Position in WY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,827
-$427 QoQ
Shares Held
870
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#761
of 896 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Accordant Advisory Group Inc holds $14,200,529 across 4 REIT - Specialty names. WY ranks #2 (0.1% of the industry book) .
All Filings in WY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,827 | 870 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $21,254 | 870 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,748 | 707 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,038,535 | 122,571 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,110,622 | 121,083 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,387,842 | 115,705 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,294,534 | 81,511 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,838,179 | 83,821 | Principal | Sole | 2024-10-22 | |
| 2024-06-30 | $2,279,035 | 80,276 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,848,883 | 79,334 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||