Position in WY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$321,442
-$22,117 QoQ
Shares Held
13,427
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#554
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, 2026Alpha Omega Wealth Management LLC holds $3,013,317 across 3 REIT - Specialty names. WY ranks #3 (10.7% 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 | $321,442 | 13,427 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $343,559 | 14,063 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $333,152 | 14,063 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $468,853 | 18,913 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $366,416 | 14,263 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $636,049 | 21,723 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $628,336 | 22,321 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $766,624 | 22,641 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $643,289 | 22,659 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $814,797 | 22,690 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $789,174 | 22,697 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $702,022 | 22,897 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $869,081 | 25,935 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $796,486 | 26,435 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $848,036 | 27,356 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $802,793 | 28,109 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $930,970 | 28,109 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,065,975 | 28,126 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,187,054 | 28,826 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,036,011 | 29,126 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,002,516 | 29,126 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $1,117,733 | 31,397 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,093,312 | 32,607 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $946,607 | 33,191 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $754,678 | 33,601 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $661,236 | 39,011 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||