Position in WY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$59,395
-$56,426 QoQ
Shares Held
2,481
-47.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#706
of 900 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Community Financial Services Group, LLC holds $1,027,545 across 6 REIT - Specialty names. WY ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
5,388 | $881,314 | |
| 2 | WY |
Weyerhaeuser Co
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|
2,481 | $59,395 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
318 | $57,106 | |
| 4 | EQIX |
Equinix Inc
|
11 | $11,466 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
60 | $9,358 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
200 | $8,906 |
All Filings in WY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,395 | 2,481 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $115,821 | 4,741 | Shares | Defined | 2026-04-08 | |
| 2025-03-31 | $329,136 | 11,241 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $482,856 | 17,153 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $961,555 | 28,398 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $840,854 | 29,618 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,333,194 | 37,126 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $3,809,443 | 124,248 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $6,260,183 | 152,020 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $5,323,761 | 149,670 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,153,740 | 149,731 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $5,308,814 | 149,124 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,963,244 | 148,024 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,231,198 | 148,359 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,181,476 | 230,698 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $4,312,164 | 254,405 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||