Position in WY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$32,366
-$663 QoQ
Shares Held
1,352
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#736
of 896 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Asset Dedication, LLC holds $100,491 across 10 REIT - Specialty names. WY ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
This page
|
1,352 | $32,366 | |
| 2 | EQIX |
Equinix Inc
|
13 | $13,551 | |
| 3 | FRMI |
Fermi Inc.
|
1,230 | $11,266 | |
| 4 | CCI |
Crown Castle Inc.
|
122 | $9,239 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
45 | $8,081 | |
| 6 | AMT |
American Tower Corp /Ma/
|
48 | $7,851 | |
| 7 | IRM |
Iron Mountain Inc
|
55 | $6,947 | |
| 8 | RYN |
Rayonier Inc
|
261 | $5,554 |
All Filings in WY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,366 | 1,352 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $33,029 | 1,352 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $38,638 | 1,631 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $40,432 | 1,631 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $41,900 | 1,631 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $47,755 | 1,631 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $45,912 | 1,631 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $59,796 | 1,766 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $18,339 | 646 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $23,197 | 646 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $22,461 | 646 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $19,806 | 646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,123 | 511 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $15,396 | 511 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $15,841 | 511 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $14,594 | 511 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $31,722 | 837 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $57,446 | 1,395 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $59,722 | 1,679 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $57,791 | 1,679 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $10,110 | 284 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $27,125 | 809 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $15,115 | 530 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $11,903 | 530 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $8,983 | 530 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||