Position in WY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,545,724
+$925,963 QoQ
Shares Held
231,651
+22.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#170
of 896 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, 2026Swiss Life Asset Management Ltd holds $105,295,209 across 12 REIT - Specialty names. WY ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
29,648 | $30,904,778 | |
| 2 | AMT |
American Tower Corp /Ma/
|
148,398 | $24,273,460 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
81,708 | $14,673,122 | |
| 4 | CCI |
Crown Castle Inc.
|
119,868 | $9,077,603 | |
| 5 | IRM |
Iron Mountain Inc
|
69,555 | $8,785,491 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
231,651 | $5,545,724 | |
| 7 | SBAC |
Sba Communications Corp
|
28,186 | $4,973,701 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
99,992 | $4,452,643 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,545,724 | 231,651 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $4,619,761 | 189,102 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,202,439 | 177,393 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $3,641,452 | 146,892 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,908,826 | 113,228 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $3,276,343 | 111,897 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $2,726,664 | 96,862 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $1,646,814 | 48,636 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $1,811,593 | 63,811 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $1,820,493 | 50,696 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $4,431,088 | 127,440 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $10,293,174 | 335,720 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $8,666,590 | 258,627 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $2,182,828 | 72,447 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $5,873,477 | 189,467 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $5,601,243 | 196,122 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $6,807,682 | 205,546 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $914,148 | 24,120 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $1,441,547 | 35,006 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $382,804 | 10,762 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $1,262,560 | 36,681 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $6,221,420 | 174,759 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $3,792,075 | 113,095 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $11,102,921 | 389,303 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $8,963,471 | 399,086 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $6,598,685 | 389,303 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||