Position in FPI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,470,971
+$1,028,689 QoQ
Shares Held
151,960
+285.8% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 180 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026UBS Group AG holds $2,231,992,027 across 18 REIT - Specialty names. FPI ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
569,031 | $593,152,221 | |
| 2 | AMT |
American Tower Corp /Ma/
|
3,253,371 | $532,153,891 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,033,644 | $365,201,787 | |
| 4 | CCI |
Crown Castle Inc.
|
2,698,919 | $204,389,134 | |
| 5 | SBAC |
Sba Communications Corp
|
749,729 | $132,297,178 | |
| 6 | IRM |
Iron Mountain Inc
|
915,101 | $115,586,405 | |
| 7 | WY |
Weyerhaeuser Co
|
2,578,148 | $61,720,861 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
286,054 | $44,618,702 |
All Filings in FPI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,470,971 | 151,960 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $442,282 | 39,384 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $671,206 | 69,268 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,038,875 | 95,485 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,130,211 | 98,194 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,048,244 | 94,013 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,167,226 | 99,254 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $784,898 | 75,110 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $869,880 | 75,445 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,615,526 | 145,543 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,761,700 | 141,162 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,360,926 | 132,644 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,832,573 | 150,088 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,662,714 | 155,394 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,996,664 | 160,246 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $951,783 | 75,121 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,392,505 | 173,370 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $693,302 | 50,422 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $208,992 | 17,489 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $182,080 | 15,186 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $176,760 | 14,669 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $213,471 | 19,043 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $38,906 | 4,472 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,724 | 1,310 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $64,444 | 9,408 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $149,625 | 24,650 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||