REG Regency Centers Corporation - Common Stock
$76,51
Precio · Ago 18, 2026
Fundamentales a fecha de Feb 13, 2026
Rango 52S
$67–$84
57% of range
Calificación del Analista
HOLD
24 analysts
Precio Objetivo
$87
+13% upside
P/E (TTM)
52.4
ROE
7.7%
Margen de Beneficio Neto
34.0%
Acerca de Regency Centers Corporation - Common Stock Descripción general de la empresa de Wikipedia
Regency Centers Corporation is a real estate investment trust based in Jacksonville, Florida, and is one of the largest operators of shopping centers with grocery stores as anchor tenants. As of October 21, 2020, the company owned 415 properties comprising 56-million-square feet of space. Notable properties owned by the company include Serramonte Center and a 30% interest in Village District.
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Regency Centers Corporation is a real estate investment trust based in Jacksonville, Florida, and is one of the largest operators of shopping centers with grocery stores as anchor tenants. As of October 21, 2020, the company owned 415 properties comprising 56-million-square feet of space. Notable properties owned by the company include Serramonte Center and a 30% interest in Village District.
## History
In 1963, the company was founded as Regency Square Properties by Martin and Joan Stein. Four years later, the company built Jacksonville's first regional mall, Regency Square.
In 1993, the company became a public company, raising $108 million in an initial public offering.
In 1997, the company acquired Branch Properties, a Publix developer and leading owner of shopping centers in Atlanta, Georgia.
In 2004, the company acquired a $400-million property portfolio from Branch Properties.
On December 27, 2004, the company and California State Teachers’ Retirement System (CalSTRS) formed a new co-investment partnership to acquire over $200 million in neighborhood and community shopping centers.
In 2005, the company, in partnership with Macquarie CountryWide Trust, acquired 101 centers from First Washington Realty, Inc. and California Public Employees' Retirement System for $2.74 billion. First Washington Realty Inc. and the California Public Employees’ Retirement System bought back a 60% interest in most of the portfolio in 2009.
In August 2013, the company sold a portfolio of seven grocery-oriented shopping centers to a joint venture between Blackstone Group and DDR Corp. (now SITE Centers) for $332 million.
In 2017, the company acquired Equity One.
Longtime CEO Hap Stein stepped down from his role as Chairman & CEO in 2019. He was succeeded by Lisa Palmer.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
REG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$76.51
Capitalización Bursátil
$13.99B
P/E (TTM)
52.4
BPA (TTM)
—
Ingresos (TTM)
$1.55B
Rendimiento div.
3.7%
ROE
7.7%
Deuda/Capital
—
Rango 52S
$67 – $84
REG 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
$1.55B
2017-12-31
→
2025-12-31
BPA
—
Flujo de caja libre
—
Márgenes
34.0%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
REG
Mediana de Pares
P/E (TTM)
52.4
26.9
P/S (TTM) (P/V (TTM))
9.0
8.7
P/B (P/C)
2.0
1.9
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
REG
Mediana de Pares
Operating Margin (Margen Operativo)
72.3%
—
Net Profit Margin (Margen de Beneficio Neto)
34.0%
30.4%
ROA
4.2%
3.6%
ROE
7.7%
7.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
REG
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
REG
Mediana de Pares
Revenue YoY (Ingresos interanuales)
6.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
8.3%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
8.9%
—
Net Income YoY (Beneficio Neto interanual)
31.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
REG
Mediana de Pares
Payout Ratio (Ratio de Pago)
97.0%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
3.7%
Ratio de Pago
97.0%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 12 de junio de 2026 | $0,7550 |
| 11 de marzo de 2026 | $0,7550 |
| 15 de diciembre de 2025 | $0,7550 |
| 11 de septiembre de 2025 | $0,7050 |
| 11 de junio de 2025 | $0,7050 |
| 12 de marzo de 2025 | $0,7050 |
| 16 de diciembre de 2024 | $0,7050 |
| 12 de septiembre de 2024 | $0,6700 |
| 12 de junio de 2024 | $0,6700 |
| 12 de marzo de 2024 | $0,6700 |
| 13 de diciembre de 2023 | $0,6700 |
| 13 de septiembre de 2023 | $0,6500 |
| 13 de junio de 2023 | $0,6500 |
| 14 de marzo de 2023 | $0,6500 |
| 15 de diciembre de 2022 | $0,6500 |
| 14 de septiembre de 2022 | $0,6250 |
| 14 de junio de 2022 | $0,6250 |
| 14 de marzo de 2022 | $0,6250 |
| 15 de diciembre de 2021 | $0,6250 |
| 14 de septiembre de 2021 | $0,5950 |
REG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
24 analistas
- Compra fuerte 5 20,8%
- Compra 8 33,3%
- Mantener 11 45,8%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
18 analistas · 2026-08-16
Mediana
$85.00
Media
$86.61
← Por Debajo de Todos los Objetivos
$76.51
Mín
$82.00
Máx
$102.00
Objetivo mediano
$85.00
+11,1%
Objetivo medio
$86.61
+13,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.61 | $0.60 | 0.01% |
| 31 de marzo de 2026 | $0.68 | $0.63 | 0.05% |
| 31 de diciembre de 2025 | $0.68 | $0.59 | 0.09% |
| 30 de septiembre de 2025 | $0.58 | $0.57 | 0.01% |
| 30 de junio de 2025 | $0.57 | $0.55 | 0.02% |
| 31 de marzo de 2025 | $0.58 | $0.56 | 0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| REG | $12.63B | 47.3 | 6.9% | 34.0% | 7.7% | — |
| SPG | — | 13.1 | 6.7% | 84.3% | 131.6% | — |
| O | $52.65B | 48.2 | 9.1% | 18.4% | 2.7% | — |
| KIM | $13.66B | 9.0 | 5.1% | 27.3% | 5.6% | — |
| FRT | $8.70B | 21.5 | 6.4% | 32.1% | 12.8% | — |
| ADC | $8.65B | 40.7 | 16.4% | 28.4% | 3.5% | — |
| BRX | $8.03B | 21.0 | 6.7% | 28.2% | 12.9% | — |
| NNN | $7.53B | 19.1 | 6.6% | 42.1% | 8.9% | — |
| MAC | $4.74B | -23.7 | 10.4% | -19.4% | -7.6% | — |
| PECO | $4.47B | 40.0 | 9.9% | 15.3% | 4.8% | — |
| KRG | $5.01B | 17.5 | 0.82% | 35.4% | 9.3% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.55B | $1.45B | $1.32B | $1.22B | $1.17B | $1.02B | $1.13B | $1.12B | $984M | |
| SG&A Expense | $99M | $101M | $98M | $80M | $78M | $75M | $75M | $65M | $68M | |
| Operating Expenses | $970M | $940M | $854M | $752M | $714M | $747M | $763M | $741M | $745M | |
| Operating Income | $1.12B | $1.05B | $951M | $897M | · | · | · | · | · | |
| Interest Expense | · | · | $154M | $146M | $145M | $157M | $151M | $148M | $133M | |
| Other Non-op | $-176M | $-154M | $-148M | $-44M | $-133M | $-256M | $-188M | $-171M | $-114M | |
| Pretax Income | $407M | $360M | $320M | $428M | $319M | $13M | $182M | $209M | $126M | |
| Income Tax | · | $5M | $895.0K | $-39.0K | $1M | $1M | $1M | $522.0K | $-10M | |
| Net Income | $527M | $400M | $365M | $483M | $361M | $45M | $239M | $249M | $176M | |
| Shares (Basic) | · | · | · | · | · | 169,231,000 | 167,526,000 | 169,724,000 | 159,536,000 | |
| Shares (Diluted) | · | · | · | · | · | 169,460,000 | 167,771,000 | 170,100,000 | 159,960,000 | |
| EBITDA | $1.53B | $1.44B | $352M | $320M | $303M | $346M | $374M | · | · |
Balance general 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $13M | $8M | $7M | $6M | $5M | $7M | $7M | $6M | $6M | |
| Goodwill | $167M | $167M | $167M | $167M | $167M | $174M | $307M | $314M | $332M | |
| Intangibles | $254M | $230M | $283M | $198M | $213M | $189M | $243M | $387M | $479M | |
| Total Assets | $13.00B | $12.39B | $12.43B | $10.86B | $10.79B | $10.94B | $11.13B | $10.94B | · | |
| Total Liabilities | $5.82B | $5.49B | $5.23B | $4.68B | $4.68B | $4.88B | $4.84B | $4.49B | · | |
| Long-term Debt | $4.74B | $4.41B | $4.15B | $3.73B | $3.72B | $3.92B | $3.92B | $3.72B | $3.59B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | |
| Paid-in Capital | $8.70B | $8.50B | $8.70B | $7.88B | $7.88B | $7.79B | $7.65B | $7.67B | · | |
| Treasury Stock | $31M | $28M | $25M | $24M | $23M | $24M | $23M | $20M | · | |
| AOCI | $-4M | $2M | $-1M | $8M | $-10M | $-19M | $-12M | $-927.0K | · | |
| Stockholders' Equity | $6.91B | $6.72B | $7.03B | $6.10B | $6.04B | $5.98B | $6.21B | $6.40B | $6.73B | |
| Liabilities + Equity | $13.00B | $12.39B | $12.43B | $10.86B | $10.79B | $10.94B | $11.13B | $10.94B | · | |
| Shares Outstanding | 182,902,234 | 181,361,454 | 184,581,070 | · | · | · | · | · | · |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $405M | $395M | $352M | $320M | $303M | $346M | $374M | $360M | $334M | |
| Stock-based Comp | $19M | $24M | $20M | $17M | $13M | $14M | $14M | $14M | $21M | |
| Deferred Tax | · | $-3M | $99.0K | $293.0K | $421.0K | $-891.0K | $-331.0K | $-5M | $-11M | |
| Amort. of Intangibles | $52M | $58M | $51M | $40M | $39M | $56M | $69M | $89M | $100M | |
| Other Non-cash | $-124M | $-25M | $-17M | $-164M | $-18M | $96M | $-6M | · | · | |
| Operating Cash Flow | $828M | $790M | $720M | $656M | $659M | $499M | $621M | $610M | $470M | |
| Investing Cash Flow | $-421M | $-327M | $-342M | $-206M | $-286M | $-26M | $-283M | $-106M | $-1.01B | |
| Stock Issued | $98M | · | $-33.0K | $61M | $83M | $126M | $0 | $0 | $88M | |
| Stock Repurchased | · | $200M | $20M | $75M | · | $0 | $33M | $214M | $0 | |
| Net Stock Activity | $98M | $-200M | $-20M | $-14M | $83M | $126M | $-33M | · | · | |
| Dividends Paid | $512M | $490M | $453M | $428M | $403M | $301M | $391M | $376M | $323M | |
| Financing Cash Flow | $-348M | $-493M | $-355M | $-476M | $-656M | $-211M | $-268M | $-508M | $569M | |
| Net Change in Cash | $59M | $-29M | $23M | $-26M | $-283M | $263M | $70M | $-4M | $32M | |
| Taxes Paid | · | $8M | $933.0K | $570.0K | $378.0K | $2M | $1M | $5M | $-269.0K |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 72.3% | 72.0% | · | · | · | · | · | · | · | |
| Net Margin | 34.0% | 27.5% | 27.6% | 39.5% | 31.0% | 4.4% | 21.1% | · | · | |
| Pretax Margin | 26.2% | 24.7% | 24.2% | 35.0% | 27.4% | 1.3% | 16.1% | · | · | |
| EBITDA Margin | 98.4% | 99.2% | 26.6% | 26.1% | 26.0% | 34.0% | 33.0% | · | · | |
| ROA | 4.2% | 3.2% | 3.1% | 4.5% | 3.3% | 0.41% | 2.2% | · | · | |
| ROE | 7.7% | 5.8% | 5.5% | 8.0% | 6.0% | 0.74% | 3.8% | · | · | |
| ROIC | · | 15.4% | · | · | · | · | · | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.9% | 9.9% | 8.0% | 5.0% | 14.8% | · | · | · | · | |
| Revenue CAGR 3Y | 8.3% | 7.6% | 9.2% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.9% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 31.7% | 9.8% | -24.5% | 33.6% | 705.1% | · | · | · | · | |
| Net Income CAGR 3Y | 3.0% | 3.5% | 101.0% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 63.7% | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.55B | $1.45B | $1.32B | $1.22B | $1.17B | $1.02B | $1.13B | $1.12B | $984M | |
| Net Income TTM | $527M | $400M | $365M | $483M | $361M | $45M | $239M | $249M | $176M | |
| Market Cap | $12.63B | $13.41B | · | · | · | · | · | · | · | |
| P/E | 47.3 | 50.6 | 45.9 | 42.8 | 51.6 | 31.2 | 43.2 | 40.2 | 79.5 | |
| P/S | 8.1 | 9.2 | · | · | · | · | · | · | · | |
| P/B | 1.8 | 2.0 | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.9 | 2.1 | · | · | · | · | · | · | · | |
| P / Cash Flow | 15.3 | 17.0 | · | · | · | · | · | · | · | |
| Dividend Yield | 4.0% | 3.7% | · | · | · | · | · | · | · | |
| Earnings Yield | 2.1% | 2.0% | 2.2% | 2.3% | 1.9% | 3.2% | 2.3% | 2.5% | 1.3% | |
| Payout Ratio | 97.0% | 122.5% | 124.3% | 88.7% | 111.5% | 669.5% | 163.1% | · | · | |
| Annual Payout | $512M | $490M | $453M | $428M | $403M | $301M | $391M | $376M | $323M |
Estado de resultados 9
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $404M | $388M | $381M | $381M | $373M | $360M | $357M | $364M | $360M | $331M | $314M | $318M | $315M | $304M | $302M | $303M | |
| SG&A Expense | $25M | $27M | $25M | $22M | $26M | $25M | $24M | $26M | $27M | $21M | $25M | $25M | $23M | $20M | $18M | $19M | |
| Operating Expenses | $256M | $244M | $235M | $235M | $237M | $236M | $233M | $234M | $243M | $211M | $203M | $197M | $199M | $189M | $182M | $182M | |
| Operating Income | $287M | $282M | $281M | $274M | $265M | $261M | $258M | $263M | · | · | · | · | · | · | · | · | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $39M | $37M | $36M | · | $36M | $37M | $37M | |
| Other Non-op | $-30M | $-46M | $-51M | $-49M | $-59M | $-34M | $-31M | $-29M | $-39M | $-40M | $-35M | $-34M | $-32M | $-37M | $-38M | $63M | |
| Pretax Income | $118M | $97M | $95M | $97M | $76M | $90M | $93M | $101M | $78M | $80M | $76M | $87M | $84M | $78M | $82M | $184M | |
| Net Income | $202M | $109M | $106M | $110M | $86M | $101M | $103M | $110M | $90M | $91M | $87M | $97M | $95M | $88M | $105M | $195M | |
| EBITDA | · | $282M | $281M | $370M | · | · | · | $98M | · | · | · | $83M | · | · | · | $78M |
Balance general 13
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $13M | $10M | $9M | $8M | $8M | $8M | $7M | $6M | · | $5M | $5M | $5M | · | $6M | $6M | $5M | |
| Goodwill | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | |
| Intangibles | $254M | $255M | $219M | $232M | $230M | $243M | $257M | $267M | · | $295M | $179M | $189M | · | $204M | $214M | $205M | |
| Total Assets | $13.00B | $13.06B | $12.73B | $12.56B | $12.39B | $12.43B | $12.38B | $12.65B | · | $12.38B | $10.83B | $10.81B | · | $10.90B | $10.90B | $10.84B | |
| Total Liabilities | $5.82B | $6.00B | $5.87B | $5.68B | $5.49B | $5.48B | $5.42B | $5.47B | · | $5.15B | $4.68B | $4.67B | · | $4.70B | $4.70B | $4.63B | |
| Long-term Debt | $4.74B | $4.92B | $4.80B | $4.64B | $4.41B | $4.40B | $4.37B | $4.42B | · | $4.07B | $3.71B | $3.74B | · | $3.73B | $3.74B | $3.72B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | $2M | $2M | |
| Paid-in Capital | $8.70B | $8.65B | $8.51B | $8.51B | $8.50B | $8.51B | $8.50B | $8.70B | · | $8.68B | $7.86B | $7.86B | · | $7.88B | $7.87B | $7.88B | |
| Treasury Stock | $31M | $31M | $30M | $29M | $28M | $28M | $27M | $26M | · | $25M | $25M | $26M | · | $24M | $24M | $24M | |
| AOCI | $-4M | $-4M | $-4M | $-2M | $2M | $-5M | $5M | $4M | · | $9M | $7M | $4M | · | $8M | $2M | $-2M | |
| Stockholders' Equity | $6.91B | $6.80B | $6.68B | $6.70B | $6.72B | $6.77B | $6.80B | $7.02B | · | $7.06B | $6.04B | $6.06B | · | $6.12B | $6.13B | $6.13B | |
| Liabilities + Equity | $13.00B | $13.06B | $12.73B | $12.56B | $12.39B | $12.43B | $12.38B | $12.65B | · | $12.38B | $10.83B | $10.81B | · | $10.90B | $10.90B | $10.84B | |
| Shares Outstanding | 182,902,234 | 182,232,143 | 181,550,531 | 181,525,936 | 181,361,454 | 181,502,569 | 181,493,494 | 184,774,486 | · | · | · | · | · | · | · | · |
Flujo de Efectivo 12
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $106M | $103M | $100M | $97M | $95M | $101M | $101M | $98M | $99M | $88M | $83M | $83M | $82M | $80M | $79M | $78M | |
| Stock-based Comp | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | |
| Other Non-cash | · | · | · | $-50M | · | · | · | $-46M | · | · | · | $-23M | · | · | · | $-134M | |
| Operating Cash Flow | $204M | $219M | $244M | $161M | $191M | $228M | $203M | $168M | $172M | $213M | $173M | $162M | $128M | $200M | $185M | $143M | |
| Investing Cash Flow | $-16M | $-32M | $-193M | $-180M | $-118M | $-95M | $28M | $-142M | $-110M | $-140M | $-52M | $-39M | $-94M | $-47M | $-124M | $58M | |
| Stock Issued | $49M | · | · | · | · | · | · | · | $-37.0K | $14.0K | · | · | $0 | $0 | · | · | |
| Stock Repurchased | · | · | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $20M | $0 | $4M | · | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | $-20M | · | · | · | · | |
| Dividends Paid | $128M | $128M | $128M | $128M | $121M | $122M | $124M | $124M | $120M | $110M | $111M | $111M | $107M | $108M | $107M | $107M | |
| Financing Cash Flow | $-272M | $-136M | $25M | $36M | $-127M | $-98M | $-382M | $113M | $-51M | $-35M | $-145M | $-124M | $-120M | $-120M | $-119M | $-118M | |
| Net Change in Cash | $-85M | $51M | $76M | $17M | $-53M | $35M | $-150M | $139M | $10M | $38M | $-25M | $-633.0K | $-86M | $34M | $-58M | $84M | |
| Taxes Paid | · | $738.0K | · | · | · | $709.0K | $335.0K | $6M | · | $155.0K | $461.0K | $112.0K | $82.0K | $118.0K | $205.0K | $165.0K |
Rentabilidad 6
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 72.7% | 73.8% | 71.8% | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | · | 28.2% | 27.8% | 28.8% | · | 28.2% | 28.7% | 30.2% | · | 27.4% | 27.6% | 30.6% | · | 28.8% | 34.7% | 64.3% | |
| Pretax Margin | · | 25.1% | 24.8% | 25.6% | · | 25.0% | 25.9% | 27.7% | · | 24.1% | 24.3% | 27.2% | · | 25.5% | 27.2% | 60.6% | |
| EBITDA Margin | · | 72.7% | 73.8% | 97.2% | · | · | · | 26.8% | · | · | · | 26.0% | · | · | · | 25.7% | |
| ROA | · | 0.86% | 0.84% | 0.87% | · | · | 0.88% | 0.94% | · | 0.78% | 0.80% | 0.90% | · | 0.81% | 0.97% | 1.8% | |
| ROE | · | 1.6% | 1.6% | 1.6% | · | · | 1.6% | 1.7% | · | 1.4% | 1.4% | 1.6% | · | 1.4% | 1.7% | 3.2% |
Eficiencia 1
| Métrica | Tendencia | 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 | Q2 2022 | Q1 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 |
Valoración (TTM) 10
| Métrica | Tendencia | 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 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.51B | $1.48B | $1.46B | · | $1.41B | $1.37B | $1.33B | · | $1.27B | $1.24B | $1.23B | · | $1.22B | $1.20B | $1.17B | |
| Net Income TTM | · | $426M | $420M | $423M | · | $405M | $390M | $385M | · | $362M | $376M | $485M | · | $505M | $513M | $489M | |
| Market Cap | · | $13.28B | $12.93B | $13.39B | · | · | $11.29B | $11.19B | · | · | · | · | · | · | · | · | |
| P/E | · | 49.9 | 48.8 | 50.5 | · | 49.5 | 42.6 | 41.5 | · | 40.7 | 42.3 | 41.9 | · | 36.9 | 40.6 | 48.9 | |
| P/S | · | 8.8 | 8.7 | 9.2 | · | · | 8.3 | 8.4 | · | · | · | · | · | · | · | · | |
| P/B | · | 2.0 | 1.9 | 2.0 | · | · | 1.7 | 1.6 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | · | 2.1 | 2.1 | 2.1 | · | · | 1.8 | 1.7 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | 83.1 | · | · | · | 66.7 | · | · | · | · | · | · | · | · | |
| Earnings Yield | · | 2.0% | 2.1% | 2.0% | · | 2.0% | 2.4% | 2.4% | · | 2.5% | 2.4% | 2.4% | · | 2.7% | 2.5% | 2.1% | |
| Payout Ratio | · | · | · | 116.5% | · | · | · | 112.5% | · | · | · | 114.2% | · | · | · | 54.8% |
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 | $1.55B | $1.45B | $1.32B | $1.22B | $1.17B |
| Margen Operativo % | 72.3% | 72.0% | — | — | — |
| Beneficio neto | $527M | $400M | $365M | $483M | $361M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 634 declarantes · $9.0B 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 |
|---|---|---|---|---|
| 75 (-19 vs trimestre anterior) | 38 (-7 vs trimestre anterior) | 252 (+55 vs trimestre anterior) | 162 (-34 vs trimestre anterior) | +61.8M |
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 |
|---|---|---|---|---|
| NORGES BANK | $1 367 266 774 | 17 146 561 | 15,19% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 188 153 750 | 14 900 348 | 13,20% | Acciones |
| STATE STREET CORP | $979 258 153 | 12 168 256 | 10,88% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $904 816 558 | 11 347 085 | 10,05% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $616 370 024 | 7 729 747 | 6,85% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $361 509 382 | 4 551 150 | 4,02% | Acciones |
| APG Asset Management US Inc. | $205 885 145 | 2 593 992 | 2,29% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $198 288 023 | 2 486 682 | 2,20% | Acciones |
| Qube Research & Technologies Ltd | $149 102 716 | 1 869 861 | 1,66% | Acciones |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $130 519 548 | 1 636 814 | 1,45% | Acciones |
| FMR LLC | $122 922 558 | 1 541 542 | 1,37% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $99 778 582 | 1 251 299 | 1,11% | Acciones |
| Robeco Institutional Asset Management B.V. | $79 494 325 | 996 919 | 0,88% | Acciones |
| Quantinno Capital Management LP | $77 951 154 | 977 566 | 0,87% | Acciones |
| MORGAN STANLEY | $76 938 050 | 964 861 | 0,85% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $75 048 976 | 941 171 | 0,83% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $70 433 943 | 883 295 | 0,78% | Acciones |
| BlackRock, Inc. | $63 338 838 | 794 317 | 0,70% | Acciones |
| GOLDMAN SACHS GROUP INC | $61 690 532 | 773 646 | 0,69% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $60 214 898 | 755 139 | 0,67% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $56 605 433 | 709 875 | 0,63% | Acciones |
| CI INVESTMENTS INC. | $44 585 584 | 559 137 | 0,50% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $44 091 755 | 552 944 | 0,49% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $43 663 152 | 547 569 | 0,49% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $43 630 380 | 547 158 | 0,48% | Acciones |
| Nuveen Asset Management, LLC | $38 603 289 | 522 160 | 0,43% | Acciones |
| Swiss National Bank | $37 057 411 | 464 728 | 0,41% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $30 543 908 | 383 044 | 0,34% | Acciones |
| California Public Employees Retirement System | $29 464 408 | 369 506 | 0,33% | Acciones |
| Arbejdsmarkedets Tillaegspension | $28 873 854 | 362 100 | 0,32% | Acciones |
| RHUMBLINE ADVISERS | $28 383 677 | 355 954 | 0,32% | Acciones |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $28 010 270 | 351 270 | 0,31% | Acciones |
| Vanguard Global Advisers, LLC | $27 085 764 | 339 676 | 0,30% | Acciones |
| State of Tennessee, Department of Treasury | $25 920 763 | 325 066 | 0,29% | Acciones |
| BARCLAYS PLC | $25 670 060 | 321 922 | 0,29% | Acciones |
| Asset Management One Co., Ltd. | $25 339 139 | 334 908 | 0,28% | Acciones |
| BANK OF AMERICA CORP /DE/ | $25 092 823 | 314 683 | 0,28% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $24 907 325 | 220 233 | 0,28% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $24 655 173 | 325 868 | 0,27% | Acciones |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $23 960 594 | 300 484 | 0,27% | Acciones |
| Pacific Heights Asset Management LLC | $23 922 000 | 300 000 | 0,27% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $23 542 757 | 295 244 | 0,26% | Acciones |
| Gotham Asset Management, LLC | $23 160 244 | 290 447 | 0,26% | Acciones |
| J. Goldman & Co LP | $23 138 475 | 290 174 | 0,26% | Acciones |
| CITADEL ADVISORS LLC | $23 030 028 | 288 814 | 0,26% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $21 106 779 | 264 695 | 0,23% | Acciones |
| Amundi | $20 687 028 | 259 431 | 0,23% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $20 150 457 | 252 702 | 0,22% | Acciones |
| GUGGENHEIM CAPITAL LLC | $20 050 304 | 251 446 | 0,22% | Acciones |
| Point72 Asset Management, L.P. | $18 244 990 | 228 806 | 0,20% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $17 661 214 | 221 485 | 0,20% | Acciones |
| RBO & CO LLC | $17 366 734 | 217 792 | 0,19% | Acciones |
| Daiwa Securities Group Inc. | $17 345 045 | 217 520 | 0,19% | Acciones |
| CIBC Asset Management Inc | $17 294 243 | 217 244 | 0,19% | Acciones |
| Aberdeen Group plc | $16 971 941 | 212 841 | 0,19% | Acciones |
| Lighthouse Investment Partners, LLC | $16 884 227 | 211 741 | 0,19% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $16 802 733 | 210 719 | 0,19% | Acciones |
| Uniplan Investment Counsel, Inc. | $16 425 691 | 205 990 | 0,18% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $16 398 995 | 205 656 | 0,18% | Acciones |
| Vanguard Investments Australia, Ltd. | $16 023 833 | 200 951 | 0,18% | Acciones |
| MACQUARIE GROUP LTD | $15 832 935 | 198 557 | 0,18% | Acciones |
| Swedbank AB | $15 401 544 | 193 147 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $15 237 697 | 201 397 | 0,17% | Acciones |
| Cullen/Frost Bankers, Inc. | $14 732 315 | 184 754 | 0,16% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $14 630 456 | 183 477 | 0,16% | Acciones |
| Varma Mutual Pension Insurance Co | $14 403 994 | 180 637 | 0,16% | Acciones |
| VANGUARD GROUP INC | $14 011 640 | 202 979 | 0,16% | Acciones |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $13 758 021 | 172 536 | 0,15% | Acciones |
| Verition Fund Management LLC | $13 424 229 | 168 350 | 0,15% | Acciones |
| Korea Investment CORP | $12 942 839 | 162 313 | 0,14% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $12 925 868 | 187 250 | 0,14% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12 895 393 | 161 718 | 0,14% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $12 871 232 | 161 415 | 0,14% | Acciones |
| State of New Jersey Common Pension Fund D | $12 666 301 | 158 845 | 0,14% | Acciones |
| ExodusPoint Capital Management, LP | $12 626 111 | 158 341 | 0,14% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $12 512 083 | 156 911 | 0,14% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $11 713 806 | 146 900 | 0,13% | Acciones |
| BALDWIN WEALTH PARTNERS LLC/MA | $11 697 459 | 146 695 | 0,13% | Acciones |
| Schonfeld Strategic Advisors LLC | $11 680 233 | 146 479 | 0,13% | Acciones |
| PRUDENTIAL FINANCIAL INC | $11 491 810 | 144 116 | 0,13% | Acciones |
| AVIVA PLC | $11 279 701 | 141 456 | 0,13% | Acciones |
| Quantbot Technologies LP | $11 075 966 | 138 901 | 0,12% | Acciones |
| NATIXIS | $10 885 945 | 136 518 | 0,12% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $10 612 118 | 133 084 | 0,12% | Acciones |
| AXA Investment Managers S.A. | $10 604 326 | 145 464 | 0,12% | Acciones |
| Allianz Asset Management GmbH | $10 561 164 | 132 445 | 0,12% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $10 556 699 | 132 389 | 0,12% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $10 269 954 | 128 793 | 0,11% | Acciones |
| Retirement Systems of Alabama | $10 080 651 | 126 419 | 0,11% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $9 943 419 | 124 698 | 0,11% | Acciones |
| MACKENZIE FINANCIAL CORP | $9 916 706 | 124 363 | 0,11% | Acciones |
| BANK OF MONTREAL /CAN/ | $9 756 030 | 122 348 | 0,11% | Acciones |
| Davis Selected Advisers | $9 276 952 | 116 340 | 0,10% | Acciones |
| Waterfront Capital Partners, LLC | $9 258 300 | 127 000 | 0,10% | Acciones |
| Nuveen, LLC | $9 026 329 | 113 197 | 0,10% | Acciones |
| Entropy Technologies, LP | $8 979 601 | 112 611 | 0,10% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8 912 369 | 116 273 | 0,10% | Acciones |
| LPL Financial LLC | $8 625 217 | 108 167 | 0,10% | Acciones |
| Sophron Capital Management L.P. | $8 502 437 | 106 627 | 0,09% | Acciones |
| Legal & General Group Plc | $8 287 617 | 103 933 | 0,09% | Acciones |
Informantes de la empresa 36 insiders · 14 directivos · 20 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Lisa Palmer | President and CEO | 12 de febrero de 2026 M | 157 942 | 0 | 1 | $-1 995 500 |
| Michael J Mas | EVP and CFO | 12 de febrero de 2026 M | 54 849 | 0 | 1 | $-1 152 750 |
| Bruce M Johnson | Chief Financial Officer | 27 de diciembre de 2012 G | 53 000 | 0 | 0 | $0 |
| Brian M Smith | President and COO | 19 de noviembre de 2015 S | 61 323 | 0 | 0 | $0 |
| Alan Todd Roth | E. Regional Pres. & COO | 12 de febrero de 2026 M | 25 519 | 0 | 1 | $-616 400 |
| Nicholas Andrew Wibbenmeyer | W. Regional Pres. & CIO | 5 de mayo de 2026 S | 33 069 | 0 | 1 | $-626 709 |
| Martin E Stein JR | Executive Chairman | 4 de mayo de 2026 S | 0 | 0 | 7 | $-36 419 050 |
| Terah L Devereaux | Principal Accounting Officer | 4 de marzo de 2026 A | 19 230 | 0 | 0 | $0 |
| Michael R Herman | Senior VP and General Counsel | 4 de marzo de 2026 A | 21 601 | 0 | 0 | $0 |
| Barbara C Johnston | SR VP, GENERAL COUNSEL | 17 de mayo de 2018 S | 20 331 | 0 | 0 | $0 |
| James D. Thompson | Exec. VP of Operations | 28 de marzo de 2018 G | 18 671 | 0 | 0 | $0 |
| Christian J Leavitt | Chief Accounting Officer | 26 de marzo de 2018 G | 16 879 | 0 | 0 | $0 |
| Iii Dan M. Chandler, | Executive VP of Development | 23 de marzo de 2018 G | 31 042 | 0 | 0 | $0 |
| John S. Delatour | Managing Director | 9 de febrero de 2018 F | 99 310 | 0 | 0 | $0 |
| James H. Simmons III | Consejero | 11 de mayo de 2026 M | 8 049 | 0 | 0 | $0 |
| Thomas W Furphy | Consejero | 11 de mayo de 2026 M | 14 316 | 0 | 0 | $0 |
| Gary E Anderson | Consejero | 11 de mayo de 2026 M | 1 807 | 0 | 0 | $0 |
| Kristin Ann Campbell | Consejero | 11 de mayo de 2026 M | 6 797 | 0 | 0 | $0 |
| Deirdre Evens | Consejero | 11 de mayo de 2026 M | 22 539 | 0 | 0 | $0 |
| Bryce Blair | Consejero | 11 de mayo de 2026 M | 33 003 | 0 | 0 | $0 |
| David P Oconnor | Consejero | 5 de mayo de 2025 M | 30 342 | 0 | 0 | $0 |
| Thomas G Wattles | Consejero | 3 de mayo de 2023 M | 61 197 | 0 | 0 | $0 |
| Joseph F Azrack | Consejero | 14 de mayo de 2018 M | 4 856 | 0 | 0 | $0 |
| John C Schweitzer | Consejero | 14 de mayo de 2018 M | 48 010 | 0 | 0 | $0 |
| Mary Lou Fiala | Consejero | 14 de mayo de 2018 M | 19 308 | 0 | 0 | $0 |
| BANK RAYMOND L | Consejero | 14 de mayo de 2018 M | 54 147 | 0 | 0 | $0 |
| Dix J Druce | Consejero | 3 de junio de 2016 M | 30 325 | 0 | 0 | $0 |
| CARPENTER ALVIN R | Consejero | 29 de enero de 2016 G | 51 886 | 0 | 0 | $0 |
| LUKE DOUGLAS S | Consejero | 15 de mayo de 2015 M | 76 765 | 0 | 0 | $0 |
| Terry N Worrell | Consejero | 9 de julio de 2009 M | 47 331 | 0 | 0 | $0 |
| Chaim Katzman | Propietario del 10% | 15 de febrero de 2018 S | 1 350 000 | 0 | 0 | $0 |
| Karin Klein | — | 7 de agosto de 2026 A | 25 790 | 0 | 0 | $0 |
| Mark J. Parrell | — | 7 de agosto de 2026 A | 686 | 0 | 0 | $0 |
| Ronald C Blankenship | — | 7 de agosto de 2026 A | 114 923 | 0 | 0 | $0 |
| Peter Linneman | — | 7 de agosto de 2026 A | 56 061 | 0 | 0 | $0 |
| Craig H Ramey | — | 8 de mayo de 2018 S | 17 137 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 15 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 |
|---|---|---|---|---|---|
| Chaim Katzman, Gazit-Globe Ltd., M G N (USA) INC., GAZIT (1995), INC., Gazit First Generation LLC, MGN America, LLC, MGN (USA) 2016, LLC, MGN America 2016, LLC, Gazit America, Inc., Silver Maple (2001), Inc., Ficus, Inc., Silver Maple 2018, LLC, Ficus 2018, LLC ×7 presentaciones | 25 de mayo de 2018 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 19 de mayo de 2004 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 25 de febrero de 2004 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 17 de diciembre de 2003 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 30 de septiembre de 2003 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 26 de junio de 2003 | — | Presentación inicial | Estructura de capital | SEC |
| Persona informante no revelada, Persona informante no revelada | 12 de junio de 2003 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 12 de junio de 2003 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 14 de mayo de 2003 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 15 de julio de 2002 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 15 de mayo de 2002 | — | Presentación inicial | M&A / venta | SEC |
| Persona informante no revelada, Persona informante no revelada | 26 de diciembre de 2001 | — | Presentación inicial | M&A / venta | SEC |
| Persona informante no revelada | 17 de diciembre de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada | 29 de enero de 2001 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 19 de enero de 2001 | — | Presentación inicial | — | 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 158 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 |
|---|---|---|---|---|
| JPRE · J.P. Morgan Exchange-Traded Fund Tr… | 3,65% | 223 593 NS | 31 de mayo de 2026 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 3,13% | 40 596 | 8 de agosto de 2026 | Diario |
| HUSV · First Trust Exchange-Traded Fund III | 1,82% | 16 940 NS | 30 de abril de 2026 | N-PORT |
| GQRE · FlexShares Trust | 1,66% | 81 634 NS | 30 de abril de 2026 | N-PORT |
| PPTY · ETF Series Solutions | 1,60% | 5 085 NS | 31 de mayo de 2026 | N-PORT |
| ICF · iShares Trust | 1,59% | 434 704 SH | 8 de agosto de 2026 | Diario |
| VGSR · Manager Directed Portfolios | 1,41% | 85 802 NS | 31 de marzo de 2026 | N-PORT |
| BLDG · Cambria ETF Trust | 1,28% | 8 453 NS | 30 de abril de 2026 | N-PORT |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 1,15% | 182 219 NS | 31 de mayo de 2026 | N-PORT |
| USRT · iShares Trust | 1,14% | 685 622 SH | 8 de agosto de 2026 | Diario |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1,12% | 1 042 974 | 8 de agosto de 2026 | Diario |
| ALTL · Pacer Funds Trust | 1,10% | 13 630 NS | 30 de abril de 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 1,05% | 228 033 NS | 30 de abril de 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 1,02% | 1 958 NS | 30 de abril de 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,97% | 4 256 NS | 31 de mayo de 2026 | N-PORT |
| URE · ProShares Trust | 0,94% | 6 783 NS | 31 de mayo de 2026 | N-PORT |
| IYR · iShares Trust | 0,92% | 541 296 SH | 8 de agosto de 2026 | Diario |
| FREL · FIDELITY COVINGTON TRUST | 0,90% | 167 336 NS | 30 de abril de 2026 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 0,90% | 1 164 504 NS | 31 de mayo de 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 0,89% | 5 383 NS | 30 de abril de 2026 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 0,78% | 81 798 NS | 31 de mayo de 2026 | N-PORT |
| REET · iShares Trust | 0,76% | 499 481 SH | 8 de agosto de 2026 | Diario |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,70% | 6 271 484 SH | 8 de agosto de 2026 | Diario |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 0,68% | 190 000 | 8 de agosto de 2026 | Diario |
| DFGR · Dimensional ETF Trust | 0,68% | 307 192 NS | 30 de abril de 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0,66% | 16 446 | 8 de agosto de 2026 | Diario |
| ERET · iShares Trust | 0,58% | 1 066 SH | 8 de agosto de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,53% | 21 445 NS | 30 de abril de 2026 | N-PORT |
| QDEF · FlexShares Trust | 0,51% | 34 611 NS | 30 de abril de 2026 | N-PORT |
| QDF · FlexShares Trust | 0,50% | 137 610 NS | 30 de abril de 2026 | N-PORT |
| PABU · iShares Trust | 0,38% | 125 024 SH | 8 de agosto de 2026 | Diario |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,38% | 21 590 NS | 30 de abril de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,38% | 21 249 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,34% | 27 121 NS | 30 de abril de 2026 | N-PORT |
| HDUS · Lattice Strategies Trust | 0,31% | 7 173 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,31% | 2 665 007 SH | 8 de agosto de 2026 | Diario |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0,28% | 50 324 | 8 de agosto de 2026 | Diario |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,27% | 18 125 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 66 566 NS | 30 de abril de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,25% | 76 857 NS | 30 de abril de 2026 | N-PORT |
| RITA · ETF Series Solutions | 0,25% | 282 NS | 30 de abril de 2026 | N-PORT |
| CAPE · DoubleLine ETF Trust | 0,25% | 8 511 NS | 31 de marzo de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,24% | 445 655 NS | 31 de mayo de 2026 | N-PORT |
| ISCV · iShares Trust | 0,21% | 18 980 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,20% | 7 333 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,19% | 24 508 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,19% | 91 375 SH | 8 de agosto de 2026 | Diario |
| SIZE · iShares Trust | 0,19% | 10 593 SH | 8 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,18% | 2 315 356 | 8 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,18% | 44 092 SH | 8 de agosto de 2026 | Diario |