Position in WY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,231
-$1,361 QoQ
Shares Held
135
-28.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#844
of 896 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $93,657 across 10 REIT - Specialty names. WY ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
109 | $19,574 | |
| 2 | EQIX |
Equinix Inc
|
15 | $15,635 | |
| 3 | AMT |
American Tower Corp /Ma/
|
88 | $14,394 | |
| 4 | IRM |
Iron Mountain Inc
|
100 | $12,631 | |
| 5 | CCI |
Crown Castle Inc.
|
145 | $10,980 | |
| 6 | SBAC |
Sba Communications Corp
|
57 | $10,058 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
21 | $3,275 | |
| 8 | WY |
Weyerhaeuser Co
This page
|
135 | $3,231 |
All Filings in WY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,231 | 135 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,592 | 188 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,453 | 188 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||