Position in WY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$545,975
-$49,310 QoQ
Shares Held
22,806
-6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#465
of 896 holders
Holding Since
Mar 2020
26 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, 2026Edgemoor Investment Advisors, Inc. holds $14,676,618 across 3 REIT - Specialty names. WY ranks #3 (3.7% 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 | $545,975 | 22,806 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $595,285 | 24,367 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $577,254 | 24,367 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $674,312 | 27,201 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $943,747 | 36,736 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,186,367 | 40,518 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,172,926 | 41,667 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,450,291 | 42,832 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,247,655 | 43,947 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,153,199 | 59,961 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,235,745 | 64,301 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,974,994 | 64,416 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,220,003 | 66,249 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,003,976 | 66,511 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,053,130 | 66,230 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,902,324 | 66,608 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,215,595 | 66,896 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,535,206 | 66,892 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,756,959 | 66,949 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,382,976 | 66,994 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,575,751 | 74,833 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,674,307 | 75,121 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,517,633 | 75,086 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,198,492 | 77,086 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,731,531 | 77,094 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,321,083 | 77,940 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||