Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 328,476 | reported | 23 Dec 2019 | tx 39+598,113−284,356 |
| INDEPENDENCE REALTY TRUST, INC. | 23,966 | reported | 16 May 2017 | tx 8+23,966 |
| UNIVERSAL HEALTH REALTY INCOME TRUST | 13,250 | reported | 11 Jun 2025 | tx 18+13,250 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Jun 2025 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 821 | 0.00 USD | |
| 05 Jun 2024 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 785 | 0.00 USD | |
| 09 May 2024 | PURCHASE | UNIVERSAL HEALTH REALTY INCOME TRUST | 2,000 | 37.38 USD | first after silence |
| 07 Jun 2023 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 598 | 0.00 USD | |
| 10 Mar 2023 | PURCHASE | UNIVERSAL HEALTH REALTY INCOME TRUST | 1,000 | 48.12 USD | |
| 08 Jun 2022 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 546 | 0.00 USD | |
| 10 May 2022 | PURCHASE | UNIVERSAL HEALTH REALTY INCOME TRUST | 2,000 | 47.88 USD | first after silence |
| 11 May 2022 | PURCHASE | UNIVERSAL HEALTH REALTY INCOME TRUST | 500 | 47.81 USD | |
| 02 Jun 2021 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 400 | 0.00 USD | |
| 30 Jul 2020 | PURCHASE | UNIVERSAL HEALTH REALTY INCOME TRUST | 1,000 | 68.33 USD | first after silence |
| 03 Jun 2020 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 400 | 0.00 USD | |
| 23 Dec 2019 | TAX_WITHHOLDING | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 99,870 | 5.38 USD | |
| 12 Jun 2019 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 400 | 0.00 USD | |
| 15 Feb 2019 | TAX_WITHHOLDING | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 13,853 | 6.81 USD | |
| 29 Jan 2019 | GRANT_AWARD | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 65,713 | 0.00 USD | |
| 13 Jun 2018 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 400 | 0.00 USD | |
| 15 Feb 2018 | TAX_WITHHOLDING | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 10,387 | 10.27 USD | |
| 19 Jan 2018 | GRANT_AWARD | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 38,745 | — | |
| 19 Jun 2017 | PURCHASE | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 10,000 | 10.88 USD | first after silence |
| 07 Jun 2017 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 350 | 0.00 USD | |
| 16 May 2017 | GRANT_AWARD | INDEPENDENCE REALTY TRUST, INC. | 4,966 | 0.00 USD | |
| 27 Feb 2017 | GRANT_AWARD | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 24,983 | — | |
| 15 Feb 2017 | TAX_WITHHOLDING | PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | 10,207 | 17.43 USD | |
| 09 Jun 2016 | GRANT_AWARD | UNIVERSAL HEALTH REALTY INCOME TRUST | 350 | 0.00 USD | |
| 12 May 2016 | GRANT_AWARD | INDEPENDENCE REALTY TRUST, INC. | 3,000 | 0.00 USD |
5 purchases reported after at least 12 months of silence — most recent on 09 May 2024.