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 |
|---|---|---|---|---|
| Bluerock Acquisition Corp. | 5,655,000 | reported | 23 Jan 2026 | tx 2−70,000 |
| Bluerock Homes Trust, Inc. | 1,232,130 | reported | 12 May 2026 | tx 55+2,212,177−758,295 |
| Total Income (plus) Real Estate Fund | 22,454.57 | reported | 10 Aug 2017 | tx 2−13,519.88 |
| Bluerock Multifamily Growth REIT, Inc. | 0 | reported | 06 Oct 2022 | tx 255+13,240,758.79−13,296,203.99 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 13,624 | — | deriv |
| 20 Mar 2026 | PURCHASE | Bluerock Homes Trust, Inc. | 5,707 | 10.97 USD | |
| 18 Mar 2026 | PURCHASE | Bluerock Homes Trust, Inc. | 22,727 | 10.97 USD | |
| 19 Mar 2026 | PURCHASE | Bluerock Homes Trust, Inc. | 3,071 | 10.68 USD | |
| 12 Dec 2025 | PURCHASE | Bluerock Homes Trust, Inc. | 100 | 8.50 USD | |
| 12 Dec 2025 | PURCHASE | Bluerock Homes Trust, Inc. | 500 | 8.80 USD | |
| 12 Dec 2025 | PURCHASE | Bluerock Homes Trust, Inc. | 100 | 8.45 USD | first after silence |
| 03 Mar 2026 | PURCHASE | Bluerock Homes Trust, Inc. | 25,000 | 11.65 USD | |
| 18 Feb 2026 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 15,894 | — | deriv |
| 23 Jan 2026 | OTHER | Bluerock Acquisition Corp. | 35,000 | 105.00 USD | |
| 23 Jan 2026 | OTHER | Bluerock Acquisition Corp. | 35,000 | 0.00 USD | deriv |
| 11 Nov 2025 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 15,951 | — | deriv |
| 19 Aug 2025 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 11,437 | — | deriv |
| 13 May 2025 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 14,603 | — | deriv |
| 07 Mar 2025 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 16,038 | — | deriv |
| 01 Apr 2024 | OTHER | Bluerock Homes Trust, Inc. | 57,670 | — | deriv |
| 12 Nov 2024 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 12,973 | — | deriv |
| 12 Nov 2024 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 66,372 | — | deriv |
| 08 Aug 2024 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 45,249 | — | deriv |
| 08 Aug 2024 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 9,916 | — | deriv |
| 25 May 2024 | OTHER | Bluerock Homes Trust, Inc. | 1,293 | — | |
| 14 May 2024 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 10,707 | — | deriv |
| 14 May 2024 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 45,891 | — | deriv |
| 21 Feb 2024 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 13,661 | — | deriv |
| 21 Feb 2024 | GRANT_AWARD | Bluerock Homes Trust, Inc. | 133,496 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 12 Dec 2025.