Position in WY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$91,498
-$26,474 QoQ
Shares Held
3,822
-20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 900 holders
Holding Since
Sep 2020
21 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, 2026MATHER GROUP, LLC. holds $3,371,226 across 12 REIT - Specialty names. WY ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,249 | $1,301,945 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
3,899 | $700,182 | |
| 3 | IRM |
Iron Mountain Inc
|
3,274 | $413,538 | |
| 4 | AMT |
American Tower Corp /Ma/
|
2,112 | $345,459 | |
| 5 | SBAC |
Sba Communications Corp
|
1,381 | $243,691 | |
| 6 | CCI |
Crown Castle Inc.
|
2,929 | $221,813 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
3,822 | $91,498 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
518 | $23,066 |
All Filings in WY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,498 | 3,822 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $117,972 | 4,829 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $122,115 | 4,926 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $163,323 | 5,578 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $139,426 | 4,953 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $178,543 | 5,273 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $218,744 | 7,705 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $245,875 | 6,847 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $237,792 | 6,839 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $209,739 | 6,259 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $204,070 | 6,773 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $288,517 | 9,307 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $272,890 | 9,555 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $331,597 | 10,012 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $372,784 | 9,836 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $414,064 | 10,055 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $325,109 | 9,140 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $347,469 | 10,095 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $372,447 | 10,462 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $301,602 | 8,995 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $232,352 | 8,147 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||