UDR UDR, Inc. Common Stock

NYSE · Real Estate · Visualizza su SEC EDGAR ↗
$37,52
Prezzo · Ago 19, 2026
Fondamentali al Lug 28, 2026
Intervallo 52 sett.
$33–$42
51% of range
Rating Analisti
HOLD
28 analysts
Prezzo Obiettivo
$42
+12% upside
P/E (TTM)
33.2
ROE
11.2%
Margine di Profitto Netto
22.1%

Informazioni su UDR, Inc. Common Stock Panoramica della società da Wikipedia

UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado. As of December 31, 2024, the company owned interests in 169 apartment communities containing 55.696 apartment units in 21 markets in the United States.

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UDR Inc. (formerly United Dominion Realty) is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado. As of December 31, 2024, the company owned interests in 169 apartment communities containing 55.696 apartment units in 21 markets in the United States.

It is the 15th largest owner of apartments in the United States and the 31st largest apartment property manager in the United States.

## History

The company was founded in Highlands Ranch, Colorado in 1972.

In October 1996, the company acquired South West Property for $312 million in common stock. At that time, South West owned 14,975 apartments and UDR owned 41,004 apartments.

In March 1998, the company acquired ASR Investments Corporation, which owned 7,550 apartments, for $313 million.

In December 1998, the company acquired American Apartment Communities II, which owned 14,001 apartments primarily in California, the Pacific Northwest, the Midwest and Florida.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

UDR Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$37.52
Capitalizzazione di Mercato
$12.32B
P/E (TTM)
33.2
EPS (TTM)
$1.13
Ricavi (TTM)
$1.71B
Rendimento div.
4.6%
ROE
11.2%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$33 – $42

UDR Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $1.71B
10-point trend, +78.4%
2016-12-31 → 2025-12-31
EPS $1.13
10-point trend, +4.6%
2016-12-31 → 2025-12-31
Flusso di cassa libero —
3-point trend, +4.4%
2016-12-31 → 2018-12-31
Margini 22.1%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
UDR
Mediana dei peer
P/E (TTM)
5-point trend, -74.0%
33.2
35.8
P/S (TTM)
5-point trend, -52.4%
7.2
7.4
P/B
5-point trend, -33.9%
3.7
2.6

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
UDR
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, +55.7%
32.3%
—
Net Profit Margin (Margine di Profitto Netto)
5-point trend, +89.8%
22.1%
24.7%
ROA
5-point trend, +138.8%
3.5%
4.2%
ROE
5-point trend, +149.9%
11.2%
8.1%
ROIC
5-point trend, +117.9%
16.8%
—

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
UDR
Mediana dei peer

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
UDR
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +32.7%
2.4%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +32.7%
4.1%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +32.7%
6.7%
—
EPS YoY
5-point trend, +135.4%
334.6%
—
Net Income YoY (Utile Netto YoY)
5-point trend, +151.8%
321.6%
—

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
UDR
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +135.4%
$1.13
—

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
UDR
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, -48.0%
150.3%
—

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
4.6%
Rapporto di Distribuzione Utili
150.3%
CAGR Dividendi 5Y
—
Data ex-dividendoImporto
17 Agosto 2026$0,1450
17 Luglio 2026$0,1450
15 Aprile 2026$0,4350
12 Gennaio 2026$0,4300
09 Ottobre 2025$0,4300
10 Luglio 2025$0,4300
10 Aprile 2025$0,4300
10 Gennaio 2025$0,4250
10 Ottobre 2024$0,4250
10 Luglio 2024$0,4250
09 Aprile 2024$0,4250
09 Gennaio 2024$0,4200
06 Ottobre 2023$0,4200
07 Luglio 2023$0,4200
06 Aprile 2023$0,4200
06 Gennaio 2023$0,3800
07 Ottobre 2022$0,3800
08 Luglio 2022$0,3800
08 Aprile 2022$0,3800
07 Gennaio 2022$0,3630

UDR Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

MANTIENI 28 analisti
  • Acquisto forte 3 10,7%
  • Compra 9 32,1%
  • Mantieni 13 46,4%
  • Vendi 3 10,7%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

21 analisti · 2026-08-18
Target mediano $42.00 +11,9%
Target medio $42.07 +12,1%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.08%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.10 $0.12 -0.02%
31 Marzo 2026 $0.57 $0.11 0.46%
31 Dicembre 2025 $0.08 $0.15 -0.07%
30 Settembre 2025 $0.12 $0.13 -0.01%
30 Giugno 2025 $0.11 $0.13 -0.02%
31 Marzo 2025 $0.23 $0.12 0.11%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
UDR $12.04B 32.5 2.4% 22.1% 11.2% —
ESS $16.86B 25.2 6.4% 37.2% 12.7% 69.9%
MAA $16.24B 36.7 0.83% 20.2% 7.7% —
CPT $11.48B 31.1 81.7% 2964.9% 8.5% —
IRT $4.15B 72.8 2.8% 8.6% 1.6% —
CSR $1.12B 65.4 4.9% 6.2% 2.3% —
NXRT $763M -23.9 -3.2% -12.8% -9.1% —
AVB $25.40B 24.5 4.4% — — —

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 14
Dati annuali Conto Economico per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +109.3% $1.71B $1.67B $1.63B $1.52B $1.29B $1.24B $1.15B $1.05B $996M $960M $872M $818M
SG&A Expense 12-point trend, +78.0% $85M $84M $70M $64M $58M $50M $52M $47M $49M $50M $60M $48M
Operating Expenses 12-point trend, +102.8% $1.40B $1.40B $1.34B $1.29B $1.16B $1.11B $936M $828M $811M $785M $735M $691M
Operating Income 12-point trend, +336.7% $554M $285M $635M $251M $268M $249M $221M $355M $228M $401M $160M $127M
Interest Expense 10-point trend, +38.6% · · $181M $156M $186M $203M $171M $134M $129M $123M $122M $130M
Other Non-op 12-point trend, +61.7% $19M $-12M $18M $-7M $15M $6M $15M $7M $2M $2M $2M $12M
Pretax Income 12-point trend, +34715.0% $405M $97M $477M $93M $162M $72M $203M $222M $132M $332M $102M $1M
Income Tax 12-point trend, +105.5% $835.0K $879.0K $2M $349.0K $1M $3M $4M $688.0K $-240.0K $12M $-4M $-15M
Net Income 12-point trend, +144.7% $378M $90M $444M $87M $150M $64M $185M $203M $122M $293M $340M $154M
EPS (Basic) 12-point trend, +88.3% $1.13 $0.26 $1.34 $0.26 $0.49 $0.20 $0.63 $0.74 $0.44 $1.09 $1.30 $0.60
EPS (Diluted) 12-point trend, +91.5% $1.13 $0.26 $1.34 $0.26 $0.48 $0.20 $0.63 $0.74 $0.44 $1.08 $1.29 $0.59
Shares (Basic) 12-point trend, +31.3% 330,322,000 329,290,000 328,765,000 321,671,000 300,326,000 294,545,000 285,247,000 268,179,000 267,024,000 265,386,000 258,669,000 251,528,000
Shares (Diluted) 12-point trend, +30.6% 331,053,000 330,116,000 329,104,000 322,700,000 301,703,000 294,927,000 286,015,000 269,483,000 268,830,000 267,311,000 263,752,000 253,445,000
EBITDA 11-point trend, +873.2% $1.23B $980M $1.33B $930M $888M · $729M $790M $621M $600M $541M $127M
Stato Patrimoniale 11
Dati annuali Stato Patrimoniale per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -92.0% $1M $1M $3M $1M $967.0K $1M $8M $185M $2M $2M $7M $15M
Intangibles 7-point trend, -73.4% $22M $31M $46M $40M $63M $37M $81M · · · · ·
Total Assets 12-point trend, +55.3% $10.61B $10.90B $11.37B $11.04B $10.78B $9.64B $9.64B $7.71B $7.73B $7.68B $7.66B $6.83B
Total Liabilities 12-point trend, +69.5% $6.46B $6.44B $6.42B $6.10B $6.00B $5.52B $5.23B $3.82B $3.95B $3.67B $3.82B $3.81B
Long-term Debt 12-point trend, +63.3% $5.82B $5.83B $5.80B $5.49B $5.41B $4.98B $4.71B $3.55B $3.67B $3.40B $3.57B $3.57B
Common Stock 12-point trend, +28.7% $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M
Paid-in Capital 12-point trend, +77.1% $7.48B $7.57B $7.49B $7.49B $6.88B $5.88B $5.78B $4.92B $4.65B $4.64B $4.45B $4.22B
AOCI 12-point trend, +118.7% $2M $4M $5M $8M $-4M $-9M $-10M $-67.0K $-3M $-6M $-13M $-9M
Stockholders' Equity 12-point trend, +20.2% $3.29B $3.44B $3.99B $4.10B $3.44B $3.23B $3.36B $2.91B $2.83B $3.09B $2.90B $2.74B
Liabilities + Equity 12-point trend, +55.3% $10.61B $10.90B $11.37B $11.04B $10.78B $9.64B $9.64B $7.71B $7.73B $7.68B $7.66B $6.83B
Shares Outstanding 12-point trend, +28.7% 328,273,044 330,858,719 329,014,512 328,993,088 318,149,635 296,611,579 294,588,305 275,545,900 267,822,069 267,259,469 261,844,521 255,114,603
Flusso di cassa 16
Dati annuali Flusso di cassa per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +86.9% $680M $695M $692M $680M $620M $619M $508M $436M $436M $426M $381M $364M
Stock-based Comp 12-point trend, +89.8% $26M $33M $33M $28M $22M $20M $24M $14M $13M $13M $18M $14M
Deferred Tax 2-point trend, -118.9% · · · · · · · · · · $-5M $25M
Other Non-cash 10-point trend, +40.2% $-181M $59M $-336M $26M $-128M · $-87M $-92M $-52M $-195M $-303M ·
Operating Cash Flow 12-point trend, +127.3% $903M $877M $833M $820M $664M $604M $631M $561M $519M $537M $459M $397M
CapEx 5-point trend, -11.8% · · · · · · · $5M $1M $4M $4M $5M
Investing Cash Flow 12-point trend, +49.4% $-151M $-276M $-289M $-930M $-1.27B $-461M $-1.69B $-114M $-407M $-113M $-265M $-299M
Stock Issued 9-point trend, -100.6% · · $-551.0K $630M $899M $102M $725M $300M · $173M $210M $100M
Stock Repurchased 5-point trend, +489.4% $118M · $25M $49M · $20M · $20M · · · ·
Net Stock Activity 9-point trend, -215.4% $-118M · $-26M $581M $899M · $725M $280M · $173M $111M $102M
Dividends Paid 12-point trend, +121.7% $568M $558M $540M $484M $434M $419M $383M $342M $328M $309M $283M $256M
Financing Cash Flow 12-point trend, -559.8% $-750M $-600M $-539M $111M $613M $-153M $880M $-260M $-112M $-429M $-202M $-114M
Net Change in Cash 4-point trend, +99.5% · · · · · · · · $-74.0K $-5M $-8M $-15M
Taxes Paid 12-point trend, +2.1% $1M $1M $2M $1M $5M $1M $2M $625.0K $2M $693.0K $-1M $1M
Free Cash Flow 5-point trend, +43.7% · · · · · · · $556M $518M $532M $428M $387M
Levered FCF 3-point trend, -86.7% · · · · · · · $422M · · $301M $3.17B
Redditività 7
Dati annuali Redditività per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, +108.6% 32.3% 17.0% 39.0% 16.5% 20.8% · 19.2% 33.9% 18.7% 18.2% 17.8% 15.5%
Net Margin 11-point trend, +16.9% 22.1% 5.4% 27.3% 5.7% 11.6% · 16.1% 19.4% 12.3% 30.5% 38.0% 18.9%
Pretax Margin 11-point trend, +16778.6% 23.6% 5.8% 29.3% 6.1% 12.6% · 17.6% 21.2% 9.0% 11.0% 11.4% 0.14%
EBITDA Margin 11-point trend, +364.8% 72.0% 58.6% 81.5% 61.3% 68.8% · 63.3% 75.5% 63.1% 62.5% 60.5% 15.5%
ROA 11-point trend, +55.3% 3.5% 0.80% 4.0% 0.80% 1.5% · 2.1% 2.6% 1.6% 3.8% 4.7% 2.3%
ROE 11-point trend, +101.8% 11.2% 2.4% 11.0% 2.3% 4.5% · 5.9% 7.1% 4.1% 9.8% 12.1% 5.6%
ROIC 10-point trend, +117.0% 16.8% 8.2% 15.8% 6.1% 7.7% · 6.5% 12.2% 6.6% · 5.7% -99.0%
Liquidità e Solvibilità 1
Dati annuali Liquidità e Solvibilità per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Interest Coverage 8-point trend, +261.3% · · 3.5 1.6 1.4 · 1.3 2.6 · 1.4 1.3 1.0
Efficienza 1
Dati annuali Efficienza per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +33.0% 0.2 0.2 0.1 0.1 0.1 · 0.1 0.1 0.1 0.1 0.1 0.1
Per Azione 7
Dati annuali Per Azione per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, -6.6% $10.02 $10.41 $12.13 $12.46 $10.82 · $11.40 $10.54 $10.55 $11.57 $11.07 $10.72
Revenue / Share 11-point trend, +60.2% $5.17 $5.06 $4.95 $4.70 $4.28 · $4.03 $3.88 $3.66 $3.59 $3.39 $3.23
Cash Flow / Share 11-point trend, +76.2% $2.73 $2.66 $2.53 $2.54 $2.20 · $2.21 $2.08 $1.93 $2.01 $1.64 $1.55
Cash / Share 11-point trend, -93.8% $0.00 $0.00 $0.01 $0.00 $0.00 · $0.03 $0.67 $0.01 $0.01 $0.03 $0.06
Dividend / Share 12-point trend, +65.4% $2 $2 $2 $2 $1 $1 $1 $1 $1 $1 $1 $1
Dividend Paid / Share 12-point trend, +69.0% $2 $2 $2 $2 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +91.5% $1.13 $0.26 $1.34 $0.26 $0.48 $0.20 $0.63 $0.74 $0.44 $1.08 $1.29 $0.59
Tassi di Crescita 10
Dati annuali Tassi di Crescita per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -39.5% 2.4% 2.7% 7.3% 17.6% 4.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -56.5% 4.1% 9.0% 9.4% · · · · · · · · ·
Revenue CAGR 5Y 6.7% · · · · · · · · · · ·
EPS YoY 5-point trend, +139.0% 334.6% -80.6% 415.4% -45.8% 140.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -28.6% 63.2% -18.5% 88.5% · · · · · · · · ·
EPS CAGR 5Y 41.4% · · · · · · · · · · ·
Net Income YoY 5-point trend, +141.0% 321.6% -79.8% 411.2% -42.1% 133.4% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -30.2% 63.2% -15.8% 90.5% · · · · · · · · ·
Net Income CAGR 5Y 42.5% · · · · · · · · · · ·
Dividend CAGR 5Y 6.2% · · · · · · · · · · ·
Valutazione (TTM) 13
Dati annuali Valutazione (TTM) per UDR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +109.3% $1.71B $1.67B $1.63B $1.52B $1.29B $1.24B $1.15B $1.05B $996M $960M $872M $818M
Net Income TTM 12-point trend, +144.7% $378M $90M $444M $87M $150M $64M $185M $203M $122M $293M $340M $154M
Market Cap 11-point trend, +53.1% $12.04B $14.36B $12.60B $12.74B $19.09B · $13.76B $10.92B $10.32B $9.75B $9.84B $7.86B
P/E 12-point trend, -37.9% 32.5 167.0 28.6 149.0 125.0 192.2 74.1 53.5 87.5 33.8 29.1 52.2
P/S 11-point trend, -26.8% 7.0 8.6 7.7 8.4 14.8 · 11.9 10.4 10.4 10.2 11.3 9.6
P/B 11-point trend, +27.4% 3.7 4.2 3.2 3.1 5.5 · 4.1 3.8 3.7 3.2 3.4 2.9
P / Tangible Book 6-point trend, +3.4% 3.7 4.2 3.2 3.1 5.6 3.6 · · · · · ·
P / Cash Flow 11-point trend, -33.4% 13.3 16.4 15.1 15.5 28.7 · 21.8 19.5 19.9 18.2 22.8 20.0
P / FCF 5-point trend, -3.4% · · · · · · · 19.6 19.9 18.3 23.0 20.3
Dividend Yield 11-point trend, +44.8% 4.7% 3.9% 4.3% 3.8% 2.3% · 2.8% 3.1% 3.2% 3.2% 2.9% 3.3%
Earnings Yield 12-point trend, +61.3% 3.1% 0.60% 3.5% 0.67% 0.80% 0.52% 1.4% 1.9% 1.1% 3.0% 3.4% 1.9%
Payout Ratio 11-point trend, -9.4% 150.3% 623.4% 121.5% 556.4% 289.2% · 207.1% 168.5% 269.7% 105.5% 83.2% 165.9%
Annual Payout 12-point trend, +121.7% $568M $558M $540M $484M $434M $419M $383M $342M $328M $309M $283M $256M

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $1.71B$1.67B$1.63B$1.52B$1.29B
Margine Operativo % 32.3%17.0%39.0%16.5%20.8%
Utile netto $378M$90M$444M$87M$150M
EPS Diluito $1.13$0.26$1.34$0.26$0.48

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Proprietari istituzionali (13F) 556 filer · $9.1B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
82 (-3 vs trimestre precedente) 76 (+16 vs trimestre precedente) 155 (-25 vs trimestre precedente) 200 (+25 vs trimestre precedente) +14.5M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
NORGES BANK $1.175.726.674 29.452.071 12,87% Azioni
Capital Research Global Investors $1.020.660.229 25.567.641 11,17% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $1.018.618.361 25.516.492 11,15% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $810.050.931 20.291.857 8,86% Azioni
STATE STREET CORP $773.866.246 19.385.427 8,47% Azioni
CENTERSQUARE INVESTMENT MANAGEMENT LLC $349.592.494 8.757.327 3,83% Azioni
FMR LLC $314.562.291 7.879.817 3,44% Azioni
GEODE CAPITAL MANAGEMENT, LLC $305.567.179 7.668.756 3,34% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $219.560.000 5.500.000 2,40% Azioni
WELLINGTON MANAGEMENT GROUP LLP $190.805.784 4.779.704 2,09% Azioni
DIMENSIONAL FUND ADVISORS LP $179.064.408 4.485.581 1,96% Azioni
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $175.267.283 4.390.463 1,92% Azioni
Daiwa Securities Group Inc. $139.791.816 3.501.799 1,53% Azioni
Alyeska Investment Group, L.P. $106.418.017 2.665.782 1,16% Azioni
Balyasny Asset Management L.P. $77.206.877 1.934.040 0,84% Azioni
VANGUARD FIDUCIARY TRUST CO $67.316.577 1.686.287 0,74% Azioni
Sumitomo Mitsui Trust Group, Inc. $56.962.846 1.426.925 0,62% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $54.311.120 1.360.499 0,59% Azioni
TEACHER RETIREMENT SYSTEM OF TEXAS $48.511.023 1.215.206 0,53% Azioni
Woodline Partners LP $47.975.936 1.201.802 0,53% Azioni
MORGAN STANLEY $47.762.949 1.196.466 0,52% Azioni
State of Tennessee, Department of Treasury $47.277.017 1.184.294 0,52% Azioni
Hudson Bay Capital Management LP $47.127.835 1.180.557 0,52% Azioni
AMERIPRISE FINANCIAL INC $46.157.092 1.156.236 0,51% Azioni
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $45.703.011 1.144.865 0,50% Azioni
BANK OF AMERICA CORP /DE/ $42.690.447 1.069.400 0,47% Azioni
CITADEL ADVISORS LLC $41.843.066 1.048.173 0,46% Azioni
GOLDMAN SACHS GROUP INC $36.254.146 908.170 0,40% Azioni
FIRST TRUST ADVISORS LP $35.309.510 884.507 0,39% Azioni
APG Asset Management US Inc. $33.643.231 828.243 0,37% Azioni
UBS Group AG $32.734.400 820.000 0,36% Opzione Put
Qube Research & Technologies Ltd $32.287.775 808.812 0,35% Azioni
Callodine Capital Management, LP $32.120.390 804.619 0,35% Azioni
JANE STREET GROUP, LLC $30.199.480 756.500 0,33% Opzione Call
Apollo Management Holdings, L.P. $30.104.870 754.130 0,33% Azioni
Hazelview Securities Inc. $28.508.941 693.817 0,31% Azioni
Squarepoint Ops LLC $28.073.580 703.246 0,31% Azioni
Nuveen, LLC $27.672.424 693.197 0,30% Azioni
Investure, LLC $27.238.973 682.339 0,30% Azioni
ADAGE CAPITAL PARTNERS GP, L.L.C. $26.505.802 663.973 0,29% Azioni
Gotham Asset Management, LLC $25.609.399 641.518 0,28% Azioni
California Public Employees Retirement System $25.340.458 634.781 0,28% Azioni
Mitsubishi UFJ Asset Management Co., Ltd. $24.848.803 622.465 0,27% Azioni
BNP PARIBAS FINANCIAL MARKETS $24.765.729 620.384 0,27% Azioni
RENAISSANCE TECHNOLOGIES LLC $24.602.616 616.298 0,27% Azioni
Vanguard Global Advisers, LLC $24.295.392 608.602 0,27% Azioni
Point72 Asset Management, L.P. $23.998.307 601.160 0,26% Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP $23.719.278 591.061 0,26% Azioni
Swiss National Bank $23.516.872 589.100 0,26% Azioni
RHUMBLINE ADVISERS $23.371.834 585.469 0,26% Azioni
Jain Global LLC $23.003.860 576.249 0,25% Azioni
NEUBERGER BERMAN GROUP LLC $22.845.577 572.284 0,25% Azioni
BARCLAYS PLC $22.048.335 552.313 0,24% Azioni
SNOWWATER INVESTMENT PARTNERS, LLC $20.925.984 524.198 0,23% Azioni
BlackRock, Inc. $20.803.510 521.130 0,23% Azioni
Connor, Clark & Lunn Investment Management Ltd. $20.725.067 519.165 0,23% Azioni
Asset Management One Co., Ltd. $20.060.692 593.863 0,22% Azioni
PRINCIPAL FINANCIAL GROUP INC $19.462.916 487.548 0,21% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $18.765.793 470.085 0,21% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $18.372.233 543.879 0,20% Azioni
Amundi $18.048.990 452.129 0,20% Azioni
Schonfeld Strategic Advisors LLC $16.983.043 425.427 0,19% Azioni
Pacific Heights Asset Management LLC $15.968.000 400.000 0,17% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $15.816.025 396.193 0,17% Azioni
BAMCO INC /NY/ $14.878.144 372.699 0,16% Azioni
Allianz Asset Management GmbH $14.545.092 364.356 0,16% Azioni
BANK OF MONTREAL /CAN/ $13.923.537 348.786 0,15% Azioni
Russell Investments Group, Ltd. $13.730.484 343.950 0,15% Azioni
ALLIANCEBERNSTEIN L.P. $13.608.813 402.866 0,15% Azioni
VANGUARD GROUP INC $13.529.455 368.851 0,15% Azioni
EXCHANGE TRADED CONCEPTS, LLC $13.266.454 332.326 0,15% Azioni
AXA Investment Managers S.A. $13.238.739 355.307 0,14% Azioni
State of New Jersey Common Pension Fund D $13.029.170 326.382 0,14% Azioni
MILLENNIUM MANAGEMENT LLC $12.986.734 325.319 0,14% Azioni
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $12.273.005 307.440 0,13% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $12.182.860 305.277 0,13% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $11.971.010 299.875 0,13% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $11.454.525 286.937 0,13% Azioni
Vanguard Investments Australia, Ltd. $11.389.056 285.297 0,12% Azioni
ALGERT GLOBAL LLC $10.893.370 272.880 0,12% Azioni
Quantinno Capital Management LP $10.532.481 263.839 0,12% Azioni
NISA INVESTMENT ADVISORS, LLC $9.803.633 245.582 0,11% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9.457.208 236.904 0,10% Azioni
Y-Intercept (Hong Kong) Ltd $9.341.799 234.013 0,10% Azioni
Retirement Systems of Alabama $9.174.814 229.830 0,10% Azioni
Chevy Chase Trust Holdings, LLC $8.994.495 225.313 0,10% Azioni
Danica Pension, Livsforsikringsaktieselskab $8.962.280 224.506 0,10% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $8.930.623 223.713 0,10% Azioni
Nuveen Asset Management, LLC $8.904.824 205.133 0,10% Azioni
EVERGREEN CAPITAL MANAGEMENT LLC $8.870.783 222.214 0,10% Azioni
Sophron Capital Management L.P. $8.509.227 213.157 0,09% Azioni
MACQUARIE GROUP LTD $7.903.761 197.990 0,09% Azioni
TUDOR INVESTMENT CORP ET AL $7.629.870 191.129 0,08% Azioni
MANNING & NAPIER ADVISORS LLC $7.552.664 189.195 0,08% Azioni
APG Asset Management N.V. $7.467.166 213.858 0,08% Azioni
LANDMARK INVESTMENT PARTNERS, L.P. $7.167.761 193.045 0,08% Azioni
PRUDENTIAL FINANCIAL INC $6.776.460 169.751 0,07% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $6.759.294 169.321 0,07% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6.716.309 198.825 0,07% Azioni
Verition Fund Management LLC $6.570.513 164.592 0,07% Azioni

Insider aziendali 70 insider · 37 dirigenti · 16 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Thomas W Toomey Chairman, President and CEO 05 Giugno 2026 S 810.455 0 1 $-3.140.000
David D. Bragg SVP - Chief Financial Officer 23 Luglio 2026 F 27.892 0 0 $0
Joseph D Fisher President-CFO 09 Febbraio 2023 D 4.794 0 0 $0
Thomas M Herzog SVP-Chief Financial Officer 03 Giugno 2016 F 97.185 0 0 $0
Michael A Ernst Exec Vice President & CFO 01 Marzo 2008 F 51.829 0 0 $0
Mary Ellen Norwood V President & Secretary 03 Aprile 2008 W 0 0 0 $0
Scott A Shanaberger SeniorVice President 14 Marzo 2006 S 5.729 0 0 $0
Harry G Alcock SVP-Chief Investment Officer 09 Febbraio 2023 D 41.675 0 0 $0
Matthew A Cozad SVP-Corp Serv and Innovation 15 Febbraio 2022 D 10.968 0 0 $0
Shawn G Johnston VP-Chief Accounting Officer 02 Febbraio 2017 F 13.349 0 0 $0
Abram J Claude Vice President-Treasurer 04 Febbraio 2016 F 6.121 0 0 $0
David G Thatcher Vice President-General Counsel 04 Febbraio 2016 F 6.496 0 0 $0
Randall Scott Wesson Senior Vice President - CIO 04 Febbraio 2016 F 41.259 0 0 $0
Andrew H Cantor Vice President-Acq & Disp 04 Febbraio 2016 F 38.392 0 0 $0
Mark A Schumacher SVP-Chief Accounting Officer 04 Febbraio 2016 F 25.231 0 0 $0
Christopher G Van Ens Vice President - IR 04 Gennaio 2016 F 4.876 0 0 $0
William T Oshields III VP - Enterprise Risk Mgmt 04 Gennaio 2016 F 5.349 0 0 $0
Sheri Henry Vice President 24 Giugno 2013 S 6.939 0 0 $0
Elaine A Williams VP-Property Operations 26 Febbraio 2013 F 13.062 0 0 $0
Mark M Culwell Senior Vice President 17 Settembre 2012 S 33.720 0 0 $0
Matthew T Akin Senior Vice President 31 Ottobre 2011 A 100.072 0 0 $0
Douglas S Walker Senior Vice President 30 Giugno 2011 F 14.133 0 0 $0
Cameron A Etezadi Senior Vice President 01 Marzo 2011 F 13.610 0 0 $0
Richard A Giannotti Executive Vice President 01 Marzo 2011 F 212.274 0 0 $0
Mark W Wallis Sr Exec Vice President 23 Dicembre 2010 G 562.948 0 0 $0
Thomas A Spangler Senior Vice President 30 Novembre 2010 M 37.961 0 0 $0
Dhrubo K Sircar Senior Vice President 24 Aprile 2009 F 10.385 0 0 $0
Thomas P Simon SVP & Treasurer 24 Aprile 2009 F 16.159 0 0 $0
Stacy M Riffe Senior Vice President 26 Febbraio 2008 A 8.438 0 0 $0
Lester C Boeckel Senior Vice President 13 Giugno 2007 F 10.095 0 0 $0
Martha R Carlin Executive Vice President 31 Maggio 2007 S 34.919 0 0 $0
Erin Ditto Obrien Senior Vice President 12 Marzo 2007 F 7.667 0 0 $0
Patrick S Gregory Senior Vice President 08 Febbraio 2007 A 16.822 0 0 $0
Christopher D Genry Executive Vice President 01 Settembre 2006 S 114.451 0 0 $0
Mark E Wood Senior Vice President 15 Giugno 2006 M 45.387 0 0 $0
Michael J Kelly Senior Vice President 28 Febbraio 2006 F 14.962 0 0 $0
Sara Jo Light Executive Vice President 15 Febbraio 2006 A 10.613 0 0 $0
Jon A Grove Direttore 02 Gennaio 2026 A 327.268 0 0 $0
Robert A Mcnamara Direttore 02 Gennaio 2026 A 37.326 0 0 $0
Kevin C Nickelberry Direttore 03 Gennaio 2023 A 1.400 0 0 $0
Clinton D Mcdonnough Direttore 03 Gennaio 2023 A 8.496 0 0 $0
Mary Ann King Direttore 03 Gennaio 2023 A 2.549 0 0 $0
Mark R Patterson Direttore 03 Gennaio 2023 A 8.983 0 0 $0
Diane M Morefield Direttore 03 Gennaio 2023 A 1.556 0 0 $0
James D Klingbeil Direttore 03 Gennaio 2023 A 170.209 0 0 $0
Robert P Freeman Direttore 02 Gennaio 2019 A 93.404 0 0 $0
Eric J Foss Direttore 24 Marzo 2015 S 39.316 0 0 $0
Mark J Sandler Direttore 02 Gennaio 2014 A 104.801 0 0 $0
Thomas C Wajnert Direttore 03 Aprile 2012 S 3.571 0 0 $0
Thomas R Oliver Direttore 26 Febbraio 2010 S 58.389 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 1 partecipazione

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Persona segnalante non divulgata, Persona segnalante non divulgata 20 Agosto 2001 — Deposito iniziale — 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.

Proprietà ETF Posseduti da 121 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
LPRE · Exchange Listed Funds Trust 8,07% 342.242 NS 31 Maggio 2026 N-PORT
HAUS · Tidal Trust I 4,16% 9.839 NS 30 Aprile 2026 N-PORT
FPRO · FIDELITY COVINGTON TRUST 3,16% 12.943 NS 30 Aprile 2026 N-PORT
RNTY · Tidal Trust II 2,46% 3.445 NS 30 Aprile 2026 N-PORT
JPRE · J.P. Morgan Exchange-Traded Fund Tr… 2,24% 287.960 NS 31 Maggio 2026 N-PORT
RDOG · ALPS ETF Trust 2,08% 6.313 NS 31 Maggio 2026 N-PORT
PPTY · ETF Series Solutions 1,91% 12.738 NS 31 Maggio 2026 N-PORT
HOMZ · ETF Series Solutions 1,66% 15.283 NS 31 Maggio 2026 N-PORT
IQRA · New York Life Investments Active ET… 1,55% 2.957 NS 30 Aprile 2026 N-PORT
BBRE · J.P. Morgan Exchange-Traded Fund Tr… 1,02% 340.144 NS 31 Maggio 2026 N-PORT
DFAR · Dimensional ETF Trust 0,88% 406.264 NS 30 Aprile 2026 N-PORT
ALTL · Pacer Funds Trust 0,83% 22.030 NS 30 Aprile 2026 N-PORT
URE · ProShares Trust 0,82% 12.396 NS 31 Maggio 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 0,79% 2.127.535 NS 31 Maggio 2026 N-PORT
DRN · Direxion Shares ETF Trust 0,76% 9.834 NS 30 Aprile 2026 N-PORT
FREL · FIDELITY COVINGTON TRUST 0,75% 296.302 NS 30 Aprile 2026 N-PORT
MILN · Global X Funds 0,72% 18.961 NS 31 Maggio 2026 N-PORT
AVRE · AMERICAN CENTURY ETF TRUST 0,60% 131.254 NS 31 Maggio 2026 N-PORT
DFGR · Dimensional ETF Trust 0,57% 553.863 NS 30 Aprile 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,46% 39.583 NS 30 Aprile 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,30% 51.658 NS 30 Aprile 2026 N-PORT
CSM · ProShares Trust 0,26% 37.495 NS 31 Maggio 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,23% 27.793 NS 30 Aprile 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,22% 121.419 NS 30 Aprile 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,21% 814.427 NS 31 Maggio 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0,19% 92.752 NS 31 Maggio 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,08% 9.784 NS 30 Aprile 2026 N-PORT
GSLC · Goldman Sachs ETF Trust 0,08% 325.521 NS 31 Maggio 2026 N-PORT
NBCR · Neuberger Berman ETF Trust 0,07% 15.876 NS 31 Maggio 2026 N-PORT
SPXD · DBX ETF Trust 0,06% 101 NS 31 Maggio 2026 N-PORT
SCHV · SCHWAB STRATEGIC TRUST 0,04% 150.898 NS 31 Maggio 2026 N-PORT
GVUS · Goldman Sachs ETF Trust 0,03% 3.759 NS 31 Maggio 2026 N-PORT
GLBL · Pacer Funds Trust 0,03% 9 NS 30 Aprile 2026 N-PORT
EGLE · Global X Funds 0,03% 17 NS 30 Aprile 2026 N-PORT
SPXT · ProShares Trust 0,03% 2.015 NS 31 Maggio 2026 N-PORT
XMAG · Tidal Trust II 0,03% 1.051 NS 31 Maggio 2026 N-PORT
DSPY · Tema ETF Trust 0,02% 5.481 NS 31 Maggio 2026 N-PORT
FNDX · SCHWAB STRATEGIC TRUST 0,02% 145.700 NS 31 Maggio 2026 N-PORT
CHRI · Global X Funds 0,02% 28 NS 30 Aprile 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,02% 7.069 NS 31 Maggio 2026 N-PORT
CATH · Global X Funds 0,02% 6.453 NS 30 Aprile 2026 N-PORT
XRMI · Global X Funds 0,02% 255 NS 30 Aprile 2026 N-PORT
SPXV · ProShares Trust 0,02% 204 NS 31 Maggio 2026 N-PORT
XYLG · Global X Funds 0,02% 323 NS 30 Aprile 2026 N-PORT
TILT · FlexShares Trust 0,02% 10.010 NS 30 Aprile 2026 N-PORT
XCLR · Global X Funds 0,02% 16 NS 30 Aprile 2026 N-PORT
PTLC · Pacer Funds Trust 0,02% 15.577 NS 30 Aprile 2026 N-PORT
SPXE · ProShares Trust 0,02% 398 NS 31 Maggio 2026 N-PORT
XYLD · Global X Funds 0,02% 14.963 NS 30 Aprile 2026 N-PORT
XTR · Global X Funds 0,02% 17 NS 30 Aprile 2026 N-PORT