Position in EQIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$711,946
-$69,300 QoQ
Shares Held
683
-14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#770
of 1,347 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $3,251,197 across 16 REIT - Specialty names. EQIX ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,378 | $716,103 | |
| 2 | EQIX |
Equinix Inc
This page
|
683 | $711,946 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,513 | $391,973 | |
| 4 | IRM |
Iron Mountain Inc
|
2,884 | $364,274 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,935 | $347,484 | |
| 6 | EPR |
Epr Properties
|
2,464 | $142,934 | |
| 7 | WY |
Weyerhaeuser Co
|
4,797 | $114,835 | |
| 8 | CCI |
Crown Castle Inc.
|
1,476 | $111,773 |
All Filings in EQIX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,946 | 683 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $781,246 | 797 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $398,398 | 520 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $422,948 | 540 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $363,527 | 457 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $278,846 | 342 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $500,671 | 531 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $205,927 | 232 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $167,207 | 221 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $267,403 | 324 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $364,839 | 453 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $354,412 | 488 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $291,623 | 372 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $300,672 | 417 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $265,286 | 405 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $243,462 | 428 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $335,079 | 510 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $252,149 | 340 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||