Position in SELF
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$123,151
+$241 QoQ
Shares Held
24,100
0.0% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SELF Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $36,441,046 across 17 REIT - Specialty names. SELF ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
52,153 | $9,000,564 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
46,563 | $5,897,669 | |
| 3 | IRM |
Iron Mountain Inc
|
41,818 | $4,271,290 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
23,319 | $4,202,316 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
312,709 | $3,189,631 | |
| 6 | EQIX |
Equinix Inc
|
2,787 | $2,731,928 | |
| 7 | WY |
Weyerhaeuser Co
|
89,800 | $2,193,814 | |
| 8 | CCI |
Crown Castle Inc.
|
24,472 | $1,989,818 |
All Filings in SELF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,151 | 24,100 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $122,910 | 24,100 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $121,223 | 24,100 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $83,304 | 15,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $78,624 | 15,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $83,148 | 15,600 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $81,276 | 15,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $75,816 | 15,600 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $69,420 | 15,600 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $72,384 | 15,600 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $75,816 | 15,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $78,780 | 15,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $80,184 | 15,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $76,128 | 15,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $111,533 | 19,033 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||