Position in WY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,008,206
+$67,585 QoQ
Shares Held
83,885
+5.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#278
of 900 holders
Holding Since
Jun 2024
9 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, 2026Atria Investments, Inc holds $18,893,312 across 9 REIT - Specialty names. WY ranks #6 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
37,017 | $6,054,870 | |
| 2 | CCI |
Crown Castle Inc.
|
33,249 | $2,517,946 | |
| 3 | EQIX |
Equinix Inc
|
2,232 | $2,326,614 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
13,995 | $2,182,940 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
11,930 | $2,142,389 | |
| 6 | WY |
Weyerhaeuser Co
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|
83,885 | $2,008,206 | |
| 7 | SBAC |
Sba Communications Corp
|
4,240 | $748,190 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
13,702 | $610,150 |
All Filings in WY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,008,206 | 83,885 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,940,621 | 79,436 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $533,475 | 22,519 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $397,334 | 16,028 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $505,270 | 19,668 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $365,531 | 12,484 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $259,908 | 9,233 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $481,286 | 14,214 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $454,864 | 16,022 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||