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UDR, Inc. (UDR)

USD40.18 +0.45 (+1.13%)
US NYSE S&P 500 Real Estate REIT - Residential
Address 1745 Shea Center Drive 80129
Highlands Ranch, CO, US
CEO Thomas W. Toomey
Website udr.com
IPO 1980-03-17
CIK 74208 ISIN US9026531049

Explore sections of this company profile

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

UDR, Inc. (NYSE: UDR), a distinguished S&P 500 company, stands as a premier multifamily real estate investment trust. The company boasts a proven history of generating exceptional and reliable returns for its investors, achieving this through the astute management, acquisition, disposition, development, and redevelopment of appealing real estate properties situated in key U.S. markets. As of September 30, 2020, UDR's extensive portfolio included ownership or partial ownership in 51,649 apartment homes, with an additional 1,031 units currently under development. With over 48 years in operation, UDR has consistently delivered long-term value to its shareholders, provided superior service to its residents, and fostered a high-quality experience for its associates.

News Sentiment (7d)
78 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
South West 1996-10-09 View
Grupo Aeroportuario del Sureste, S. A. B. de C. V. ASR 1998-01-30 View

Index membership

IndexAddedRemovedStatus
S&P 500 2016-03-04 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
USD40.18 +0.45 (+1.13%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.71
Float Shares
292.66M
Free Float %
89.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.59% +1.03% +7.54% -1.89% +8.26% +1.88% -10.28% -9.41% -18.53% +3.00% +1,654.46%
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 (38 ratings, all time) Buy
Price Targets & DCF
Current price
40.18
Low 35.00 -12.9%
Consensus 39.50 -1.7%
Median 40.00 -0.4%
High 42.00 +4.5%
DCF (Unlevered) 37.94 -5.6%
DCF (Levered) 25.11 -37.5%

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) 36% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 7 0
Hold 12 0
Sell 1 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
38.33
-4.6%
Last Quarter 5
39.00
-2.9%
Last Year 24
40.83
+1.6%
All Time 47
44.61
+11.0%
Quality scores
Altman Z-Score
0.76
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +2.4% Q1'26: +0.9% (vs Q1'25)
  • EPS growth
    +334.6% Q1'26: +147.8% (vs Q1'25)
  • FCF margin
    Q1'26: +19.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +54.0% (vs Q1'25)
  • ROIC
    Q1'26: +10.0% (vs Q1'25)
  • Share dilution
    +0.3% Q1'26: -0.4% (vs Q1'25)
  • Debt / EBITDA
    6.17× Q1'26: 3.71× (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 (0.72) × ERP
WACC = 67% × Ke + 33% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 37.21 Current price: 40.18
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 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
10 Rev. Ana.
4 EPS Ana.
Dec 2027
10 Rev. Ana.
6 EPS Ana.
Dec 2028
4 Rev. Ana.
2 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
Revenue
623.36M
est: 543.50M (+14.7%)
716.61M
est: 569.14M (+25.9%)
758.93M
est: 683.28M (+11.1%)
818.05M
est: 250.55M (+226.5%)
894.64M
est: 864.01M (+3.5%)
959.86M
est: 952.10M (+0.8%)
995.79M
est: 986.09M (+1.0%)
1.05B
est: 1.03B (+1.3%)
1.15B
est: 1.13B (+1.7%)
1.24B
est: 1.24B (+0.1%)
1.29B
est: 1.28B (+1.2%)
1.52B
est: 1.51B (+0.4%)
1.63B
est: 1.68B (-2.8%)
1.67B
est: 1.66B (+0.4%)
1.71B
est: 1.70B (+0.5%)
1.72B
1.69B – 1.75B
+0.9% YoY
1.77B
1.74B – 1.80B
+3.0% YoY
1.83B
1.83B – 1.83B
+3.3% YoY
1.90B
1.86B – 1.93B
+3.7% YoY
1.91B
1.88B – 1.95B
+0.9% YoY
EBITDA
398.12M
est: 381.91M (+4.2%)
416.71M
est: 399.93M (+4.2%)
469.36M
est: 480.14M (-2.2%)
495.55M
est: 176.06M (+181.5%)
604.75M
est: 607.14M (-0.4%)
654.42M
est: 669.04M (-2.2%)
697.59M
est: 641.70M (+8.7%)
792.08M
est: 726.35M (+9.0%)
882.26M
est: 796.11M (+10.8%)
892.85M
est: 871.19M (+2.5%)
968.53M
est: 896.25M (+8.1%)
935.33M
est: 947.95M (-1.3%)
1.35B
est: 1.13B (+19.2%)
1.00B
est: 1.13B (-11.1%)
1.00B
est: 1.15B (-13.0%)
1.16B
1.14B – 1.18B
+0.9% YoY
1.20B
1.18B – 1.22B
+3.0% YoY
1.24B
1.23B – 1.24B
+3.3% YoY
1.28B
1.26B – 1.30B
+3.7% YoY
1.29B
1.27B – 1.32B
+0.9% YoY
EBIT
23.85M
est: -287.01M (+108.3%)
62.21M
est: -151.04M (+141.2%)
121.12M
est: 354.65M (-65.8%)
131.62M
est: 62.43M (+110.8%)
223.47M
est: 383.63M (-41.7%)
228.79M
est: 413.80M (-44.7%)
261.13M
est: 176.18M (+48.2%)
356.40M
est: 526.30M (-32.3%)
374.33M
est: 402.10M (-6.9%)
274.22M
est: 421.08M (-34.9%)
348.70M
est: 395.59M (-11.9%)
255.76M
est: 244.11M (+4.8%)
657.46M
est: 406.46M (+61.8%)
304.80M
est: 403.94M (-24.5%)
322.38M
est: 413.56M (-22.0%)
417.13M
409.86M – 424.41M
+0.9% YoY
429.57M
422.29M – 436.85M
+3.0% YoY
443.91M
442.99M – 444.83M
+3.3% YoY
460.27M
451.69M – 468.32M
+3.7% YoY
464.42M
455.76M – 472.54M
+0.9% YoY
Net Income
20.02M
est: 254.12M (-92.1%)
212.18M
est: 622.79M (-65.9%)
44.81M
est: 318.79M (-85.9%)
154.33M
est: 533.27M (-71.1%)
340.38M
est: 980.03M (-65.3%)
292.72M
est: 1.50B (-80.5%)
121.56M
est: 100.35M (+21.1%)
203.11M
est: 436.05M (-53.4%)
184.97M
est: 622.02M (-70.3%)
64.27M
est: -71.46M (+189.9%)
150.02M
est: 155.29M (-3.4%)
86.92M
est: 170.74M (-49.1%)
444.35M
est: 132.99M (+234.1%)
89.59M
est: 109.56M (-18.2%)
377.70M
est: 192.26M (+96.5%)
196.65M
193.92M – 199.37M
+2.3% YoY
173.27M
170.95M – 175.60M
-11.9% YoY
178.46M
150.32M – 213.74M
+3.0% YoY
228.43M
222.89M – 233.62M
+28.0% YoY
— – —
-100.0% YoY
SGA
47.26M
est: 113.94M (-58.5%)
43.79M
est: 181.89M (-75.9%)
42.24M
est: 224.63M (-81.2%)
47.80M
est: 219.70M (-78.2%)
59.69M
est: 204.61M (-70.8%)
49.76M
est: 173.49M (-71.3%)
48.57M
est: 71.77M (-32.3%)
46.98M
est: 123.40M (-61.9%)
51.53M
est: 184.03M (-72.0%)
49.89M
est: 206.42M (-75.8%)
57.54M
est: 133.02M (-56.7%)
64.14M
est: 99.44M (-35.5%)
69.93M
est: 83.05M (-15.8%)
84.31M
est: 82.53M (+2.1%)
115.84M
est: 84.50M (+37.1%)
85.23M
83.74M – 86.72M
+0.9% YoY
87.77M
86.28M – 89.26M
+3.0% YoY
90.70M
90.51M – 90.89M
+3.3% YoY
94.04M
92.29M – 95.69M
+3.7% YoY
94.89M
93.12M – 96.55M
+0.9% YoY
EPS
0.05
est: -0.65 (+107.7%)
0.85
est: -0.51 (+266.7%)
0.16
est: -0.21 (+176.2%)
0.60
est: 0.31 (+93.5%)
1.30
est: 0.70 (+86.5%)
1.09
est: 0.28 (+287.3%)
0.44
est: 0.25 (+77.6%)
0.76
est: 0.52 (+45.5%)
0.63
est: 0.35 (+78.7%)
0.20
est: 0.21 (-4.8%)
0.49
est: 0.18 (+166.2%)
0.26
est: 0.23 (+11.9%)
1.34
est: 0.40 (+231.3%)
0.26
est: 0.33 (-21.5%)
1.13
est: 0.58 (+94.6%)
0.60
0.59 – 0.60
+2.5% YoY
0.52
0.52 – 0.53
-12.2% YoY
0.55
0.45 – 0.65
+5.3% YoY
0.69
0.67 – 0.71
+25.5% YoY
— – —
-100.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-11 Barclays Overweight Overweight Maintain
2026-05-06 Citigroup Neutral Neutral Maintain
2026-05-04 Cantor Fitzgerald Neutral Neutral Maintain
2026-05-01 Evercore ISI Group Outperform Outperform Maintain
2026-04-17 Goldman Sachs Sell Sell Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-08 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-07 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-06 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-05 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-04 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-29 B 3/5 3/5 4/5 5/5 1/5 2/5 1/5
2026-04-28 B 3/5 3/5 4/5 5/5 1/5 2/5 1/5
2026-04-27 B 3/5 3/5 4/5 5/5 1/5 2/5 1/5
2026-04-24 B 3/5 3/5 4/5 5/5 1/5 2/5 1/5
2026-04-23 B 3/5 3/5 4/5 5/5 1/5 2/5 1/5
2026-04-22 B 3/5 3/5 4/5 5/5 1/5 2/5 1/5
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
897.03M
OE per share TTM
2.67
Owner's Yield
7.38%
Maintenance CapEx ratio
23.46%
Maint CapEx / Avg PPE
13.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
129
Total invested
169.87M
Insider transactions (90d)
0
Beneficial owners (>5%)
12
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 48.27M 15.61% 765.2K IA 2022-02-10
2 Cohen & Steers, Inc. 14-1904657 43.38M 14.03% 30.31M 43.38M HC, CO Delaware 2022-02-14
3 Cohen & Steers Capital Management, Inc.     13-3353336 42.24M 13.66% 30.11M 42.24M IA, CO Delaware 2022-02-14
4 13-3353336 35.45M 12.04% 13.00 35.45M IA, CO Delaware 2021-02-16
5 (1) BlackRock, Inc. 34.77M 11.20% 29.85M HC Delaware 2022-01-27
6 STATE STREET CORPORATION 18.51M 5.99% 14.87M 18.49M HC BOSTON, MASSACHUSETTS 2022-02-14
7 NORGES BANK (THE CENTRAL BANK OF NORWAY) 18.13M 5.88% 902.65M 18.13M OO NORWAY 2022-02-08
8 Daiwa Asset Management Co. Ltd. 12.63M 4.60% 12.63M 52.8K 12.57M FI Japan 2019-02-01
9 CBRE Clarion Securities, LLC 7.57M 2.83% 3.62M 7.57M IA Organized in the state of Delaware 2017-02-13
10 Cohen & Steers UK Limited 1.08M 0.35% 140.0K 1.08M IA, CO Delaware 2022-02-14
11 Cohen & Steers Asia Limited 35.8K 0.01% 35.8K 35.8K IA, CO Delaware 2022-02-14
12 Cohen & Steers Ireland Limited 19.0K 0.01% 19.0K 19.0K FI, CO Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
129
-402 vs prev Q
New positions
12
Closed positions
406
Increased
54
Reduced
44
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 VANGUARD GROUP INC 49.90M -394.0K (-0.8%) 1.83B -43.6M (-2.3%) 15.16% -0.048 pp 0.03% -0.002 pp USD107.36 -65.8% 76 qtrs
2 BLACKROCK, INC. 37.27M +4.5M (+13.7%) 1.37B +146.1M (+12.0%) 11.32% +1.414 pp 0.02% +0.002 pp USD44.22 -17.1% 6 qtrs
3 NORGES BANK 29.49M +29.5M (+100.0%) 1.08B +1.1B (+100.0%) 8.93% +8.928 pp 0.12% +0.116 pp USD36.68 +0.0% 1 qtrs NEW
4 COHEN & STEERS, INC. 24.26M -2.3M (-8.6%) 890.03M -98.8M (-10.0%) 7.35% -0.678 pp 1.61% -0.175 pp USD35.30 +3.9% 73 qtrs
5 STATE STREET CORP 21.91M +17.5K (+0.1%) 803.75M -12.1M (-1.5%) 6.66% +0.037 pp 0.03% -0.001 pp USD39.22 -6.5% 51 qtrs
6 CAPITAL RESEARCH GLOBAL INVESTORS 14.26M -229.1K (-1.6%) 522.97M -16.8M (-3.1%) 4.32% -0.063 pp 0.10% -0.005 pp USD41.47 -11.6% 8 qtrs
7 FMR LLC 13.93M -1.9M (-11.9%) 511.11M -78.0M (-13.2%) 4.23% -0.547 pp 0.03% -0.005 pp USD37.54 -2.3% 70 qtrs
8 INVESCO LTD. 10.28M -40.1K (-0.4%) 376.92M -7.5M (-1.9%) 3.12% +0.003 pp 0.06% -0.003 pp USD41.54 -11.7% 57 qtrs
9 CENTERSQUARE INVESTMENT MANAGEMENT LLC 9.39M +593.0K (+6.7%) 344.40M +16.6M (+5.1%) 2.84% +0.183 pp 3.40% +0.107 pp USD40.16 -8.7% 32 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 8.56M +87.2K (+1.0%) 312.86M -1.6M (-0.5%) 2.60% +0.039 pp 0.02% -0.001 pp USD39.34 -6.8% 76 qtrs
11 WELLINGTON MANAGEMENT GROUP LLP 6.35M -224.0K (-3.4%) 232.99M -12.0M (-4.9%) 1.93% -0.059 pp 0.04% -0.002 pp USD42.51 -13.7% 12 qtrs
12 DAIWA SECURITIES GROUP INC. 5.20M -322.2K (-5.8%) 190.61M -15.0M (-7.3%) 1.57% -0.095 pp 0.61% -0.085 pp USD34.38 +6.7% 57 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.94M +228.2K (+4.8%) 181.26M +5.6M (+3.2%) 1.50% +0.076 pp 0.03% +0.000 pp USD38.43 -4.6% 76 qtrs
14 DIMENSIONAL FUND ADVISORS LP 4.70M +83.1K (+1.8%) 172.56M +375.9K (+0.2%) 1.42% +0.027 pp 0.04% -0.001 pp USD31.74 +15.6% 51 qtrs
15 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 4.69M +320.4K (+7.3%) 171.92M +9.2M (+5.7%) 1.42% +0.099 pp 2.52% +0.204 pp USD40.24 -8.8% 8 qtrs
16 NORTHERN TRUST CORP 4.51M -51.9K (-1.1%) 165.27M -4.5M (-2.7%) 1.37% -0.009 pp 0.02% -0.001 pp USD37.03 -0.9% 51 qtrs
17 PGGM INVESTMENTS 4.13M +154.1K (+3.9%) 151.62M +3.3M (+2.3%) 1.25% +0.048 pp 2.40% +0.001 pp USD39.82 -7.9% 14 qtrs
18 RUSH ISLAND MANAGEMENT, LP 3.57M +3.6M (+100.0%) 130.81M +130.8M (+100.0%) 1.08% +1.083 pp 8.17% +8.174 pp USD36.68 +0.0% 1 qtrs NEW
19 PRUDENTIAL FINANCIAL INC 3.46M -552.1K (-13.8%) 126.79M -22.6M (-15.1%) 1.05% -0.162 pp 0.15% -0.024 pp USD38.19 -4.0% 76 qtrs
20 MORGAN STANLEY 3.42M +614.8K (+21.9%) 125.32M +20.9M (+20.0%) 1.04% +0.191 pp 0.01% +0.001 pp USD41.93 -12.5% 51 qtrs
21 JPMORGAN CHASE & CO 3.35M -415.5K (-11.0%) 122.83M -17.4M (-12.4%) 0.95% -0.191 pp 0.01% -0.001 pp USD40.97 -10.5% 51 qtrs
22 LEGAL & GENERAL GROUP PLC 3.26M +165.8K (+5.4%) 119.42M +4.3M (+3.7%) 0.99% +0.052 pp 0.03% +0.001 pp USD40.43 -9.3% 47 qtrs
23 BALYASNY ASSET MANAGEMENT L.P. 2.94M +917.2K (+45.3%) 107.88M +32.5M (+43.1%) 0.89% +0.282 pp 0.14% +0.041 pp USD37.08 -1.1% 2 qtrs
24 GOLDMAN SACHS GROUP INC 2.67M +1.1M (+70.2%) 98.05M +39.5M (+67.5%) 0.81% +0.337 pp 0.01% +0.005 pp USD39.96 -8.2% 73 qtrs
25 BANK OF NEW YORK MELLON CORP 2.30M +180.1K (+8.5%) 84.45M +5.4M (+6.8%) 0.70% +0.055 pp 0.02% 0.000 pp USD36.68 +0.0% 66 qtrs
26 SUMITOMO MITSUI TRUST HOLDINGS, INC. 2.21M +116.8K (+5.6%) 81.09M +3.1M (+3.9%) 0.63% -0.008 pp 0.05% +0.003 pp USD36.88 -0.5% 59 qtrs
27 APG ASSET MANAGEMENT US INC. 1.65M +— (+0.0%) 60.36M -394.9K (-0.7%) 0.50% +0.001 pp 0.47% +0.025 pp USD43.76 -16.2% 7 qtrs
28 DEUTSCHE BANK AG\ 1.60M +542.6K (+51.5%) 58.58M +19.3M (+49.1%) 0.45% +0.133 pp 0.02% +0.006 pp USD40.04 -8.4% 50 qtrs
29 WOODLINE PARTNERS LP 1.57M +1.5M (+3,852.9%) 57.67M +56.2M (+3,791.3%) 0.48% +0.466 pp 0.22% +0.217 pp USD36.88 -0.5% 6 qtrs
30 UBS GROUP AG 1.56M +296.4K (+23.4%) 57.27M +10.1M (+21.5%) 0.47% +0.092 pp 0.01% +0.002 pp USD38.76 -5.4% 45 qtrs
31 BANK OF AMERICA CORP /DE/ 1.55M +294.4K (+23.5%) 56.83M +10.1M (+21.5%) 0.47% +0.091 pp 0.00% +0.001 pp USD42.10 -12.9% 52 qtrs
32 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.33M +97.2K (+7.9%) 48.87M +2.8M (+6.2%) 0.40% +0.030 pp 1.96% +0.150 pp USD37.85 -3.1% 9 qtrs
33 SEI INVESTMENTS CO 1.14M -38.0K (-3.2%) 41.92M -2.1M (-4.7%) 0.35% -0.010 pp 0.04% -0.006 pp USD40.30 -9.0% 45 qtrs
34 ALLIANCEBERNSTEIN L.P. 1.13M -10.9K (-1.0%) 41.31M -1.1M (-2.5%) 0.34% -0.002 pp 0.01% 0.000 pp USD41.19 -10.9% 61 qtrs
35 HUDSON BAY CAPITAL MANAGEMENT LP 1.10M +710.5K (+182.3%) 40.36M +25.8M (+177.9%) 0.33% +0.216 pp 0.13% +0.085 pp USD38.15 -3.9% 3 qtrs
36 STATE OF TENNESSEE, TREASURY DEPARTMENT 1.06M +206.2K (+24.1%) 39.47M +7.6M (+23.7%) 0.32% +0.064 pp 0.13% +0.020 pp USD39.25 -6.5% 50 qtrs
37 HSBC HOLDINGS PLC 1.07M +12.8K (+1.2%) 39.22M -62.5K (-0.2%) 0.32% +0.005 pp 0.02% -0.002 pp USD40.31 -9.0% 55 qtrs
38 FIRST TRUST ADVISORS LP 1.03M +984.6K (+2,187.1%) 37.77M +36.1M (+2,151.5%) 0.31% +0.299 pp 0.03% +0.026 pp USD36.91 -0.6% 51 qtrs
39 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 911.9K +95.9K (+11.8%) 33.46M +3.1M (+10.0%) 0.26% +0.011 pp 0.02% +0.001 pp USD40.68 -9.8% 58 qtrs
40 AMUNDI 911.0K +163.7K (+21.9%) 33.41M +6.5M (+24.1%) 0.28% +0.051 pp 0.01% +0.000 pp USD41.99 -12.6% 19 qtrs
41 NEUBERGER BERMAN GROUP LLC 905.5K +8.5K (+0.9%) 33.21M -209.9K (-0.6%) 0.28% +0.004 pp 0.02% +0.000 pp USD40.76 -10.0% 17 qtrs
42 STRS OHIO 903.9K +242.8K (+36.7%) 33.16M +8.5M (+34.6%) 0.26% +0.056 pp 0.12% +0.033 pp USD38.30 -4.2% 76 qtrs
43 GRS ADVISORS, LLC 896.4K +845.4K (+1,657.2%) 32.88M +31.0M (+1,629.8%) 0.27% +0.257 pp 2.95% +2.772 pp USD37.16 -1.3% 4 qtrs
44 APOLLO MANAGEMENT HOLDINGS, L.P. 885.5K +885.5K (+100.0%) 32.48M +32.5M (+100.0%) 0.27% +0.269 pp 0.27% +0.266 pp USD36.68 +0.0% 1 qtrs NEW
45 SWISS NATIONAL BANK 862.5K -44.5K (-4.9%) 31.64M -2.2M (-6.4%) 0.26% -0.013 pp 0.02% -0.001 pp USD39.53 -7.2% 51 qtrs
46 NUVEEN, LLC 840.7K -289.1K (-25.6%) 30.84M -11.3M (-26.7%) 0.26% -0.086 pp 0.01% -0.003 pp USD43.96 -16.6% 4 qtrs
47 BARCLAYS PLC 814.6K +198.4K (+32.2%) 29.88M +1.9M (+6.9%) 0.25% +0.061 pp 0.01% +0.000 pp USD39.56 -7.3% 51 qtrs
48 TEACHER RETIREMENT SYSTEM OF TEXAS 769.5K +728.3K (+1,766.8%) 28.23M +26.7M (+1,737.7%) 0.22% +0.205 pp 0.10% +0.091 pp USD37.00 -0.9% 23 qtrs
49 AMERIPRISE FINANCIAL INC 768.2K +417.1K (+118.8%) 28.18M +16.5M (+140.3%) 0.23% +0.127 pp 0.01% +0.004 pp USD40.41 -9.2% 51 qtrs
50 LIGHTHOUSE INVESTMENT PARTNERS, LLC 764.2K +423.2K (+124.1%) 28.03M +15.3M (+120.6%) 0.23% +0.129 pp 0.84% +0.456 pp USD36.94 -0.7% 2 qtrs
51 ALYESKA INVESTMENT GROUP, L.P. 757.5K +757.5K (+100.0%) 27.79M +27.8M (+100.0%) 0.23% +0.230 pp 0.08% +0.079 pp USD36.68 +0.0% 11 qtrs
52 RUSSELL INVESTMENTS GROUP, LTD. 753.5K -176.3K (-19.0%) 27.64M -7.0M (-20.2%) 0.23% -0.052 pp 0.03% -0.009 pp USD39.81 -7.9% 32 qtrs
53 JANE STREET GROUP, LLC 750.7K +750.7K (+100.0%) 27.54M +27.5M (+100.0%) 0.23% +0.228 pp 0.00% +0.004 pp USD36.68 +0.0% 1 qtrs NEW
54 CITIGROUP INC 705.2K +108.3K (+18.1%) 25.87M +3.6M (+16.3%) 0.21% +0.034 pp 0.01% +0.002 pp USD39.22 -6.5% 76 qtrs
55 RHUMBLINE ADVISERS 678.9K -5.7K (-0.8%) 24.90M -607.1K (-2.4%) 0.21% -0.001 pp 0.02% 0.000 pp USD38.08 -3.7% 55 qtrs
56 SCHRODER INVESTMENT MANAGEMENT GROUP 651.6K -94.5K (-12.7%) 24.10M -3.5M (-12.5%) 0.20% -0.028 pp 0.02% -0.003 pp USD43.23 -15.2% 38 qtrs
57 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 640.7K +21.7K (+3.5%) 23.50M +435.3K (+1.9%) 0.19% +0.007 pp 0.01% 0.000 pp USD39.70 -7.6% 58 qtrs
58 ASSET MANAGEMENT ONE CO., LTD. 631.7K -3.4K (-0.5%) 23.16M -505.8K (-2.1%) 0.18% -0.013 pp 0.06% -0.004 pp USD35.83 +2.4% 53 qtrs
59 GREAT WEST LIFE ASSURANCE CO /CAN/ 623.7K +5.4K (+0.9%) 22.89M +64.0K (+0.3%) 0.19% +0.003 pp 0.04% +0.007 pp USD40.44 -9.3% 50 qtrs
60 FREESTONE GROVE PARTNERS LP 615.1K +582.6K (+1,792.2%) 22.56M +21.4M (+1,762.8%) 0.19% +0.177 pp 0.16% +0.154 pp USD36.71 -0.1% 4 qtrs
61 BNP PARIBAS ARBITRAGE, SNC 603.2K +47.9K (+8.6%) 22.13M +1.4M (+6.9%) 0.18% +0.015 pp 0.01% -0.001 pp USD41.04 -10.6% 51 qtrs
62 NOMURA ASSET MANAGEMENT CO LTD 563.3K +14.5K (+2.6%) 20.66M +213.2K (+1.0%) 0.17% +0.005 pp 0.05% -0.001 pp USD37.58 -2.4% 76 qtrs
63 AMERICAN CENTURY COMPANIES INC 557.4K -85.1K (-13.2%) 20.44M -3.5M (-14.6%) 0.17% -0.025 pp 0.01% -0.002 pp USD41.02 -10.6% 36 qtrs
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 550.7K +10.2K (+1.9%) 20.20M +58.8K (+0.3%) 0.17% +0.004 pp 0.02% 0.000 pp USD32.69 +12.2% 52 qtrs
65 LMR PARTNERS LLP 534.5K +126.0K (+30.8%) 19.60M +4.4M (+28.8%) 0.16% +0.039 pp 0.04% -0.030 pp USD37.12 -1.2% 6 qtrs
66 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 522.3K -7.2K (-1.4%) 19.16M -572.1K (-2.9%) 0.16% -0.001 pp 0.06% -0.003 pp USD40.87 -10.3% 51 qtrs
67 PRINCIPAL FINANCIAL GROUP INC 518.9K +16.7K (+3.3%) 19.03M +320.0K (+1.7%) 0.15% -0.005 pp 0.01% +0.000 pp USD38.71 -5.2% 76 qtrs
68 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 513.2K +213.2K (+71.1%) 18.84M +7.7M (+68.6%) 0.15% +0.055 pp 0.03% +0.012 pp USD40.61 -9.7% 5 qtrs
69 ALLIANZ ASSET MANAGEMENT GMBH 496.2K -2.2K (-0.4%) 18.20M -368.9K (-2.0%) 0.15% -0.001 pp 0.02% -0.002 pp USD44.24 -17.1% 34 qtrs
70 INVESTURE, LLC 493.9K +— (+0.0%) 18.12M -286.5K (-1.6%) 0.14% -0.010 pp 1.01% -0.126 pp USD37.94 -3.3% 23 qtrs
71 ADAGE CAPITAL PARTNERS GP, L.L.C. 457.0K +57.5K (+14.4%) 16.76M +1.9M (+12.6%) 0.14% +0.018 pp 0.03% +0.002 pp USD38.94 -5.8% 40 qtrs
72 RENAISSANCE TECHNOLOGIES LLC 440.4K -459.6K (-51.1%) 16.15M -17.4M (-51.8%) 0.13% -0.138 pp 0.03% -0.019 pp USD41.28 -11.1% 16 qtrs
73 PRICE T ROWE ASSOCIATES INC /MD/ 436.7K +1.7K (+0.4%) 16.02M -190.0K (-1.2%) 0.13% +0.001 pp 0.00% +0.000 pp USD37.77 -2.9% 75 qtrs
74 ABRDN PLC 436.4K +2.5K (+0.6%) 16.01M -9.5K (-0.1%) 0.12% -0.008 pp 0.02% -0.001 pp USD43.57 -15.8% 34 qtrs
75 BANK OF MONTREAL /CAN/ 431.0K +17.9K (+4.3%) 15.81M +415.6K (+2.7%) 0.13% +0.006 pp 0.01% 0.000 pp USD40.19 -8.7% 51 qtrs
76 CHEVY CHASE TRUST HOLDINGS, LLC 430.9K -13.9K (-3.1%) 15.80M -768.1K (-4.6%) 0.13% -0.004 pp 0.04% -0.003 pp USD42.79 -14.3% 40 qtrs
77 GOTHAM ASSET MANAGEMENT, LLC 391.8K +254.7K (+185.8%) 14.37M +9.3M (+181.3%) 0.12% +0.078 pp 0.05% +0.030 pp USD37.99 -3.4% 4 qtrs
78 STATE OF WISCONSIN INVESTMENT BOARD 389.1K -14.8K (-3.7%) 14.27M -776.1K (-5.2%) 0.12% -0.004 pp 0.03% -0.003 pp USD40.31 -9.0% 51 qtrs
79 RAYMOND JAMES FINANCIAL INC 385.3K -16.1K (-4.0%) 14.13M -823.4K (-5.5%) 0.12% -0.004 pp 0.00% 0.000 pp USD43.41 -15.5% 5 qtrs
80 KOREA INVESTMENT CORP 372.5K +83.5K (+28.9%) 13.66M +2.9M (+26.9%) 0.11% +0.026 pp 0.03% +0.005 pp USD40.85 -10.2% 50 qtrs
81 DIGITALBRIDGE GROUP, INC. 372.5K +372.5K (+100.0%) 13.66M +13.7M (+100.0%) 0.11% +0.113 pp 1.04% +1.042 pp USD36.68 +0.0% 1 qtrs NEW
82 AQR CAPITAL MANAGEMENT LLC 365.3K +58.6K (+19.1%) 13.40M +2.1M (+18.8%) 0.11% +0.018 pp 0.01% 0.000 pp USD40.96 -10.4% 76 qtrs
83 CITADEL ADVISORS LLC 361.8K +190.9K (+111.7%) 13.27M +6.9M (+108.4%) 0.11% +0.058 pp 0.00% +0.001 pp USD36.95 -0.7% 48 qtrs
84 SOPHRON CAPITAL MANAGEMENT L.P. 353.1K +65.7K (+22.9%) 12.95M +2.2M (+21.0%) 0.11% +0.020 pp 4.16% +0.865 pp USD37.77 -2.9% 3 qtrs
85 PACIFIC HEIGHTS ASSET MANAGEMENT LLC 350.0K +125.0K (+55.6%) 12.84M +4.5M (+53.1%) 0.10% +0.031 pp 0.48% +0.110 pp USD33.66 +9.0% 57 qtrs
86 STATE OF NEW JERSEY COMMON PENSION FUND D 321.4K -3.0K (-0.9%) 11.79M -297.8K (-2.5%) 0.09% -0.007 pp 0.04% -0.002 pp USD43.06 -14.8% 26 qtrs
87 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 306.5K -13.0K (-4.1%) 11.24M -661.0K (-5.6%) 0.09% -0.004 pp 0.02% -0.001 pp USD31.10 +17.9% 51 qtrs
88 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 286.0K +2.3K (+0.8%) 10.49M -79.0K (-0.7%) 0.08% -0.005 pp 0.02% 0.000 pp USD28.29 +29.7% 51 qtrs
89 DANSKE BANK A/S 266.7K +53.7K (+25.2%) 9.78M +1.8M (+23.3%) 0.08% +0.011 pp 0.02% +0.003 pp USD37.25 -1.5% 8 qtrs
90 CARRONADE CAPITAL MANAGEMENT, LP 264.6K +6.5K (+2.5%) 9.71M +88.0K (+0.9%) 0.08% +0.002 pp 0.13% -0.090 pp USD43.15 -15.0% 7 qtrs
91 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 262.4K -54.5K (-17.2%) 9.62M -2.2M (-18.5%) 0.07% -0.022 pp 0.02% -0.006 pp USD48.52 -24.4% 18 qtrs
92 SUMMITTX CAPITAL, L.P. 245.9K +235.6K (+2,284.0%) 9.02M +8.6M (+2,246.9%) 0.07% +0.072 pp 0.27% +0.256 pp USD37.04 -1.0% 4 qtrs
93 OMERS ADMINISTRATION CORP 244.8K +— (+0.0%) 8.98M -142.0K (-1.6%) 0.07% +0.000 pp 0.06% -0.001 pp USD38.73 -5.3% 9 qtrs
94 QUBE RESEARCH & TECHNOLOGIES LTD 243.9K -1.1M (-81.5%) 8.95M -40.1M (-81.8%) 0.07% -0.324 pp 0.01% -0.042 pp USD38.44 -4.6% 10 qtrs
95 EXCHANGE TRADED CONCEPTS, LLC 242.3K +120.7K (+99.3%) 8.89M +4.4M (+96.2%) 0.07% +0.032 pp 0.07% +0.029 pp USD37.13 -1.2% 12 qtrs
96 MANUFACTURERS LIFE INSURANCE COMPANY, THE 241.1K -959.0 (-0.4%) 8.84M -175.6K (-1.9%) 0.07% +0.000 pp 0.01% 0.000 pp USD34.15 +7.4% 55 qtrs
97 RETIREMENT SYSTEMS OF ALABAMA 232.0K -3.9K (-1.6%) 8.51M -278.9K (-3.2%) 0.07% -0.006 pp 0.03% -0.002 pp USD36.05 +1.7% 52 qtrs
98 AVIVA PLC 230.3K +12.7K (+5.8%) 8.45M +337.8K (+4.2%) 0.07% +0.004 pp 0.01% -0.001 pp USD40.58 -9.6% 40 qtrs
99 AEW CAPITAL MANAGEMENT L P 222.9K +3.6K (+1.6%) 8.18M +4.9K (+0.1%) 0.07% +0.001 pp 0.59% +0.137 pp USD41.96 -12.6% 25 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.33
Neutral
Ratio by volume
0.50
Neutral
Buys
4
Sells
3
Shares acquired
171.1K
Shares disposed
340.0K
Cash buys
Cash sales
Net activity
-168,937
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
2026-02-12 Lacy Michael D Officer D-Return D Class 2 LTIP Units 49,091 0.00 393,877 D
2026-02-12 Bragg David D. Officer A-Award A Common Stock 6,741 0.00 31,125 D
2026-02-12 BENSON KEITH Officer A-Award A Common Stock 12,330 0.00 12,330 D
2026-01-02 TOOMEY THOMAS W Director / Officer A-Award A Class 2 LTIP Units 453,010 0.00 1,183,411 D
2026-01-02 Patterson Mark R Director A-Award A Class 1 LTIP Units 5,451 0.00 33,244 D
2026-01-02 Nickelberry Kevin C Director A-Award A Class 1 LTIP Units 8,177 0.00 33,937 D
2026-01-02 Morefield Diane M Director A-Award A Class 1 LTIP Units 5,451 0.00 23,852 D
2026-01-02 MCNAMARA ROBERT A Director A-Award A Common Stock 5,451 36.69 200.0K 37,326 D
2026-01-02 Lacy Michael D Officer A-Award A Class 2 LTIP Units 53,392 0.00 399,663 D
2026-01-02 King Mary Ann Director A-Award A Class 1 Performance LTIP Units 42,735 0.00 110,015 D
2026-01-02 Hofmeister Tracy L Officer A-Award A Class 1 LTIP Units 21,804 0.00 21,804 D
2026-01-02 Goitia Ellen M. Director A-Award A Common Stock 5,451 36.69 200.0K 5,451 D
2026-01-02 GROVE JON A Director A-Award A Class 1 Performance LTIP Units 52,707 0.00 229,559 D
2026-01-02 Clark Richard Director A-Award A Class 1 LTIP Units 8,177 0.00 10,075 D
2026-01-02 CATTANACH KATHERINE A Director A-Award A Stock Option (right to buy) 6,693 36.69 245.6K 28,436 D
2026-01-02 Bragg David D. Officer A-Award A Class 2 LTIP Units 87,365 0.00 114,504 D
2026-01-01 Goitia Ellen M. 0 0.00 0
2025-12-31 CATTANACH KATHERINE A 0 0.00 0
2025-12-30 TOOMEY THOMAS W Director / Officer M-Exempt D Class 2 LTIP Units 110,000 0.00 730,401 D
2025-11-24 TOOMEY THOMAS W Director / Officer J-Other A Class 2 LTIP Units 6,990 0.00 840,401 D
2025-10-10 GROVE JON A Director G-Gift D Common Stock 120,000 0.00 327,268 D
2025-10-03 Clark Richard Director A-Award A Class 1 LTIP Units 1,898 0.00 1,898 D
2025-09-02 Fisher Joseph D Officer D-Return D Class 2 Performance LTIP Units 974,158 0.00 924,319 D
2025-07-24 GROVE JON A Director A-Award A Class 1 Performance LTIP Units 5,133 0.00 176,852 D
2025-07-23 Bragg David D. Officer A-Award A Common Stock 24,384 41.01 1,000.0K 24,384 D
2025-04-14 BENSON KEITH 0 0.00 0
2025-03-28 TOOMEY THOMAS W Director / Officer M-Exempt D Class 2 LTIP Units 125,000 0.00 781,236 D
2025-02-20 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 25,000 42.75 1.07M 824,716 D
2025-02-19 Hofmeister Tracy L Officer A-Award A Common Stock 1,000 42.92 42.9K 11,128 D
2025-02-18 Lacy Michael D Officer F-InKind D Common Stock 584 43.07 25.2K 10,783 D
2025-02-13 TOOMEY THOMAS W Director / Officer D-Return D Class 2 LTIP Units 27,360 0.00 906,236 D
2025-02-13 Lacy Michael D Officer F-InKind D Common Stock 566 43.15 24.4K 11,367 D
2025-02-13 Hofmeister Tracy L Officer A-Award A Common Stock 574 0.00 10,128 D
2025-02-13 Fisher Joseph D Officer D-Return D Class 2 LTIP Units 674 0.00 576,379 D
2025-01-02 TOOMEY THOMAS W Director / Officer A-Award A Class 2 LTIP Units 190,904 0.00 1,001,804 D
2025-01-02 Patterson Mark R Director A-Award A Class 1 LTIP Units 4,703 0.00 27,793 D
2025-01-02 Nickelberry Kevin C Director A-Award A Class 1 LTIP Units 6,584 0.00 25,760 D
2025-01-02 Morefield Diane M Director A-Award A Class 1 LTIP Units 4,703 0.00 18,401 D
2025-01-02 McDonnough Clinton D Director A-Award A Class 1 LTIP Units 4,703 0.00 39,676 D
2025-01-02 MCNAMARA ROBERT A Director A-Award A Common Stock 4,703 42.53 200.0K 31,875 D
2025-01-02 Lacy Michael D Officer A-Award A Class 2 LTIP Units 76,360 0.00 330,655 D
2025-01-02 King Mary Ann Director A-Award A Class 1 LTIP Units 6,584 0.00 46,704 D
2025-01-02 KLINGBEIL JAMES D Director A-Award A Class 1 LTIP Units 8,229 0.00 45,738 D
2025-01-02 Hofmeister Tracy L Officer A-Award A Class 2 LTIP Units 12,274 0.00 29,100 D
2025-01-02 GROVE JON A Director A-Award A Class 1 Performance LTIP Units 29,536 0.00 171,719 D
2025-01-02 Fisher Joseph D Officer A-Award A Class 2 LTIP Units 117,271 0.00 548,120 D
2025-01-02 CATTANACH KATHERINE A Director A-Award A Common Stock 2,528 42.53 107.5K 90,836 D
2024-12-31 Lacy Michael D 0 0.00 0
2024-12-31 CATTANACH KATHERINE A 0 0.00 0
2024-11-21 TOOMEY THOMAS W Director / Officer G-Gift A Class 2 LTIP Units 40,835 0.00 810,900 D
2024-09-16 Fisher Joseph D Officer M-Exempt D Class 2 LTIP Units 45,000 0.00 430,849
2024-07-31 ALCOCK HARRY G Officer D-Return D Class 2 LTIP Units 13,926 0.00 407,360
2024-07-12 TOOMEY THOMAS W Director / Officer M-Exempt D Class 2 LTIP Units 200,000 0.00 770,065
2024-06-07 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 90,000 39.52 3.56M 849,716
2024-05-10 Lacy Michael D Officer S-Sale D Common Stock 4,500 38.17 171.8K 8,566
2024-02-21 GROVE JON A Director G-Gift D Common Stock 2,790 0.00 447,268
2024-02-16 Lacy Michael D Officer F-InKind D Common Stock 581 36.08 21.0K 13,066
2024-02-15 TOOMEY THOMAS W Director / Officer D-Return D Class 2 Performance LTIP Units 835,175 0.00 3,419,225
2024-02-15 Lacy Michael D Officer D-Return D Class 2 LTIP Units 4,439 0.00 278,362
2024-02-15 Hofmeister Tracy L Officer D-Return D Class 2 Performance LTIP Units 9,500 0.00 55,624
2024-02-15 Fisher Joseph D Officer D-Return D Class 2 Performance LTIP Units 248,565 0.00 2,121,497
2024-02-15 ALCOCK HARRY G Officer D-Return D Class 2 Performance Units 60,336 0.00 633,239
2024-02-09 Lacy Michael D Officer F-InKind D Common Stock 452 35.37 16.0K 13,647
2024-02-09 Hofmeister Tracy L Officer F-InKind D Common Stock 202 35.37 7.1K 9,374
2024-02-06 Fisher Joseph D Officer F-InKind D Common Stock 709 35.56 25.2K 4,085
2024-02-06 ALCOCK HARRY G Officer F-InKind D Common Stock 1,399 35.56 49.7K 40,276
2024-01-02 TOOMEY THOMAS W Director / Officer A-Award A Class 2 LTIP Units 420,438 0.00 953,872
2024-01-02 Patterson Mark R Director A-Award A Class 1 Performance LTIP Units 23,697 0.00 77,965
2024-01-02 Nickelberry Kevin C Director A-Award A Class 1 LTIP Units 7,246 0.00 19,176
2024-01-02 Morefield Diane M Director A-Award A Class 1 LTIP Units 5,176 0.00 13,698
2024-01-02 McDonnough Clinton D Director A-Award A Class 1 LTIP Units 7,246 0.00 34,973
2024-01-02 MCNAMARA ROBERT A Director A-Award A Common Stock 2,588 38.64 100.0K 27,172
2024-01-02 Lacy Michael D Officer A-Award A Class 2 LTIP Units 38,731 0.00 282,801
2024-01-02 King Mary Ann Director A-Award A Class 1 Performance LTIP Units 33,175 0.00 67,280
2024-01-02 KLINGBEIL JAMES D Director A-Award A Class 1 LTIP Units 9,058 0.00 37,509
2024-01-02 Hofmeister Tracy L Officer A-Award A Class 2 LTIP Units 13,515 0.00 16,826
2024-01-02 GROVE JON A Director A-Award A Class 1 Performance LTIP Units 33,175 0.00 142,183
2024-01-02 Fisher Joseph D Officer A-Award A Class 2 LTIP Units 88,528 0.00 475,849
2024-01-02 CATTANACH KATHERINE A Director A-Award A Class 1 LTIP Units 2,588 0.00 26,577
2024-01-02 ALCOCK HARRY G Officer A-Award A Class 2 LTIP Units 53,946 0.00 527,823
2023-12-31 CATTANACH KATHERINE A 0 0.00 0
2023-12-26 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 45,000 37.90 1.71M 939,716
2023-11-28 TOOMEY THOMAS W Director / Officer D-Return D Class 2 Performance LTIP Units 783,532 0.00 4,254,400
2023-11-15 TOOMEY THOMAS W Director / Officer G-Gift D Class 2 LTIP Units 100,000 0.00 433,434
2023-07-26 TOOMEY THOMAS W Director / Officer M-Exempt D Class 2 LTIP Units 150,000 0.00 491,070
2023-03-15 TOOMEY THOMAS W Director / Officer M-Exempt D Class 2 LTIP Units 125,000 0.00 641,070
2023-02-21 Lacy Michael D Officer F-InKind D Common Stock 522 43.85 22.9K 14,099
2023-02-15 Lacy Michael D Officer F-InKind D Common Stock 252 45.02 11.3K 14,621
2023-02-15 Hofmeister Tracy L Officer F-InKind D Common Stock 116 45.02 5.2K 9,576
2023-02-09 TOOMEY THOMAS W Director / Officer D-Return D Class 2 LTIP Units 11,826 0.00 766,070
2023-02-09 Lacy Michael D Officer D-Return D Class 2 LTIP Units 2,385 0.00 169,930
2023-02-09 Hofmeister Tracy L Officer F-InKind D Common Stock 200 43.92 8.8K 9,692
2023-02-09 Fisher Joseph D Officer D-Return D Class 2 LTIP Units 8,414 0.00 258,189
2023-02-09 ALCOCK HARRY G Officer D-Return D Class 2 LTIP Units 7,393 0.00 376,945
2023-02-06 Fisher Joseph D Officer F-InKind D Common Stock 710 42.69 30.3K 4,794
2023-02-06 ALCOCK HARRY G Officer F-InKind D Common Stock 1,358 42.69 58.0K 41,675
2023-01-03 TOOMEY THOMAS W Officer A-Award A Class 2 Performance LTIP Units 1,705,240 0.00 4,526,361
2023-01-03 Patterson Mark R Director A-Award A Class 1 Performance LTIP Units 24,361 0.00 54,268
2023-01-03 Nickelberry Kevin C Director A-Award A Class 1 LTIP Units 7,256 0.00 11,930
2023-01-03 Morefield Diane M Director A-Award A Class 1 LTIP Units 5,183 0.00 8,522
2023-01-03 McDonnough Clinton D Director A-Award A Class 1 Performance LTIP Units 34,105 0.00 81,769
2023-01-03 MCNAMARA ROBERT A Director A-Award A Class 1 Performance LTIP Units 12,180 0.00 12,180
2023-01-03 Lacy Michael D Officer A-Award A Class 2 LTIP Units 75,088 0.00 133,607
2023-01-03 King Mary Ann Director A-Award A Class 1 Performance LTIP Units 34,105 0.00 34,105
2023-01-03 KLINGBEIL JAMES D Director A-Award A Class 1 Performance LTIP Units 42,631 0.00 145,606
2023-01-03 Hofmeister Tracy L Officer F-InKind D Common Stock 282 38.59 10.9K 8,980
2023-01-03 GROVE JON A Director A-Award A Class 1 Performance LTIP Units 34,105 0.00 109,008
2023-01-03 Fisher Joseph D Officer A-Award A Class 2 Performance LTIP Units 523,752 0.00 1,980,293
2023-01-03 CATTANACH KATHERINE A Director A-Award A Class 1 LTIP Units 5,571 0.00 23,989
2023-01-03 ALCOCK HARRY G Officer A-Award A Class 2 Performance LTIP Units 158,343 0.00 871,296
2022-12-31 CATTANACH KATHERINE A Director 0 0.00 0
2022-11-23 TOOMEY THOMAS W Officer S-Sale D Common Stock 20,000 40.44 808.8K 984,716
2022-07-21 Hofmeister Tracy L Officer A-Award A Stock Option (right to buy) 10,493 0.00 122,964
2022-07-05 Doerr Patricia Sciutto Officer 0 0.00 0
2022-05-31 McDonnough Clinton D Director A-Award A Common Stock 2,000 47.85 95.7K 8,496
2022-05-19 Fisher Joseph D Officer A-Award A Class 2 Performance LTIP Units 607,532 0.00 1,456,541
2022-05-17 TOOMEY THOMAS W Officer M-Exempt D Class 2 LTIP Units 100,000 52.41 5.24M 867,917
2022-02-18 Lacy Michael D Officer F-InKind D Common Stock 523 54.24 28.4K 12,826
2022-02-15 TOOMEY THOMAS W Officer D-Return D Class 2 LTIP Units 105,996 0.00 967,917
2022-02-15 Lacy Michael D Officer F-InKind D Common Stock 1,133 54.76 62.0K 13,349
2022-02-15 Hofmeister Tracy L Officer A-Award A Common Stock 528 0.00 9,376
2022-02-15 Fisher Joseph D Officer D-Return D Class 2 LTIP Units 27,758 0.00 290,180
2022-02-15 Cozad Matthew A Officer D-Return D Class 2 LTIP Units 4,778 0.00 57,584
2022-02-15 ALCOCK HARRY G Officer F-InKind D Common Stock 6,788 54.76 371.7K 43,033
2022-02-07 Fisher Joseph D Officer F-InKind D Common Stock 665 56.32 37.5K 5,504
2022-02-07 ALCOCK HARRY G Officer F-InKind D Common Stock 1,309 56.32 73.7K 34,358
2022-01-05 TOOMEY THOMAS W Director / Officer D-Return D Partnership Common Units 200,000 0.00 0
2022-01-05 ALCOCK HARRY G Officer M-Exempt A Partnership Common Units 60,000 0.00 60,000
2022-01-03 TOOMEY THOMAS W Director / Officer A-Award A Class 2 LTIP Units 215,908 0.00 1,212,031
2022-01-03 Patterson Mark R Director A-Award A Class 1 LTIP Units 4,090 0.00 23,090
2022-01-03 Nickelberry Kevin C Director A-Award A Class 1 LTIP Units 4,674 0.00 4,674
2022-01-03 Morefield Diane M Director A-Award A Class 1 LTIP Units 3,339 0.00 3,339
2022-01-03 McDonnough Clinton D Director A-Award A Class 1 LTIP Units 4,925 0.00 27,727
2022-01-03 MCNAMARA ROBERT A Director A-Award A Stock Option (right to buy) 18,639 59.90 1.12M 18,639
2022-01-03 Lacy Michael D Officer A-Award A Class 2 LTIP Units 17,326 0.00 60,934
2022-01-03 King Mary Ann Director A-Award A Class 1 LTIP Units 4,674 0.00 40,120
2022-01-03 KLINGBEIL JAMES D Director A-Award A Class 1 Performance LTIP Units 37,554 0.00 102,975
2022-01-03 Hofmeister Tracy L Officer A-Award A Class 2 LTIP Units 3,330 0.00 3,330
2022-01-03 GROVE JON A Director A-Award A Class 1 Performance LTIP Units 30,043 0.00 74,903
2022-01-03 Fisher Joseph D Officer A-Award A Class 2 LTIP Units 45,969 0.00 317,938
2022-01-03 Cozad Matthew A Officer A-Award A Class 2 LTIP Units 8,840 0.00 62,362
2022-01-03 CATTANACH KATHERINE A Director A-Award A Common Stock 3,339 59.90 200.0K 79,972
2022-01-03 ALCOCK HARRY G Officer A-Award A Class 2 LTIP Units 57,118 0.00 428,243
2021-12-31 TOOMEY THOMAS W Director / Officer 0 0.00 0
2021-12-31 KLINGBEIL JAMES D Director 0 0.00 0
2021-12-31 Davis Jerry A Officer 0 0.00 0
2021-12-31 CATTANACH KATHERINE A Director 0 0.00 0
2021-12-05 TOOMEY THOMAS W Officer A-Award A Class 2 Performance LTIP Units 783,532 0.00 2,876,990
2021-11-11 ALCOCK HARRY G Officer S-Sale D Common Stock 17,000 55.30 940.1K 35,667
2021-10-14 Fisher Joseph D Officer D-Return D Common Stock 17,808 54.99 979.3K 6,169
2021-09-23 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 30,000 54.45 1.63M 1,043,726
2021-09-10 Nickelberry Kevin C Director 0 0.00 0
2021-09-01 Davis Jerry A Officer S-Sale D Common Stock 10,000 54.33 543.3K 119,887
2021-08-06 McDonnough Clinton D Director S-Sale D Common Stock 100 55.55 5.6K 11,396
2021-08-03 ALCOCK HARRY G Officer S-Sale D Common Stock 15,000 54.95 824.3K 52,667
2021-08-02 Davis Jerry A Officer S-Sale D Common Stock 20,000 55.45 1.11M 129,887
2021-07-30 TOOMEY THOMAS W Officer S-Sale D Common Stock 60,000 55.71 3.34M 1,073,726
2021-07-23 Davis Jerry A Officer S-Sale D Common Stock 20,000 54.48 1.09M 149,887
2021-07-12 Hofmeister Tracy L Officer F-InKind D Common Stock 288 52.28 15.1K 9,506
2021-06-14 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 60,000 49.98 3.00M 1,133,726
2021-06-10 Hofmeister Tracy L Officer S-Sale D Common Stock 2,000 50.50 101.0K 9,794
2021-06-02 Fisher Joseph D Officer S-Sale D Common Stock 11,509 48.85 562.3K 23,977
2021-04-07 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 10,000 44.40 444.0K 1,193,726
2021-03-16 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 1,517 44.51 67.5K 1,242,209
2021-03-15 ALCOCK HARRY G Officer S-Sale D Common Stock 15,000 45.34 680.2K 67,667
2021-02-18 TOOMEY THOMAS W Director / Officer D-Return D Class 2 LTIP Units 113,544 0.00 996,123
2021-02-18 Lacy Michael D Officer D-Return D Class 2 LTIP Units 2,695 0.00 23,616
2021-02-18 Fisher Joseph D Officer D-Return D Class 2 LTIP Units 45,642 0.00 214,851
2021-02-18 Davis Jerry A Officer D-Return D Class 2 LTIP Units 58,775 0.00 369,306
2021-02-18 Cozad Matthew A Officer D-Return D Class 2 LTIP Units 2,695 0.00 48,764
2021-02-18 ALCOCK HARRY G Officer D-Return D Class 2 LTIP Units 40,672 0.00 371,125
2021-02-08 Lacy Michael D Officer F-InKind D Common Stock 297 40.96 12.2K 7,123
2021-02-08 Fisher Joseph D Officer F-InKind D Common Stock 593 40.96 24.3K 35,486
2021-02-08 Davis Jerry A Officer F-InKind D Common Stock 678 40.96 27.8K 169,819
2021-02-08 ALCOCK HARRY G Officer F-InKind D Common Stock 1,251 40.96 51.2K 76,010
2021-01-14 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 120,000 38.81 4.66M 1,251,226
2021-01-04 TOOMEY THOMAS W Director / Officer A-Award A Class 2 Performance LTIP Units 523,364 0.00 2,093,458
2021-01-04 Patterson Mark R Director A-Award A Class 1 Performance LTIP Units 29,907 0.00 29,907
2021-01-04 Morefield Diane M Director A-Award A Class 1 Performance LTIP Units 29,907 0.00 29,907
2021-01-04 McDonnough Clinton D Director A-Award A Class 1 Performance LTIP Units 47,664 0.00 47,664
2021-01-04 MCNAMARA ROBERT A Director A-Award A Common Stock 4,342 36.85 160.0K 21,993
2021-01-04 Lacy Michael D Officer F-InKind D Common Stock 231 36.85 8.5K 7,420
2021-01-04 King Mary Ann Director A-Award A Class 1 LTIP Units 6,513 0.00 35,446
2021-01-04 KLINGBEIL JAMES D Director A-Award A Class 1 Performance LTIP Units 65,421 0.00 65,421
2021-01-04 Hofmeister Tracy L Officer F-InKind D Common Stock 240 36.85 8.8K 10,545
2021-01-04 GROVE JON A Director A-Award A Class 1 Performance LTIP Units 44,860 0.00 44,860
2021-01-04 Fisher Joseph D Officer F-InKind D Common Stock 2,201 36.85 81.1K 36,079
2021-01-04 Cozad Matthew A Officer A-Award A Class 2 Performance LTIP Units 149,532 0.00 149,532
2021-01-04 CATTANACH KATHERINE A Director A-Award A Common Stock 4,342 36.85 160.0K 74,028
2021-01-04 ALCOCK HARRY G Officer A-Award A Class 2 Performance LTIP Units 205,608 0.00 439,252
2020-12-31 TOOMEY THOMAS W Officer D Common Stock 0 0.00 1,463,726
2020-12-31 KLINGBEIL JAMES D Director 0 0.00 0
2020-12-31 Davis Jerry A Officer 0 0.00 0
2020-12-31 CATTANACH KATHERINE A Director 0 0.00 0
2020-11-10 TOOMEY THOMAS W Director / Officer S-Sale D Common Stock 30,000 39.00 1.17M 1,471,226
2020-11-02 Lacy Michael D Officer D Common Stock 0 0.00 8,289
2020-11-02 Cozad Matthew A Officer D Common Stock 0 0.00 12,384
2020-10-09 Morefield Diane M Director A-Award A Common Stock 1,556 35.47 55.2K 1,556
2020-07-13 Hofmeister Tracy L Officer F-InKind D Common Stock 289 36.16 10.5K 10,904
2020-06-08 ALCOCK HARRY G Officer S-Sale D Common Stock 10,000 42.50 425.0K 77,261

Executive team

Top executives
EBIT / Employee
227.2K
Shares Outstanding
325.89M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Thomas W. Toomey Chairman, President and Chief Executive Officer ​ 9.39M 0.00%
2 2025 Michael D. Lacy Senior Vice President - Chief Operating Officer ​ 3.35M 0.00%
3 2025 David D. Bragg 1.92M 0.00%
4 2025 Keith Benson 1.69M 0.00%
5 2024 Thomas W. Toomey Chief Executive Officer 10.37M 0.00%
6 2024 Thomas W. Toomey Chairman, President and Chief Executive Officer ​ 10.37M 0.00%
7 2024 Joseph D. Fisher President, Chief Financial Officer and Chief Investment Officer 4.84M 0.00%
8 2024 Harry G. Alcock Former Senior Vice President - Chief Investment Officer 4.01M 0.00%
9 2024 Michael D. Lacy Senior Vice President - Chief Operating Officer 3.08M 0.00%
10 2024 Michael D. Lacy Senior Vice President - Chief Operating Officer ​ 3.08M 0.00%
11 2023 Thomas W. Toomey Chief Executive Officer 6.73M 0.00%
12 2023 Thomas W. Toomey Chairman, President and Chief Executive Officer ​ 6.73M 0.00%
13 2023 Joseph D. Fisher President, Chief Financial Officer and Chief Investment Officer 3.70M 0.00%
14 2023 Joseph D. Fisher President - Chief Financial Officer 3.70M 0.00%
15 2023 Harry G. Alcock Former Senior Vice President - Chief Investment Officer 2.92M 0.00%
16 2023 Harry G. Alcock Senior Vice President - Chief Investment Officer 2.92M 0.00%
17 2023 Michael D. Lacy Senior Vice President - Chief Operating Officer 2.48M 0.00%
18 2023 Michael D. Lacy Senior Vice President - Chief Operating Officer ​ 2.48M 0.00%
19 2023 Michael D. Lacy Senior Vice President - Property Operations 2.48M 0.00%
20 2022 Thomas W. Toomey Chief Executive Officer 9.85M 0.00%
21 2022 Joseph D. Fisher President - Chief Financial Officer 550.0K 7.62M 17.3K 8.19M 93.07%
22 2022 Thomas W. Toomey Chief Executive Officer 900.0K 7.21M 44.4K 8.15M 88.41%
23 2022 Harry G. Alcock Senior Vice President - Chief Investment Officer 4.33M 0.00%
24 2022 Harry G. Alcock Former Senior Vice President - Chief Investment Officer 4.33M 0.00%
25 2022 Joseph D. Fisher President, Chief Financial Officer and Chief Investment Officer 4.29M 0.00%
26 2022 Joseph D. Fisher President - Chief Financial Officer 4.29M 0.00%
27 2022 Harry G. Alcock Senior Vice President - Chief Investment Officer 550.0K 2.34M 325.0K 18.2K 3.24M 72.40%
28 2022 Michael D. Lacy Senior Vice President - Chief Operating Officer 2.40M 0.00%
29 2022 Michael D. Lacy Senior Vice President - Property Operations 2.40M 0.00%
30 2022 Michael D. Lacy Senior Vice President - Property Operations 450.0K 1.13M 210.0K 21.7K 1.82M 62.45%
31 2021 Thomas W. Toomey Chief Executive Officer 800.0K 13.38M 43.7K 14.23M 94.07%
32 2021 Thomas W. Toomey Chief Executive Officer 11.04M 0.00%
33 2021 Harry G. Alcock Senior Vice President - Chief Investment Officer 5.00M 0.00%
34 2021 Joseph D. Fisher President - Chief Financial Officer 4.67M 0.00%
35 2021 Joseph D. Fisher Senior Vice President - Chief Financial Officer 500.0K 2.55M 18.0K 3.07M 83.10%
36 2021 Harry G. Alcock Senior Vice President - Chief Investment Officer 500.0K 2.17M 275.0K 18.0K 2.96M 73.24%
37 2021 Michael D. Lacy Senior Vice President - Property Operations 1.86M 0.00%
38 2021 Michael D. Lacy Senior Vice President - Property Operations 400.0K 877.7K 412.5K 21.2K 1.71M 51.29%
39 2021 Jerry A. Davis Former President 387.5K 16.2K 403.7K 0.00%
40 2019 Thomas W. Toomey Chief Executive Officer 800.0K 5.47M 34.7K 6.31M 86.77%
41 2019 Jerry A. Davis President – Chief Operating Officer 650.0K 450.0K 2.63M 19.8K 3.75M 70.13%
42 2019 Warren L. Troupe Senior Executive Vice President 500.0K 1.20M 1.98M 16.3K 3.70M 53.62%
43 2019 Harry G. Alcock Senior Vice President and Chief Investment Officer 500.0K 550.0K 2.22M 16.8K 3.29M 67.58%
44 2019 Joseph D. Fisher Senior Vice President and Chief Financial Officer 450.0K 400.0K 1.59M 19.6K 2.46M 64.69%
45 2019 Harry G. Alcock Senior Vice President 450.0K 400.0K 1.59M 19.6K 2.46M 64.69%
46 2018 Thomas W. Toomey Chief Executive Officer 800.0K 300.0K 3.45M 1.70M 27.6K 6.28M 54.96%
47 2018 Warren L. Troupe Senior Executive Vice President 500.0K 1.08M 1.26M 15.6K 2.86M 37.91%
48 2018 Jerry A. Davis President – Chief Operating Officer 450.0K 1.23M 1.14M 18.7K 2.84M 43.33%
49 2018 Harry G. Alcock Senior Vice President and Chief Investment Officer 450.0K 1.23M 1.07M 15.8K 2.77M 44.46%
50 2018 Joseph D. Fisher Senior Vice President and Chief Financial Officer 400.0K 887.4K 562.0K 18.6K 1.87M 47.51%
51 2017 Thomas W. Toomey Chief Executive Officer and President 800.0K 5.33M 1.57M 83.9K 7.78M 68.48%
52 2017 Thomas W. Toomey Chief Executive Officer 800.0K 5.33M 1.57M 83.9K 7.78M 68.48%
53 2017 Jerry A. Davis Senior Vice President and Chief Operating Officer 450.0K 1.39M 1.20M 19.6K 3.06M 45.41%
54 2017 Jerry A. Davis President – Chief Operating Officer 450.0K 1.39M 1.20M 19.6K 3.06M 45.41%
55 2017 Harry G. Alcock Senior Vice President and Chief Investment Officer 450.0K 1.49M 941.0K 17.0K 2.90M 51.39%
56 2017 Warren L. Troupe Senior Executive Vice President 500.0K 1.05M 1.23M 26.4K 2.80M 37.31%
57 2017 Joseph D. Fisher Senior Vice President and Chief Financial Officer 400.0K 1.70M 534.0K 24.0K 2.65M 63.90%
58 2016 Thomas W. Toomey Chief Executive Officer 800.0K 3.49M 1.62M 27.3K 5.93M 58.78%
59 2016 Thomas W. Toomey Chief Executive Officer and President 800.0K 3.49M 1.62M 27.3K 5.93M 58.78%
60 2016 Jerry A. Davis Senior Vice President and Chief Operating Officer 450.0K 1.33M 1.09M 18.8K 2.88M 46.01%
61 2016 Jerry A. Davis President – Chief Operating Officer 450.0K 1.33M 1.09M 18.8K 2.88M 46.01%
62 2016 Warren L. Troupe Senior Executive Vice President 500.0K 1.14M 1.20M 15.7K 2.86M 39.96%
63 2016 Harry G. Alcock Senior Vice President and Chief Investment Officer 450.0K 1.33M 998.0K 16.2K 2.79M 47.53%
64 2016 Thomas M. Herzog Senior Vice President and Chief Financial Officer 219.7K 1.33M 35.3K 1.58M 83.87%
65 2015 Thomas W. Toomey Chief Executive Officer and President 800.0K 4.75M 1.80M 16.5K 7.37M 64.48%
66 2015 Warren L. Troupe Senior Executive Vice President 500.0K 1.74M 2.35M 19.3K 4.61M 37.77%
67 2015 Jerry A. Davis Chief Operating Officer 450.0K 1.74M 2.20M 22.2K 4.41M 39.46%
68 2015 Jerry A. Davis Senior Vice President and Chief Operating Officer 450.0K 1.74M 2.20M 22.2K 4.41M 39.46%
69 2015 Thomas M. Herzog Senior Vice President and Chief Financial Officer 450.0K 1.84M 2.05M 19.3K 4.36M 42.23%
70 2015 Harry G. Alcock Senior Vice President - Asset Management 450.0K 1.74M 2.13M 18.7K 4.34M 40.17%
71 2015 Harry G. Alcock Senior Vice President and Chief Investment Officer 450.0K 1.74M 2.13M 18.7K 4.34M 40.17%
72 2014 Thomas W. Toomey Chief Executive Officer and President 750.0K 3.67M 1.98M 15.5K 6.42M 57.28%
73 2014 Thomas W. Toomey Chief Executive Officer and President 750.0K 3.67M 1.98M 15.5K 6.42M 57.28%
74 2014 Warren L. Troupe Senior Executive Vice President 475.0K 1.38M 1.27M 22.3K 3.15M 43.78%
75 2014 Warren L. Troupe Senior Executive Vice President 475.0K 1.38M 1.27M 22.3K 3.15M 43.78%
76 2014 Jerry A. Davis Chief Operating Officer 400.0K 1.38M 1.17M 21.3K 2.97M 46.36%
77 2014 Jerry A. Davis Senior Vice President and Chief Operating Officer 400.0K 1.38M 1.17M 21.3K 2.97M 46.36%
78 2014 Jerry A. Davis Chief Operating Officer 400.0K 1.38M 1.17M 21.3K 2.97M 46.36%
79 2014 Harry G. Alcock Senior Vice President and Chief Investment Officer 400.0K 1.29M 1.00M 16.5K 2.70M 47.59%
80 2014 Harry G. Alcock Senior Vice President - Asset Management 400.0K 1.29M 1.00M 16.5K 2.70M 47.59%
81 2014 Harry G. Alcock Senior Vice President 400.0K 1.29M 1.00M 16.5K 2.70M 47.59%
82 2014 Thomas M. Herzog Senior Vice President and Chief Financial Officer 400.0K 1.10M 1.11M 20.5K 2.63M 41.93%
83 2014 Thomas M. Herzog Senior Vice President 400.0K 1.10M 1.11M 20.5K 2.63M 41.93%
84 2013 Thomas W. Toomey Chief Executive Officer and President 750.0K 3.78M 1.92M 12.3K 6.46M 58.48%
85 2013 Thomas W. Toomey Chief Executive Officer and President 750.0K 3.78M 1.92M 12.3K 6.46M 58.48%
86 2013 Warren L. Troupe Senior Executive Vice President 450.0K 1.42M 1.32M 20.5K 3.21M 44.18%
87 2013 Warren L. Troupe Senior Executive Vice President 450.0K 1.42M 1.32M 20.5K 3.21M 44.18%
88 2013 Harry G. Alcock Senior Vice President — Asset Management 325.0K 1.32M 1.08M 16.6K 2.74M 48.28%
89 2013 Harry G. Alcock Senior Vice President - Asset Management 325.0K 1.32M 1.08M 16.6K 2.74M 48.28%
90 2013 Harry G. Alcock Senior Vice President 325.0K 1.32M 1.08M 16.6K 2.74M 48.28%
91 2013 Jerry A. Davis Chief Operating Officer 325.0K 1.13M 1.10M 24.5K 2.58M 43.89%
92 2013 Jerry A. Davis Chief Operating Officer 325.0K 1.13M 1.10M 24.5K 2.58M 43.89%
93 2013 Thomas M. Herzog Senior Vice President and Chief Financial Officer 330.0K 1.15M 1.01M 11.3K 2.50M 46.08%
94 2013 Thomas M. Herzog Senior Vice President 330.0K 1.15M 1.01M 11.3K 2.50M 46.08%
95 2012 Thomas W. Toomey Chief Executive Officer and President 750.0K 1.38M 12.0K 2.14M 0.00%
96 2012 Jerry A. Davis Chief Operating Officer 325.0K 1.27M 24.0K 1.62M 0.00%
97 2012 Jerry A. Davis Senior Vice President — Property Operations 325.0K 1.27M 24.0K 1.62M 0.00%
98 2012 Harry G. Alcock Senior Vice President — Asset Management 325.0K 1.20M 16.0K 1.54M 0.00%
99 2012 Harry G. Alcock Senior Vice President 325.0K 1.20M 16.0K 1.54M 0.00%
100 2012 Warren L. Troupe Senior Executive Vice President 450.0K 1.04M 20.1K 1.51M 0.00%
101 2012 David L. Messenger Senior Vice President and Chief Financial Officer 125.0K 17.1K 142.1K 0.00%
102 2011 Thomas W. Toomey Chief Executive Officer and President 500.0K 1.18M 1.53M 14.1K 3.21M 0.00%
103 2011 Warren L. Troupe Senior Executive Vice President 450.0K 580.0K 1.17M 15.9K 2.22M 0.00%
104 2011 Harry G. Alcock Senior Vice President — Asset Management 260.0K 675.0K 825.0K 13.3K 1.77M 0.00%
105 2011 Harry G. Alcock Senior Vice President — Asset Management 260.0K 675.0K 825.0K 13.3K 1.77M 0.00%
106 2011 Jerry A. Davis Senior Vice President — Property Operations 300.0K 512.0K 438.0K 19.6K 1.27M 0.00%
107 2011 Jerry A. Davis Chief Operating Officer 300.0K 512.0K 438.0K 19.6K 1.27M 0.00%
108 2011 David L. Messenger Senior Vice President and Chief Financial Officer 300.0K 400.0K 20.0K 720.0K 0.00%
109 2010 Thomas W. Toomey Chief Executive Officer and President 500.0K 6.00M 2.14M 15.7K 8.65M 69.35%
110 2010 W. Mark Wallis Senior Executive Vice President 450.0K 8.36M 0.00%
111 2010 Warren L. Troupe Senior Executive Vice President 450.0K 3.90M 1.65M 17.1K 6.02M 64.82%
112 2010 Jerry A. Davis Senior Vice President — Property Operations 260.0K 1.20M 650.0K 20.5K 2.13M 56.32%
113 2010 Jerry A. Davis Senior Vice President — Property Operations 260.0K 2.13M 0.00%
114 2010 David L. Messenger Senior Vice President and Chief Financial Officer 275.0K 425.0K 1.20M 20.3K 1.92M 62.49%
115 2009 Thomas W. Toomey Chief Executive Officer and President 500.0K 2.00M 1.34M 19.8K 3.86M 51.87%
116 2009 W. Mark Wallis Senior Executive Vice President 450.0K 2.95M 0.00%
117 2009 Warren L. Troupe Senior Executive Vice President 450.0K 650.0K 850.0K 850.0K 15.2K 2.82M 53.28%
118 2009 David L. Messenger Senior Vice President and Chief Financial Officer 275.0K 325.0K 525.0K 21.4K 1.15M 45.80%
119 2009 Richard A Giannotti Executive Vice President — Redevelopment 240.0K 650.0K 949.6K 0.00%
120 2008 Warren L. Troupe Senior Executive Vice President 363.5K 1.20M 5.81M 0.00%
121 2008 Thomas W. Toomey Chief Executive Officer and President 500.0K 2.00M 3.82M 0.00%
122 2008 W. Mark Wallis Senior Executive Vice President 438.6K 1.25M 2.26M 0.00%
123 2008 Richard A Giannotti Executive Vice President — Redevelopment 240.0K 550.0K 888.9K 0.00%
124 2008 Richard A Giannotti Executive Vice President -- 240.0K 550.0K 888.9K 0.00%
125 2008 David L. Messenger Senior Vice President and Chief Financial Officer 208.8K 475.0K 801.0K 0.00%
126 2008 Michael A. Ernst Executive Vice President and Chief 183.5K 293.9K 0.00%
127 2007 Thomas W. Toomey Chief Executive Officer and President 500.0K 500.0K 2.36M 0.00%
128 2007 W. Mark Wallis Senior Executive Vice President 360.0K 900.0K 1.82M 0.00%
129 2007 Michael A. Ernst Executive Vice President and Chief Financial Officer 300.0K 545.0K 470.0K 71.9K 1.39M 33.89%
130 2007 Michael A. Ernst Executive Vice President and Chief 300.0K 545.0K 1.33M 0.00%
131 2007 Martha R. Carlin Executive Vice President, Director of Property Operations 340.0K 600.0K 54.9K 76.3K 1.07M 5.12%
132 2007 Richard A. Giannotti Executive Vice President — Redevelopment 240.0K 550.0K 35.9K 30.3K 856.2K 4.20%
133 2007 Richard A Giannotti Executive Vice President — Redevelopment 240.0K 550.0K 839.2K 0.00%
134 2007 Richard A Giannotti Executive Vice President — Redevelopment 240.0K 550.0K 839.2K 0.00%
135 2007 Matthew T. Akin Senior Vice President — Acquisitions Dispositions 200.0K 400.0K 30.0K 50.6K 680.6K 4.41%
136 2007 David L. Messenger Senior Vice President and Chief Financial Officer 170.0K 150.0K 432.9K 0.00%
137 2007 Warren L. Troupe Senior Executive Vice President
138 2006 Chief Executive Officer and President 450.0K 1.30M 1.36M 388.1K 3.50M 38.84%
139 2006 Thomas W. Toomey Chief Executive Officer and President 450.0K 500.0K 2.32M 0.00%
140 2006 Senior Executive Vice President 330.0K 1.10M 458.1K 70.1K 1.96M 23.39%
141 2006 W. Mark Wallis Senior Executive Vice President 330.0K 1.00M 1.80M 0.00%
142 2006 Executive Vice President, Director of Property Operations 250.0K 700.0K 432.5K 58.7K 1.44M 30.01%
143 2006 Martha R. Carlin Executive Vice President, Director of Property Operations 250.0K 500.0K 432.5K 58.7K 1.24M 34.84%
144 2006 Executive Vice President and Chief Financial Officer 150.0K 300.0K 289.5K 274.9K 1.01M 28.54%
145 2006 Michael A. Ernst Executive Vice President and Chief Financial Officer 150.0K 150.0K 289.5K 274.9K 864.4K 33.49%
146 2006 Michael A. Ernst Executive Vice President and Chief 150.0K 150.0K 864.4K 0.00%
147 2006 Senior Vice President— Condominiums 205.0K 555.0K 51.3K 15.8K 827.1K 6.20%
148 2006 Executive Vice President— Corporate Strategy 260.0K 400.0K 69.6K 50.0K 779.7K 8.93%
149 2006 Richard A. Giannotti Executive Vice President — Redevelopment 240.0K 225.0K 168.0K 36.5K 669.5K 25.09%
150 2006 David L. Messenger Senior Vice President and Chief Financial Officer 153.1K 330.0K 656.1K 0.00%
151 2006 Richard A Giannotti Executive Vice President -- 240.0K 225.0K 645.0K 0.00%
152 2006 Matthew T. Akin Senior Vice President — Acquisitions Dispositions 200.0K 350.0K 32.4K 36.3K 618.7K 5.23%
153 2006 Warren L. Troupe Senior Executive Vice President
154 2005 Thomas W. Toomey Chief Executive Officer and President 450.0K 850.0K 1.30M 0.00%
155 2005 W. Mark Wallis Senior Executive Vice President 260.0K 1.00M 1.26M 0.00%
156 2005 Martha R. Carlin Executive Vice President, Director of Property Operations 232.1K 450.0K 2.9K 685.0K 0.00%
157 2005 Christopher D. Genry Executive Vice President — Corporate Strategy 260.0K 300.0K 6.3K 566.3K 0.00%
158 2005 Richard A. Giannotti Executive Vice President — Asset Quality 200.0K 270.0K 6.3K 476.3K 0.00%
159 2004 Thomas W. Toomey Chief Executive Officer and President 400.3K 1.25M 1.65M 0.00%
160 2004 Christopher D. Genry Executive Vice President — Corporate Strategy 245.0K 550.0K 6.5K 801.5K 0.00%
161 2004 W. Mark Wallis Senior Executive Vice President 251.3K 550.0K 801.3K 0.00%
162 2004 Martha R. Carlin Executive Vice President, Director of Property Operations 211.3K 420.0K 1.8K 633.1K 0.00%
163 2004 Richard A. Giannotti Executive Vice President — Asset Quality 190.0K 155.0K 6.5K 351.5K 0.00%
164 2003 Thomas W. Toomey Chief Executive Officer and President 250.0K 950.0K 1.20M 0.00%
165 2003 Thomas W. Toomey Chief Executive Officer and President 250.0K 950.0K 1.20M 0.00%
166 2003 Christopher D. Genry Executive Vice President — Corporate Strategy 200.0K 500.0K 6.0K 706.0K 0.00%
167 2003 Christopher D. Genry Executive Vice President — Corporate Strategy 200.0K 500.0K 700.0K 0.00%
168 2003 W. Mark Wallis Senior Executive Vice President 225.0K 450.0K 675.0K 0.00%
169 2003 W. Mark Wallis Senior Executive Vice President 225.0K 450.0K 675.0K 0.00%
170 2003 Ella S. Neyland 200.0K 450.0K 650.0K 0.00%
171 2003 Martha R. Carlin Executive Vice President, Director of Property Operations 168.0K 335.0K 6.0K 509.0K 0.00%
172 2003 Martha R. Carlin Executive Vice President, Director of Property Operations 168.0K 335.0K 503.0K 0.00%
173 2003 Richard A. Giannotti Executive Vice President — Asset Quality 183.2K 140.0K 6.0K 329.2K 0.00%
174 2002 Thomas W. Toomey Chief Executive Officer and President 250.0K 1.10M 1.35M 0.00%
175 2002 W. Mark Wallis Senior Executive Vice President 225.0K 575.0K 800.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-11 DEFA14A
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2025-03-27 DEFA14A
2025-03-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 DEFA14A
2026-05-04 8-K
2026-04-30 SC 13G
2026-04-30 10-Q
2026-04-29 SC 13G
2026-04-29 8-K
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2026-04-02 ARS
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
David Dooley Bragg Senior Vice President & Chief Financial Officer 1M male
Keith Benson Senior VP & Chief Legal Officer 1M male
Thomas W. Toomey Chairman, President & Chief Executive Officer 923.3K male
Michael D. Lacy Senior Vice President & Chief Operating Officer 893.1K male
Shane Summers Vice President of Operations, Sourcing & Administration
Shezelle J. Krei Senior VP & Head of Human Resources female
Todd W. Newton Vice President of Marketing
Tracy L. Hofmeister Senior Vice President & Chief Accounting Officer male
Andrew J. Lavaux Senior Vice President of Development & Construction male
Trent Nathan Trujillo Vice President of Investor Relations male
H. Andrew Cantor Senior Vice President of Investments male
Joshua A. Gampp Senior Vice President & Chief Technology Officer male
ESG Rating
C+
REIT - RESIDENTIAL
2015
E (Environmental)
51.8 / 66.6
Company / Sector avg.
S (Social)
50.4 / 64.9
Company / Sector avg.
G (Governance)
53.3 / 67.8
Company / Sector avg.
ESG Total
51.9 / 66.4
Company / Sector avg.
ESG Score History REIT - RESIDENTIAL
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
2025-10-07 2025-11-14 Ro Khanna CA17 Spouse Sale $15,001 - $50,000
2025-09-29 2025-10-03 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-09-25 2025-10-08 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-08-26 2025-09-12 Ro Khanna CA17 Sale $1,001 - $15,000
2025-07-25 2025-08-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-11-03 2023-12-06 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-10-31 2023-11-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-10-10 2023-11-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-09-06 2023-10-06 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-08-03 2023-09-06 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-07-12 2023-08-13 Daniel Goldman NY10 Sale $1,001 - $15,000
2023-05-19 2023-06-12 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-03-14 2023-04-07 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-01-09 2023-02-07 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-12-06 2023-01-03 Ro Khanna CA17 Sale $1,001 - $15,000
2022-12-06 2023-01-03 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-09-29 2022-10-07 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-06-16 2022-07-07 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-05-23 2022-06-10 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-02-17 2022-03-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
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