Position in SELF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,054
+$265 QoQ
Shares Held
5,686
+0.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026OSAIC HOLDINGS, INC. holds $50,532,261 across 18 REIT - Specialty names. SELF ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
110,503 | $11,286,774 | |
| 2 | AMT |
American Tower Corp /Ma/
|
55,926 | $9,651,707 | |
| 3 | EQIX |
Equinix Inc
|
7,012 | $6,873,441 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
37,008 | $6,669,209 | |
| 5 | EPR |
Epr Properties
|
69,467 | $3,470,570 | |
| 6 | CCI |
Crown Castle Inc.
|
35,815 | $2,912,115 | |
| 7 | SBAC |
Sba Communications Corp
|
16,859 | $2,901,600 | |
| 8 | WY |
Weyerhaeuser Co
|
102,945 | $2,514,945 |
All Filings in SELF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,054 | 5,686 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $28,789 | 5,645 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,182 | 5,603 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $29,748 | 5,571 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $23,355 | 4,634 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $17,983 | 3,374 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $31,629 | 6,071 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29,465 | 6,063 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $22,916 | 5,150 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,742 | 3,393 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $18,355 | 3,777 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,276 | 649 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $86,839 | 16,895 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $47,691 | 9,773 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,072,572 | 183,033 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,134,342 | 201,482 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $433,596 | 77,428 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $61,218 | 10,740 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $15,965 | 3,100 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $16,151 | 3,100 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $7,140 | 1,500 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,015 | 1,500 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $8,096 | 2,019 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||