Position in FPI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$290,322
-$62,400 QoQ
Shares Held
29,992
-4.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 180 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $395,160,224 across 15 REIT - Specialty names. FPI ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
143,064 | $149,128,481 | |
| 2 | AMT |
American Tower Corp /Ma/
|
382,609 | $62,583,352 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
347,425 | $62,390,579 | |
| 4 | IRM |
Iron Mountain Inc
|
259,638 | $32,794,873 | |
| 5 | WY |
Weyerhaeuser Co
|
918,574 | $21,990,660 | |
| 6 | CCI |
Crown Castle Inc.
|
263,217 | $19,933,422 | |
| 7 | FRMI |
Fermi Inc.
|
1,613,946 | $14,783,745 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
53,863 | $8,401,549 |
All Filings in FPI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,322 | 29,992 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $352,722 | 31,409 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $265,098 | 27,358 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $302,746 | 27,826 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $462,367 | 40,171 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $447,995 | 40,179 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $488,522 | 41,541 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,162,603 | 111,254 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $557,808 | 48,379 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $596,990 | 53,783 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $693,338 | 55,556 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $617,682 | 60,203 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $760,938 | 62,321 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $681,557 | 63,697 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $846,557 | 67,942 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $451,102 | 35,604 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $493,557 | 35,765 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $473,508 | 34,437 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $366,637 | 30,681 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $223,565 | 18,646 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $165,181 | 13,708 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $151,379 | 13,504 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $113,100 | 13,000 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $86,580 | 13,000 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $100,010 | 14,600 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $95,371 | 15,712 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||