Position in WY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,922,898
+$509,871 QoQ
Shares Held
247,406
+11.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Baird Financial Group, Inc. holds $68,639,302 across 7 REIT - Specialty names. WY ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
139,450 | $22,809,834 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
92,339 | $16,582,237 | |
| 3 | EQIX |
Equinix Inc
|
13,232 | $13,792,904 | |
| 4 | IRM |
Iron Mountain Inc
|
47,658 | $6,019,681 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
247,406 | $5,922,898 | |
| 6 | RYN |
Rayonier Inc
|
139,378 | $2,965,963 | |
| 7 | CCI |
Crown Castle Inc.
|
7,207 | $545,785 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,922,898 | 247,406 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,413,027 | 221,573 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,631,299 | 195,496 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,245,460 | 171,257 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,910,179 | 191,132 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,861,268 | 234,333 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,082,546 | 677,888 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $30,329,755 | 895,740 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $25,847,163 | 910,432 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $33,496,954 | 932,803 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $39,511,444 | 1,136,366 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $36,457,344 | 1,189,085 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $42,785,700 | 1,276,804 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $49,943,094 | 1,657,587 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $42,945,168 | 1,385,328 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $46,979,570 | 1,644,943 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $46,673,894 | 1,409,236 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $68,528,429 | 1,808,138 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $76,009,342 | 1,845,783 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $64,945,482 | 1,825,850 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $61,095,086 | 1,774,988 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $63,113,281 | 1,772,845 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $64,478,791 | 1,923,018 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $56,876,806 | 1,994,278 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $47,101,471 | 2,097,127 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $36,135,143 | 2,131,867 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||