Position in EQIX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,945,787
+$3,201,532 QoQ
Shares Held
14,338
+19.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#312
of 1,347 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in EQIX Over Time
Shares Held
Position Value (USD)
Derivatives in EQIX
reported options exposure · as of Sep 30, 2024CallValue
$13,465
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $80,055,535 across 16 REIT - Specialty names. EQIX ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
129,999 | $21,263,936 | |
| 2 | EQIX |
Equinix Inc
This page
|
14,338 | $14,945,787 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,981 | $14,503,176 | |
| 4 | IRM |
Iron Mountain Inc
|
61,836 | $7,810,505 | |
| 5 | CCI |
Crown Castle Inc.
|
71,597 | $5,422,040 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
21,810 | $3,916,639 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
77,224 | $3,438,784 | |
| 8 | EPR |
Epr Properties
|
46,194 | $2,679,713 |
All Filings in EQIX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,945,787 | 14,338 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,744,255 | 11,981 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,573,814 | 7,275 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,091,645 | 5,224 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,111,784 | 5,169 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,715,549 | 4,557 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,797,960 | 4,028 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,275,354 | 3,690 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $13,465 | 200 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $8,495 | 200 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $2,785,801 | 3,682 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,707,907 | 3,281 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,681,143 | 3,329 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,291,350 | 3,155 | Shares | Sole | 2023-11-13 | |
| 2020-09-30 | $5,171,164 | 6,803 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,886,377 | 2,686 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||