Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 38 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 |
|---|---|---|---|---|
| CIM REAL ESTATE FINANCE TRUST, INC. | 2,221,870.05 | reported | 09 Jan 2024 | tx 4+3,133,011.32 |
| Creative Media & Community Trust Corp | 1,011,004 | reported | 16 Mar 2026 | tx 246+104,566,377−67,010,466 |
| CIM Real Assets & Credit Fund | 348,067.11 | reported | 28 Jan 2021 | tx 5+356,067.11 |
| Cole Credit Property Trust V, Inc. | 0 | reported | 21 Dec 2020 | tx 16+109,654.39−117,654.37 |
| COLE REAL ESTATE INCOME STRATEGY (DAILY NAV), INC. | 0 | reported | 16 Dec 2021 | tx 18+210,059.56−209,597.57 |
| Cole Office & Industrial REIT (CCIT II), Inc. | 0 | reported | 01 Mar 2021 | tx 1−20,000 |
3 purchases reported after at least 12 months of silence — most recent on 08 May 2023.