Position in WY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$215
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#890
of 896 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IMA Advisory Services, Inc. holds $1,729,769 across 7 REIT - Specialty names. WY ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,276 | $1,330,089 | |
| 2 | IRM |
Iron Mountain Inc
|
2,804 | $354,173 | |
| 3 | AMT |
American Tower Corp /Ma/
|
190 | $31,078 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
40 | $7,183 | |
| 5 | EPR |
Epr Properties
|
116 | $6,729 | |
| 6 | CCI |
Crown Castle Inc.
|
4 | $302 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
9 | $215 |
All Filings in WY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215 | 9 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||