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Security record · archived quarter

FRMI

Fermi Inc. Common Stock · Real Estate · REIT - Specialty

2.61 -1.5% mkt cap $1.67B quote delayed (FMP) · as of Oct 23 17:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025
1Tracked holders
0Δ holders
39.53KShares held
$144,683Reported value
+0New positions
−1Exits
n/a How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 39.53K $144,683 n/a −1
Q2 2026 92 +10 89.22M $817.13M +20 −11
Q1 2026 85 +20 48.88M $285.36M +24 −4
Q4 2025 65 +20 27.82M $222.60M +20 n/a
Holder count
Who holds it · Q3 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 39.53K +11.0% $144,683 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Robeco Institutional Asset… $135,541 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 62.10K shares, $362 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 20 NEUGEBAUER TOBY R

10% owner · 420.75K sh · $1.28M

Oct 14 NEUGEBAUER TOBY R

10% owner · 1.30M sh · $4.09M

Oct 13 NEUGEBAUER TOBY R

10% owner · 2.75M sh · $10.27M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A: Neugebauer Robert R

View original SEC filing ↗

Jul 20 SC 13G: Caddis Holdings, LP

View original SEC filing ↗

Jul 08 SC 13D/A: Caddis Holdings, LP

8.2% of class · View original SEC filing ↗

Jul 02 SC 13D/A: Caddis Holdings, LP

8.2% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2026 · Methodology · Get this via the API