Position in WY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$811,589
-$43,264 QoQ
Shares Held
33,901
-6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#402
of 896 holders
Holding Since
Sep 2020
23 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, 2026J.W. COLE ADVISORS, INC. holds $8,237,922 across 9 REIT - Specialty names. WY ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
28,494 | $3,599,077 | |
| 2 | AMT |
American Tower Corp /Ma/
|
11,277 | $1,844,578 | |
| 3 | WY |
Weyerhaeuser Co
This page
|
33,901 | $811,589 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
3,117 | $559,750 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,276 | $355,010 | |
| 6 | EQIX |
Equinix Inc
|
298 | $310,632 | |
| 7 | CCI |
Crown Castle Inc.
|
3,775 | $285,880 | |
| 8 | SBAC |
Sba Communications Corp
|
1,487 | $262,396 |
All Filings in WY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,589 | 33,901 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $854,853 | 36,085 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $967,776 | 39,039 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $998,981 | 38,886 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,087,137 | 37,129 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $562,915 | 19,997 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $635,924 | 18,781 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $528,650 | 18,621 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $663,975 | 18,490 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $646,513 | 18,594 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $535,200 | 17,456 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $610,150 | 18,208 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $575,724 | 19,108 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $594,332 | 19,172 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $656,365 | 22,982 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $759,739 | 22,939 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $794,535 | 20,964 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $799,674 | 19,419 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $688,208 | 19,348 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $664,340 | 19,301 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $388,609 | 10,916 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $362,962 | 10,825 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $398,424 | 13,970 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||