Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$162,897,262
-$3,251,459 QoQ
Shares Held
6,804,397
+0.0% QoQ
Ownership
0.944%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Derivatives in WY
reported options exposure · as of Dec 31, 2023CallValue
$1,390,800
CallShares
40,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $3,972,932,488 across 17 REIT - Specialty names. WY ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
8,941,260 | $1,605,671,467 | |
| 2 | EQIX |
Equinix Inc
|
668,563 | $696,903,381 | |
| 3 | AMT |
American Tower Corp /Ma/
|
3,905,537 | $638,828,682 | |
| 4 | CCI |
Crown Castle Inc.
|
4,605,558 | $348,778,903 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
6,804,397 | $162,897,262 | |
| 6 | IRM |
Iron Mountain Inc
|
1,118,827 | $141,319,035 | |
| 7 | SBAC |
Sba Communications Corp
|
795,612 | $140,393,690 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
468,752 | $73,115,934 |
All Filings in WY
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,897,262 | 6,804,397 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $166,148,721 | 6,801,012 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $160,943,199 | 6,793,719 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $145,217,312 | 5,857,899 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $165,522,129 | 6,443,057 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $171,180,539 | 5,846,330 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $166,373,843 | 5,910,261 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $222,941,888 | 6,584,226 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $158,642,040 | 5,587,955 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $206,178,015 | 5,741,521 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,390,800 | 40,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $183,284,106 | 5,271,329 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,226,400 | 40,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $144,638,176 | 4,717,488 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $161,110,545 | 4,807,835 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $178,118,733 | 5,911,674 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $175,454,234 | 5,659,814 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $159,709,972 | 5,592,086 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $196,658,276 | 5,937,750 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $215,131,616 | 5,676,296 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $245,784,926 | 5,968,551 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $226,496,987 | 6,367,641 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $205,146,500 | 5,960,096 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $217,759,393 | 6,116,837 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $356,000 | 10,000 | Call | Defined | 2021-05-14 | |
| 2021-03-31 | $1,068,000 | 30,000 | Put | Defined | 2021-05-14 | |
| 2020-12-31 | $202,513,517 | 6,039,771 | Shares | Defined | 2021-02-10 | |
| 2020-12-31 | $670,600 | 20,000 | Call | Defined | 2021-02-10 | |
| 2020-12-31 | $1,015,959 | 30,300 | Put | Defined | 2021-02-10 | |
| 2020-09-30 | $8,556 | 300 | Put | Defined | 2020-11-13 | |
| 2020-09-30 | $167,209,905 | 5,862,900 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $118,212,322 | 5,263,238 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $6,738 | 300 | Put | Defined | 2020-08-14 | |
| 2020-03-31 | $104,296,906 | 6,153,210 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $22,035 | 1,300 | Put | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||