Position in WY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$40,554
+$16,589 QoQ
Shares Held
1,694
+72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#723
of 900 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $392,515 across 5 REIT - Specialty names. WY ranks #2 (10.3% of the industry book) .
All Filings in WY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,554 | 1,694 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $23,965 | 981 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,909 | 756 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,659 | 551 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,155 | 551 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $16,133 | 551 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||