Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,680
-$587 QoQ
Shares Held
1,198
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#743
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, 2026Tradewinds Capital Management, LLC holds $45,300 across 5 REIT - Specialty names. WY ranks #1 (63.3% 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 | $28,680 | 1,198 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $29,267 | 1,198 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $28,380 | 1,198 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $29,698 | 1,198 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,139 | 239 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,997 | 239 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,727 | 239 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,092 | 239 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,785 | 239 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,582 | 239 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,310 | 239 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,561 | 214 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,171 | 214 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,447 | 214 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $6,634 | 214 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $6,111 | 214 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,087 | 214 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $111,160 | 2,933 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $129,016 | 3,133 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $111,440 | 3,133 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $107,837 | 3,133 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $111,534 | 3,133 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $97,874 | 2,919 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $83,249 | 2,919 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $68,435 | 3,047 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $51,646 | 3,047 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||