Position in WY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,330,879
+$4,076,999 QoQ
Shares Held
1,183,412
+19.2% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 900 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, 2026BANK OF MONTREAL /CAN/ holds $479,880,634 across 14 REIT - Specialty names. WY ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
152,993 | $159,478,369 | |
| 2 | AMT |
American Tower Corp /Ma/
|
512,066 | $83,758,633 | |
| 3 | IRM |
Iron Mountain Inc
|
453,715 | $57,308,738 | |
| 4 | CCI |
Crown Castle Inc.
|
686,554 | $51,992,732 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
280,567 | $50,384,219 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
1,183,412 | $28,330,879 | |
| 7 | SBAC |
Sba Communications Corp
|
121,303 | $21,405,123 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
307,652 | $13,699,741 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,330,879 | 1,183,412 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $24,253,880 | 992,791 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $22,342,936 | 943,138 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $17,598,046 | 709,885 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,394,686 | 638,174 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $20,867,003 | 712,671 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $23,158,889 | 822,696 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $32,868,473 | 970,717 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $21,308,823 | 750,575 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,878,468 | 720,648 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $50,205,200 | 1,443,923 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $19,462,966 | 634,800 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $24,915,654 | 743,529 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $20,705,936 | 687,220 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $23,008,665 | 742,215 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $24,498,280 | 857,783 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $28,078,703 | 847,787 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $24,718,794 | 652,211 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $42,971,040 | 1,043,493 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $47,393,003 | 1,332,387 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $54,028,967 | 1,569,697 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $18,953,438 | 532,400 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,100,561 | 629,304 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,325,008 | 362,027 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,173,918 | 408,456 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $11,794,468 | 695,839 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||