Position in WY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$246,294
-$109,846 QoQ
Shares Held
10,288
-29.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#608
of 896 holders
Holding Since
Jun 2020
12 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, 2026Ellevest, Inc. holds $2,872,059 across 7 REIT - Specialty names. WY ranks #7 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
5,017 | $820,630 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
2,829 | $508,031 | |
| 3 | IRM |
Iron Mountain Inc
|
3,204 | $404,697 | |
| 4 | EQIX |
Equinix Inc
|
316 | $329,395 | |
| 5 | CCI |
Crown Castle Inc.
|
3,898 | $295,195 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,717 | $267,817 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
10,288 | $246,294 |
All Filings in WY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,294 | 10,288 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $356,140 | 14,578 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $268,076 | 11,316 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $450,459 | 18,171 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $290,297 | 11,300 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $598,307 | 20,434 | Shares | Sole | 2025-05-14 | |
| 2023-03-31 | $6,899 | 229 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,238 | 298 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,568 | 230 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,955 | 210 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,959 | 210 | Shares | Sole | 2022-04-19 | |
| 2020-06-30 | $3,279 | 146 | Shares | Sole | 2020-07-06 | |
| No filing history on record for this holder in this stock. | ||||||