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 |
|---|---|---|---|---|
| American Homes 4 Rent | 9,385,345 | reported | 14 May 2026 | tx 63+8,575,611−1,541,610 |
| Public Storage | 3,232 | reported | 06 May 2026 | tx 144+9,195,196−6,648,057.29 |
| PUBLIC STORAGE PROPERTIES V LTD | 0 | reported | 01 Jan 2009 | tx 1−131 |
| PUBLIC STORAGE INC /CA | 0 | reported | 14 Nov 2006 | tx 9+210,600−220,875.5 |
| PUBLIC STORAGE PROPERTIES LTD | 0 | reported | 01 Jan 2009 | tx 1−105 |
| PUBLIC STORAGE PROPERTIES IV LTD | 0 | reported | 01 Jan 2009 | tx 1−306 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | American Homes 4 Rent | 5,421 | 0.00 USD | |
| 06 May 2026 | GRANT_AWARD | Public Storage | 3,232 | 0.00 USD | deriv |
| 07 May 2025 | GRANT_AWARD | Public Storage | 3,177 | 0.00 USD | deriv |
| 07 May 2025 | GRANT_AWARD | American Homes 4 Rent | 4,383 | 0.00 USD | |
| 10 May 2024 | GRANT_AWARD | American Homes 4 Rent | 4,159 | 0.00 USD | |
| 07 May 2024 | GRANT_AWARD | Public Storage | 5,163 | — | deriv |
| 07 May 2024 | OTHER | Public Storage | 5,000 | — | deriv |
| 07 May 2024 | GRANT_AWARD | Public Storage | 5,163 | — | deriv |
| 07 May 2024 | OTHER | Public Storage | 5,163 | — | deriv |
| 07 May 2024 | GRANT_AWARD | Public Storage | 3,600 | 0.00 USD | deriv |
| 07 May 2024 | OTHER | Public Storage | 5,163 | — | deriv |
| 07 May 2024 | GRANT_AWARD | Public Storage | 5,000 | — | deriv |
| 07 May 2024 | OTHER | Public Storage | 5,163 | — | deriv |
| 07 May 2024 | GRANT_AWARD | Public Storage | 5,163 | — | deriv |
| 09 May 2023 | GRANT_AWARD | American Homes 4 Rent | 4,259 | 0.00 USD | |
| 02 May 2023 | GRANT_AWARD | Public Storage | 5,000 | 0.00 USD | deriv |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 250.29 USD | |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 211.30 USD | |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 159.40 USD | |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 170.60 USD | |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 181.95 USD | |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 216.83 USD | |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 187.57 USD | |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 0.00 USD | deriv |
| 22 Dec 2022 | EXERCISE | Public Storage | 5,163 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 12 May 2022.