Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$333,268
-$1,789 QoQ
Shares Held
13,921
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#550
of 896 holders
Holding Since
Mar 2023
14 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, 2026Pine Valley Investments Ltd Liability Co holds $6,525,671 across 5 REIT - Specialty names. WY ranks #5 (5.1% of the industry book) .
All Filings in WY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,268 | 13,921 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $335,057 | 13,715 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $359,377 | 15,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $418,926 | 16,899 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,493,847 | 58,149 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,498,989 | 51,195 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,543,886 | 54,845 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,506,126 | 44,481 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,187,440 | 41,826 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,380,452 | 38,442 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,243,514 | 35,764 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $882,640 | 28,788 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $789,596 | 23,563 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $400,970 | 13,308 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||