Lester Murray Antman dba SimplyRich: REET position timeline

Lester Murray Antman dba SimplyRich held 118,328 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 118,328 shares

   Change vs previous 13F -9,759 shares

   0.77% of the 13F portfolio, value $3,268,000.

   13F-HR 0001725888-26-000003 filed by Lester Murray Antman dba SimplyRich
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 128,087 shares

   Change vs previous 13F -12,117 shares

   0.82% of the 13F portfolio, value $3,221,000.

   13F-HR 0001725888-26-000002 filed by Lester Murray Antman dba SimplyRich
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 140,204 shares

   Change vs previous 13F -4,382 shares

   0.91% of the 13F portfolio, value $3,498,000.

   13F-HR 0001725888-26-000001 filed by Lester Murray Antman dba SimplyRich
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 144,586 shares

   Change vs previous 13F -24,836 shares

   1% of the 13F portfolio, value $3,695,000.

   13F-HR 0001725888-25-000004 filed by Lester Murray Antman dba SimplyRich
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 169,422 shares

   Change vs previous 13F -7,099 shares

   1.17% of the 13F portfolio, value $4,184,000.

   13F-HR 0001725888-25-000001 filed by Lester Murray Antman dba SimplyRich
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 176,521 shares

   Change vs previous 13F -81,872 shares

   1.24% of the 13F portfolio, value $4,282,000.

   13F-HR 0001842974-25-000009 filed by Lester Murray Antman dba SimplyRich
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 258,393 shares

   Change vs previous 13F -22,941 shares

   1.77% of the 13F portfolio, value $6,193,000.

   13F-HR 0001907157-25-000002 filed by Lester Murray Antman dba SimplyRich
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 281,334 shares

   Change vs previous 13F not available

   2.09% of the 13F portfolio, value $7,508,000.

   13F-HR 0001792704-24-000019 filed by Lester Murray Antman dba SimplyRich
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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