Position in UNIT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,147,157
+$190,320 QoQ
Shares Held
335,518
-20.5% QoQ
Ownership
0.138%
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 100%
Shared 0%
None 0%
Common Shares in UNIT Over Time
Shares Held
Position Value (USD)
Derivatives in UNIT
reported options exposure · as of Dec 31, 2025CallValue
$2,909,150
CallShares
415,000
PutValue
$841,200
PutShares
120,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $1,139,874,721 across 18 REIT - Specialty names. UNIT ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,501,851 | $604,349,443 | |
| 2 | EQIX |
Equinix Inc
|
118,374 | $116,034,927 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
561,899 | $101,259,816 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
766,528 | $97,088,434 | |
| 5 | CCI |
Crown Castle Inc.
|
909,964 | $73,989,172 | |
| 6 | IRM |
Iron Mountain Inc
|
658,454 | $67,254,489 | |
| 7 | WY |
Weyerhaeuser Co
|
1,187,582 | $29,012,625 | |
| 8 | SBAC |
Sba Communications Corp
|
131,473 | $22,627,815 |
All Filings in UNIT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,147,157 | 335,518 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $841,200 | 120,000 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $2,909,150 | 415,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $2,956,837 | 421,803 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,190,140 | 521,265 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $2,539,800 | 415,000 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $734,400 | 120,000 | Put | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||