Position in FRMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,809
+$1,889 QoQ
Shares Held
525
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 294 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRMI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,254,722 across 10 REIT - Specialty names. FRMI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
61,600 | $1,474,704 | |
| 2 | IRM |
Iron Mountain Inc
|
11,573 | $1,461,785 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
777 | $139,533 | |
| 4 | FPI |
Farmland Partners Inc.
|
11,270 | $109,093 | |
| 5 | AMT |
American Tower Corp /Ma/
|
213 | $34,840 | |
| 6 | CCI |
Crown Castle Inc.
|
200 | $15,146 | |
| 7 | RYN |
Rayonier Inc
|
524 | $11,150 | |
| 8 | FRMI |
Fermi Inc.
This page
|
525 | $4,809 |
All Filings in FRMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,809 | 525 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,920 | 500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,000 | 500 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||