Position in EQIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$277,275
+$7,709 QoQ
Shares Held
266
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,010
of 1,347 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EQIX Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $3,921,851 across 2 REIT - Specialty names. EQIX ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
20,295 | $3,644,576 | |
| 2 | EQIX |
Equinix Inc
This page
|
266 | $277,275 |
All Filings in EQIX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,275 | 266 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $269,566 | 275 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $215,290 | 281 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $673,586 | 860 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $978,428 | 1,230 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,002,880 | 1,230 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,243,671 | 1,319 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,170,783 | 1,319 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $997,955 | 1,319 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,113,670 | 2,561 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,418,075 | 4,244 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,502,691 | 3,446 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,049,695 | 1,339 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||