Position in FPI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$860,890
+$31,342 QoQ
Shares Held
88,935
+20.4% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 180 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in FPI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $102,246,759 across 16 REIT - Specialty names. FPI ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,133 | $20,986,437 | |
| 2 | IRM |
Iron Mountain Inc
|
106,912 | $13,504,054 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
73,746 | $13,243,306 | |
| 4 | AMT |
American Tower Corp /Ma/
|
58,701 | $9,601,722 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
58,888 | $9,185,350 | |
| 6 | CCI |
Crown Castle Inc.
|
100,116 | $7,581,784 | |
| 7 | EPR |
Epr Properties
|
122,139 | $7,085,283 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
154,626 | $6,885,495 |
All Filings in FPI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,890 | 88,935 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $829,548 | 73,869 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,115,096 | 115,077 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $643,682 | 59,162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $579,183 | 50,320 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||