OakChart

Extra Space Storage Inc

EXRReal Estate·REIT - Industrial·USA·Large·NYSE·Nov 12 • 3:59 PM ET

158.20-1.01 (-0.63%)
2026-11-13 13:02 CET
Market cap
$34.50B
Revenue, TTM
3,477.44 USD m
Net income, TTM
1,037.81 USD m
Free cash flow, TTM
1,766.32 USD m
EPS diluted, TTM
4.86
32.56
Compare

Price

EXR against its 20, 50 and 200-day averages
Terms2050200BeatMiss
Patternshover a marker to name it
RS 21Sales 889Price884887130.00140.00150.00160.001.6M3.1MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26EXRclose 158.2020-day 150.4150-day 141.34200-day 143.03158.2052w high 163.1852-week range, not 6 months

3.1% under the 52-week high of 163.18 on 5 Nov 2026. 52-week low 125.71 on 9 Dec 2025. Last 15 sessions, 14.9% high to low

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

Setup. RS line 21
CANSLIM 4 of 6 — fails: EPS Growth This Year: High (>25%); Performance: Year +50%
VCP 3 of 6 — fails: 50-Day Simple Moving Average: SMA50 above SMA200; Average True Range: Under 2; RSI (14): Not Overbought (<60)
Minervini 2 of 4 — fails: 50-Day Simple Moving Average: SMA50 above SMA200; Performance: Year +50%
Zanger 3 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5
Leaders 4 of 5 — fails: Performance: Year +50%
Breakout 2 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2
Growth 1 of 4 — fails: EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 1 of 5 — fails: Return on Equity: Over +15%; Debt/Equity: Low (<0.1); P/E: Under 25; Current Ratio: Over 1
Value 0 of 4 — fails: P/E: Under 15; P/B: Under 2; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 1 of 4 — fails: Dividend Growth: Growing 2+ Years; Payout Ratio: Low (<20%); P/E: Under 25
Small Cap 2 of 4 — fails: Float: Under 100M; Performance: Year +50%
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 2 of 3 — fails: Performance: Year +100%

Profile

EXR
52-week range, 87% of the way up
125.71163.18

Extra Space Storage, Inc. is a real estate investment trust. It operates through the following segments: Self-Storage Operations and Tenant Reinsurance. The Self-Storage Operations segment includes rental operations of wholly-owned stores. The Tenant Reinsurance segment includes reinsurance of risks relating to the loss of goods stored by tenants in stores. The company was founded by Kenneth Musser Woolley on April 30, 2004 and is headquartered in Salt Lake City, UT.

IndexS&P 500, RUI
Employees8393
IPOAug 12, 2004
Beta1.09
ATR, 14d3.26
Rel volume0.00
Short float2.36%
Insider own1.11%
Inst own101.54%

Snapshot

6 groups

Valuation

IndexS&P 500, RUI
Market Cap$34.50B
Enterprise Value49.48B
Income1.04B
Sales3.48B
Book / share61.50
Cash / share0.53
Dividend Est.6.51 (4.12%)
Dividend TTM6.48 (4.10%)
Dividend Ex-DateDec 15, 2026
Dividend Gr. 3/5Y2.60% 12.47%
Payout141.19%
Employees8393
IPOAug 12, 2004

Ratios

Price / earnings32.56
Forward price / earnings32.20
Price / earnings / growth7.69
Price / sales9.92
Price / book2.57
Price / cash300.50
Price / free cash flow19.53
Value / cash profit21.80
Value / sales14.23
Quick Ratio0.76
Current Ratio0.76
Debt / equity1.10
Long-term debt / equity0.99
Options and shortYes / Yes

Earnings

Earnings / share4.86
Earnings next year4.91
Earnings next quarter1.18
Earnings this year1.20%
Earnings next year5.77%
Earnings growth, 5 years4.19%
Past earnings growth-10.53% 4.33%
Past sales growth20.63% 20.02%
Earnings vs last year9.95%
Sales vs last year4.05%
Earnings vs last quarter50.30%
Sales vs last quarter3.65%
EarningsOct 27 AMC
Surprise-1.67% 0.36%

Ownership

Insiders own1.11%
Insider trades-0.34%
Institutions own101.54%
Institution trades-0.31%
Return on assets3.57%
Return on equity7.84%
Return on capital4.06%
Gross Margin34.74%
Operating margin29.07%
Profit Margin29.84%
20-day average5.18%
50-day average11.93%
200-day average10.61%

Technical

Shares out208.88M
Shares floating206.41M
Short / float2.36%
Short ratio3.66
Short interest4.88M
52-week high163.18 -3.1%
52-week low125.71 +25.8%
Volatility1.83% 2.12%
Average range3.26
Strength index71.87
Market sensitivity1.09
Relative volume0.00
Avg Volume1.33M
Volume0

Performance

Perf Week-1.20%
Perf Month17.99%
Perf Quarter6.96%
Perf Half Y11.26%
Perf YTD21.49%
Perf Year19.28%
Perf 3Y32.94%
Perf 5Y-20.01%
Perf 10Y114.68%
Recommendation2.14
Target Price161.16
Prev Close158.20
Price158.20
Change %0.00%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Oct 02, 2026UpgradeTruistHold → Buy$147-7.1%
Aug 27, 2026UpgradeBMO Capital MarketsMarket Perform → Outperform$170+7.5%
Jul 16, 2026ResumedRaymond JamesOutperform$44-72.2%
Jun 16, 2026UpgradeBofA SecuritiesUnderperform → Neutral$156-1.4%
Mar 18, 2026UpgradeBNP Paribas ExaneNeutral → Outperform$154-2.7%
Feb 05, 2026DowngradeBofA SecuritiesNeutral → Underperform$143-9.6%
Jan 08, 2026DowngradeScotiabankSector Outperform → Sector Perform$145-8.3%
Aug 26, 2025UpgradeWells FargoEqual Weight → Overweight$160+1.1%
Aug 21, 2025DowngradeGoldmanBuy → Neutral$146-7.7%
Jun 24, 2025InitiatedBNP Paribas ExaneNeutral$156-1.4%

Peers

Mkt cap
TickerCompanyMkt cap
PSAPublic Storage62.28B
CUBECubeSmart10.10B
SMASmartstop Self Storage REIT Inc2.33B
PLDPrologis Inc124.38B
EGPEastgroup Properties Inc10.65B
REXRRexford Industrial Realty Inc7.98B
COLDAmericold Realty Trust Inc4.61B
IRMIron Mountain Inc34.13B
UHALU-Haul Holding Company9.68B
MAAMid-America Apartment Communities Inc13.91B

Insider trading

7 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Sondhi SamratExecutive VP and CDONov 05 '26Sale161.845,000809,200104,244Nov 05 06:49 PM
SAMRAT SONDHIOfficerNov 05 '26Proposed Sale161.845,000809,200Nov 05 04:12 PM
McNeal Gwyn GoodsonEVP/Chief Legal OfficerJun 11 '26Sale150.003,300495,00037,374Jun 12 04:41 PM
GWYN G MCNEALOfficerJun 11 '26Proposed Sale150.003,300495,005Jun 11 04:17 PM
Margolis Joseph DChief Executive OfficerMar 13 '26Sale142.087,5001,065,60066,495Mar 16 05:26 PM
JOSEPH DANIEL MARGOLIS TRUSTDirectorMar 13 '26Proposed Sale140.187,5001,051,350Mar 13 04:20 PM
Spencer Kirk on behalf of KirkDirectorDec 09 '25Proposed Sale128.5462,0007,969,480Dec 08 04:33 PM

Held by

AUM
TickerCompanyAUM
VNQVanguard Real Estate Index Fund ETFAUM: 39.24B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
VOOVanguard S&P 500 ETFAUM: 1070.75B
VOVanguard Morningstar Mid-Cap ETFAUM: 108.45B
IVViShares Core S&P 500 ETFAUM: 882.14B
SPYSPDR S&P 500 ETF TrustAUM: 805.69B
XLREState Street Real Estate Select Sector SPDR ETFAUM: 8.43B
SCHHSchwab U.S. REIT ETFAUM: 11.93B
VTVVanguard Morningstar Value ETFAUM: 198.14B
RSPInvesco S&P 500 Equal Weight ETFAUM: 105.70B

News

latest 14 of 200

Quarterly earnings

2026Q3 EPS 1.170 missed 1.190, from 0.780 a year earlier. Sales 889.79 beat 886.6, from 858.46 a year earlier
EPS
1.36002024Q4 EPS 1.240 against 1.07724Q42025Q1 EPS 1.280 against 1.02025Q12025Q2 EPS 1.180 against 1.15625Q22025Q3 EPS 0.780 against 1.19225Q32025Q4 EPS 1.360 against 1.16925Q42026Q1 EPS 1.140 against 1.11726Q12026Q2 EPS 1.250 against 1.15926Q22026Q3 EPS 1.170 against 1.19026Q3
Sales, USD millions
889.7902024Q4 sales 821.9 against 827.2924Q42025Q1 sales 820 against 807.4925Q12025Q2 sales 841.62 against 844.8425Q22025Q3 sales 858.46 against 866.3725Q32025Q4 sales 857.47 against 854.6125Q42026Q1 sales 856.03 against 854.6226Q12026Q2 sales 874.15 against 874.9926Q22026Q3 sales 889.79 against 886.626Q3

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 2026-09-302026-10-27 16:301.1701.1901.170889.79886.6EPS -1.7% · sales +0.4%vs 2025Q3, year-ago quarter · EPS +50.0% · sales +3.6%8 EPS · 9 salesOpen +1.33% vs SPY +0.23%. Close +0.14% vs SPY +0.34%
2026Q2ended 2026-06-302026-07-28 16:301.2501.1591.247874.15874.99EPS +7.9% · sales -0.1%vs 2025Q2, year-ago quarter · EPS +5.9% · sales +3.9%8Open +2.25% vs SPY -0.12%. Close +0.42% vs SPY -1.54%
2026Q1ended 2026-03-312026-04-28 16:301.1401.1171.141856.03854.62EPS +2.0% · sales +0.2%vs 2025Q1, year-ago quarter · EPS -10.9% · sales +4.4%7 EPS · 8 salesOpen -0.74% vs SPY -0.10%. Close -0.35% vs SPY -0.02%
2025Q4ended 2025-12-312026-02-19 16:301.3601.1691.298857.47854.61EPS +16.3% · sales +0.3%vs 2024Q4, year-ago quarter · EPS +9.7% · sales +4.3%8Open +2.86% vs SPY -0.32%. Close +4.56% vs SPY +0.72%
2025Q3ended 2025-09-302025-10-29 16:300.7801.1920.781858.46866.37EPS -34.6% · sales -0.9%vs 2024Q3, year-ago quarter · EPS -14.3% · sales +4.1%8 EPS · 9 salesOpen -2.94% vs SPY -0.51%. Close -4.91% vs SPY -1.10%
2025Q2ended 2025-06-302025-07-30 16:301.1801.1561.176841.62844.84EPS +2.1% · sales -0.4%vs 2024Q2, year-ago quarter · EPS +34.1% · sales +3.8%7 EPS · 10 salesOpen -3.32% vs SPY +0.79%. Close -10.03% vs SPY -0.38%
2025Q1ended 2025-03-312025-04-29 16:301.2801.0201.277820807.49EPS +25.6% · sales +1.5%vs 2024Q1, year-ago quarter · EPS +26.7% · sales +2.6%8 EPS · 9 salesOpen +1.43% vs SPY -1.22%. Close +3.60% vs SPY +0.04%
2024Q4ended 2024-12-312025-02-25 16:301.2401.0771.238821.9827.29EPS +15.1% · sales -0.7%vs 2023Q4, year-ago quarter · EPS +21.6% · sales +3.0%8Open -0.26% vs SPY +0.28%. Close -4.57% vs SPY +0.05%
2024Q3ended 2024-09-302024-10-29 16:300.9101.1150.911824.8826.93EPS -18.3% · sales -0.3%vs 2023Q3, year-ago quarter · EPS -5.2% · sales +10.3%8Open -0.59% vs SPY -0.08%. Close -0.53% vs SPY -0.30%
2024Q2ended 2024-06-302024-07-30 16:300.8801.0340.877810.66815.52EPS -14.9% · sales -0.6%vs 2023Q2, year-ago quarter · EPS -41.3% · sales +58.5%7 EPS · 6 salesOpen +0.26% vs SPY +1.29%. Close -2.13% vs SPY +1.63%
2024Q1ended 2024-03-312024-04-30 16:301.0100.9901.007799.54792.77EPS +2.0% · sales +0.9%vs 2023Q1, year-ago quarter · EPS -30.8% · sales +58.9%8 EPS · 7 salesOpen +3.37% vs SPY -0.12%. Close +3.29% vs SPY -0.32%
2023Q4ended 2023-12-312024-02-27 16:301.0201.2100.981797.77778.05EPS -15.7% · sales +2.5%vs 2022Q4, year-ago quarter · EPS -32.9% · sales +57.4%9Open -3.37% vs SPY -0.32%. Close -1.38% vs SPY -0.13%
2023Q3ended 2023-09-302023-11-07 16:300.9600.4420.963748.03696.38EPS +117.4% · sales +7.4%vs 2022Q3, year-ago quarter · EPS -41.8% · sales +49.9%7 EPS · 9 sales-
2023Q2ended 2023-06-302023-08-03 16:301.5001.5141.497511.39533.27EPS -0.9% · sales -4.1%vs 2022Q2, year-ago quarter · EPS -13.3% · sales +7.7%5 EPS · 4 sales-
2023Q1ended 2023-03-312023-05-02 16:301.4601.4051.456503.05514.02EPS +3.9% · sales -2.1%vs 2022Q1, year-ago quarter · EPS -3.3% · sales +13.4%7 EPS · 5 sales-
2022Q4ended 2022-12-312023-02-22 16:301.5201.4651.508506.72509.22EPS +3.8% · sales -0.5%vs 2021Q4, year-ago quarter · EPS -24.0% · sales +18.6%7 EPS · 4 sales-

Annual earnings

2025FY EPS 4.590 beat 4.410, from 4.030 a year earlier. Sales 3,378 beat 3,365, from 3,257 a year earlier
EPS
6.41002018FY EPS 3.270 against 2.98520182019FY EPS 3.240 against 3.10020192020FY EPS 3.710 against 3.35120202021FY EPS 6.190 against 5.32120212022FY EPS 6.410 against 6.09120222023FY EPS 4.740 against 4.89820232024FY EPS 4.030 against 3.92920242025FY EPS 4.590 against 4.4102025
Sales, USD millions
3,37802018FY sales 1,197 against 1,19320182019FY sales 1,308 against 1,29920192020FY sales 1,356 against 1,34320202021FY sales 1,577 against 1,57520212022FY sales 1,924 against 1,93120222023FY sales 2,560 against 2,44120232024FY sales 3,257 against 3,25920242025FY sales 3,378 against 3,3652025

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-5.470--4,33928.92
2029FYestimate-5.485--3,94028.84
2028FYestimate-5.191--3,73730.48
2027FYestimate-4.913--3,63332.20
2026FYestimate-4.645--3,50434.06
2025FY4.5904.4104.5903,3783,36528.37
2024FY4.0303.9294.0333,2573,25937.12
2023FY4.7404.8984.7392,5602,44133.79
2022FY6.4106.0916.4081,9241,93122.94
2021FY6.1905.3216.1941,5771,57536.59
2020FY3.7103.3513.7121,3561,34331.20
2019FY3.2403.1003.2351,3081,29932.57
2018FY3.2702.9853.2731,1971,19327.64
2017FY2.9192.8503.7641,1051,09929.93
2016FY2.9102.5442.907991.88982.7926.52
2015FY1.5601.7871.565782.27769.17101.41
2014FY1.5301.6771.530647.16638.39103.40
2013FY1.5301.1501.530520.61506.33103.40
2012FY1.1400.9381.140409.4368.49138.77
2011FY0.5400.5070.540329.83275.18292.96
2010FY0.3000.2670.300281.5232.15527.33

Quarterly results

2026Q3 revenue 889.79, from 858.46 a year earlier. Operating margin 44.0%, from 32.5% a year earlier
Revenue, USD millions
889.7902024Q4 revenue 821.924Q42025Q1 revenue 82025Q12025Q2 revenue 841.6225Q22025Q3 revenue 858.4625Q32025Q4 revenue 857.4725Q42026Q1 revenue 856.0326Q12026Q2 revenue 874.1526Q22026Q3 revenue 889.7926Q3
Operating margin
47.40-16.42024Q4 operating margin -14.7%24Q42025Q1 operating margin 47.4%25Q12025Q2 operating margin 44.4%25Q22025Q3 operating margin 32.5%25Q32025Q4 operating margin -16.4%25Q42026Q1 operating margin 42.9%26Q12026Q2 operating margin 44.9%26Q22026Q3 operating margin 44.0%26Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type. 2026FY E 4.66 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYSUSD millions2026-11-103,504+0.0%
2026Q4S-2026-11-10889.48+0.1%
2026FYEper share2026-11-084.66+0.3%
2026Q4Eper share2026-11-081.18-0.1%
2026FYRper share2026-11-084.68+0.6%
2026Q4Rper share2026-11-081.19+0.4%
2026Q3Eper share2026-10-251.190.0%
2026Q3Rper share2026-10-191.21+0.6%
2026Q3S-2026-10-19886.6-0.4%
2026Q2Eper share2026-07-201.160.0%
2026Q2S-2026-07-14874.99+0.7%
2026Q2Rper share2026-07-091.17+0.2%
2026Q1Eper share2026-04-221.12-0.9%
2026Q1Rper share2026-04-221.11-1.5%
2026Q1S-2026-04-22851.35+0.1%
2025FYEper share2026-02-184.410.0%
2025Q4Eper share2026-02-061.17+0.2%
2025FYSUSD millions2026-02-063,3650.0%
2025Q4S-2026-02-06854.610.0%
2025FYRper share2026-02-014.340.0%
2025Q4Rper share2026-02-011.170.0%
2025Q3Eper share2025-10-291.190.0%
2025Q3S-2025-10-29866.370.0%
2025Q3Rper share2025-10-101.20+1.0%
2025Q2Eper share2025-07-301.160.0%
2025Q2Rper share2025-07-301.150.0%
2025Q2S-2025-07-22844.84+0.0%
2025Q1S-2025-04-24807.49-2.3%
2025Q1Eper share2025-04-231.02-0.5%
2025Q1Rper share2025-04-231.04-0.7%
2024FYSUSD millions2025-02-213,259+0.0%
2024Q4S-2025-02-21827.290.0%
2024FYEper share2025-02-203.93+0.0%
2024Q4Eper share2025-02-131.08+0.1%
2024FYRper share2025-02-093.790.0%
2024Q4Rper share2025-02-091.070.0%
2024Q3Eper share2024-10-281.110.0%
2024Q3Rper share2024-10-281.110.0%
2024Q3S-2024-10-20826.930.0%
2024Q2Eper share2024-07-291.030.0%
2024Q2Rper share2024-07-291.010.0%
2024Q2S-2024-07-25815.52+0.0%
2024Q1Eper share2024-04-220.99-0.1%
2024Q1Rper share2024-04-220.99-0.2%
2024Q1S-2024-04-12792.77+0.1%
2023FYEper share2024-02-154.900.0%
2023FYSUSD millions2024-02-152,441+0.0%
2023FYRper share2024-02-134.880.0%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share3.7643.2733.2353.7126.1946.4084.7394.0334.5894.8592-
Sales USD millions1,1051,1971,3081,3561,5771,9242,5603,2573,3783,477-
Shares million shares126127130131134134211212211-209
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.9111.2381.2771.1760.7811.2981.1411.2471.174
Sales USD millions825822820842858857856874890
Shares million shares212212212212212211211211209

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 Revenue3,477.443,377.54+3.7%3,256.90+27.2%2,560.24+33.1%1,924.17+22.0%1,577.36+16.3%1,356.21+3.7%1,308.45+9.3%1,196.60
Total Expenses2,466.631,888.54+0.4%1,881.78+42.2%1,323.37+49.3%886.47+14.9%771.66+5.0%734.64+4.3%704.08+11.2%633.41
Operating Income1,010.811,489.00+8.3%1,375.12+11.2%1,236.87+19.2%1,037.70+28.8%805.71+29.6%621.57+2.8%604.38+7.3%563.19
Unusual Expense0.000.00-100.0%51.76-22.4%66.73+4205.2%1.550.000.000.00-0.14
Net Income Before Taxes614.761,064.10+14.0%933.71+7.1%872.01-7.4%942.08+8.5%868.59+55.7%557.74+28.7%433.35-8.3%472.51
Income Taxes43.9041.56+24.1%33.48+55.3%21.56+3.0%20.93+3.0%20.32+47.1%13.81+22.1%11.31+22.4%9.24
Consolidated Net Income1,086.811,020.80+13.6%898.74+5.8%849.22-7.7%919.96+8.6%847.09+63.9%516.88+14.8%450.44+0.9%446.36
Net Income From Continuing Operations1,037.81972.26+14.0%853.19+6.4%801.97-6.7%859.49+7.8%796.98+65.7%481.07+14.7%419.29+1.1%414.57
Net Income1,037.81972.26+14.0%853.19+6.4%801.97-6.7%859.49+7.8%796.98+65.7%481.07+14.7%419.29+1.1%414.57
EPS (Recurring) per share4.874.59+9.3%4.20-16.3%5.02-21.8%6.42+3.7%6.19+66.8%3.71+14.5%3.24-0.9%3.27
EPS (Basic, Before Extraordinaries) per share4.924.59+13.9%4.03-15.0%4.74-26.1%6.41+3.4%6.20+67.1%3.71+13.5%3.27-0.6%3.29
EPS (Diluted) per share4.864.59+13.9%4.03-15.0%4.74-26.1%6.41+3.6%6.19+66.8%3.71+14.5%3.24-0.9%3.27
Non-Operating Income (Expense)250.77221.80-4.5%232.31+28.2%181.23+54.6%117.22-39.4%193.31+570.5%28.83-10.7%32.27-45.1%58.81
Other After Tax Adjustments-1.80-1.74-1.50-1.23-1.20-1.18-0.71-0.68-0.72
Stock Option Compensation Expense-27.68+20.9%22.90+8.8%21.04+24.6%16.89+33.7%12.63+32.5%9.530.0%9.53+7.9%8.83
Price To Earnings Ratio ratio statement ratio, not the snapshot32.5632.5639.6329.5621.4036.6731.1832.5627.70
Price To Sales Ratio ratio8.328.179.7210.6010.8420.1311.0711.0110.07
Gross Margin %34.7449.6048.1654.0360.6557.5652.9553.0253.86
Operating Margin %29.0744.0942.2248.3153.9351.0845.8346.1947.07
Net Margin %29.8428.7926.2031.3244.6750.5335.4732.0434.65
Shares Outstanding million shares208.88211.16-0.4%212.00+0.3%211.28+57.8%133.920.0%133.92+1.9%131.36+1.4%129.53+1.9%127.10
Market Capitalization33,019.5033,019.50+4.1%31,712.81-6.4%33,874.20+71.9%19,710.64-35.1%30,357.33+102.7%14,973.17+9.5%13,678.95+19.5%11,447.08

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 Revenue889.79+3.6%874.15+3.9%856.03+4.4%857.47+4.3%858.46+4.1%841.62+3.8%820.00+2.6%821.90+3.0%
Total Expenses497.92-14.1%481.97+3.1%488.47+13.3%998.26+5.8%579.34+23.2%467.65+3.6%431.27-7.0%943.10+108.8%
Operating Income391.87+40.4%392.18+4.9%367.55-5.4%-140.80279.12-21.3%373.97+4.0%388.73+15.8%-121.21-135.0%
Unusual Expense0.000.000.000.000.00-100.0%0.000.000.00-100.0%
Net Income Before Taxes271.51+46.0%287.95+5.0%263.21-10.4%-207.91186.00-13.0%274.35293.92+21.7%-206.25-189.0%
Income Taxes12.07+0.9%12.07+3.7%10.79+20.0%8.97+48.5%11.96+10.1%11.64+18.3%8.99+33.4%6.04+39.8%
Consolidated Net Income258.99+49.2%275.41+5.0%252.00-11.4%300.42+8.3%173.60-14.3%262.27+34.5%284.51+27.2%277.45+22.2%
Net Income From Continuing Operations247.30+49.4%263.00+5.5%240.55-11.1%286.95+9.5%165.57-14.1%249.28+34.4%270.46+27.1%262.13+21.4%
Net Income247.30+49.4%263.00+5.5%240.55-11.1%286.95+9.5%165.57-14.1%249.28+34.4%270.46+27.1%262.13+21.4%
EPS (Recurring) per share1.17+50.0%1.25+5.9%1.14-10.9%1.30+4.8%0.78-27.8%1.18+34.1%1.28+26.7%1.24+21.6%
EPS (Basic, Before Extraordinaries) per share1.17+50.0%1.25+5.9%1.14-10.9%1.36+9.7%0.78-14.3%1.18+34.1%1.28+26.7%1.24+21.6%
EPS (Diluted) per share1.17+50.0%1.25+5.9%1.14-10.9%1.30+4.8%0.78-14.3%1.18+34.1%1.28+26.7%1.24+26.5%
Non-Operating Income (Expense)40.76-42.9%56.43-8.2%56.83-8.9%96.75+66.0%71.43-0.6%61.47+10.7%62.38+33.9%58.28+19.8%
Other After Tax Adjustments-0.46-0.47-0.42-0.44-0.43-0.45-0.42-0.35
Stock Option Compensation Expense-5.43-2.5%-16.32+41.8%-5.570.4011.51+102.3%
Price To Earnings Ratio ratio statement ratio, not the snapshot32.5633.0528.9329.1230.6334.2736.8339.63
Price To Sales Ratio ratio8.329.298.468.529.339.459.619.73
Gross Margin %49.8450.2848.37-10.3649.8249.8848.65-13.98
Operating Margin %44.0444.8642.94-16.4232.5144.4347.41-14.75
Net Margin %27.7930.0928.1033.4619.2929.6232.9831.89
Shares Outstanding million shares208.88-1.6%211.27-0.5%211.20-0.5%211.16-0.4%212.25+0.1%212.25+0.2%212.23+0.3%212.00+0.3%
Market Capitalization33,019.50+10.4%30,696.22-1.9%27,686.53-12.0%27,638.93-12.8%29,915.08-21.7%31,288.39-4.9%31,479.58+1.2%31,712.81-6.4%

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 Investments138.92+0.5%138.22+39.5%99.06+6.7%92.87+21.9%76.19-40.5%128.01+81.0%70.73-2.7%72.69-15.5%86.04
Short Term Receivables1,648.65+19.4%1,380.70+86.7%739.49+14.8%643.99+53.6%419.190.000.000.000.00
Investments25,311.97+1.6%24,908.44+0.1%24,888.08+140.3%10,357.68+13.4%9,134.92+15.3%7,924.73+2.5%7,734.01+2.6%7,535.08+4.6%7,201.72
Investment in Unconsolidated Affiliates1,066.78-19.9%1,332.34+24.3%1,071.62+84.0%582.41+27.4%457.33+15.1%397.44+17.6%338.05+169.7%125.33+65.1%75.91
Net Property, Plant & Equipment797.33+7.7%740.17+168.2%275.94+4.3%264.53+16.0%227.95-9.6%252.17-4.7%264.640.000.00
Other Intangible Assets300.39-13.7%348.06-8.9%382.08+592.7%55.16-65.3%158.90-77.1%693.49+455.1%124.94+8.8%114.88+18.1%97.28
Total Assets29,264.05+1.4%28,847.93+5.1%27,456.26+125.7%12,167.46+16.2%10,474.48+11.5%9,395.85+10.1%8,532.38+8.7%7,847.98+5.2%7,460.95
Total Debt14,132.29+7.3%13,169.64+15.6%11,396.87+47.9%7,706.05+22.0%6,315.64+4.1%6,064.79+14.0%5,321.27+10.6%4,811.52+5.6%4,554.22
Long Term Debt12,059.18+1.9%11,832.29+10.5%10,707.09+47.0%7,282.22+21.4%6,000.01+7.1%5,603.95+17.9%4,752.84+3.3%4,602.77+1.1%4,554.22
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities45.68+11.4%41.02+4.7%39.18+63.8%23.92+11.8%21.40+6.4%20.11+5.8%19.00+13.2%16.78+33.3%12.59
Other Liabilities762.04-2.0%777.90+28.3%606.26+68.8%359.21+2.2%351.46-6.2%374.82+38.6%270.41+15.4%234.26+37.5%170.34
Total Liabilities14,940.01+6.8%13,988.56+16.2%12,042.31+48.9%8,089.18+20.9%6,688.50+3.5%6,459.72+15.1%5,610.68+10.8%5,062.56+6.9%4,737.15
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity13,433.17-3.7%13,947.53-3.1%14,390.92+341.5%3,259.60+4.6%3,116.50+22.3%2,547.78+0.3%2,539.96+5.2%2,413.72+2.7%2,350.75
Total Shareholders Equity13,433.17-3.7%13,947.53-3.1%14,390.92+341.5%3,259.60+4.6%3,116.50+22.3%2,547.78+0.3%2,539.96+5.2%2,413.72+2.7%2,350.75
Accumulated Minority Interest890.87-2.3%911.83-10.9%1,023.03+25.0%818.68+22.3%669.48+72.4%388.35+1.7%381.73+2.7%371.70-0.4%373.06
Total Equity14,324.04-3.6%14,859.36-3.6%15,413.95+278.0%4,078.27+7.7%3,785.98+28.9%2,936.12+0.5%2,921.69+4.9%2,785.42+2.3%2,723.81
Total Liabilities & Stockholders Equity29,264.05+1.4%28,847.93+5.1%27,456.26+125.7%12,167.46+16.2%10,474.48+11.5%9,395.85+10.1%8,532.38+8.7%7,847.98+5.2%7,460.95
Book Value Per Share per share63.62-3.3%65.79-3.4%68.11+179.8%24.34+4.6%23.27+19.9%19.40-1.1%19.61+3.3%18.99+1.8%18.66
Tangible Book Value Per Share per share62.75-3.2%64.83-2.9%66.75+174.2%24.34+4.6%23.27+19.9%19.40-1.1%19.61+3.3%18.99+1.8%18.66
Full-Time Employees people8,393+4.8%8,012+5.2%7,618+59.3%4,781+11.0%4,309+7.4%4,013-0.9%4,048+11.7%3,624+7.2%3,380
Price to Book Ratio ratio2.572.262.336.069.745.975.394.764.97
Return on Assets %3.353.034.057.598.025.375.125.426.57
Return on Equity %7.106.029.0926.9628.1418.9116.9317.4020.80
Return on Invested Capital %3.813.313.208.158.745.905.755.916.92
Quick Ratio ratio0.930.810.651.060.150.200.100.200.84
Current Ratio ratio0.930.810.651.060.150.200.100.200.84

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 Operations1,918.001,864.05+1.9%1,829.67+30.4%1,403.03+16.7%1,202.04+23.3%974.87+29.4%753.30+6.6%706.98+6.7%662.34
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-6.81-13.86-124.0%57.76-0.56-101.6%36.10-22.43-225.1%17.93+2425.4%0.71-95.4%15.46
Cash from Operating Activities1,911.191,850.19-2.0%1,887.43+34.6%1,402.47+13.3%1,238.14+30.0%952.44+23.5%771.23+9.0%707.69+4.4%677.79
Capital Expenditures-144.87-164.16-149.13-116.17-84.85-3.66-7.09-7.76-4.30
Net Assets From Acquisitions-1.45-1.45-2.34-1,182.52-161.92-0.79-1.000.00-2.56
Sale of Fixed Assets and Businesses0.000.00-100.0%0.03-57.1%0.070.000.00-100.0%0.07-58.8%0.17+41.7%0.12
Purchase or Sale of Investments-258.09-650.05-1,447.79-519.67-1,406.31-833.88-948.33-613.87-492.06
Purchase of Investments-998.07-1,668.58-1,912.72-831.49-1,939.70-1,661.61-1,065.60-786.96-566.41
Sale Or Maturity of Investments739.981,018.53+119.1%464.94+49.1%311.82-41.5%533.39-35.6%827.73+605.9%117.26-32.3%173.10+132.8%74.36
Other Uses0.000.00-50.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.00-100.0%52.46
Cash from Investing Activities-404.42-815.67-1,649.23-1,818.29-1,653.08-838.33-956.36-621.46-446.33
Cash Dividends Paid-1,367.71-1,374.30-1,375.00-1,046.34-805.31-600.99-467.76-458.11-424.91
Change in Capital Stock1,168.241,500.45+15.4%1,300.37-5.38-67.51-124.3%277.76+588.4%40.35-80.0%201.89+120.9%91.40
Repurchase of Common Pref Stock-481.76-149.550.00-5.38-67.510.00-67.870.000.00
Sale of Common Pref Stock1,650.001,650.00+26.9%1,300.370.000.00-100.0%277.76+156.6%108.23-46.4%201.89+120.9%91.40
Proceedsfrom Stock Options1,650.001,650.00+26.9%1,300.000.000.00-100.0%273.19+164.0%103.47-48.0%198.83+120.4%90.23
Issuance or Reduction of Debt, Net0.00-1,097.91-61.64-104.0%1,534.60+12.3%1,367.09+597.5%195.99-72.1%703.43+247.8%202.28+65.9%121.94
Change in Long Term Debt0.000.000.000.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow-72.09-95.31-86.83-99.14-67.11-49.38-37.67-37.23-45.55
Other Financing Activities Uses-72.09-95.31-86.31-99.14-67.11-49.79-37.67-37.23-45.55
Cash from Financing Activities-1,503.33-1,034.65-199.98-147.3%423.16-3.1%436.48-165.92-168.4%242.41-88.19-244.81
Net Change in Cash3.44-0.12-100.3%38.22+420.0%7.35-65.9%21.54-51.81-190.5%57.28-1.96-13.35
Free Cash Flow1,766.321,686.03-3.0%1,738.30+35.1%1,286.30+11.5%1,153.29+21.6%948.78+24.2%764.14+9.2%699.92+3.9%673.50
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow ratio72.5988.5087.12113.0759.9391.2850.6659.5948.47

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 Investments114.82+2.6%695.17+455.9%138.99+16.3%138.92+0.5%111.93+25.9%125.05+62.5%119.56+135.3%138.22+39.5%
Short Term Receivables1,524.39-9.5%1,566.33-7.0%1,573.91+5.5%1,648.65+19.4%1,684.18+46.3%1,683.91+28.9%1,491.52+66.5%1,380.70+86.7%
Investments25,206.06-0.1%25,244.62-0.7%25,233.90+0.9%25,311.97+1.6%25,236.33+2.2%25,410.90+3.0%24,997.55+0.7%24,908.44+0.1%
Investment in Unconsolidated Affiliates1,045.39-1.7%1,065.01-2.2%1,069.60-19.0%1,066.78-19.9%1,063.97+0.4%1,088.98+2.2%1,320.85+23.9%1,332.34+24.3%
Net Property, Plant & Equipment786.67+0.4%793.76+3.1%799.56+8.7%797.33+7.7%783.70+5.3%770.17+188.3%735.36+170.2%740.17+168.2%
Other Intangible Assets285.78-19.0%295.59+2.3%283.42-13.9%300.39-13.7%352.86+11.7%289.00-21.8%329.08+28.7%348.06-8.9%
Total Assets28,963.12-0.9%29,660.49+1.0%29,099.37+0.4%29,264.05+1.4%29,232.97+4.2%29,368.01+5.8%28,993.92+5.5%28,847.93+5.1%
Total Debt14,171.52+6.5%14,414.20+11.7%13,940.21+11.2%14,132.29+7.3%13,304.70+15.4%12,904.98+12.3%12,541.74+12.4%13,169.64+15.6%
Long Term Debt12,699.42+1.3%12,250.65+3.8%11,776.09+3.0%12,059.18+1.9%12,533.31+8.7%11,799.39+4.9%11,427.62+4.8%11,832.29+10.5%
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Deferred Tax Liabilities---45.68+11.4%---41.02+4.7%
Other Liabilities1,029.51-28.1%1,068.95-40.1%946.65-43.4%762.04-2.0%1,431.85-9.2%1,785.94+57.2%1,673.67+61.9%777.90+28.3%
Total Liabilities15,201.03+3.2%15,483.16+5.4%14,886.87+4.7%14,940.01+6.8%14,736.56+12.5%14,690.92+16.3%14,215.42+16.6%13,988.56+16.2%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity12,846.25-5.7%13,257.90-3.9%13,332.48-4.0%13,433.17-3.7%13,617.62-2.8%13,790.84-2.7%13,886.79-2.9%13,947.53-3.1%
Total Shareholders Equity12,846.25-5.7%13,257.90-3.9%13,332.48-4.0%13,433.17-3.7%13,617.62-2.8%13,790.84-2.7%13,886.79-2.9%13,947.53-3.1%
Accumulated Minority Interest915.84+4.2%919.44+3.7%880.02-1.3%890.87-2.3%878.79-7.3%886.25-7.5%891.72-10.1%911.83-10.9%
Total Equity13,762.08-5.1%14,177.33-3.4%14,212.50-3.8%14,324.04-3.6%14,496.41-3.1%14,677.09-3.0%14,778.50-3.3%14,859.36-3.6%
Total Liabilities & Stockholders Equity28,963.12-0.9%29,660.49+1.0%29,099.37+0.4%29,264.05+1.4%29,232.97+4.2%29,368.01+5.8%28,993.92+5.5%28,847.93+5.1%
Book Value Per Share per share61.50-4.1%62.75-3.4%63.13-3.5%63.62-3.3%64.16-2.9%64.97-2.8%65.43-3.1%65.79-3.4%
Tangible Book Value Per Share per share60.68-4.1%61.94-3.3%62.29-3.4%62.75-3.2%63.28-2.8%64.07-2.3%64.50-3.4%64.83-2.9%
Full-Time Employees people---8,393+4.8%---8,012+5.2%
Price to Book Ratio ratio2.572.302.062.032.172.252.262.26
Return on Assets %3.573.243.243.353.313.413.233.03
Return on Equity %7.847.076.927.106.866.976.466.02
Return on Invested Capital %0.971.030.961.130.630.971.071.02
Quick Ratio ratio0.760.803.230.671.251.030.880.81
Current Ratio ratio0.760.803.230.671.251.030.880.81

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 Operations498.67+5.7%489.77+4.0%460.17+1.9%469.39+2.0%471.94+0.4%471.01+3.0%451.71+2.1%459.99+2.2%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital-31.5496.64+32.6%29.68-0.1%-101.59-14.8172.86-17.0%29.70+28.3%-51.71
Cash from Operating Activities467.13+2.2%586.41+7.8%489.86+1.8%367.80-9.9%457.13-2.4%543.86-0.3%481.40+3.4%408.28+12.0%
Capital Expenditures-41.10-37.11-29.27-37.39-38.81-48.46-39.51-32.91
Net Assets From Acquisitions0.000.000.00-1.450.000.000.00-2.34
Sale of Fixed Assets and Businesses0.000.000.000.00-100.0%0.00-100.0%0.000.000.01-85.7%
Purchase or Sale of Investments-69.55-91.16-18.23-79.16-44.60-223.76-302.53-686.50
Purchase of Investments-90.93-351.03-94.62-461.48-268.89-445.11-493.10-804.72
Sale Or Maturity of Investments21.39-90.5%259.87+17.4%76.39-59.9%382.32+223.4%224.30-24.0%221.35+455.7%190.57+1512.3%118.22+15.8%
Other Uses0.000.000.000.000.000.000.00-50.00
Other Sources0.000.000.000.000.000.000.000.00
Cash from Investing Activities-110.64-128.27-47.50-118.00-83.41-272.22-342.04-771.74
Cash Dividends Paid-340.64-341.95-342.75-342.37-343.85-343.88-344.20-343.96
Preferred Dividends (Cash Flow)0.000.000.000.000.000.000.000.00
Change in Capital Stock-327.18-6.00-9.101,510.52+16.2%-1.17-8.890.00-100.0%1,300.00
Repurchase of Common Pref Stock-327.18-6.00-9.10-139.48-1.17-8.890.000.00
Sale of Common Pref Stock0.000.000.001,650.00+26.9%0.000.000.00-100.0%1,300.00
Proceedsfrom Stock Options0.000.000.001,650.00+26.9%0.000.000.001,300.00
Issuance or Reduction of Debt, Net-253.62460.46+351.3%-75.06-137.5%-1,372.95-27.07-264.5%102.02-68.5%200.09+58.0%-528.47-995.0%
Change in Long Term Debt0.000.000.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow-22.39-14.68-15.26-19.76-31.41-15.10-29.04-25.62
Other Financing Activities Uses-22.39-14.68-15.26-19.76-31.41-15.10-29.04-25.62
Cash from Financing Activities-936.7398.37-442.13-222.85-154.0%-386.18-266.00-159.62412.44
Net Change in Cash-580.24556.51+9767.2%0.2326.95-45.0%-12.45-197.4%5.64-78.4%-20.2548.98
Free Cash Flow426.03+1.8%549.30+10.9%460.58+4.2%330.40-12.0%418.32-3.0%495.40-2.6%441.90+4.4%375.37+15.7%
Price to Free Cash Flow ratio72.5982.5987.0692.3487.8484.8382.4187.19

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 States3,256.903,377.54+3.7%100.0%
Total3,256.903,377.54+3.7%100.0%
Segment
Name20242025vs 20242025 share
Consolidation, Policy120.86129.48+7.1%3.8%
Self Storage Operations2,803.252,895.19+3.3%85.7%
Tenant Reinsurance332.80352.88+6.0%10.4%
Total3,256.903,377.54+3.7%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-302.36%4.9M206.4M1.26M
2026-10-152.57%5.4M208.9M1.30M
2026-09-302.63%5.5M208.9M1.21M
2026-09-152.33%4.9M208.9M1.19M
2026-08-312.14%4.5M208.9M1.13M
2026-08-142.33%4.9M208.9M1.17M
2026-07-312.23%4.7M208.9M1.18M
2026-07-152.20%4.6M208.9M1.15M
2026-06-302.16%4.5M208.9M1.19M
2026-06-152.40%5.0M208.6M1.18M
2026-05-292.43%5.1M208.9M1.17M
2026-05-152.23%4.7M208.9M1.23M
2026-04-302.15%4.5M209.2M1.32M
2026-04-152.56%5.4M208.9M1.32M
2026-03-312.48%5.2M208.8M1.37M
2026-03-132.82%5.9M208.8M1.34M
2026-02-272.38%5.0M208.8M1.36M
2026-02-132.40%5.0M208.8M1.30M
2026-01-302.37%5.0M210.2M1.29M
2026-01-152.46%5.2M210.2M1.22M

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call85.0072.9074.700.002.9090.000.000.982-0.1290.010
call90.0067.9070.100.002.8360.000.000.980-0.1280.011
call95.0062.9065.500.002.7420.000.000.979-0.1260.011
call10058.0060.200.002.4230.000.000.977-0.1240.012
call10552.8055.200.002.2180.000.000.975-0.1220.013
call11048.0050.400.002.0700.000.000.972-0.1200.014
call11543.0045.400.001.8760.000.000.969-0.1180.016
call12038.1040.400.001.6830.000.000.966-0.1150.017
call12533.0035.500.001.5220.000.000.961-0.1110.019
call13028.1030.100.001.2560.000.000.956-0.1070.021
call13523.2024.9017.311.04210.000.000.944-0.1140.026
call14018.2020.7018.741.0081640.000.933-0.1070.030
call14513.3015.1013.960.7321570.000.905-0.1140.039
call1508.5010.309.960.6053030.000.828-0.1470.059
call1554.305.804.400.4373460.000.652-0.2090.086
call1601.301.801.640.2803040.000.390-0.1470.089
call1650.050.900.260.34157.000.000.197-0.1340.064
call1700.000.950.300.47710.000.000.149-0.1570.054
call1750.000.900.120.5981.000.000.134-0.1910.050
call1800.000.900.000.7090.000.000.117-0.2060.045
call1850.000.900.000.8130.000.000.105-0.2180.042
call1900.000.900.000.9110.000.000.096-0.2290.039
call1950.000.900.061.0041.000.000.089-0.2380.037
put85.000.000.900.002.1700.000.00-0.017-0.1370.010
put90.000.000.900.001.9920.000.00-0.019-0.1350.011
put95.000.000.900.001.8230.000.00-0.020-0.1330.011
put1000.000.900.001.6620.000.00-0.022-0.1310.012
put1050.000.900.151.5071.000.00-0.025-0.1280.013
put1100.000.900.151.35984.000.00-0.027-0.1260.014
put1150.000.900.111.2161030.00-0.030-0.1230.016
put1200.000.900.151.07848.000.00-0.034-0.1190.017
put1250.000.950.400.9431,7270.00-0.038-0.1150.019
put1300.000.350.100.8122150.00-0.044-0.1110.021
put1350.001.050.120.7022700.00-0.056-0.1160.026
put1400.000.900.240.5721130.00-0.067-0.1090.030
put1450.100.400.200.44192.000.00-0.094-0.1160.039
put1500.200.500.350.32817162.00-0.167-0.1440.058
put1550.751.851.000.35081.0010.00-0.349-0.2130.086
put1602.103.202.500.23534.000.00-0.609-0.1470.089
put1655.407.400.000.2940.000.00-0.802-0.1340.064
put17010.2012.0011.600.32334.001.00-0.850-0.1560.054
put17515.0017.1016.500.4550.000.00-0.865-0.1890.050
put18019.8022.400.000.6440.000.00-0.882-0.2040.046
put18525.0027.200.000.6820.000.00-0.894-0.2160.042
put19029.7032.300.000.8070.000.00-0.903-0.2260.039
put19534.7037.300.000.8920.000.00-0.910-0.2350.037

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-05144Filing for proposed sale of securities under Rule 144.SEC
2026-11-054Statement of changes in beneficial ownership of securities2026-11-05SEC
2026-10-3010-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-278-KCurrent report2026-10-27SEC
2026-08-248-KCurrent report2026-08-24SEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-054Statement of changes in beneficial ownership of securities2026-08-04SEC
2026-07-3110-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-288-KCurrent report2026-07-28SEC
2026-07-068-KCurrent report2026-07-06SEC
2026-07-024Statement of changes in beneficial ownership of securities2026-07-01SEC
2026-07-024Statement of changes in beneficial ownership of securities2026-07-01SEC
2026-07-024Statement of changes in beneficial ownership of securities2026-07-01SEC
2026-06-258-KCurrent report2026-06-24SEC
2026-06-25424B5SEC
2026-06-24FWPFiling under Securities Act Rule 163/433 of free writing prospectuses.SEC
2026-06-24424B5SEC
2026-06-1811-KAnnual reports of employee stock purchase, savings and similar plans pursuant to Section 15(d)2025-12-31SEC
2026-06-124Statement of changes in beneficial ownership of securities2026-06-11SEC
2026-06-11144Filing for proposed sale of securities under Rule 144.SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-183Initial statement of beneficial ownership of securities2026-05-14SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-1100809.20K1
2026-100000
2026-090000
2026-080000
2026-070000
2026-0600495.00K1
2026-050000
2026-040000
2026-03001.07M1
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.10.86%
VANGUARD PORTFOLIO MANAGEMENT LLC8.81%
STATE STREET CORP6.59%
VANGUARD CAPITAL MANAGEMENT LLC6.54%
COHEN & STEERS, INC.6.10%
NORGES BANK4.40%
Capital Research Global Investors3.00%
GEODE CAPITAL MANAGEMENT, LLC2.95%
PRINCIPAL FINANCIAL GROUP INC2.92%
First Eagle Investment Management, LLC2.52%

Funds

Fund% owned
VANGUARD REAL ESTATE INDEX FUND3.80%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.17%
VANGUARD 500 INDEX FUND2.59%
VANGUARD MID-CAP INDEX FUND2.17%
iShares Core S&P 500 ETF1.38%
Fidelity 500 Index Fund1.30%
Cohen & Steers Institutional Realty Shares1.28%
First Eagle Global Fund1.27%
SPDR S&P 500 ETF TRUST1.21%
Investment Co of America1.20%

OakChart. EXR. Cached 15 minutes. Terms