Position in WY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,755,922
+$833,288 QoQ
Shares Held
156,889
+31.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#217
of 900 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $11,262,182 across 4 REIT - Specialty names. WY ranks #2 (33.3% of the industry book) .
All Filings in WY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,755,922 | 156,889 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,922,634 | 119,633 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,246,048 | 94,810 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,809,893 | 73,009 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,413,900 | 55,037 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,172,049 | 40,029 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $218,134 | 7,749 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $294,615 | 8,701 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $290,230 | 10,223 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $487,621 | 13,579 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $422,420 | 12,149 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $357,955 | 11,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $416,462 | 12,428 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $450,925 | 14,966 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $449,655 | 14,505 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||