Position in FR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,655
+$94 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#457
of 483 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $245,879 across 4 REIT - Industrial names. FR ranks #3 (0.7% of the industry book) .
All Filings in FR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655 | 27 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,561 | 27 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,546 | 27 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,389 | 27 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,299 | 27 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,456 | 27 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,353 | 27 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,511 | 27 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,282 | 27 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,418 | 27 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||