Position in WY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,520,688
+$2,571,583 QoQ
Shares Held
147,063
+278.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#225
of 896 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $33,379,530 across 16 REIT - Specialty names. WY ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
7,122 | $7,423,901 | |
| 2 | AMT |
American Tower Corp /Ma/
|
35,937 | $5,878,215 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
32,289 | $5,798,458 | |
| 4 | IRM |
Iron Mountain Inc
|
42,548 | $5,374,237 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
147,063 | $3,520,688 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
10,633 | $1,658,535 | |
| 7 | CCI |
Crown Castle Inc.
|
16,552 | $1,253,482 | |
| 8 | SBAC |
Sba Communications Corp
|
5,895 | $1,040,231 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,520,688 | 147,063 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $949,105 | 38,850 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $899,556 | 37,972 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,099,907 | 44,369 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,182,382 | 46,025 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,345,123 | 45,940 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,390,694 | 49,403 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,837,243 | 54,260 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,472,333 | 51,861 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,774,550 | 77,264 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,707,400 | 77,866 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,484,533 | 81,035 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,725,133 | 81,323 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,343,059 | 77,765 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,437,933 | 78,643 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,100,216 | 73,537 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,446,143 | 73,857 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,903,906 | 50,235 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,059,000 | 50,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,714,082 | 48,189 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,665,377 | 48,384 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,970,424 | 55,349 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,539,094 | 45,902 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,287,934 | 45,159 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,134,858 | 50,528 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $726,273 | 42,848 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||