Position in WY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$311,220
-$6,370 QoQ
Shares Held
13,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#563
of 900 holders
Holding Since
Dec 2025
3 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, 2026BankPlus Trust Department holds $2,788,627 across 4 REIT - Specialty names. WY ranks #2 (11.2% of the industry book) .
All Filings in WY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,220 | 13,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $317,590 | 13,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $307,970 | 13,000 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||