Position in WY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$78,642
-$1,268 QoQ
Shares Held
3,285
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#692
of 900 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Co / SC holds $372,789 across 9 REIT - Specialty names. WY ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
This page
|
3,285 | $78,642 | |
| 2 | CCI |
Crown Castle Inc.
|
1,019 | $77,168 | |
| 3 | RYN |
Rayonier Inc
|
3,436 | $73,118 | |
| 4 | EQIX |
Equinix Inc
|
40 | $41,695 | |
| 5 | AMT |
American Tower Corp /Ma/
|
249 | $40,728 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
225 | $40,405 | |
| 7 | EPR |
Epr Properties
|
350 | $20,303 | |
| 8 | IRM |
Iron Mountain Inc
|
3 | $378 |
All Filings in WY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,642 | 3,285 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $79,910 | 3,271 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $71,401 | 3,014 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $80,592 | 3,251 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $83,543 | 3,252 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $88,191 | 3,012 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $98,384 | 3,495 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $101,986 | 3,012 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $85,170 | 3,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $107,730 | 3,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $106,152 | 3,053 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $99,338 | 3,240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $118,625 | 3,540 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $97,621 | 3,240 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $100,440 | 3,240 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||