Skip to content
Disclosery

FIDUCIARY FINANCIAL GROUP, LLC: REET position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 246,832 REET shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 246,832 shares
    Change vs previous 13F +6,981 shares

    0.74% of the 13F portfolio, value $6,363,334.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 239,851 shares
    Change vs previous 13F +28,551 shares

    0.75% of the 13F portfolio, value $6,624,674.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 211,300 shares
    Change vs previous 13F +27,361 shares

    0.7% of the 13F portfolio, value $5,314,203.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 183,939 shares
    Change vs previous 13F +10,771 shares

    0.65% of the 13F portfolio, value $4,589,288.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 173,168 shares
    Change vs previous 13F +14,661 shares

    0.7% of the 13F portfolio, value $4,426,167.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 158,507 shares
    Change vs previous 13F +6,535 shares

    0.71% of the 13F portfolio, value $3,940,489.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 151,972 shares
    Change vs previous 13F +23,934 shares

    0.74% of the 13F portfolio, value $3,410,249.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 128,038 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,975,603.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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