Position in WY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$379,927
-$22,435 QoQ
Shares Held
15,870
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#531
of 896 holders
Holding Since
Mar 2020
20 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, 2026Wealthspire Advisors, LLC holds $6,372,389 across 7 REIT - Specialty names. WY ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,010 | $2,695,495 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,893 | $1,127,488 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
6,496 | $1,013,246 | |
| 4 | IRM |
Iron Mountain Inc
|
3,233 | $408,360 | |
| 5 | CCI |
Crown Castle Inc.
|
5,113 | $387,207 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
15,870 | $379,927 | |
| 7 | EQIX |
Equinix Inc
|
346 | $360,666 |
All Filings in WY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,927 | 15,870 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $402,362 | 16,470 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $399,721 | 16,873 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $374,105 | 15,091 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $397,886 | 15,488 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $488,009 | 16,667 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $370,510 | 13,162 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $410,992 | 12,138 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $336,251 | 11,844 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $425,282 | 11,843 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $432,816 | 12,448 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $377,639 | 12,317 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $419,444 | 12,517 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $378,101 | 12,549 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $435,798 | 14,058 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $369,652 | 12,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $410,522 | 12,395 | Shares | Sole | 2022-08-09 | |
| 2021-03-31 | $249,235 | 7,001 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $207,617 | 6,192 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $258,775 | 15,267 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||