Position in WY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$83,406
-$3,051 QoQ
Shares Held
3,484
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 896 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $2,100,862 across 12 REIT - Specialty names. WY ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
918 | $956,913 | |
| 2 | IRM |
Iron Mountain Inc
|
2,702 | $341,289 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,576 | $257,786 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
1,588 | $247,696 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
579 | $103,976 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
3,484 | $83,406 | |
| 7 | RYN |
Rayonier Inc
|
2,140 | $45,539 | |
| 8 | EPR |
Epr Properties
|
598 | $34,689 |
All Filings in WY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,406 | 3,484 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $86,457 | 3,539 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $83,815 | 3,538 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $86,566 | 3,492 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $90,557 | 3,525 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $191,842 | 6,552 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $131,122 | 4,658 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $226,523 | 6,690 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $189,418 | 6,672 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $238,478 | 6,641 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $234,036 | 6,731 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $210,112 | 6,853 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $226,695 | 6,765 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $215,339 | 7,147 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $218,116 | 7,036 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $135,288 | 4,737 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $296,225 | 8,944 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $352,394 | 9,298 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $443,879 | 10,779 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $444,838 | 12,506 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $414,107 | 12,031 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $472,483 | 13,272 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||