Position in FPI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,177,095
-$1,847,531 QoQ
Shares Held
1,464,576
+2.6% QoQ
Ownership
3.36%
of shares outstanding
% of Portfolio
12.20%
of 13F equity value
Holder Rank
#4
of 177 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Accordant Advisory Group Inc holds $14,200,529 across 4 REIT - Specialty names. FPI ranks #1 (99.8% of the industry book) .
All Filings in FPI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,177,095 | 1,464,576 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,024,626 | 1,426,948 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,963,582 | 1,337,831 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,686,275 | 1,166,018 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,179,134 | 1,145,016 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,108,177 | 906,563 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,510,053 | 893,712 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,495,599 | 812,976 | Principal | Sole | 2024-10-22 | |
| 2024-06-30 | $5,972,493 | 517,996 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,490,137 | 494,607 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||