Position in WY
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$13,892,705
+$454,435 QoQ
Shares Held
568,674
+0.3% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Parcion Private Wealth LLC holds $20,948,922 across 4 REIT - Specialty names. WY ranks #1 (66.3% of the industry book) .
All Filings in WY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,892,705 | 568,674 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,438,270 | 567,255 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,048,592 | 566,704 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,553,282 | 566,496 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,585,451 | 566,443 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,945,370 | 566,443 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $19,179,759 | 566,443 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $16,081,401 | 566,446 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $20,407,401 | 568,293 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $19,759,547 | 568,293 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $17,423,863 | 568,293 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $19,043,498 | 568,293 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $17,122,668 | 568,293 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,617,083 | 568,293 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,230,448 | 568,293 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $18,821,864 | 568,293 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,538,039 | 568,286 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $23,402,017 | 568,286 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $20,213,933 | 568,286 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $19,560,404 | 568,286 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $20,230,981 | 568,286 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $19,026,129 | 567,436 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,183,274 | 567,436 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $12,744,612 | 567,436 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $9,618,040 | 567,436 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||