Position in FPI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$109,093
+$28,226 QoQ
Shares Held
11,270
+56.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#109
of 177 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,254,722 across 10 REIT - Specialty names. FPI ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
61,600 | $1,474,704 | |
| 2 | IRM |
Iron Mountain Inc
|
11,573 | $1,461,785 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
777 | $139,533 | |
| 4 | FPI |
Farmland Partners Inc.
This page
|
11,270 | $109,093 | |
| 5 | AMT |
American Tower Corp /Ma/
|
213 | $34,840 | |
| 6 | CCI |
Crown Castle Inc.
|
200 | $15,146 | |
| 7 | RYN |
Rayonier Inc
|
524 | $11,150 | |
| 8 | FRMI |
Fermi Inc.
|
525 | $4,809 |
All Filings in FPI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,093 | 11,270 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $80,867 | 7,201 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $52,103 | 5,377 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,819 | 2,465 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $26,407 | 2,527 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $28,986 | 2,514 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $27,750 | 2,500 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $18,720 | 1,500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $15,390 | 1,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,315 | 1,500 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $16,050 | 1,500 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,460 | 1,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,670 | 1,000 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||