Position in WY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$46,051,941
+$904,495 QoQ
Shares Held
1,923,640
+4.1% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#46
of 901 holders
Holding Since
Sep 2024
8 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, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $62,634,880 across 4 REIT - Specialty names. WY ranks #1 (73.5% of the industry book) .
All Filings in WY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,051,941 | 1,923,640 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $45,147,446 | 1,848,033 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,825,428 | 1,301,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,497,125 | 1,189,880 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $24,662,400 | 960,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,888,000 | 850,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,860,500 | 670,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,559,800 | 430,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||