Position in WY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$244,858
New position
Shares Held
10,228
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#609
of 896 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $3,138,843 across 6 REIT - Specialty names. WY ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,153 | $1,201,875 | |
| 2 | IRM |
Iron Mountain Inc
|
3,889 | $491,219 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,305 | $413,931 | |
| 4 | AMT |
American Tower Corp /Ma/
|
2,410 | $394,203 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,518 | $392,757 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
10,228 | $244,858 |
All Filings in WY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,858 | 10,228 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||