Position in WY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$73,974
-$1,514 QoQ
Shares Held
3,090
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#691
of 896 holders
Holding Since
Dec 2020
23 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, 2026CoreFirst Bank & Trust holds $3,075,430 across 3 REIT - Specialty names. WY ranks #3 (2.4% of the industry book) .
All Filings in WY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,974 | 3,090 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $75,488 | 3,090 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $73,202 | 3,090 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $157,887 | 6,369 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $171,069 | 6,659 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $211,957 | 7,239 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $203,777 | 7,239 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $245,112 | 7,239 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $205,515 | 7,239 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $276,829 | 7,709 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $288,903 | 8,309 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $254,753 | 8,309 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $363,884 | 10,859 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $344,958 | 11,449 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $360,189 | 11,619 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $363,254 | 12,719 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $456,326 | 13,778 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $522,186 | 13,778 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $606,910 | 14,738 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $524,229 | 14,738 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $530,996 | 15,427 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $549,201 | 15,427 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $517,267 | 15,427 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||