Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,922,948
+$2,188,890 QoQ
Shares Held
2,001,794
+6.9% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 900 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $1,241,720,532 across 17 REIT - Specialty names. WY ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
470,366 | $490,304,812 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,582,804 | $258,899,247 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
722,325 | $129,715,120 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
544,914 | $84,995,685 | |
| 5 | IRM |
Iron Mountain Inc
|
561,539 | $70,927,989 | |
| 6 | CCI |
Crown Castle Inc.
|
791,279 | $59,923,556 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
2,001,794 | $47,922,948 | |
| 8 | RYN |
Rayonier Inc
|
1,698,896 | $36,152,506 |
All Filings in WY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,922,948 | 2,001,794 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $45,734,058 | 1,872,045 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $31,597,460 | 1,333,789 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $22,752,309 | 917,802 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,600,853 | 879,753 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,541,059 | 906,457 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,206,128 | 930,946 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||