Position in WY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$694
-$869 QoQ
Shares Held
29
-54.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#880
of 896 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $8,089 across 4 REIT - Specialty names. WY ranks #3 (8.6% 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 | $694 | 29 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,563 | 64 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $2,723 | 106 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $87 | 3 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,347 | 261 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||