Position in WY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,422,802
-$54,724 QoQ
Shares Held
59,432
-1.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#322
of 896 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Derivatives in WY
reported options exposure · as of Jun 30, 2026CallValue
$16,758
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $3,885,312 across 3 REIT - Specialty names. WY ranks #2 (36.6% of the industry book) .
All Filings in WY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,802 | 59,432 | Shares | Sole | 2026-07-07 | |
| 2026-06-30 | $16,758 | 700 | Call | Sole | 2026-07-07 | |
| 2026-03-31 | $1,477,526 | 60,480 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,416,306 | 59,785 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $844,099 | 34,050 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $712,948 | 27,752 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $710,449 | 24,264 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $691,054 | 24,549 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $798,012 | 23,568 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $691,353 | 24,352 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $752,960 | 20,968 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $673,946 | 19,383 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $568,896 | 18,555 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $628,044 | 18,742 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $575,031 | 19,085 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $562,123 | 18,133 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $513,280 | 17,972 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $596,954 | 18,024 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $671,929 | 17,729 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $28,826 | 700 | Call | Sole | 2022-01-26 | |
| 2021-12-31 | $727,321 | 17,662 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $642,109 | 18,052 | Shares | Sole | 2021-10-28 | |
| 2021-09-30 | $24,899 | 700 | Call | Sole | 2021-10-28 | |
| 2021-06-30 | $24,094 | 700 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $611,884 | 17,777 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $637,026 | 17,894 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $545,700 | 16,275 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||