Position in WY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$462,208
+$37,347 QoQ
Shares Held
19,307
+11.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#491
of 896 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Grove Bank & Trust holds $1,221,993 across 7 REIT - Specialty names. WY ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
This page
|
19,307 | $462,208 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,062 | $337,281 | |
| 3 | EQIX |
Equinix Inc
|
176 | $183,460 | |
| 4 | CCI |
Crown Castle Inc.
|
1,781 | $134,875 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
522 | $93,740 | |
| 6 | IRM |
Iron Mountain Inc
|
70 | $8,841 | |
| 7 | SBAC |
Sba Communications Corp
|
9 | $1,588 |
All Filings in WY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,208 | 19,307 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $424,861 | 17,391 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $341,823 | 14,429 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $444,435 | 17,928 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $522,585 | 20,342 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $18,914 | 646 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,010 | 178 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,826 | 113 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $7,069 | 249 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,941 | 249 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,657 | 249 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,634 | 249 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $14,074 | 420 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $12,654 | 420 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,649 | 279 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||