Skip to content
Disclosery

Apella Capital, LLC: REET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on REET, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 106,305 REET shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 106,305 shares
    Change vs previous 13F +63,815 shares

    0.03% of the 13F portfolio, value $2,700,143.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,490 shares
    Change vs previous 13F -8,234 shares

    0.02% of the 13F portfolio, value $1,194,382.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 50,724 shares
    Change vs previous 13F -4,491 shares

    0.02% of the 13F portfolio, value $1,391,371.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 55,215 shares
    Change vs previous 13F -4,953 shares

    0.03% of the 13F portfolio, value $1,377,603.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 60,168 shares
    Change vs previous 13F -29,654 shares

    0.03% of the 13F portfolio, value $1,533,088.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 89,822 shares
    Change vs previous 13F -25,126 shares

    0.06% of the 13F portfolio, value $2,222,203.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 114,948 shares
    Change vs previous 13F +5,091 shares

    0.09% of the 13F portfolio, value $2,630,003.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 109,857 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,633,262.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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