Position in WY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$290,583
+$49,557 QoQ
Shares Held
12,138
+23.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#580
of 900 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, 2026Sigma Planning Corp holds $2,370,333 across 6 REIT - Specialty names. WY ranks #5 (12.3% 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 | $290,583 | 12,138 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $241,026 | 9,866 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $251,919 | 10,634 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $245,371 | 9,898 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $285,081 | 11,097 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $342,751 | 11,706 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $319,361 | 11,345 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $385,800 | 11,394 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $381,788 | 13,448 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $512,399 | 14,269 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $286,330 | 8,235 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $478,081 | 15,593 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $499,801 | 14,915 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $432,124 | 14,342 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $427,676 | 13,796 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $402,810 | 14,104 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $516,738 | 15,602 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $969,519 | 25,581 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $621,406 | 15,090 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $529,779 | 14,894 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $422,402 | 12,272 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $423,034 | 11,883 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $484,441 | 14,448 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $402,331 | 14,107 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $302,985 | 13,490 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $240,012 | 14,160 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||