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Modera Wealth Management, LLC: REET position timeline

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

Modera Wealth Management, LLC held 1,476,202 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 1,476,202 shares
    Change vs previous 13F +96,301 shares

    0.44% of the 13F portfolio, value $40,772,712.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 1,379,901 shares
    Change vs previous 13F +80,735 shares

    0.42% of the 13F portfolio, value $34,704,512.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 1,299,166 shares
    Change vs previous 13F +103,954 shares

    0.37% of the 13F portfolio, value $32,414,184.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 1,195,212 shares
    Change vs previous 13F +13,629 shares

    0.35% of the 13F portfolio, value $30,549,631.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 1,181,583 shares
    Change vs previous 13F +124,689 shares

    0.36% of the 13F portfolio, value $29,185,103.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 1,056,894 shares
    Change vs previous 13F +60,388 shares

    0.35% of the 13F portfolio, value $25,640,256.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 996,506 shares
    Change vs previous 13F +50,046 shares

    0.29% of the 13F portfolio, value $23,886,256.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, 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 946,460 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $25,261,021.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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