Position in WY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$201,072
+$99,761 QoQ
Shares Held
8,399
+102.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#634
of 878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Clearstead Advisors, LLC holds $6,913,185 across 17 REIT - Specialty names. WY ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
18,806 | $3,076,097 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
7,649 | $1,373,607 | |
| 3 | EQIX |
Equinix Inc
|
968 | $1,009,033 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,091 | $638,114 | |
| 5 | IRM |
Iron Mountain Inc
|
2,969 | $375,014 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
8,399 | $201,072 | |
| 7 | RYN |
Rayonier Inc
|
4,011 | $85,354 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,513 | $67,373 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,072 | 8,399 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $101,311 | 4,147 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $125,746 | 5,308 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $93,780 | 3,783 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $95,823 | 3,730 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $99,259 | 3,390 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $117,272 | 4,166 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $165,507 | 4,888 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $146,549 | 5,162 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $157,537 | 4,387 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $122,981 | 3,537 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $93,267 | 3,042 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $118,692 | 3,542 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $107,654 | 3,573 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $101,463 | 3,273 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,539 | 2,785 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $105,321 | 3,180 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $106,120 | 2,800 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $115,304 | 2,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $74,945 | 2,107 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $75,345 | 2,189 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $72,980 | 2,050 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,088 | 450 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,834 | 450 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,492 | 200 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,865 | 700 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||