Position in WY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$305,043
-$15,038 QoQ
Shares Held
12,742
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#566
of 896 holders
Holding Since
Dec 2022
15 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, 2026BEACON INVESTMENT ADVISORS LLC holds $1,704,475 across 3 REIT - Specialty names. WY ranks #2 (17.9% 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 | $305,043 | 12,742 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $320,081 | 13,102 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $359,922 | 15,193 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $468,208 | 18,887 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $483,562 | 18,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $549,644 | 18,772 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $526,883 | 18,717 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $664,265 | 19,618 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $555,421 | 19,564 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $700,568 | 19,509 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $688,028 | 19,788 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $611,391 | 19,941 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $672,478 | 20,068 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $612,934 | 20,343 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $623,131 | 20,101 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||