FCPTNYSEReal Estate Investment TrustsFiscal year ends December 31
Four Corners Property Trust, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$21.57−0.42 (-1.91%)
Close on Oct 19, 2026
- Market cap
- $2.37B
- P/E (TTM)
- 19.4
- Dividend yield
- 6.64%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
113M of 110M shares
Institutional holders
349
40 new, 29 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
5 buys · 3 sales
Net bought $593.44K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 9,658,344 | 9.10% | 13G (passive) amendment | Dec 31, 2025 |
| Abigail P. Johnson | 7,108,539 | 6.50% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 6,692,255 | 6.09% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 5,802,823 | 5.28% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 16,597,399 | 16.50% | 13G (passive) amendment | Jun 30, 2025 |
| State Street Corporation | – | 6.36% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FCPT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,975,819 | 18.20% | $490.41M | −9,154 | 0.01% |
| FMR LLC | 7,108,538 | 6.48% | $174.51M | −1,573,640 | 0.01% |
| Vanguard Portfolio Management LLC | 7,100,385 | 6.47% | $174.31M | +448,850 | 0.01% |
| State Street Corp | 6,284,795 | 5.73% | $156.56M | +195,120 | 0.00% |
| Vanguard Capital Management LLC | 4,919,393 | 4.48% | $120.77M | +13,796 | 0.00% |
| Victory Capital Management Inc | 3,811,101 | 3.47% | $93.56M | −115,866 | 0.05% |
| Capital International Investors | 3,400,126 | 3.10% | $83.47M | +93,439 | 0.02% |
| Geode Capital Management, LLC | 3,133,748 | 2.86% | $76.95M | +242,817 | 0.00% |
| Two Sigma Investments, LP | 2,912,537 | 2.65% | $71.50M | −362,434 | 0.05% |
| Lasalle Investment Management Securities LLC | 2,834,942 | 2.58% | $69.60M | +269,208 | 2.48% |
| Earnest Partners LLC | 2,587,236 | 2.36% | $63.52M | −44,647 | 0.23% |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,541,403 | 2.32% | $62.39M | +195,976 | 0.04% |
| Charles Schwab Investment Management Inc | 2,108,690 | 1.92% | $51.77M | +110,530 | 0.01% |
| Westwood Holdings Group Inc | 2,083,209 | 1.90% | $51.14M | −735,736 | 0.39% |
| Goldman Sachs Group Inc | 1,980,841 | 1.80% | $48.63M | +788,423 | 0.00% |
| Hudson Bay Capital Management LP | 1,631,387 | 1.49% | $40.05M | New | 0.11% |
| Nomura Asset Management International Inc. | 1,590,912 | 1.45% | $39.06M | +34,004 | 0.06% |
| Callodine Capital Management, LP | 1,541,807 | 1.40% | $37.85M | −23,800 | 2.47% |
| Dimensional Fund Advisors LP | 1,499,526 | 1.37% | $36.82M | +15,434 | 0.01% |
| Northern Trust Corp | 1,380,196 | 1.26% | $33.88M | +164,724 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 349 | 113M | 100.0% | 40 / 140 | 97 / 29 | 8M | 8M |
| Q1 2026 | 343 | 112M | 100.0% | 48 / 154 | 81 / 27 | 23M | 8M |
| Q4 2025 | 325 | 109M | 99.0% | 45 / 132 | 98 / 32 | 13M | 9M |
| Q3 2025 | 321 | 105M | 95.8% | 29 / 125 | 101 / 36 | 6M | 7M |
| Q2 2025 | 332 | 105M | 96.0% | 36 / 138 | 100 / 25 | 9M | 7M |
| Q1 2025 | 323 | 103M | 93.6% | 50 / 125 | 83 / 29 | 11M | 6M |
| Q4 2024 | 305 | 98M | 89.5% | 40 / 127 | 68 / 25 | 8M | 6M |
| Q3 2024 | 296 | 96M | 87.7% | 50 / 91 | 93 / 14 | 26M | 2M |
| Q2 2024 | 261 | 89M | 81.2% | 24 / 97 | 87 / 17 | 4M | 7M |
| Q1 2024 | 255 | 92M | 83.8% | 16 / 90 | 84 / 26 | 4M | 4M |
| Q4 2023 | 266 | 92M | 84.2% | 42 / 102 | 74 / 34 | 10M | 5M |
| Q3 2023 | 262 | 87M | 79.3% | 29 / 92 | 85 / 28 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FCPT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6,612,804 | 6.02% | $162.34M | 0.15% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 4,175,940 | 3.80% | $106.90M | 0.15% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 3,480,119 | 3.17% | $85.44M | 0.00% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 3,306,687 | 3.01% | $81.18M | 0.09% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,858,260 | 2.60% | $70.17M | 0.08% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 2,400,000 | 2.19% | $58.92M | 1.26% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,259,180 | 1.15% | $30.91M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,237,848 | 1.13% | $31.69M | 0.09% | Jul 31, 2026 |
| Nomura Small Cap Core Fund | 1,156,341 | 1.05% | $28.79M | 0.52% | May 29, 2026 |
| Fidelity Real Estate Equity Central Fund | 1,089,400 | 0.99% | $26.74M | 2.58% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,069,143 | 0.97% | $26.25M | 0.18% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,009,835 | 0.92% | $24.79M | 0.15% | Jun 30, 2026 |
| Fidelity Real Estate Investment Portfolio | 932,405 | 0.85% | $23.87M | 0.70% | Jul 31, 2026 |
| Harbor Small Cap Value Fund | 875,567 | 0.80% | $22.41M | 0.89% | Jul 31, 2026 |
| Fidelity SAI Real Estate Fund | 873,601 | 0.80% | $22.36M | 0.70% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William H. Lenehan | President and CEO, Director | 778,387 | 0.71% | Sep 16, 2026 |
| Patrick L. Wernig | Chief Financial Officer | 150,443 | 0.14% | Sep 16, 2026 |
| James L. Brat | Chief Operations Officer | 137,936 | 0.13% | Sep 16, 2026 |
| Niccole Stewart | Chief Accounting Officer | 22,872 | 0.02% | Sep 16, 2026 |
| Douglas B. Hansen | Director | 91,323 | 0.08% | Sep 16, 2026 |
| Toni S. Steele | Director | 31,596 | 0.03% | Sep 16, 2026 |
| Elizabeth Tennican | Director | 34,459 | 0.03% | Sep 16, 2026 |
| Barbara Angelica Faylona Jesuele | Director | 22,800 | 0.02% | Sep 16, 2026 |
| Charles Jemley | Director | 48,714 | 0.04% | Sep 16, 2026 |
| Michael Lawrence Friedland | Director | 7,079 | 0.01% | Sep 16, 2026 |
| Marran H. Ogilvie | Director | 66,955 | 0.06% | Sep 16, 2026 |
| John S. Moody | Director | 53,821 | 0.05% | Jun 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Douglas B. Hansen Director | Sep 15, 2026 | Other | +41 | – | – | 86,373 |
| James L. Brat Chief Operations Officer | Sep 15, 2026 | Other | +160 | – | – | 137,936 |
| James L. Brat Chief Operations Officer | Sep 15, 2026 | Other | +90 | – | – | 137,776 |
| Charles Jemley Director | Sep 15, 2026 | Other | +245 | – | – | 48,714 |
| Barbara Angelica Faylona Jesuele Director | Sep 15, 2026 | Other | +118 | – | – | 22,800 |
| Toni S. Steele Director | Sep 15, 2026 | Other | +150 | – | – | 31,596 |
| Michael Lawrence Friedland Director | Sep 15, 2026 | Award | +37 | – | – | 7,079 |
| Elizabeth Tennican Director | Sep 15, 2026 | Other | +178 | – | – | 34,459 |
| William H. Lenehan President and CEO, Director | Sep 15, 2026 | Other | +36 | – | – | 778,387 |
| William H. Lenehan President and CEO, Director | Sep 15, 2026 | Other | +687 | – | – | 779,074 |
| Niccole Stewart Chief Accounting Officer | Sep 15, 2026 | Other | +41 | – | – | 22,872 |
| Patrick L. Wernig Chief Financial Officer | Sep 15, 2026 | Other | +143 | – | – | 150,443 |
| Patrick L. Wernig Chief Financial Officer | Sep 15, 2026 | Other | +317 | – | – | 150,300 |
| Marran H. Ogilvie Director | Sep 15, 2026 | Other | +309 | – | – | 66,955 |
| Elizabeth Tennican Director | Aug 17, 2026 | Other | +166 | – | – | 34,281 |
| James L. Brat Chief Operations Officer | Aug 17, 2026 | Other | +150 | – | – | 137,686 |
| James L. Brat Chief Operations Officer | Aug 17, 2026 | Other | +84 | – | – | 137,536 |
| Toni S. Steele Director | Aug 17, 2026 | Other | +140 | – | – | 31,446 |
| Douglas B. Hansen Director | Aug 17, 2026 | Other | +38 | – | – | 86,332 |
| Niccole Stewart Chief Accounting Officer | Aug 17, 2026 | Other | +38 | – | – | 22,831 |
| Marran H. Ogilvie Director | Aug 17, 2026 | Other | +288 | – | – | 66,646 |
| Patrick L. Wernig Chief Financial Officer | Aug 17, 2026 | Other | +133 | – | – | 149,983 |
| Patrick L. Wernig Chief Financial Officer | Aug 17, 2026 | Other | +296 | – | – | 149,850 |
| Michael Lawrence Friedland Director | Aug 17, 2026 | Award | +34 | – | – | 7,042 |
| Charles Jemley Director | Aug 17, 2026 | Other | +229 | – | – | 48,469 |
| William H. Lenehan President and CEO, Director | Aug 17, 2026 | Other | +33 | – | – | 777,710 |
| William H. Lenehan President and CEO, Director | Aug 17, 2026 | Other | +641 | – | – | 778,351 |
| Barbara Angelica Faylona Jesuele Director | Aug 17, 2026 | Other | +110 | – | – | 22,682 |
| William H. Lenehan President and CEO, Director | Jul 15, 2026 | Other | +1,883 | – | – | 777,677 |
| William H. Lenehan President and CEO, Director | Jul 15, 2026 | Other | +98 | – | – | 775,794 |
| Elizabeth Tennican Director | Jul 15, 2026 | Other | +489 | – | – | 34,115 |
| Douglas B. Hansen Director | Jul 15, 2026 | Other | +112 | – | – | 86,294 |
| Niccole Stewart Chief Accounting Officer | Jul 15, 2026 | Other | +113 | – | – | 22,793 |
| Michael Lawrence Friedland Director | Jul 15, 2026 | Other | +100 | – | – | 7,008 |
| Charles Jemley Director | Jul 15, 2026 | Other | +672 | – | – | 48,240 |
| James L. Brat Chief Operations Officer | Jul 15, 2026 | Other | +246 | – | – | 137,013 |
| James L. Brat Chief Operations Officer | Jul 15, 2026 | Other | +439 | – | – | 137,452 |
| Toni S. Steele Director | Jul 15, 2026 | Other | +410 | – | – | 31,306 |
| Marran H. Ogilvie Director | Jul 15, 2026 | Other | +847 | – | – | 66,358 |
| Patrick L. Wernig Chief Financial Officer | Jul 15, 2026 | Other | +869 | – | – | 149,162 |
| Patrick L. Wernig Chief Financial Officer | Jul 15, 2026 | Other | +392 | – | – | 149,554 |
| Barbara Angelica Faylona Jesuele Director | Jul 15, 2026 | Other | +323 | – | – | 22,572 |
| Michael Lawrence Friedland Director | Jun 30, 2026 | Award | +713 | – | – | 6,908 |
| Marran H. Ogilvie Director | Jun 4, 2026 | Award | +5,222 | – | – | 65,511 |
| Toni S. Steele Director | Jun 4, 2026 | Award | +5,222 | – | – | 30,896 |
| Charles Jemley Director | Jun 4, 2026 | Award | +5,222 | – | – | 47,568 |
| Barbara Angelica Faylona Jesuele Director | Jun 4, 2026 | Award | +5,222 | – | – | 22,249 |
| Elizabeth Tennican Director | Jun 4, 2026 | Award | +5,222 | – | – | 33,626 |
| Douglas B. Hansen Director | Jun 4, 2026 | Award | +7,728 | – | – | 86,182 |
| Michael Lawrence Friedland Director | Jun 4, 2026 | Award | +5,222 | – | – | 6,195 |
| William H. Lenehan President and CEO, Director | May 5, 2026 | Buy | +3,961 | $25.23 | $99.94K | 775,696 |
| Michael Lawrence Friedland Director | Apr 15, 2026 | Other | +14 | – | – | 973 |
| Toni S. Steele Director | Apr 15, 2026 | Other | +331 | – | – | 25,674 |
| Charles Jemley Director | Apr 15, 2026 | Other | +592 | – | – | 42,346 |
| William H. Lenehan President and CEO, Director | Apr 15, 2026 | Other | +1,868 | – | – | 771,735 |
| William H. Lenehan President and CEO, Director | Apr 15, 2026 | Other | +98 | – | – | 769,867 |
| Niccole Stewart Chief Accounting Officer | Apr 15, 2026 | Other | +112 | – | – | 22,680 |
| Elizabeth Tennican Director | Apr 15, 2026 | Other | +409 | – | – | 28,404 |
| Barbara Angelica Faylona Jesuele Director | Apr 15, 2026 | Other | +245 | – | – | 17,027 |
| Douglas B. Hansen Director | Apr 15, 2026 | Other | +104 | – | – | 78,454 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| S. Moody John Director | Jun 9, 2025 | 7,667 | $210.00K | Jun 9, 2025 | Acquired as compensation -- Restricted Stock Units |
| John S. Moody Mr. Director | Jun 12, 2024 | 7,230 | $172.72K | Jun 12, 2024 | Acquired as compensation -- Restricted Stock Units |
| Moody John Director | Jun 15, 2023 | 7,200 | $189.79K | Jun 15, 2023 | Acquired as Compensation -- Restricted Stock Units |