OLP One Liberty Properties, Inc. Common Stock

NYSE · Real Estate · View on SEC EDGAR ↗
$24.49
Price · Aug 18, 2026
Fundamentals as of Aug 5, 2026

OLP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$24.48
Market Cap
$512M
P/E (TTM)
21.3
EPS (TTM)
$1.15
Revenue (TTM)
Div Yield
7.6%
ROE
8.4%
Debt/Equity
52W Range
$20 – $26

OLP Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
6-point trend, +17.2%
2016-12-31 2021-12-31
EPS $1.15
10-point trend, -17.3%
2016-12-31 2025-12-31
Free Cash Flow
Margins

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
OLP
Peer Median
P/E (TTM)
5-point trend, -7.5%
21.3
28.2
P/S (TTM)
5-point trend, -41.1%
6.1
5.9
P/B
5-point trend, -39.4%
1.7
1.4

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
OLP
Peer Median
ROA
5-point trend, -38.2%
3.1%
3.0%
ROE
5-point trend, -35.7%
8.4%
5.5%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
OLP
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
OLP
Peer Median
EPS YoY
5-point trend, -37.8%
-17.9%
Net Income YoY
5-point trend, -34.4%
-16.2%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
OLP
Peer Median
EPS (Diluted)
5-point trend, -37.8%
$1.15

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
OLP
Peer Median
Payout Ratio
5-point trend, +59.4%
153.1%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
7.6%
Payout Ratio
153.1%
5Y Div CAGR
Ex-dateAmount
June 25, 2026$0.4500
March 27, 2026$0.4500
Dec. 22, 2025$0.4500
Sept. 24, 2025$0.4500
June 25, 2025$0.4500
March 27, 2025$0.4500
Dec. 23, 2024$0.4500
Sept. 24, 2024$0.4500
June 25, 2024$0.4500
March 26, 2024$0.4500
Dec. 19, 2023$0.4500
Oct. 2, 2023$0.4500
June 23, 2023$0.4500
March 24, 2023$0.4500
Dec. 19, 2022$0.4500
Sept. 26, 2022$0.4500
June 17, 2022$0.4500
March 23, 2022$0.4500
Dec. 17, 2021$0.4500
Sept. 24, 2021$0.4500

OLP Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 7 analysts
  • Strong Buy 1 14.3%
  • Buy 4 57.1%
  • Hold 2 28.6%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-17
Median target $26.00 +6.2%
Mean target $26.83 +9.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.09%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.71 $0.68 0.03%
March 31, 2026 $0.28 $0.26 0.02%
Dec. 31, 2025 $0.21 $0.18 0.03%
Sept. 30, 2025 $0.51 $0.26 0.25%
June 30, 2025 $0.39 $0.14 0.25%
March 31, 2025 $0.18 $0.19 -0.01%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
OLP $424M 17.6 8.4%
COLD $3.66B -32.1 -2.4% -4.4% -3.7%
LXP $2.93B 27.2 -2.3% 32.3% 5.5%
IIPR $1.33B 12.1 -13.8% 44.5% 6.3%
ILPT $369M -5.5 -12.6%
PLD $118.62B 35.9 7.2% 37.9% 6.2%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 6-point trend, +17.2% · · · · $83M $82M $85M $79M $76M $71M · ·
SG&A Expense 12-point trend, +84.9% $16M $15M $16M $15M $14M $14M $12M $12M $11M $11M $10M $9M
Operating Expenses 12-point trend, +124.9% $68M $59M $57M $55M $51M $51M $49M $48M $44M $39M $33M $30M
Operating Income 12-point trend, +58.4% $48M $50M $50M $54M $57M $48M $40M $36M $42M $42M $33M $30M
Interest Expense 10-point trend, +15.2% · · $19M $18M $18M $19M $20M $18M $18M $17M $16M $16M
Net Income 12-point trend, +15.2% $25M $30M $30M $42M $39M $27M $18M $21M $24M $24M $21M $22M
EPS (Basic) 12-point trend, -15.3% $1.16 $1.41 $1.38 $2.00 $1.87 $1.34 $0.88 $1.05 $1.29 $1.40 $1.23 $1.37
EPS (Diluted) 12-point trend, -16.1% $1.15 $1.40 $1.38 $1.99 $1.85 $1.33 $0.88 $1.05 $1.28 $1.39 $1.22 $1.37
Shares (Basic) 12-point trend, +34.1% 20,866,000 20,600,000 20,499,000 20,360,000 20,086,000 19,571,000 19,090,000 18,575,000 17,944,000 16,768,000 15,971,000 15,563,000
Shares (Diluted) 12-point trend, +33.5% 20,912,000 20,722,000 20,556,000 20,453,000 20,264,000 19,599,000 19,119,000 18,588,000 18,047,000 16,882,000 16,079,000 15,663,000
EBITDA 12-point trend, +67.2% $75M $74M $75M $78M $80M $71M $62M $60M $53M $50M $49M $45M
Balance Sheet 10
Annual Balance Sheet data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -29.1% $14M $42M $26M $7M $16M $13M $11M $15M $14M $17M $13M $20M
Accum. Depreciation · · · · · · $4M · · · · ·
Total Assets 12-point trend, +45.2% $858M $767M $762M $783M $753M $776M $775M $781M $743M $733M $646M $590M
Total Liabilities 12-point trend, +66.7% $558M $458M $454M $466M $447M $484M $483M $482M $444M $442M $384M $335M
Common Stock 12-point trend, +33.0% $21M $21M $20M $20M $20M $20M $19M $19M $18M $18M $16M $16M
Retained Earnings 8-point trend, -265.4% · · · · $-36M $-38M $-28M $-11M $3M $12M $16M $22M
AOCI 12-point trend, +100.5% $16.0K $208.0K $844.0K $2M $-2M $-5M $-2M $2M $155.0K $-1M $-4M $-3M
Stockholders' Equity 12-point trend, +17.8% $300M $307M $307M $316M $305M $291M $291M $297M $297M $290M $260M $254M
Liabilities + Equity 12-point trend, +45.2% $858M $767M $762M $783M $753M $776M $775M $781M $743M $733M $646M $590M
Shares Outstanding 12-point trend, +33.0% 20,916,000 20,698,000 20,323,000 20,362,000 20,239,000 19,878,000 19,251,000 18,736,000 18,261,000 17,600,000 16,292,000 15,728,000
Cash Flow 12
Annual Cash Flow data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +85.5% $27M $24M $25M $24M $23M $23M $22M $24M $21M $18M $16M $15M
Stock-based Comp 12-point trend, +190.9% $5M $5M $5M $6M $5M $5M $4M $4M $3M $3M $2M $2M
Amort. of Intangibles 6-point trend, +30.1% · · · · $5M $5M $4M $7M $5M $4M · ·
Other Non-cash 12-point trend, -200.9% $-20M $-21M $-14M $-27M $-19M $-20M $-8M $-6M $-4M $-14M $-5M $-7M
Operating Cash Flow 12-point trend, +18.0% $38M $39M $46M $44M $49M $35M $36M $43M $44M $30M $34M $32M
Investing Cash Flow 12-point trend, -793.2% $-123M $10M $33M $-25M $23M $333.0K $-13M $-60M $-23M $-81M $-73M $-14M
Stock Issued 6-point trend, +43.1% · · · · · · $5M $3M $6M $26M $6M $4M
Stock Repurchased 2-point trend, +83.9% · · $10M $5M · · · · · · · ·
Net Stock Activity 8-point trend, -355.8% · · $-10M $-5M · · $5M $3M $6M $26M $6M $4M
Dividends Paid 12-point trend, +65.3% $39M $38M $38M $38M $37M $29M $35M $34M $32M $28M $26M $24M
Financing Cash Flow 12-point trend, +483.5% $55M $-33M $-57M $-28M $-69M $-34M $-28M $19M $-25M $54M $31M $-14M
Net Change in Cash 4-point trend, -198.4% · · · · · · · · $-4M $5M $-8M $4M
Profitability 5
Annual Profitability data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 4-point trend, +50.0% · · · · 68.8% 58.8% 47.4% 45.9% · · · ·
Net Margin 4-point trend, +79.8% · · · · 47.0% 33.5% 21.3% 26.1% · · · ·
EBITDA Margin 4-point trend, +26.2% · · · · 96.5% 86.9% 73.4% 76.4% · · · ·
ROA 12-point trend, -17.6% 3.1% 4.0% 3.8% 5.5% 5.1% 3.5% 2.3% 2.7% 3.3% 3.5% 3.3% 3.8%
ROE 12-point trend, -4.6% 8.4% 9.9% 9.5% 13.6% 13.0% 9.4% 6.1% 7.0% 8.2% 8.9% 8.0% 8.8%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
Interest Coverage 10-point trend, +44.4% · · 2.7 3.1 3.2 2.5 2.0 2.0 1.8 1.8 2.0 1.9
Efficiency 1
Annual Efficiency data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 4-point trend, +4.1% · · · · 0.1 0.1 0.1 0.1 · · · ·
Per Share 7
Annual Per Share data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -11.4% $14.32 $14.85 $15.09 $15.52 $15.09 $14.63 $15.10 $15.86 $16.25 $16.48 $15.99 $16.17
Revenue / Share 4-point trend, -4.1% · · · · $4.08 $4.18 $4.43 $4.26 · · · ·
Cash Flow / Share 12-point trend, -11.6% $1.79 $1.88 $2.24 $2.16 $2.40 $1.79 $1.90 $2.29 $2.47 $1.86 $2.11 $2.03
Cash / Share 12-point trend, -46.6% $0.69 $2.04 $1.30 $0.33 $0.80 $0.64 $0.57 $0.81 $0.75 $0.99 $0.78 $1.29
Dividend / Share 11-point trend, +20.0% $2 $2 $2 $2 $2 · $2 $2 $2 $2 $2 $2
Dividend Paid / Share 12-point trend, +20.0% $2 $2 $2 $2 $2 $1 $2 $2 $2 $2 $2 $2
EPS (TTM) 12-point trend, -16.1% $1.15 $1.40 $1.38 $1.99 $1.85 $1.33 $0.88 $1.05 $1.28 $1.39 $1.22 $1.37
Growth Rates 8
Annual Growth Rates data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY · · · · 1.0% · · · · · · ·
EPS YoY 5-point trend, -145.7% -17.9% 1.5% -30.6% 7.6% 39.1% · · · · · · ·
EPS CAGR 3Y 3-point trend, -1447.6% -16.7% -8.9% 1.2% · · · · · · · · ·
EPS CAGR 5Y -2.9% · · · · · · · · · · ·
Net Income YoY 5-point trend, -138.9% -16.2% 2.7% -29.8% 8.5% 41.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -690.5% -15.5% -7.8% 2.6% · · · · · · · · ·
Net Income CAGR 5Y -1.5% · · · · · · · · · · ·
Dividend CAGR 5Y 5.8% · · · · · · · · · · ·
Valuation (TTM) 12
Annual Valuation (TTM) data for OLP
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +63.8% $83M $83M $83M $83M $83M $82M $85M $79M $76M $71M $51M $51M
Net Income TTM 12-point trend, +15.2% $25M $30M $30M $42M $39M $27M $18M $21M $24M $24M $21M $22M
Market Cap 12-point trend, +14.0% $424M $564M $445M $452M $714M $399M $523M $454M $473M $442M $350M $372M
P/E 12-point trend, +2.1% 17.6 19.5 15.9 11.2 19.1 15.1 30.9 23.1 20.2 18.1 17.6 17.3
P/S 12-point trend, -30.4% 5.1 6.8 5.3 5.4 8.6 4.9 6.2 5.7 6.2 6.3 6.9 7.3
P/B 12-point trend, -3.3% 1.4 1.8 1.5 1.4 2.3 1.4 1.8 1.5 1.6 1.5 1.3 1.5
P / Tangible Book 6-point trend, +3.2% 1.4 1.8 1.5 1.4 2.3 1.4 · · · · · ·
P / Cash Flow 12-point trend, -3.4% 11.3 14.4 9.7 10.2 14.7 11.4 14.4 10.6 10.6 14.1 10.3 11.7
Dividend Yield 12-point trend, +45.0% 9.2% 6.8% 8.6% 8.4% 5.2% 7.4% 6.8% 7.6% 6.7% 6.4% 7.3% 6.3%
Earnings Yield 12-point trend, -2.1% 5.7% 5.1% 6.3% 9.0% 5.2% 6.6% 3.2% 4.3% 4.9% 5.5% 5.7% 5.8%
Payout Ratio 12-point trend, +43.5% 153.1% 126.4% 128.8% 89.7% 96.0% 107.4% 196.7% 166.6% 131.3% 115.6% 124.8% 106.7%
Annual Payout 12-point trend, +65.3% $39M $38M $38M $38M $37M $29M $35M $34M $32M $28M $26M $24M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $83M
Operating Margin % 68.8%
Net Income $25M$30M$30M$42M$39M
Diluted EPS $1.15$1.40$1.38$1.99$1.85

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Institutional owners (13F) 147 filers · $136.0M 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
18 (+2 vs prior Q) 12 (-5 vs prior Q) 49 (+4 vs prior Q) 32 (-6 vs prior Q) +1.9M

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
VANGUARD PORTFOLIO MANAGEMENT LLC $21,837,365 894,241 16.06% Shares
VANGUARD CAPITAL MANAGEMENT LLC $16,778,103 687,064 12.34% Shares
RENAISSANCE TECHNOLOGIES LLC $11,953,053 489,478 8.79% Shares
GEODE CAPITAL MANAGEMENT, LLC $10,950,502 448,324 8.05% Shares
STATE STREET CORP $10,552,278 424,679 7.76% Shares
ALTFEST L J & CO INC $8,712,152 356,763 6.41% Shares
DIMENSIONAL FUND ADVISORS LP $5,214,769 213,545 3.84% Shares
TWO SIGMA INVESTMENTS, LP $3,822,218 156,520 2.81% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3,664,978 150,081 2.70% Shares
Quantinno Capital Management LP $3,130,307 128,186 2.30% Shares
MACKENZIE FINANCIAL CORP $2,707,177 110,859 1.99% Shares
VANGUARD FIDUCIARY TRUST CO $2,595,333 106,279 1.91% Shares
Man Group plc $2,444,002 100,082 1.80% Shares
CITADEL ADVISORS LLC $2,293,307 93,911 1.69% Shares
MORGAN STANLEY $2,077,913 85,090 1.53% Shares
Bank of New York Mellon Corp $2,008,618 82,253 1.48% Shares
Qube Research & Technologies Ltd $1,699,461 69,593 1.25% Shares
BlackRock, Inc. $1,632,306 66,843 1.20% Shares
EXCHANGE TRADED CONCEPTS, LLC $1,554,944 63,675 1.14% Shares
Pathstone Holdings, LLC $1,156,775 47,370 0.85% Shares
TWO SIGMA ADVISERS, LP $930,621 45,866 0.68% Shares
UBS Group AG $841,245 34,449 0.62% Shares
GLOBEFLEX CAPITAL L P $826,568 33,848 0.61% Shares
BANK OF AMERICA CORP /DE/ $780,073 31,944 0.57% Shares
FIRST MANHATTAN CO. LLC. $730,904 29,389 0.54% Shares
RHUMBLINE ADVISERS $647,192 26,503 0.48% Shares
GOLDMAN SACHS GROUP INC $643,784 26,363 0.47% Shares
NOMURA ASSET MANAGEMENT CO LTD $608,546 24,920 0.45% Shares
NewEdge Advisors, LLC $518,143 21,218 0.38% Shares
ZACKS INVESTMENT MANAGEMENT $491,642 20,132 0.36% Shares
Asset Management One Co., Ltd. $489,932 22,830 0.36% Shares
GUGGENHEIM CAPITAL LLC $487,619 19,968 0.36% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $482,564 19,761 0.35% Shares
Connor, Clark & Lunn Investment Management Ltd. $477,020 19,534 0.35% Shares
Sumitomo Mitsui Trust Group, Inc. $464,932 19,039 0.34% Shares
Sequoia Financial Advisors, LLC $453,993 18,591 0.33% Shares
HSBC HOLDINGS PLC $430,794 17,605 0.32% Shares
DEUTSCHE BANK AG\ $421,807 17,273 0.31% Shares
MERCER GLOBAL ADVISORS INC /ADV $393,048 16,095 0.29% Shares
WELLS FARGO & COMPANY/MN $362,051 14,826 0.27% Shares
ALLIANCEBERNSTEIN L.P. $355,442 16,563 0.26% Shares
PNC Financial Services Group, Inc. $344,200 14,095 0.25% Shares
Mission Hills Financial Advisory, LLC $326,007 13,350 0.24% Shares
Russell Investments Group, Ltd. $320,096 13,108 0.24% Shares
PANAGORA ASSET MANAGEMENT INC $317,607 13,006 0.23% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $316,239 12,950 0.23% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $304,713 12,478 0.22% Shares
EVERGREEN CAPITAL MANAGEMENT LLC $276,704 11,126 0.20% Shares
Kestra Advisory Services, LLC $275,629 11,287 0.20% Shares
CITADEL ADVISORS LLC $268,620 11,000 0.20% Call option
MetLife Investment Management, LLC $265,421 10,869 0.20% Shares
OSAIC HOLDINGS, INC. $254,517 10,422 0.19% Shares
ALPS ADVISORS INC $250,500 10,258 0.18% Shares
EntryPoint Capital, LLC $233,651 9,568 0.17% Shares
NEUBERGER BERMAN GROUP LLC $212,382 8,697 0.16% Shares
CITIGROUP INC $211,550 8,663 0.16% Shares
Vanguard Personalized Indexing Management, LLC $202,710 8,301 0.15% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $199,047 8,151 0.15% Shares
Vanguard Global Advisers, LLC $185,201 7,584 0.14% Shares
Invesco Ltd. $177,485 7,268 0.13% Shares
Resona Asset Management Co.,Ltd. $168,134 6,828 0.12% Shares
NEW YORK STATE COMMON RETIREMENT FUND $155,726 6,377 0.11% Shares
Daiwa Securities Group Inc. $149,963 6,141 0.11% Shares
VANGUARD GROUP INC $142,294 7,013 0.10% Shares
Police & Firemen's Retirement System of New Jersey $123,101 5,041 0.09% Shares
Daytona Street Capital LLC $100,254 4,092 0.07% Shares
FMR LLC $92,845 3,802 0.07% Shares
STRS OHIO $85,470 3,500 0.06% Shares
AlphaQuest LLC $78,502 3,869 0.06% Shares
NORTHERN TRUST CORP $67,570 2,767 0.05% Shares
Versant Capital Management, Inc $67,399 2,760 0.05% Shares
SPIRIT OF AMERICA MANAGEMENT CORP/NY $61,050 2,500 0.04% Shares
Bogart Wealth, LLC $59,634 2,442 0.04% Shares
BNP PARIBAS FINANCIAL MARKETS $59,487 2,436 0.04% Shares
GAMMA Investing LLC $58,046 2,377 0.04% Shares
BARCLAYS PLC $55,238 2,262 0.04% Shares
Atlantic Union Bankshares Corp $54,994 2,252 0.04% Shares
JONES FINANCIAL COMPANIES LLLP $53,788 2,199 0.04% Shares
RAYMOND JAMES FINANCIAL INC $53,138 2,176 0.04% Shares
Arax Advisory Partners $51,674 2,116 0.04% Shares
Creative Planning $47,692 1,953 0.04% Shares
SIGNATUREFD, LLC $41,722 1,709 0.03% Shares
US BANCORP \DE\ $40,879 1,674 0.03% Shares
Legal & General Group Plc $40,635 1,664 0.03% Shares
Farther Finance Advisors, LLC $37,882 1,551 0.03% Shares
Ameritas Investment Partners, Inc. $37,216 1,524 0.03% Shares
Allworth Financial LP $35,001 1,433 0.03% Shares
Tower Research Capital LLC (TRC) $29,621 1,213 0.02% Shares
Pinnacle Wealth Planning Services, Inc. $25,421 1,041 0.02% Shares
CWM, LLC $24,421 1,138 0.02% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $21,825 1,017 0.02% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $21,331 994 0.02% Shares
First Bancorp, Inc /ME/ $17,656 723 0.01% Shares
Nuveen Asset Management, LLC $15,935 585 0.01% Shares
Cornerstone Planning Group LLC $15,560 615 0.01% Shares
Fortis Group Advisors, LLC $15,482 634 0.01% Shares
Nuveen, LLC $14,286 585 0.01% Shares
NISA INVESTMENT ADVISORS, LLC $14,076 566 0.01% Shares
WealthCollab, LLC $14,042 575 0.01% Shares
Larson Financial Group LLC $13,763 564 0.01% Shares

Company insiders 31 insiders · 6 officers · 11 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jeffrey Fishman PRESIDENT April 15, 2005 A 23,045 0 0 $0
Alysa Block Treasurer Jan. 14, 2026 A 30,633 0 0 $0
Karen Dunleavy Sr. Vice President, Financial Jan. 5, 2023 A 50,639 0 0 $0
Benjamin Bolanos Vice President Jan. 10, 2019 A 9,450 0 0 $0
Simeon Brinberg Senior Counsel Aug. 2, 2017 A 79,589 0 0 $0
Seth Kobay Vice President, Treasurer Aug. 24, 2006 M 11,200 0 0 $0
Karen A. Till Director Jan. 14, 2026 A 23,498 0 0 $0
Edward Gellert Director Jan. 14, 2026 A 18,650 0 0 $0
Leor Siri Director Jan. 14, 2026 A 37,450 0 0 $0
Jesse Robert Lovejoy Director Jan. 14, 2026 A 98,449 0 0 $0
Charles Biederman Director Jan. 14, 2026 A 59,857 0 0 $0
Joseph A Deluca Director Jan. 12, 2022 A 50,740 0 0 $0
ZURIFF EUGENE I Director Jan. 6, 2021 A 32,492 0 0 $0
Louis P Karol Director Jan. 10, 2019 A 25,025 0 0 $0
James J Burns Director Jan. 9, 2017 A 34,162 0 0 $0
Joseph Amato Director Jan. 5, 2016 A 31,162 0 0 $0
ROSE MARSHALL Director Feb. 28, 2007 A 28,138 0 0 $0
GOULD INVESTORS L P 10% owner Oct. 29, 2020 J 1,894,883 0 0 $0
Mili Mathew Aug. 5, 2026 A 31,569 0 0 $0
Isaac Kalish Aug. 5, 2026 A 100,617 0 0 $0
Justin Clair Aug. 5, 2026 A 38,653 0 3 $-201,535
Richard Figueroa Aug. 5, 2026 A 88,138 0 0 $0
Lawrence Ricketts Aug. 5, 2026 A 176,234 0 9 $-616,385
Patrick Callan JR Aug. 5, 2026 A 452,607 0 0 $0
Mark H Lundy Aug. 5, 2026 A 232,263 0 0 $0
David Kalish Aug. 5, 2026 A 252,860 0 0 $0
Israel Rosenzweig Aug. 5, 2026 A 223,378 0 0 $0
Matthew J Gould Aug. 5, 2026 A 366,050 0 0 $0
Jeffrey Gould Aug. 5, 2026 A 396,480 0 0 $0
Fredric H Gould Aug. 5, 2026 A 630,283 0 0 $0
Arthur Hurand April 15, 2004 A 47,486 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 2 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
GOULD INVESTORS L P, GOULD JEFFREY, GOULD MATTHEW J, GOULD FREDRIC H July 2, 2026 12.40% Initial filing Passive investment SEC
ROCA Real Estate Securities Fund, L.P., ROCA Advisors, L.P., ROCA Advisors-GP, LLC ×4 filings Oct. 2, 2008 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 29 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
NETL · ETF Series Solutions 2.75% 57,342 NS May 31, 2026 N-PORT
RDOG · ALPS ETF Trust 2.07% 9,818 NS May 31, 2026 N-PORT
RIET · ETF Series Solutions 1.29% 57,275 NS May 31, 2026 N-PORT
IWC · iShares Trust 0.10% 59,868 SH Aug. 8, 2026 Daily
ROSC · Lattice Strategies Trust 0.04% 1,012 NS April 30, 2026 N-PORT
EBIT · Harbor ETF Trust 0.04% 201 NS April 30, 2026 N-PORT
USRT · iShares Trust 0.03% 66,255 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.03% 180,940 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.03% 15,444 SH Aug. 8, 2026 Daily
DFAR · Dimensional ETF Trust 0.03% 21,577 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.02% 2,870 Aug. 8, 2026 Daily
VNQ · VANGUARD SPECIALIZED FUNDS 0.02% 607,173 SH Aug. 8, 2026 Daily
DFGR · Dimensional ETF Trust 0.02% 30,494 NS April 30, 2026 N-PORT
IWM · iShares Trust 0.01% 462,661 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.01% 8,086 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 863 NS May 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 101,603 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.01% 10,674 Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.01% 77,020 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.01% 675 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 684 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 612 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 17 NS May 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 42,048 SH Aug. 8, 2026 Daily
IWV · iShares Trust 0.00% 4,692 SH Aug. 8, 2026 Daily
SCHB · SCHWAB STRATEGIC TRUST 0.00% 10,345 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 185,085 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 484,843 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,937 SH Aug. 8, 2026 Daily