Position in WY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,767
-$200 QoQ
Shares Held
408
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#805
of 900 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $16,970 across 4 REIT - Specialty names. WY ranks #1 (57.6% 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 | $9,767 | 408 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,967 | 408 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,665 | 408 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||