Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$49,843
+$568 QoQ
Shares Held
2,082
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 305 holders
Holding Since
Mar 2020
26 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $5,296,726 across 11 REIT - Specialty names. WY ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
27,958 | $4,573,090 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
3,100 | $483,538 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
755 | $135,582 | |
| 4 | WY |
Weyerhaeuser Co
This page
|
2,082 | $49,843 | |
| 5 | EQIX |
Equinix Inc
|
22 | $22,932 | |
| 6 | IRM |
Iron Mountain Inc
|
123 | $15,536 | |
| 7 | CCI |
Crown Castle Inc.
|
94 | $7,118 | |
| 8 | SBAC |
Sba Communications Corp
|
18 | $3,176 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,843 | 2,082 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $49,275 | 2,017 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $49,867 | 2,105 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $122,859 | 4,956 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $123,800 | 4,819 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $155,886 | 5,324 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $149,729 | 5,319 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $247,821 | 7,319 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $214,174 | 7,544 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $270,905 | 7,544 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $262,304 | 7,544 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $323,279 | 10,544 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $467,263 | 13,944 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $220,521 | 7,319 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $177,289 | 5,719 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $163,334 | 5,719 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $189,413 | 5,719 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $216,750 | 5,719 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $235,508 | 5,719 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $203,424 | 5,719 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $231,267 | 6,719 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $239,196 | 6,719 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $225,288 | 6,719 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $191,625 | 6,719 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $186,418 | 8,300 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $321,778 | 18,984 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||