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O'ROURKE & COMPANY, Inc: REET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'ROURKE & COMPANY, Inc on REET, newest first. How the timeline and the estimate are built.

O'ROURKE & COMPANY, Inc held 11,891 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,891 shares
    Change vs previous 13F +224 shares

    0.11% of the 13F portfolio, value $328,450.

    13F-HR 0001911468-26-000003 filed by O'ROURKE & COMPANY, Inc
    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 11,667 shares
    Change vs previous 13F -834 shares

    0.12% of the 13F portfolio, value $296,425.

    13F-HR 0001911468-26-000002 filed by O'ROURKE & COMPANY, Inc
    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 12,501 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $311,888.

    13F-HR 0001911468-26-000001 filed by O'ROURKE & COMPANY, Inc
    Filed (acceptance time not in the bulk data set), ingested

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