Position in WY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$839,025
-$89,363 QoQ
Shares Held
35,047
-7.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#399
of 900 holders
Holding Since
Mar 2020
26 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, 2026Wellington Shields & Co., LLC holds $2,183,342 across 2 REIT - Specialty names. WY ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
10,643 | $1,344,317 | |
| 2 | WY |
Weyerhaeuser Co
This page
|
35,047 | $839,025 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,025 | 35,047 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $928,388 | 38,002 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $918,508 | 38,772 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $961,157 | 38,772 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,021,742 | 39,772 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,164,524 | 39,772 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,119,581 | 39,772 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,355,991 | 40,047 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,136,451 | 40,030 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,476,331 | 41,112 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $1,446,640 | 41,606 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $1,307,219 | 42,636 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,084,450 | 32,362 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,302,037 | 43,214 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,349,027 | 43,517 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,252,156 | 43,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,449,728 | 43,772 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,022,760 | 53,371 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,905,686 | 46,277 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,589,730 | 44,693 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,535,820 | 44,620 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,441,942 | 40,504 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,362,659 | 40,640 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,211,415 | 42,476 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $954,010 | 42,476 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $736,918 | 43,476 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||