Position in WY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,261
-$4,509 QoQ
Shares Held
178
-50.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#840
of 896 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Activest Wealth Management holds $195,255 across 10 REIT - Specialty names. WY ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
435 | $71,152 | |
| 2 | EQIX |
Equinix Inc
|
52 | $54,204 | |
| 3 | IRM |
Iron Mountain Inc
|
229 | $28,924 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
96 | $17,239 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
362 | $16,119 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
178 | $4,261 | |
| 7 | CCI |
Crown Castle Inc.
|
27 | $2,044 | |
| 8 | SBAC |
Sba Communications Corp
|
5 | $882 |
All Filings in WY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,261 | 178 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,770 | 359 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $165 | 7 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,627 | 106 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $565 | 22 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $790 | 27 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||