Position in SELF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$147,621
+$4,700 QoQ
Shares Held
28,172
+0.7% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 51 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SELF Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $408,603,242 across 18 REIT - Specialty names. SELF ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
863,324 | $141,213,906 | |
| 2 | IRM |
Iron Mountain Inc
|
640,383 | $80,886,776 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
271,739 | $48,798,889 | |
| 4 | EQIX |
Equinix Inc
|
37,893 | $39,499,284 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
178,996 | $27,919,796 | |
| 6 | CCI |
Crown Castle Inc.
|
360,543 | $27,303,921 | |
| 7 | WY |
Weyerhaeuser Co
|
817,820 | $19,578,610 | |
| 8 | RYN |
Rayonier Inc
|
306,355 | $6,519,234 |
All Filings in SELF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,621 | 28,172 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $142,921 | 27,969 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $193,361 | 37,914 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $204,539 | 40,664 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $556,230 | 104,163 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $530,782 | 105,314 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $534,556 | 100,292 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $618,828 | 118,777 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $540,247 | 111,162 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $534,329 | 120,074 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $584,565 | 125,984 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $649,704 | 133,684 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $677,755 | 134,209 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $713,365 | 138,787 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $571,238 | 117,057 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $635,710 | 108,483 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $616,254 | 109,459 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $574,991 | 102,677 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $505,458 | 88,677 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $469,613 | 91,187 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $459,157 | 88,130 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $350,988 | 73,737 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $265,570 | 66,227 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $252,309 | 62,920 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $250,889 | 65,166 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $232,242 | 66,166 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||