Position in WY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,324,552
-$1,656,127 QoQ
Shares Held
55,328
-54.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#334
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $2,023,221 across 7 REIT - Specialty names. WY ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
This page
|
55,328 | $1,324,552 | |
| 2 | IRM |
Iron Mountain Inc
|
3,019 | $381,329 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,069 | $174,856 | |
| 4 | EQIX |
Equinix Inc
|
53 | $55,246 | |
| 5 | RYN |
Rayonier Inc
|
1,834 | $39,027 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
146 | $26,218 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
141 | $21,993 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,324,552 | 55,328 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,980,679 | 122,009 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,397,686 | 58,999 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,586,560 | 64,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,612,818 | 62,780 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,876,730 | 64,096 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,902,574 | 67,587 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,361,497 | 69,743 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,035,619 | 71,702 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,551,728 | 71,059 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,545,442 | 73,208 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,244,557 | 73,208 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,503,465 | 74,708 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,398,227 | 79,596 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,437,437 | 78,627 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,258,010 | 79,062 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,878,311 | 147,292 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,644,788 | 148,939 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,816,453 | 116,961 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,213,053 | 118,444 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,233,832 | 123,005 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,797,139 | 162,841 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,635,286 | 168,067 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,830,717 | 169,380 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,665,368 | 207,719 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,490,091 | 87,911 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||