Position in UNIT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$332
+$155 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
of 276 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNIT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026GoalVest Advisory LLC holds $1,308,424 across 6 REIT - Specialty names. UNIT ranks #6 (0.0% of the industry book) .
All Filings in UNIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332 | 29 | Shares | Sole | 2026-07-09 | |
| 2025-09-30 | $177 | 29 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||