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Disclosery

LPL Financial LLC: REET position timeline

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

LPL Financial LLC held 1,842,951 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,842,951 shares
    Change vs previous 13F -13,455 shares

    0.01% of the 13F portfolio, value $50,902,315.

    13F-HR 0001403438-26-000004 filed by LPL 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 1,856,406 shares
    Change vs previous 13F +79,142 shares

    0.01% of the 13F portfolio, value $46,688,618.

    13F-HR 0001403438-26-000002 filed by LPL 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 1,777,264 shares
    Change vs previous 13F +72,853 shares

    0.01% of the 13F portfolio, value $44,342,716.

    13F-HR 0001403438-26-000001 filed by LPL 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 1,704,411 shares
    Change vs previous 13F +86,510 shares

    0.01% of the 13F portfolio, value $43,564,746.

    13F-HR 0001403438-25-000006 filed by LPL 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 1,617,901 shares
    Change vs previous 13F +46,834 shares

    0.01% of the 13F portfolio, value $39,962,141.

    13F-HR 0001403438-25-000005 filed by LPL 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 1,571,067 shares
    Change vs previous 13F +76,211 shares

    0.01% of the 13F portfolio, value $38,114,086.

    13F-HR 0001403438-25-000003 filed by LPL 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 1,494,856 shares
    Change vs previous 13F +445,910 shares

    0.01% of the 13F portfolio, value $35,831,706.

    13F-HR 0001403438-25-000002 filed by LPL 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 1,048,946 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,996,353.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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