Position in WY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,905,264
-$320,626 QoQ
Shares Held
79,585
-12.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#287
of 896 holders
Holding Since
Mar 2020
26 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, 2026Moors & Cabot, Inc. holds $10,157,790 across 5 REIT - Specialty names. WY ranks #3 (18.8% of the industry book) .
All Filings in WY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,905,264 | 79,585 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,225,890 | 91,113 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,863,881 | 78,678 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,239,648 | 50,006 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,369,277 | 53,300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,594,705 | 54,464 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,546,110 | 54,924 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,890,234 | 55,825 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,646,194 | 57,985 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,065,291 | 57,513 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,991,416 | 57,274 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,785,086 | 58,222 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,988,416 | 59,338 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,802,466 | 59,823 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,859,318 | 59,978 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,712,200 | 59,951 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,004,919 | 60,535 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,333,692 | 61,575 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,504,649 | 60,822 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,095,250 | 58,905 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,980,836 | 57,549 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,894,098 | 53,205 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,794,793 | 53,528 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,661,888 | 58,271 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,561,261 | 69,513 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,352,999 | 79,823 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||