Position in UNIT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,258,216
+$1,336,609 QoQ
Shares Held
347,358
+26.7% QoQ
Ownership
0.143%
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)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $358,758,231 across 13 REIT - Specialty names. UNIT ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
88,699 | $86,946,303 | |
| 2 | AMT |
American Tower Corp /Ma/
|
479,074 | $82,678,586 | |
| 3 | CCI |
Crown Castle Inc.
|
583,392 | $47,435,599 | |
| 4 | IRM |
Iron Mountain Inc
|
406,013 | $41,470,164 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
210,674 | $37,965,559 | |
| 6 | WY |
Weyerhaeuser Co
|
992,791 | $24,253,880 | |
| 7 | SBAC |
Sba Communications Corp
|
97,383 | $16,760,585 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
288,363 | $12,794,663 |
All Filings in UNIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,258,216 | 347,358 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,921,607 | 274,124 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,876,126 | 306,557 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||