Position in WY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$857,411
+$72,915 QoQ
Shares Held
35,815
+11.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#393
of 896 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $19,975,399 across 11 REIT - Specialty names. WY ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
39,217 | $6,414,724 | |
| 2 | EQIX |
Equinix Inc
|
3,473 | $3,620,220 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
13,240 | $2,377,639 | |
| 4 | IRM |
Iron Mountain Inc
|
15,577 | $1,967,530 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
12,002 | $1,872,071 | |
| 6 | CCI |
Crown Castle Inc.
|
16,078 | $1,217,586 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
35,815 | $857,411 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
17,209 | $766,316 |
All Filings in WY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,411 | 35,815 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $784,496 | 32,112 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $606,629 | 25,607 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $587,002 | 23,679 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $538,719 | 20,970 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $594,588 | 20,307 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $423,404 | 15,041 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $497,200 | 14,684 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $410,349 | 14,454 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $516,134 | 14,373 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $478,748 | 13,769 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $573,158 | 18,694 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $387,576 | 11,566 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $366,953 | 12,179 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $550,963 | 17,773 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $622,950 | 21,812 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $733,011 | 22,132 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $830,730 | 21,919 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $299,543 | 7,274 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||