Position in WY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$835,960
+$382,564 QoQ
Shares Held
34,919
+88.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#398
of 896 holders
Holding Since
Sep 2021
19 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, 2026Integrated Wealth Concepts LLC holds $31,202,679 across 16 REIT - Specialty names. WY ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
113,985 | $18,644,526 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,095 | $2,822,458 | |
| 3 | IRM |
Iron Mountain Inc
|
18,392 | $2,323,093 | |
| 4 | EQIX |
Equinix Inc
|
2,187 | $2,279,706 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
8,651 | $1,553,546 | |
| 6 | SBAC |
Sba Communications Corp
|
4,966 | $876,300 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
34,919 | $835,960 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
14,954 | $665,901 |
All Filings in WY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,960 | 34,919 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $453,396 | 18,559 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $247,631 | 10,453 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $300,603 | 12,126 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $295,743 | 11,512 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $393,464 | 13,438 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $391,059 | 13,892 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $517,753 | 15,291 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $423,692 | 14,924 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $545,724 | 15,197 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $512,892 | 14,751 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $575,334 | 18,765 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $667,385 | 19,916 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $571,837 | 18,979 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $307,117 | 9,907 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $274,404 | 9,608 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $322,820 | 9,747 | Shares | Other | 2022-08-08 | |
| 2021-12-31 | $257,992 | 6,265 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $215,091 | 6,047 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||