Position in WY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$259,643
+$31,133 QoQ
Shares Held
10,846
+16.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#597
of 896 holders
Holding Since
Mar 2020
18 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, 2026AE Wealth Management LLC holds $10,251,758 across 8 REIT - Specialty names. WY ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
42,581 | $6,964,959 | |
| 2 | CCI |
Crown Castle Inc.
|
9,361 | $708,903 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
21,050 | $689,583 | |
| 4 | EQIX |
Equinix Inc
|
552 | $575,384 | |
| 5 | IRM |
Iron Mountain Inc
|
4,210 | $531,761 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,670 | $299,887 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
10,846 | $259,643 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,421 | $221,638 |
All Filings in WY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,643 | 10,846 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $228,510 | 9,354 | Shares | Other | 2026-05-13 | |
| 2023-12-31 | $2,527,431 | 72,690 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,454,775 | 145,296 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,818,140 | 173,624 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,731,977 | 90,673 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,208,841 | 103,511 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,125,549 | 74,424 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,965,631 | 89,542 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,511,140 | 66,257 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,120,126 | 75,768 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,636,448 | 74,120 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,193,005 | 92,766 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,206,171 | 90,061 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,588,516 | 77,200 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,176,874 | 76,328 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,957,487 | 131,678 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,683,728 | 99,335 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||