Position in WY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,192,906
-$169,090 QoQ
Shares Held
49,829
-10.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 305 holders
Holding Since
Sep 2021
20 quarters on record
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $45,577,329 across 13 REIT - Specialty names. WY ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
100,099 | $12,643,504 | |
| 2 | AMT |
American Tower Corp /Ma/
|
50,373 | $8,239,511 | |
| 3 | EQIX |
Equinix Inc
|
6,547 | $6,824,527 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
40,786 | $6,361,800 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
31,191 | $5,601,279 | |
| 6 | CCI |
Crown Castle Inc.
|
21,562 | $1,632,890 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
27,546 | $1,226,623 | |
| 8 | WY |
Weyerhaeuser Co
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|
49,829 | $1,192,906 |
All Filings in WY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,906 | 49,829 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,361,996 | 55,751 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,185,802 | 50,055 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $965,049 | 38,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,082,910 | 42,153 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,429,625 | 48,826 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,393,396 | 49,499 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,714,534 | 50,636 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,454,249 | 51,224 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,696,424 | 47,241 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,593,752 | 45,837 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,461,715 | 47,675 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,703,212 | 50,827 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,617,107 | 53,671 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,983,535 | 63,985 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,842,576 | 64,516 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,222,120 | 67,093 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,287,227 | 60,349 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $2,388,357 | 57,998 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,060,036 | 57,915 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||