Position in WY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,106
+$909 QoQ
Shares Held
88
+79.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#858
of 900 holders
Holding Since
Mar 2021
22 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $58,990 across 7 REIT - Specialty names. WY ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
19 | $19,805 | |
| 2 | AMT |
American Tower Corp /Ma/
|
89 | $14,557 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
38 | $6,824 | |
| 4 | CCI |
Crown Castle Inc.
|
82 | $6,209 | |
| 5 | IRM |
Iron Mountain Inc
|
43 | $5,431 | |
| 6 | SBAC |
Sba Communications Corp
|
23 | $4,058 | |
| 7 | WY |
Weyerhaeuser Co
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|
88 | $2,106 |
All Filings in WY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,106 | 88 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,197 | 49 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,160 | 49 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,214 | 49 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $539 | 21 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $614 | 21 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $591 | 21 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $711 | 21 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $596 | 21 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $754 | 21 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $730 | 21 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $643 | 21 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $703 | 21 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $632 | 21 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $651 | 21 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $599 | 21 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $695 | 21 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $795 | 21 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $864 | 21 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $746 | 21 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $722 | 21 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $747 | 21 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||