Position in WY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$20,212,709
-$3,799,220 QoQ
Shares Held
844,307
-14.1% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 900 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $690,035,122 across 14 REIT - Specialty names. WY ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,103,567 | $180,510,454 | |
| 2 | EQIX |
Equinix Inc
|
149,299 | $155,627,784 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
517,570 | $92,945,220 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
461,941 | $72,053,557 | |
| 5 | CCI |
Crown Castle Inc.
|
919,968 | $69,669,176 | |
| 6 | IRM |
Iron Mountain Inc
|
204,397 | $25,817,385 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
844,307 | $20,212,709 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
449,743 | $20,027,055 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,212,709 | 844,307 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $24,011,929 | 982,887 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,856,965 | 542,717 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,076,356 | 567,824 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $15,659,750 | 609,566 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $15,238,571 | 520,443 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,150,864 | 502,695 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,499,838 | 575,896 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,722,155 | 448,121 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,027,200 | 529,858 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $18,550,942 | 533,533 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,168,307 | 690,421 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,702,092 | 707,314 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $70,258,309 | 2,331,839 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,003,147 | 742,037 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,708,970 | 655,076 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,116,226 | 607,374 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $23,484,621 | 619,647 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $24,998,771 | 607,061 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $20,438,699 | 574,605 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $19,066,649 | 553,941 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $18,065,754 | 507,465 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $16,595,405 | 494,942 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $12,251,507 | 429,576 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $9,049,134 | 402,900 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $7,295,161 | 430,393 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||