Position in WY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$263,866
-$40,556 QoQ
Shares Held
11,022
-11.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#595
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, 2026Institute for Wealth Management, LLC. holds $1,036,068 across 11 REIT - Specialty names. WY ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
This page
|
11,022 | $263,866 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,446 | $236,522 | |
| 3 | CCI |
Crown Castle Inc.
|
2,659 | $201,366 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
724 | $130,015 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
509 | $79,393 | |
| 6 | IRM |
Iron Mountain Inc
|
249 | $31,451 | |
| 7 | EQIX |
Equinix Inc
|
30 | $31,271 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
658 | $29,300 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,866 | 11,022 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $304,422 | 12,461 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $294,608 | 12,436 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $340,044 | 13,717 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $399,685 | 15,558 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $455,274 | 15,549 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $449,330 | 15,962 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $566,680 | 16,736 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $474,993 | 16,731 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $587,667 | 16,365 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $568,246 | 16,343 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $500,861 | 16,336 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $547,486 | 16,338 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $492,083 | 16,332 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $514,445 | 16,595 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $480,179 | 16,813 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $580,560 | 17,529 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $686,748 | 18,120 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $753,799 | 18,305 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $670,672 | 18,855 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $648,713 | 18,847 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $694,912 | 19,520 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $679,552 | 20,267 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $587,854 | 20,612 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $491,626 | 21,889 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $356,034 | 21,005 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||