Position in WY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$387,540
-$54,739 QoQ
Shares Held
16,188
-10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#530
of 900 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $5,377,196 across 7 REIT - Specialty names. WY ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCI |
Crown Castle Inc.
|
21,862 | $1,655,608 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
7,836 | $1,407,188 | |
| 3 | IRM |
Iron Mountain Inc
|
6,615 | $835,540 | |
| 4 | AMT |
American Tower Corp /Ma/
|
3,693 | $604,063 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
16,188 | $387,540 | |
| 6 | EQIX |
Equinix Inc
|
273 | $284,572 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
6,187 | $202,685 |
All Filings in WY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,540 | 16,188 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $442,279 | 18,104 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $413,579 | 17,458 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $987,137 | 39,820 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,256,754 | 48,920 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,341,989 | 45,833 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $803,260 | 28,535 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,107,966 | 32,722 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $978,319 | 34,460 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,129,082 | 31,442 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,054,087 | 30,316 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $882,548 | 28,785 | Shares | Sole | 2023-10-13 | |
| 2021-09-30 | $89,956 | 2,529 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $87,048 | 2,529 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $11,392 | 320 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $10,729 | 320 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,324 | 362 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,130 | 362 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,135 | 362 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||