Position in EQIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,942,318
+$376,205 QoQ
Shares Held
3,782
+4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#465
of 1,346 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EQIX Over Time
Shares Held
Position Value (USD)
Derivatives in EQIX
reported options exposure · as of Mar 31, 2026CallValue
$196,048
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, 2026Concurrent Investment Advisors, LLC holds $13,577,653 across 8 REIT - Specialty names. EQIX ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
24,204 | $4,346,553 | |
| 2 | EQIX |
Equinix Inc
This page
|
3,782 | $3,942,318 | |
| 3 | AMT |
American Tower Corp /Ma/
|
8,758 | $1,432,545 | |
| 4 | IRM |
Iron Mountain Inc
|
11,121 | $1,404,693 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
6,930 | $1,080,941 | |
| 6 | CCI |
Crown Castle Inc.
|
7,972 | $603,718 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
12,562 | $559,385 | |
| 8 | EPR |
Epr Properties
|
3,577 | $207,500 |
All Filings in EQIX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,942,318 | 3,782 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $196,048 | 200 | Call | Sole | 2026-04-21 | |
| 2026-03-31 | $3,566,113 | 3,638 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,483,124 | 3,241 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,074,802 | 2,649 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,733,329 | 2,179 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,151,274 | 1,412 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,384,162 | 1,468 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,181,435 | 1,331 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $981,310 | 1,297 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $874,849 | 1,060 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $616,928 | 766 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||