Position in WY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,412
-$1,999 QoQ
Shares Held
59
-59.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#864
of 896 holders
Holding Since
Dec 2024
6 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, 2026High Note Wealth, LLC holds $155,237 across 7 REIT - Specialty names. WY ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
370 | $66,444 | |
| 2 | AMT |
American Tower Corp /Ma/
|
176 | $28,788 | |
| 3 | EQIX |
Equinix Inc
|
24 | $25,017 | |
| 4 | CCI |
Crown Castle Inc.
|
225 | $17,039 | |
| 5 | IRM |
Iron Mountain Inc
|
84 | $10,610 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
38 | $5,927 | |
| 7 | WY |
Weyerhaeuser Co
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|
59 | $1,412 |
All Filings in WY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412 | 59 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $3,411 | 144 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,569 | 144 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,699 | 144 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,216 | 144 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,053 | 144 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||