Albert D Mason Inc. has recently submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and portfolio management. The report indicates a total value of approximately $165.79 million across 140 different positions.
The 13F-HR filing is a quarterly report that institutional investment managers are required to submit to the Securities and Exchange Commission (SEC). It discloses the securities held by the investment manager, offering a glimpse into their investment choices and strategies.
About Albert D Mason Inc.
Albert D Mason Inc. is an investment management firm based in Boston, Massachusetts. The company is registered with the SEC and operates under the Central Index Key (CIK) 0001169318. The firm focuses on managing investments for its clients, adhering to regulatory requirements while aiming to achieve optimal investment performance.
What the Filing Says
The latest filing, accession number 0001169318-26-000004, was submitted on October 27, 2026. It reports a total of 140 positions with a total value of $165,789,091. The filing does not provide specific details on individual holdings or changes from previous quarters.
Impact
This filing may affect various stakeholders, including clients of Albert D Mason Inc., as it demonstrates the firm's investment approach and portfolio diversification. Additionally, the report is relevant to industry analysts and competitors who monitor investment trends and strategies within the sector.
What's Next
The filing does not specify what happens next for Albert D Mason Inc. However, investors and analysts will likely continue to scrutinize future reports to gauge the firm's performance and strategic shifts.