Synergy Investment Management, LLC
Position in WY — Weyerhaeuser Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,561
+$2,342 QoQ
Shares Held
107
+1088.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#849
of 896 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $249,255 across 10 REIT - Specialty names. WY ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
75 | $78,178 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
417 | $74,884 | |
| 3 | IRM |
Iron Mountain Inc
|
285 | $35,998 | |
| 4 | EPR |
Epr Properties
|
550 | $31,905 | |
| 5 | AMT |
American Tower Corp /Ma/
|
97 | $15,865 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
103 | $4,586 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
18 | $2,806 | |
| 8 | WY |
Weyerhaeuser Co
This page
|
107 | $2,561 |
All Filings in WY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,561 | 107 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $219 | 9 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||