Position in WY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,268,888
-$271,586 QoQ
Shares Held
554,256
0.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#97
of 901 holders
Holding Since
Mar 2020
26 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, 2026Greenwich Wealth Management LLC holds $13,854,795 across 2 REIT - Specialty names. WY ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
This page
|
554,256 | $13,268,888 | |
| 2 | AMT |
American Tower Corp /Ma/
|
3,582 | $585,907 |
All Filings in WY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,268,888 | 554,256 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,540,474 | 554,256 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,130,324 | 554,256 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,740,006 | 554,256 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,238,836 | 554,256 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,228,615 | 554,256 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,625,107 | 555,066 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,784,444 | 554,768 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,756,336 | 554,996 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,941,684 | 555,324 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $19,271,481 | 554,256 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $17,013,969 | 554,924 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $18,610,448 | 555,370 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $16,753,515 | 556,041 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $17,268,829 | 557,059 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $15,949,646 | 558,461 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,463,273 | 557,466 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $21,126,938 | 557,439 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $22,961,185 | 557,581 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $19,863,781 | 558,442 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $19,200,336 | 557,825 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $19,835,501 | 557,177 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $18,702,564 | 557,786 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,885,098 | 556,981 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $12,503,234 | 556,689 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $9,443,133 | 557,117 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||