Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JBG SMITH Properties | 20,000 | reported | 30 Oct 2025 | tx 16+150,852−30,000 |
| American Healthcare REIT, Inc. | 18,895 | reported | 25 Jun 2025 | tx 7+29,164−4,836 |
| ESSENTIAL PROPERTIES REALTY TRUST, INC. | 3,837 | reported | 13 May 2026 | tx 13+106,440 |
| WELLTOWER INC. | 2,991 | reported | 13 Apr 2017 | tx 161+481,283−310,877 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | ESSENTIAL PROPERTIES REALTY TRUST, INC. | 3,837 | 0.00 USD | deriv |
| 30 Oct 2025 | SALE | JBG SMITH Properties | 10,000 | 19.87 USD | |
| 25 Jun 2025 | GRANT_AWARD | American Healthcare REIT, Inc. | 3,042 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | ESSENTIAL PROPERTIES REALTY TRUST, INC. | 3,818 | 0.00 USD | |
| 24 Apr 2025 | GRANT_AWARD | JBG SMITH Properties | 19,296 | — | deriv |
| 07 Nov 2024 | GRANT_AWARD | American Healthcare REIT, Inc. | 3,610 | 0.00 USD | |
| 01 Nov 2024 | SALE | JBG SMITH Properties | 20,000 | 17.26 USD | |
| 05 Aug 2024 | OTHER | American Healthcare REIT, Inc. | 4,836 | — | |
| 05 Aug 2024 | OTHER | American Healthcare REIT, Inc. | 4,836 | — | |
| 20 May 2024 | GRANT_AWARD | ESSENTIAL PROPERTIES REALTY TRUST, INC. | 3,631 | 0.00 USD | |
| 25 Apr 2024 | GRANT_AWARD | JBG SMITH Properties | 18,144 | — | deriv |
| 09 Feb 2024 | GRANT_AWARD | American Healthcare REIT, Inc. | 7,407 | 0.00 USD | |
| 15 Jun 2023 | GRANT_AWARD | ESSENTIAL PROPERTIES REALTY TRUST, INC. | 3,988 | 0.00 USD | |
| 15 Jun 2023 | GRANT_AWARD | American Healthcare REIT, Inc. | 3,025 | 0.00 USD | |
| 04 May 2023 | GRANT_AWARD | JBG SMITH Properties | 19,910 | — | deriv |
| 30 Aug 2022 | GRANT_AWARD | American Healthcare REIT, Inc. | 7,244 | 0.00 USD | |
| 23 Aug 2022 | PURCHASE | JBG SMITH Properties | 10,000 | 23.15 USD | first after silence |
| 16 May 2022 | GRANT_AWARD | ESSENTIAL PROPERTIES REALTY TRUST, INC. | 4,323 | 0.00 USD | |
| 29 Apr 2022 | GRANT_AWARD | JBG SMITH Properties | 11,004 | — | deriv |
| 24 May 2021 | GRANT_AWARD | ESSENTIAL PROPERTIES REALTY TRUST, INC. | 2,395 | 0.00 USD | |
| 29 Apr 2021 | GRANT_AWARD | JBG SMITH Properties | 8,741 | — | deriv |
| 11 Nov 2020 | GRANT_AWARD | ESSENTIAL PROPERTIES REALTY TRUST, INC. | 20,000 | 19.06 USD | |
| 15 Sept 2020 | PURCHASE | JBG SMITH Properties | 1,452 | 27.87 USD | |
| 14 Sept 2020 | PURCHASE | JBG SMITH Properties | 12,048 | 27.19 USD | |
| 14 Sept 2020 | PURCHASE | JBG SMITH Properties | 6,500 | 27.78 USD |
2 purchases reported after at least 12 months of silence — most recent on 23 Aug 2022.