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 |
|---|---|---|---|---|
| National Storage Affiliates Trust | 2,561,438 | reported | 21 May 2026 | tx 131+8,801,735−5,673,521 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | CONVERSION | National Storage Affiliates Trust | 919 | — | deriv |
| 21 May 2026 | CONVERSION | National Storage Affiliates Trust | 919 | — | deriv |
| 27 Feb 2026 | CONVERSION | National Storage Affiliates Trust | 6,289 | — | deriv |
| 27 Feb 2026 | GRANT_AWARD | National Storage Affiliates Trust | 12,567 | 0.00 USD | deriv |
| 27 Feb 2026 | CONVERSION | National Storage Affiliates Trust | 6,289 | — | deriv |
| 28 Feb 2025 | CONVERSION | National Storage Affiliates Trust | 1,846 | — | deriv |
| 28 Feb 2025 | CONVERSION | National Storage Affiliates Trust | 1,846 | — | deriv |
| 28 Feb 2025 | GRANT_AWARD | National Storage Affiliates Trust | 9,823 | 0.00 USD | deriv |
| 06 Dec 2024 | GIFT | National Storage Affiliates Trust | 120,000 | 0.00 USD | |
| 01 Jul 2024 | PURCHASE | National Storage Affiliates Trust | 64,887 | 0.00 USD | deriv |
| 01 Mar 2024 | CONVERSION | National Storage Affiliates Trust | 9,209 | — | deriv |
| 01 Mar 2024 | CONVERSION | National Storage Affiliates Trust | 9,209 | — | deriv |
| 29 Feb 2024 | GRANT_AWARD | National Storage Affiliates Trust | 8,561 | 0.00 USD | deriv |
| 18 Dec 2023 | GIFT | National Storage Affiliates Trust | 72,000 | 0.00 USD | |
| 19 Dec 2023 | GIFT | National Storage Affiliates Trust | 15,000 | 0.00 USD | |
| 11 Dec 2023 | PURCHASE | National Storage Affiliates Trust | 6,500 | 36.50 USD | |
| 11 Dec 2023 | GIFT | National Storage Affiliates Trust | 8,100 | 0.00 USD | |
| 05 Dec 2023 | GIFT | National Storage Affiliates Trust | 8,400 | 0.00 USD | |
| 05 Dec 2023 | PURCHASE | National Storage Affiliates Trust | 10,000 | 35.92 USD | |
| 31 Aug 2023 | OTHER | National Storage Affiliates Trust | 18,442 | 0.00 USD | |
| 30 Jun 2023 | GIFT | National Storage Affiliates Trust | 11,500 | 0.00 USD | |
| 26 May 2023 | PURCHASE | National Storage Affiliates Trust | 25,000 | 36.92 USD | |
| 27 Feb 2023 | CONVERSION | National Storage Affiliates Trust | 17,429 | — | deriv |
| 27 Feb 2023 | EXERCISE | National Storage Affiliates Trust | 163,128 | 0.00 USD | deriv |
| 27 Feb 2023 | GRANT_AWARD | National Storage Affiliates Trust | 9,854 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 04 Nov 2022.