Position in WY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$35,191
-$342,018 QoQ
Shares Held
1,470
-88.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#730
of 896 holders
Holding Since
Mar 2023
4 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $6,015,380 across 7 REIT - Specialty names. WY ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
31,353 | $5,128,410 | |
| 2 | EQIX |
Equinix Inc
|
529 | $551,424 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
720 | $129,297 | |
| 4 | CCI |
Crown Castle Inc.
|
886 | $67,096 | |
| 5 | SBAC |
Sba Communications Corp
|
310 | $54,702 | |
| 6 | IRM |
Iron Mountain Inc
|
390 | $49,260 | |
| 7 | WY |
Weyerhaeuser Co
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|
1,470 | $35,191 |
All Filings in WY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,191 | 1,470 | Shares | Sole | 2026-08-10 | |
| 2023-09-30 | $377,209 | 12,303 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $420,114 | 12,537 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $384,820 | 12,772 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||