Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,178
-$45 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#854
of 896 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $366,560 across 7 REIT - Specialty names. WY ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,769 | $289,355 | |
| 2 | EQIX |
Equinix Inc
|
46 | $47,949 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
134 | $24,063 | |
| 4 | WY |
Weyerhaeuser Co
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|
91 | $2,178 | |
| 5 | CCI |
Crown Castle Inc.
|
24 | $1,817 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
23 | $1,024 | |
| 7 | FPI |
Farmland Partners Inc.
|
18 | $174 |
All Filings in WY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178 | 91 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,223 | 91 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,155 | 91 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,255 | 91 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,337 | 91 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,664 | 91 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,561 | 91 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,081 | 91 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,583 | 91 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,267 | 91 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,164 | 91 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,790 | 91 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,049 | 91 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,741 | 91 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,821 | 91 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,598 | 91 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,013 | 91 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,448 | 91 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,747 | 91 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,236 | 91 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,132 | 91 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,239 | 91 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,051 | 91 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $3,084 | 182 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||