Position in WY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$127,265
-$39,714 QoQ
Shares Held
5,316
-22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 896 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, 2026Caldwell Trust Co holds $1,105,690 across 8 REIT - Specialty names. WY ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,137 | $513,119 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
2,032 | $364,906 | |
| 3 | WY |
Weyerhaeuser Co
This page
|
5,316 | $127,265 | |
| 4 | IRM |
Iron Mountain Inc
|
363 | $45,850 | |
| 5 | RYN |
Rayonier Inc
|
1,829 | $38,921 | |
| 6 | SBAC |
Sba Communications Corp
|
68 | $11,999 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
16 | $2,495 | |
| 8 | CCI |
Crown Castle Inc.
|
15 | $1,135 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,265 | 5,316 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $166,979 | 6,835 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $182,460 | 7,702 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $204,319 | 8,242 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $211,736 | 8,242 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $387,725 | 13,242 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $372,762 | 13,242 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $448,374 | 13,242 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $433,316 | 15,263 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $593,340 | 16,523 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $607,883 | 17,483 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $548,292 | 17,883 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $609,144 | 18,178 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $563,973 | 18,718 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $591,883 | 19,093 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $588,136 | 20,593 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $682,040 | 20,593 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $897,964 | 23,693 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $977,119 | 23,728 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $844,004 | 23,728 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $803,775 | 23,352 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $884,731 | 24,852 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $819,875 | 24,452 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $728,457 | 25,542 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $610,417 | 27,178 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $679,237 | 40,073 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||