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Factor Wealth Management LTD: REET position timeline

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

Factor Wealth Management LTD held 87,097 REET shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 87,097 shares
    Change vs previous 13F +4,993 shares

    0.34% of the 13F portfolio, value $2,245,373.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 82,104 shares
    Change vs previous 13F -11,851 shares

    0.34% of the 13F portfolio, value $2,267,720.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 93,955 shares
    Change vs previous 13F +15,381 shares

    0.44% of the 13F portfolio, value $2,362,959.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 78,574 shares
    Change vs previous 13F +11,522 shares

    0.42% of the 13F portfolio, value $1,960,424.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 67,052 shares
    Change vs previous 13F +2,272 shares

    0.43% of the 13F portfolio, value $1,713,861.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 64,780 shares
    Change vs previous 13F +6,117 shares

    0.44% of the 13F portfolio, value $1,600,069.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 58,663 shares
    Change vs previous 13F +5,389 shares

    0.44% of the 13F portfolio, value $1,423,168.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 53,274 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,276,982.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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