Position in WY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$20,681,607
+$5,139,286 QoQ
Shares Held
846,566
+29.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7.527233552965747.ToString("F0")%
Shared 0.ToString("F0")%
None 92.47276644703425.ToString("F0")%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $372,564,838 across 17 REIT - Specialty names. WY ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
849,192 | $146,553,555 | |
| 2 | IRM |
Iron Mountain Inc
|
621,238 | $63,453,249 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
270,686 | $48,780,324 | |
| 4 | CCI |
Crown Castle Inc.
|
367,419 | $29,874,838 | |
| 5 | EQIX |
Equinix Inc
|
30,289 | $29,690,489 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
846,566 | $20,681,607 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
119,303 | $15,110,917 | |
| 8 | EPR |
Epr Properties
|
90,627 | $4,527,724 |
All Filings in WY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,681,607 | 846,566 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,542,321 | 656,071 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,479,413 | 543,744 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,152,321 | 589,814 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,493,131 | 529,137 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $16,076,493 | 571,101 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $26,000,518 | 767,883 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $19,255,290 | 678,242 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $22,106,698 | 615,614 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,042,471 | 576,430 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,401,965 | 534,963 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,613,124 | 525,608 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $14,964,154 | 496,653 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,037,046 | 485,066 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,256,838 | 464,175 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,391,228 | 464,711 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,989,841 | 474,666 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,674,126 | 429,192 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,711,787 | 413,601 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,813,141 | 517,523 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,275,216 | 457,169 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,786,397 | 381,342 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,355,238 | 398,150 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,256,296 | 367,600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,629,517 | 391,122 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||