Position in WY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,811
-$1,223 QoQ
Shares Held
201
-18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#835
of 896 holders
Holding Since
Jun 2020
15 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, 2026Transamerica Financial Advisors, LLC holds $166,529 across 12 REIT - Specialty names. WY ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
51 | $53,161 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
973 | $43,327 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
118 | $21,190 | |
| 4 | AMT |
American Tower Corp /Ma/
|
109 | $17,829 | |
| 5 | IRM |
Iron Mountain Inc
|
111 | $14,020 | |
| 6 | CCI |
Crown Castle Inc.
|
64 | $4,846 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
201 | $4,811 | |
| 8 | EPR |
Epr Properties
|
46 | $2,668 |
All Filings in WY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,811 | 201 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,034 | 247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,842 | 120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,908 | 77 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 2 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,594 | 441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,605 | 441 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $22 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||