Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FS KKR Capital Corp | 27,000.27 | reported | 27 Feb 2026 | tx 8+20,666.84 |
| PS BUSINESS PARKS INC/CA | 9,270 | reported | 29 Jun 2021 | tx 87+70,994−60,401 |
| Corporate Capital Trust II | 0 | reported | 18 Dec 2019 | tx 2+10,993.36−13,578 |
| Corporate Capital Trust, Inc. | 0 | reported | 19 Dec 2018 | tx 2+10,000−6,354 |
| TRUSTREET PROPERTIES INC | 0 | reported | 26 Feb 2007 | tx 6+7,707−16,301 |
| American Homes 4 Rent | 0 | reported | 04 Nov 2024 | tx 28+109,023−50,352 |
| FS Investment Corp II | 0 | reported | 16 Jun 2021 | tx 2+15,369−4,212.3 |
| KKR Real Estate Select Trust Inc. | 0 | reported | 31 Dec 2025 | tx 59+31,654.18−12,063.79 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
8 purchases reported after at least 12 months of silence — most recent on 27 Feb 2026.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | PURCHASE | FS KKR Capital Corp | 1,666 | 11.16 USD | first after silence |
| 31 Dec 2025 | GIFT | KKR Real Estate Select Trust Inc. | 799.57 | 0.00 USD | |
| 31 Dec 2025 | GIFT | KKR Real Estate Select Trust Inc. | 799.57 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | KKR Real Estate Select Trust Inc. | 799.57 | 0.00 USD | |
| 30 Sept 2025 | GIFT | KKR Real Estate Select Trust Inc. | 793.48 | 0.00 USD | |
| 30 Sept 2025 | GIFT | KKR Real Estate Select Trust Inc. | 793.48 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | KKR Real Estate Select Trust Inc. | 793.48 | 0.00 USD | |
| 30 Jun 2025 | GIFT | KKR Real Estate Select Trust Inc. | 782.55 | 0.00 USD | |
| 30 Jun 2025 | GIFT | KKR Real Estate Select Trust Inc. | 782.55 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | KKR Real Estate Select Trust Inc. | 782.55 | 0.00 USD | |
| 31 Mar 2025 | GIFT | KKR Real Estate Select Trust Inc. | 766.24 | 0.00 USD | |
| 31 Mar 2025 | GIFT | KKR Real Estate Select Trust Inc. | 766.24 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | KKR Real Estate Select Trust Inc. | 766.24 | 0.00 USD | |
| 31 Dec 2024 | GIFT | KKR Real Estate Select Trust Inc. | 754.22 | 0.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | KKR Real Estate Select Trust Inc. | 754.22 | 0.00 USD | |
| 31 Dec 2024 | GIFT | KKR Real Estate Select Trust Inc. | 754.22 | 0.00 USD | |
| 04 Nov 2024 | SALE | American Homes 4 Rent | 5,000 | 35.20 USD | |
| 04 Nov 2024 | EXERCISE | American Homes 4 Rent | 10,000 | 16.48 USD | |
| 04 Nov 2024 | EXERCISE | American Homes 4 Rent | 10,000 | 0.00 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | KKR Real Estate Select Trust Inc. | 740.52 | 0.00 USD | |
| 30 Sept 2024 | GIFT | KKR Real Estate Select Trust Inc. | 740.52 | 0.00 USD | |
| 30 Sept 2024 | GIFT | KKR Real Estate Select Trust Inc. | 740.52 | 0.00 USD | |
| 28 Jun 2024 | GIFT | KKR Real Estate Select Trust Inc. | 731.85 | 0.00 USD | |
| 28 Jun 2024 | GIFT | KKR Real Estate Select Trust Inc. | 731.85 | 0.00 USD | |
| 28 Jun 2024 | GRANT_AWARD | KKR Real Estate Select Trust Inc. | 731.85 | 0.00 USD |