Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$636,636
-$285,303 QoQ
Shares Held
26,593
-29.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#439
of 896 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $11,380,258 across 10 REIT - Specialty names. WY ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
24,775 | $4,052,446 | |
| 2 | EQIX |
Equinix Inc
|
2,108 | $2,197,358 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,769 | $1,215,577 | |
| 4 | IRM |
Iron Mountain Inc
|
7,902 | $998,101 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
4,732 | $738,097 | |
| 6 | EPR |
Epr Properties
|
11,146 | $646,579 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
26,593 | $636,636 | |
| 8 | CCI |
Crown Castle Inc.
|
5,913 | $447,791 |
All Filings in WY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,636 | 26,593 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $921,939 | 37,738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $699,849 | 29,542 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $710,183 | 28,648 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $730,161 | 28,422 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $758,322 | 25,899 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $530,036 | 18,829 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $715,698 | 21,137 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $595,395 | 20,972 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $749,154 | 20,862 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $692,687 | 19,922 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $536,703 | 17,505 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $606,162 | 18,089 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $533,391 | 17,703 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $307,613 | 9,923 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $579,666 | 17,502 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $713,126 | 18,816 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $699,895 | 16,996 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||