Position in WY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,807
+$9,461 QoQ
Shares Held
535
+290.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#792
of 896 holders
Holding Since
Jun 2025
3 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, 2026True Wealth Design, LLC holds $774,233 across 14 REIT - Specialty names. WY ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,078 | $176,328 | |
| 2 | EQIX |
Equinix Inc
|
142 | $148,019 | |
| 3 | IRM |
Iron Mountain Inc
|
1,140 | $143,993 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
833 | $129,931 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,288 | $57,354 | |
| 6 | EPR |
Epr Properties
|
813 | $47,162 | |
| 7 | SBAC |
Sba Communications Corp
|
239 | $42,173 | |
| 8 | WY |
Weyerhaeuser Co
This page
|
535 | $12,807 |
All Filings in WY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,807 | 535 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,346 | 137 | Shares | Sole | 2026-04-13 | |
| 2025-06-30 | $847 | 33 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||