Position in OUT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$689,583
+$214,155 QoQ
Shares Held
21,050
+17.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#202
of 368 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OUT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $10,251,758 across 8 REIT - Specialty names. OUT ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
42,581 | $6,964,959 | |
| 2 | CCI |
Crown Castle Inc.
|
9,361 | $708,903 | |
| 3 | OUT |
OUTFRONT Media Inc.
This page
|
21,050 | $689,583 | |
| 4 | EQIX |
Equinix Inc
|
552 | $575,384 | |
| 5 | IRM |
Iron Mountain Inc
|
4,210 | $531,761 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,670 | $299,887 | |
| 7 | WY |
Weyerhaeuser Co
|
10,846 | $259,643 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,421 | $221,638 |
All Filings in OUT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,583 | 21,050 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $475,428 | 17,941 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $278,685 | 11,564 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $208,185 | 11,364 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||