Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$295,012
-$5,222,112 QoQ
Shares Held
12,323
-94.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#574
of 896 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $13,670,392 across 4 REIT - Specialty names. WY ranks #3 (2.2% of the industry book) .
All Filings in WY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,012 | 12,323 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,517,124 | 225,834 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,350,007 | 225,834 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,625,123 | 226,911 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $6,639,562 | 226,761 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $6,517,879 | 231,541 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,081,467 | 238,673 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,781,793 | 309,327 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $333,583 | 9,594 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $294,152 | 9,594 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $271,632 | 8,106 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||