Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$121,878
-$60,956 QoQ
Shares Held
5,091
-32.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#672
of 900 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, 2026Prestige Wealth Management Group LLC holds $2,590,430 across 11 REIT - Specialty names. WY ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
691 | $720,290 | |
| 2 | AMT |
American Tower Corp /Ma/
|
3,516 | $575,111 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,657 | $477,143 | |
| 4 | CCI |
Crown Castle Inc.
|
3,534 | $267,629 | |
| 5 | IRM |
Iron Mountain Inc
|
1,693 | $213,842 | |
| 6 | SBAC |
Sba Communications Corp
|
1,009 | $178,048 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
5,091 | $121,878 | |
| 8 | RYN |
Rayonier Inc
|
1,079 | $22,961 |
All Filings in WY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,878 | 5,091 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $182,834 | 7,484 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $829 | 35 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $278,613 | 11,239 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $253,663 | 9,874 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $336,778 | 11,502 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $306,637 | 10,893 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $354,242 | 10,462 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $28,390 | 1,000 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $351,414 | 9,786 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $34,770 | 1,000 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $30,660 | 1,000 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $33,510 | 1,000 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $30,130 | 1,000 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $31,000 | 1,000 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $331 | 10 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $379 | 10 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $411 | 10 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $355 | 10 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $344 | 10 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $356 | 10 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $335 | 10 | Shares | Other | 2021-02-17 | |
| 2020-03-31 | $2,203 | 130 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||