Position in FPI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,133,509
+$1,043,259 QoQ
Shares Held
189,983
+68.9% QoQ
Ownership
0.436%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $372,564,838 across 17 REIT - Specialty names. FPI ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
849,192 | $146,553,555 | |
| 2 | IRM |
Iron Mountain Inc
|
621,238 | $63,453,249 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
270,686 | $48,780,324 | |
| 4 | CCI |
Crown Castle Inc.
|
367,419 | $29,874,838 | |
| 5 | EQIX |
Equinix Inc
|
30,289 | $29,690,489 | |
| 6 | WY |
Weyerhaeuser Co
|
846,566 | $20,681,607 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
119,303 | $15,110,917 | |
| 8 | EPR |
Epr Properties
|
90,627 | $4,527,724 |
All Filings in FPI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,133,509 | 189,983 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,090,250 | 112,513 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,232,856 | 113,314 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,011,280 | 87,861 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,081,271 | 96,975 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,149,904 | 97,781 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $780,395 | 74,679 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $964,749 | 83,673 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,075,810 | 277,100 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,811,566 | 305,414 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,128,581 | 304,930 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,691,815 | 302,360 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $821,813 | 76,805 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $941,739 | 75,581 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $907,856 | 71,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $982,601 | 71,203 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $919,531 | 66,875 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $799,036 | 66,865 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $489,060 | 40,789 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $202,078 | 16,770 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $205,277 | 18,312 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $145,455 | 16,719 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||