Position in WY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$64,901
-$1,304 QoQ
Shares Held
2,711
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#702
of 900 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,309,511 across 12 REIT - Specialty names. WY ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
421 | $438,846 | |
| 2 | IRM |
Iron Mountain Inc
|
1,708 | $215,737 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,310 | $214,276 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
1,028 | $184,608 | |
| 5 | CCI |
Crown Castle Inc.
|
1,815 | $137,449 | |
| 6 | WY |
Weyerhaeuser Co
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|
2,711 | $64,901 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
689 | $30,681 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
349 | $11,433 |
All Filings in WY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,901 | 2,711 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $66,205 | 2,710 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $62,944 | 2,657 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||