Position in WY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,335,181
+$251,418 QoQ
Shares Held
55,772
+25.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#332
of 896 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $29,519,668 across 8 REIT - Specialty names. WY ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
8,310 | $8,662,260 | |
| 2 | AMT |
American Tower Corp /Ma/
|
35,800 | $5,855,806 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
30,010 | $5,389,195 | |
| 4 | IRM |
Iron Mountain Inc
|
27,040 | $3,415,422 | |
| 5 | CCI |
Crown Castle Inc.
|
30,039 | $2,274,853 | |
| 6 | SBAC |
Sba Communications Corp
|
8,998 | $1,587,787 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
55,772 | $1,335,181 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
22,438 | $999,164 |
All Filings in WY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,335,181 | 55,772 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,083,763 | 44,362 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $887,403 | 37,459 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,135,258 | 45,795 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,178,837 | 45,887 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,241,911 | 42,415 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,160,343 | 41,220 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,593,079 | 47,049 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,313,520 | 46,267 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,814,352 | 50,525 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,662,249 | 47,807 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,321,047 | 43,087 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,261,651 | 37,650 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,013,904 | 33,651 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $737,490 | 23,790 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $638,487 | 22,356 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $489,811 | 14,789 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $586,692 | 15,480 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $715,914 | 17,385 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||