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Capstone Financial Advisors, Inc.: REET position timeline

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

Capstone Financial Advisors, Inc. held 851,372 REET 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 851,372 shares
    Change vs previous 13F +1,040 shares

    1.15% of the 13F portfolio, value $23,514,887.

    13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, 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 850,332 shares
    Change vs previous 13F +1,839 shares

    1.15% of the 13F portfolio, value $21,385,860.

    13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, 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 848,493 shares
    Change vs previous 13F +4,132 shares

    1.13% of the 13F portfolio, value $21,169,902.

    13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, 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 844,361 shares
    Change vs previous 13F +3,032 shares

    1.17% of the 13F portfolio, value $21,581,875.

    13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, 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 841,329 shares
    Change vs previous 13F +3,385 shares

    1.2% of the 13F portfolio, value $20,780,825.

    13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, 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 837,944 shares
    Change vs previous 13F +389 shares

    1.28% of the 13F portfolio, value $20,328,520.

    13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, 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 837,555 shares
    Change vs previous 13F -10,425 shares

    1.24% of the 13F portfolio, value $20,076,203.

    13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, 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 847,980 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $22,632,574.

    13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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