Position in UNIT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,697
New position
Shares Held
148
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#226
of 276 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026TFC Financial Management, Inc. holds $16,338 across 7 REIT - Specialty names. UNIT ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
5 | $5,211 | |
| 2 | AMT |
American Tower Corp /Ma/
|
23 | $3,762 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
12 | $2,154 | |
| 4 | UNIT |
Uniti Group Inc.
This page
|
148 | $1,697 | |
| 5 | IRM |
Iron Mountain Inc
|
12 | $1,515 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
7 | $1,091 | |
| 7 | CCI |
Crown Castle Inc.
|
12 | $908 |
All Filings in UNIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697 | 148 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||