Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,805,645
-$980,116 QoQ
Shares Held
158,966
-18.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#214
of 896 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $21,551,570 across 5 REIT - Specialty names. WY ranks #2 (17.7% 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 | $3,805,645 | 158,966 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,785,761 | 195,897 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,080,321 | 256,662 | Shares | Other | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||