Position in WY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,822
-$1,749 QoQ
Shares Held
828
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#767
of 896 holders
Holding Since
Jun 2020
22 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, 2026CVA Family Office, LLC holds $408,109 across 8 REIT - Specialty names. WY ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
130 | $135,510 | |
| 2 | IRM |
Iron Mountain Inc
|
660 | $83,364 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
448 | $80,451 | |
| 4 | AMT |
American Tower Corp /Ma/
|
487 | $79,658 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
828 | $19,822 | |
| 6 | CCI |
Crown Castle Inc.
|
65 | $4,922 | |
| 7 | SBAC |
Sba Communications Corp
|
16 | $2,823 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
10 | $1,559 |
All Filings in WY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,822 | 828 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,571 | 883 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,601 | 743 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,965 | 281 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $10,482 | 358 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,910 | 281 | Shares | Sole | 2025-01-07 | |
| 2024-06-30 | $539 | 19 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $10,773 | 300 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $10,431 | 300 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $24,964 | 745 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $29,828 | 990 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $35,185 | 1,135 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $23,847 | 835 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $15,235 | 460 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $33,541 | 885 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $36,444 | 885 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $35,570 | 1,000 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $23,233 | 675 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $21,360 | 600 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $33,530 | 1,000 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $28,520 | 1,000 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $22,460 | 1,000 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||