Position in WY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,990,660
-$1,534,744 QoQ
Shares Held
918,574
-4.6% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#73
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, 2026STIFEL FINANCIAL CORP holds $395,160,224 across 15 REIT - Specialty names. WY ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
143,064 | $149,128,481 | |
| 2 | AMT |
American Tower Corp /Ma/
|
382,609 | $62,583,352 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
347,425 | $62,390,579 | |
| 4 | IRM |
Iron Mountain Inc
|
259,638 | $32,794,873 | |
| 5 | WY |
Weyerhaeuser Co
This page
|
918,574 | $21,990,660 | |
| 6 | CCI |
Crown Castle Inc.
|
263,217 | $19,933,422 | |
| 7 | FRMI |
Fermi Inc.
|
1,613,946 | $14,783,745 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
53,863 | $8,401,549 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,990,660 | 918,574 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $23,525,404 | 962,972 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,572,557 | 826,195 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,456,219 | 663,825 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,728,796 | 690,105 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,794,772 | 710,204 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $18,733,174 | 665,477 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,930,464 | 677,214 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,594,275 | 619,735 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $23,393,062 | 651,436 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,867,531 | 657,680 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $18,561,285 | 605,391 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,050,834 | 747,563 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,547,962 | 814,735 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $24,825,637 | 800,827 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,111,207 | 704,174 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,795,061 | 718,450 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $32,313,802 | 852,607 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $35,056,326 | 851,295 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,008,713 | 871,766 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,256,899 | 879,050 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $30,879,261 | 867,395 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,421,063 | 877,455 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,663,608 | 864,783 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $27,293,636 | 1,215,211 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,253,538 | 958,911 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||