Position in UNIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,005,678
+$1,747,462 QoQ
Shares Held
436,415
+25.6% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
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)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $479,880,634 across 14 REIT - Specialty names. UNIT ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
152,993 | $159,478,369 | |
| 2 | AMT |
American Tower Corp /Ma/
|
512,066 | $83,758,633 | |
| 3 | IRM |
Iron Mountain Inc
|
453,715 | $57,308,738 | |
| 4 | CCI |
Crown Castle Inc.
|
686,554 | $51,992,732 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
280,567 | $50,384,219 | |
| 6 | WY |
Weyerhaeuser Co
|
1,183,412 | $28,330,879 | |
| 7 | SBAC |
Sba Communications Corp
|
121,303 | $21,405,123 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
307,652 | $13,699,741 |
All Filings in UNIT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,005,678 | 436,415 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||