Prudent Man Advisors, LLC Purchases in Q2 2025

Prudent Man Advisors, LLC

  • $306 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SONY
Sony Group Corp

Technology
237
+ 2.83%
$21.24 - $26.88 $5.03K - $6.37K
8.62K $224K
WELL
Welltower Inc.

Real Estate
56
+ 1.17%
$136.49 - $155.22 $7.64K - $8.69K
4.83K $742K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
358
+ 2.53%
$10.79 - $14.14 $3.86K - $5.06K
14.5K $198K
NI
Nisource Inc.

Utilities
30
+ 0.17%
$37.11 - $40.64 $1.11K - $1.22K
17.3K $696K
MFG
Mizuho Financial Group Inc

Financial Services
467
+ 2.29%
$4.25 - $5.66 $1.98K - $2.64K
20.9K $116K
O
Realty Income Corp

Real Estate
90
+ 1.15%
$52.27 - $58.52 $4.7K - $5.27K
7.9K $455K
VICI
Vici Properties Inc.

Real Estate
113
+ 1.24%
$29.41 - $32.97 $3.32K - $3.73K
9.2K $299K
TM
Toyota Motor Corp

Consumer Cyclical
40
+ 3.43%
$158.63 - $195.39 $6.35K - $7.82K
1.21K $207K
PEAK
Healthpeak Properties, Inc.

Real Estate
125
+ 1.12%
N/A
11.3K $213K
Blackrock Inc
252
+ 11.82%
N/A
2.38K $0
Lam Research Corp
2.99K
+ 20.28%
N/A
17.8K $0
CAT
Caterpillar Inc

Industrials
0
New
$273.94 - $388.21 $0 - $0
0 $0
TXN
Texas Instruments Inc

Technology
0
New
N/A
0 $0
Labcorp Holdings Inc
489
+ 8.39%
N/A
6.32K $0
CCI
Crown Castle International Corp

Real Estate
26
+ 1.14%
$94.83 - $107.06 $2.47K - $2.78K
2.3K $236K
SUI
Sun Communities Inc

Real Estate
21
+ 1.3%
$114.62 - $132.25 $2.41K - $2.78K
1.63K $206K
PSA
Public Storage

Real Estate
20
+ 1.19%
$266.31 - $309.77 $5.33K - $6.2K
1.7K $497K
SHEL
Shell PLC

Energy
89
+ 2.62%
$59.75 - $73.05 $5.32K - $6.5K
3.49K $245K
AZN
Astrazeneca PLC

Healthcare
91
+ 2.93%
$64.87 - $75.0 $5.9K - $6.83K
3.2K $223K
SPG
Simon Property Group Inc

Real Estate
21
+ 1.18%
$140.37 - $171.44 $2.95K - $3.6K
1.8K $289K
PTEN
Patterson Uti Energy Inc

Energy
3.38K
+ 26.72%
$5.46 - $8.56 $18.4K - $28.9K
16K $94K
KO
Coca Cola CO

Consumer Defensive
5
+ 0.04%
$68.37 - $73.9 $342 - $370
12.9K $915K
AVB
Avalonbay Communities Inc

Real Estate
18
+ 1.24%
$187.23 - $215.61 $3.37K - $3.88K
1.46K $297K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
51
+ 1.17%
$45.92 - $50.78 $2.34K - $2.59K
4.42K $206K
CMCSA
Comcast Corp

Communication Services
41
+ 0.21%
$32.84 - $36.72 $1.35K - $1.51K
19.3K $687K
VTR
Ventas, Inc.

Real Estate
58
+ 1.17%
$62.45 - $70.08 $3.62K - $4.06K
5.01K $316K
MAA
Mid America Apartment Communities Inc.

Real Estate
18
+ 1.29%
$145.91 - $168.0 $2.63K - $3.02K
1.41K $208K
WY
Weyerhaeuser CO

Real Estate
98
+ 1.24%
$24.69 - $29.48 $2.42K - $2.89K
8K $205K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.03%
$98.59 - $109.11 $197 - $218
6.3K $653K
REXR
Rexford Industrial Realty, Inc.

Real Estate
38
+ 0.24%
$31.57 - $39.41 $1.2K - $1.5K
16.2K $576K
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.08%
$372.27 - $452.69 $372 - $453
1.26K $489K
BDX
Becton Dickinson & CO

Healthcare
965
+ 17.65%
$165.15 - $226.42 $159K - $218K
6.43K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
932
+ 34.18%
$274.35 - $599.47 $256K - $559K
3.66K $1.14M
Activity Summary
Buys All Purchases 134 New Holdings 20 Increased Positions 114 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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