Position in WY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,716
+$4,057 QoQ
Shares Held
197
+629.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#838
of 896 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $69,236 across 9 REIT - Specialty names. WY ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
132 | $21,591 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
90 | $16,162 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
91 | $14,194 | |
| 4 | CCI |
Crown Castle Inc.
|
97 | $7,345 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
197 | $4,716 | |
| 6 | EQIX |
Equinix Inc
|
4 | $4,169 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
17 | $757 | |
| 8 | SBAC |
Sba Communications Corp
|
1 | $176 |
All Filings in WY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,716 | 197 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $659 | 27 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $639 | 27 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,709 | 311 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,163 | 201 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,880 | 235 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,727 | 239 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,584 | 224 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,343 | 153 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,499 | 181 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,293 | 181 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||