Position in WY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,130,400
+$281,967 QoQ
Shares Held
46,271
+29.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 98.69896911672538.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3010308832746211.ToString("F0")%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $153,417,691 across 17 REIT - Specialty names. WY ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
357,095 | $61,627,454 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
212,637 | $38,319,312 | |
| 3 | CCI |
Crown Castle Inc.
|
246,011 | $20,003,154 | |
| 4 | SBAC |
Sba Communications Corp
|
95,113 | $16,369,897 | |
| 5 | EQIX |
Equinix Inc
|
6,439 | $6,311,764 | |
| 6 | IRM |
Iron Mountain Inc
|
44,536 | $4,548,906 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
29,749 | $3,768,007 | |
| 8 | WY |
Weyerhaeuser Co
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|
46,271 | $1,130,400 |
All Filings in WY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,130,400 | 46,271 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $848,433 | 35,814 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $727,313 | 29,339 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $660,207 | 25,699 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $372,939 | 12,737 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $323,218 | 11,482 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $284,355 | 8,398 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $63,110 | 2,223 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,511 | 794 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,593 | 1,225 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $9,306 | 226 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,038 | 226 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,778 | 226 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $58,384 | 1,640 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $42,616 | 1,271 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||