100,000 9.40 940.0K 585,681 I
2025-12-31 FRANK ALEXANDER C Director 0 0.00 0
2025-12-30 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 37,000 9.77 361.5K 485,681 I
2025-11-24 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 13,000 9.72 126.4K 3,011,226 D
2025-11-20 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 21,408 9.39 201.0K 2,998,226 D
2025-11-19 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 3,592 9.48 34.1K 2,976,818 D
2025-11-18 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 17,790 9.45 168.1K 2,973,226 D
2025-11-17 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 17,500 9.61 168.2K 2,955,436 D
2025-11-14 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 14,710 9.38 138.0K 2,937,936 D
2025-08-26 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 10.79 107.9K 2,923,226 D
2025-08-22 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 20,200 11.00 222.2K 2,913,226 D
2025-08-20 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 10,411 10.42 108.5K 2,893,026 D
2025-08-15 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 4,406 10.50 46.3K 2,882,615 D
2025-08-12 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 32,275 10.48 338.2K 2,878,209 D
2025-08-11 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 20,900 10.17 212.6K 2,845,934 D
2025-06-16 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 6,000 10.86 65.2K 2,825,034 D
2025-06-03 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 9,077 10.88 98.8K 2,819,034 D
2025-06-02 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 28,500 10.59 301.8K 448,681 I
2025-05-16 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 14,741 10.55 155.5K 2,809,957 D
2025-05-15 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 10.39 103.9K 2,795,216 D
2025-05-08 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 10.48 104.8K 2,785,216 D
2025-04-30 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 35,903 10.53 378.1K 2,775,216 D
2025-04-29 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 10.65 106.5K 2,739,313 D
2025-04-28 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 5,122 10.30 52.8K 2,729,313 D
2025-04-25 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 5,000 10.00 50.0K 2,724,191 D
2025-04-24 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 7,869 9.99 78.6K 2,719,191 D
2025-03-31 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 44,065 10.89 479.9K 2,711,322 D
2025-03-28 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 17,495 11.17 195.4K 2,667,257 D
2025-03-26 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 25,959 11.25 292.0K 2,649,762 D
2025-03-19 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 80,514 11.26 906.6K 2,623,803 D
2025-03-17 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 50,000 11.03 551.5K 2,543,289 D
2025-03-14 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 24,007 11.00 264.1K 2,493,289 D
2025-03-13 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 25,000 11.06 276.5K 2,469,282 D
2025-03-11 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 10,000 10.83 108.3K 2,444,282 D
2025-03-10 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 69 10.80 745.20 2,434,282 D
2025-03-07 FRANK ALEXANDER C Director P-Purchase A Common Stock 4,400 11.30 49.7K 9,137 D
2025-01-29 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 1,000,000 12.00 12.00M 2,434,213 D
2024-12-20 Fagan James C. Director P-Purchase A Common Stock 3,400 13.18 44.8K 10,593 D
2024-12-19 Tannenbaum Robyn Officer A-Award A Common Stock 7,605 13.15 100.0K 33,132 D
2024-12-19 TANNENBAUM LEONARD M Director / Officer / 10% Owner A-Award A Common Stock 60,837 13.15 800.0K 1,434,213 D
2024-12-19 Hetzel Brandon Officer A-Award A Common Stock 5,704 13.15 75.0K 13,242 D
2024-12-19 Fagan James C. Director P-Purchase A Common Stock 619 13.15 8.1K 7,193 D
2024-12-19 FRANK ALEXANDER C Director A-Award A Common Stock 761 13.15 10.0K 4,737 D
2024-12-19 Bond Jodi Hanson Director A-Award A Common Stock 761 13.15 10.0K 21,228 D
2024-12-18 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 39,000 13.42 523.4K 1,373,376 D
2024-12-17 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 15,803 13.47 212.9K 1,334,376 D
2024-12-16 TANNENBAUM LEONARD M Director / Officer / 10% Owner P-Purchase A Common Stock 47,810 13.39 640.2K 1,318,573 D
2024-08-28 Tannenbaum Robyn Officer P-Purchase A Common Stock 15,000 13.66 204.9K 15,000
2024-07-08 AFC Gamma, Inc. 10% Owner J-Other D Common Stock 6,889,031 0.00 0
2024-07-02 AFC Gamma, Inc. 10% Owner D Common Stock 0 0.00 100
2022-04-01 Talarico Guy Officer 0 0.00 0
2022-04-01 PETEKA RICHARD Officer D-Return D Common Stock 6,250 0.01 62.50 0
2022-04-01 GROSS MICHAEL S Director / Officer A-Award A Restricted Stock Units 100,374 0.00 0
2021-03-02 GROSS MICHAEL S Director / Officer M-Exempt D Common Stock 23,379 0.00 638,656
2021-03-01 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 8,457 15.36 129.9K 662,035
2020-09-03 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 2,635 13.16 34.7K 243,087
2020-09-02 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,844 13.20 50.7K 240,452
2020-09-01 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 2,635 13.15 34.7K 653,578
2020-08-31 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 96 13.11 1.3K 650,943
2020-08-28 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,500 13.15 46.0K 650,847
2020-08-27 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 10,769 13.13 141.4K 647,347
2020-03-02 GROSS MICHAEL S Director / Officer A-Award D Restricted Stock Units 43,185 0.00 43,185
2019-03-05 GROSS MICHAEL S Director / Officer E-ExpireShort D Restricted Stock Units 8,860 0.00 46,068
2019-03-01 GROSS MICHAEL S Director / Officer A-Award A Common Stock 24,489 0.00 636,578
2018-03-09 GROSS MICHAEL S Director / Officer A-Award D Restricted Stock Units 36,736 0.00 36,736
2018-03-05 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 5,113 16.74 85.6K 636,578
2018-03-02 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 11,254 16.85 189.6K 631,465
2018-03-01 GROSS MICHAEL S Director / Officer M-Exempt D Common Stock 20,369 0.00 599,842
2017-03-09 GROSS MICHAEL S Director / Officer A-Award D Restricted Stock Units 31,575 0.00 31,575
2017-03-02 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 14,438 17.57 253.7K 620,211
2017-03-01 GROSS MICHAEL S Director / Officer A-Award A Common Stock 17,137 0.00 605,773
2016-04-26 RS Properties I LLC 10% Owner S-Sale D Common Stock 7,602 14.88 113.1K 123,722
2016-04-25 RS Properties I LLC 10% Owner S-Sale D Common Stock 1,600 14.88 23.8K 131,324
2016-04-21 RS Properties I LLC 10% Owner S-Sale D Common Stock 126 14.88 1.9K 132,924
2016-04-20 RS Properties I LLC 10% Owner S-Sale D Common Stock 4,270 14.88 63.5K 133,050
2016-04-18 SILVER JACK 10% Owner S-Sale D Common Stock 4,456 14.86 66.2K 1,027,956
2016-04-15 SILVER JACK 10% Owner S-Sale D Common Stock 4,373 14.76 64.5K 1,032,412
2016-03-08 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,500 13.90 48.7K 231,608
2016-03-02 GROSS MICHAEL S Director / Officer A-Award D Restricted Stock Units 22,211 0.00 22,211
2016-03-01 GROSS MICHAEL S Director / Officer M-Exempt D Restricted Stock Units 7,874 0.00 7,874
2016-02-29 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 6,200 14.01 86.9K 596,526
2015-12-15 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 1,200 14.65 17.6K 228,108
2015-12-11 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 6,800 14.65 99.6K 226,908
2015-12-09 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 100 14.90 1.5K 220,108
2015-12-03 RS Properties I LLC 10% Owner P-Purchase A Common Stock 19,429 15.88 308.5K 140,908
2015-12-02 RS Properties I LLC 10% Owner P-Purchase A Common Stock 9,631 15.74 151.6K 121,479
2015-11-16 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,000 15.29 45.9K 220,008
2015-11-13 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,000 15.22 45.7K 590,326
2015-11-02 SILVER JACK 10% Owner I Common Stock 0 0.00 28,500
2015-09-09 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,900 14.85 57.9K 587,326
2015-09-08 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,900 14.87 58.0K 583,426
2015-08-27 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 1,428 14.90 21.3K 579,526
2015-08-26 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 6,000 14.77 88.6K 578,098
2015-08-25 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 2,239 14.77 33.1K 572,098
2015-03-04 GROSS MICHAEL S Director / Officer A-Award D Restricted Stock Units 19,261 0.00 19,261
2015-03-03 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 6,971 16.12 112.4K 569,859
2015-03-02 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 6,986 16.24 113.5K 562,888
2014-12-12 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 10,000 15.00 150.0K 555,902
2014-12-11 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 10,000 15.03 150.3K 545,902
2014-12-10 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 10,000 14.96 149.6K 535,902
2014-12-09 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 10,000 15.00 150.0K 525,902
2014-12-08 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 10,000 15.07 150.7K 515,902
2014-12-05 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 9,750 15.33 149.5K 505,902
2014-12-04 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 9,750 15.20 148.2K 496,152
2014-12-03 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 9,750 15.24 148.6K 486,402
2014-11-26 GROSS MICHAEL S Director / Officer J-Other D Common Stock 44,500 0.00 476,652
2014-11-25 GROSS MICHAEL S Director / Officer A-Award D Restricted Stock Units 15,748 0.00 15,748
2014-03-04 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 8,952 18.33 164.1K 521,152
2014-03-03 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 12,100 18.17 219.9K 512,200
2012-11-15 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 300 17.26 5.2K 217,008
2012-08-24 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 12,200 17.40 212.3K 210,258
2012-08-23 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 523 17.30 9.0K 197,758
2012-08-22 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 12,500 17.40 217.5K 197,235
2012-08-17 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 8,234 17.40 143.3K 184,735
2012-08-15 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 10,500 17.40 182.7K 176,501
2012-08-14 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 9,581 17.40 166.7K 166,001
2012-08-13 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 2,500 17.41 43.5K 156,420
2012-08-10 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 8,750 17.40 152.3K 153,020
2012-08-09 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 7,050 17.50 123.4K 144,270
2012-08-08 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 8,750 17.41 152.3K 135,520
2012-08-07 GROSS MICHAEL S Director / Officer P-Purchase A Common stock 8,750 17.50 153.1K 126,770
2012-08-06 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 6,950 17.26 120.0K 118,020
2012-08-03 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 874 17.12 15.0K 111,070
2012-05-31 PETEKA RICHARD Officer P-Purchase A Common Stock 1,487 16.45 24.5K 6,250
2012-05-31 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 7,900 16.47 130.1K 110,196
2012-05-31 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.42 164.2K 702,084
2012-05-30 PETEKA RICHARD Officer P-Purchase A Common Stock 1,513 16.52 25.0K 4,763
2012-05-30 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 755 16.50 12.5K 102,296
2012-05-29 PETEKA RICHARD Officer P-Purchase A Common Stock 744 16.48 12.3K 3,250
2012-05-29 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.49 164.9K 712,084
2012-05-25 PETEKA RICHARD Officer P-Purchase A Common Stock 2,506 16.52 41.4K 2,506
2012-05-25 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 5,000 16.50 82.5K 101,541
2012-05-25 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,500 16.47 172.9K 722,084
2012-05-24 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 902 16.51 14.9K 96,541
2012-05-23 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,099 16.50 51.1K 95,639
2012-05-21 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 4,434 16.55 73.4K 732,584
2012-05-18 PETEKA RICHARD Officer D Common Stock 0 0.00 0
2012-05-17 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 12,250 16.96 207.8K 737,018
2012-05-15 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 9,000 16.96 152.6K 749,268
2012-05-14 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 11,600 16.97 196.8K 758,268
2012-05-07 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 2,000 16.47 32.9K 92,540
2012-05-07 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 30,000 16.51 495.4K 769,868
2012-05-04 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 22,800 16.62 379.0K 799,868
2012-05-03 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 20,400 16.47 335.9K 822,668
2012-05-02 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 8,800 16.50 145.2K 843,068
2012-04-30 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.01 160.1K 871,868
2012-04-24 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 15.87 158.7K 881,868
2012-04-23 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 20,000 15.76 315.2K 891,868
2012-04-20 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 5,000 15.81 79.0K 911,868
2012-04-19 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 12,000 15.58 187.0K 916,868
2012-04-17 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 6,500 15.77 102.5K 928,868
2012-04-16 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 11,705 15.88 185.9K 935,368
2012-04-10 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 15.98 159.8K 947,073
2012-04-09 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 20,000 15.99 319.9K 957,073
2012-04-05 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.06 160.6K 977,073
2012-04-04 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 12,500 15.96 199.4K 987,073
2012-04-03 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 15,000 16.10 241.4K 999,573
2012-03-29 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.21 162.1K 1,014,573
2012-03-27 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.34 163.4K 1,024,573
2012-03-26 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.25 162.5K 1,034,573
2012-03-23 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 8,938 16.37 146.3K 1,044,573
2012-03-22 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.17 161.7K 1,053,511
2012-03-21 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 4,203 16.51 69.4K 1,073,511
2012-03-20 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 8,000 16.63 133.0K 1,077,714
2012-03-16 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 5,000 16.69 83.5K 1,085,714
2012-03-13 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.88 168.8K 1,090,714
2012-03-05 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 7,000 16.96 118.8K 1,100,714
2012-02-27 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.89 168.9K 1,117,714
2012-02-24 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 5,000 16.96 84.8K 1,127,714
2012-02-23 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 5,000 16.91 84.5K 1,132,714
2012-02-21 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 4,458 16.95 75.6K 1,137,714
2012-02-16 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 14,000 16.97 237.6K 1,142,172
2012-02-13 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 5,923 17.02 100.8K 1,156,172
2012-02-09 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 12,800 17.01 217.7K 1,162,095
2012-02-08 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 2,142 17.20 36.8K 1,174,895
2012-02-07 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 7,238 16.73 121.1K 1,177,037
2012-02-06 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 2,762 16.86 46.6K 1,184,275
2012-01-30 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 10,000 16.66 166.6K 1,187,037
2012-01-24 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 6,000 16.01 96.1K 1,197,037
2012-01-23 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 3,963 16.30 64.6K 1,203,037
2012-01-18 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 700 15.52 10.9K 1,207,632
2012-01-17 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 1,600 15.41 24.7K 1,215,400
2012-01-09 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 8,500 15.86 134.8K 1,218,500
2012-01-05 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 1,829 15.70 28.7K 1,227,787
2012-01-03 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 5,384 15.78 85.0K 1,231,616
2011-12-29 ADAMS STEPHEN 10% Owner S-Sale D Common Stock 13,000 15.45 200.9K 1,237,000
2011-11-30 ADAMS STEPHEN 10% Owner P-Purchase A Common Stock 1,400 15.32 21.4K 10,200
2011-11-17 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 10,000 15.46 154.6K 90,540
2011-11-17 ADAMS STEPHEN 10% Owner P-Purchase A Common Stock 1,500 15.42 23.1K 8,800
2011-11-16 ADAMS STEPHEN 10% Owner P-Purchase A Common Stock 1,700 15.48 26.3K 7,300
2011-11-14 ADAMS STEPHEN 10% Owner P-Purchase A Common Stock 1,000 15.73 15.7K 5,600
2011-11-11 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 1,800 15.56 28.0K 80,340
2011-11-09 GROSS MICHAEL S Director / Officer P-Purchase A Common Stock 3,555 15.51 55.1K 75,540

Executive team

Top executives
Shares Outstanding
13.52M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brandon Hetzel ( Chief Financial Officer and Treasurer ) 116.5K 111.1K 227.6K 0.00%
2 2025 Robyn Tannenbaum ( President ) 35.2K 35.2K 0.00%
3 2024 Leonard M. Tannenbaum ( Executive Chairman) 800.0K 800.0K 100.00%
4 2024 Brian Sedrish ( Chief Executive Officer ) 500.0K 500.0K 100.00%
5 2024 Brandon Hetzel ( Chief Financial Officer and Treasurer ) 43.6K 47.1K 75.0K 165.8K 45.25%
6 2024 Robyn Tannenbaum ( President ) 16.4K 100.0K 116.4K 85.93%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2025-04-16 DEFA14A
2025-04-16 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 8-K
2026-05-14 10-Q
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2026-04-15 ARS
2026-03-12 8-K
2026-03-12 10-K
2026-03-05 8-K
2026-02-23 4
2026-02-23 4

Executive team

NameTitleCompensationGender
Brandon Hetzel Chief Financial Officer & Treasurer 227.6K male
Robyn Tannenbaum President 35.2K female
Brian Sedrish Partner, Chief Executive Officer & Director male
Gabriel A. Katz Chief Legal Officer male
James F. Velgot Chief Marketing Officer male
Leonard Mark Tannenbaum Founder & Executive Chairman male
Martin Bixler Head of Construction male
Alec Morris Head of Asset Management male
Stuart Swann Managing Director male
Alfred C. Trivilino Managing Director of Tannenbaum Capital Group - Real Estate Platform male
ESG Rating
B
REIT - RESIDENTIAL
Rank: 2 out of 24
2026
E (Environmental)
75.5 / 66.6
Company / Sector avg.
S (Social)
73.3 / 64.9
Company / Sector avg.
G (Governance)
78.7 / 67.8
Company / Sector avg.
ESG Total
75.8 / 66.4
Company / Sector avg.
ESG Score History REIT - RESIDENTIAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

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