Position in WY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$66,987
+$1,769 QoQ
Shares Held
2,742
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Sound Income Strategies, LLC holds $38,727,644 across 13 REIT - Specialty names. WY ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
107,212 | $19,320,674 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
426,881 | $18,940,709 | |
| 3 | IRM |
Iron Mountain Inc
|
2,084 | $212,859 | |
| 4 | AMT |
American Tower Corp /Ma/
|
436 | $75,244 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
2,742 | $66,987 | |
| 6 | CCI |
Crown Castle Inc.
|
515 | $41,874 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
250 | $31,665 | |
| 8 | EPR |
Epr Properties
|
335 | $16,736 |
All Filings in WY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,987 | 2,742 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $65,218 | 2,753 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $66,709 | 2,691 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $68,566 | 2,669 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $77,387 | 2,643 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $73,893 | 2,625 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $88,273 | 2,607 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $79,804 | 2,811 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $96,310 | 2,682 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $90,089 | 2,591 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $79,440 | 2,591 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $90,912 | 2,713 | Shares | Sole | 2023-07-10 | |
| 2022-09-30 | $4,855 | 170 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,630 | 170 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $6,443 | 170 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $7,000 | 170 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $6,046 | 170 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,851 | 170 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $13,385 | 376 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,700 | 170 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $4,848 | 170 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,818 | 170 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $21,102 | 1,245 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||