Position in WY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,030,114
+$846,670 QoQ
Shares Held
43,029
+473.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#362
of 878 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $20,325,834 across 17 REIT - Specialty names. WY ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
62,930 | $11,300,969 | |
| 2 | EQIX |
Equinix Inc
|
2,893 | $3,015,634 | |
| 3 | AMT |
American Tower Corp /Ma/
|
16,627 | $2,719,678 | |
| 4 | WY |
Weyerhaeuser Co
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|
43,029 | $1,030,114 | |
| 5 | IRM |
Iron Mountain Inc
|
6,279 | $793,100 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
4,463 | $696,138 | |
| 7 | RYN |
Rayonier Inc
|
15,264 | $324,817 | |
| 8 | CCI |
Crown Castle Inc.
|
3,127 | $236,807 |
All Filings in WY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,114 | 43,029 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $183,444 | 7,509 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $44,110 | 1,862 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $40,531 | 1,635 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $45,522 | 1,772 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $50,420 | 1,722 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $48,446 | 1,721 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $61,523 | 1,817 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $53,713 | 1,892 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $71,891 | 2,002 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $64,046 | 1,842 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||