Position in UNIT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,421,671
+$3,405,593 QoQ
Shares Held
791,223
+38.1% QoQ
Ownership
0.326%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026RAYMOND JAMES FINANCIAL INC holds $941,350,849 across 17 REIT - Specialty names. UNIT ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,551,441 | $267,747,686 | |
| 2 | EQIX |
Equinix Inc
|
258,575 | $253,465,556 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
718,250 | $129,435,830 | |
| 4 | CCI |
Crown Castle Inc.
|
872,461 | $70,939,802 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
489,758 | $62,032,747 | |
| 6 | WY |
Weyerhaeuser Co
|
1,872,045 | $45,734,058 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
741,700 | $32,909,227 | |
| 8 | IRM |
Iron Mountain Inc
|
295,133 | $30,144,883 |
All Filings in UNIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,421,671 | 791,223 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,016,078 | 572,907 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $2,012,432 | 328,829 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||