Position in LAMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,773,046
+$3,016,553 QoQ
Shares Held
81,889
+6.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#109
of 772 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $52,670,490 across 10 REIT - Specialty names. LAMR ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
This page
|
81,889 | $12,773,046 | |
| 2 | EQIX |
Equinix Inc
|
11,682 | $12,177,199 | |
| 3 | AMT |
American Tower Corp /Ma/
|
53,328 | $8,722,860 | |
| 4 | CCI |
Crown Castle Inc.
|
98,342 | $7,447,439 | |
| 5 | IRM |
Iron Mountain Inc
|
37,733 | $4,766,055 | |
| 6 | WY |
Weyerhaeuser Co
|
100,911 | $2,415,809 | |
| 7 | RYN |
Rayonier Inc
|
99,991 | $2,127,808 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
9,656 | $1,734,024 |
All Filings in LAMR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,773,046 | 81,889 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,756,493 | 77,029 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,764,254 | 77,139 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $936,513 | 7,650 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $861,170 | 7,096 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $709,873 | 6,239 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $754,057 | 6,194 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $819,101 | 6,131 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $736,423 | 6,161 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $735,206 | 6,157 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $650,113 | 6,117 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $510,418 | 6,115 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $583,787 | 5,882 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $587,552 | 5,882 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $555,260 | 5,882 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||