Position in FRMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,072,003
New position
Shares Held
117,031
first reported quarter
Ownership
0.018%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#4
of 37 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Forum Financial Management, LP holds $1,426,134 across 2 REIT - Specialty names. FRMI ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRMI |
Fermi Inc.
This page
|
117,031 | $1,072,003 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
1,972 | $354,131 |
All Filings in FRMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,003 | 117,031 | Shares | Other | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||