Position in WY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,181,101
-$111,849 QoQ
Shares Held
91,107
-2.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#266
of 896 holders
Holding Since
Mar 2022
18 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, 2026Prospera Financial Services Inc holds $12,693,476 across 6 REIT - Specialty names. WY ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6,564 | $6,842,247 | |
| 2 | WY |
Weyerhaeuser Co
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|
91,107 | $2,181,101 | |
| 3 | AMT |
American Tower Corp /Ma/
|
12,120 | $1,982,468 | |
| 4 | IRM |
Iron Mountain Inc
|
7,677 | $969,681 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
2,439 | $437,995 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,795 | $279,984 |
All Filings in WY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,181,101 | 91,107 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,292,950 | 93,858 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,182,417 | 92,124 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,253,163 | 90,890 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,334,809 | 90,884 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,611,512 | 89,191 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,447,276 | 86,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,961,023 | 87,449 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,477,141 | 87,254 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,124,672 | 87,014 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,983,370 | 85,803 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,627,960 | 85,713 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,745,340 | 81,926 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,490,786 | 82,668 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,177,318 | 37,978 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,002,056 | 35,086 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $18,679 | 564 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $95,545 | 2,521 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||