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Disclosery

Ballentine Partners, LLC: REET position timeline

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

Ballentine Partners, LLC held 11,005 REET shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,005 shares
    Change vs previous 13F -483 shares

    <0.01% of the 13F portfolio, value $303,958.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 11,488 shares
    Change vs previous 13F -521 shares

    <0.01% of the 13F portfolio, value $288,923.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 12,009 shares
    Change vs previous 13F +556 shares

    <0.01% of the 13F portfolio, value $299,625.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,453 shares
    Change vs previous 13F +739 shares

    <0.01% of the 13F portfolio, value $292,739.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,714 shares
    Change vs previous 13F -531 shares

    <0.01% of the 13F portfolio, value $264,636.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,245 shares
    Change vs previous 13F +2,449 shares

    <0.01% of the 13F portfolio, value $272,804.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 8,796 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $210,840.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,678 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,616.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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