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Disclosery

ERn Financial, LLC: REET position timeline

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

ERn Financial, LLC held 439,376 REET shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 439,376 shares
    Change vs previous 13F +6,140 shares

    2.01% of the 13F portfolio, value $12,135,552.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 433,236 shares
    Change vs previous 13F +11,954 shares

    2.05% of the 13F portfolio, value $10,895,874.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 421,282 shares
    Change vs previous 13F +12,134 shares

    1.98% of the 13F portfolio, value $10,510,978.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 409,148 shares
    Change vs previous 13F -3,209 shares

    2.06% of the 13F portfolio, value $10,457,818.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 412,357 shares
    Change vs previous 13F -659 shares

    2.15% of the 13F portfolio, value $10,185,226.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 413,016 shares
    Change vs previous 13F -7,114 shares

    1.58% of the 13F portfolio, value $10,019,757.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 420,130 shares
    Change vs previous 13F -7,318 shares

    1.51% of the 13F portfolio, value $10,070,517.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 427,448 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $11,408,585.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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