Position in WY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$23,820
-$487 QoQ
Shares Held
995
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#752
of 896 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $6,013,584 across 8 REIT - Specialty names. WY ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
14,036 | $2,295,868 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
10,309 | $1,851,290 | |
| 3 | EQIX |
Equinix Inc
|
1,577 | $1,643,849 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
719 | $112,149 | |
| 5 | IRM |
Iron Mountain Inc
|
632 | $79,827 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
995 | $23,820 | |
| 7 | CCI |
Crown Castle Inc.
|
89 | $6,739 | |
| 8 | RYN |
Rayonier Inc
|
2 | $42 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,820 | 995 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $24,307 | 995 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $23,571 | 995 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $43,704 | 1,763 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $45,291 | 1,763 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $51,620 | 1,763 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $107,138 | 3,806 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $128,871 | 3,806 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $108,052 | 3,806 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $137,894 | 3,840 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $132,334 | 3,806 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $116,691 | 3,806 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $127,539 | 3,806 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $114,674 | 3,806 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $118,420 | 3,820 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $109,099 | 3,820 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $137,878 | 4,163 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $157,777 | 4,163 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $226,901 | 5,510 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $76,937 | 2,163 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $74,450 | 2,163 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $77,002 | 2,163 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $74,738 | 2,229 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $65,424 | 2,294 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $51,523 | 2,294 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $38,883 | 2,294 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||