Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,275
-$1,428 QoQ
Shares Held
471
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#797
of 896 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $14,309,543 across 9 REIT - Specialty names. WY ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
75,354 | $13,532,071 | |
| 2 | IRM |
Iron Mountain Inc
|
5,070 | $640,391 | |
| 3 | EQIX |
Equinix Inc
|
46 | $47,949 | |
| 4 | AMT |
American Tower Corp /Ma/
|
241 | $39,420 | |
| 5 | CCI |
Crown Castle Inc.
|
267 | $20,219 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
102 | $15,909 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
471 | $11,275 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
53 | $1,736 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,275 | 471 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,703 | 520 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,589 | 447 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,188 | 411 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,019 | 390 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,385 | 423 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,978 | 390 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,171 | 389 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $15,302 | 539 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $19,355 | 539 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $18,706 | 538 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,318 | 891 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $28,215 | 842 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $20,849 | 692 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $24,738 | 798 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $10,110 | 354 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,724 | 354 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $13,378 | 353 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $14,536 | 353 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $12,556 | 353 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $12,150 | 353 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $12,566 | 353 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $11,836 | 353 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $10,067 | 353 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $7,928 | 353 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $43,425 | 2,562 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||