Position in WY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$773,812
-$71,148 QoQ
Shares Held
32,323
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 207 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, 2026Sequoia Financial Advisors, LLC holds $19,677,749 across 13 REIT - Specialty names. WY ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
35,551 | $6,384,248 | |
| 2 | EQIX |
Equinix Inc
|
2,240 | $2,334,953 | |
| 3 | AMT |
American Tower Corp /Ma/
|
12,326 | $2,016,163 | |
| 4 | FRMI |
Fermi Inc.
|
201,456 | $1,845,336 | |
| 5 | IRM |
Iron Mountain Inc
|
12,408 | $1,567,254 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
34,538 | $1,537,977 | |
| 7 | RYN |
Rayonier Inc
|
42,450 | $903,336 | |
| 8 | WY |
Weyerhaeuser Co
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|
32,323 | $773,812 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,812 | 32,323 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $844,960 | 34,587 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $847,296 | 35,766 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $765,639 | 30,885 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $907,165 | 35,312 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,147,658 | 39,196 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,171,715 | 41,624 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,339,569 | 39,562 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,340,746 | 47,226 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,871,557 | 52,118 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,090,650 | 60,128 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,765,433 | 57,581 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,977,157 | 59,002 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,910,031 | 63,393 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,068,041 | 66,711 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,812,160 | 63,451 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,116,997 | 63,919 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,476,613 | 65,346 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,801,557 | 68,032 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $2,320,800 | 65,246 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,617,950 | 76,059 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,784,881 | 78,227 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,740,742 | 81,740 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,461,732 | 86,316 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,243,372 | 99,883 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $2,086,239 | 123,082 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||