Position in WY
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$2,193,814
+$1,684,124 QoQ
Shares Held
89,800
+317.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $36,441,046 across 17 REIT - Specialty names. WY ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
52,153 | $9,000,564 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
46,563 | $5,897,669 | |
| 3 | IRM |
Iron Mountain Inc
|
41,818 | $4,271,290 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
23,319 | $4,202,316 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
312,709 | $3,189,631 | |
| 6 | EQIX |
Equinix Inc
|
2,787 | $2,731,928 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
89,800 | $2,193,814 | |
| 8 | CCI |
Crown Castle Inc.
|
24,472 | $1,989,818 |
All Filings in WY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,193,814 | 89,800 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $509,690 | 21,515 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $384,071 | 15,493 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $456,614 | 17,774 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $484,964 | 16,563 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $489,162 | 17,377 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $563,802 | 16,651 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $525,697 | 18,517 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $617,472 | 17,195 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $531,633 | 15,290 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $293,232 | 9,564 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $371,826 | 11,096 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $383,886 | 12,741 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $575,391 | 18,561 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $342,148 | 11,980 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $454,770 | 13,731 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $462,796 | 12,211 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $984,202 | 23,900 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $424,421 | 11,932 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $460,264 | 13,372 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $508,474 | 14,283 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $533,931 | 15,924 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $472,576 | 16,570 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $225,183 | 10,026 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||