Position in SELF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$351,955
+$29,412 QoQ
Shares Held
67,167
+6.4% QoQ
Ownership
0.588%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 10 holders
Holding Since
Dec 2023
10 quarters on record
Common Shares in SELF Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $45,577,329 across 13 REIT - Specialty names. SELF ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
100,099 | $12,643,504 | |
| 2 | AMT |
American Tower Corp /Ma/
|
50,373 | $8,239,511 | |
| 3 | EQIX |
Equinix Inc
|
6,547 | $6,824,527 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
40,786 | $6,361,800 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
31,191 | $5,601,279 | |
| 6 | CCI |
Crown Castle Inc.
|
21,562 | $1,632,890 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
27,546 | $1,226,623 | |
| 8 | WY |
Weyerhaeuser Co
|
49,829 | $1,192,906 |
All Filings in SELF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,955 | 67,167 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $322,543 | 63,120 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $384,381 | 75,369 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $371,581 | 73,873 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,307 | 10,919 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $58,358 | 11,579 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $64,588 | 12,118 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $72,861 | 14,992 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $66,340 | 14,908 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $75,831 | 16,343 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||