Position in WY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,788
-$98 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#839
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, 2026Colonial Trust Advisors holds $291,720 across 9 REIT - Specialty names. WY ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
139 | $144,892 | |
| 2 | CCI |
Crown Castle Inc.
|
1,025 | $77,623 | |
| 3 | IRM |
Iron Mountain Inc
|
300 | $37,893 | |
| 4 | RYN |
Rayonier Inc
|
475 | $10,108 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
50 | $8,979 | |
| 6 | WY |
Weyerhaeuser Co
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|
200 | $4,788 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
91 | $4,052 | |
| 8 | AMT |
American Tower Corp /Ma/
|
20 | $3,271 |
All Filings in WY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,788 | 200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,886 | 200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $42,642 | 1,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,622 | 1,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $53,537 | 2,084 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $65,411 | 2,234 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $60,775 | 2,159 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $91,760 | 2,710 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $76,936 | 2,710 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $97,316 | 2,710 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $94,678 | 2,723 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $83,487 | 2,723 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $91,247 | 2,723 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $82,043 | 2,723 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $84,413 | 2,723 | Shares | Sole | 2023-02-14 | |
| 2020-03-31 | $605,793 | 35,740 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||