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Payne Capital Management, LLC: REET position timeline

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

Payne Capital Management, LLC held 75,826 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,826 shares
    Change vs previous 13F -2,108 shares

    0.56% of the 13F portfolio, value $2,094,303.

    13F-HR 0001994332-26-000003 filed by Payne Capital 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 77,934 shares
    Change vs previous 13F +8,289 shares

    0.59% of the 13F portfolio, value $1,960,041.

    13F-HR 0001994332-26-000002 filed by Payne Capital 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 69,645 shares
    Change vs previous 13F +6,119 shares

    0.55% of the 13F portfolio, value $1,737,654.

    13F-HR 0001994332-26-000001 filed by Payne Capital 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 63,526 shares
    Change vs previous 13F +16,571 shares

    0.52% of the 13F portfolio, value $1,623,728.

    13F-HR 0001994332-25-000003 filed by Payne Capital 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 46,955 shares
    Change vs previous 13F -49 shares

    0.45% of the 13F portfolio, value $1,159,799.

    13F-HR 0001085146-25-006011 filed by Payne Capital 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 47,004 shares
    Change vs previous 13F -6,013 shares

    0.49% of the 13F portfolio, value $1,140,317.

    13F-HR 0001085146-25-006010 filed by Payne Capital 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 53,017 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,270,818.

    13F-HR 0001085146-25-006009 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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