Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 19 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 |
|---|---|---|---|---|
| CORNERSTONE REALTY INCOME TRUST INC | 2,120,428 | reported | 01 Mar 2004 | tx 3+28,982 |
| Apple Hospitality REIT, Inc. | 747,191 | reported | 11 May 2026 | tx 85+18,994,285.36−10,332,835 |
| COLONIAL PROPERTIES TRUST | 648,230.13 | reported | 31 Mar 2011 | tx 21+122,949−3,378 |
| Energy 11, L.P. | 15,000 | reported | 12 Apr 2023 | tx 3+54,937.5 |
| ENERGY RESOURCES 12, L.P. | 5,000 | reported | 26 Oct 2017 | tx 1+5,000 |
| APPLE HOSPITALITY FIVE INC | 0 | reported | 05 Oct 2007 | tx 1−2,027,539 |
| APPLE REIT SIX INC | 0 | reported | 14 May 2013 | tx 4+9,090.91−255,370 |
| APPLE HOSPITALITY TWO INC | 0 | reported | 23 May 2007 | tx 3−2,293,540 |
| Apple REIT Eight, Inc. | 0 | reported | 01 Mar 2014 | tx 5−260,417.8 |
| Apple REIT Seven, Inc. | 0 | reported | 01 Mar 2014 | tx 5+18,250.58−258,955 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | PURCHASE | Apple Hospitality REIT, Inc. | 5,000 | 13.96 USD | |
| 03 Mar 2026 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 11,894 | 0.00 USD | |
| 03 Mar 2026 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 18,779 | 12.10 USD | |
| 11 Dec 2025 | PURCHASE | Apple Hospitality REIT, Inc. | 5,000 | 11.91 USD | |
| 19 Aug 2025 | PURCHASE | Apple Hospitality REIT, Inc. | 5,000 | 12.29 USD | |
| 06 May 2025 | PURCHASE | Apple Hospitality REIT, Inc. | 10,000 | 11.43 USD | |
| 04 Mar 2025 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 33,036 | 14.48 USD | |
| 04 Mar 2025 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 15,318 | 0.00 USD | |
| 27 Feb 2025 | PURCHASE | Apple Hospitality REIT, Inc. | 5,000 | 14.54 USD | |
| 08 Aug 2024 | PURCHASE | Apple Hospitality REIT, Inc. | 5,000 | 14.05 USD | |
| 21 May 2024 | PURCHASE | Apple Hospitality REIT, Inc. | 5,000 | 14.78 USD | |
| 01 Mar 2024 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 44,308 | 16.27 USD | |
| 01 Mar 2024 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 25,377 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | Apple Hospitality REIT, Inc. | 7,841 | 16.27 USD | |
| 08 Dec 2023 | TAX_WITHHOLDING | Apple Hospitality REIT, Inc. | 7,963 | 16.90 USD | |
| 11 Aug 2023 | PURCHASE | Apple Hospitality REIT, Inc. | 5,000 | 15.07 USD | |
| 05 May 2023 | PURCHASE | Apple Hospitality REIT, Inc. | 2,500 | 15.49 USD | |
| 05 May 2023 | PURCHASE | Apple Hospitality REIT, Inc. | 2,500 | 15.51 USD | |
| 12 Apr 2023 | PURCHASE | Energy 11, L.P. | 10,000 | 23.07 USD | |
| 12 Apr 2023 | PURCHASE | Energy 11, L.P. | 39,937.5 | 0.01 USD | anomaly |
| 01 Mar 2023 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 20,022 | 0.00 USD | |
| 01 Mar 2023 | GRANT_AWARD | Apple Hospitality REIT, Inc. | 39,994 | 16.70 USD | |
| 27 Feb 2023 | PURCHASE | Apple Hospitality REIT, Inc. | 4,900 | 16.90 USD | |
| 27 Feb 2023 | PURCHASE | Apple Hospitality REIT, Inc. | 100 | 16.90 USD | anomaly |
| 10 Nov 2022 | PURCHASE | Apple Hospitality REIT, Inc. | 5,000 | 16.29 USD |
4 purchases reported after at least 12 months of silence — most recent on 12 Aug 2015.