Position in WY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$694
-$38 QoQ
Shares Held
29
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#881
of 896 holders
Holding Since
Mar 2020
25 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, 2026JFS WEALTH ADVISORS, LLC holds $307,851 across 9 REIT - Specialty names. WY ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
137 | $142,807 | |
| 2 | IRM |
Iron Mountain Inc
|
783 | $98,900 | |
| 3 | CCI |
Crown Castle Inc.
|
740 | $56,040 | |
| 4 | AMT |
American Tower Corp /Ma/
|
45 | $7,360 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
29 | $694 | |
| 6 | EPR |
Epr Properties
|
11 | $638 | |
| 7 | RYN |
Rayonier Inc
|
26 | $553 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
3 | $538 |
All Filings in WY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694 | 29 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $732 | 30 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $710 | 30 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $49 | 2 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $51 | 2 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $556 | 19 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $56 | 2 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $67 | 2 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $56 | 2 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $323 | 9 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,356 | 39 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $35,855 | 1,070 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $32,239 | 1,070 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $33,170 | 1,070 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $30,559 | 1,070 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $35,438 | 1,070 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $40,553 | 1,070 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $44,268 | 1,075 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $38,059 | 1,070 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $37,173 | 1,080 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $38,448 | 1,080 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $36,212 | 1,080 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $30,801 | 1,080 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $164,115 | 7,307 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $123,853 | 7,307 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||