Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,948
New position
Shares Held
708
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 900 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $435,833 across 12 REIT - Specialty names. WY ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
1,466 | $185,169 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,072 | $175,343 | |
| 3 | EQIX |
Equinix Inc
|
18 | $18,759 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
103 | $18,492 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
708 | $16,948 | |
| 6 | SBAC |
Sba Communications Corp
|
35 | $6,173 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
29 | $4,522 | |
| 8 | EPR |
Epr Properties
|
68 | $3,944 |
All Filings in WY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,948 | 708 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||