Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,473
-$706 QoQ
Shares Held
1,440
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#220
of 305 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $127,580 across 4 REIT - Specialty names. WY ranks #2 (27.0% of the industry book) .
All Filings in WY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,473 | 1,440 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $35,179 | 1,440 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $34,113 | 1,440 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $35,697 | 1,440 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $36,993 | 1,440 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $42,163 | 1,440 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $40,536 | 1,440 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $48,758 | 1,440 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $59,051 | 2,080 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $74,692 | 2,080 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $72,321 | 2,080 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||