Position in WY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,514,945
-$1,931,453 QoQ
Shares Held
102,945
-45.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $50,532,261 across 18 REIT - Specialty names. WY ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
110,503 | $11,286,774 | |
| 2 | AMT |
American Tower Corp /Ma/
|
55,926 | $9,651,707 | |
| 3 | EQIX |
Equinix Inc
|
7,012 | $6,873,441 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
37,008 | $6,669,209 | |
| 5 | EPR |
Epr Properties
|
69,467 | $3,470,570 | |
| 6 | CCI |
Crown Castle Inc.
|
35,815 | $2,912,115 | |
| 7 | SBAC |
Sba Communications Corp
|
16,859 | $2,901,600 | |
| 8 | WY |
Weyerhaeuser Co
This page
|
102,945 | $2,514,945 |
All Filings in WY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,514,945 | 102,945 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,446,398 | 187,691 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,428,352 | 97,957 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $982,410 | 38,241 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,193,978 | 40,778 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,114,428 | 39,589 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $1,517,502 | 44,817 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,573,711 | 55,432 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,229,764 | 117,788 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,344,737 | 153,717 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,759,024 | 220,451 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,239,456 | 186,197 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $5,427,913 | 180,150 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,418,614 | 174,794 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,714,252 | 165,065 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,441,281 | 164,290 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,966,546 | 183,814 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $7,166,839 | 174,037 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $5,578,509 | 156,832 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $5,153,806 | 149,733 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $5,143,876 | 144,491 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,260,349 | 156,885 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,583,667 | 230,844 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,396,976 | 240,293 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,212,863 | 543,532 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||