Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,413,448
-$336,718 QoQ
Shares Held
351,439
-1.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#126
of 896 holders
Holding Since
Mar 2020
25 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, 2026Chevy Chase Trust Holdings, LLC holds $167,265,484 across 7 REIT - Specialty names. WY ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
47,625 | $49,643,823 | |
| 2 | AMT |
American Tower Corp /Ma/
|
228,763 | $37,418,763 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
159,507 | $28,644,266 | |
| 4 | IRM |
Iron Mountain Inc
|
143,663 | $18,146,073 | |
| 5 | CCI |
Crown Castle Inc.
|
210,783 | $15,962,596 | |
| 6 | SBAC |
Sba Communications Corp
|
51,210 | $9,036,515 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
351,439 | $8,413,448 |
All Filings in WY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,413,448 | 351,439 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,750,166 | 358,173 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,734,052 | 368,681 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,215,012 | 371,723 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,895,196 | 385,177 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $11,203,230 | 382,624 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $10,793,807 | 383,439 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $13,278,028 | 392,145 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,363,153 | 400,252 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $14,612,353 | 406,916 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $14,254,864 | 409,976 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $12,663,039 | 413,015 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $14,190,345 | 423,466 | Shares | Defined | 2023-07-25 | |
| 2022-12-31 | $13,189,291 | 425,461 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $12,973,007 | 454,237 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $14,963,549 | 451,798 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $17,116,663 | 451,627 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $18,589,022 | 451,409 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $16,452,974 | 462,552 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $16,507,831 | 479,600 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $17,944,250 | 504,052 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $18,089,535 | 539,503 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,844,371 | 555,553 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $13,540,033 | 602,851 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,846,067 | 639,886 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||