Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,969,017
+$13,127 QoQ
Shares Held
82,248
+2.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#281
of 900 holders
Holding Since
Jun 2022
17 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, 2026Larson Financial Group LLC holds $10,373,472 across 16 REIT - Specialty names. WY ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRMI |
Fermi Inc.
|
600,908 | $5,504,317 | |
| 2 | WY |
Weyerhaeuser Co
This page
|
82,248 | $1,969,017 | |
| 3 | IRM |
Iron Mountain Inc
|
7,819 | $987,617 | |
| 4 | EQIX |
Equinix Inc
|
593 | $618,137 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
1,701 | $265,321 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,433 | $257,338 | |
| 7 | EPR |
Epr Properties
|
3,668 | $212,780 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,179 | $186,090 |
All Filings in WY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,969,017 | 82,248 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,955,890 | 80,061 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,705,940 | 72,011 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,984,166 | 80,039 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,897,694 | 73,869 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,911,164 | 65,272 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,699,837 | 60,385 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,650,539 | 48,746 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,254,241 | 44,179 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,544,237 | 43,003 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,483,114 | 42,655 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,258,868 | 41,059 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,341,472 | 40,032 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,242,048 | 41,223 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,276,642 | 41,182 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,045,981 | 36,624 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,665 | 473 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||