Position in WY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$23,525,404
+$3,952,847 QoQ
Shares Held
962,972
+16.6% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.56784205563609.ToString("F0")%
Shared 0.ToString("F0")%
None 2.4321579443639068.ToString("F0")%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $387,669,996 across 15 REIT - Specialty names. WY ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
147,916 | $144,993,178 | |
| 2 | AMT |
American Tower Corp /Ma/
|
374,033 | $64,550,613 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
340,082 | $61,286,175 | |
| 4 | CCI |
Crown Castle Inc.
|
364,862 | $29,666,927 | |
| 5 | IRM |
Iron Mountain Inc
|
255,348 | $26,081,244 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
962,972 | $23,525,404 | |
| 7 | SBAC |
Sba Communications Corp
|
58,419 | $10,054,491 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
156,855 | $6,959,655 |
All Filings in WY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||