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Advisors Asset Management, Inc.: RLTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on RLTY, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 455,798 RLTY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 455,798 shares
    Change vs previous 13F -1,637 shares

    0.11% of the 13F portfolio, value $7,174,261.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 457,435 shares
    Change vs previous 13F +66,631 shares

    0.11% of the 13F portfolio, value $6,651,105.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 390,804 shares
    Change vs previous 13F -1,774 shares

    0.1% of the 13F portfolio, value $5,744,819.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 392,578 shares
    Change vs previous 13F +2,363 shares

    0.1% of the 13F portfolio, value $5,998,592.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 390,215 shares
    Change vs previous 13F +88,529 shares

    0.11% of the 13F portfolio, value $5,923,464.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 301,686 shares
    Change vs previous 13F +130,907 shares

    0.09% of the 13F portfolio, value $4,627,863.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 170,779 shares
    Change vs previous 13F +100,272 shares

    0.05% of the 13F portfolio, value $2,524,114.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 70,507 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,204,965.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).