Position in WY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$560,363
+$124,606 QoQ
Shares Held
23,407
+31.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#460
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, 2026PATTEN & PATTEN INC/TN holds $5,308,511 across 3 REIT - Specialty names. WY ranks #2 (10.6% of the industry book) .
All Filings in WY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,363 | 23,407 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $435,757 | 17,837 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $557,828 | 23,547 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $563,352 | 22,725 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $860,615 | 33,500 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,372,792 | 46,885 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,708,057 | 60,677 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,131,880 | 92,495 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,995,078 | 175,945 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,940,146 | 193,265 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,930,008 | 199,310 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,462,024 | 210,764 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,380,376 | 220,244 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,933,093 | 230,106 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,784,567 | 218,857 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,677,728 | 198,800 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $6,348,474 | 191,681 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,979,701 | 184,161 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,612,781 | 184,866 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,551,496 | 184,186 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,992,108 | 174,088 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,317,789 | 177,466 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,410,265 | 191,180 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $4,991,598 | 175,021 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,980,397 | 132,698 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,242,010 | 132,272 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||