Position in FPI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$248,204
-$34,690 QoQ
Shares Held
25,641
+1.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 180 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $207,326,104 across 15 REIT - Specialty names. FPI ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
391,017 | $63,958,650 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
219,189 | $39,361,960 | |
| 3 | RYN |
Rayonier Inc
|
1,279,401 | $27,225,653 | |
| 4 | IRM |
Iron Mountain Inc
|
211,460 | $26,709,512 | |
| 5 | CCI |
Crown Castle Inc.
|
207,374 | $15,704,433 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
240,661 | $10,716,634 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
52,476 | $8,185,206 | |
| 8 | EQIX |
Equinix Inc
|
6,069 | $6,326,264 |
All Filings in FPI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,204 | 25,641 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $282,894 | 25,191 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,667 | 14,620 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $245,996 | 22,610 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||