CubeSmart (CUBE) Stock Insights
CUBE$40.67+0.34 +0.84%
$9.21B
Market Cap
27.62
P/E
26.28
Forward P/E
38
Score
CubeSmart (CUBE) Stock Insights
CUBE price $40.67 +0.34 +0.84%
- Ticker
- CUBE
- Price
- $40.67
- Change
- +0.34 +0.84%
- Market cap ?
- $9.21B
- P/E ?
- 27.62
- Forward P/E ?
- 26.28
- Dividend yield ?
- 5.26%
- Beta ?
- 1.04
- Sector
- Real Estate
- Industry
- REIT - Industrial
- Stocklytics score
- 38
- Value
- 34
- Quality
- 44
- Growth
- 35
Stocklytics score rationale: value 34, quality 44, growth 35.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 510039000 | 558943000 | 597944000 | 655037000 | 679355000 | 822564000 | 1009624000 | 1050334000 | 1066231000 | 1123110000 |
CubeSmart functions as an independent real estate investment trust (REIT), overseeing both its administration and management. The company's self-storage facilities deliver secure, convenient, and budget-friendly storage options for both private individuals and commercial entities. According to data from the 2020 Self-Storage Almanac, CubeSmart ranks among the top three owners and operators of self-storage properties…
Fair value
CUBE fair value $28.77. Price $40.67. Price is 41% above fair value.
Above fair value, and more expensive than usual. A larger premium than on 80% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 562.33M. Growth 4.57%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.04% (beta 1.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 226.36M. Net debt 3.53B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 0.41 | — | 287.28M |
| 2026-07-30 | 0.39 | 0.36 | 286.49M | 281.12M |
| 2026-04-30 | 0.36 | 0.35 | 281.93M | 275.25M |
| 2026-02-26 | 0.34 | 0.37 | 282.71M | 276.52M |
| 2025-10-30 | 0.36 | 0.38 | 285.08M | 280.46M |
| 2025-07-31 | 0.36 | 0.38 | 282.30M | 273.96M |
| 2025-05-01 | 0.39 | 0.39 | 273.04M | 263.54M |
| 2025-02-27 | 0.45 | 0.45 | 267.72M | 265.37M |
| 2024-10-31 | 0.44 | 0.45 | 270.89M | 267.49M |
| 2024-08-01 | 0.41 | 0.42 | 266.21M | 260.68M |
| 2024-04-26 | 0.42 | 0.42 | 261.41M | 253.91M |
| 2024-03-01 | 0.50 | 0.45 | 265.12M | 260.44M |
| 2023-11-03 | 0.45 | 0.44 | 267.88M | 264.42M |
| 2023-08-04 | 0.43 | 0.42 | 260.81M | 261.50M |
| 2023-04-28 | 0.43 | 0.33 | 256.53M | 257.20M |
| 2023-02-23 | 0.67 | 0.66 | 200.71M | 252.41M |
| 2022-10-27 | 0.50 | 0.28 | 261.41M | 248.88M |
| 2022-08-04 | 0.26 | 0.25 | 248.66M | 234.87M |
| 2022-04-28 | 0.17 | 0.24 | 238.56M | 224.74M |
| 2022-02-24 | 0.58 | 0.25 | 221.91M | 212.71M |
| 2021-11-04 | 0.43 | 0.27 | 213.38M | 202.35M |
| 2021-07-29 | 0.50 | 0.47 | 199.70M | 192.14M |
| 2021-04-29 | 0.21 | 0.25 | 189.28M | 178.79M |
| 2021-02-25 | 0.22 | 0.20 | 179.18M | 160.91M |
| 2020-11-05 | 0.24 | 0.20 | 172.47M | 136.57M |
| 2020-08-06 | 0.20 | 0.19 | 163.62M | 155.61M |
| 2020-05-07 | 0.20 | 0.19 | 164.08M | 155.88M |
| 2020-02-20 | 0.22 | 0.19 | 165.66M | 142.94M |
| 2019-10-24 | 0.22 | 0.22 | 166.55M | 166.55M |
| 2019-07-25 | 0.26 | 0.21 | 159.02M | 128.44M |
| 2019-04-25 | 0.19 | 0.19 | 152.84M | 152.84M |
| 2019-02-21 | 0.42 | 0.24 | 153.88M | 169.27M |
| 2018-10-25 | 0.23 | 0.22 | 153.37M | 146.70M |
| 2018-07-26 | 0.21 | 0.23 | 147.81M | 154.84M |
| 2018-04-26 | 0.19 | 0.19 | 142.88M | 142.90M |
| 2018-02-15 | 0.22 | 0.20 | 143.48M | 130.45M |
| 2017-10-26 | 0.21 | 0.20 | 143.87M | 137.05M |
| 2017-07-27 | 0.18 | 0.17 | 138.56M | 130.90M |
| 2017-04-27 | 0.14 | 0.13 | 133.04M | 123.50M |
| 2017-02-16 | 0.13 | 0.13 | 132.55M | 132.50M |
Dividends
Yield 5.21%. Payout ratio 143.62%. Frequency Quarterly.
Safety score 60/100 · Moderate. Payout ratio is 144% of earnings, above what earnings cover. Dividends use most of free cash flow. Dividends were paid in 22 separate years. Yield is 5.2%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-10-01 | $0.53 | 2026-10-01 | 2026-10-15 | Quarterly |
| 2026-07-01 | $0.53 | 2026-07-01 | 2026-07-15 | Quarterly |
| 2026-04-01 | $0.53 | 2026-04-01 | 2026-04-15 | Irregular |
| 2026-01-02 | $0.53 | 2026-01-02 | 2026-01-16 | Quarterly |
| 2025-10-01 | $0.52 | 2025-10-01 | 2025-10-15 | Quarterly |
| 2025-07-01 | $0.52 | 2025-07-01 | 2025-07-15 | Quarterly |
| 2025-04-01 | $0.52 | 2025-04-01 | 2025-04-15 | Irregular |
| 2025-01-02 | $0.52 | 2025-01-02 | 2025-01-16 | Quarterly |
| 2024-10-01 | $0.51 | 2024-10-01 | 2024-10-15 | Quarterly |
| 2024-07-01 | $0.51 | 2024-07-01 | 2024-07-15 | Quarterly |
| 2024-03-28 | $0.51 | 2024-04-01 | 2024-04-15 | Quarterly |
| 2023-12-29 | $0.51 | 2024-01-02 | 2024-01-16 | Quarterly |
| 2023-09-29 | $0.49 | 2023-10-02 | 2023-10-16 | Quarterly |
| 2023-06-30 | $0.49 | 2023-07-03 | 2023-07-17 | Quarterly |
| 2023-03-31 | $0.49 | 2023-04-03 | 2023-04-17 | Quarterly |
| 2022-12-30 | $0.49 | 2023-01-03 | 2023-01-17 | Quarterly |
| 2022-09-30 | $0.43 | 2022-10-03 | 2022-10-17 | Quarterly |
| 2022-06-30 | $0.43 | 2022-07-01 | 2022-07-15 | Quarterly |
| 2022-03-31 | $0.43 | 2022-04-01 | 2022-04-18 | Quarterly |
| 2021-12-31 | $0.43 | 2022-01-03 | 2022-01-18 | Quarterly |
| 2021-09-30 | $0.34 | 2021-10-01 | 2021-10-15 | Quarterly |
| 2021-06-30 | $0.34 | 2021-07-01 | 2021-07-15 | Quarterly |
| 2021-03-31 | $0.34 | 2021-04-01 | 2021-04-15 | Quarterly |
| 2020-12-31 | $0.34 | 2021-01-04 | 2021-01-15 | Quarterly |
| 2020-09-30 | $0.33 | 2020-10-01 | 2020-10-15 | Quarterly |
| 2020-06-30 | $0.33 | 2020-07-01 | 2020-07-15 | Quarterly |
| 2020-03-31 | $0.33 | 2020-04-01 | 2020-04-15 | Quarterly |
| 2019-12-31 | $0.33 | 2020-01-02 | 2020-01-15 | Quarterly |
| 2019-09-30 | $0.32 | 2019-10-01 | 2019-10-15 | Quarterly |
| 2019-06-28 | $0.32 | 2019-07-01 | 2019-07-15 | Quarterly |
| 2019-03-29 | $0.32 | 2019-04-01 | 2019-04-15 | Quarterly |
| 2018-12-31 | $0.32 | 2019-01-02 | 2019-01-15 | Quarterly |
| 2018-09-28 | $0.30 | 2018-10-01 | 2018-10-15 | Quarterly |
| 2018-06-29 | $0.30 | 2018-07-02 | 2018-07-16 | Quarterly |
| 2018-03-29 | $0.30 | 2018-04-02 | 2018-04-16 | Quarterly |
| 2017-12-29 | $0.30 | 2018-01-02 | 2018-01-16 | Quarterly |
| 2017-09-29 | $0.27 | 2017-10-02 | 2017-10-16 | Quarterly |
| 2017-06-29 | $0.27 | 2017-07-03 | 2017-07-17 | Quarterly |
| 2017-03-30 | $0.27 | 2017-04-03 | 2017-04-17 | Quarterly |
| 2016-12-29 | $0.27 | 2017-01-03 | 2017-01-17 | Quarterly |
| 2016-09-29 | $0.21 | 2016-10-03 | 2016-10-17 | Quarterly |
| 2016-06-29 | $0.21 | 2016-07-01 | 2016-07-15 | Quarterly |
| 2016-03-30 | $0.21 | 2016-04-01 | 2016-04-15 | Quarterly |
| 2015-12-30 | $0.21 | 2016-01-04 | 2016-01-15 | Quarterly |
| 2015-09-29 | $0.16 | 2015-10-01 | 2015-10-15 | Quarterly |
| 2015-06-29 | $0.16 | 2015-07-01 | 2015-07-15 | Quarterly |
| 2015-03-30 | $0.16 | 2015-04-01 | 2015-04-15 | Quarterly |
| 2014-12-30 | $0.16 | 2015-01-02 | 2015-01-15 | Quarterly |
| 2014-09-29 | $0.13 | 2014-10-01 | 2014-10-15 | Quarterly |
| 2014-06-27 | $0.13 | 2014-07-01 | 2014-07-15 | Quarterly |
| 2014-03-28 | $0.13 | 2014-04-01 | 2014-04-15 | Quarterly |
| 2013-12-30 | $0.13 | 2014-01-02 | 2014-01-15 | Quarterly |
| 2013-09-27 | $0.11 | 2013-10-01 | 2013-10-15 | Quarterly |
| 2013-06-27 | $0.11 | 2013-07-01 | 2013-07-15 | Quarterly |
| 2013-03-27 | $0.11 | 2013-04-01 | 2013-04-15 | Quarterly |
| 2012-12-28 | $0.11 | 2013-01-02 | 2013-01-15 | Quarterly |
| 2012-12-28 | $0.11 | 2013-01-02 | 2013-01-15 | Irregular |
| 2012-09-27 | $0.08 | 2012-10-01 | 2012-10-15 | Quarterly |
| 2012-06-28 | $0.08 | 2012-07-02 | 2012-07-16 | Irregular |
| 2012-04-03 | $0.08 | 2012-04-05 | 2012-04-16 | Quarterly |
| 2012-01-03 | $0.08 | 2012-01-05 | 2012-01-15 | Quarterly |
| 2011-10-05 | $0.07 | 2011-10-07 | 2011-10-21 | Quarterly |
| 2011-07-05 | $0.07 | 2011-07-07 | 2011-07-22 | Quarterly |
| 2011-04-05 | $0.07 | 2011-04-07 | 2011-04-22 | Quarterly |
| 2011-01-05 | $0.07 | 2011-01-07 | 2011-01-21 | Quarterly |
| 2010-10-05 | $0.03 | 2010-10-07 | 2010-10-22 | Quarterly |
| 2010-07-02 | $0.03 | 2010-07-07 | 2010-07-22 | Quarterly |
| 2010-04-05 | $0.03 | 2010-04-07 | 2010-04-22 | Quarterly |
| 2010-01-05 | $0.03 | 2010-01-07 | 2010-01-22 | Quarterly |
| 2009-10-05 | $0.03 | 2009-10-07 | 2009-10-22 | Quarterly |
| 2009-07-02 | $0.03 | 2009-07-07 | 2009-07-22 | Quarterly |
| 2009-04-03 | $0.03 | 2009-04-07 | 2009-04-22 | Quarterly |
| 2009-01-05 | $0.03 | 2009-01-07 | 2009-01-22 | Quarterly |
| 2008-10-03 | $0.18 | 2008-10-07 | 2008-10-22 | Quarterly |
| 2008-07-02 | $0.18 | 2008-07-07 | 2008-07-22 | Quarterly |
| 2008-04-03 | $0.18 | 2008-04-07 | 2008-04-22 | Quarterly |
| 2008-01-03 | $0.18 | 2008-01-07 | 2008-01-22 | Quarterly |
| 2007-10-04 | $0.29 | 2007-10-09 | 2007-10-26 | Quarterly |
| 2007-07-05 | $0.29 | 2007-07-09 | 2007-07-24 | Quarterly |
| 2007-04-04 | $0.29 | 2007-04-09 | 2007-04-24 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-15 | Schulte Jennifer | Buy | 14 | $38.56 | 531 |
| 2026-10-15 | MARTIN TIMOTHY M | Buy | 320 | $38.56 | 12.34K |
| 2026-10-15 | MARR CHRISTOPHER P | Buy | 83 | $38.56 | 3.20K |
| 2026-07-15 | MARTIN TIMOTHY M | Buy | 301 | $40.46 | 12.18K |
| 2026-07-15 | MARR CHRISTOPHER P | Buy | 78 | $40.46 | 3.16K |
| 2026-07-15 | Schulte Jennifer | Buy | 13 | $40.46 | 524 |
| 2026-06-10 | MARR CHRISTOPHER P | Buy | 108.93K | $26.30 | 2.86M |
| 2026-06-10 | MARR CHRISTOPHER P | Sell | 108.93K | $42.24 | 4.60M |
| 2026-06-10 | MARR CHRISTOPHER P | Sell | 108.93K | $26.30 | 2.86M |
| 2026-05-19 | ROGATZ JEFFREY F | Buy | 4.04K | — | — |
| 2026-05-19 | Weber Jennie | Buy | 4.04K | — | — |
| 2026-05-19 | REMONDI JOHN F | Buy | 4.04K | — | — |
| 2026-05-19 | Lynch Jair K | Buy | 4.04K | — | — |
| 2026-05-19 | Dowling Dororthy | Buy | 4.04K | — | — |
| 2026-05-19 | Connor Martin P. | Buy | 4.04K | — | — |
| 2026-05-19 | Chin Jit Kee | Buy | 4.04K | — | — |
| 2026-05-19 | Bussani Piero | Buy | 4.04K | — | — |
| 2026-05-19 | Weber Jennie | Other | 0 | — | — |
| 2026-05-19 | Connor Martin P. | Other | 0 | — | — |
| 2026-04-15 | Schulte Jennifer | Buy | 13 | — | — |
| 2026-04-15 | MARTIN TIMOTHY M | Buy | 308 | — | — |
| 2026-04-15 | MARR CHRISTOPHER P | Buy | 80 | — | — |
| 2026-03-03 | Foster Jeffrey P | Buy | 23.15K | $26.30 | 608.79K |
| 2026-03-03 | Foster Jeffrey P | Sell | 23.15K | $41.02 | 949.42K |
| 2026-03-03 | Foster Jeffrey P | Sell | 23.15K | $26.30 | 608.79K |
| 2026-01-31 | MARR CHRISTOPHER P | Sell | 39.37K | $37.53 | 1.48M |
| 2026-01-16 | MARR CHRISTOPHER P | Buy | 78 | — | — |
| 2026-01-16 | MARTIN TIMOTHY M | Buy | 299 | — | — |
| 2026-01-16 | Schulte Jennifer | Buy | 13 | — | — |
| 2026-01-01 | DeNarie Matthew D | Buy | 1.35K | $36.05 | 48.70K |
| 2026-01-01 | DeNarie Matthew D | Buy | 2.63K | — | — |
| 2026-01-01 | DeNarie Matthew D | Buy | 13.01K | $36.05 | 469.15K |
| 2026-01-01 | Foster Jeffrey P | Buy | 3.51K | $36.05 | 126.68K |
| 2026-01-01 | Foster Jeffrey P | Buy | 8.55K | — | — |
| 2026-01-01 | Foster Jeffrey P | Buy | 42.24K | $36.05 | 1.52M |
| 2026-01-01 | MARR CHRISTOPHER P | Buy | 17.01K | — | — |
| 2026-01-01 | MARR CHRISTOPHER P | Sell | 5.42K | $36.05 | 195.57K |
| 2026-01-01 | MARR CHRISTOPHER P | Buy | 22.17K | $36.05 | 799.16K |
| 2026-01-01 | MARR CHRISTOPHER P | Buy | 34.03K | — | — |
| 2026-01-01 | MARTIN TIMOTHY M | Buy | 8.38K | $36.05 | 302.14K |
| 2026-01-01 | MARTIN TIMOTHY M | Buy | 17.80K | — | — |
| 2026-01-01 | MARR CHRISTOPHER P | Buy | 252.06K | $36.05 | 9.09M |
| 2026-01-01 | MARTIN TIMOTHY M | Buy | 87.90K | $36.05 | 3.17M |
| 2026-01-01 | Schulte Jennifer | Buy | 21.69K | $36.05 | 781.89K |
| 2026-01-01 | Schulte Jennifer | Buy | 1.84K | $36.05 | 66.30K |
| 2026-01-01 | Schulte Jennifer | Buy | 4.39K | — | — |
| 2026-01-01 | Schulte Jennifer | Sell | 1.85K | $36.05 | 66.76K |
| 2025-12-15 | MARR CHRISTOPHER P | Sell | 679 | $36.55 | 24.81K |
| 2025-12-12 | MARR CHRISTOPHER P | Buy | 87.60K | $30.32 | 2.66M |
| 2025-12-12 | MARR CHRISTOPHER P | Sell | 46.92K | $36.55 | 1.72M |
| 2025-12-12 | MARR CHRISTOPHER P | Sell | 87.60K | $30.32 | 2.66M |
| 2025-12-12 | MARTIN TIMOTHY M | Buy | 29.57K | $30.32 | 896.44K |
| 2025-12-12 | MARTIN TIMOTHY M | Sell | 29.57K | $30.32 | 896.44K |
| 2025-10-15 | Schulte Jennifer | Buy | 12 | — | — |
| 2025-10-15 | MARTIN TIMOTHY M | Buy | 279 | — | — |
| 2025-10-15 | MARR CHRISTOPHER P | Buy | 73 | — | — |
| 2025-08-12 | MARR CHRISTOPHER P | Sell | 10.13K | — | — |
| 2025-07-15 | Schulte Jennifer | Buy | 12 | — | — |
| 2025-07-15 | MARR CHRISTOPHER P | Buy | 71 | — | — |
| 2025-07-15 | MARTIN TIMOTHY M | Buy | 275 | — | — |
| 2025-05-20 | RATNERSALZBERG DEBORAH | Buy | 2.96K | — | — |
| 2025-05-20 | ROGATZ JEFFREY F | Buy | 2.96K | — | — |
| 2025-05-20 | REMONDI JOHN F | Buy | 2.96K | — | — |
| 2025-05-20 | Lynch Jair K | Buy | 2.96K | — | — |
| 2025-05-20 | FAIN JOHN W | Buy | 2.96K | — | — |
| 2025-05-20 | Dowling Dororthy | Buy | 2.96K | — | — |
| 2025-05-20 | Chin Jit Kee | Buy | 2.96K | — | — |
| 2025-05-20 | Bussani Piero | Buy | 2.96K | — | — |
| 2025-05-05 | Foster Jeffrey P | Buy | 18.62K | $30.32 | 564.44K |
| 2025-05-05 | Foster Jeffrey P | Sell | 18.62K | $42.17 | 784.99K |
| 2025-05-05 | Foster Jeffrey P | Sell | 18.62K | $30.32 | 564.44K |
| 2025-04-15 | Schulte Jennifer | Buy | 13 | — | — |
| 2025-04-15 | MARTIN TIMOTHY M | Buy | 290 | — | — |
| 2025-04-15 | MARR CHRISTOPHER P | Buy | 75 | — | — |
| 2025-03-11 | MARR CHRISTOPHER P | Sell | 53.30K | $42.44 | 2.26M |
| 2025-01-31 | Keaton Joel D | Sell | 6.09K | $41.70 | 254.04K |
| 2025-01-31 | MARR CHRISTOPHER P | Sell | 44.76K | $41.70 | 1.87M |
| 2025-01-16 | Schulte Jennifer | Buy | 11 | — | — |
| 2025-01-16 | MARTIN TIMOTHY M | Buy | 266 | — | — |
| 2025-01-16 | MARR CHRISTOPHER P | Buy | 69 | — | — |
| 2025-01-01 | Schulte Jennifer | Buy | 17.29K | $42.85 | 740.66K |
| 2025-01-01 | Schulte Jennifer | Buy | 615 | — | — |
| 2025-01-01 | Schulte Jennifer | Buy | 616 | — | — |
| 2025-01-01 | Schulte Jennifer | Buy | 1.46K | $42.85 | 62.35K |
| 2025-01-01 | Schulte Jennifer | Sell | 1.64K | $42.85 | 70.45K |
| 2025-01-01 | Schulte Jennifer | Buy | 2.46K | — | — |
| 2025-01-01 | MARTIN TIMOTHY M | Buy | 7.27K | $42.85 | 311.61K |
| 2025-01-01 | MARTIN TIMOTHY M | Buy | 14.97K | — | — |
| 2025-01-01 | MARTIN TIMOTHY M | Buy | 70.05K | $42.85 | 3.00M |
| 2025-01-01 | MARR CHRISTOPHER P | Buy | 14.31K | — | — |
| 2025-01-01 | MARR CHRISTOPHER P | Sell | 5.37K | $42.85 | 230.28K |
| 2025-01-01 | MARR CHRISTOPHER P | Buy | 24.85K | $42.85 | 1.06M |
| 2025-01-01 | MARR CHRISTOPHER P | Buy | 28.63K | — | — |
| 2025-01-01 | MARR CHRISTOPHER P | Buy | 200.87K | $42.85 | 8.61M |
| 2025-01-01 | Keaton Joel D | Buy | 4.37K | $42.85 | 187.04K |
| 2025-01-01 | Keaton Joel D | Sell | 1.89K | $42.85 | 80.86K |
| 2025-01-01 | Keaton Joel D | Sell | 3.21K | $42.85 | 137.68K |
| 2025-01-01 | Foster Jeffrey P | Buy | 3.33K | $42.85 | 142.86K |
| 2025-01-01 | Foster Jeffrey P | Buy | 7.20K | — | — |
| 2025-01-01 | Foster Jeffrey P | Buy | 33.66K | $42.85 | 1.44M |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 528, holders +37 vs prior quarter. Ownership 103.06%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 33.92M | 707.39K | +2.13% | 1.35B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.50M | 61.97K | +0.32% | 775.32M |
| NORGES BANK | 12.24M | 12.24M | New | 486.64M |
| STATE STREET CORP | 11.04M | -157.10K | -1.40% | 438.97M |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.24M | -3.85K | -0.04% | 407.28M |
| FMR LLC | 7.52M | 112.09K | +1.51% | 298.89M |
| AQR CAPITAL MANAGEMENT LLC | 7.28M | 5.14M | +239.49% | 289.51M |
| CANADA PENSION PLAN INVESTMENT BOARD | 7.25M | -11.20K | -0.15% | 288.51M |
| COHEN & STEERS, INC. | 7.23M | 7.23M | New | 287.40M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7.03M | -561.37K | -7.39% | 279.60M |
| GEODE CAPITAL MANAGEMENT, LLC | 4.77M | 13.21K | +0.28% | 189.65M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.76M | 173.98K | +4.85% | 149.63M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 3.76M | 3.76M | New | 149.63M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 3.36M | 264.99K | +8.56% | 133.60M |
| DIMENSIONAL FUND ADVISORS LP | 3.35M | -2.50K | -0.07% | 133.33M |
| NORTHERN TRUST CORP | 3.35M | 15.97K | +0.48% | 133.15M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3.24M | 501.82K | +18.33% | 128.83M |
| JPMORGAN CHASE & CO | 2.75M | -1.06M | -27.77% | 112.15M |
| MILLENNIUM MANAGEMENT LLC | 2.69M | -499.84K | -15.65% | 107.11M |
| DAIWA SECURITIES GROUP INC. | 2.45M | 2.45M | New | 97.43M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.42M | 1.59M | +191.38% | 96.31M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.38M | -1.68M | -41.43% | 94.62M |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 2.34M | 1.05M | +81.49% | 93.20M |
| AEW CAPITAL MANAGEMENT L P | 2.29M | 170.98K | +8.06% | 91.18M |
| ALLIANCEBERNSTEIN L.P. | 2.28M | -181.49K | -7.38% | 83.47M |
Insights
- Revenue by product
| Period | Value |
|---|---|
| FY2019 | Management Service: 23953000.0, Real Estate Other: 67558000.0 |
| FY2020 | Management Service: 27445000.0, Real Estate Other: 70723000.0 |
| FY2021 | Other Property Related Income: 83605000.0, Property Management Fee Income: 31208000.0 |
| FY2022 | Other Property Related Income: 96166000.0, Property Management Fee Income: 34169000.0 |
| FY2023 | Other Property Related Income: 101793000.0, Property Management Fee Income: 36542000.0 |
| FY2024 | Other Property Related Income: 113646000.0, Property Management Fee Income: 41424000.0 |
| FY2025 | Other Property Related Income: 126219000.0, Property Management Fee Income: 40244000.0 |
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