Position in WY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$747,885
-$19,852 QoQ
Shares Held
31,240
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
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, 2026Midwest Trust Co holds $44,231,355 across 4 REIT - Specialty names. WY ranks #3 (1.7% of the industry book) .
All Filings in WY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,885 | 31,240 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $767,737 | 31,426 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $744,481 | 31,426 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $779,942 | 31,462 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $807,333 | 31,426 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||