Position in EQIX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$575,384
+$66,656 QoQ
Shares Held
552
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#824
of 1,346 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EQIX Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $10,251,758 across 8 REIT - Specialty names. EQIX ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
42,581 | $6,964,959 | |
| 2 | CCI |
Crown Castle Inc.
|
9,361 | $708,903 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
21,050 | $689,583 | |
| 4 | EQIX |
Equinix Inc
This page
|
552 | $575,384 | |
| 5 | IRM |
Iron Mountain Inc
|
4,210 | $531,761 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,670 | $299,887 | |
| 7 | WY |
Weyerhaeuser Co
|
10,846 | $259,643 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,421 | $221,638 |
All Filings in EQIX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,384 | 552 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $508,728 | 519 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $267,383 | 349 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $208,406 | 262 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $202,200 | 248 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $222,516 | 236 | Shares | Other | 2025-02-13 | |
| 2023-12-31 | $345,512 | 429 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $326,090 | 449 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $422,543 | 539 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $363,404 | 504 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $294,108 | 449 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $314,568 | 553 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $309,456 | 471 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $969,297 | 1,307 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,926,823 | 2,278 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,129,400 | 2,695 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,240,056 | 2,791 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,877,707 | 2,763 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,198,246 | 3,078 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,031,067 | 2,672 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,808,422 | 2,575 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,125,475 | 1,802 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||