Position in EQIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,045,517
+$376,014 QoQ
Shares Held
1,003
+46.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#684
of 1,347 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in EQIX Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $13,015,665 across 9 REIT - Specialty names. EQIX ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
31,956 | $5,227,042 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
43,254 | $1,926,100 | |
| 3 | IRM |
Iron Mountain Inc
|
11,861 | $1,498,162 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
8,155 | $1,272,016 | |
| 5 | EQIX |
Equinix Inc
This page
|
1,003 | $1,045,517 | |
| 6 | EPR |
Epr Properties
|
14,067 | $816,026 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
3,586 | $643,973 | |
| 8 | SBAC |
Sba Communications Corp
|
1,978 | $349,037 |
All Filings in EQIX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,517 | 1,003 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $669,503 | 683 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $435,178 | 568 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $478,077 | 601 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $271,511 | 333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $270,609 | 287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $276,052 | 311 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $1,180,172 | 1,625 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,253,520 | 315,485 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $282,623 | 10,912 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,015,296 | 1,550 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $938,881 | 1,429 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,050,133 | 1,416 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,199,401 | 1,418 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $1,134,073 | 1,413 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $954,823 | 1,405 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,951,853 | 2,733 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $2,076,675 | 2,732 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,929,218 | 2,747 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,709,448 | 2,737 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||