Skip to content
Disclosery

SageView Advisory Group, LLC: REET position timeline

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

SageView Advisory Group, LLC held 3,241,966 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,241,966 shares
    Change vs previous 13F -132,148 shares

    2.93% of the 13F portfolio, value $89,543,126.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, 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 3,374,114 shares
    Change vs previous 13F +89,484 shares

    3.1% of the 13F portfolio, value $84,858,969.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, 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 3,284,630 shares
    Change vs previous 13F +246,331 shares

    2.77% of the 13F portfolio, value $81,951,503.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, 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 3,038,299 shares
    Change vs previous 13F +86,609 shares

    2.68% of the 13F portfolio, value $77,658,927.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, 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 2,951,690 shares
    Change vs previous 13F +288,303 shares

    2.76% of the 13F portfolio, value $73,024,797.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, 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 2,663,387 shares
    Change vs previous 13F +285,627 shares

    2.76% of the 13F portfolio, value $64,613,785.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, 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 2,377,760 shares
    Change vs previous 13F +461,046 shares

    2.45% of the 13F portfolio, value $56,994,902.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, 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 1,916,714 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $51,157,094.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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