Position in WY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,491
-$235 QoQ
Shares Held
480
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#796
of 896 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, 2026HOEY INVESTMENTS, INC holds $163,964 across 6 REIT - Specialty names. WY ranks #5 (7.0% 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 | $11,491 | 480 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,726 | 480 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,371 | 480 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,899 | 480 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,331 | 480 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,054 | 480 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,512 | 480 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $49,334 | 1,457 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $41,364 | 1,457 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $52,320 | 1,457 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $50,659 | 1,457 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $44,671 | 1,457 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $48,824 | 1,457 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $43,899 | 1,457 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $45,167 | 1,457 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,903 | 977 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,358 | 977 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $37,028 | 977 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $40,232 | 977 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,751 | 977 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,628 | 977 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $34,781 | 977 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $32,758 | 977 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $27,864 | 977 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $21,943 | 977 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $16,560 | 977 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||