Position in WY
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$636,474
+$190,510 QoQ
Shares Held
26,053
+38.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $2,453,357 across 7 REIT - Specialty names. WY ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
This page
|
26,053 | $636,474 | |
| 2 | IRM |
Iron Mountain Inc
|
4,991 | $509,780 | |
| 3 | AMT |
American Tower Corp /Ma/
|
2,142 | $369,666 | |
| 4 | CCI |
Crown Castle Inc.
|
3,905 | $317,515 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,186 | $276,878 | |
| 6 | EPR |
Epr Properties
|
4,397 | $219,674 | |
| 7 | FRMI |
Fermi Inc.
|
21,125 | $123,370 |
All Filings in WY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $636,474 | 26,053 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $445,964 | 18,825 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $578,102 | 23,320 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $501,982 | 19,540 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $459,051 | 15,678 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $471,033 | 16,733 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $539,288 | 15,927 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $440,499 | 15,516 | Shares | Sole | 2024-07-11 | |
| 2023-03-31 | $218,894 | 7,265 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $212,474 | 6,854 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $213,855 | 6,457 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $246,425 | 6,502 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,130,132 | 76,011 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,733,127 | 76,838 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||