Position in OUT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$76,453,974
+$17,846,071 QoQ
Shares Held
2,333,760
+5.5% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 370 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 7%
None 2%
Common Shares in OUT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $5,025,810,626 across 14 REIT - Specialty names. OUT ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,219,466 | $1,271,159,161 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,875,655 | $961,080,885 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
4,905,453 | $880,921,247 | |
| 4 | IRM |
Iron Mountain Inc
|
4,625,684 | $584,270,144 | |
| 5 | CCI |
Crown Castle Inc.
|
6,373,473 | $482,663,108 | |
| 6 | SBAC |
Sba Communications Corp
|
1,611,278 | $284,326,113 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,310,044 | $204,340,660 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,120,019 | $183,464,444 |
All Filings in OUT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,453,974 | 2,333,760 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $58,607,903 | 2,211,619 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $50,071,580 | 2,077,659 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $37,378,678 | 2,040,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,628,328 | 1,999,285 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,533,150 | 1,953,727 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,828,296 | 1,906,897 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $36,019,934 | 1,959,732 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $28,648,884 | 2,003,424 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $33,915,825 | 2,019,998 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $28,866,893 | 2,067,826 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,435,325 | 2,023,292 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $32,000,108 | 2,035,625 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $32,054,152 | 1,974,994 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,519,563 | 1,901,060 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $29,663,149 | 1,952,811 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $34,344,250 | 2,026,210 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $58,717,278 | 2,065,328 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $56,277,810 | 2,098,353 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $54,424,145 | 2,159,686 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $50,625,463 | 2,106,761 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $45,556,430 | 2,086,873 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $41,181,775 | 2,105,406 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $31,450,478 | 2,161,543 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $31,840,619 | 2,247,051 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $30,036,364 | 2,228,213 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||