Four Corners Property Trust, Inc. (FCPT) shareholders
FCPTNYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 11/307% below fair value
$23.32+0.25 (+1.08%)
Close on Nov 13, 2026Market cap $2.56BP/E 21.4Yield 6.14%
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
6 buys · 2 sales
Net bought $942.63K
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 19,290,597 | 17.60% | 13G (passive) amendment | Sep 30, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (7.90%) | 8,649,697 | 7.90% | 13G (passive) amendment | Mar 31, 2026 |
| Abigail P. Johnson Joint filing with FMR LLC (6.50%) | 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 |
| 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)
281 funds held FCPT in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 796,325 | 0.73% | Nov 13, 2026 |
| Patrick L. Wernig | Chief Financial Officer | 150,941 | 0.14% | Oct 16, 2026 |
| James L. Brat | Chief Operations Officer | 138,207 | 0.13% | Oct 16, 2026 |
| Niccole Stewart | Chief Accounting Officer | 22,916 | 0.02% | Oct 16, 2026 |
| Douglas B. Hansen | Director | 91,367 | 0.08% | Oct 16, 2026 |
| Toni S. Steele | Director | 31,758 | 0.03% | Oct 16, 2026 |
| Elizabeth Tennican | Director | 34,653 | 0.03% | Oct 16, 2026 |
| Barbara Angelica Faylona Jesuele | Director | 22,928 | 0.02% | Oct 16, 2026 |
| Charles Jemley | Director | 48,980 | 0.04% | Oct 16, 2026 |
| Michael Lawrence Friedland | Director | 7,941 | 0.01% | Oct 16, 2026 |
| Marran H. Ogilvie | Director | 67,290 | 0.06% | Oct 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 |
|---|---|---|---|---|---|---|
| William H. Lenehan President and CEO, Director | Nov 13, 2026 | Buy | +6,468 | $23.19 | $149.99K | 796,325 |
| William H. Lenehan President and CEO, Director | Nov 2, 2026 | Buy | +10,000 | $22.61 | $226.07K | 789,857 |
| Marran H. Ogilvie Director | Oct 15, 2026 | Other | +335 | – | – | 67,290 |
| Barbara Angelica Faylona Jesuele Director | Oct 15, 2026 | Other | +128 | – | – | 22,928 |
| Douglas B. Hansen Director | Oct 15, 2026 | Other | +44 | – | – | 86,417 |
| Niccole Stewart Chief Accounting Officer | Oct 15, 2026 | Other | +44 | – | – | 22,916 |
| Patrick L. Wernig Chief Financial Officer | Oct 15, 2026 | Other | +155 | – | – | 150,941 |
| Patrick L. Wernig Chief Financial Officer | Oct 15, 2026 | Other | +343 | – | – | 150,786 |
| Elizabeth Tennican Director | Oct 15, 2026 | Other | +194 | – | – | 34,653 |
| Toni S. Steele Director | Oct 15, 2026 | Other | +162 | – | – | 31,758 |
| Michael Lawrence Friedland Director | Oct 15, 2026 | Other | +44 | – | – | 7,941 |
| Charles Jemley Director | Oct 15, 2026 | Other | +266 | – | – | 48,980 |
| William H. Lenehan President and CEO, Director | Oct 15, 2026 | Other | +744 | – | – | 779,857 |
| William H. Lenehan President and CEO, Director | Oct 15, 2026 | Other | +39 | – | – | 779,113 |
| James L. Brat Chief Operations Officer | Oct 15, 2026 | Other | +174 | – | – | 138,207 |
| James L. Brat Chief Operations Officer | Oct 15, 2026 | Other | +97 | – | – | 138,033 |
| Michael Lawrence Friedland Director | Oct 14, 2026 | Award | +818 | – | – | 7,897 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.28%
4M shares short
Days to cover
3.0
At 1M shares a day
Change since last report
-3.2%
From 4M shares
Short volume, 20 days
59.2%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Four Corners Property Trust's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,615 shares on Aug 31, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| John S. Moody Director | Jun 9, 2025 | 7,667 | $210.00K | Jun 9, 2025 | Acquired as compensation -- Restricted Stock Units |
| John S. Moody Director | Jun 12, 2024 | 7,230 | $172.72K | Jun 12, 2024 | Acquired as compensation -- Restricted Stock Units |
| John S. Moody Director | Jun 15, 2023 | 7,200 | $189.79K | Jun 15, 2023 | Acquired as Compensation -- Restricted Stock Units |
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