Position in WY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$304,636
-$9,411 QoQ
Shares Held
12,725
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#569
of 900 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, 2026Belpointe Asset Management LLC holds $3,403,440 across 6 REIT - Specialty names. WY ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
7,471 | $1,222,031 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
6,357 | $1,141,590 | |
| 3 | WY |
Weyerhaeuser Co
This page
|
12,725 | $304,636 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
1,712 | $267,037 | |
| 5 | IRM |
Iron Mountain Inc
|
1,866 | $235,694 | |
| 6 | EQIX |
Equinix Inc
|
223 | $232,452 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,636 | 12,725 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $314,047 | 12,855 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $579,433 | 24,459 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $265,178 | 10,697 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $279,121 | 10,865 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $334,611 | 11,428 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $319,586 | 11,353 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $384,412 | 11,353 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $322,425 | 11,357 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $349,978 | 9,746 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $435,424 | 12,523 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $472,347 | 15,406 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $522,588 | 15,595 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $598,321 | 19,858 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $600,873 | 19,383 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $541,012 | 18,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $597,286 | 18,034 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $700,884 | 18,493 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $773,072 | 18,773 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $663,451 | 18,652 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $639,936 | 18,592 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $628,696 | 17,660 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $679,619 | 20,269 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $614,121 | 21,533 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $480,149 | 21,378 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $354,390 | 20,908 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||