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Orion Portfolio Solutions, LLC: REET position timeline

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

Orion Portfolio Solutions, LLC held 45,553 REET shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 45,553 shares
    Change vs previous 13F +15,485 shares

    0.01% of the 13F portfolio, value $1,105,117.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 30,068 shares
    Change vs previous 13F +382 shares

    0.01% of the 13F portfolio, value $720,728.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 29,686 shares
    Change vs previous 13F -481 shares

    0.01% of the 13F portfolio, value $792,337.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 30,167 shares
    Change vs previous 13F +232 shares

    0.01% of the 13F portfolio, value $701,382.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 29,935 shares
    Change vs previous 13F -8,964 shares

    0.01% of the 13F portfolio, value $708,860.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 38,899 shares
    Change vs previous 13F -13,958 shares

    0.01% of the 13F portfolio, value $937,079.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 52,857 shares
    Change vs previous 13F -21,983 shares

    0.01% of the 13F portfolio, value $1,118,989.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 74,840 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,719,089.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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