Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DIVIDEND CAPITAL TRUST INC | 72,137 | reported | 18 Feb 2016 | tx 31+4,437,137−3,412,281 |
| REGENCY CENTERS CORP | 61,197 | reported | 03 May 2023 | tx 104+81,960−47,811 |
| WELLS REAL ESTATE INVESTMENT TRUST II INC | 0 | reported | 08 Dec 2021 | tx 22+37,748−37,748 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 May 2023 | EXERCISE | REGENCY CENTERS CORP | 1,817 | — | |
| 03 May 2023 | EXERCISE | REGENCY CENTERS CORP | 79 | — | |
| 03 May 2023 | EXERCISE | REGENCY CENTERS CORP | 1,817 | 0.00 USD | deriv |
| 03 May 2023 | EXERCISE | REGENCY CENTERS CORP | 79 | 0.00 USD | deriv |
| 24 Aug 2022 | SALE | REGENCY CENTERS CORP | 3,360 | 63.25 USD | |
| 09 May 2022 | EXERCISE | REGENCY CENTERS CORP | 2,000 | — | |
| 09 May 2022 | EXERCISE | REGENCY CENTERS CORP | 71 | — | |
| 09 May 2022 | EXERCISE | REGENCY CENTERS CORP | 2,000 | 0.00 USD | deriv |
| 09 May 2022 | EXERCISE | REGENCY CENTERS CORP | 71 | 0.00 USD | deriv |
| 29 Apr 2022 | GRANT_AWARD | REGENCY CENTERS CORP | 1,817 | 0.00 USD | deriv |
| 08 Dec 2021 | OTHER | WELLS REAL ESTATE INVESTMENT TRUST II INC | 37,748 | 19.30 USD | |
| 10 Nov 2021 | SALE | REGENCY CENTERS CORP | 2,105 | 73.79 USD | |
| 18 May 2021 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 4,183 | 17.93 USD | |
| 05 May 2021 | EXERCISE | REGENCY CENTERS CORP | 2,500 | — | |
| 05 May 2021 | EXERCISE | REGENCY CENTERS CORP | 190 | — | |
| 05 May 2021 | EXERCISE | REGENCY CENTERS CORP | 190 | 0.00 USD | deriv |
| 05 May 2021 | GRANT_AWARD | REGENCY CENTERS CORP | 2,000 | 0.00 USD | deriv |
| 05 May 2021 | EXERCISE | REGENCY CENTERS CORP | 2,500 | 0.00 USD | deriv |
| 23 Jun 2020 | SALE | REGENCY CENTERS CORP | 2,074 | 45.96 USD | |
| 13 May 2020 | EXERCISE | REGENCY CENTERS CORP | 3,000 | — | |
| 13 May 2020 | EXERCISE | REGENCY CENTERS CORP | 202 | — | |
| 13 May 2020 | EXERCISE | REGENCY CENTERS CORP | 202 | 0.00 USD | deriv |
| 13 May 2020 | EXERCISE | REGENCY CENTERS CORP | 3,000 | 0.00 USD | deriv |
| 12 May 2020 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 5,638 | 13.30 USD | |
| 29 Apr 2020 | GRANT_AWARD | REGENCY CENTERS CORP | 2,000 | 0.00 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 15 Aug 2017.