Position in FRMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$384,720
+$151,120 QoQ
Shares Held
42,000
+5.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#156
of 287 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRMI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Evercore Wealth Management, LLC holds $33,250,501 across 5 REIT - Specialty names. FRMI ranks #5 (1.2% of the industry book) .
All Filings in FRMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,720 | 42,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $233,600 | 40,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $120,000 | 15,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||