Position in WY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,184
-$516 QoQ
Shares Held
1,052
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#749
of 900 holders
Holding Since
Jun 2024
6 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, 2026Strategic Wealth Partners, Ltd. holds $13,767,945 across 8 REIT - Specialty names. WY ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
75,563 | $13,569,603 | |
| 2 | IRM |
Iron Mountain Inc
|
525 | $66,312 | |
| 3 | AMT |
American Tower Corp /Ma/
|
305 | $49,888 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
249 | $38,839 | |
| 5 | WY |
Weyerhaeuser Co
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|
1,052 | $25,184 | |
| 6 | CCI |
Crown Castle Inc.
|
139 | $10,526 | |
| 7 | EPR |
Epr Properties
|
75 | $4,350 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
99 | $3,243 |
All Filings in WY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,184 | 1,052 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,700 | 1,052 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,921 | 1,052 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $19,575 | 762 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $237,020 | 7,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $806,843 | 28,420 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||