Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Pebblebrook Hotel Trust | 134,530 | reported | 01 Jan 2026 | tx 27+150,594 |
| ESSEX PROPERTY TRUST, INC. | 57,718 | reported | 07 Dec 2023 | tx 183+915,482−564,244 |
| National Storage Affiliates Trust | 12,618 | reported | 16 May 2026 | tx 7+34,527−12,618 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | National Storage Affiliates Trust | 5,291 | 42.53 USD | |
| 16 May 2026 | CONVERSION | National Storage Affiliates Trust | 12,618 | — | deriv |
| 16 May 2026 | CONVERSION | National Storage Affiliates Trust | 12,618 | — | deriv |
| 01 Jan 2026 | GRANT_AWARD | Pebblebrook Hotel Trust | 14,837 | 11.46 USD | |
| 19 Nov 2025 | PURCHASE | Pebblebrook Hotel Trust | 10,000 | 10.85 USD | |
| 19 Aug 2025 | PURCHASE | Pebblebrook Hotel Trust | 10,000 | 10.08 USD | |
| 15 May 2025 | GRANT_AWARD | National Storage Affiliates Trust | 6,502 | 34.61 USD | deriv |
| 07 May 2025 | PURCHASE | Pebblebrook Hotel Trust | 10,000 | 9.04 USD | |
| 06 Mar 2025 | PURCHASE | National Storage Affiliates Trust | 4,000 | 38.54 USD | |
| 05 Mar 2025 | PURCHASE | Pebblebrook Hotel Trust | 10,000 | 11.87 USD | first after silence |
| 01 Jan 2025 | GRANT_AWARD | Pebblebrook Hotel Trust | 11,329 | 13.68 USD | |
| 16 May 2024 | GRANT_AWARD | National Storage Affiliates Trust | 4,757 | 37.84 USD | deriv |
| 13 May 2024 | GRANT_AWARD | National Storage Affiliates Trust | 1,359 | 36.81 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | Pebblebrook Hotel Trust | 9,882 | 15.69 USD | |
| 07 Dec 2023 | TAX_WITHHOLDING | ESSEX PROPERTY TRUST, INC. | 4,354 | 224.85 USD | |
| 07 Dec 2023 | GRANT_AWARD | ESSEX PROPERTY TRUST, INC. | 12,586 | 0.00 USD | |
| 01 Jan 2023 | GRANT_AWARD | Pebblebrook Hotel Trust | 11,409 | 13.59 USD | |
| 09 Dec 2022 | GRANT_AWARD | ESSEX PROPERTY TRUST, INC. | 13,002 | 0.00 USD | deriv |
| 29 Mar 2022 | EXERCISE | ESSEX PROPERTY TRUST, INC. | 12,132 | 248.70 USD | |
| 29 Mar 2022 | SALE | ESSEX PROPERTY TRUST, INC. | 12,132 | 349.19 USD | |
| 29 Mar 2022 | EXERCISE | ESSEX PROPERTY TRUST, INC. | 12,132 | 0.00 USD | deriv |
| 20 Jan 2022 | TAX_WITHHOLDING | ESSEX PROPERTY TRUST, INC. | 1,574 | 335.78 USD | |
| 20 Jan 2022 | GRANT_AWARD | ESSEX PROPERTY TRUST, INC. | 4,036 | 0.00 USD | |
| 01 Jan 2022 | GRANT_AWARD | Pebblebrook Hotel Trust | 7,806 | 21.78 USD | |
| 30 Nov 2021 | GRANT_AWARD | ESSEX PROPERTY TRUST, INC. | 28,995 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 05 Mar 2025.