Position in LAMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,103,341
+$913,068 QoQ
Shares Held
39,129
-4.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#165
of 771 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026&PARTNERS holds $80,874,260 across 11 REIT - Specialty names. LAMR ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
164,300 | $26,874,551 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
145,923 | $26,204,852 | |
| 3 | IRM |
Iron Mountain Inc
|
78,284 | $9,888,052 | |
| 4 | EQIX |
Equinix Inc
|
6,223 | $6,486,792 | |
| 5 | LAMR |
Lamar Advertising Co/New
This page
|
39,129 | $6,103,341 | |
| 6 | CCI |
Crown Castle Inc.
|
21,088 | $1,596,994 | |
| 7 | WY |
Weyerhaeuser Co
|
59,464 | $1,423,568 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
24,467 | $1,089,515 |
All Filings in LAMR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,103,341 | 39,129 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,190,273 | 40,978 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,839,406 | 38,232 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,792,498 | 39,148 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,205,245 | 34,651 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,601,592 | 31,654 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,726,826 | 30,613 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,254,904 | 9,393 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $235,354 | 1,969 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||