Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CubeSmart | 609,605 | reported | 31 Jan 2026 | tx 283+5,736,962.53−3,275,478 |
| BRANDYWINE REALTY TRUST | 10,487 | reported | 10 Feb 2006 | tx 6+22,557.72−3,899 |
| STAG Industrial, Inc. | 7,860 | reported | 15 Jan 2026 | tx 72+81,438−1,286 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2026 | TAX_WITHHOLDING | CubeSmart | 39,369 | 37.53 USD | |
| 16 Jan 2026 | GRANT_AWARD | CubeSmart | 78 | 39.61 USD | deriv |
| 15 Jan 2026 | GRANT_AWARD | STAG Industrial, Inc. | 434 | 37.36 USD | |
| 08 Jan 2026 | GRANT_AWARD | STAG Industrial, Inc. | 3,369 | — | deriv |
| 01 Jan 2026 | GRANT_AWARD | CubeSmart | 17,013 | 0.00 USD | |
| 01 Jan 2026 | TAX_WITHHOLDING | CubeSmart | 5,425 | 36.05 USD | |
| 01 Jan 2026 | GRANT_AWARD | CubeSmart | 34,027 | 0.00 USD | |
| 01 Jan 2026 | GRANT_AWARD | CubeSmart | 22,168 | 36.05 USD | |
| 01 Jan 2026 | GRANT_AWARD | CubeSmart | 252,055 | 0.00 USD | deriv |
| 15 Dec 2025 | SALE | CubeSmart | 679 | 36.55 USD | |
| 12 Dec 2025 | EXERCISE | CubeSmart | 87,604 | 30.32 USD | |
| 12 Dec 2025 | SALE | CubeSmart | 46,925 | 36.55 USD | |
| 12 Dec 2025 | EXERCISE | CubeSmart | 87,604 | 0.00 USD | deriv |
| 15 Oct 2025 | GRANT_AWARD | STAG Industrial, Inc. | 452 | 35.93 USD | |
| 15 Oct 2025 | GRANT_AWARD | CubeSmart | 73 | 41.11 USD | deriv |
| 12 Aug 2025 | GIFT | CubeSmart | 10,132 | 0.00 USD | |
| 15 Jul 2025 | GRANT_AWARD | STAG Industrial, Inc. | 447 | 36.31 USD | |
| 15 Jul 2025 | GRANT_AWARD | CubeSmart | 71 | 41.25 USD | deriv |
| 15 Apr 2025 | GRANT_AWARD | STAG Industrial, Inc. | 570 | 33.60 USD | |
| 15 Apr 2025 | GRANT_AWARD | CubeSmart | 75 | 38.53 USD | deriv |
| 11 Mar 2025 | GIFT | CubeSmart | 53,300 | 42.44 USD | |
| 31 Jan 2025 | TAX_WITHHOLDING | CubeSmart | 44,761 | 41.70 USD | |
| 15 Jan 2025 | GRANT_AWARD | STAG Industrial, Inc. | 614 | 33.58 USD | |
| 16 Jan 2025 | GRANT_AWARD | CubeSmart | 69 | 41.49 USD | deriv |
| 07 Jan 2025 | GRANT_AWARD | STAG Industrial, Inc. | 3,812 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 15 Oct 2012.