Position in WY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$335,638
+$42,601 QoQ
Shares Held
14,020
+16.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#549
of 900 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $6,215,214 across 16 REIT - Specialty names. WY ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,962 | $2,866,455 | |
| 2 | EQIX |
Equinix Inc
|
699 | $728,630 | |
| 3 | AMT |
American Tower Corp /Ma/
|
4,177 | $683,231 | |
| 4 | CCI |
Crown Castle Inc.
|
6,521 | $493,835 | |
| 5 | IRM |
Iron Mountain Inc
|
2,729 | $344,699 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
14,020 | $335,638 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,594 | $248,632 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
4,476 | $146,633 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,638 | 14,020 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $293,037 | 11,995 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $260,755 | 11,007 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $280,102 | 11,299 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $320,945 | 12,493 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $382,016 | 13,047 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $154,205 | 5,478 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $208,306 | 6,152 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $180,020 | 6,341 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $229,716 | 6,397 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $251,839 | 7,243 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $278,116 | 9,071 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $265,097 | 7,911 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $281,836 | 9,354 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $462 | 11,824 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $329,925 | 11,552 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $391,842 | 11,831 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $411,252 | 10,851 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $441,614 | 10,724 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $417,022 | 11,724 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $426,394 | 12,388 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $471,735 | 13,251 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $483,636 | 14,424 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $350,396 | 12,286 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $302,154 | 13,453 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $223,604 | 13,192 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||