Position in WY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$263
-$921 QoQ
Shares Held
11
-78.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#887
of 896 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $15,614 across 9 REIT - Specialty names. WY ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6 | $6,254 | |
| 2 | CCI |
Crown Castle Inc.
|
64 | $4,846 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
51 | $1,670 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
6 | $1,077 | |
| 5 | AMT |
American Tower Corp /Ma/
|
3 | $490 | |
| 6 | UNIT |
Uniti Group Inc.
|
42 | $481 | |
| 7 | IRM |
Iron Mountain Inc
|
3 | $378 | |
| 8 | WY |
Weyerhaeuser Co
This page
|
11 | $263 |
All Filings in WY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263 | 11 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,184 | 50 | Shares | Sole | 2026-02-05 | |
| 2021-03-31 | $3,560 | 100 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $16,845 | 750 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $12,712 | 750 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||