Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HEALTHPEAK PROPERTIES, INC. | 124,281 | reported | 14 May 2026 | tx 46+1,142,165−392,062 |
| WELLTOWER INC. | 102,550 | reported | 31 Dec 2016 | tx 61+158,140−100,765 |
| Janus Living, Inc. | 100,000 | reported | 23 Mar 2026 | tx 2+125,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GIFT | HEALTHPEAK PROPERTIES, INC. | 60,186 | 0.00 USD | deriv |
| 14 May 2026 | GIFT | HEALTHPEAK PROPERTIES, INC. | 60,186 | 0.00 USD | deriv |
| 23 Mar 2026 | PURCHASE | Janus Living, Inc. | 100,000 | 20.00 USD | |
| 23 Mar 2026 | GRANT_AWARD | Janus Living, Inc. | 25,000 | 0.00 USD | deriv |
| 28 Jan 2026 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 152,067 | — | deriv |
| 28 Jan 2026 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 14,133 | — | deriv |
| 28 Nov 2025 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 1,689 | 14.80 USD | |
| 28 Nov 2025 | TAX_WITHHOLDING | HEALTHPEAK PROPERTIES, INC. | 140 | 18.26 USD | |
| 04 Aug 2025 | PURCHASE | HEALTHPEAK PROPERTIES, INC. | 1,490 | 16.83 USD | |
| 31 Jul 2025 | PURCHASE | HEALTHPEAK PROPERTIES, INC. | 2,930 | 17.06 USD | |
| 28 Jul 2025 | PURCHASE | HEALTHPEAK PROPERTIES, INC. | 2,873 | 17.40 USD | |
| 04 Jun 2025 | GIFT | HEALTHPEAK PROPERTIES, INC. | 64,095 | 0.00 USD | deriv |
| 04 Jun 2025 | GIFT | HEALTHPEAK PROPERTIES, INC. | 64,095 | 0.00 USD | deriv |
| 09 May 2025 | PURCHASE | HEALTHPEAK PROPERTIES, INC. | 2,750 | 17.39 USD | |
| 28 Apr 2025 | PURCHASE | HEALTHPEAK PROPERTIES, INC. | 11,337 | 17.68 USD | first after silence |
| 10 Feb 2025 | TAX_WITHHOLDING | HEALTHPEAK PROPERTIES, INC. | 5,393 | 19.86 USD | |
| 30 Jan 2025 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 44,329 | — | deriv |
| 30 Jan 2025 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 137,532 | — | deriv |
| 12 Feb 2024 | TAX_WITHHOLDING | HEALTHPEAK PROPERTIES, INC. | 4,980 | 17.34 USD | |
| 10 Feb 2024 | TAX_WITHHOLDING | HEALTHPEAK PROPERTIES, INC. | 5,626 | 17.34 USD | |
| 01 Feb 2024 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 90,597 | — | deriv |
| 01 Feb 2024 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 6,790 | — | deriv |
| 02 Mar 2023 | PURCHASE | HEALTHPEAK PROPERTIES, INC. | 16,300 | 23.63 USD | first after silence |
| 15 Feb 2023 | OTHER | HEALTHPEAK PROPERTIES, INC. | 91,200 | — | |
| 15 Feb 2023 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 91,200 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 28 Apr 2025.