Position in WY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,039,115
-$259,828 QoQ
Shares Held
43,405
-18.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#370
of 900 holders
Holding Since
Dec 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, 2026Crestwood Advisors Group, LLC holds $10,409,489 across 9 REIT - Specialty names. WY ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
16,431 | $2,687,618 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
13,956 | $2,506,217 | |
| 3 | IRM |
Iron Mountain Inc
|
13,246 | $1,673,102 | |
| 4 | WY |
Weyerhaeuser Co
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|
43,405 | $1,039,115 | |
| 5 | EQIX |
Equinix Inc
|
764 | $796,385 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,427 | $534,543 | |
| 7 | EPR |
Epr Properties
|
9,154 | $531,023 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
8,529 | $379,796 |
All Filings in WY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,115 | 43,405 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,298,943 | 53,170 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,291,341 | 54,510 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,886,692 | 76,107 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,522,064 | 98,173 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,970,543 | 101,453 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,962,703 | 105,247 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,163,865 | 122,973 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,768,914 | 132,755 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $5,300,100 | 147,594 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $6,237,980 | 179,407 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $5,581,193 | 182,035 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $548,391 | 16,365 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $493,077 | 16,365 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $507,315 | 16,365 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $467,384 | 16,365 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $542,008 | 16,365 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $620,953 | 16,384 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $673,910 | 16,365 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $582,103 | 16,365 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $563,283 | 16,365 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $598,364 | 16,808 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $565,349 | 16,861 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||