Position in EQIX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$86,946,303
+$8,585,760 QoQ
Shares Held
88,699
-13.3% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.4012672070711.ToString("F0")%
Shared 0.ToString("F0")%
None 7.598732792928894.ToString("F0")%
Common Shares in EQIX Over Time
Shares Held
Position Value (USD)
Derivatives in EQIX
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$10,397,727
PutShares
15,300
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 Mar 31, 2026BANK OF MONTREAL /CAN/ holds $358,758,231 across 13 REIT - Specialty names. EQIX ranks #1 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
This page
|
88,699 | $86,946,303 | |
| 2 | AMT |
American Tower Corp /Ma/
|
479,074 | $82,678,586 | |
| 3 | CCI |
Crown Castle Inc.
|
583,392 | $47,435,599 | |
| 4 | IRM |
Iron Mountain Inc
|
406,013 | $41,470,164 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
210,674 | $37,965,559 | |
| 6 | WY |
Weyerhaeuser Co
|
992,791 | $24,253,880 | |
| 7 | SBAC |
Sba Communications Corp
|
97,383 | $16,760,585 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
288,363 | $12,794,663 |
All Filings in EQIX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,946,303 | 88,699 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $78,360,543 | 102,277 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $111,480,896 | 142,333 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $79,320,285 | 99,715 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $90,266,580 | 110,709 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $124,676,456 | 132,228 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $104,362,206 | 117,574 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $92,720,572 | 122,549 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $93,297,775 | 113,043 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $99,381,096 | 123,395 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $73,665,275 | 101,431 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $63,391,736 | 80,863 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $53,372,099 | 74,021 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $62,583,529 | 95,543 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $53,230,336 | 93,577 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $135,748,869 | 206,613 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $64,999,281 | 87,645 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $109,668,226 | 129,656 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $272,285,114 | 344,608 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $238,397,879 | 297,032 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $90,360,321 | 132,963 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $10,397,727 | 15,300 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $99,875,212 | 139,846 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $10,926,954 | 15,300 | Put | Defined | 2021-02-12 | |
| 2020-09-30 | $55,912,879 | 73,557 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $57,071,002 | 81,263 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $27,967,617 | 44,779 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||