Jon Bortz

Track

Insider profile

Currently holds positions in Pebblebrook Hotel Trust and Federal Realty Investment Trust

Performance

Overall performance
2.5
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 71% 68% 82%
Transactions
54 85% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return -21%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Chairman of the Board of Trustees, President, Chief Executive Officer Pebblebrook Hotel Trust Oct. 2, 2009 -
Independent Trustee Federal Realty Investment Trust June 30, 2005 -
Jon Bortz's trades of Hudson Pacific Properties Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Purchase
Price
209.01
Quantity 42,697 +49.4%
Value US$2,642,902
Transaction date
Purchase
Price
326.96
Quantity 31,788 +44.0%
Value US$977,364
Transaction date
Purchase
Price
17.73
Quantity 20,000 +1.2%
Value US$354,600
Transaction date
Purchase
Price
17.23
Quantity 20,000 +1.3%
Value US$344,600
Transaction date
Purchase
Price
17.09
Quantity 20,000 +1.3%
Value US$341,800
Transaction date
Purchase
Price
17.09
Quantity 20,000 +1.3%
Value US$341,800
Transaction date
Purchase
Price
16.84
Quantity 20,000 +1.3%
Value US$336,800
Transaction date
Purchase
Price
16.84
Quantity 20,000 +1.3%
Value US$336,800
Transaction date
Purchase
Price
9.50
Quantity 5,000 +0.3%
Value US$47,500
Transaction date
Purchase
Price
12.07
Quantity 5,000 +0.4%
Value US$60,350
Transaction date
Purchase
Price
12.02
Quantity 2,000 +0.1%
Value US$24,040
Transaction date
Proposed sale
Price
20.00
Quantity 22,000
Value US$440,000
Transaction date
Proposed sale
Price
22.15
Quantity 7,000
Value US$155,050
Transaction date
Sale
Price
20.00
Quantity 4,000 -18.2%
Value US$80,000
Transaction date
Sale
Price
22.16
Quantity 4,900 -100.0%
Value US$108,584
Transaction date
Sale
Price
22.15
Quantity 2,100 -30.0%
Value US$46,515
Transaction date
Purchase
Price
13.49
Quantity 3,000 +0.3%
Value US$40,470
Transaction date
Purchase
Price
17.90
Quantity 3,000 +75.0%
Value US$53,700
Transaction date
Purchase
Price
12.71
Quantity 632 +0.1%
Value US$8,033
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-11 2026-08-11
B Purchase
56,905 +11.0%
131.81
US$819,177 		56,905 +11.0% 131.81 US$819,177
2026-06-15 2026-06-12
B Purchase
42,697 +49.4%
209.01
US$2,642,902 		42,697 +49.4% 209.01 US$2,642,902
2026-06-12 2026-06-11
B Purchase
31,788 +44.0%
326.96
US$977,364 		31,788 +44.0% 326.96 US$977,364
2026-06-12 2026-06-11
B Purchase
20,000 +1.2%
17.73
US$354,600 		20,000 +1.2% 17.73 US$354,600
2026-06-12 2026-06-10
B Purchase
20,000 +1.3%
17.23
US$344,600 		20,000 +1.3% 17.23 US$344,600
2026-06-09 2026-06-09
B Purchase
20,000 +1.3%
17.09
US$341,800 		20,000 +1.3% 17.09 US$341,800
2026-06-09 2026-06-09
B Purchase
20,000 +1.3%
17.09
US$341,800 		20,000 +1.3% 17.09 US$341,800
2026-06-09 2026-06-08
B Purchase
20,000 +1.3%
16.84
US$336,800 		20,000 +1.3% 16.84 US$336,800
2026-06-09 2026-06-08
B Purchase
20,000 +1.3%
16.84
US$336,800 		20,000 +1.3% 16.84 US$336,800
2025-12-16 2025-12-15
S Sale
50,000 -3.1%
11.26
US$563,150 		50,000 -3.1% 11.26 US$563,150
2025-12-15 2025-12-15
PrS Proposed sale
50,000
11.28
US$564,000 		50,000 11.28 US$564,000
2025-06-06 2025-06-06
B Purchase
5,000 +0.3%
9.50
US$47,500 		5,000 +0.3% 9.50 US$47,500
2025-05-30 2025-05-30
B Purchase
18,000 +1.1%
9.15
US$164,700 		18,000 +1.1% 9.15 US$164,700
2025-05-28 2025-05-27
B Purchase
6,000 +0.4%
9.00
US$54,000 		6,000 +0.4% 9.00 US$54,000
2025-05-23 2025-05-22
B Purchase
20,000 +1.3%
8.99
US$179,800 		20,000 +1.3% 8.99 US$179,800
2025-05-21 2025-05-20
B Purchase
23,213 +1.5%
9.73
US$225,862 		23,213 +1.5% 9.73 US$225,862
2025-05-16 2025-05-16
B Purchase
10,787 +0.7%
10.07
US$108,625 		10,787 +0.7% 10.07 US$108,625
2025-05-07 2025-05-07
B Purchase
15,000 +1.0%
8.97
US$134,550 		15,000 +1.0% 8.97 US$134,550
2025-05-07 2025-05-06
B Purchase
42,000 +2.9%
8.94
US$375,480 		42,000 +2.9% 8.94 US$375,480
2025-03-24 2025-03-24
B Purchase
25,000 +1.7%
10.45
US$261,250 		25,000 +1.7% 10.45 US$261,250
2025-03-24 2025-03-21
B Purchase
28,000 +2.0%
10.11
US$283,080 		28,000 +2.0% 10.11 US$283,080
2025-03-07 2025-03-05
B Purchase
15,000 +1.1%
11.91
US$178,650 		15,000 +1.1% 11.91 US$178,650
2024-11-21 2024-11-21
B Purchase
13,000 +0.9%
12.68
US$164,840 		13,000 +0.9% 12.68 US$164,840
2024-11-18 2024-11-15
B Purchase
5,000 +0.4%
12.07
US$60,350 		5,000 +0.4% 12.07 US$60,350
2024-11-18 2024-11-15
B Purchase
2,000 +0.1%
12.02
US$24,040 		2,000 +0.1% 12.02 US$24,040
2024-11-15 2024-11-14
B Purchase
26,000 +1.9%
12.48
US$324,480 		26,000 +1.9% 12.48 US$324,480
2024-11-13 2024-11-12
PrS Proposed sale
22,000
20.00
US$440,000 		22,000 20.00 US$440,000
2024-11-13 2024-11-12
PrS Proposed sale
7,000
22.15
US$155,050 		7,000 22.15 US$155,050
2024-11-13 2024-11-12
S Sale
4,000 -18.2%
20.00
US$80,000 		4,000 -18.2% 20.00 US$80,000
2024-11-13 2024-11-12
S Sale
4,900 -100.0%
22.16
US$108,584 		4,900 -100.0% 22.16 US$108,584
2024-11-13 2024-11-12
S Sale
2,100 -30.0%
22.15
US$46,515 		2,100 -30.0% 22.15 US$46,515
2024-08-14 2024-08-14
B Purchase
8,000 +0.6%
12.34
US$98,720 		8,000 +0.6% 12.34 US$98,720
2024-08-14 2024-08-13
B Purchase
22,000 +1.7%
12.21
US$268,620 		22,000 +1.7% 12.21 US$268,620
2024-08-06 2024-08-05
B Purchase
66,000 +5.3%
11.98
US$790,680 		66,000 +5.3% 11.98 US$790,680
2024-06-12 2024-06-11
B Purchase
16,000 +1.3%
13.60
US$217,600 		16,000 +1.3% 13.60 US$217,600
2024-06-12 2024-06-10
B Purchase
29,000 +2.4%
13.58
US$393,820 		29,000 +2.4% 13.58 US$393,820
2024-05-31 2024-05-30
B Purchase
17,000 +1.4%
13.67
US$232,390 		17,000 +1.4% 13.67 US$232,390
2024-05-31 2024-05-29
B Purchase
3,000 +0.3%
13.49
US$40,470 		3,000 +0.3% 13.49 US$40,470
2023-11-14 2023-11-13
B Purchase
13,000 +144.4%
16.00
US$208,000 		13,000 +144.4% 16.00 US$208,000
2023-11-14 2023-11-13
B Purchase
3,000 +75.0%
17.90
US$53,700 		3,000 +75.0% 17.90 US$53,700
2023-11-13 2023-11-10
B Purchase
9,000 +inf%
15.97
US$143,703 		9,000 +inf% 15.97 US$143,703
2023-11-13 2023-11-10
B Purchase
4,000 +inf%
17.79
US$71,172 		4,000 +inf% 17.79 US$71,172
2023-11-07 2023-11-07
S Sale
8,000 -0.7%
12.32
US$98,592 		8,000 -0.7% 12.32 US$98,592
2023-06-27 2023-06-23
B Purchase
8,000 +0.7%
12.66
US$101,256 		8,000 +0.7% 12.66 US$101,256
2023-06-23 2023-06-22
B Purchase
632 +0.1%
12.71
US$8,033 		632 +0.1% 12.71 US$8,033