Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| APARTMENT INVESTMENT & MANAGEMENT CO | 96,430 | reported | 13 Dec 2020 | tx 94+320,279−234,867 |
| National Storage Affiliates Trust | 11,624 | reported | 16 May 2026 | tx 6+27,951−11,624 |
| Apartment Income REIT Corp. | 0 | reported | 28 Jun 2024 | tx 14+90,021−174,048 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | National Storage Affiliates Trust | 4,703 | 42.53 USD | |
| 16 May 2026 | CONVERSION | National Storage Affiliates Trust | 11,624 | — | deriv |
| 16 May 2026 | CONVERSION | National Storage Affiliates Trust | 11,624 | — | deriv |
| 15 May 2025 | GRANT_AWARD | National Storage Affiliates Trust | 5,779 | 34.61 USD | deriv |
| 28 Jun 2024 | OTHER | Apartment Income REIT Corp. | 28,744 | 39.12 USD | |
| 28 Jun 2024 | OTHER | Apartment Income REIT Corp. | 111,396 | 39.12 USD | |
| 28 Jun 2024 | OTHER | Apartment Income REIT Corp. | 14,808 | — | deriv |
| 16 May 2024 | GRANT_AWARD | National Storage Affiliates Trust | 4,493 | 37.84 USD | deriv |
| 15 Feb 2024 | GRANT_AWARD | National Storage Affiliates Trust | 1,352 | 36.98 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | Apartment Income REIT Corp. | 13,511 | — | |
| 14 Dec 2023 | GIFT | Apartment Income REIT Corp. | 3,100 | — | |
| 30 Jan 2023 | GRANT_AWARD | Apartment Income REIT Corp. | 9,018 | — | |
| 30 Jan 2023 | GRANT_AWARD | Apartment Income REIT Corp. | 12,495 | — | |
| 30 Jan 2023 | GRANT_AWARD | Apartment Income REIT Corp. | 14,808 | — | deriv |
| 01 Feb 2022 | GRANT_AWARD | Apartment Income REIT Corp. | 7,041 | — | |
| 01 Feb 2022 | GRANT_AWARD | Apartment Income REIT Corp. | 7,310 | — | |
| 31 Jan 2022 | SALE | Apartment Income REIT Corp. | 14,347 | 52.22 USD | |
| 31 Jan 2022 | SALE | Apartment Income REIT Corp. | 1,653 | 52.83 USD | |
| 25 Jan 2021 | GRANT_AWARD | Apartment Income REIT Corp. | 16,469 | — | |
| 25 Jan 2021 | GRANT_AWARD | Apartment Income REIT Corp. | 9,369 | — | |
| 13 Dec 2020 | GRANT_AWARD | APARTMENT INVESTMENT & MANAGEMENT CO | 12,073 | — | |
| 20 Feb 2020 | SALE | APARTMENT INVESTMENT & MANAGEMENT CO | 10,000 | 54.77 USD | |
| 31 Jan 2020 | SALE | APARTMENT INVESTMENT & MANAGEMENT CO | 3,656 | 52.90 USD | |
| 30 Jan 2020 | SALE | APARTMENT INVESTMENT & MANAGEMENT CO | 1,048 | 53.22 USD | |
| 22 Mar 2019 | OTHER | APARTMENT INVESTMENT & MANAGEMENT CO | 44 | — |