AIV Apartment Investment and Management Company Common Stock
$2.62
Price · Aug 18, 2026
Fundamentals as of Aug 7, 2026
52W Range
$3–$8
1% of range
Analyst Rating
STRONG BUY
5 analysts
Price Target
—
P/E (TTM)
0.7
ROE
225.7%
Net Profit Margin
395.1%
About Apartment Investment and Management Company Common Stock Company overview from Wikipedia
Apartment Investment and Management Company, commonly referred to as Aimco, is an American publicly traded real estate investment trust. As of December 31, 2024, the company owned 24 apartment communities comprising 5,243 apartment units as well as one hotel.
Read more
Apartment Investment and Management Company, commonly referred to as Aimco, is an American publicly traded real estate investment trust. As of December 31, 2024, the company owned 24 apartment communities comprising 5,243 apartment units as well as one hotel.
History
Aimco traces its roots to The Considine Company, formed in 1975 by Terry Considine. Aimco was incorporated on January 10, 1994 and became a public company via an initial public offering on July 29, 1994.
Major acquisitions
=== Major divestitures ===
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
AIV Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$2.62
Market Cap
$367M
P/E (TTM)
0.7
EPS (TTM)
$3.87
Revenue (TTM)
$138M
Div Yield
113.2%
ROE
225.7%
Debt/Equity
—
52W Range
$3 – $8
AIV Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$138M
2016-12-31
→
2025-12-31
EPS
$3.87
2016-12-31
→
2025-12-31
Free Cash Flow
—
Margins
395.1%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
AIV
Peer Median
P/E (TTM)
0.7
12.2
P/S (TTM)
2.7
2.8
P/B
1.0
2.4
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
AIV
Peer Median
Net Profit Margin
395.1%
-7.1%
ROA
30.1%
-0.87%
ROE
225.7%
-6.3%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
AIV
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
AIV
Peer Median
Revenue YoY
0.57%
—
Revenue CAGR 3Y
-10.1%
—
Revenue CAGR 5Y
-1.8%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
AIV
Peer Median
Payout Ratio
75.9%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
113.2%
Payout Ratio
75.9%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 4, 2026 | $1.3000 |
| Feb. 27, 2026 | $1.4500 |
| Oct. 16, 2025 | $2.2300 |
| Jan. 14, 2025 | $0.6000 |
| Sept. 13, 2022 | $0.0200 |
| Nov. 3, 2020 | $1.0932 |
| Aug. 13, 2020 | $0.0547 |
| May 14, 2020 | $0.0547 |
| Feb. 13, 2020 | $0.0547 |
| Nov. 14, 2019 | $0.0520 |
| Aug. 15, 2019 | $0.0520 |
| May 16, 2019 | $0.0520 |
| Feb. 21, 2019 | $0.0520 |
| Nov. 15, 2018 | $0.0507 |
| Aug. 16, 2018 | $0.0507 |
| May 17, 2018 | $0.0507 |
| Feb. 15, 2018 | $0.0507 |
| Nov. 16, 2017 | $0.0480 |
| Aug. 16, 2017 | $0.0480 |
| May 17, 2017 | $0.0480 |
AIV Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
5 analysts
- Strong Buy 2 40.0%
- Buy 2 40.0%
- Hold 1 20.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.34%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| Sept. 30, 2024 | $-0.16 | $-0.11 | -0.05% |
| June 30, 2024 | $-0.43 | $-0.10 | -0.33% |
| March 31, 2024 | $-0.07 | $-0.09 | 0.02% |
| Dec. 31, 2023 | $-1.07 | $-0.06 | -1.0% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AIV | $833M | 1.5 | 0.57% | 395.1% | 225.7% | — |
| IRT | $4.15B | 72.8 | 2.8% | 8.6% | 1.6% | — |
| CSR | $1.12B | 65.4 | 4.9% | 6.2% | 2.3% | — |
| NXRT | $763M | -23.9 | -3.2% | -12.8% | -9.1% | — |
| BRT | — | -23.3 | 1.5% | -12.3% | -6.2% | — |
| ELME | — | -10.0 | -14.7% | — | — | — |
| CLPR | $62M | — | 3.0% | -34.2% | 289.8% | — |
| AVB | $25.40B | 24.5 | 4.4% | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 15
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $138M | $138M | $120M | $190M | $170M | $151M | $144M | $132M | $1.01B | $996M | $981M | $984M | |
| SG&A Expense | $34M | $33M | $33M | $40M | $33M | $10M | $7M | $6M | $44M | $47M | $46M | $44M | |
| Operating Expenses | $308M | $178M | $143M | $270M | $185M | $166M | $129M | $109M | $811M | $749M | $725M | $722M | |
| Operating Income | · | $118M | $113M | $119M | $-16M | $-14M | $15M | · | $194M | $247M | $256M | $262M | |
| Interest Expense | $59M | $59M | $27M | $74M | $53M | $28M | $19M | $20M | $195M | $196M | $200M | $221M | |
| Interest Income | $9M | $10M | $10M | $4M | $2M | $110.0K | $26.0K | $8.0K | $8M | $8M | $7M | $7M | |
| Other Non-op | $-4M | $-6M | $-8M | $-13M | $3M | $-4M | $-2M | $77.0K | $8M | $6M | $387.0K | $-829.0K | |
| Pretax Income | $-16M | $-135M | $-194M | $109M | $-19M | $-16M | $-3M | $4M | $316M | $464M | $64M | $47M | |
| Income Tax | $-58M | $-11M | $-13M | $17M | $-14M | $-10M | $-3M | $261.0K | $-31M | $-19M | $-28M | $-20M | |
| Net Income | $547M | $-104M | $-166M | $75M | $-6M | $-5M | $304.0K | $3M | $316M | $430M | $249M | $309M | |
| EPS (Basic) | $3.95 | $-0.75 | $-1.16 | $0.50 | $-0.04 | $-0.03 | $0.00 | $0.02 | $2.02 | $2.68 | $1.52 | $2.06 | |
| EPS (Diluted) | $3.87 | $-0.75 | $-1.16 | $3.87 | $-0.04 | $-0.03 | $0.00 | $0.02 | $2.02 | $2.67 | $1.52 | $2.06 | |
| Shares (Basic) | 138,347,000 | 138,496,000 | 143,618,000 | 138,347,000 | 149,480,000 | 148,569,000 | 148,549,000 | 148,549,000 | 151,595,000 | 156,001,000 | 155,177,000 | 145,639,000 | |
| Shares (Diluted) | 141,057,000 | 138,496,000 | 143,618,000 | 141,057,000 | 149,480,000 | 148,569,000 | 148,569,000 | 148,569,000 | 152,060,000 | 156,391,000 | 155,570,000 | 146,002,000 | |
| EBITDA | · | $118M | $12M | $-80M | $-16M | · | · | · | $560M | $580M | $563M | $545M |
Balance Sheet 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $395M | $141M | $123M | $206M | $233M | $290M | $5M | $37M | $77M | $61M | $51M | $29M | |
| Goodwill | · | · | · | · | · | · | $38M | $38M | $38M | $38M | $44M | $45M | |
| Intangibles | $12M | $13M | $13M | $14M | $3M | $7M | · | · | · | · | · | · | |
| Total Assets | $1.68B | $1.96B | $2.09B | $2.18B | $2.43B | $1.84B | $1.26B | $6.19B | $6.08B | $6.23B | $6.12B | $6.10B | |
| Deferred Tax | $0 | $101M | $110M | $120M | $125M | $132M | $148M | · | · | · | · | · | |
| Total Liabilities | $1.12B | $1.64B | $1.50B | $1.39B | $1.84B | $1.28B | $742M | $4.33B | $4.32B | $4.18B | $4.27B | $4.57B | |
| Long-term Debt | $457M | $830M | $1.15B | $1.05B | $1.18B | $982M | $559M | $4.08B | · | $3.90B | $3.85B | $4.14B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $0 | $1M | $2M | $2M | $2M | $1M | |
| Paid-in Capital | $429M | $425M | $465M | $496M | $522M | $515M | $0 | $3.52B | $3.90B | $4.05B | $4.06B | $3.70B | |
| Retained Earnings | $-69M | $-303M | $-116M | $50M | $-23M | $-17M | · | · | · | · | · | · | |
| AOCI | · | · | · | · | · | $-17M | $0 | $5M | $4M | $1M | $-6M | $-6M | |
| Stockholders' Equity | $362M | $123M | $350M | $548M | $501M | $500M | $513M | $1.70B | $1.66B | $1.79B | $1.62B | $1.23B | |
| Liabilities + Equity | $1.68B | $1.96B | $2.09B | $2.18B | $2.43B | $1.84B | $1.26B | $6.19B | $6.08B | $6.23B | $6.12B | $6.10B | |
| Shares Outstanding | 140,158,784 | 136,351,966 | 140,576,102 | 146,524,941 | 149,818,021 | 149,036,263 | 0 | 144,623,034 | 157,189,447 | 156,888,381 | 156,326,416 | 146,403,274 |
Cash Flow 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $58M | $77M | $58M | $159M | $85M | $78M | $64M | $49M | $366M | $333M | $306M | $283M | |
| Stock-based Comp | $6M | $6M | $9M | $7M | $5M | · | $8M | $9M | $8M | $8M | $7M | $6M | |
| Amort. of Intangibles | $900.0K | $300.0K | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | · | · | · | · | · | · | · | $-296M | $-393M | $-202M | $-276M | |
| Operating Cash Flow | $8M | $47M | $50M | $204M | $13M | $48M | $58M | $53M | $392M | $377M | $360M | $321M | |
| Investing Cash Flow | $875M | $31M | $-260M | $-121M | $-271M | $-129M | $-413M | $-38M | $13M | $-99M | $-171M | $14M | |
| Stock Issued | · | · | · | · | · | · | · | · | $0 | $0 | $367M | $0 | |
| Stock Repurchased | $256.0K | $39M | $47M | $23M | · | · | $21M | $374M | $0 | $0 | · | · | |
| Net Stock Activity | $-256.0K | $-39M | $-47M | $-23M | · | · | $-21M | $-374M | $0 | $0 | $367M | $0 | |
| Dividends Paid | $416M | · | · | $3M | · | · | $241M | $238M | $225M | $206M | $184M | $152M | |
| Financing Cash Flow | $-649M | $-44M | $119M | $-98M | $205M | $370M | $360M | $-16M | $-394M | $-284M | $-167M | $-362M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $16M | $10M | $22M | $-27M | |
| Taxes Paid | $498.0K | · | · | · | · | · | · | · | · | · | · | · |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 56.4% | 6.2% | -42.1% | -9.2% | · | · | · | 19.3% | 24.8% | 26.1% | 26.7% | |
| Net Margin | 395.1% | -49.8% | -88.9% | 39.2% | -3.5% | · | 51.8% | 68.5% | 31.4% | 43.2% | 25.3% | 31.4% | |
| Pretax Margin | -11.4% | -51.3% | -91.0% | 57.5% | -10.9% | · | 55.2% | 72.4% | 1.5% | 6.5% | 6.5% | 4.8% | |
| EBITDA Margin | · | 56.4% | 6.2% | -42.1% | -9.2% | · | · | · | 55.7% | 58.2% | 57.3% | 55.4% | |
| ROA | 30.1% | -5.1% | -7.8% | 3.2% | -0.28% | · | 7.3% | 10.9% | 5.1% | 7.0% | 4.1% | 5.1% | |
| ROE | 225.7% | -44.0% | -37.0% | 14.2% | -1.2% | · | 27.3% | 39.6% | 18.3% | 25.2% | 17.4% | 28.2% | |
| ROIC | · | 85.8% | 3.1% | -12.3% | -0.84% | · | · | · | 36.0% | 19.1% | 22.6% | 30.4% |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | 1.7 | 0.3 | -1.1 | -0.3 | · | · | · | 1.0 | 1.3 | 1.3 | 1.2 |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
Growth Rates 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.57% | 14.8% | -37.0% | 12.1% | 12.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -10.1% | -6.8% | -7.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 0.00% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 94.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $138M | $138M | $120M | $190M | $170M | $151M | $144M | $132M | $1.01B | $996M | $981M | $984M | |
| Net Income TTM | $547M | $-104M | $-166M | $75M | $-6M | $-5M | $304.0K | $3M | $316M | $430M | $249M | $309M | |
| Market Cap | $833M | $1.24B | $1.10B | $1.04B | $1.16B | · | $1.03B | $872M | $916M | $951M | $834M | $725M | |
| P/E | 1.5 | -12.1 | -6.8 | 1.8 | -193.0 | -176.0 | · | 292.5 | 2.9 | 2.3 | 3.5 | 2.4 | |
| P/S | 6.0 | 9.0 | 9.2 | 5.5 | 6.8 | · | 7.1 | 6.6 | 0.9 | 1.0 | 0.9 | 0.7 | |
| P/B | 2.3 | 10.1 | 3.1 | 1.9 | 2.3 | · | 0.6 | 0.5 | 0.6 | 0.5 | 0.5 | 0.6 | |
| P / Tangible Book | 2.4 | 11.3 | 3.3 | 2.0 | 2.3 | 1.6 | · | · | · | · | · | · | |
| P / Cash Flow | 102.9 | 26.4 | 21.8 | 5.1 | 91.9 | · | 2.7 | 2.2 | 2.3 | 2.5 | 2.3 | 2.3 | |
| Dividend Yield | 49.9% | · | · | 0.29% | · | · | 23.5% | 27.2% | 24.6% | 21.7% | 22.1% | 21.0% | |
| Earnings Yield | 65.1% | -8.2% | -14.8% | 54.4% | -0.52% | -0.57% | 0.00% | 0.34% | 34.7% | 44.1% | 28.5% | 41.6% | |
| Payout Ratio | 75.9% | · | · | 4.1% | · | · | 50.9% | 35.6% | 71.4% | 47.9% | 74.0% | 49.1% | |
| Annual Payout | $416M | · | · | $3M | · | · | $241M | $238M | $225M | $206M | $184M | $152M |
Income Statement 15
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | $-2M | $35M | $23M | $23M | $1M | $35M | $51M | $50M | $-18M | $48M | $46M | $44M | $48M | $51M | |
| SG&A Expense | · | · | $11M | $8M | $8M | $8M | $9M | $8M | $8M | $9M | $8M | $8M | $8M | $8M | $11M | $9M | |
| Operating Expenses | · | · | $115M | $98M | $32M | $33M | $30M | $47M | $52M | $49M | $12M | $44M | $44M | $42M | $114M | $64M | |
| Operating Income | · | · | · | $18M | $30M | $10M | · | $18M | $29M | $29M | · | $3M | $2M | $2M | $-66M | $-13M | |
| Interest Expense | · | · | $10M | $14M | $12M | $12M | $13M | $16M | $17M | $13M | $-711.0K | $8M | $10M | $10M | $10M | $42M | |
| Interest Income | · | · | $3M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $2M | $2M | $2M | $915.0K | $565.0K | |
| Other Non-op | · | · | $-5M | $923.0K | $-72.0K | $-479.0K | $1M | $-4M | $-1M | $-2M | $-581.0K | $-2M | $-1M | $-4M | $-1M | $-2M | |
| Pretax Income | · | · | $87M | $-79M | $-20M | $-21M | $-31M | $-31M | $-63M | $-10M | $-179M | $-5M | $-273.0K | $-10M | $17M | $299M | |
| Income Tax | · | · | $-63M | $-116.0K | $6M | $-85.0K | $-2M | $-4M | $-2M | $-3M | $-2M | $-6M | $-417.0K | $-4M | $-18M | $46M | |
| Net Income | · | · | $297M | $283M | $-19M | $-14M | $-11M | $-22M | $-61M | $-10M | $-152M | $-2M | $-4M | $-9M | $29M | $236M | |
| EPS (Basic) | · | · | $2.15 | $2.04 | $-0.14 | $-0.10 | $-0.09 | $-0.16 | $-0.43 | $-0.07 | $-1.06 | $-0.02 | $-0.02 | $-0.06 | $0.19 | $1.58 | |
| EPS (Diluted) | · | · | $2.07 | $2.04 | $-0.14 | $-0.10 | $-0.09 | $-0.16 | $-0.43 | $-0.07 | $-1.06 | $-0.02 | $-0.02 | $-0.06 | $0.19 | $1.57 | |
| Shares (Basic) | · | · | -274,843,000 | 138,946,000 | 137,341,000 | 136,903,000 | -278,663,000 | 136,749,000 | 139,816,000 | 140,594,000 | -289,703,000 | 143,299,000 | 144,195,000 | 145,827,000 | 149,611,000 | 149,600,000 | |
| Shares (Diluted) | · | · | -272,571,000 | 138,946,000 | 137,341,000 | 136,903,000 | -278,663,000 | 136,749,000 | 139,816,000 | 140,594,000 | -289,703,000 | 143,299,000 | 144,195,000 | 145,827,000 | 151,197,000 | 150,423,000 | |
| EBITDA | · | · | · | $18M | $30M | $29M | · | $-1M | $-1M | $987.0K | · | $3M | $2M | $2M | $-66M | $-13M |
Balance Sheet 13
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $70M | $216M | $395M | $404M | $41M | $49M | $141M | $83M | $89M | $122M | $123M | $96M | $165M | $166M | $206M | $82M | |
| Receivables | $85M | $85M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Intangibles | · | · | $12M | $12M | $13M | $13M | $13M | $13M | $13M | $13M | · | $14M | $14M | $14M | $1M | $2M | |
| Total Assets | $1.24B | $1.43B | $1.68B | $2.08B | $1.87B | $1.87B | $1.96B | $2.07B | $2.06B | $2.12B | · | $2.25B | $2.22B | $2.19B | $2.30B | $2.42B | |
| Deferred Tax | · | · | $0 | $103M | $102M | $102M | $101M | $103M | $107M | $108M | · | $112M | $114M | $115M | $121M | $137M | |
| Total Liabilities | $725M | $728M | $1.12B | $1.82B | $1.59B | $1.57B | $1.64B | $1.60B | $1.56B | $1.54B | · | $1.50B | $1.45B | $1.41B | $1.29B | $1.54B | |
| Long-term Debt | · | · | $739M | $829M | $1.10B | $1.08B | $830M | $1.25B | $1.21B | $1.18B | · | $1.12B | $1.07B | $1.08B | $940M | $1.15B | |
| Common Stock | · | · | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | $1M | $1M | |
| Paid-in Capital | · | · | $429M | $432M | $427M | $426M | $425M | $437M | $439M | $461M | · | $472M | $483M | $489M | $514M | $515M | |
| Retained Earnings | · | · | $-69M | $-371M | $-336M | $-317M | $-303M | $-209M | $-187M | $-126M | · | $35M | $37M | $41M | $251M | $225M | |
| Stockholders' Equity | · | · | $362M | $62M | $92M | $110M | $123M | $230M | $254M | $336M | · | $509M | $522M | $532M | $767M | $741M | |
| Liabilities + Equity | · | · | $1.68B | $2.08B | $1.87B | $1.87B | $1.96B | $2.07B | $2.06B | $2.12B | · | $2.25B | $2.22B | $2.19B | $2.30B | $2.42B | |
| Shares Outstanding | 143,300,000 | 141,200,000 | 140,158,784 | 140,158,784 | 137,376,505 | 137,161,143 | 136,351,966 | 136,914,387 | 137,167,349 | 140,210,798 | · | 141,994,719 | 143,733,654 | 144,718,453 | 149,124,466 | 149,096,590 |
Cash Flow 8
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | $9M | $16M | $12M | $12M | $14M | $21M | $22M | $19M | $7M | $18M | $17M | $16M | $85M | $35M | |
| Stock-based Comp | · | · | $2M | $2M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $5M | $2M | $2M | |
| Operating Cash Flow | · | · | $-14M | $9M | $10M | $4M | $828.0K | $16M | $8M | $22M | $8M | $25M | $12M | $6M | $203M | $19M | |
| Investing Cash Flow | · | · | $473M | $448M | $-26M | $-20M | $145M | $-37M | $-36M | $-41M | $4M | $-137M | $-63M | $-63M | $42M | $-14M | |
| Stock Repurchased | · | · | $0 | $0 | $0 | $256.0K | $5M | $3M | $24M | $7M | $10M | $14M | $8M | $15M | $0 | $3M | |
| Net Stock Activity | · | · | · | · | · | $-256.0K | · | · | · | $-7M | · | · | · | $-15M | · | · | |
| Dividends Paid | · | · | $327M | $0 | $0 | $88M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | · | · | $-477M | $-99M | $7M | $-80M | $-83M | $21M | $-3M | $21M | $12M | $36M | $55M | $17M | $-114M | $-88M |
Profitability 7
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | 51.9% | 56.0% | 55.9% | · | -2.8% | -2.1% | 2.0% | · | 7.1% | 4.3% | 4.7% | -138.5% | -25.3% | |
| Net Margin | · | · | · | 805.9% | -36.6% | -26.6% | · | -41.3% | -118.3% | -20.3% | · | -4.7% | -7.9% | -19.9% | 61.0% | 465.2% | |
| Pretax Margin | · | · | · | -226.1% | -21.6% | -22.5% | · | -44.9% | -123.7% | -19.8% | · | -9.5% | -0.60% | -22.5% | 34.8% | 590.1% | |
| EBITDA Margin | · | · | · | 51.9% | 56.0% | 55.9% | · | -2.8% | -2.1% | 2.0% | · | 7.1% | 4.3% | 4.7% | -138.5% | -25.3% | |
| ROA | · | · | · | 13.7% | -0.98% | -0.70% | · | -1.0% | -2.8% | -0.47% | · | -0.10% | -0.16% | -0.37% | 1.2% | 10.0% | |
| ROE | · | · | · | 194.1% | -11.2% | -6.2% | · | -5.9% | -15.6% | -2.4% | · | -0.35% | -0.57% | -1.7% | 4.6% | 37.9% | |
| ROIC | · | · | · | 29.4% | 48.0% | 26.3% | · | -0.54% | -0.42% | 0.21% | · | -0.24% | -0.20% | 0.23% | -17.7% | -1.5% |
Liquidity & Solvency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | 1.3 | 1.6 | 1.7 | · | -0.1 | -0.1 | 0.1 | · | 0.4 | 0.2 | 0.2 | -6.8 | -0.3 |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Valuation (TTM) 10
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $88M | $117M | · | $176M | $192M | $189M | · | $184M | $195M | $188M | · | $185M | $188M | $193M | $191M | $184M | |
| Net Income TTM | $242M | $242M | · | $228M | $-116M | $-107M | · | $-95M | $-77M | $-25M | · | $14M | $253M | $264M | $268M | $219M | |
| Market Cap | $426M | $575M | · | $1.11B | $1.19B | $1.21B | · | $1.24B | $1.14B | $1.15B | · | $966M | $1.22B | $1.11B | $1.09B | $954M | |
| P/E | 1.7 | 2.3 | · | 4.8 | -10.4 | -11.6 | · | -13.3 | -15.4 | -48.2 | · | 75.6 | 5.1 | 4.4 | 4.1 | 4.4 | |
| P/S | 4.9 | 4.9 | · | 6.3 | 6.2 | 6.4 | · | 6.7 | 5.8 | 6.1 | · | 5.2 | 6.5 | 5.8 | 5.7 | 5.2 | |
| P/B | · | · | · | 17.9 | 13.0 | 10.9 | · | 5.4 | 4.5 | 3.4 | · | 1.9 | 2.3 | 2.1 | 1.4 | 1.3 | |
| P / Tangible Book | · | · | · | 22.5 | 15.1 | 12.4 | · | 5.7 | 4.7 | 3.6 | · | 1.9 | 2.4 | 2.1 | 1.4 | 1.3 | |
| P / Cash Flow | · | · | · | · | · | 315.3 | · | · | · | 52.9 | · | · | · | 198.8 | · | · | |
| Earnings Yield | 58.9% | 43.0% | · | 20.7% | -9.6% | -8.6% | · | -7.5% | -6.5% | -2.1% | · | 1.3% | 19.7% | 22.8% | 24.4% | 22.8% | |
| Payout Ratio | · | · | · | · | · | -633.9% | · | · | · | · | · | · | · | · | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $138M | $138M | $120M | $190M | $170M |
| Operating Margin % | — | 56.4% | 6.2% | -42.1% | -9.2% |
| Net Income | $547M | $-104M | $-166M | $75M | $-6M |
| Diluted EPS | $3.87 | $-0.75 | $-1.16 | $3.87 | $-0.04 |
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Institutional owners (13F) 172 filers · $326.0M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 26 (-20 vs prior Q) | 43 (-31 vs prior Q) | 40 (-16 vs prior Q) | 44 (-5 vs prior Q) | +24.4M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Madison Avenue Partners, LP | $36,753,723 | 12,374,991 | 11.28% | Shares |
| Newtyn Management, LLC | $36,234,000 | 12,200,000 | 11.12% | Shares |
| V3 Capital Management, L.P. | $33,369,645 | 3,671,028 | 10.24% | Shares |
| Weiss Asset Management LP | $24,206,854 | 8,150,456 | 7.43% | Shares |
| Owl Creek Asset Management, L.P. | $17,605,103 | 5,927,644 | 5.40% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $17,457,740 | 5,878,027 | 5.36% | Shares |
| TWO SIGMA INVESTMENTS, LP | $14,044,177 | 4,728,679 | 4.31% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $13,378,026 | 4,504,386 | 4.10% | Shares |
| MANGROVE PARTNERS IM, LLC | $13,244,406 | 4,459,396 | 4.06% | Shares |
| Qube Research & Technologies Ltd | $9,478,740 | 3,191,495 | 2.91% | Shares |
| BlackRock, Inc. | $7,540,497 | 2,538,888 | 2.31% | Shares |
| SummitTX Capital, L.P. | $6,850,994 | 2,306,732 | 2.10% | Shares |
| 683 Capital Management, LLC | $6,237,000 | 2,100,000 | 1.91% | Shares |
| Zimmer Partners, LP | $6,021,675 | 2,027,500 | 1.85% | Shares |
| VANGUARD GROUP INC | $5,257,755 | 885,144 | 1.61% | Shares |
| LANDMARK INVESTMENT PARTNERS, L.P. | $5,143,023 | 1,981,897 | 1.58% | Shares |
| Verition Fund Management LLC | $4,979,757 | 1,676,686 | 1.53% | Shares |
| LPL Financial LLC | $4,851,185 | 1,633,396 | 1.49% | Shares |
| Irenic Capital Management LP | $4,153,426 | 1,398,460 | 1.27% | Shares |
| DLD Asset Management, LP | $3,794,407 | 1,277,578 | 1.16% | Shares |
| TUDOR INVESTMENT CORP ET AL | $3,412,738 | 1,149,070 | 1.05% | Shares |
| Union Square Park Capital Management, LLC | $3,341,250 | 1,125,000 | 1.03% | Shares |
| Cubist Systematic Strategies, LLC | $2,961,042 | 373,398 | 0.91% | Shares |
| Meros Investment Management, LP | $2,872,382 | 967,132 | 0.88% | Shares |
| Alberta Investment Management Corp | $2,524,500 | 850,000 | 0.77% | Shares |
| CITADEL ADVISORS LLC | $2,480,924 | 835,328 | 0.76% | Shares |
| JANE STREET GROUP, LLC | $2,476,478 | 833,831 | 0.76% | Shares |
| STATE STREET CORP | $2,142,115 | 721,251 | 0.66% | Shares |
| Greenland Capital Management LP | $1,930,500 | 650,000 | 0.59% | Shares |
| LMR Partners LLP | $1,666,541 | 561,125 | 0.51% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,583,720 | 533,239 | 0.49% | Shares |
| Bulldog Investors, LLP | $1,485,000 | 500,000 | 0.46% | Shares |
| Quinn Opportunity Partners LLC | $1,469,957 | 494,935 | 0.45% | Shares |
| Bleakley Financial Group, LLC | $1,452,615 | 489,096 | 0.45% | Shares |
| Northern Right Capital Management, L.P. | $1,423,646 | 479,342 | 0.44% | Shares |
| HSBC HOLDINGS PLC | $1,414,150 | 472,960 | 0.43% | Shares |
| CANTOR FITZGERALD, L. P. | $1,336,500 | 450,000 | 0.41% | Shares |
| Yakira Capital Management, Inc. | $1,026,601 | 345,657 | 0.31% | Shares |
| Skopos Labs, Inc. | $988,262 | 242,816 | 0.30% | Shares |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $945,396 | 318,315 | 0.29% | Shares |
| GOLDMAN SACHS GROUP INC | $848,401 | 285,657 | 0.26% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $807,110 | 272,125 | 0.25% | Shares |
| MILLENNIUM MANAGEMENT LLC | $800,852 | 269,647 | 0.25% | Shares |
| Swiss National Bank | $771,855 | 259,884 | 0.24% | Shares |
| GABELLI FUNDS LLC | $671,282 | 226,021 | 0.21% | Shares |
| Engineers Gate Manager LP | $618,693 | 208,314 | 0.19% | Shares |
| Alpine Global Management, LLC | $594,000 | 200,000 | 0.18% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $561,360 | 189,010 | 0.17% | Shares |
| AlphaQuest LLC | $534,071 | 89,911 | 0.16% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $513,182 | 126,089 | 0.16% | Shares |
| EVERGREEN CAPITAL MANAGEMENT LLC | $453,178 | 152,585 | 0.14% | Shares |
| Squarepoint Ops LLC | $416,973 | 140,395 | 0.13% | Shares |
| State of New Jersey Common Pension Fund D | $412,156 | 138,773 | 0.13% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $377,062 | 126,957 | 0.12% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $333,005 | 112,123 | 0.10% | Shares |
| CALDWELL SUTTER CAPITAL, INC. | $292,420 | 98,458 | 0.09% | Shares |
| Toroso Investments, LLC | $288,791 | 48,618 | 0.09% | Shares |
| JPMORGAN CHASE & CO | $279,537 | 93,179 | 0.09% | Shares |
| JANUS HENDERSON GROUP PLC | $267,599 | 65,830 | 0.08% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $263,772 | 88,812 | 0.08% | Shares |
| Jain Global LLC | $243,383 | 81,947 | 0.07% | Shares |
| XTX Topco Ltd | $241,185 | 81,207 | 0.07% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $239,305 | 80,574 | 0.07% | Shares |
| OP Asset Management Ltd | $239,275 | 80,564 | 0.07% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $221,832 | 74,691 | 0.07% | Shares |
| Point72 (DIFC) Ltd | $210,075 | 26,491 | 0.06% | Shares |
| BARCLAYS PLC | $192,221 | 64,721 | 0.06% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $186,786 | 62,891 | 0.06% | Shares |
| CITIGROUP INC | $183,623 | 61,826 | 0.06% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $181,140 | 60,990 | 0.06% | Shares |
| Worth Venture Partners, LLC | $171,963 | 57,900 | 0.05% | Shares |
| Point72 Asia (Singapore) Pte. Ltd. | $167,762 | 21,155 | 0.05% | Shares |
| Balyasny Asset Management L.P. | $165,331 | 55,667 | 0.05% | Shares |
| WOLVERINE TRADING, LLC | $160,930 | 20,792 | 0.05% | Shares |
| NORTHERN TRUST CORP | $157,327 | 52,972 | 0.05% | Shares |
| Vanguard Personalized Indexing Management, LLC | $154,770 | 52,111 | 0.05% | Shares |
| GTS SECURITIES LLC | $149,465 | 50,325 | 0.05% | Shares |
| State of Wyoming | $144,511 | 48,657 | 0.04% | Shares |
| Creative Planning | $133,424 | 44,924 | 0.04% | Shares |
| Clear Harbor Asset Management, LLC | $124,889 | 42,050 | 0.04% | Shares |
| Quantinno Capital Management LP | $123,974 | 41,741 | 0.04% | Shares |
| Beverly Hills Private Wealth, LLC | $119,498 | 40,235 | 0.04% | Shares |
| Avise Financial Cooperative, Inc. | $119,498 | 40,235 | 0.04% | Shares |
| Russell Investments Group, Ltd. | $118,337 | 39,844 | 0.04% | Shares |
| Quantbot Technologies LP | $107,413 | 36,166 | 0.03% | Shares |
| ARIZONA STATE RETIREMENT SYSTEM | $106,112 | 35,728 | 0.03% | Shares |
| Vanguard Investments Australia, Ltd. | $94,491 | 31,815 | 0.03% | Shares |
| MACQUARIE GROUP LTD | $94,280 | 31,744 | 0.03% | Shares |
| BANK OF AMERICA CORP /DE/ | $90,823 | 30,580 | 0.03% | Shares |
| T3 Companies, LLC | $89,100 | 30,000 | 0.03% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $86,216 | 29,029 | 0.03% | Shares |
| KLP KAPITALFORVALTNING AS | $85,878 | 28,915 | 0.03% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $70,092 | 23,600 | 0.02% | Call option |
| BNP PARIBAS FINANCIAL MARKETS | $69,281 | 23,327 | 0.02% | Shares |
| JANE STREET GROUP, LLC | $67,419 | 22,700 | 0.02% | Put option |
| DGS Capital Management, LLC | $65,918 | 16,196 | 0.02% | Shares |
| Cetera Investment Advisers | $65,375 | 22,012 | 0.02% | Shares |
| Allianz Asset Management GmbH | $65,088 | 21,915 | 0.02% | Shares |
| ExodusPoint Capital Management, LP | $64,639 | 21,764 | 0.02% | Shares |
| DIVERSIFIED TRUST CO | $61,473 | 20,698 | 0.02% | Shares |
Company insiders 52 insiders · 7 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Wesley William Powell | President and CEO | April 15, 2026 F | 631,648 | 0 | 0 | $0 |
| Lynn Stanfield | EVP and CFO | April 15, 2026 F | 440,323 | 0 | 0 | $0 |
| Timothy J Beaudin | President and COO | April 12, 2010 S | 223,533 | 0 | 0 | $0 |
| Kellie Dreyer | Senior Vice President and CAO | Aug. 1, 2026 F | 92,782 | 0 | 0 | $0 |
| Jennifer Johnson | EVP, CAO, and General Counsel | April 15, 2026 F | 291,355 | 0 | 0 | $0 |
| Anthony R D'Alto | Executive Vice President | May 22, 2008 S | 6,827 | 0 | 0 | $0 |
| Jeffrey W Adler | Executive Vice President | May 6, 2008 S | 44,813 | 0 | 0 | $0 |
| James Patrick Sullivan | Director | Jan. 29, 2025 A | 67,264 | 0 | 0 | $0 |
| Deborah Smith | Director | Jan. 29, 2025 A | 118,352 | 0 | 0 | $0 |
| Quincy Allen | Director | Jan. 29, 2025 A | 105,597 | 0 | 0 | $0 |
| Jay P Leupp | Director | Jan. 29, 2025 A | 155,279 | 0 | 0 | $0 |
| Patricia L Gibson | Director | Jan. 29, 2025 A | 153,134 | 0 | 0 | $0 |
| Kirk Sykes | Director | Jan. 29, 2025 A | 107,312 | 0 | 0 | $0 |
| Sherry L Rexroad | Director | Jan. 29, 2025 A | 75,900 | 0 | 0 | $0 |
| Dary R Stone | Director | Jan. 29, 2025 A | 143,868 | 0 | 0 | $0 |
| Robert A. Miller | Director | Feb. 1, 2023 A | 0 | 0 | 0 | $0 |
| Terry Considine | Director | Feb. 1, 2023 A | 300,000 | 0 | 0 | $0 |
| STEIN MICHAEL A | Director | Feb. 4, 2022 A | 0 | 0 | 0 | $0 |
| Richard S Ellwood | Director | Feb. 1, 2011 A | 68,690 | 0 | 0 | $0 |
| APARTMENT INVESTMENT & MANAGEMENT CO | — | Dec. 15, 2020 J | 0 | 0 | 0 | $0 |
| Keith M Kimmel | — | Dec. 13, 2020 A | 34,808 | 0 | 0 | $0 |
| Lisa R Cohn | — | Dec. 13, 2020 A | 96,430 | 0 | 0 | $0 |
| Paul Beldin | — | Dec. 13, 2020 A | 78,399 | 0 | 0 | $0 |
| John D Rayis | — | May 29, 2020 P | 2,427 | 0 | 0 | $0 |
| Devin Ignatius Murphy | — | April 28, 2020 A | 2,400 | 0 | 0 | $0 |
| Kathleen M. Nelson | — | March 25, 2020 S | 45,129 | 0 | 0 | $0 |
| John E Bezzant | — | March 4, 2020 S | 58,612 | 0 | 0 | $0 |
| Ann Sperling | — | Jan. 28, 2020 A | 9,019 | 0 | 0 | $0 |
| Nina A Tran | — | Jan. 28, 2020 A | 16,056 | 0 | 0 | $0 |
| Patti K Fielding | — | Jan. 28, 2020 A | 44,119 | 0 | 0 | $0 |
| Thomas L Keltner | — | Jan. 28, 2020 A | 44,249 | 0 | 0 | $0 |
| Landis J Martin | — | Jan. 28, 2020 A | 31,662 | 0 | 0 | $0 |
| Miles Cortez | — | Dec. 17, 2019 G | 95,003 | 0 | 0 | $0 |
| Charles Andrew Higdon | — | March 1, 2017 P | — | 0 | 0 | $0 |
| BAILEY JAMES N | — | March 8, 2016 S | 16,600 | 0 | 0 | $0 |
| Ernest Michael Freedman | — | June 15, 2015 S | 113,988 | 0 | 0 | $0 |
| Dan S Matula | — | Feb. 1, 2013 S | 21,561 | 0 | 0 | $0 |
| Thomas M Herzog | — | Feb. 3, 2009 A | 143,098 | 0 | 0 | $0 |
| David R Robertson | — | Feb. 3, 2009 A | 269,032 | 0 | 0 | $0 |
| James G Purvis | — | Feb. 3, 2009 A | 24,782 | 0 | 0 | $0 |
| Harry G Alcock | — | Nov. 21, 2008 S | 84,021 | 0 | 0 | $0 |
| Thomas L Rhodes | — | March 25, 2008 M | 67,054 | 0 | 0 | $0 |
| Scott W Fordham | — | Jan. 29, 2008 A | 17,816 | 0 | 0 | $0 |
| Lance J Graber | — | Jan. 29, 2008 A | 66,251 | 0 | 0 | $0 |
| Robert Y Walker IV | — | Feb. 13, 2007 M | 21,278 | 0 | 0 | $0 |
| Paul J Mcauliffe | — | March 15, 2006 M | 112,413 | 0 | 0 | $0 |
| Randall J Fein | — | Feb. 13, 2006 A | 23,302 | 0 | 0 | $0 |
| Joseph Detuno | — | Feb. 18, 2005 S | 43,602 | 0 | 0 | $0 |
| Ronald D Monson | — | May 15, 2004 A | 56,463 | 0 | 0 | $0 |
| Peter K Kompaniez | — | May 15, 2004 A | 43,304 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 5 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Westdale Investments LP, JGB Ventures I, Ltd., JGB Holdings, Inc., Joseph G. Beard ×3 filings | July 12, 2024 | — | Initial filing | — | SEC |
| Land & Buildings Capital Growth Fund, LP, L&B GP LP, L&B Opportunity Fund, LLC, L&B Total Return Fund LLC, L&B Secular Growth, Land & Buildings Investment Management, LLC, Jonathan Litt, Corey Lorinsky ×3 filings | Sept. 29, 2023 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Feb. 4, 2003 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Feb. 6, 2002 | — | Initial filing | — | SEC |
| APARTMENT INVESTMENT AND MANAGEMENT COMPANY, AIMCO PROPERTIES, L.P., AIMCO-GP, INC., ORP ACQUISITION PARTNERS LIMITED PARTNERSHIP, ACQUISITION LIMITED PARTNERSHIP, ORP ACQUISITION, INC., OXFORD REALTY FINANCIAL GROUP, INC., AIMCO/BETHESDA HOLDINGS, INC., AIMCO/BETHESDA HOLDINGS ACQUISITIONS, INC. | Jan. 16, 2001 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 9 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| HAUS · Tidal Trust I | 2.99% | 60,466 NS | April 30, 2026 | N-PORT |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 0.09% | 256,878 NS | May 31, 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0.04% | 135,614 NS | April 30, 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.02% | 4,926,526 SH | Aug. 8, 2026 | Daily |
| DFAR · Dimensional ETF Trust | 0.02% | 63,071 NS | April 30, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 159,405 | Aug. 8, 2026 | Daily |
| DFGR · Dimensional ETF Trust | 0.01% | 61,042 NS | April 30, 2026 | N-PORT |
| WSML · iShares Trust | 0.00% | 8,055 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 4,366,657 SH | Aug. 8, 2026 | Daily |