Position in FRMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,266,666
New position
Shares Held
1,586,758
first reported quarter
Ownership
0.249%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 82%
Shared 0%
None 18%
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $135,471,877 across 12 REIT - Specialty names. FRMI ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
248,471 | $42,881,125 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
175,172 | $31,567,746 | |
| 3 | IRM |
Iron Mountain Inc
|
211,691 | $21,622,118 | |
| 4 | EQIX |
Equinix Inc
|
13,995 | $13,718,458 | |
| 5 | FRMI |
Fermi Inc.
This page
|
1,586,758 | $9,266,666 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
48,257 | $6,112,231 | |
| 7 | WY |
Weyerhaeuser Co
|
149,246 | $3,646,079 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
81,628 | $3,621,834 |
All Filings in FRMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,266,666 | 1,586,758 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||