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Disclosery

PDS Planning, Inc: REET position timeline

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

PDS Planning, Inc held 1,642,967 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,642,967 shares
    Change vs previous 13F +63,864 shares

    2.63% of the 13F portfolio, value $45,378,741.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 1,579,103 shares
    Change vs previous 13F +45,534 shares

    2.62% of the 13F portfolio, value $39,714,439.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 1,533,569 shares
    Change vs previous 13F +62,927 shares

    2.56% of the 13F portfolio, value $38,262,557.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 1,470,642 shares
    Change vs previous 13F +47,980 shares

    2.6% of the 13F portfolio, value $37,589,608.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 1,422,662 shares
    Change vs previous 13F +63,137 shares

    2.62% of the 13F portfolio, value $35,139,760.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 1,359,525 shares
    Change vs previous 13F +38,977 shares

    2.78% of the 13F portfolio, value $32,982,067.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 1,320,548 shares
    Change vs previous 13F +37,154 shares

    2.81% of the 13F portfolio, value $31,653,532.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 1,283,394 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $34,253,790.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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