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COOPER/HAIMS ADVISORS, LLC: REET position timeline

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

COOPER/HAIMS ADVISORS, LLC held 600,310 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 600,310 shares
    Change vs previous 13F +11,085 shares

    7.14% of the 13F portfolio, value $16,580,576.

    13F-HR 0001654033-26-000004 filed by COOPER/HAIMS ADVISORS, 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 589,225 shares
    Change vs previous 13F +26,465 shares

    6.97% of the 13F portfolio, value $14,819,006.

    13F-HR 0001654033-26-000003 filed by COOPER/HAIMS ADVISORS, 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 562,760 shares
    Change vs previous 13F +27,926 shares

    6.38% of the 13F portfolio, value $14,040,867.

    13F-HR 0001654033-26-000001 filed by COOPER/HAIMS ADVISORS, 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 534,834 shares
    Change vs previous 13F +17,188 shares

    6.39% of the 13F portfolio, value $13,670,364.

    13F-HR 0001654033-25-000010 filed by COOPER/HAIMS ADVISORS, 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 517,646 shares
    Change vs previous 13F +18,455 shares

    6.3% of the 13F portfolio, value $12,785,845.

    13F-HR 0001654033-25-000009 filed by COOPER/HAIMS ADVISORS, 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 499,191 shares
    Change vs previous 13F +20,053 shares

    6.56% of the 13F portfolio, value $12,110,376.

    13F-HR 0001654033-25-000003 filed by COOPER/HAIMS ADVISORS, 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 479,138 shares
    Change vs previous 13F +9,526 shares

    6.51% of the 13F portfolio, value $11,484,942.

    13F-HR 0001654033-25-000001 filed by COOPER/HAIMS ADVISORS, 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 469,612 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $12,533,951.

    13F-HR 0001654033-24-000007 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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