Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,430
-$275 QoQ
Shares Held
561
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#788
of 896 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $146,734 across 8 REIT - Specialty names. WY ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
400 | $50,524 | |
| 2 | EQIX |
Equinix Inc
|
39 | $40,653 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
110 | $19,753 | |
| 4 | WY |
Weyerhaeuser Co
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|
561 | $13,430 | |
| 5 | RYN |
Rayonier Inc
|
396 | $8,426 | |
| 6 | AMT |
American Tower Corp /Ma/
|
39 | $6,379 | |
| 7 | CCI |
Crown Castle Inc.
|
80 | $6,058 | |
| 8 | FRMI |
Fermi Inc.
|
165 | $1,511 |
All Filings in WY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,430 | 561 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,705 | 561 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $13,290 | 561 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,907 | 561 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,412 | 561 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $16,426 | 561 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,792 | 561 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $18,995 | 561 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,926 | 561 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $20,145 | 561 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $19,505 | 561 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $17,200 | 561 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $28,852 | 861 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $41,820 | 1,388 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $42,780 | 1,380 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $39,412 | 1,380 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||