Position in WY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$15,522,137
+$712,476 QoQ
Shares Held
635,372
+1.6% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.73177288265771.ToString("F0")%
Shared 0.ToString("F0")%
None 8.268227117342281.ToString("F0")%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026GRANDFIELD & DODD, LLC holds $16,089,948 across 3 REIT - Specialty names. WY ranks #1 (96.5% of the industry book) .
All Filings in WY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,522,137 | 635,372 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,809,661 | 625,144 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,554,762 | 667,800 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $17,066,123 | 664,310 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,502,500 | 666,069 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,368,269 | 652,514 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $22,243,006 | 656,911 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,507,526 | 651,903 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $23,178,791 | 645,469 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $22,402,380 | 644,302 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $19,378,469 | 632,044 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $20,721,042 | 618,354 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $18,664,329 | 619,460 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $19,277,133 | 621,843 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $17,462,098 | 611,418 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $20,058,134 | 605,620 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $22,981,612 | 606,375 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $24,910,399 | 604,915 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $21,232,408 | 596,919 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $21,261,784 | 617,716 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $21,448,110 | 602,475 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $20,389,760 | 608,105 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $17,589,139 | 616,730 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,018,858 | 624,170 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $9,664,381 | 570,170 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||