Position in WY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$47,735
+$1,856 QoQ
Shares Held
1,994
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#715
of 900 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Cromwell Holdings LLC holds $856,104 across 11 REIT - Specialty names. WY ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
266 | $277,275 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
1,130 | $202,924 | |
| 3 | IRM |
Iron Mountain Inc
|
1,048 | $132,372 | |
| 4 | AMT |
American Tower Corp /Ma/
|
762 | $124,640 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
1,994 | $47,735 | |
| 6 | CCI |
Crown Castle Inc.
|
538 | $40,742 | |
| 7 | SBAC |
Sba Communications Corp
|
118 | $20,821 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
26 | $4,055 |
All Filings in WY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,735 | 1,994 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $45,879 | 1,878 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $44,489 | 1,878 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $33,738 | 1,361 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $22,093 | 860 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $39,820 | 1,360 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $37,158 | 1,320 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $44,695 | 1,320 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $37,474 | 1,320 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||