Position in FPI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$312,194
+$46,291 QoQ
Shares Held
27,800
+1.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $69,500,461 across 14 REIT - Specialty names. FPI ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
105,519 | $18,210,469 | |
| 2 | IRM |
Iron Mountain Inc
|
156,662 | $16,001,456 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
88,316 | $15,915,426 | |
| 4 | EQIX |
Equinix Inc
|
5,424 | $5,316,821 | |
| 5 | CCI |
Crown Castle Inc.
|
52,332 | $4,255,114 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
20,397 | $2,583,484 | |
| 7 | WY |
Weyerhaeuser Co
|
85,841 | $2,097,095 | |
| 8 | SBAC |
Sba Communications Corp
|
11,738 | $2,020,227 |
All Filings in FPI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,194 | 27,800 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $265,903 | 27,441 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $329,087 | 30,247 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $386,643 | 33,592 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $505,708 | 45,355 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,166,215 | 99,168 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,117,105 | 106,900 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $472,361 | 40,968 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $467,476 | 42,115 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $529,301 | 42,412 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $448,505 | 43,714 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $538,888 | 44,135 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $482,537 | 45,097 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $666,958 | 53,528 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $700,562 | 55,293 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $550,137 | 39,865 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $223,561 | 16,259 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $123,634 | 10,346 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $126,230 | 10,528 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||