IVT InvenTrust Properties Corp. Common Stock
$33,13
Precio · Ago 20, 2026
Fundamentales a fecha de Ago 3, 2026
Rango 52S
$27–$37
61% of range
Calificación del Analista
STRONG BUY
12 analysts
Precio Objetivo
$37
+12% upside
P/E (TTM)
23.4
ROE
6.2%
Margen de Beneficio Neto
37.2%
IVT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$33.13
Capitalización Bursátil
$2.58B
P/E (TTM)
23.4
BPA (TTM)
$1.42
Ingresos (TTM)
$299M
Rendimiento div.
2.8%
ROE
6.2%
Deuda/Capital
—
Rango 52S
$27 – $37
IVT Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$299M
2016-12-31
→
2025-12-31
BPA
$1.42
2019-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
37.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
IVT
Mediana de Pares
P/E (TTM)
23.4
22.9
P/S (TTM) (P/V (TTM))
8.6
7.3
P/B (P/C)
1.4
1.7
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
IVT
Mediana de Pares
Operating Margin (Margen Operativo)
20.1%
—
Net Profit Margin (Margen de Beneficio Neto)
37.2%
26.0%
ROA
4.1%
3.6%
ROE
6.2%
10.3%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
IVT
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
IVT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
9.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
8.1%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
8.6%
—
EPS YoY (EPS interanual)
647.4%
—
Net Income YoY (Beneficio Neto interanual)
715.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
IVT
Mediana de Pares
Payout Ratio (Ratio de Pago)
65.4%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.8%
Ratio de Pago
65.4%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 30 de junio de 2026 | $0,2500 |
| 31 de marzo de 2026 | $0,2500 |
| 30 de diciembre de 2025 | $0,2380 |
| 30 de septiembre de 2025 | $0,2380 |
| 30 de junio de 2025 | $0,2380 |
| 31 de marzo de 2025 | $0,2380 |
| 30 de diciembre de 2024 | $0,2260 |
| 30 de septiembre de 2024 | $0,2260 |
| 28 de junio de 2024 | $0,2260 |
| 27 de marzo de 2024 | $0,2260 |
| 27 de diciembre de 2023 | $0,2160 |
| 28 de septiembre de 2023 | $0,2160 |
| 29 de junio de 2023 | $0,2160 |
| 30 de marzo de 2023 | $0,2160 |
| 28 de diciembre de 2022 | $0,2050 |
| 29 de septiembre de 2022 | $0,2050 |
| 29 de junio de 2022 | $0,2050 |
| 30 de marzo de 2022 | $0,2050 |
| 29 de diciembre de 2021 | $0,2050 |
| 29 de septiembre de 2021 | $0,0200 |
IVT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
12 analistas
- Compra fuerte 4 33,3%
- Compra 4 33,3%
- Mantener 4 33,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-15
Mediana
$37.00
Ahora
$33.13
Mín
$33.00
Máx
$41.00
Objetivo mediano
$37.00
+11,7%
Objetivo medio
$37.14
+12,1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.02 | $0.05 | -0.03% |
| 31 de marzo de 2026 | $0.07 | $0.05 | 0.02% |
| 31 de diciembre de 2025 | $0.03 | $0.14 | -0.11% |
| 30 de septiembre de 2025 | $0.08 | $0.07 | 0.01% |
| 30 de junio de 2025 | $0.06 | $0.07 | -0.01% |
| 31 de marzo de 2025 | $0.09 | $0.08 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| IVT | $2.19B | 19.9 | 9.2% | 37.2% | 6.2% | — |
| KRG | $5.01B | 17.5 | 0.82% | 35.4% | 9.3% | — |
| SKT | — | 35.9 | — | — | — | — |
| CURB | $2.45B | 62.7 | 51.3% | 21.8% | 2.1% | — |
| AKR | $2.69B | 205.4 | 14.2% | 4.1% | 0.79% | — |
| UE | $2.42B | 25.9 | 6.1% | 19.8% | 6.8% | — |
| NTST | $1.64B | 220.5 | 19.8% | 3.6% | 0.50% | — |
| GTY | $1.64B | 20.3 | 9.0% | 35.7% | 7.7% | — |
| CBL | $1.12B | 8.5 | 12.2% | 23.5% | 38.9% | — |
| ALX | $1.11B | 39.6 | -5.8% | 13.2% | 22.2% | — |
| SPG | — | 13.1 | 6.7% | 84.3% | 131.6% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $299M | $274M | $259M | $237M | $212M | $198M | $226M | $243M | $252M | $243M | $258M | $283M | |
| SG&A Expense | $35M | $33M | $32M | $33M | $38M | $33M | $35M | $35M | $43M | $49M | $70M | $61M | |
| Operating Expenses | $248M | $227M | $223M | $201M | $209M | $180M | $199M | $206M | $209M | $215M | $334M | $257M | |
| Operating Income | $60M | $-33M | $-31M | $17M | $-8M | $-28M | $36M | $47M | $17M | $28M | $-76M | $26M | |
| Interest Expense | · | · | $38M | $27M | $16M | $19M | $23M | $25M | $30M | $44M | $54M | $80M | |
| Other Non-op | $4M | $4M | $5M | $2M | $606.0K | $3M | $1M | $3M | $-308.0K | $2M | $15M | $1M | |
| Pretax Income | · | · | · | · | · | · | $65M | $84M | $59M | $119M | $-23M | $249M | |
| Income Tax | $568.0K | $543.0K | $517.0K | · | · | · | $1M | $30.0K | $1M | $201.0K | $2M | $747.0K | |
| Net Income | $111M | $14M | $5M | $52M | $-5M | $-10M | $38M | $84M | $62M | $253M | $3M | $487M | |
| EPS (Basic) | $1.44 | $0.19 | $0.08 | $0.77 | $-0.08 | $-0.14 | $0.53 | · | · | · | · | · | |
| EPS (Diluted) | $1.42 | $0.19 | $0.08 | $0.77 | $-0.08 | $-0.14 | $0.53 | · | · | · | · | · | |
| Shares (Basic) | 77,598,121 | 70,394,448 | 67,531,898 | 67,406,233 | 71,072,933 | 72,040,623 | 72,914,406 | 761,139,011 | 773,445,341 | · | · | · | |
| Shares (Diluted) | 78,338,449 | 71,010,568 | 67,813,180 | 67,525,935 | 71,072,933 | 72,040,623 | 72,990,790 | 762,065,474 | 774,600,479 | 854,700,755 | · | · | |
| EBITDA | $189M | $81M | $83M | $112M | $79M | $59M | $135M | $134M | $112M | $115M | $147M | $464M |
Balance general 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $223M | $255M | $260M | $163M | $397M | $203M | $599M | |
| Goodwill | · | · | · | · | · | · | · | · | · | · | · | $42M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | $112M | |
| Total Assets | $2.79B | $2.64B | $2.49B | $2.47B | $2.21B | $2.41B | $2.51B | $2.54B | $2.70B | $2.79B | $4.20B | $7.50B | |
| Total Liabilities | $994M | $876M | $933M | $869M | $641M | $668M | $688M | $684M | $793M | $837M | $2.06B | $3.50B | |
| Long-term Debt | $823M | $740M | $815M | $755M | $533M | · | · | · | · | $435M | $1.77B | · | |
| Common Stock | $78.0K | $77.0K | $68.0K | $67.0K | $67.0K | $72.0K | $721.0K | $729.0K | $773.0K | $773.0K | $862.0K | $861.0K | |
| Paid-in Capital | $5.74B | $5.73B | $5.47B | $5.46B | $5.45B | $5.57B | $5.57B | $5.59B | $5.68B | $5.68B | $6.07B | $7.76B | |
| AOCI | $5M | $14M | $18M | $27M | $-4M | $-12M | $1M | $2M | $2M | $59M | $37M | $58M | |
| Stockholders' Equity | $1.79B | $1.76B | $1.55B | $1.60B | $1.57B | $1.74B | $1.82B | $1.85B | $1.91B | $1.95B | $2.15B | $4.00B | |
| Liabilities + Equity | $2.79B | $2.64B | $2.49B | $2.47B | $2.21B | $2.41B | $2.51B | $2.54B | $2.70B | $2.79B | $4.20B | $7.50B | |
| Shares Outstanding | 77,691,533 | 77,450,794 | 67,807,831 | 67,472,553 | 67,344,374 | 71,998,654 | 720,807,884 | 728,558,989 | 774,293,197 | 773,304,997 | 862,205,672 | 861,824,777 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $128M | $114M | $113M | $95M | $87M | $88M | $97M | $101M | $95M | $116M | $163M | $332M | |
| Stock-based Comp | · | · | · | · | · | · | $6M | $4M | $3M | $2M | $2M | $0 | |
| Deferred Tax | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Amort. of Intangibles | $39M | $31M | $35M | $23M | $21M | $25M | $27M | $26M | $26M | $21M | $19M | $28M | |
| Other Non-cash | $-85M | $9M | $11M | $-21M | $8M | $17M | $-35M | $-64M | $-44M | $-251M | $26M | $-481M | |
| Operating Cash Flow | $155M | $137M | $130M | $126M | $90M | $94M | $106M | $125M | $118M | $133M | $196M | $340M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | $13M | $19M | |
| Investing Cash Flow | $-145M | $-241M | $-80M | $-144M | $-65M | $-49M | $-42M | $175M | $-209M | $1.08B | $-164M | $1.92B | |
| Stock Issued | · | · | $5M | $0 | $0 | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | $0 | $0 | $116M | $5M | $20M | $0 | $0 | · | · | · | |
| Net Stock Activity | · | · | $5M | $0 | $-17M | $-5M | $-20M | · | · | · | · | · | |
| Dividends Paid | $73M | $63M | $57M | $55M | $56M | $54M | $53M | $54M | $53M | $99M | $147M | $439M | |
| Financing Cash Flow | $-61M | $95M | $-88M | $112M | $-204M | $-82M | $-68M | $-207M | $-159M | $-1.01B | $-561M | $-1.85B | |
| Net Change in Cash | $-51M | $-9M | $-38M | $93M | $-179M | $-37M | $-4M | $93M | $-250M | $199M | $-530M | $414M | |
| Taxes Paid | $659.0K | $530.0K | $209.0K | $-386.0K | $276.0K | $833.0K | $446.0K | $463.0K | $625.0K | $966.0K | $7M | · | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | $181M | $274M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $395M | $104M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.1% | -12.2% | -11.8% | 7.2% | -3.8% | -14.3% | 16.6% | 13.7% | 5.9% | -0.52% | -3.4% | 9.6% | |
| Net Margin | 37.2% | 5.0% | 2.0% | 22.1% | -2.5% | -5.1% | 17.0% | 34.5% | 24.5% | 101.2% | 0.77% | 35.3% | |
| Pretax Margin | · | · | · | · | · | · | 28.7% | 34.6% | 23.5% | 34.9% | 0.13% | 19.0% | |
| EBITDA Margin | 63.0% | 29.4% | 32.0% | 47.3% | 37.3% | 30.0% | 59.6% | 55.2% | 44.3% | 46.1% | 32.7% | 33.6% | |
| ROA | 4.1% | 0.53% | 0.21% | 2.2% | -0.23% | -0.41% | 1.5% | 3.2% | 2.2% | 7.2% | 0.06% | 5.7% | |
| ROE | 6.2% | 0.78% | 0.34% | 3.2% | -0.33% | -0.58% | 2.1% | 4.5% | 3.2% | 12.3% | 0.11% | 11.8% | |
| ROIC | · | · | · | · | · | · | 2.0% | 1.8% | 0.76% | -0.07% | 1.6% | 3.2% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -0.8 | 0.6 | -0.5 | -1.5 | 1.6 | 1.3 | 0.5 | -0.0 | -0.2 | 0.7 |
Eficiencia 1
| Métrica | Tendencia | 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 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.2% | 5.9% | 9.3% | 11.7% | 7.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.1% | 8.9% | 9.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 647.4% | 137.5% | -89.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 22.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 715.8% | 159.2% | -89.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 28.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $299M | $274M | $259M | $237M | $212M | $198M | $226M | $243M | $252M | $243M | $258M | $283M | |
| Net Income TTM | $111M | $14M | $5M | $52M | $-5M | $-10M | $38M | $84M | $62M | $253M | $3M | $487M | |
| Market Cap | $2.19B | $2.33B | $1.72B | $1.60B | $1.84B | $7.91B | $11.17B | $11.29B | $11.61B | $15.93B | $18.91B | $28.97B | |
| P/E | 19.9 | 158.6 | 316.8 | 30.7 | -340.8 | -78.6 | 29.2 | · | · | · | · | · | |
| P/S | 7.3 | 8.5 | 6.6 | 6.7 | 8.7 | 40.0 | 49.3 | 46.5 | 46.1 | 65.6 | 73.4 | 102.5 | |
| P/B | 1.2 | 1.3 | 1.1 | 1.0 | 1.2 | 4.6 | 6.1 | 6.1 | 6.1 | 8.2 | 8.8 | 7.3 | |
| P / Tangible Book | 1.2 | 1.3 | 1.1 | 1.0 | 1.2 | 4.6 | · | · | · | · | · | · | |
| P / Cash Flow | 14.1 | 17.0 | 13.3 | 12.7 | 20.4 | 84.1 | 105.4 | 90.6 | 98.3 | 132.2 | 97.1 | 85.1 | |
| P / FCF | · | · | · | · | · | · | · | · | · | · | 104.3 | 105.8 | |
| Dividend Yield | 3.3% | 2.7% | 3.4% | 3.5% | 3.0% | 0.69% | 0.48% | 0.48% | 0.46% | 0.62% | 0.77% | 1.5% | |
| Earnings Yield | 5.0% | 0.63% | 0.32% | 3.2% | -0.29% | -1.3% | 3.4% | · | · | · | · | · | |
| Payout Ratio | 65.4% | 459.6% | 1091.1% | 105.9% | -1036.6% | -532.9% | 138.7% | 64.6% | 86.4% | 39.0% | 4229.5% | 90.2% | |
| Annual Payout | $73M | $63M | $57M | $55M | $56M | $54M | $53M | $54M | $53M | $99M | $147M | $439M |
Estado de resultados 12
| Métrica | Tendencia | 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $83M | $83M | $77M | $74M | $74M | $74M | $71M | $69M | $67M | $67M | $65M | $64M | $65M | $65M | $59M | $59M | |
| SG&A Expense | $9M | $9M | $9M | $8M | $9M | $9M | $8M | $8M | $9M | $8M | $8M | $8M | $8M | $8M | $10M | $7M | |
| Operating Expenses | $70M | $68M | $66M | $61M | $61M | $59M | $59M | $56M | $57M | $55M | $56M | $58M | $55M | $54M | $53M | $51M | |
| Operating Income | $-11M | $-10M | $-8M | $-7M | $84M | $-8M | $-3M | $-13M | $-9M | $-9M | $-6M | $-7M | $-8M | $-10M | $-6M | $-7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $10M | · | $10M | $9M | $10M | · | $8M | |
| Other Non-op | $29.0K | $315.0K | $398.0K | $2M | $942.0K | $607.0K | $2M | $197.0K | $455.0K | $858.0K | $4M | $676.0K | $644.0K | $447.0K | $1M | $497.0K | |
| Net Income | $1M | $5M | $3M | $6M | $96M | $7M | $10M | $-539.0K | $1M | $3M | $3M | $-822.0K | $2M | $1M | $-125.0K | $936.0K | |
| EPS (Basic) | $0.02 | $0.07 | $0.03 | $0.08 | $1.24 | $0.09 | $0.14 | $-0.01 | $0.02 | $0.04 | $0.04 | $-0.01 | $0.03 | $0.02 | $0.00 | $0.01 | |
| EPS (Diluted) | $0.02 | $0.07 | $0.02 | $0.08 | $1.23 | $0.09 | $0.14 | $-0.01 | $0.02 | $0.04 | $0.04 | $-0.01 | $0.03 | $0.02 | $0.00 | $0.01 | |
| Shares (Basic) | 77,955,027 | 77,933,973 | -155,173,381 | 77,615,993 | 77,591,538 | 77,563,971 | -133,906,593 | 68,526,238 | 67,900,275 | 67,874,528 | -135,031,183 | 67,531,335 | 67,523,105 | 67,508,641 | -134,789,104 | 67,427,571 | |
| Shares (Diluted) | 78,754,271 | 78,415,161 | -156,613,633 | 78,498,873 | 78,292,422 | 78,160,787 | -134,114,983 | 68,526,238 | 68,327,263 | 68,272,050 | -135,084,527 | 67,531,335 | 67,711,848 | 67,654,524 | -135,148,208 | 67,547,259 | |
| EBITDA | $-11M | $27M | · | $-7M | $84M | $23M | · | $-13M | $-9M | $19M | · | $-7M | $-8M | $17M | · | $-7M |
Balance general 9
| Métrica | Tendencia | 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | $3.03B | $2.89B | $2.79B | $2.73B | $2.71B | $2.61B | $2.64B | $2.62B | $2.46B | $2.48B | · | $2.53B | $2.54B | $2.53B | · | $2.54B | |
| Total Liabilities | $1.27B | $1.11B | $994M | $926M | $887M | $861M | $876M | $865M | $925M | $928M | · | $958M | $954M | $945M | · | $925M | |
| Long-term Debt | · | · | $823M | · | · | $741M | · | $740M | $812M | $828M | · | $834M | $834M | $833M | · | $808M | |
| Common Stock | $78.0K | $78.0K | $78.0K | $78.0K | $78.0K | $78.0K | $77.0K | $77.0K | $68.0K | $68.0K | · | $68.0K | $68.0K | $68.0K | · | $67.0K | |
| Paid-in Capital | $5.74B | $5.73B | $5.74B | $5.74B | $5.73B | $5.73B | $5.73B | $5.72B | $5.47B | $5.47B | · | $5.46B | $5.46B | $5.46B | · | $5.46B | |
| AOCI | $9M | $6M | $5M | $5M | $8M | $11M | $14M | $11M | $21M | $22M | · | $29M | $27M | $21M | · | $29M | |
| Stockholders' Equity | $1.77B | $1.78B | $1.79B | $1.81B | $1.82B | $1.74B | $1.76B | $1.76B | $1.54B | $1.55B | $1.55B | $1.57B | $1.58B | $1.59B | $1.60B | $1.62B | |
| Liabilities + Equity | $3.03B | $2.89B | $2.79B | $2.73B | $2.71B | $2.61B | $2.64B | $2.62B | $2.46B | $2.48B | · | $2.53B | $2.54B | $2.53B | · | $2.54B | |
| Shares Outstanding | 77,966,461 | 77,935,857 | 77,691,533 | 77,619,380 | 77,606,396 | 77,567,764 | 77,450,794 | 77,130,431 | 67,917,128 | 67,874,528 | 67,807,831 | 67,531,335 | 67,531,335 | 67,508,641 | 67,472,553 | 67,427,571 |
Flujo de Efectivo 9
| Métrica | Tendencia | 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $39M | $36M | $34M | $33M | $31M | $31M | $29M | $28M | $29M | $28M | $28M | $30M | $28M | $27M | $24M | $24M | |
| Other Non-cash | · | $-21M | · | · | · | $-17M | · | · | · | $-16M | · | · | · | $-12M | · | · | |
| Operating Cash Flow | $54M | $20M | $43M | $44M | $49M | $20M | $37M | $38M | $47M | $15M | $30M | $36M | $47M | $16M | $25M | $37M | |
| Investing Cash Flow | $-136M | $-128M | $-91M | $-240M | $192M | $-7M | $-132M | $-31M | $-54M | $-24M | $-4M | $2M | $-21M | $-56M | $-63M | $-7M | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Dividends Paid | $19M | $18M | $18M | $18M | $18M | $18M | $17M | $15M | $15M | $15M | $15M | $15M | $15M | $14M | $14M | $14M | |
| Financing Cash Flow | $123M | $102M | $12M | $-22M | $-32M | $-20M | $-16M | $158M | $-31M | $-16M | $-31M | $-15M | $-15M | $-28M | $-40M | $91M | |
| Net Change in Cash | $41M | $-6M | $-36M | $-218M | $209M | $-7M | $-112M | $166M | $-38M | $-25M | $-4M | $23M | $11M | $-68M | $-79M | $121M | |
| Taxes Paid | $705.0K | $0 | $-16.0K | $0 | $672.0K | $3.0K | $-39.0K | $0 | $566.0K | $3.0K | $-316.0K | $0 | $522.0K | $3.0K | $-53.0K | $-804.0K |
Rentabilidad 5
| Métrica | Tendencia | 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -13.6% | -11.8% | · | -9.8% | 113.5% | -10.5% | · | -18.7% | -13.6% | -13.1% | · | -11.1% | -11.8% | -14.9% | · | -11.6% | |
| Net Margin | 1.7% | 6.3% | · | 8.1% | 130.4% | 9.2% | · | -0.79% | 2.2% | 4.3% | · | -1.3% | 3.2% | 1.7% | · | 1.6% | |
| EBITDA Margin | -13.6% | 32.2% | · | -9.8% | 113.5% | 31.0% | · | -18.7% | -13.6% | 29.0% | · | -11.1% | -11.8% | 26.1% | · | -11.6% | |
| ROA | 0.05% | 0.19% | · | 0.23% | 3.7% | 0.27% | · | -0.02% | 0.06% | 0.12% | · | -0.03% | 0.08% | 0.05% | · | 0.04% | |
| ROE | 0.08% | 0.29% | · | 0.34% | 5.7% | 0.41% | · | -0.03% | 0.10% | 0.19% | · | -0.05% | 0.13% | 0.07% | · | 0.06% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | -0.9 | · | -0.7 | -0.8 | -1.0 | · | -0.9 |
Eficiencia 1
| Métrica | Tendencia | 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 | Q4 2022 | Q3 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 | · | 0.0 |
Valoración (TTM) 10
| Métrica | Tendencia | 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $313M | $304M | · | $290M | $283M | $277M | · | $267M | $263M | $261M | · | $253M | $249M | $243M | · | $233M | |
| Net Income TTM | $109M | $114M | · | $108M | $104M | $11M | · | $3M | $6M | $5M | · | $3M | $46M | $53M | · | $56M | |
| Market Cap | $2.76B | $2.37B | · | $2.22B | $2.13B | $2.28B | · | $2.19B | $1.68B | $1.75B | · | $1.61B | $1.56B | $1.58B | · | $1.44B | |
| P/E | 25.3 | 20.7 | · | 20.6 | 20.6 | 209.8 | · | 709.2 | 309.5 | 321.4 | · | 476.2 | 34.0 | 29.6 | · | 25.7 | |
| P/S | 8.8 | 7.8 | · | 7.7 | 7.5 | 8.2 | · | 8.2 | 6.4 | 6.7 | · | 6.4 | 6.3 | 6.5 | · | 6.2 | |
| P/B | 1.6 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | |
| P / Tangible Book | 1.6 | 1.3 | · | 1.2 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 0.9 | |
| P / Cash Flow | · | 117.5 | · | · | · | 112.9 | · | · | · | 117.9 | · | · | · | 98.6 | · | · | |
| Earnings Yield | 4.0% | 4.8% | · | 4.9% | 4.9% | 0.48% | · | 0.14% | 0.32% | 0.31% | · | 0.21% | 2.9% | 3.4% | · | 3.9% | |
| Payout Ratio | · | 355.9% | · | · | · | 257.8% | · | · | · | 503.2% | · | · | · | 1221.3% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $299M | $274M | $259M | $237M | $212M |
| Margen Operativo % | 20.1% | -12.2% | -11.8% | 7.2% | -3.8% |
| Beneficio neto | $111M | $14M | $5M | $52M | $-5M |
| EPS Diluido | $1.42 | $0.19 | $0.08 | $0.77 | $-0.08 |
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Propietarios institucionales (13F) 360 declarantes · $1.4B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 52 (-9 vs trimestre anterior) | 27 (0 vs trimestre anterior) | 122 (+21 vs trimestre anterior) | 87 (+4 vs trimestre anterior) | +1.8M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $279 233 713 | 7 887 958 | 20,01% | Acciones |
| STATE STREET CORP | $139 487 266 | 3 913 223 | 10,00% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $122 203 349 | 3 452 072 | 8,76% | Acciones |
| GOLDMAN SACHS GROUP INC | $86 669 855 | 2 448 301 | 6,21% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $67 232 225 | 1 898 804 | 4,82% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $52 088 113 | 1 471 416 | 3,73% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $47 026 528 | 1 328 433 | 3,37% | Acciones |
| FMR LLC | $39 232 015 | 1 108 249 | 2,81% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $37 108 156 | 1 048 253 | 2,66% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $28 649 326 | 809 303 | 2,05% | Acciones |
| BlackRock, Inc. | $28 185 515 | 796 201 | 2,02% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $23 583 456 | 655 096 | 1,69% | Acciones |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $22 486 576 | 635 214 | 1,61% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $21 860 593 | 717 682 | 1,57% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $18 682 987 | 527 768 | 1,34% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $18 303 287 | 517 042 | 1,31% | Acciones |
| CHILTON CAPITAL MANAGEMENT LLC | $15 435 890 | 433 403 | 1,11% | Acciones |
| Nuveen Asset Management, LLC | $15 298 206 | 507 740 | 1,10% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $14 118 617 | 398 831 | 1,01% | Acciones |
| Adelante Capital Management LLC | $13 400 200 | 378 545 | 0,96% | Acciones |
| Bank of New York Mellon Corp | $11 792 731 | 333 128 | 0,85% | Acciones |
| GLENMEDE TRUST CO NA | $11 537 214 | 325 910 | 0,83% | Acciones |
| Glenmede Investment Management, LP | $11 295 741 | 394 680 | 0,81% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $10 200 114 | 288 139 | 0,73% | Acciones |
| Vision Capital Corp | $10 109 638 | 285 583 | 0,72% | Acciones |
| Public Sector Pension Investment Board | $9 477 359 | 267 722 | 0,68% | Acciones |
| AMERIPRISE FINANCIAL INC | $9 241 116 | 261 047 | 0,66% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $8 355 958 | 236 044 | 0,60% | Acciones |
| Mitsubishi UFJ Trust & Banking Corp | $8 288 096 | 234 127 | 0,59% | Acciones |
| CITADEL ADVISORS LLC | $8 078 245 | 228 199 | 0,58% | Acciones |
| Jefferies Financial Group Inc. | $7 312 472 | 206 567 | 0,52% | Acciones |
| RHUMBLINE ADVISERS | $7 056 519 | 199 337 | 0,51% | Acciones |
| LPL Financial LLC | $5 860 788 | 165 559 | 0,42% | Acciones |
| Swiss National Bank | $5 518 860 | 155 900 | 0,40% | Acciones |
| FIRST TRUST ADVISORS LP | $5 448 272 | 153 906 | 0,39% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $5 263 946 | 148 699 | 0,38% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $5 027 022 | 178 200 | 0,36% | Acciones |
| GSI Capital Advisors LLC | $4 400 220 | 124 300 | 0,32% | Acciones |
| Asset Management One Co., Ltd. | $4 326 417 | 142 036 | 0,31% | Acciones |
| Legal & General Group Plc | $4 233 096 | 119 579 | 0,30% | Acciones |
| Quantinno Capital Management LP | $3 809 188 | 107 604 | 0,27% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 610 092 | 101 980 | 0,26% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3 208 975 | 90 649 | 0,23% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $2 978 841 | 84 148 | 0,21% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $2 944 537 | 83 179 | 0,21% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $2 902 375 | 81 988 | 0,21% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $2 892 003 | 81 695 | 0,21% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 879 414 | 94 531 | 0,21% | Acciones |
| BARCLAYS PLC | $2 878 232 | 81 306 | 0,21% | Acciones |
| PRUDENTIAL FINANCIAL INC | $2 770 050 | 78 250 | 0,20% | Acciones |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $2 699 674 | 76 262 | 0,19% | Acciones |
| Greenland Capital Management LP | $2 655 000 | 75 000 | 0,19% | Acciones |
| Vanguard Investments Australia, Ltd. | $2 566 925 | 72 512 | 0,18% | Acciones |
| Cetera Investment Advisers | $2 476 932 | 69 970 | 0,18% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2 392 013 | 67 571 | 0,17% | Acciones |
| Corient Private Wealth LP | $2 356 700 | 66 572 | 0,17% | Acciones |
| FJ Capital Management LLC | $2 355 587 | 66 542 | 0,17% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2 300 858 | 64 996 | 0,16% | Acciones |
| STRS OHIO | $2 226 660 | 62 900 | 0,16% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 153 126 | 70 687 | 0,15% | Acciones |
| OSAIC HOLDINGS, INC. | $2 152 468 | 60 788 | 0,15% | Acciones |
| Quantbot Technologies LP | $2 133 558 | 60 270 | 0,15% | Acciones |
| State of New Jersey Common Pension Fund D | $2 072 139 | 58 535 | 0,15% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2 015 747 | 56 942 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 944 239 | 54 922 | 0,14% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1 924 000 | 54 355 | 0,14% | Acciones |
| XTX Topco Ltd | $1 790 532 | 50 580 | 0,13% | Acciones |
| MACQUARIE GROUP LTD | $1 773 894 | 50 110 | 0,13% | Acciones |
| MetLife Investment Management, LLC | $1 720 086 | 48 590 | 0,12% | Acciones |
| Amundi | $1 626 772 | 45 954 | 0,12% | Acciones |
| Qube Research & Technologies Ltd | $1 422 266 | 40 177 | 0,10% | Acciones |
| B&I Capital AG | $1 408 920 | 39 800 | 0,10% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 356 493 | 38 319 | 0,10% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 336 527 | 37 755 | 0,10% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 293 374 | 36 536 | 0,09% | Acciones |
| Moran Wealth Management, LLC | $1 281 303 | 36 195 | 0,09% | Acciones |
| MORGAN STANLEY | $1 277 665 | 36 092 | 0,09% | Acciones |
| Cresset Asset Management, LLC | $1 260 441 | 35 356 | 0,09% | Acciones |
| Resona Asset Management Co.,Ltd. | $1 241 853 | 34 319 | 0,09% | Acciones |
| Prime Capital Investment Advisors, LLC | $1 237 513 | 34 958 | 0,09% | Acciones |
| Aberdeen Group plc | $1 216 415 | 34 362 | 0,09% | Acciones |
| Louisiana State Employees Retirement System | $1 210 680 | 34 200 | 0,09% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 158 526 | 32 764 | 0,08% | Acciones |
| Sterling Capital Management LLC | $1 142 995 | 32 288 | 0,08% | Acciones |
| Invesco Ltd. | $1 119 631 | 31 628 | 0,08% | Acciones |
| Verition Fund Management LLC | $1 082 143 | 30 569 | 0,08% | Acciones |
| Daiwa Securities Group Inc. | $1 060 407 | 29 955 | 0,08% | Acciones |
| SummitTX Capital, L.P. | $1 057 009 | 29 859 | 0,08% | Acciones |
| Vanguard Global Advisers, LLC | $1 039 627 | 29 368 | 0,07% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1 038 317 | 29 331 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 031 572 | 33 872 | 0,07% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $986 740 | 27 874 | 0,07% | Acciones |
| Erste Asset Management GmbH | $986 000 | 27 200 | 0,07% | Acciones |
| Nuveen, LLC | $966 243 | 27 295 | 0,07% | Acciones |
| HSBC HOLDINGS PLC | $957 132 | 27 030 | 0,07% | Acciones |
| Kestra Advisory Services, LLC | $954 730 | 26 781 | 0,07% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $938 100 | 26 500 | 0,07% | Acciones |
| Koshinski Asset Management, Inc. | $885 617 | 25 017 | 0,06% | Acciones |
| VANGUARD GROUP INC | $842 210 | 29 855 | 0,06% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $828 395 | 23 401 | 0,06% | Acciones |
Informantes de la empresa 33 insiders · 6 directivos · 1 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jack Potts | Executive Vice President, Chief Financial Officer and Treasurer Exhibit List: Exhibit 24 - Power of Attorney | 19 de junio de 2015 A | 150 000 | 0 | 0 | $0 |
| Daniel Busch | President & C.E.O. | 24 de julio de 2026 D | 239 632 | 0 | 0 | $0 |
| Christy Lynn David | EVP, COO, GC & Sec. | 24 de julio de 2026 D | 134 355 | 0 | 0 | $0 |
| Lauren Suva | EVP, Chief Administrative Off. | 24 de julio de 2026 D | 29 063 | 0 | 0 | $0 |
| David Bryson | SVP, Chief Accounting Officer | 24 de julio de 2026 D | 19 134 | 0 | 0 | $0 |
| Michael Douglas Phillips | E.V.P., C.F.O. & Treasurer | 24 de julio de 2026 D | 93 692 | 0 | 0 | $0 |
| InvenTrust Properties Corp. | Propietario del 10% | 14 de abril de 2016 J | 0 | 0 | 0 | $0 |
| Smita Shah | — | 5 de mayo de 2026 A | 16 444 | 0 | 0 | $0 |
| Amanda Elizabeth Black | — | 5 de mayo de 2026 A | 26 918 | 0 | 0 | $0 |
| Scott A. Nelson | — | 5 de mayo de 2026 A | 32 550 | 0 | 0 | $0 |
| Stuart Aitken | — | 5 de mayo de 2026 A | 28 885 | 0 | 0 | $0 |
| Julie Swinehart | — | 5 de mayo de 2026 A | 4 372 | 0 | 0 | $0 |
| Paula Saban | — | 5 de mayo de 2026 A | 35 149 | 0 | 0 | $0 |
| Julian E Whitehurst | — | 5 de mayo de 2026 A | 34 552 | 0 | 0 | $0 |
| Thomas F Glavin | — | 6 de mayo de 2025 M | 32 190 | 0 | 0 | $0 |
| STEIN MICHAEL A | — | 6 de mayo de 2025 M | 27 719 | 0 | 0 | $0 |
| Thomas P Mcguinness | — | 5 de mayo de 2022 M | 200 176 | 0 | 0 | $0 |
| Ivy Zoe Greaner | — | 7 de mayo de 2020 A | 81 410 | 0 | 0 | $0 |
| Adam M Jaworski | — | 31 de diciembre de 2019 M | 101 546 | 0 | 0 | $0 |
| Michael E. Podboy | — | 10 de mayo de 2018 A | 539 142 | 0 | 0 | $0 |
| David F Collins | — | 29 de diciembre de 2017 F | 301 560 | 0 | 0 | $0 |
| Michael J Borden | — | 9 de noviembre de 2017 F | 152 622 | 0 | 0 | $0 |
| William J Wierzbicki | — | 30 de diciembre de 2016 M | 37 931 | 0 | 0 | $0 |
| Anna N Fitzgerald | — | 6 de mayo de 2016 A | 164 992 | 0 | 0 | $0 |
| Scott W Wilton | — | 6 de mayo de 2016 A | 279 410 | 0 | 0 | $0 |
| Thomas F Meagher | — | 26 de febrero de 2014 A | 8 689 | 0 | 0 | $0 |
| David Mahon | — | 24 de agosto de 2010 A | 17 500 | 0 | 0 | $0 |
| Lori J Foust | — | 5 de septiembre de 2007 P | 3 500 | 0 | 0 | $0 |
| Brenda G Gujral | — | 21 de junio de 2007 P | 4 102 | 0 | 0 | $0 |
| Robert D Parks | — | 20 de marzo de 2007 P | 431 600 | 0 | 0 | $0 |
| Roberta S Matlin | — | 16 de marzo de 2007 P | 2 693 | 0 | 0 | $0 |
| Barry L Lazarus | — | 18 de noviembre de 2005 J | 0 | 0 | 0 | $0 |
| Kelly E Tucek | — | 12 de octubre de 2005 J | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 8 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| InvenTrust Properties Corp. 2) | 19 de octubre de 2017 | — | Presentación inicial | — | SEC |
| Inland American Real Estate Trust, Inc. 2), Inland Investment Advisors, Inc. 2), Inland Real Estate Investment Corporation 2), The Inland Group, Inc. 2), Daniel L. Goodwin 2), Eagle I Financial Corp. 2), The Illinois Real Estate Transactions Group, Inc. 2), Inland Real Estate Corporation 2) ×13 presentaciones | 26 de abril de 2013 | — | Presentación inicial | — | SEC |
| 10 de junio de 2009 | — | Presentación inicial | — | SEC | |
| Inland American Real Estate Trust, Inc., Inland Investment Advisors, Inc., Inland Real Estate Investment Corporation, Inland Real Estate Corporation, The Inland Group, Inc., Inland Western Retail Real Estate Trust, Inc., Eagle Financial Corp., The Inland Real Estate Transactions Group, Inc., Minto Builders (Florida), Inc., Daniel L. Goodwin, Lori J. Foust ×3 presentaciones | 30 de octubre de 2008 | — | Presentación inicial | — | SEC |
| Inland American Real Estate Trust, Inc. (I.R.S. Employer Identification No., Inland Investment Advisors, Inc., Inland Real Estate Investment Corporation (I.R.S. Employer Identification No., Inland Real Estate Corporation (I.R.S. Employer Identification No., The Inland Group, Inc. (I.R.S. Employer Identification No., Inland Western Retail Real Estate Trust, Inc. (I.R.S. Employer Identification No., Eagle Financial Corp. (I.R.S. Employer Identification No., The Inland Real Estate Transactions Group, Inc. (I.R.S. Employer Identification No., Daniel L. Goodwin, Robert D. Parks, Robert H. Baum ×13 presentaciones | 24 de junio de 2008 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 23 de mayo de 2008 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 10 de marzo de 2008 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 20 de agosto de 2007 | — | Presentación inicial | Inversión pasiva | 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.
Propiedad de ETFs Mantenido por 64 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| REIT · ALPS ETF Trust | 2,71% | 42 884 NS | 31 de mayo de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 1,14% | 55 997 NS | 30 de abril de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,56% | 4 573 | 19 de agosto de 2026 | Diario |
| PPTY · ETF Series Solutions | 0,53% | 3 905 NS | 31 de mayo de 2026 | N-PORT |
| IQRA · New York Life Investments Active ET… | 0,50% | 1 079 NS | 30 de abril de 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 0,32% | 1 478 NS | 30 de abril de 2026 | N-PORT |
| GQRE · FlexShares Trust | 0,31% | 36 890 NS | 30 de abril de 2026 | N-PORT |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 101 191 NS | 31 de mayo de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,24% | 76 675 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,22% | 122 377 SH | 19 de agosto de 2026 | Diario |
| USRT · iShares Trust | 0,20% | 272 530 SH | 19 de agosto de 2026 | Diario |
| DFAR · Dimensional ETF Trust | 0,19% | 101 263 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 35 111 NS | 30 de abril de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 0,18% | 550 193 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,18% | 69 115 SH | 19 de agosto de 2026 | Diario |
| FREL · FIDELITY COVINGTON TRUST | 0,17% | 76 931 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,16% | 683 045 SH | 19 de agosto de 2026 | Diario |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,15% | 2 956 930 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,15% | 272 494 SH | 19 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,15% | 526 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,14% | 12 018 | 19 de agosto de 2026 | Diario |
| REET · iShares Trust | 0,14% | 206 700 SH | 19 de agosto de 2026 | Diario |
| AVRE · AMERICAN CENTURY ETF TRUST | 0,14% | 33 234 NS | 31 de mayo de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,13% | 15 744 SH | 19 de agosto de 2026 | Diario |
| DFGR · Dimensional ETF Trust | 0,13% | 138 581 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 28 529 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,12% | 45 459 NS | 30 de abril de 2026 | N-PORT |
| ERET · iShares Trust | 0,12% | 481 SH | 19 de agosto de 2026 | Diario |
| PSC · Principal Exchange-Traded Funds | 0,11% | 75 092 NS | 30 de junio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 456 268 SH | 19 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,08% | 24 119 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 68 649 | 19 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,08% | 1 912 961 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,08% | 33 814 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 3 674 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,06% | 150 523 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 372 717 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,05% | 7 148 NS | 30 de abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,04% | 512 601 SH | 19 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,04% | 2 873 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 3 267 SH | 19 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,03% | 10 318 SH | 19 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 10 030 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 893 162 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 786 788 SH | 19 de agosto de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,03% | 566 517 SH | 19 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,03% | 2 906 NS | 31 de mayo de 2026 | N-PORT |
| ISCV · iShares Trust | 0,03% | 5 260 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,02% | 4 869 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,02% | 11 288 | 19 de agosto de 2026 | Diario |