Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| SIMON PROPERTY GROUP INC. | 4,140 | reported | 13 May 2026 | tx 12+4,104 |
| EQUITY RESIDENTIAL | 3,906 | reported | 01 Jul 2025 | tx 3+7,001 |
| Pebblebrook Hotel Trust | 3,876 | reported | 02 Mar 2026 | tx 1+3,876 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,073 | — | |
| 02 Mar 2026 | GRANT_AWARD | Pebblebrook Hotel Trust | 3,876 | 0.00 USD | |
| 31 Dec 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 35 | 186.00 USD | |
| 30 Sept 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 34 | 185.95 USD | |
| 01 Jul 2025 | GRANT_AWARD | EQUITY RESIDENTIAL | 3,122 | 0.00 USD | |
| 30 Jun 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 38 | 159.29 USD | |
| 14 May 2025 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,161 | — | |
| 31 Mar 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 22 | 164.80 USD | |
| 30 Dec 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 21 | 168.59 USD | |
| 30 Sept 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 20 | 167.30 USD | |
| 28 Jun 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 22 | 150.17 USD | |
| 20 Jun 2024 | GRANT_AWARD | EQUITY RESIDENTIAL | 3,095 | 0.00 USD | |
| 08 May 2024 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,277 | — | |
| 01 Apr 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 5 | 154.19 USD | |
| 19 Mar 2024 | GRANT_AWARD | EQUITY RESIDENTIAL | 784 | 0.00 USD | |
| 11 Jan 2024 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 396 | — |