Position in UNIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,860,135
+$2,712,978 QoQ
Shares Held
510,910
+52.3% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 278 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026WELLS FARGO & COMPANY/MN holds $1,135,515,384 across 19 REIT - Specialty names. UNIT ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,420,232 | $559,447,346 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
751,003 | $117,141,447 | |
| 3 | EQIX |
Equinix Inc
|
111,802 | $116,541,283 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
589,022 | $105,776,569 | |
| 5 | IRM |
Iron Mountain Inc
|
662,157 | $83,637,048 | |
| 6 | CCI |
Crown Castle Inc.
|
771,305 | $58,410,924 | |
| 7 | WY |
Weyerhaeuser Co
|
1,285,883 | $30,784,036 | |
| 8 | SBAC |
Sba Communications Corp
|
121,175 | $21,382,538 |
All Filings in UNIT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,860,135 | 510,910 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||