Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,056,903
-$46,844 QoQ
Shares Held
44,148
-2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#366
of 896 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Derivatives in WY
reported options exposure · as of Dec 31, 2025CallValue
$18,952
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $58,671,978 across 8 REIT - Specialty names. WY ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
30,610 | $31,907,557 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
88,953 | $15,974,179 | |
| 3 | AMT |
American Tower Corp /Ma/
|
23,783 | $3,890,185 | |
| 4 | IRM |
Iron Mountain Inc
|
21,006 | $2,653,267 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
10,726 | $1,673,041 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
44,148 | $1,056,903 | |
| 7 | CCI |
Crown Castle Inc.
|
10,735 | $812,961 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
15,807 | $703,885 |
All Filings in WY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,903 | 44,148 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,103,747 | 45,180 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,952 | 800 | Call | Defined | 2026-02-02 | |
| 2025-12-31 | $496,992 | 20,979 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $247,627 | 9,989 | Shares | Defined | 2025-10-23 | |
| 2025-09-30 | $19,832 | 800 | Call | Defined | 2025-10-23 | |
| 2022-12-31 | $4,123 | 133 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $3,769 | 132 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $4,371 | 132 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,964 | 131 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||