Position in UNIT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,918,294
+$299,994 QoQ
Shares Held
204,509
-11.4% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNIT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $211,151,152 across 15 REIT - Specialty names. UNIT ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
400,249 | $69,074,972 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
244,222 | $44,011,246 | |
| 3 | RYN |
Rayonier Inc
|
1,087,057 | $22,415,115 | |
| 4 | IRM |
Iron Mountain Inc
|
207,531 | $21,197,216 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
389,885 | $17,299,197 | |
| 6 | CCI |
Crown Castle Inc.
|
211,749 | $17,217,311 | |
| 7 | EQIX |
Equinix Inc
|
5,682 | $5,569,723 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
43,422 | $5,499,830 |
All Filings in UNIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,918,294 | 204,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,618,300 | 230,856 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||