Position in EQIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$676,511
-$49,846 QoQ
Shares Held
649
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#784
of 1,347 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $5,521,662 across 8 REIT - Specialty names. EQIX ranks #5 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
9,491 | $1,704,393 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,737 | $938,401 | |
| 3 | WY |
Weyerhaeuser Co
|
35,270 | $844,363 | |
| 4 | IRM |
Iron Mountain Inc
|
5,976 | $754,828 | |
| 5 | EQIX |
Equinix Inc
This page
|
649 | $676,511 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,717 | $267,817 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
5,444 | $242,421 | |
| 8 | FRMI |
Fermi Inc.
|
10,145 | $92,928 |
All Filings in EQIX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,511 | 649 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $726,357 | 741 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $575,386 | 751 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $591,346 | 755 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $687,286 | 864 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $744,414 | 913 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $836,343 | 887 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $297,356 | 335 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,730 | 338 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||