Position in WY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$152,856
+$99,379 QoQ
Shares Held
6,385
+191.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#658
of 896 holders
Holding Since
Sep 2024
8 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, 2026LRI Investments, LLC holds $625,561 across 9 REIT - Specialty names. WY ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
951 | $155,554 | |
| 2 | WY |
Weyerhaeuser Co
This page
|
6,385 | $152,856 | |
| 3 | UNIT |
Uniti Group Inc.
|
10,000 | $114,700 | |
| 4 | LAND |
GLADSTONE LAND Corp
|
10,465 | $89,266 | |
| 5 | IRM |
Iron Mountain Inc
|
284 | $35,870 | |
| 6 | RYN |
Rayonier Inc
|
1,423 | $30,281 | |
| 7 | EQIX |
Equinix Inc
|
22 | $22,931 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
110 | $19,753 |
All Filings in WY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,856 | 6,385 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $53,477 | 2,189 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,574 | 573 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $98,540 | 3,975 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $82,670 | 3,218 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,144 | 244 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,868 | 244 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,261 | 244 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||