WEDBUSH SECURITIES INC MNR MONMOUTH REAL ESTATE *

Ownership history in WEDBUSH SECURITIES INC  ·  39 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported MONMOUTH REAL ESTATE * (MNR) in 39 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows MNR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in MONMOUTH REAL ESTATE *, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MNR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEDBUSH SECURITIES INC held MNR — position size vs. price
% of Fund (quarterly)    MNR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 28,254 +1,723 +6.5% 0.01% $396 2026-04-21 $12.34
2025 Q4 REDUCED 23.3% +31.9% 26,531 -8,067 -23.3% 0.01% $293K 2026-02-12 $11.52
2025 Q3 ADDED 34,598 +24,263 +234.8% 0.01% $456K 2025-11-06 $10.86
2025 Q2 REDUCED 7.1% -5.4% 10,335 -785 -7.1% 0.01% $149K 2025-08-06 $12.89
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEDBUSH SECURITIES INC and MNR

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEDBUSH SECURITIES INC reported owning MNR?

WEDBUSH SECURITIES INC reported MNR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MNR position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for MNR was 0.01% in 2025 Q3.

What is the latest reported MNR position on this page?

The most recent filing on this page is 2026 Q1, when WEDBUSH SECURITIES INC reported 28,254 shares, equal to 0.01% of portfolio, with an estimated market value of $396.

What does the chart on this MNR ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly MNR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEDBUSH SECURITIES INC time their MNR position?

Based on 13F filing dates vs. subsequent MNR price moves, WEDBUSH SECURITIES INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MNR relative to SPY over the holding period was -27.8%.

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