Position in UNIT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,904
+$6,899 QoQ
Shares Held
602
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#203
of 276 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Avion Wealth holds $177,484 across 13 REIT - Specialty names. UNIT ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
683 | $86,269 | |
| 2 | EQIX |
Equinix Inc
|
26 | $27,102 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
91 | $16,341 | |
| 4 | AMT |
American Tower Corp /Ma/
|
89 | $14,557 | |
| 5 | CCI |
Crown Castle Inc.
|
96 | $7,270 | |
| 6 | UNIT |
Uniti Group Inc.
This page
|
602 | $6,904 | |
| 7 | RYN |
Rayonier Inc
|
250 | $5,320 | |
| 8 | WY |
Weyerhaeuser Co
|
217 | $5,194 |
All Filings in UNIT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,904 | 602 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5 | 602 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,220 | 602 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3 | 602 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||