Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$258,647
New position
Shares Held
10,804
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#599
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, 2026Aprio Wealth Management, LLC holds $4,791,060 across 7 REIT - Specialty names. WY ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,262 | $1,315,496 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,885 | $1,126,179 | |
| 3 | IRM |
Iron Mountain Inc
|
6,699 | $846,150 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
2,782 | $499,591 | |
| 5 | CCI |
Crown Castle Inc.
|
5,888 | $445,898 | |
| 6 | SBAC |
Sba Communications Corp
|
1,695 | $299,099 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
10,804 | $258,647 |
All Filings in WY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,647 | 10,804 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||