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Disclosery

Causey Wealth LLC: REET position timeline

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

Causey Wealth LLC held 319,875 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319,875 shares
    Change vs previous 13F +36,653 shares

    3.45% of the 13F portfolio, value $8,834,948.

    13F-HR 0002132639-26-000011 filed by Causey 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 283,222 shares
    Change vs previous 13F +45,310 shares

    3.02% of the 13F portfolio, value $7,123,021.

    13F-HR 0002132639-26-000004 filed by Causey 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/A 237,912 shares
    Change vs previous 13F +26,857 shares

    2.7% of the 13F portfolio, value $5,935,901.

    13F-HR 0002132639-26-000002 filed by Causey 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 211,055 shares
    Change vs previous 13F +18,989 shares

    2.63% of the 13F portfolio, value $5,394,558.

    13F-HR 0002132639-26-000008 filed by Causey 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 192,066 shares
    Change vs previous 13F +10,065 shares

    2.44% of the 13F portfolio, value $4,744,037.

    13F-HR 0002132639-26-000007 filed by Causey 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 182,001 shares
    Change vs previous 13F +24,633 shares

    2.47% of the 13F portfolio, value $4,415,351.

    13F-HR 0002132639-26-000006 filed by Causey 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 157,368 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,772,115.

    13F-HR 0002132639-26-000005 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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