Position in FRMI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,510,356
+$6,023,396 QoQ
Shares Held
1,114,787
+1731.4% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FRMI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $387,669,996 across 15 REIT - Specialty names. FRMI ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
147,916 | $144,993,178 | |
| 2 | AMT |
American Tower Corp /Ma/
|
374,033 | $64,550,613 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
340,082 | $61,286,175 | |
| 4 | CCI |
Crown Castle Inc.
|
364,862 | $29,666,927 | |
| 5 | IRM |
Iron Mountain Inc
|
255,348 | $26,081,244 | |
| 6 | WY |
Weyerhaeuser Co
|
962,972 | $23,525,404 | |
| 7 | SBAC |
Sba Communications Corp
|
58,419 | $10,054,491 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
156,855 | $6,959,655 |
All Filings in FRMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,510,356 | 1,114,787 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $486,960 | 60,870 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||