OakChart

Equity Lifestyle Properties Inc

ELSReal Estate·REIT - Residential·USA·Large·NYSE·Nov 12 • 3:59 PM ET

61.53-0.45 (-0.73%)
2026-11-13 13:11 CET
Market cap
$12.38B
Revenue, TTM
1,580.03 USD m
Net income, TTM
391.11 USD m
Free cash flow, TTM
377.13 USD m
EPS diluted, TTM
2.02
Price / earnings
30.49
Compare

Price

ELS against its 20, 50 and 200-day averages
Terms2050200BeatMiss
Patternshover a marker to name it
RS 8Sales 389Price38838957.5060.0062.5065.0067.502.4M4.9MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26ELSclose 61.5320-day 61.0050-day 60.31200-day 63.4861.5352w low 57.4652-week range, not 6 months

10.8% under the 52-week high of 69.00 on 13 Mar 2026. 52-week low 57.46 on 1 Oct 2026. Last 15 sessions, 10.7% high to low

Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average

Setup. RS line 8
CANSLIM 2 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); 52-Week High/Low: 0-10% below High; Performance: Year +50%
VCP 3 of 6 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High
Minervini 0 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High; Performance: Year +50%
Zanger 2 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5; 200-Day Simple Moving Average: Price above SMA200
Leaders 2 of 5 — fails: 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; 52-Week High/Low: 0-10% below High
Breakout 1 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2; 200-Day Simple Moving Average: Price above SMA200
Growth 1 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%)
Quality 2 of 5 — fails: Debt/Equity: Low (<0.1); P/E: Under 25; Current Ratio: Over 1
Value 1 of 4 — fails: P/E: Under 15; P/B: Under 2; Debt/Equity: Low (<0.1)
Income 2 of 4 — fails: Payout Ratio: Low (<20%); P/E: Under 25
Small Cap 1 of 4 — fails: Float: Under 100M; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Accumulation 1 of 4 — fails: Institutional Transactions: Over +10%; 200-Day Simple Moving Average: Price above SMA200; Performance: Year Up
Relative Strength 1 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200

Profile

ELS
52-week range, 35% of the way up
57.4669.00

Equity LifeStyle Properties, Inc. is a real estate investment trust, which engages in the ownership and operation of lifestyle-oriented properties consisting primarily of manufactured home, and recreational vehicle communities. It operates through the Property Operations and Home Sales and Rentals Operations. The Property Operations segment owns and operates land lease properties. The Home Sales and Rentals Operations segment purchases, sells and leases homes at the properties. The company was founded in December 1992 and is headquartered in Chicago, IL.

IndexRUI
IPOFeb 25, 1993
Beta0.61
ATR, 14d1.34
Rel volume0.00
Short float5.54%
Insider own1.18%
Inst own109.01%

Snapshot

6 groups

Valuation

IndexRUI
Market Cap$12.38B
Enterprise Value15.72B
Income391.11M
Sales1.58B
Book / share9.01
Cash / share0.12
Dividend Est.2.17 (3.53%)
Dividend TTM2.14 (3.48%)
Dividend Ex-DateDec 24, 2026
Dividend Gr. 3/5Y7.90% 8.50%
Payout102.53%
Employees-
IPOFeb 25, 1993

Ratios

Price / earnings30.49
Forward price / earnings28.08
Price / earnings / growth4.69
Price / sales7.83
Price / book6.83
Price / cash508.66
Price / free cash flow32.82
Value / cash profit20.76
Value / sales9.95
Quick Ratio0.21
Current Ratio0.21
Debt / equity1.89
Long-term debt / equity1.89
Options and shortYes / Yes

Earnings

Earnings / share2.02
Earnings next year2.19
Earnings next quarter0.54
Earnings this year1.93%
Earnings next year6.96%
Earnings growth, 5 years5.98%
Past earnings growth9.50% 9.89%
Past sales growth1.87% 7.09%
Earnings vs last year1.18%
Sales vs last year2.76%
Earnings vs last quarter-8.16%
Sales vs last quarter4.02%
EarningsOct 20 AMC
Surprise-11.54% 1.78%

Ownership

Insiders own1.18%
Insider trades0.00%
Institutions own109.01%
Institution trades0.87%
Return on assets6.79%
Return on equity22.34%
Return on capital7.74%
Gross Margin38.33%
Operating margin34.32%
Profit Margin24.75%
20-day average0.88%
50-day average2.03%
200-day average-3.07%

Technical

Shares out194.07M
Shares floating192.50M
Short / float5.54%
Short ratio5.91
Short interest10.66M
52-week high69.00 -10.8%
52-week low57.46 +7.1%
Volatility1.73% 2.29%
Average range1.34
Strength index53.12
Market sensitivity0.61
Relative volume0.00
Avg Volume1.81M
Volume0

Performance

Perf Week-2.30%
Perf Month3.22%
Perf Quarter-6.22%
Perf Half Y-0.69%
Perf YTD1.52%
Perf Year-0.97%
Perf 3Y-6.14%
Perf 5Y-26.94%
Perf 10Y82.27%
Recommendation1.89
Target Price67.71
Prev Close61.53
Price61.53
Change %0.00%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Sep 21, 2026DowngradeMizuhoOutperform → Neutral$65+5.6%
Jul 14, 2026DowngradeBarclaysOverweight → Equal Weight$68+10.5%
Apr 15, 2026UpgradeDeutsche BankHold → Buy$72+17.0%
Mar 31, 2026InitiatedMizuhoOutperform$72+17.0%
Feb 27, 2026DowngradeWells FargoOverweight → Equal Weight$70+13.8%
Feb 03, 2026UpgradeBofA SecuritiesNeutral → Buy$76+23.5%
Jan 20, 2026DowngradeDeutsche BankBuy → Hold$65+5.6%
Dec 08, 2025UpgradeRBC Capital MktsSector Perform → Outperform$70+13.8%
Oct 23, 2025ReiteratedEvercore ISIIn-line$67 → $65+5.6%
Jul 29, 2025UpgradeBarclaysEqual Weight → Overweight$67+8.9%

Peers

Mkt cap
TickerCompanyMkt cap
SUISun Communities Inc14.01B
UMHUMH Properties Inc1.25B
AMHAmerican Homes 4 Rent11.54B
INVHInvitation Homes Inc15.35B
CPTCamden Property Trust13.26B
MAAMid-America Apartment Communities Inc13.85B
ESSEssex Property Trust Inc18.17B
UDRUDR Inc11.45B
VMRKVivmark Residential49.47B
IRTIndependence Realty Trust Inc3.59B

Insider trading

2 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
CONTIS DAVID JDirectorMar 18 '26Sale67.223,000201,66014,890Mar 20 05:12 PM
CONTIS DAVID JDirectorMar 18 '26Proposed Sale67.223,000201,660Mar 18 12:04 PM

Held by

AUM
TickerCompanyAUM
VNQVanguard Real Estate Index Fund ETFAUM: 39.24B
IJHiShares Core S&P Mid-Cap ETFAUM: 125.56B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
VBVanguard Morningstar Small-Cap ETFAUM: 80.23B
VBKVanguard Morningstar Small-Cap Growth ETFAUM: 22.68B
VXFVanguard Extended Market Index ETFAUM: 30.79B
SDYState Street SPDR S&P Dividend ETFAUM: 22.74B
SCHHSchwab U.S. REIT ETFAUM: 11.93B
MDYState Street SPDR S&P MIDCAP 400 ETF TrustAUM: 26.08B
DFARDFA Real Estate Securities Portfolio ETF Class SharesAUM: 1.82B

News

latest 14 of 198

Quarterly earnings

2026Q3 EPS 0.450 missed 0.509, from 0.500 a year earlier. Sales 409.9 beat 402.75, from 393.31 a year earlier
EPS
0.57002024Q4 EPS 0.500 against 0.48324Q42025Q1 EPS 0.570 against 0.55425Q12025Q2 EPS 0.420 against 0.41425Q22025Q3 EPS 0.500 against 0.46525Q32025Q4 EPS 0.520 against 0.50625Q42026Q1 EPS 0.560 against 0.55126Q12026Q2 EPS 0.500 against 0.43526Q22026Q3 EPS 0.450 against 0.50926Q3
Sales, USD millions
409.902024Q4 sales 301.4 against 309.7324Q42025Q1 sales 327.21 against 335.125Q12025Q2 sales 313.29 against 318.2225Q22025Q3 sales 393.31 against 38725Q32025Q4 sales 373.87 against 382.2625Q42026Q1 sales 397.6 against 397.1626Q12026Q2 sales 397.82 against 383.6626Q22026Q3 sales 409.9 against 402.7526Q3

The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.

PeriodReportedEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mSurpriseYear-ago quarterAnalystsNext session
2026Q3ended 2026-09-302026-10-20 16:300.4500.5090.450409.9402.75EPS -11.5% · sales +1.8%vs 2025Q3, year-ago quarter · EPS -10.0% · sales +4.2%9 EPS · 8 salesOpen +0.08% vs SPY +0.28%. Close -4.53% vs SPY +0.53%
2026Q2ended 2026-06-302026-07-22 16:300.5000.4350.497397.82383.66EPS +15.0% · sales +3.7%vs 2025Q2, year-ago quarter · EPS +19.0% · sales +27.0%8 EPS · 7 salesOpen +0.08% vs SPY -1.08%. Close +0.84% vs SPY -1.23%
2026Q1ended 2026-03-312026-04-21 16:300.5600.5510.557397.6397.16EPS +1.6% · sales +0.1%vs 2025Q1, year-ago quarter · EPS -1.8% · sales +21.5%9 EPS · 8 salesOpen -0.40% vs SPY +0.72%. Close -3.37% vs SPY +1.01%
2025Q4ended 2025-12-312026-01-28 16:300.5200.5060.519373.87382.26EPS +2.8% · sales -2.2%vs 2024Q4, year-ago quarter · EPS +4.0% · sales +24.0%8 EPS · 6 salesOpen +1.13% vs SPY +0.14%. Close +1.37% vs SPY -0.20%
2025Q3ended 2025-09-302025-10-22 16:300.5000.4650.485393.31387EPS +7.6% · sales +1.6%vs 2024Q3, year-ago quarter · EPS +13.6% · sales +25.1%8 EPS · 7 salesOpen -2.56% vs SPY +0.05%. Close -3.76% vs SPY +0.59%
2025Q2ended 2025-06-302025-07-21 16:300.4200.4140.398313.29318.22EPS +1.4% · sales -1.5%vs 2024Q2, year-ago quarter · EPS 0.0% · sales +4.2%8 EPS · 5 salesOpen -1.56% vs SPY +0.05%. Close -0.28% vs SPY +0.01%
2025Q1ended 2025-03-312025-04-21 16:300.5700.5540.546327.21335.1EPS +2.9% · sales -2.4%vs 2024Q1, year-ago quarter · EPS -3.4% · sales +3.4%7 EPS · 5 salesOpen -3.00% vs SPY +1.22%. Close -1.15% vs SPY +2.60%
2024Q4ended 2024-12-312025-01-27 16:300.5000.4830.480301.4309.73EPS +3.6% · sales -2.7%vs 2023Q4, year-ago quarter · EPS +2.0% · sales +3.7%6 EPS · 5 salesOpen -0.82% vs SPY +0.21%. Close -3.91% vs SPY +0.86%
2024Q3ended 2024-09-302024-10-21 16:300.4400.4440.424314.47315.78EPS -0.9% · sales -0.4%vs 2023Q3, year-ago quarter · EPS +7.3% · sales +3.7%6 EPS · 5 salesOpen -0.25% vs SPY -0.44%. Close +0.99% vs SPY -0.05%
2024Q2ended 2024-06-302024-07-22 16:300.4200.3530.420300.79334.53EPS +18.9% · sales -10.1%vs 2023Q2, year-ago quarter · EPS +23.5% · sales +4.2%5 EPS · 9 salesOpen +1.51% vs SPY -0.02%. Close -2.05% vs SPY -0.16%
2024Q1ended 2024-03-312024-04-22 16:300.5900.4850.562316.6340.45EPS +21.8% · sales -7.0%vs 2023Q1, year-ago quarter · EPS +34.1% · sales +6.8%6 EPS · 10 salesOpen +0.02% vs SPY +0.41%. Close -1.48% vs SPY +1.19%
2023Q4ended 2023-12-312024-01-30 08:300.4900.4320.470290.52324.23EPS +13.5% · sales -10.4%vs 2022Q4, year-ago quarter · EPS +25.6% · sales +7.9%5 EPS · 8 salesOpen +1.64% vs SPY -0.14%. Close +1.51% vs SPY -0.08%
2023Q3ended 2023-09-302023-10-16 16:300.4100.4100.394303.33337.75EPS +0.1% · sales -10.2%vs 2022Q3, year-ago quarter · EPS +13.9% · sales +5.0%5 EPS · 9 sales-
2023Q2ended 2023-06-302023-07-17 16:300.3400.3500.322288.7325.08EPS -2.9% · sales -11.2%vs 2022Q2, year-ago quarter · EPS +3.0% · sales +4.9%4 EPS · 6 sales-
2023Q1ended 2023-03-312023-04-17 16:300.4400.4560.422296.45317.88EPS -3.6% · sales -6.7%vs 2022Q1, year-ago quarter · EPS -2.2% · sales +4.0%4 EPS · 7 sales-
2022Q4ended 2022-12-312023-01-30 16:300.3900.2940.393269.19298.16EPS +32.5% · sales -9.7%vs 2021Q4, year-ago quarter · EPS +8.3% · sales -17.3%3 EPS · 5 sales-

Annual earnings

2025FY EPS 2.010 beat 1.954, from 1.960 a year earlier. Sales 1,531 beat 1,520, from 1,233 a year earlier
EPS
2.01002018FY EPS 1.190 against 1.13520182019FY EPS 1.540 against 1.46020192020FY EPS 1.250 against 1.21020202021FY EPS 1.430 against 1.35920212022FY EPS 1.530 against 1.40520222023FY EPS 1.690 against 1.59320232024FY EPS 1.960 against 1.89020242025FY EPS 2.010 against 1.9542025
Sales, USD millions
1,53102018FY sales 986.65 against 942.4120182019FY sales 879.64 against 997.8220192020FY sales 1,091 against 1,05520202021FY sales 1,272 against 1,14520212022FY sales 1,119 against 1,29520222023FY sales 1,179 against 1,21720232024FY sales 1,233 against 1,25820242025FY sales 1,531 against 1,5202025

Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.

earnings feed, not the snapshot. Not the statement ratio.

PeriodEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mP/E, earnings feed
2030FYestimate-2.570--1,95723.94
2029FYestimate-2.605--1,85723.62
2028FYestimate-2.393--1,74125.72
2027FYestimate-2.192--1,65128.08
2026FYestimate-2.049--1,57630.03
2025FY2.0101.9542.0101,5311,52030.15
2024FY1.9601.8901.9571,2331,25833.98
2023FY1.6901.5931.6081,1791,21741.67
2022FY1.5301.4051.5301,1191,29542.15
2021FY1.4301.3591.4311,2721,14561.06
2020FY1.2501.2101.2541,0911,05550.49
2019FY1.5401.4601.541879.64997.8245.53
2018FY1.1901.1351.191986.65942.4140.65
2017FY1.0851.0951.085925.31834.6540.86
2016FY0.9600.9680.961819.1766.8537.41
2015FY0.7700.7800.769774.2734.1979.91
2014FY0.7050.6950.705776.81689.0387.28
2013FY0.373-0.640728.38659.71164.87
2012FY0.3300.2900.330709.88577.33186.46
2011FY0.2450.2540.160580.07528.25251.14
2010FY0.3130.2790.313511.36469.11196.90

Quarterly results

2026Q3 revenue 410.01, from 394.17 a year earlier. Operating margin 33.1%, from 32.8% a year earlier
Revenue, USD millions
410.0102024Q4 revenue 377.6924Q42025Q1 revenue 388.0625Q12025Q2 revenue 377.6825Q22025Q3 revenue 394.1725Q32025Q4 revenue 374.3825Q42026Q1 revenue 397.7426Q12026Q2 revenue 397.8926Q22026Q3 revenue 410.0126Q3
Operating margin
38.102024Q4 operating margin 38.1%24Q42025Q1 operating margin 36.5%25Q12025Q2 operating margin 30.9%25Q22025Q3 operating margin 32.8%25Q32025Q4 operating margin 35.9%25Q42026Q1 operating margin 36.8%26Q12026Q2 operating margin 31.7%26Q22026Q3 operating margin 33.1%26Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type. 2026FY E 2.05 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYSUSD millions2026-11-081,576+0.0%
2026Q4S-2026-11-08389.12+0.2%
2026FYEper share2026-11-022.05-0.5%
2026Q4Eper share2026-11-020.540.0%
2026FYRper share2026-11-021.98-3.7%
2026Q4Rper share2026-11-020.53-0.3%
2026Q3Eper share2026-10-190.510.0%
2026Q3Rper share2026-10-190.51+0.0%
2026Q3S-2026-10-12402.750.0%
2026Q2Eper share2026-07-150.430.0%
2026Q2S-2026-07-13383.66+0.5%
2026Q2Rper share2026-07-120.430.0%
2026Q1Eper share2026-04-150.550.0%
2026Q1Rper share2026-04-140.55+0.5%
2026Q1S-2026-04-14397.16+0.1%
2025FYEper share2026-01-191.95-0.2%
2025Q4Eper share2026-01-190.51-0.4%
2025FYRper share2026-01-191.92-0.1%
2025Q4Rper share2026-01-190.49-3.6%
2025FYSUSD millions2026-01-191,520-0.8%
2025Q4S-2026-01-19382.26-1.5%
2025Q3Eper share2025-10-170.46+0.3%
2025Q3S-2025-10-05328.650.0%
2025Q3Rper share2025-09-060.460.0%
2025Q2Eper share2025-07-190.410.0%
2025Q2S-2025-07-09318.220.0%
2025Q2Rper share2025-06-230.41-3.6%
2025Q1Eper share2025-04-160.550.0%
2025Q1S-2025-04-09335.1-3.1%
2025Q1Rper share2025-03-040.55+2.9%
2024FYEper share2025-01-231.89-0.4%
2024Q4Eper share2025-01-230.48-0.2%
2024FYRper share2025-01-201.870.0%
2024Q4Rper share2025-01-200.480.0%
2024FYSUSD millions2025-01-201,2780.0%
2024Q4S-2025-01-20314.860.0%
2024Q3Eper share2024-10-180.44+1.0%
2024Q3S-2024-10-18315.78-1.9%
2024Q3Rper share2024-09-230.410.0%
2024Q2Eper share2024-07-140.350.0%
2024Q2Rper share2024-07-100.33-2.7%
2024Q2S-2024-07-10334.53-0.1%
2024Q1Eper share2024-04-190.48+0.2%
2024Q1Rper share2024-04-190.46+1.4%
2024Q1S-2024-04-19340.45+0.0%
2023FYEper share2024-01-101.590.0%
2023FYSUSD millions2023-12-311,2170.0%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share1.0851.1911.5411.2541.4311.531.6081.9572.0092.0183-
Sales USD millions9259871,0381,0901,3161,4511,5081,5401,5341,580-
Shares million shares177180182182186186186191194-194
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.4240.480.5460.3980.4850.5190.5570.4970.446
Sales USD millions389378388378394374398398410
Shares million shares187191191191194194194194194

Income statement, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Total Revenue1,580.031,534.27-0.4%1,540.19+2.2%1,507.52+3.9%1,451.39+10.3%1,315.66+20.8%1,089.51+5.0%1,038.09+5.2%986.91
Total Expenses1,037.791,013.51-0.9%1,022.89-1.4%1,036.96+0.3%1,033.90+10.8%932.72+25.7%741.87+6.5%696.88+5.7%659.14
Operating Income542.23520.76+0.7%517.30+9.9%470.56+12.7%417.49+9.0%382.93+10.2%347.63+1.9%341.21+4.1%327.77
Unusual Expense-7.20-4.49-15.12-21700.0%0.07-94.0%1.16-58.3%2.78-74.2%10.79+624.2%1.49+39.3%1.07
Net Income Before Taxes413.38392.27+3.7%378.22+19.5%316.48+5.9%298.82+8.3%276.00+14.3%241.42-18.4%295.92+30.7%226.39
Income Taxes9.92-3.27-0.35-10.490.000.000.000.000.00
Consolidated Net Income404.07402.06+2.8%391.07+18.6%329.68+10.3%298.82+8.3%276.00+14.3%241.42-18.4%295.92+30.7%226.39
Net Income From Continuing Operations391.12386.51+3.5%373.26+18.8%314.21+10.4%284.63+8.4%262.48+15.0%228.28-18.2%279.14+31.3%212.61
Net Income391.11386.49+3.5%373.25+18.8%314.19+10.4%284.61+8.4%262.46+15.0%228.27-18.2%279.12+31.3%212.60
EPS (Recurring) per share1.991.99+9.9%1.81+12.4%1.61+5.2%1.53+6.3%1.44+11.6%1.29-16.8%1.55+30.3%1.19
EPS (Basic, Before Extraordinaries) per share2.022.01+2.6%1.96+16.0%1.69+10.5%1.53+7.0%1.43+13.5%1.26-18.2%1.54+29.4%1.19
EPS (Diluted) per share2.022.01+2.6%1.96+21.7%1.61+5.2%1.53+7.0%1.43+14.4%1.25-18.8%1.54+29.4%1.19
Non-Operating Income (Expense)1.060.92-2.47-3.58-206.5%3.36-12.0%3.82-29.3%5.40-91.2%61.26+1140.1%4.94
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense7.545.73+8.3%5.29-54.4%11.61+10.6%10.50-3.7%10.90-5.5%11.53+10.0%10.48+4.9%9.99
Price To Earnings Ratio ratio statement ratio, not the snapshot30.4930.4935.5046.1043.2561.2750.5451.5640.76
Price To Sales Ratio ratio7.397.918.509.148.6912.8511.2013.029.36
Gross Margin %38.3337.7537.8836.1234.0734.2437.3438.0838.45
Operating Margin %34.3233.9433.5931.2128.7629.1131.9132.8733.21
Net Margin %24.7525.1924.2320.8419.6119.9520.9526.8921.54
Shares Outstanding million shares194.07193.84+1.5%191.06+2.5%186.43+0.2%186.12+0.3%185.64+1.9%182.23+0.1%182.09+1.3%179.84
Market Capitalization11,985.1811,985.18-5.8%12,723.86-3.2%13,148.16+9.4%12,022.77-25.4%16,114.19+39.6%11,545.78-9.9%12,816.68+46.7%8,734.03

Income statement, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Total Revenue410.01+4.0%397.89+5.4%397.74+2.5%374.38-0.9%394.17+1.3%377.68-1.1%388.06-0.9%377.69+3.2%
Total Expenses274.39+3.6%271.73+4.1%251.54+2.0%240.13+2.7%264.78-1.0%260.98-2.8%246.49-2.6%233.82-3.4%
Operating Income135.62+4.8%126.16+8.1%146.20+3.3%134.24-6.7%129.39+6.2%116.69+3.0%141.57+2.4%143.87+16.2%
Unusual Expense0.24-7.090.07-68.2%-0.41-107.8%-3.75-704.8%-0.540.225.28
Net Income Before Taxes100.66+0.3%99.52+19.2%111.49-2.5%101.71+0.8%100.36+23.9%83.49+2.4%114.39-0.3%100.93+18.2%
Income Taxes12.060.000.00-2.150.000.000.00-0.12
Consolidated Net Income89.25-11.1%99.52+19.2%111.49-2.5%103.81+3.7%100.36+15.5%83.49+1.7%114.39-0.8%100.07+3.8%
Net Income From Continuing Operations86.42-11.0%96.32+20.8%107.90-1.2%100.47+5.2%97.13+17.3%79.72+1.8%109.19-0.7%95.50+3.9%
Net Income86.42-11.0%96.32+20.8%107.90-1.2%100.46+5.2%97.13+17.3%79.71+1.8%109.19-0.7%95.49+3.9%
EPS (Recurring) per share0.45-4.3%0.47+17.5%0.56+1.8%0.52+4.0%0.47+9.3%0.40+5.3%0.55+7.8%0.50+6.4%
EPS (Basic, Before Extraordinaries) per share0.45-10.0%0.50+19.0%0.56-1.8%0.52+4.0%0.50+13.6%0.420.0%0.57-3.4%0.50+2.0%
EPS (Diluted) per share0.45-8.2%0.50+25.0%0.56+1.8%0.52+8.3%0.49+16.7%0.40-4.8%0.55-1.8%0.48+2.1%
Non-Operating Income (Expense)0.00-100.0%0.16-0.88-118.0%1.571.74-0.734.90-0.67
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense1.75-2.8%2.19+21.7%2.15+19.4%1.46+9.0%1.80+20.0%1.80+26.8%1.80+34.3%1.34-5.6%
Price To Earnings Ratio ratio statement ratio, not the snapshot30.4932.9032.0431.7432.8532.9935.3735.50
Price To Sales Ratio ratio7.398.258.097.917.908.058.688.65
Gross Margin %36.8836.1440.8239.6236.3034.7340.3641.76
Operating Margin %33.0831.7136.7635.8632.8330.9036.4838.09
Net Margin %21.0824.2127.1326.8324.6421.1028.1425.28
Shares Outstanding million shares194.07+0.1%193.97+1.4%193.93+1.5%193.84+1.5%193.83+3.9%191.21+2.5%191.14+2.5%191.06+2.5%
Market Capitalization11,985.18+1.9%12,499.30+6.0%12,104.99-5.1%11,747.92-7.7%11,763.05-11.6%11,790.69-2.9%12,749.24+6.2%12,723.86-3.2%

Balance sheet, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/20182017FY12/31/2017
Cash & Short Term Investments26.13+6.3%24.58-17.9%29.94+34.0%22.35-81.9%123.40+412.9%24.06-16.6%28.86-58.2%68.97+121.8%31.09
Short Term Receivables93.36+84.0%50.73+1.6%49.94+10.1%45.36+13.5%39.95+11.5%35.84-4.6%37.56+7.2%35.04-29.2%49.48
Investments5,340.37+1.2%5,278.45+0.3%5,263.48+2.6%5,130.14+4.9%4,888.81+15.4%4,235.84+6.8%3,966.82+8.9%3,643.89+7.2%3,400.06
Investment in Unconsolidated Affiliates85.04+1.5%83.77-1.8%85.30+4.8%81.40+15.8%70.31+256.4%19.73-1.7%20.07-65.3%57.76+8.8%53.08
Net Property, Plant & Equipment0.000.000.000.000.000.000.000.000.00
Other Intangible Assets179.69-2.5%184.22+14.1%161.48-13.8%187.37+20.8%155.09+76.6%87.80+6.0%82.86-31.0%120.15+57.4%76.33
Total Assets5,745.39+1.8%5,645.65+0.6%5,613.73+2.2%5,492.52+3.5%5,307.87+20.1%4,418.97+6.4%4,151.27+5.7%3,925.81+8.7%3,610.03
Total Debt3,345.58+3.5%3,231.74-8.8%3,544.31+3.8%3,415.98+3.1%3,313.09+23.5%2,683.33+10.7%2,424.62+3.2%2,348.35+6.7%2,200.02
Long Term Debt3,274.29+9.0%3,002.91-13.7%3,479.86+6.7%3,261.17-1.6%3,313.09+26.0%2,629.72+13.3%2,321.68-1.1%2,348.35+9.1%2,152.72
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities584.99-0.9%590.13+3.4%570.80+2.1%559.05+9.9%508.61+18.0%430.88+6.5%404.77+5.4%384.11+23.9%309.97
Total Liabilities3,930.57+2.8%3,821.87-7.1%4,115.11+3.5%3,975.03+4.0%3,821.70+22.7%3,114.21+10.1%2,829.39+3.5%2,732.46+8.9%2,509.99
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity1,756.28+0.9%1,740.72+21.8%1,428.72-1.2%1,445.40+2.1%1,415.11+14.7%1,233.69-1.3%1,249.81+11.4%1,121.55+8.7%1,031.95
Total Shareholders Equity1,756.28+0.9%1,740.72+21.8%1,428.72-1.2%1,445.40+2.1%1,415.11+14.7%1,233.69-1.3%1,249.81+11.4%1,121.55+8.7%1,031.95
Accumulated Minority Interest58.55-29.5%83.07+18.8%69.90-3.0%72.08+1.4%71.060.0%71.07-1.4%72.08+0.4%71.79+5.4%68.09
Total Equity1,814.83-0.5%1,823.79+21.7%1,498.62-1.2%1,517.48+2.1%1,486.17+13.9%1,304.76-1.3%1,321.89+10.8%1,193.34+8.5%1,100.04
Total Liabilities & Stockholders Equity5,745.39+1.8%5,645.65+0.6%5,613.73+2.2%5,492.52+3.5%5,307.87+20.1%4,418.97+6.4%4,151.27+5.7%3,925.81+8.7%3,610.03
Book Value Per Share per share9.06-0.5%9.11+18.9%7.66-1.4%7.77+2.0%7.62+12.6%6.77-1.3%6.86+9.9%6.24+7.2%5.82
Tangible Book Value Per Share per share8.77-0.6%8.82+19.7%7.37-1.3%7.47+2.0%7.32+10.4%6.63-2.5%6.80+10.2%6.17+7.1%5.76
Price to Book Ratio ratio6.838.719.218.3111.509.3610.267.798.18
Return on Assets %6.796.635.665.275.405.336.915.645.57
Return on Equity %22.1123.5521.8619.9019.8218.3823.5419.7519.37
Return on Invested Capital %7.687.876.406.055.555.917.826.136.20
Quick Ratio ratio0.400.160.270.180.820.270.250.900.31
Current Ratio ratio0.400.160.270.180.820.270.250.900.31

Cash flow, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Funds from Operations641.36621.07+5.5%588.65+0.5%585.92+18.8%493.24+3.1%478.35+14.2%418.74+3.7%403.73+10.5%365.47
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-42.88-36.00-253.3%23.49-32.29-126.2%123.12+2.7%119.85+124.3%53.44+15.8%46.15-5.8%49.01
Cash from Operating Activities598.48585.07-4.4%612.14+10.6%553.63-10.2%616.35+3.0%598.21+26.7%472.19+5.0%449.87+8.5%414.48
Capital Expenditures-221.35-237.09-241.28-317.09-227.17-193.90-157.47-116.35-94.02
Net Assets From Acquisitions0.000.000.000.000.00-41.770.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments0.40-63.27-11.68-18.60-312.05-683.99-298.68-250.29-312.39
Purchase of Investments-2.12-65.80-11.68-18.60-312.05-683.99-298.68-328.04-326.21
Sale Or Maturity of Investments2.522.520.000.000.00-0.010.00-100.0%77.75+462.6%13.82
Other Uses-----3.390.000.000.000.00
Other Sources5.059.36-52.5%19.70+271.0%5.31-2.05+1608.3%0.12-98.5%8.20+3.3%7.94
Cash from Investing Activities-215.89-291.01-233.25-330.38-542.61-917.61-456.03-358.44-398.46
Cash Dividends Paid-410.15-387.98-350.61-326.42-310.96-275.72-256.95-229.22-202.64
Change in Capital Stock1.701.51-99.5%319.18+16020.2%1.98-93.6%31.11-78.2%142.48+6918.7%2.03-96.7%61.80-26.9%84.57
Repurchase of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Sale of Common Pref Stock1.701.51-99.5%319.18+16020.2%1.98-93.6%31.11-78.2%142.48+6918.7%2.03-96.7%61.80-26.9%84.57
Proceedsfrom Stock Options0.000.00-100.0%317.390.00-100.0%28.37-79.8%140.250.00-100.0%59.32-24.7%78.75
Issuance or Reduction of Debt, Net-108.64113.68-329.73-359.3%127.14+16.2%109.39-80.4%557.04+133.5%238.60+540.2%37.27-73.4%140.00
Change in Long Term Debt-108.64113.68-329.73-359.3%127.14+16.2%109.39-80.4%557.04+215.4%176.60-121.03-171.2%170.00
Issuance of Long Term Debt859.501,132.51+95.9%578.23-41.0%979.72+22.1%802.17-43.4%1,418.28+119.9%644.880.00-100.0%415.34
Reduction of Long Term Debt-968.14-1,018.82-907.96-852.58-692.78-861.24-468.28-121.03-245.34
Net Financing Active Other Cash Flow-15.96-19.72-23.08-18.36-4.34-5.07-4.63-3.10-4.61
Other Financing Activities Uses-15.51-19.28-19.02-18.09-3.45-2.81-3.96-1.75-2.96
Cash from Financing Activities-397.55-292.51-384.24-215.66-174.80-141.7%418.74-20.96-131.54-859.5%17.32
Net Change in Cash-14.961.56-5.36-170.6%7.59-101.05-201.7%99.34-4.80-40.11-220.3%33.34
Free Cash Flow377.13347.98-6.2%370.86+56.8%236.54-39.2%389.18-3.7%404.31+28.5%314.72-5.6%333.52+4.1%320.46
Preferred Dividends (Cash Flow)--0.02-0.02-0.02-0.02-0.02-0.02-0.02-0.02
Price to Free Cash Flow ratio--646.94-161.25131.48211.18129.5778.36

Balance sheet, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Cash & Short Term Investments24.33-38.1%35.63+7.9%39.24-17.4%26.13+6.3%39.29-2.7%33.01-7.4%47.48+0.4%24.58-17.9%
Short Term Receivables28.40-70.7%31.00-69.1%90.25+89.1%93.36+84.0%96.85+76.0%100.27+94.7%47.73-3.3%50.73+1.6%
Investments5,497.70+3.3%5,473.94+3.5%5,344.49+1.4%5,340.37+1.2%5,321.14+1.1%5,290.85+0.5%5,273.06+0.2%5,278.45+0.3%
Investment in Unconsolidated Affiliates40.20-53.8%40.30-54.4%83.07-7.2%85.04+1.5%87.01+2.6%88.37+2.2%89.55+5.4%83.77-1.8%
Net Property, Plant & Equipment0.000.000.000.000.000.000.000.00
Other Intangible Assets174.36-3.9%219.80+18.0%191.62+18.5%179.69-2.5%181.40+3.2%186.28+2.7%161.65+0.2%184.22+14.1%
Total Assets5,765.01+0.3%5,800.68+1.4%5,748.67+1.9%5,745.39+1.8%5,747.18+1.8%5,720.88+1.3%5,642.36+0.2%5,645.65+0.6%
Total Debt3,307.40+0.2%3,312.74+1.2%3,290.42+2.8%3,345.58+3.5%3,301.74-5.7%3,272.91-6.5%3,201.17-8.7%3,231.74-8.8%
Long Term Debt3,307.40+0.3%3,312.74+1.3%3,290.42+2.9%3,274.29+9.0%3,299.10-5.8%3,268.91-6.6%3,196.31-8.8%3,002.91-13.7%
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Other Liabilities651.47+2.8%671.33+5.7%637.96+4.9%584.99-0.9%633.69-2.0%635.02-0.2%607.93+0.7%590.13+3.4%
Total Liabilities3,958.86+0.6%3,984.07+1.9%3,928.38+3.1%3,930.57+2.8%3,935.43-5.1%3,907.93-5.5%3,809.10-7.3%3,821.87-7.1%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity1,748.86-0.3%1,758.17+1.6%1,761.61+0.7%1,756.28+0.9%1,753.26+23.0%1,730.81+20.2%1,749.80+20.8%1,740.72+21.8%
Total Shareholders Equity1,748.86-0.3%1,758.17+1.6%1,761.61+0.7%1,756.28+0.9%1,753.26+23.0%1,730.81+20.2%1,749.80+20.8%1,740.72+21.8%
Accumulated Minority Interest57.28-2.1%58.44-28.9%58.68-29.7%58.55-29.5%58.49-16.1%82.14+16.7%83.46+17.8%83.07+18.8%
Total Equity1,806.14-0.3%1,816.61+0.2%1,820.29-0.7%1,814.83-0.5%1,811.75+21.1%1,812.95+20.0%1,833.27+20.6%1,823.79+21.7%
Total Liabilities & Stockholders Equity5,765.01+0.3%5,800.68+1.4%5,748.67+1.9%5,745.39+1.8%5,747.18+1.8%5,720.88+1.3%5,642.36+0.2%5,645.65+0.6%
Book Value Per Share per share9.01-0.4%9.06+0.1%9.08-0.8%9.06-0.5%9.05+18.5%9.05+17.2%9.15+17.8%9.11+18.9%
Tangible Book Value Per Share per share9.01-0.4%9.06+0.1%9.08-0.8%8.77-0.6%9.05+18.5%9.05+17.2%9.15+17.8%8.82+19.7%
Price to Book Ratio ratio6.837.106.896.706.716.747.328.71
Return on Assets %6.796.986.766.796.706.466.496.51
Return on Equity %22.3423.0321.9422.1124.0023.1622.8723.13
Return on Invested Capital %1.711.902.142.001.921.592.212.01
Quick Ratio ratio0.210.250.520.400.580.510.390.16
Current Ratio ratio0.210.250.520.400.580.510.390.16

Cash flow, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Funds from Operations168.35+9.4%147.51+5.0%169.38-0.7%156.13+2.0%153.86+4.2%140.46+7.8%170.62+8.3%153.13-2.1%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital-15.601.4225.99-13.9%-54.69-3.30-124.7%-8.19-158.9%30.18-29.4%-46.51
Cash from Operating Activities152.74+1.4%148.93+12.6%195.37-2.7%101.44-4.9%150.56-6.4%132.27-8.3%200.79+0.2%106.62-18.8%
Capital Expenditures-50.73-64.17-45.28-61.16-71.27-59.46-45.20-65.65
Net Assets From Acquisitions0.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-0.29-1.49-0.152.33-0.59-56.32-8.69-2.35
Purchase of Investments-0.29-1.49-0.15-0.20-0.59-56.32-8.69-2.35
Sale Or Maturity of Investments0.000.000.002.520.000.000.000.00
Other Uses0.000.000.00-0.000.000.00-
Other Sources1.57+7.5%0.00-100.0%0.00-100.0%3.48+351.9%1.46-71.6%0.24-97.7%4.17+32.0%0.77
Cash from Investing Activities-49.45-65.66-45.43-55.34-70.40-115.54-49.73-67.23
Cash Dividends Paid-105.28-105.22-99.83-99.83-98.47-98.45-91.23-89.07
Preferred Dividends (Cash Flow)0.00-0.010.00-0.010.00-0.010.00-0.01
Change in Capital Stock0.35-10.3%0.60+66.7%0.38-2.6%0.37-99.9%0.390.0%0.36-5.3%0.39+2.6%318.02+83589.5%
Repurchase of Common Pref Stock0.000.000.000.000.000.000.000.00
Sale of Common Pref Stock0.35-10.3%0.60+66.7%0.38-2.6%0.37-99.9%0.390.0%0.36-5.3%0.39+2.6%318.02+83589.5%
Proceedsfrom Stock Options0.000.000.000.00-100.0%0.000.000.00317.39
Issuance or Reduction of Debt, Net-6.21-121.5%4.89-93.2%-32.06-91.8228.9471.72+201.1%-30.66-324.37-2229.8%
Change in Long Term Debt-6.21-113.8%4.89-97.2%-15.50-91.8245.00+283.0%174.51+632.6%-14.00-324.37-2229.8%
Issuance of Long Term Debt203.50-4.7%232.00-53.7%191.50+3.2%232.50+15.3%213.50+38.0%501.01+463.6%185.50+39.5%201.59+76.8%
Reduction of Long Term Debt-209.71-227.11-207.00-324.32-168.50-326.50-199.50-525.96
Net Financing Active Other Cash Flow-3.44-3.71-5.32-3.49-4.74-4.83-6.67-7.84
Other Financing Activities Uses-3.44-3.50-5.25-3.32-4.67-4.69-6.61-4.35
Cash from Financing Activities-114.58-86.87-136.83-59.26-73.88-31.20-128.17-55.21
Net Change in Cash-11.29-279.8%-3.6113.10-42.8%-13.166.28+32.5%-14.4722.90+32.1%-15.82
Free Cash Flow102.01+28.7%84.75+16.4%150.09-3.5%40.28-1.7%79.29-22.7%72.81-10.9%155.59+6.8%40.97-9.6%
Price to Free Cash Flow ratio-----3,008.25504.00658.07

Revenue breakdown

USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.

Region
Name20242025vs 20242025 share
United States1,526.171,531.38+0.3%100.0%
Total1,526.171,531.38+0.3%100.0%
Segment
Name20242025vs 20242025 share
Consolidation, Policy17.5118.34+4.8%1.2%
Home Sales And Rentals86.2356.96-34.0%3.7%
Property Operations1,422.421,456.08+2.4%95.1%
Total1,526.171,531.38+0.3%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-305.54%10.7M192.5M1.71M
2026-10-155.78%11.1M191.8M1.61M
2026-09-305.39%10.3M191.8M1.54M
2026-09-154.83%9.3M191.8M1.50M
2026-08-314.60%8.8M191.8M1.52M
2026-08-144.39%8.4M191.8M1.57M
2026-07-313.91%7.5M191.8M1.58M
2026-07-154.01%7.7M191.7M1.52M
2026-06-303.84%7.4M191.7M1.47M
2026-06-153.75%7.2M191.5M1.43M
2026-05-293.68%7.1M191.7M1.46M
2026-05-153.49%6.7M191.7M1.69M
2026-04-303.07%5.9M191.9M1.83M
2026-04-153.09%5.9M191.9M1.87M
2026-03-313.27%6.3M191.7M1.97M
2026-03-133.19%6.1M191.7M1.92M
2026-02-274.34%8.3M191.7M1.88M
2026-02-134.76%9.1M191.7M1.67M
2026-01-304.32%8.3M191.3M1.63M
2026-01-154.21%8.1M191.7M1.74M

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call35.0025.2028.800.003.9520.000.000.975-0.0690.005
call40.0020.2023.800.003.2350.000.000.968-0.0660.006
call45.0015.2018.800.002.3030.000.000.959-0.0630.008
call50.0010.2013.7012.761.96019.000.000.929-0.0780.012
call55.006.008.707.251.3963.000.000.894-0.0670.016
call60.001.203.904.000.86652.000.000.638-0.1190.034
call65.000.001.450.431.19722.000.000.395-0.2400.035
call70.000.002.800.221.1648.000.000.251-0.2130.029
call75.000.002.651.291.4846.000.000.211-0.2470.026
call80.000.002.850.001.7600.000.000.187-0.2720.024
call85.000.002.800.002.0060.000.000.170-0.2920.023
call90.000.002.650.002.2280.000.000.158-0.3090.022
call95.000.002.600.002.4300.000.000.149-0.3240.021
call1000.002.600.002.6160.000.000.141-0.3370.020
put35.000.002.800.002.1290.000.00-0.025-0.0710.005
put40.000.002.600.001.6860.000.00-0.031-0.0680.006
put45.000.000.200.351.2676.000.00-0.040-0.0620.008
put50.000.002.600.001.0110.000.00-0.070-0.0780.012
put55.000.000.500.300.63617.000.00-0.105-0.0660.016
put60.000.100.650.500.35939.001.00-0.361-0.1180.034
put65.002.004.604.600.6770.000.00-0.670-0.1550.033
put70.006.409.700.001.0910.000.00-0.748-0.2120.029
put75.0011.4014.600.001.3220.000.00-0.788-0.2450.026
put80.0016.4019.5017.961.5880.000.00-0.812-0.2690.024
put85.0021.4025.300.001.8240.000.00-0.829-0.2890.023
put90.0026.4029.500.002.0380.000.00-0.841-0.3050.022
put95.0031.4034.800.002.3900.000.00-0.851-0.3190.021
put10036.4039.800.002.5770.000.00-0.858-0.3320.020

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-044Statement of changes in beneficial ownership of securities2026-11-02SEC
2026-10-308-KCurrent report2026-10-27SEC
2026-10-304Statement of changes in beneficial ownership of securities2026-10-28SEC
2026-10-2710-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-218-KCurrent report2026-10-20SEC
2026-10-054Statement of changes in beneficial ownership of securities2026-10-01SEC
2026-09-108-KCurrent report2026-09-10SEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-054Statement of changes in beneficial ownership of securities2026-08-03SEC
2026-08-044Statement of changes in beneficial ownership of securities2026-07-31SEC
2026-07-2810-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-288-KCurrent report2026-07-28SEC
2026-07-238-KCurrent report2026-07-22SEC
2026-07-024Statement of changes in beneficial ownership of securities2026-07-01SEC
2026-05-278-KCurrent report2026-05-27SEC
2026-05-15SCHEDULE 13G/ASEC
2026-05-054Statement of changes in beneficial ownership of securities2026-05-01SEC
2026-05-054Statement of changes in beneficial ownership of securities2026-05-01SEC
2026-05-048-KCurrent report2026-05-04SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-28SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-28SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-28SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-28SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-28SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-28SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-28SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-28SEC
2026-04-29SCHEDULE 13GSEC
2026-04-29SCHEDULE 13GSEC
2026-04-298-KCurrent report2026-04-28SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-0300201.66K1
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.12.61%
PRICE T ROWE ASSOCIATES INC /MD/9.39%
VANGUARD PORTFOLIO MANAGEMENT LLC8.47%
COHEN & STEERS, INC.7.68%
STATE STREET CORP5.97%
VANGUARD CAPITAL MANAGEMENT LLC4.52%
Aristotle Capital Management, LLC4.22%
PRINCIPAL FINANCIAL GROUP INC3.42%
VICTORY CAPITAL MANAGEMENT INC2.81%
GEODE CAPITAL MANAGEMENT, LLC2.30%

Funds

Fund% owned
VANGUARD REAL ESTATE INDEX FUND3.61%
iShares Core S&P Mid-Cap ETF3.42%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.17%
VANGUARD SMALL-CAP INDEX FUND2.29%
Victory Sycamore Established Value Fund1.78%
VANGUARD WINDSOR II FUND1.46%
T. Rowe Price Value Fund, Inc.1.38%
VANGUARD SMALL-CAP GROWTH INDEX FUND1.32%
VANGUARD EXTENDED MARKET INDEX FUND1.15%
Cohen & Steers Institutional Realty Shares1.06%

OakChart. ELS. Cached 15 minutes. Terms