Position in WY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,097,095
-$123,368 QoQ
Shares Held
85,841
-8.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $69,500,461 across 14 REIT - Specialty names. WY ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
105,519 | $18,210,469 | |
| 2 | IRM |
Iron Mountain Inc
|
156,662 | $16,001,456 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
88,316 | $15,915,426 | |
| 4 | EQIX |
Equinix Inc
|
5,424 | $5,316,821 | |
| 5 | CCI |
Crown Castle Inc.
|
52,332 | $4,255,114 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
20,397 | $2,583,484 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
85,841 | $2,097,095 | |
| 8 | SBAC |
Sba Communications Corp
|
11,738 | $2,020,227 |
All Filings in WY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,097,095 | 85,841 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,220,463 | 93,730 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,098,576 | 124,993 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,683,868 | 143,397 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,103,972 | 174,316 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,832,341 | 171,664 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,131,808 | 181,093 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,112,868 | 180,094 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,311,527 | 203,607 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,778,848 | 223,723 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,275,863 | 237,308 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,169,872 | 243,804 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,417,313 | 246,177 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,410,798 | 239,058 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,959,500 | 243,680 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,625,591 | 320,821 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,228,898 | 296,277 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,974,896 | 290,794 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,976,851 | 280,485 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $11,473,046 | 333,325 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,033,500 | 253,750 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $8,295,757 | 247,413 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,622,543 | 232,207 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,616,693 | 294,599 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,503,275 | 324,677 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||