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NAPLES GLOBAL ADVISORS, LLC: REET position timeline

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

NAPLES GLOBAL ADVISORS, LLC held 422,626 REET shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 422,626 shares
    Change vs previous 13F +14,750 shares

    0.72% of the 13F portfolio, value $11,672,930.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL ADVISORS, 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 407,876 shares
    Change vs previous 13F +39,480 shares

    0.75% of the 13F portfolio, value $10,258,094.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL ADVISORS, 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 368,396 shares
    Change vs previous 13F +58,054 shares

    0.69% of the 13F portfolio, value $9,191,486.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL ADVISORS, 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 310,342 shares
    Change vs previous 13F +22,886 shares

    0.62% of the 13F portfolio, value $7,932,354.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL ADVISORS, 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 287,456 shares
    Change vs previous 13F +20,671 shares

    0.61% of the 13F portfolio, value $7,100,165.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL ADVISORS, 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 266,785 shares
    Change vs previous 13F +17,025 shares

    0.61% of the 13F portfolio, value $6,472,204.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL ADVISORS, 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 249,760 shares
    Change vs previous 13F +13,799 shares

    0.56% of the 13F portfolio, value $5,986,737.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL ADVISORS, 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 235,961 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,297,793.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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