Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| General Finance CORP | 3,972,600 | reported | 05 Sept 2018 | tx 68+1,405,576 |
| PUBLIC STORAGE INC /CA | 83,000 | reported | 08 Dec 2006 | tx 9+148,000−115,000 |
| California Resources Corp | 22,577.3 | reported | 11 May 2017 | tx 6+111,177 |
| AVALONBAY COMMUNITIES INC | 20,953.875 | reported | 28 May 2026 | tx 60+17,338 |
| Public Storage | 3,232 | reported | 06 May 2026 | tx 234+3,000,689.3−2,860,842 |
| UNIONBANCAL CORP | 0 | reported | 04 Nov 2008 | tx 7+5,927−6,854.07 |
| PS BUSINESS PARKS INC/CA | 0 | reported | 20 Jul 2022 | tx 153+409,964−804,972 |
5 purchases reported after at least 12 months of silence — most recent on 20 Feb 2026.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 1,082 | 0.00 USD | |
| 19 May 2026 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 135 | 0.00 USD | |
| 06 May 2026 | GRANT_AWARD | Public Storage | 3,232 | 0.00 USD | deriv |
| 02 Mar 2026 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 140 | 0.00 USD | |
| 20 Feb 2026 | PURCHASE | Public Storage | 112,258 | 44.54 USD | derivfirst after silence |
| 30 Dec 2025 | GRANT_AWARD | Public Storage | 4.75 | 261.13 USD | |
| 31 Dec 2025 | GRANT_AWARD | Public Storage | 357 | — | deriv |
| 01 Dec 2025 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 139 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | Public Storage | 4.22 | 288.85 USD | |
| 30 Sept 2025 | GRANT_AWARD | Public Storage | 321 | — | deriv |
| 02 Sept 2025 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 132 | 0.00 USD | |
| 27 Jun 2025 | GRANT_AWARD | Public Storage | 4.17 | 289.88 USD | |
| 30 Jun 2025 | GRANT_AWARD | Public Storage | 316 | — | deriv |
| 29 May 2025 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 971 | 0.00 USD | |
| 20 May 2025 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 120 | 0.00 USD | |
| 08 May 2025 | GIFT | Public Storage | 734 | 0.00 USD | |
| 07 May 2025 | GRANT_AWARD | Public Storage | 3,177 | 0.00 USD | deriv |
| 01 Apr 2025 | TAX_WITHHOLDING | Public Storage | 266 | 298.86 USD | |
| 28 Mar 2025 | GRANT_AWARD | Public Storage | 4.07 | 294.37 USD | |
| 31 Mar 2025 | GRANT_AWARD | Public Storage | 310 | — | deriv |
| 03 Mar 2025 | GRANT_AWARD | AVALONBAY COMMUNITIES INC | 111 | 0.00 USD | |
| 21 Feb 2025 | EXERCISE | Public Storage | 26,478.24 | 0.00 USD | deriv |
| 21 Feb 2025 | EXERCISE | Public Storage | 103,275 | — | deriv |
| 31 Dec 2024 | GRANT_AWARD | Public Storage | 101 | 299.44 USD | |
| 31 Dec 2024 | GRANT_AWARD | Public Storage | 2.95 | 299.44 USD |