Position in WY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,029
-$558 QoQ
Shares Held
43
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#868
of 893 holders
Holding Since
Mar 2021
22 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, 2026MV CAPITAL MANAGEMENT, INC. holds $220,514 across 11 REIT - Specialty names. WY ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
86 | $89,645 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
262 | $47,049 | |
| 3 | AMT |
American Tower Corp /Ma/
|
257 | $42,037 | |
| 4 | CCI |
Crown Castle Inc.
|
283 | $21,431 | |
| 5 | IRM |
Iron Mountain Inc
|
110 | $13,894 | |
| 6 | SBAC |
Sba Communications Corp
|
23 | $4,058 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
43 | $1,029 | |
| 8 | FRMI |
Fermi Inc.
|
74 | $677 |
All Filings in WY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029 | 43 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,587 | 65 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,208 | 51 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,933 | 78 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $1,464 | 57 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,040 | 138 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,941 | 140 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,498 | 251 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,680 | 341 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $13,035 | 363 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $94,643 | 2,722 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $87,319 | 2,848 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $125,293 | 3,739 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $133,475 | 4,430 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,146 | 166 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $9,139 | 320 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,426 | 345 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,308 | 272 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,512 | 231 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,042 | 198 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,170 | 34 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $605 | 17 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||