Position in FPI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,906,272
-$1,253,118 QoQ
Shares Held
196,929
-30.0% QoQ
Ownership
0.451%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 180 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $1,241,720,532 across 17 REIT - Specialty names. FPI ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
470,366 | $490,304,812 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,582,804 | $258,899,247 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
722,325 | $129,715,120 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
544,914 | $84,995,685 | |
| 5 | IRM |
Iron Mountain Inc
|
561,539 | $70,927,989 | |
| 6 | CCI |
Crown Castle Inc.
|
791,279 | $59,923,556 | |
| 7 | WY |
Weyerhaeuser Co
|
2,001,794 | $47,922,948 | |
| 8 | RYN |
Rayonier Inc
|
1,698,896 | $36,152,506 |
All Filings in FPI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,906,272 | 196,929 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,159,390 | 281,335 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,746,734 | 386,660 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $3,355,804 | 308,438 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,447,612 | 299,532 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,203,617 | 287,320 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,490,367 | 296,800 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||