Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WELLTOWER INC. | 275,980.35 | reported | 06 Feb 2014 | tx 351+1,852,127.036−1,822,560.3 |
| National Storage Affiliates Trust | 46,723 | reported | 27 May 2022 | tx 18+88,906−39,333 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2022 | CONVERSION | National Storage Affiliates Trust | 6,605 | 0.00 USD | deriv |
| 27 May 2022 | CONVERSION | National Storage Affiliates Trust | 6,605 | 0.00 USD | deriv |
| 27 May 2022 | GRANT_AWARD | National Storage Affiliates Trust | 3,664 | 53.46 USD | deriv |
| 28 May 2021 | CONVERSION | National Storage Affiliates Trust | 5,032 | — | deriv |
| 28 May 2021 | CONVERSION | National Storage Affiliates Trust | 5,032 | — | deriv |
| 28 May 2021 | GRANT_AWARD | National Storage Affiliates Trust | 3,726 | 45.63 USD | deriv |
| 24 May 2020 | CONVERSION | National Storage Affiliates Trust | 8,161 | — | deriv |
| 24 May 2020 | CONVERSION | National Storage Affiliates Trust | 8,161 | — | deriv |
| 22 May 2020 | GRANT_AWARD | National Storage Affiliates Trust | 6,605 | 25.74 USD | deriv |
| 23 May 2019 | CONVERSION | National Storage Affiliates Trust | 3,135 | — | deriv |
| 23 May 2019 | GRANT_AWARD | National Storage Affiliates Trust | 5,032 | 29.81 USD | deriv |
| 23 May 2019 | CONVERSION | National Storage Affiliates Trust | 3,135 | — | deriv |
| 24 May 2018 | GRANT_AWARD | National Storage Affiliates Trust | 5,497 | 27.29 USD | deriv |
| 31 May 2017 | GRANT_AWARD | National Storage Affiliates Trust | 2,664 | 24.40 USD | deriv |
| 31 May 2017 | CONVERSION | National Storage Affiliates Trust | 16,400 | — | deriv |
| 31 May 2017 | CONVERSION | National Storage Affiliates Trust | 16,400 | — | deriv |
| 03 Jun 2016 | GRANT_AWARD | National Storage Affiliates Trust | 3,135 | 20.74 USD | deriv |
| 28 Apr 2015 | PURCHASE | National Storage Affiliates Trust | 19,250 | 13.00 USD | |
| 20 Nov 2013 | OTHER | WELLTOWER INC. | 31.3 | 59.33 USD | |
| 20 Feb 2013 | OTHER | WELLTOWER INC. | 29.25 | 61.29 USD | |
| 20 May 2013 | OTHER | WELLTOWER INC. | 24.4 | 74.40 USD | |
| 20 Aug 2013 | OTHER | WELLTOWER INC. | 30.39 | 60.34 USD | |
| 06 Feb 2014 | EXERCISE | WELLTOWER INC. | 32,160 | 0.00 USD | |
| 06 Feb 2014 | TAX_WITHHOLDING | WELLTOWER INC. | 15,340 | 56.28 USD | |
| 06 Feb 2014 | GRANT_AWARD | WELLTOWER INC. | 31,290 | 0.00 USD |