Position in WY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$18,074
-$370 QoQ
Shares Held
755
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#775
of 900 holders
Holding Since
Mar 2021
14 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, 2026OAKWORTH CAPITAL, INC. holds $66,672 across 6 REIT - Specialty names. WY ranks #1 (27.1% of the industry book) .
All Filings in WY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,074 | 755 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $18,444 | 755 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $17,885 | 755 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,716 | 755 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,395 | 755 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $22,106 | 755 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $25,056 | 740 | Shares | Sole | 2024-10-21 | |
| 2022-09-30 | $19,992 | 700 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $23,184 | 700 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $26,530 | 700 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $28,826 | 700 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $24,899 | 700 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $24,094 | 700 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $24,920 | 700 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||