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Disclosery

BIP Wealth, LLC: REET position timeline

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

BIP Wealth, LLC held 520,857 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 520,857 shares
    Change vs previous 13F +51,640 shares

    0.41% of the 13F portfolio, value $14,386,064.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 469,217 shares
    Change vs previous 13F -14,580 shares

    0.48% of the 13F portfolio, value $11,800,794.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 483,797 shares
    Change vs previous 13F +14,824 shares

    0.43% of the 13F portfolio, value $12,070,737.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 468,973 shares
    Change vs previous 13F +20,763 shares

    0.59% of the 13F portfolio, value $11,986,944.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 448,210 shares
    Change vs previous 13F -3,350 shares

    0.68% of the 13F portfolio, value $11,070,806.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 451,560 shares
    Change vs previous 13F +28,968 shares

    0.71% of the 13F portfolio, value $10,954,841.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 422,592 shares
    Change vs previous 13F +50,440 shares

    0.68% of the 13F portfolio, value $10,129,539.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 372,152 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $9,933,445.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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