Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$401,282
+$123,123 QoQ
Shares Held
16,762
+47.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#521
of 896 holders
Holding Since
Dec 2022
8 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, 2026Resurgent Financial Advisors LLC holds $1,069,345 across 3 REIT - Specialty names. WY ranks #2 (37.5% of the industry book) .
All Filings in WY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,282 | 16,762 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $278,159 | 11,386 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $238,700 | 10,076 | Shares | Sole | 2026-02-12 | |
| 2023-12-31 | $22,739 | 654 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,971 | 684 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,920 | 684 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,277 | 673 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,863 | 673 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||