Position in FRMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$717,786
New position
Shares Held
78,361
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#129
of 294 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Heritage Trust Co holds $9,140,583 across 4 REIT - Specialty names. FRMI ranks #4 (7.9% of the industry book) .
All Filings in FRMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,786 | 78,361 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||