IVASCYN DANIEL J

Daniel J. Ivascyn purchases nearly 29K shares of PDX at market rates amid recent pullback from highs.

Daniel J. Ivascyn, a significant shareholder in PIMCO Dynamic Income Strategy Fund (PDX), purchased a substantial block of shares at prevailing market prices, adding to his existing holdings. The timing is noteworthy: the stock has pulled back considerably from its recent highs and is trading well below its peak, suggesting Ivascyn may view current levels as attractive on a relative basis. As a 10% beneficial owner, his purchase reflects portfolio conviction rather than insider operational knowledge, but the size and directional signal matter—institutional holders don't typically add exposure without conviction in value. The stock's recent weakness creates context for interpreting this as a contrarian positioning rather than reactionary buying into strength.

10% owner IVASCYN DANIEL J purchases 1,000,000 shares of REFLX at $10.49 for $10,490,000.00, raising holdings to 4,058,889 shares.

IVASCYN DANIEL J executed a substantial open-market purchase of 1,000,000 shares at $10.49, increasing his stake by +32.7% from 3,058,889 to 4,058,889 shares. This represents a significant capital deployment of $10,490,000.00 in a single transaction. The purchase follows 5 prior trades at REFLX dating back to June 2024, establishing a consistent pattern of accumulation in this position; this January/February 2025 activity reflects continued engagement with the fund. None of the prior REFLX trades have yet accumulated measurable 90-day outcomes, limiting ability to assess timing consistency at this specific ticker.

10% Owner IVASCYN DANIEL J bought 500,000 shares of REFLX at $10.49 ($5.2M); holdings rise to 3.06M shares

IVASCYN DANIEL J, a 10% owner, purchased 500,000 shares at $10.49 on 2025-01-23, representing a 19.5% increase to his post-transaction holdings of 3.06M shares. This is a material open-market acquisition by a significant shareholder. The insider has a cross-ticker track record of 8 prior buys, and at REFLX specifically, he has made 5 prior purchases since June 2024, though outcomes on those earlier trades at this ticker remain unmeasurable. The pattern shows a sustained buying posture in this fund over the past seven months, with the current transaction being the largest single purchase by share count to date.

10% Owner IVASCYN DANIEL J purchased 300,000 shares of REFLX at $10.51 ($3.2M) on 2024-09-12, bringing holdings to 2.56M shares.

Daniel J. Ivascyn, a 10% owner, acquired 300,000 shares of PIMCO Flexible Real Estate Income Fund (REFLX) at $10.51 per share for a total value of $3,153,000.00, increasing his post-transaction holdings to 2,558,889 shares, a net increase of 13.3% versus his pre-transaction position. This represents his sixth discrete buy transaction in REFLX within approximately three months (five prior purchases between June 12 and July 15, 2024). The pattern of repeated accumulation at similar price points during this period reflects sustained purchasing activity by a principal shareholder. However, none of his five prior REFLX purchases have yet reached the 90-day measurement threshold to assess trade timing outcomes, leaving only the historical observation that he continues to accumulate shares in this fund without measurable return evidence at this ticker.

10% Owner IVASCYN DANIEL J buys 210,000 shares of REFLX at $10.50 for $2.2M on 2024-07-15

IVASCYN DANIEL J, a 10% owner, purchased 210,000 shares of PIMCO Flexible Real Estate Income Fund (REFLX) at $10.50 for a total value of $2,205,000.00, increasing his holdings from 2,048,889 shares to 2,258,889 shares—a 10.2% increase relative to pre-transaction holdings. This represents the seventh buy transaction for this insider at REFLX within the past eight months (five prior distinct trades in the track record plus this current purchase). The prior six trades at REFLX occurred on 2024-06-21, 2024-06-12 (three trades), and 2023-12-07, indicating sustained accumulation activity. None of the prior buys at REFLX have reached measurable 90-day outcome status, limiting the ability to assess the timing pattern of this insider's purchases at this specific ticker.

10% Owner IVASCYN DANIEL J buys 700,000 shares of REFLX at $10.51; post-transaction holdings rise to 2,048,889 shares.

IVASCYN DANIEL J, a 10% owner of PIMCO Flexible Real Estate Income Fund (REFLX), purchased 700,000 shares at $10.51 on 2024-06-21, increasing his position from 1,348,889 shares to 2,048,889 shares—a +51.9% increase in holdings. This follows three additional purchases made on 2024-06-12 at the same ticker, indicating sustained accumulation activity within a nine-day window. The transaction size of $7,357,000.00 and the significant percentage increase in position demonstrates material capital deployment by a meaningful shareholder. The prior trades at REFLX remain too recent to assess outcome patterns, so timing quality cannot yet be evaluated; however, the sequential buying pattern within a compressed timeframe warrants tracking for potential future performance implications.

PIMCO Real Estate Fund insider IVASCYN bought 626,000 shares for $6.6M across 3 transactions at $10.51

Daniel J Ivascyn executed 3 separate purchases totaling 626,000 shares for $6,579,260.00 at a blended average price of $10.51 on 2024-06-12, bringing his post-transaction holdings to 38,000 shares despite a starting position of -588,000 shares. This is a substantial acquisition that reversed a significant short position into a modest long position. Notably, IVASCYN has only 2 prior open-market buys on record across all tickers, making this large-scale entry relatively infrequent in his trading pattern. His prior purchase at REFLX in December 2023 does not yet have measurable 90-day outcome data, so current timing assessment at this specific ticker is limited.