Position in WY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,397,995
-$342,115 QoQ
Shares Held
141,938
-7.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#229
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Chesley Taft & Associates LLC holds $6,196,981 across 3 REIT - Specialty names. WY ranks #1 (54.8% 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 | $3,397,995 | 141,938 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $3,740,110 | 153,095 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $3,693,057 | 155,891 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $3,977,406 | 160,444 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,187,752 | 163,011 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,772,962 | 163,011 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,652,857 | 165,288 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,670,263 | 167,462 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,795,553 | 168,917 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,072,273 | 169,097 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,956,518 | 171,312 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,211,924 | 169,991 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,735,102 | 171,146 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,206,343 | 172,796 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,319,507 | 171,597 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,923,658 | 172,397 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $5,894,664 | 177,979 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $6,733,465 | 177,664 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $7,046,803 | 171,122 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $6,046,971 | 170,002 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $5,855,943 | 170,132 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $6,026,439 | 169,282 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $5,671,834 | 169,157 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $4,843,751 | 169,837 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,781,163 | 168,351 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,884,906 | 170,201 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||