Position in WY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$80,144,008
-$250,771 QoQ
Shares Held
3,347,703
+1.7% QoQ
Ownership
0.464%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#30
of 900 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Vontobel Holding Ltd. holds $343,508,615 across 7 REIT - Specialty names. WY ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
1,919,656 | $242,471,745 | |
| 2 | WY |
Weyerhaeuser Co
This page
|
3,347,703 | $80,144,008 | |
| 3 | AMT |
American Tower Corp /Ma/
|
72,376 | $11,838,538 | |
| 4 | EQIX |
Equinix Inc
|
4,743 | $4,944,054 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
17,005 | $3,053,756 | |
| 6 | CCI |
Crown Castle Inc.
|
9,906 | $750,180 | |
| 7 | SBAC |
Sba Communications Corp
|
1,736 | $306,334 |
All Filings in WY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,144,008 | 3,347,703 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $80,394,779 | 3,290,822 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,000,405 | 84,441 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,247,088 | 90,645 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $1,729,373 | 67,317 | Shares | Defined | 2025-07-23 | |
| 2024-12-31 | $222,441 | 7,902 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $458,295 | 13,535 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $454,069 | 15,994 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $990,325 | 27,578 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,623,793 | 46,701 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $2,477,236 | 80,797 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $2,664,246 | 79,506 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $2,412,478 | 80,069 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $2,748,088 | 88,648 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $986,862 | 34,554 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $2,090,103 | 63,107 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $2,311,330 | 60,985 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,607,723 | 63,325 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,330,780 | 37,413 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $709,258 | 20,606 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $942,154 | 26,465 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $828,090 | 24,697 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||