Position in WY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$884,894
+$17,752 QoQ
Shares Held
36,963
+4.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#388
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, 2026Allworth Financial LP holds $33,361,029 across 16 REIT - Specialty names. WY ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
74,559 | $9,417,547 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
44,829 | $8,050,391 | |
| 3 | AMT |
American Tower Corp /Ma/
|
46,849 | $7,663,090 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,746 | $3,372,969 | |
| 5 | EQIX |
Equinix Inc
|
2,668 | $2,781,096 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
36,963 | $884,894 | |
| 7 | CCI |
Crown Castle Inc.
|
5,288 | $400,460 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
2,089 | $325,842 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,894 | 36,963 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $867,142 | 35,495 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $810,648 | 34,219 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $209,996 | 8,471 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $241,152 | 9,387 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $221,327 | 7,559 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $195,670 | 6,951 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $121,726 | 3,595 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $106,490 | 3,751 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $138,289 | 3,851 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $121,138 | 3,484 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $111,142 | 3,625 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $118,457 | 3,535 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $103,014 | 3,419 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $109,864 | 3,544 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $91,420 | 3,201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $80,117 | 2,419 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $103,580 | 2,733 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $116,457 | 2,828 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $79,819 | 2,244 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $68,151 | 1,980 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $190,317 | 5,346 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $64,209 | 1,915 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $35,136 | 1,232 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $27,670 | 1,232 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $15,848 | 935 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||