Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,326,793
-$195,584 QoQ
Shares Held
222,506
-1.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#176
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $29,159,722 across 11 REIT - Specialty names. WY ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
33,558 | $6,026,345 | |
| 2 | WY |
Weyerhaeuser Co
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|
222,506 | $5,326,793 | |
| 3 | IRM |
Iron Mountain Inc
|
38,708 | $4,889,207 | |
| 4 | CCI |
Crown Castle Inc.
|
48,434 | $3,667,906 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
80,610 | $3,589,563 | |
| 6 | AMT |
American Tower Corp /Ma/
|
16,359 | $2,675,841 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
6,683 | $1,042,414 | |
| 8 | EQIX |
Equinix Inc
|
795 | $828,700 |
All Filings in WY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,326,793 | 222,506 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,522,377 | 226,049 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,376,113 | 226,936 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,995,539 | 282,192 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,037,689 | 235,021 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,499,954 | 256,146 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $6,885,658 | 244,606 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,339,548 | 246,295 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,019,143 | 247,240 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $9,111,839 | 253,741 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,875,981 | 255,277 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,511,645 | 277,614 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,662,239 | 288,339 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,839,388 | 293,375 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,493,626 | 306,246 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,918,688 | 277,265 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,139,132 | 275,940 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,743,967 | 283,482 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,585,303 | 232,766 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,045,471 | 226,187 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,460,190 | 216,740 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,163,827 | 229,321 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $7,559,070 | 225,442 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,406,330 | 259,689 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $8,680,879 | 386,504 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,985,396 | 648,106 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||