| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John W. Snow | - | 211,600 | 0 | 19 Mar, 2024 |
| Eva S Hardy | - | 19,797 | 0 | 17 Sep, 2024 |
| A Russell Kirk | - | 119,430 | 0 | 27 Mar, 2025 |
| Daniel A Hoffler | - | 266,647 | 0 | 30 Sep, 2024 |
| James C. Cherry | - | 52,342 | 0 | 30 Sep, 2024 |
| Michael P O'Hara | Cfo, Treasurer And Secretary | 126,053 | 0 | 07 Mar, 2022 |
| Eric E. Apperson | President Of Construction | 10,648 | 0 | 19 Aug, 2025 |
| Shelly R. Hampton | President Of Asset Management | 105,882 | 0 | 13 Mar, 2024 |
| Louis S Haddad | Ceo | 295,781 | 0 | 23 Jun, 2025 |
| James A Carroll | - | 42,918 | 0 | 18 Mar, 2026 |
| George F Allen | - | 29,676 | 0 | 30 Sep, 2024 |
| Frederick Blair Wimbush | - | 42,031 | 0 | 07 Apr, 2026 |
| Shawn J Tibbetts | Ceo And President | 57,518 | 0 | 05 Mar, 2026 |
| Matthew Barnes-Smith | Cfo, Treasurer And Secretary | 10,131 | 0 | 05 Mar, 2026 |
| Dennis H. Gartman | - | 50,774 | 0 | 18 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Frederick Blair Wimbush | Common Stock | A | 395 | $5.38 | 41,361 | D | P |
| 02 Apr, 2026 | Frederick Blair Wimbush | Common Stock | A | 669 | $5.41 | 42,031 | D | P |
| 16 Mar, 2026 | James A Carroll | Common Stock | A | 855 | $6.03 | 42,918 | D | A |
| 16 Mar, 2026 | Dennis H. Gartman | Common Stock | A | 2,281 | $6.03 | 50,774 | D | A |
| 16 Mar, 2026 | James A Carroll | Common Stock | A | 855 | $6.03 | 42,918 | D | A |
| 16 Mar, 2026 | Frederick Blair Wimbush | Common Stock | A | 2,281 | $6.03 | 40,966 | D | A |
| 16 Mar, 2026 | Dennis H. Gartman | Common Stock | A | 2,281 | $6.03 | 50,774 | D | A |
| 16 Mar, 2026 | Dennis H. Gartman | Common Stock | A | 2,281 | $6.03 | 50,774 | D | A |
| 16 Mar, 2026 | Dennis H. Gartman | Common Stock | A | 2,281 | $6.03 | 50,774 | D | A |
| 16 Mar, 2026 | James A Carroll | Common Stock | A | 855 | $6.03 | 42,918 | D | A |
| 16 Mar, 2026 | James A Carroll | Common Stock | A | 855 | $6.03 | 42,918 | D | A |
| 11 Mar, 2026 | Matthew Barnes-Smith | Time-Based LTIP Units | D | 20,892 | $0.00 | 325,953 | D | X |
| 11 Mar, 2026 | Shawn J Tibbetts | Time-Based LTIP Units | D | 55,080 | $0.00 | 654,711 | D | X |
| 11 Mar, 2026 | Shawn J Tibbetts | Time-Based LTIP Units | D | 55,080 | $0.00 | 654,711 | D | X |
| 11 Mar, 2026 | Shawn J Tibbetts | Time-Based LTIP Units | D | 55,080 | $0.00 | 654,711 | D | X |
| 11 Mar, 2026 | Matthew Barnes-Smith | Time-Based LTIP Units | D | 20,892 | $0.00 | 325,953 | D | X |
| 11 Mar, 2026 | Shawn J Tibbetts | Time-Based LTIP Units | D | 55,080 | $0.00 | 654,711 | D | X |
| 11 Mar, 2026 | Matthew Barnes-Smith | Time-Based LTIP Units | D | 20,892 | $0.00 | 325,953 | D | X |
| 11 Mar, 2026 | Matthew Barnes-Smith | Time-Based LTIP Units | D | 20,892 | $0.00 | 325,953 | D | X |
| 11 Mar, 2026 | Shawn J Tibbetts | Common Units | A | 55,080 | $0.00 | 55,080 | D | X |