Position in WY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$824,565
+$21,112 QoQ
Shares Held
34,443
+4.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026STEPHENS INC /AR/ holds $32,842,592 across 9 REIT - Specialty names. WY ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
61,576 | $10,071,986 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
64,390 | $10,043,552 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
35,564 | $6,386,583 | |
| 4 | CCI |
Crown Castle Inc.
|
38,334 | $2,903,033 | |
| 5 | EQIX |
Equinix Inc
|
1,108 | $1,154,968 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
34,443 | $824,565 | |
| 7 | RYN |
Rayonier Inc
|
37,540 | $798,851 | |
| 8 | IRM |
Iron Mountain Inc
|
4,263 | $538,459 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,565 | 34,443 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $803,453 | 32,888 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $739,791 | 31,228 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $329,459 | 13,290 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $360,482 | 14,032 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $440,781 | 15,054 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $489,359 | 17,384 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $646,319 | 19,088 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $541,397 | 19,070 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $666,345 | 18,556 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $653,919 | 18,807 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $585,973 | 19,112 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $658,236 | 19,643 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $570,632 | 18,939 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $790,996 | 25,516 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $739,875 | 25,906 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $913,847 | 27,592 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,137,151 | 30,004 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,177,886 | 52,887 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $2,263,319 | 63,630 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $2,388,507 | 69,393 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,378,827 | 66,821 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,545,495 | 105,741 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,216,200 | 112,770 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,442,547 | 108,751 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,837,227 | 108,391 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||