Position in FPI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,152,890
-$172,618 QoQ
Shares Held
222,406
+7.4% QoQ
Ownership
0.510%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 180 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $690,035,122 across 14 REIT - Specialty names. FPI ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,103,567 | $180,510,454 | |
| 2 | EQIX |
Equinix Inc
|
149,299 | $155,627,784 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
517,570 | $92,945,220 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
461,941 | $72,053,557 | |
| 5 | CCI |
Crown Castle Inc.
|
919,968 | $69,669,176 | |
| 6 | IRM |
Iron Mountain Inc
|
204,397 | $25,817,385 | |
| 7 | WY |
Weyerhaeuser Co
|
844,307 | $20,212,709 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
449,743 | $20,027,055 |
All Filings in FPI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,152,890 | 222,406 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,325,508 | 207,080 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,816,109 | 187,421 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,038,509 | 187,363 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,968,773 | 171,049 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,865,729 | 167,330 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,822,470 | 154,972 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,731,324 | 165,677 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,731,137 | 150,142 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,801,152 | 162,266 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,969,181 | 157,787 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,617,078 | 157,610 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,526,665 | 125,034 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,303,313 | 121,805 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,434,980 | 115,167 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $803,569 | 63,423 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $775,573 | 56,201 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $682,398 | 49,629 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $461,007 | 38,578 | Shares | Sole | 2022-02-04 | |
| 2021-06-30 | $120,524 | 10,002 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||