Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KITE REALTY GROUP TRUST | 36,751 | reported | 14 May 2026 | tx 7+36,139 |
| EQUITY LIFESTYLE PROPERTIES INC | 12,217 | reported | 28 Apr 2026 | tx 12+12,536 |
| Duke Energy CORP | 7,681 | reported | 07 May 2026 | tx 5+8,281.6 |
| VECTREN CORP | 0 | reported | 01 Feb 2019 | tx 10+5,721.17−4,416.34 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | KITE REALTY GROUP TRUST | 4,958 | 0.00 USD | |
| 07 May 2026 | GRANT_AWARD | Duke Energy CORP | 1,602 | 124.87 USD | deriv |
| 28 Apr 2026 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 2,316 | 62.60 USD | |
| 28 Apr 2026 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 319 | 62.60 USD | |
| 16 May 2025 | GRANT_AWARD | KITE REALTY GROUP TRUST | 5,611 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | Duke Energy CORP | 1,607 | 121.33 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 2,273 | 63.79 USD | |
| 29 Apr 2025 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 314 | 63.79 USD | |
| 30 May 2024 | GRANT_AWARD | KITE REALTY GROUP TRUST | 6,233 | 0.00 USD | |
| 09 May 2024 | GRANT_AWARD | Duke Energy CORP | 1,698.7 | 103.02 USD | deriv |
| 01 May 2024 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 2,405 | 60.29 USD | |
| 01 May 2024 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 207 | 60.29 USD | |
| 10 May 2023 | GRANT_AWARD | KITE REALTY GROUP TRUST | 6,308 | 0.00 USD | |
| 04 May 2023 | GRANT_AWARD | Duke Energy CORP | 1,783.71 | 98.11 USD | deriv |
| 25 Apr 2023 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 184 | 68.01 USD | |
| 25 Apr 2023 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 1,470 | 68.01 USD | |
| 11 May 2022 | GRANT_AWARD | KITE REALTY GROUP TRUST | 6,494 | 0.00 USD | |
| 05 May 2022 | GRANT_AWARD | Duke Energy CORP | 1,590.19 | 110.05 USD | deriv |
| 26 Apr 2022 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 157 | 79.72 USD | |
| 26 Apr 2022 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 1,254 | 79.72 USD | |
| 12 May 2021 | GRANT_AWARD | KITE REALTY GROUP TRUST | 5,068 | 0.00 USD | |
| 27 Apr 2021 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 182 | 68.74 USD | |
| 27 Apr 2021 | GRANT_AWARD | EQUITY LIFESTYLE PROPERTIES INC | 1,455 | 68.74 USD | |
| 25 Mar 2021 | GRANT_AWARD | KITE REALTY GROUP TRUST | 1,467 | 0.00 USD | |
| 01 Feb 2019 | OTHER | VECTREN CORP | 126.17 | — |