Position in WY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$199,300
+$807 QoQ
Shares Held
8,325
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#648
of 896 holders
Holding Since
Jun 2025
5 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, 2026Cetera Trust Company, N.A holds $1,622,031 across 6 REIT - Specialty names. WY ranks #5 (12.3% of the industry book) .
All Filings in WY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,300 | 8,325 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $198,493 | 8,125 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $217,355 | 9,175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $164,233 | 6,625 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $170,196 | 6,625 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||