Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$114,835
+$5,101 QoQ
Shares Held
4,797
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#674
of 900 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $3,251,197 across 16 REIT - Specialty names. WY ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,378 | $716,103 | |
| 2 | EQIX |
Equinix Inc
|
683 | $711,946 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,513 | $391,973 | |
| 4 | IRM |
Iron Mountain Inc
|
2,884 | $364,274 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,935 | $347,484 | |
| 6 | EPR |
Epr Properties
|
2,464 | $142,934 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
4,797 | $114,835 | |
| 8 | CCI |
Crown Castle Inc.
|
1,476 | $111,773 |
All Filings in WY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,835 | 4,797 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $109,734 | 4,492 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $59,103 | 2,495 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,147 | 2,023 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $54,075 | 2,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $52,907 | 1,807 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,726 | 1,589 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $50,142 | 1,481 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $71,030 | 2,502 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $68,189 | 1,899 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $57,994 | 1,668 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $70,362 | 2,295 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $71,911 | 2,146 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $72,009 | 2,390 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $74,617 | 2,407 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $45,096 | 1,579 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,413 | 405 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,017 | 106 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,759 | 67 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||