Position in WY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$257,714
-$48,218 QoQ
Shares Held
10,765
-16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#588
of 878 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $12,499,174 across 16 REIT - Specialty names. WY ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
3,263 | $3,401,318 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,330 | $2,859,113 | |
| 3 | AMT |
American Tower Corp /Ma/
|
14,679 | $2,401,044 | |
| 4 | IRM |
Iron Mountain Inc
|
11,300 | $1,427,303 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
5,095 | $914,960 | |
| 6 | CCI |
Crown Castle Inc.
|
9,312 | $705,197 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
10,765 | $257,714 | |
| 8 | SBAC |
Sba Communications Corp
|
1,292 | $227,986 |
All Filings in WY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,714 | 10,765 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $305,932 | 12,914 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $90,235 | 3,640 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $103,453 | 4,027 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $119,243 | 4,236 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $228,825 | 6,758 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $124,433 | 4,383 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $131,322 | 3,657 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $122,738 | 3,530 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $105,010 | 3,425 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $134,710 | 4,020 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $62,459 | 2,073 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $63,922 | 2,062 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $50,694 | 1,775 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $48,388 | 1,461 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $57,645 | 1,521 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $37,561 | 1,056 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $40,581 | 1,179 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $39,765 | 1,117 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $37,318 | 1,113 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $31,657 | 1,110 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $24,930 | 1,110 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $91,428 | 5,394 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||