Position in WY
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$229,057
+$67,062 QoQ
Shares Held
9,568
+44.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 896 holders
Holding Since
Mar 2020
20 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, 2026CX Institutional holds $2,816,377 across 11 REIT - Specialty names. WY ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,943 | $808,526 | |
| 2 | IRM |
Iron Mountain Inc
|
5,489 | $693,315 | |
| 3 | EQIX |
Equinix Inc
|
473 | $493,050 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
2,745 | $492,947 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
9,568 | $229,057 | |
| 6 | SBAC |
Sba Communications Corp
|
212 | $37,409 | |
| 7 | CCI |
Crown Castle Inc.
|
397 | $30,064 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
332 | $14,783 |
All Filings in WY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,057 | 9,568 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $161,995 | 6,631 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $114,564 | 4,836 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $30,665 | 1,237 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $155,989 | 6,072 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $118,993 | 4,064 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $940,876 | 27,060 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $206,249 | 6,727 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,257,210 | 127,043 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,697,974 | 189,113 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,670,991 | 86,161 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,967,012 | 68,873 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $26,694 | 806 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $54,848 | 1,542 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $35,762 | 1,039 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $33,001 | 927 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $27,628 | 824 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $14,260 | 500 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $8,063 | 359 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,407 | 378 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||